How to Book an Imported Order?

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How to Book an Imported Order?

Orders which are created via New Order Form, bulk excel sheet upload or via API intergartion will be automatically booked and will display on Shipments Page for further processing.

For the orders which are imported from connectors needs to be booked. Please follow the mentioned steps to book an imported order:

  1. On the left navigation screen click on Orders Page.

  2. Click on Book button for booking a particular order.

  3. If you want to book the orders in bulk, select the check boxes of the orders and click on Book button for booking the orders in bulk.

  4. After the order is successfully booked, it will be move to the Shipments Page.

Can I Edit an Imported Order Before Order Booking?

You can edit the orders which are showing on Orders page by following the below mentioned steps:

  1. Click anywhere on the order row to open the order details page for the respective order.

  2. You can see three buttons Book, Edit Order and Cancel Order.

  3. On clicking the Edit Order, it will open the editable order form on which you can edit the order details. There you will have two options: “Save” and “Save & Book”.

  4. On clicking “Save”, edited order details will get saved only and will show on Orders page.

  5. On clicking “Save & Book”, order will be booked with the edited order details and will move to Shipments page.

Note: Cancelled orders showing on Orders page cannot be edited.

If you have any questions that are not addressed, please feel free to reach Shyplite Support.