How to Manually Create a Sales Order [Step-by-step guide]

You can manually create Sales Orders in techOMS. This allows you to manage them directly—such as applying specific actions, fulfilling them, and generating shipments. Follow this guide for a step-by-step procedure.

NOTE: For escalation or automation purposes, you may prefer to create Sales Orders through the API. For details, refer to Getting started using techOMS API [Information].

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To manually create a Sales Order:

1. Click Sales Orders from the left menu under the Sales section.

2. Press Create.

3. Complete the main order properties:

• Order Number: Order ID preassigned by techOMS. Modify this field if needed.
• Date: Click the calendar icon to enter the order's date.
• Requested Warehouse / Carrier / Service: Select these only if needed.

NOTE: The following fields are read-only during order creation. They may be modified manually or automatically by techOMS as actions are performed:

• Status: Preassigned as Draft; can be updated manually or by techOMS.
  
• Channel: Preassigned depending on the used channel.
• Source: Indicates the source of the order.
• Last Action: Shows the last recorded action for the order. Press the three-dot icon to open its details.
  

4. Check Show Details and complete the fields:

• Ship To: Click the pencil icon to enter shipping information.
   
  NOTE: This opens a pop-up to fill in the address and contact details. You can click Select Customer to prefill the information using saved customer data (as-is or as a template).
  
  
  This opens a nested pop-up. Select the desired customer and press Select.
  
  
  To learn more about managing customers, refer to: How to Manage Customers [Step-by-Step guide].
  

   
  

• Reference / PO Number
• Use Ship To Address: Check to copy the Ship To value into the Bill To field.
• Bill To: Click the pencil icon to enter billing information.
   
  NOTE: This opens a pop-up to enter address and contact details. If Use Ship To Address is checked, you can still adjust the billing fields as needed.
  
  
  

   
  

• Currency
• Ship Date/After: Click the calendar icon to enter its details.
• Delivery By/After: Click the calendar icon to enter its details.
• Cancel After: Click the calendar icon to enter its details.
• Carrier Account: Click the pencil icon to enter carrier account details.
   
  NOTE: This opens a pop-up to fill in payment terms, account number, etc.
  
  
  

   
  

• Notes: Add any relevant notes.
• Tags: Type each tag and press Enter.

NOTE: The following fields are read-only during order creation and are automatically updated by techOMS:

• Total: Auto-calculated based on line items. Click the three-dot icon to view details.
  
• Phone / Email: Auto-filled from the Ship To section.
• Fraud Score: Populated when using supported Sales Channels. For the full list, see techOMS Sales Channels - Master List [Guides List]. For field details, refer to: How to View a Sales Order Fraud Score [Step-by-Step Guide].
  

5. Press Add to include an order line. Enter its details and repeat as needed.

This opens a pop-up with line details:

• Line: Line number.
• Product Variant: Start typing to search and select the desired variant.
• Quantity: Number of SKUs.
• Price: Unit price.
• Discount: Total discount amount (not a percentage).
  
  

NOTE: The SKU field is auto-filled based on the selected product variant.

6. Process the order by pressing:

• Save: Saves the order in Draft status.
• Actions: Opens options to:
  • Approve: Approves the order and unlocks Allocate & Fulfill.
  • Cancel: Saves the order in Cancelled status.
• Clone: Duplicates the order and opens it in a new tab.

The order is now saved and, if applicable, processed as requested.