Adding an Order Manually

General Feature Information

Feature Name:
Manually Adding an Order

Feature Overview

The "Manually Adding an Order" feature in OTO allows users to create shipments by entering all relevant details for an order, such as customer information, product details, and shipping parameters. This feature is designed to handle cases where orders are not automatically imported through integrations or require manual input. It ensures accurate and complete order data for smooth shipment processing.

How to Use the Feature

Step-by-Step Instructions

1. Navigate to the 'Shipments' Section

• On the left sidebar, select Shipments.

2. Initiate Adding a New Order

• At the top of the page, click on the Add Order button.

• A new window will appear, prompting you to fill in the Receiver Details and Order Details.

3. Complete Receiver Details

• First Name: Enter the first name of the recipient.

• Last Name: Enter the last name of the recipient.

• Phone Number: Select the country code and input the recipient’s phone number.

• Email: Optionally, input the recipient's email address.

• Receiver Address Details:

  • Country: Select the country from the dropdown list.

  • Short Address Code/National Address: If applicable, input the national address code or short address.

  • Manual Address Entry: Alternatively, input the address manually.

  • Fill from Google Maps: For convenience, use the Google Maps integration to auto-fill address details.

Once all receiver details are completed, click Next Step.

4. Fill in Order Details

• Order Number: Generate an order number automatically or enter one manually.

• Order Date: Select the date for the order.

• Order Grand Total: Input the total cost of the order.

• Payment Method: Choose the appropriate payment method (e.g., Paid, COD).

• Warehouse: Select the warehouse for order processing.

• Brand: Assign a brand to the order if applicable.

• Reference Number (Ref No): Optionally, add an internal reference number.

5. Add Product Details

• Item Description: Provide a name or brief description of the product(s).

• HS Code: Input the Harmonized System Code for the product, if applicable.

• Quantity: Enter the number of units.

• Price: Specify the price per unit.

• Tax: Input the tax amount for the product.

• Total: The system will calculate the total cost.

6. Specify Box Details

• Box Type: Choose the type of box from the dropdown menu.

• Dimensions: Input the box dimensions (Length, Width, Height).

• Weight: Enter the weight of the box in kilograms.

• Boxes Count: Specify the total number of boxes.

• If additional boxes are required, click Add Box to include more details.

7. Finalize and Save the Order

• Review all details.

• Click Add to save the order.

Configuration Details

Prerequisites

1. Ensure that the correct warehouse and or brand are configured in the Management section.

2. Verify product information, such as HS codes and tax percentages.

3. If using Google Maps integration, confirm that location permissions are enabled for accurate address filling.

Example Use Case

Scenario: Adding an Order for a Local Delivery

• Receiver Details:

  • First Name: Sarah

  • Last Name: Al-Dawoodi

  • Phone Number: +966-555-123-456

  • Address: Jeddah, Kingdom of Saudi Arabia

• Order Details:

  • Order Number: 10001

  • Order Date: 08/12/2024

  • Order Grand Total: SAR 250

  • Payment Method: COD

  • Warehouse: Jeddah Warehouse

  • Brand: FashionX

• Product Details:

  • Item Description: Handbag

  • Quantity: 1

  • Price: SAR 250

  • Tax: SAR 0

• Box Details:

  • Box Type: Medium

  • Dimensions: 30 x 30 x 30 cm

  • Weight: 1 kg

Troubleshooting and FAQs

Common Issues and Solutions:

Q: I cannot save the order. What should I do?
A: Ensure all required fields, marked with an asterisk (*), are completed. Verify the receiver's contact details, product information, and box dimensions.

Q: Can I add multiple items to one order?
A: Yes, click Add New Row under Product Details to input additional items.

Q: How do I ensure address accuracy?
A: Use the Fill from Google Maps feature for precise address entry.

Q: Can I edit an order after saving it?
A: Yes, navigate to the Pending Orders tab, locate the order, and click the edit icon.