Creating Orders

Creating Manual Orders

The Manual Order Creation feature allows users to create new orders directly within the app UI—without requiring JSON input. This functionality simplifies the process for creating standalone or linked orders, supporting key order management use cases such as replacements, appeasements, or returns.

Steps

1. Go to Orders → All Orders.

2. Select Create → Create Order from the dropdown.

3. Choose one of two options:

   • Create from scratch: Leave the Link Original Order field blank.

   • Link to an existing order: Select an existing order to connect the new one to (e.g., for replacements).

 

Form Details

• Order Reason: Define why you’re creating this order (e.g., damaged item, replacement, appeasement). This field is optional.

• Tags and Notes: Add internal tags or notes as needed.

• Items:

  • Click Add Items to open the product selection dialog.

  • Search or scroll to find SKUs and select the items you want.

  • The dialog displays Available Quantity on Hand for visibility into inventory.

  • Items can be flagged as “requires shipping” or not.

• Shipping and Billing Address:

  • Enter the recipient’s address.

  • Choose from existing Shipping Methods in the dropdown.

  • (Future enhancement: option to set Billing Address same as Shipping Address.)

• Custom Fields:

  • Use custom fields to map order data to connectors and integrations.

  • Add a Name and Value for each custom field.

Save or Confirm the Order

• Click Save Draft to save the order in draft status.

  • Draft orders can be empty and remain fully editable.

  • Each draft order automatically receives a unique Order ID.

• Once ready, click Confirm Order.

  • The status changes from Draft to New.

  • The order becomes eligible for automation rules and routing.

Linking a New Order to an Existing One

Linking allows users to create a new order that references an existing one—ideal for damaged, missing, replacement items, or other use cases.

Steps

1. Go to Orders → All Orders.

2. Select Create → Create Order.

3. Under Link Original Order, search for or enter the original order ID.

   • The system auto-suggests matches after four characters.

   • Once selected, customer details, shipping address, and shipping method are auto-populated.

      

     

4. Set the Order Reason (e.g., Damaged Item).

5. Add internal Notes and Tags if needed.

6. In Linked Products, view items from the original order.

   • Select only the product(s) that need to be re-sent.

   • Adjust quantity as needed.

      

     

7. Click Save Draft.

   • The app validates the shipping address against shipping method records (requires Address Line 1).

   • If the address cannot be verified, you can edit it or choose Use this address anyway.

8. Review and click Confirm Order to finalize.

The linked order inherits relevant details from the original, making the process faster and minimizing manual entry.

Order Status and Routing

• After confirming, the order transitions to New status.

• The system’s automation rules evaluate the new order for routing and shipping requests.

• The Routing Status updates as the order moves through processing.

Key Details

Creating Orders via JSON

• Navigate to the All Orders section of the app.

• Select the Create button, then choose New order from JSON.

• In the pop-up window, enter the information about the order(s).

You can create orders using JSON with this structure:

Required Fields

The only truly required field for creating an order is:

• extOrderId

  - External Order ID (string)

Core Order Structure

{
  "extOrderId": "ORDER-12345",
  "status": "new",
  "orderSource": "shopify",
  "orderSourceType": "online",
  "currency": "USD",
  "totalPrice": 99.99,
  "subTotalPrice": 89.99,
  "orderTax": 8.00,
  "shippingPrice": 10.00,
  "extOrderCreatedAt": "2024-01-15T10:30:00Z",
  "lineItems": [
    {
      "sku": "WIDGET-001",
      "quantity": 2,
      "uniqueId": "line-1",
      "requiresShipping": true,
      "itemPrice": 44.99,
      "name": "Premium Widget"
    }
  ],
  "shippingAddress": {
    "firstName": "John",
    "lastName": "Doe",
    "address1": "123 Main St",
    "city": "New York",
    "stateOrProvince": "NY",
    "zipCodeOrPostalCode": "10001",
    "country": "US",
    "email": "john.doe@example.com",
    "phone": "555-123-4567"
  },
  "billingAddress": {
    "firstName": "John",
    "lastName": "Doe",
    "address1": "123 Main St",
    "city": "New York",
    "stateOrProvince": "NY",
    "zipCodeOrPostalCode": "10001",
    "country": "US",
    "email": "john.doe@example.com"
  }
}

Custom Fields

Add custom data to orders and line items:

{
  "customFields": [
    {
      "name": "priority",
      "value": "high"
    }
  ]
}

Payment Information

Include payment details:

{
  "payments": [
    {
      "amount": 99.99,
      "currency": "USD",
      "method": "creditCard",
      "status": "succeeded",
      "kind": "visa"
    }
  ]
}

Discounts and Additional Charges

{
  "discounts": [
    {
      "type": "coupon",
      "value": 10.00,
      "reference": "SAVE10"
    }
  ],
  "additionalCharges": [
    {
      "type": "handling",
      "value": 5.00
    }
  ]
}

Creating Orders in Bulk via CSV Import

Access the Import Feature

To start importing orders in bulk:

• Navigate to the All Orders section of the app.

• Select the Create button, then choose Bulk Import Orders.

  

• In the pop-up window, drag and drop your CSV file or click to browse and select it from your device.

• After the file is uploaded, the app displays a preview of your orders—each in its own row.

• Review the data, then click Import to initiate the process.

The system will process your file in the background and notify you via email once the import is complete.

When a product is added via import, it is not owned by any integration. This means any integration can update the product, as no ownership restrictions apply.

Download the Import Template

Before uploading your data, download the official CSV template from the import window. The template includes all required and optional fields needed for successful order creation.

Prepare Your CSV File

• Fill in your order data using the template.

• Each order should occupy a single row.

• For multiple line items, complete the appropriate columns (e.g., Line Item SKU#1, Quantity#1, etc.).

• Ensure required fields, such as Order ID, are included.

Import the File

The system will validate the data and run the import in the background.

• Return to the Orders section.

• Click Import CSV.

• Upload your completed CSV file.

• Enter an email address to receive the import results.

• Click Import to start the process.

The app will validate your data before processing. If issues are found, they will be included in the results email.

Troubleshooting

Issue: Address validation fails.
Solution:

• Verify that Address Line 1 is filled in.

• If the order method cannot validate, review for typos or select Use this address anyway.

Issue: Items not appearing in search.
Solution:

• Confirm that SKUs are active and available in inventory.

• Check spelling or filters in the Add Items dialog.

Issue: Automation not triggered after confirmation.
Solution:

• Verify that the order reached New status.

• Check organization-level automation rules for new orders.

What happens after import?

You’ll receive an email with a summary of the results, including:

• Total orders processed

• Successfully imported orders

• Skipped orders (e.g., due to duplication)

• Failed orders, with details explaining the error

Common Issues

Need Help?

If you need additional assistance:

• Use Ask Pippen, our AI agent, located at the top of the app page.

• Submit a support request with as much relevant detail as possible. Learn how to submit a request.

• For urgent issues, email us directly at support@pipe17.com.

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