How to manually enter Storefront Orders into Connect

Where to start

To start with, log in to your Connect Dashboard, then navigate to: Customer Orders → All → Create

The Create button is located above the items listing, in the upper right corner.

The Form

Tip

You should see asterisk (*) symbol next to form fields that are required. In case you miss one by mistake, we’ll tell you so when you press on the save button, so no worries!

To start off, you should see three separate sections. First fill out the basic info:

Create a new Order

Start off by picking the Storefront you want to assign the order to. By doing so, you should be able to see that multiple fields become available, including the Order Group, the shipping info sidebar, and the order items form.

Note

Order Groups are also known as Order Stores in ShipStation, for those more familiar with that term.

The order status tells us what the initial order status of the order should be. By default, it is set to awaiting shipment for manually entered orders. The customer email and Note to Buyer are optional!

Ship to Address

To fill out the ship to address, you can either do so by entering the fields on your own, or, by searching for existing customers via name.

If you click on the option given, it will fill out all fields for you!

Tip

Note that ship to addresses are only saved to the system to be used later (via the Name search) if you enter a Customer Email. If no email is given, the address is treated as a one time deal, and won’t be saved for later use.

You can manage which customers show up as possible results while searching by going to the Customers Management page!

Adding Order Items

Note that, to add new order items, you have to first select the storefront at the start! When you do so, you should see a form appear.

Pick the product from the list, you can search the product by Name or SKU. Note that the unit price and unit weight are not required. They will also auto populate for you when you pick a storefront product from the list (if the product has such info set). The values mentioned are for a single item, we’ll calculate totals for you. Also, unit price is represented in the local currency used in that storefront.

Once entered, press the add button, to add the item to the order list. Repeat this for as many products as you need to add, and once done, finish it off by saving the order.

Tip

If the product isn’t in the list, it should give you the option to start using it, by adding the option ”+ New: SKU”, with the SKU being whatever you enter in the “Pick Product” field. You can change the Name of it by clicking on the edit button next to the name as well!

Shipping Method

If you picked the Storefront at the start you should see a sidebar section appear under the save button. The shipping information like the carrier and service are optional, but recommended! Package dimensions and such are not required.

Note

Note that we currently do not support shipping estimates to be calculated! So, unlike ShipStation, you won’t see those here.

Advanced features

Note that Connect also supports multiple advanced features that can be enabled by switching the toggle at the top of the form. Once done, you should see multiple new fields. Among them:

• Order Key - allows you to set the internally used order key (identifier). Must be unique. By default is equal to the order number.
• Amount Paid - The amount the user paid for this order. Default 0.
• Shipping Amount - entered by you. Default 0.
• Tax Amount - entered by you. Default 0.
• Order Total - total $ of the order. Automatically recalculated when new order items are added, or removed. Totals the above fields + the product total.
• Requested Shipping - The requested shipping method by the user (shipping code)
• Customer Username/Id - username used by integrated systems for the user
• Note From Buyer - Additional notes the buyer left to logistics.
• Custom Field 1 - used by system integrations
• Custom Field 2 - used by system integrations
• Custom Field 3 - used by system integrations
• Billing Address fields - By default, is the same as the Ship To Address.