How to create an order in ShipStation

No matter the system, creating an order can be a slow and painstaking process. If the order is for an expedited replacement or an upset customer, it's even more important to move fast. With a properly built flow guiding your team they can create new orders quickly and correctly every time.

The ShipStation: Create Order steptype can be left flexible for your team to create orders as needed, or can be buttoned down to only create orders under specific circumstances. Whatever you need, there's a way to make it faster and more accurate.

Title

Use this field to tell your team what you'd like them to do at this step. If you want your team to have flexibility it can be general like "Create a replacement order". However if you want the order to be more restrained, it can be "Order a free replacement Smart Watch 42MM" 

(Optional) Requested Shipping Service

If you prefer to use a specific shipping service connected to ShipStation, enter it here. If only one service is connected in ShipStation, it will be selected by default.

Note: This can only be configured here within the steptype and cannot be selected by your team as they go through the workflow.

(Optional) Store ID

If there are multiple stores within your ShipStation instance, use this field to enter the Store ID where this order is sent from.

Enable option to add return shipping label in order notes?

If this order is for a replacement item and the customer needs to return the original, check this box to add return instructions alongside the order. You will need to enter the Ship-To Address details (such as the name and address of your company or receiving warehouse) in the fields that appear when checked.

Mark as $0.00 paid order in ShipStation?

Check this box if you want to use this order to send a free replacement to the customer, rather than charging them.

Create new customer record in ShipStation?

Check this box to automatically add a record for this customer to your ShipStation instance when creating their order.

Filter products shown in Sidekick?

If you have a many products in your lineup, it can be a bit overwhelming for your team to select the model from a dropdown list - especially if there are minor differences between products with similar names or SKUs.

Instead, you can choose only a small set of products to offer to your team when creating an order. When used in conjunction with a Decision Tree steptype, we've had customers whittle down this list to just one filtered product, guaranteeing the right one is ordered every time.