Once you've gotten your account setup with the mandatory fields and have updated your product inventory, you'll be ready to begin managing your orders!

On this page we'll review the following:

Creating Orders

There are multiple ways to import orders into the platform.

Add A Storefront/Marketplace

Import Orders From Your Storefront/Marketplace

If you use a Storefront like Shopify or Amazon, any pending orders will import once you integrate your Store with the platform. To do this, please refer to the article, Add a Storefront/Marketplace.

Manually Create Orders

You'll create orders under the fulfillment section of the platform.
  1. Expand the Fulfillment tab on the left-side navigation menu.
  2. Select into the Open Orders page.
  3. At the top of the page, select the button <Custom Shipment>.
  4. Enter the order details and save your order using the checkbox in the upper right corner. In order to save, you'll at least have to have the Shipping From and Shipping To sections complete.

Step-by-step instructions with visuals can be found in the following support article: Custom Order.

Fulfilling Orders

After you've imported/created orders, you'll be able to fulfill orders by creating a batch. To create a batch, navigate into Open Orders and select the orders you would like to create shipping labels for using the checkboxes to the left of each order. Once you've checked all orders that will be shipped, select the button <Fulfill>. 

Creating a Batch

You'll be asked to confirm how many orders you are batching, and then will be navigated to the Batch Order Details page. From here, you'll be able to review details of your batch, print out pick lists and pack lists using the print icon, and generate shipping labels using the <Checkout Labels> button. If you need to undo a batch and send the orders back to "Open Status", you'll use the red "x" icon in the upper right corner of the screen. 

Step-by-step instructions for fulfilling a single order can be found in the following support article: Processing an Order.

Step-by-step instructions for fulfilling multiple orders can be found in the following support article: Batch Processing Orders.

You have now learned how to set up your account, update your product list, and manage orders on the Soapbox platform! You'll be able to find more support articles in the Soapbox Knowledge Base

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