There are three ways to create an order at Webshippy. You can import orders automatically, manually or upload them in an XLSX file.

You can register an order manually by clicking on “Create order” at “Order management" - "Orders”

Step 1: Order details

As a first step when you create an order, you must provide the basic information, such as the order ID and billing information.

You can choose the webshop if you have registered “Other” sales channels in our system. In the case of a manual upload, you don’t have the option to ship from an external webshop (e.g. Shoprenter, Woocommerce).

Step 2: Shipping information

You can select your preferred shipping method here.

If you remove the tick from “Shipping address same as billing address”, you can give a different billing address from the delivery address.

Step 3: Payment information

When filling in the payment details, please note that if you do not select cash on delivery, the courier will deliver the parcel to your customer free of charge. You do not have to pre-fix the COD amount, as the system will automatically add up the value of the products when you fix the products in the parcel.

By providing the payment information, you create an empty order, and you can begin putting together your package.

Step 4: Recording and editing the content of the package

You can write the name or SKU of your chosen product in an intelligent field at “Add product” under “Package content”. Our system automatically suggests a filtered list of the products that correspond with your input. You can write physical and virtual products, as well as product bundles in this given field.

If you would like to add a product (real or virtual – such as a promotion or extra charge) to your order that you can’t find in the list, you can do it by clicking on “Add new product” in the list. On this surface you can also save the new item to your products.

Special items on your invoice

If, for invoicing reasons, you would like to record extra charges or promotions (delivery charge, free guarantee, discounts) with your order, you can write the name in the same intelligent search field we spoke about earlier. Then, you can add the additional information by clicking on “Create new line item”. If it is a one-time deal, it’s enough to record the name and value in the pop-up window.

You can give us both the net or gross prices of your products. Our system automatically fills in the missing prices and adds up the total. In the case of C.O.D. orders, our system automatically calculates the value of the C.O.D. Nevertheless, you have the option of modifying this at “Edit payment information.”

You can see the products and product bundles separately on this surface.

After recording your package content, you can add or delete additional products by clicking on “Edit content”. You can also change the prices of products here. To register the items following your modifications, click on “Save content”.

Step 5: Setting services

You can add additional services for your order by clicking on “Edit services”.

There is no need to save the information at the end of the process as each piece of information is individually saved during editing.

Step 6: Attachments

You have the option of attaching two types of documents to your order. You can attach a PDF invoice if your have selected the option of Upload a PDF invoice manually with the billing system of the sales channel integrated with your order.

You can add a PDF file to all your orders. If you upload such an attachment, we always print it and attach it to your package. Note that this service incurs a charge equivalent to the cost of printing.

Step 7: Verification

Based on your order, you will find the tabs containing the usual information, such as:

This content is the same as the previous surface.

Step 8: Order is ready for packaging

After registering all the information of your package, the order is still in draft form until you click on “Finalize order” at the status row. By doing this, you allow the order to proceed to packaging. If you want to stop the packing or delay it to a later date, you can click on “Ready for packaging”.

If you request delayed packaging, we will ship your package on the selected day.

You still have the option of modifying any detail of your order after uploading it manually, or importing it from an external webshop. You have the option to make modifications until the point the package is either in the status of “Processing” or “Fulfilled”.

You can change the order ID, or if you have several webshops, change the webshop, under “Order move and edit” in “Tools” at the top-right corner of the “Order details” page.

You find “Duplicate order” under “Tools” at the top-right corner of the “Order details” page. You can recreate the entire order here if you’d like. If you copy the order, and you have several “Other” type of webshops, you can choose the one you’d like. The new order will inherit all the data of the original order, the order ID will have /2 tags added. The newly created order will be in draft status, so you can make changes to it.

To delete the open order, click on “DELETE package” under “Tools” at the top-right corner of the order details page.

In “Tools” at the detailed view of the order, you can delete the personal information of your customer (name, e-mail, phone number, shipping address, billing address) at their request. You can do this within 1 year of registering the order. We must keep this information to provide you with the option to follow our contractual fulfillment services.