Creating orders: manual, import, channels, portal, CRM

The five ways an order enters OMS, required fields, the import template, and draft editing rules.

All five creation paths funnel through the same shared create routine, so validation and numbering are identical no matter where the order comes from.

The five entry points#

• Desktop manual order — the New Order page, creates a draft.
• Excel/CSV import — upload rows; rows sharing a channel_order_no become one order.
• Channel pull — fetch orders from connected sales channels.
• Merchant Portal — merchants create orders on your behalf (order type: parcel/freight/will call).
• CRM deal conversion — convert a won deal into an order.

Manual order: required fields#

• customer_id plus at least one order line (item_id and ordered_qty greater than 0); empty lines are rejected.
• If you leave ship_to blank, the customer default address is used; country defaults to US, currency to USD, UOM to EA.
• carrier_code must exist in the shared carrier catalog; service_code is free text.
• Order total = subtotal − discount + shipping_fee + tax; line_total = qty × price.

Import template and merge rules#

• Required columns: channel_order_no, customer_name, sku, qty. Optional: channel_code, ship-to fields, unit_price, required_ship_date, note.
• Rows are validated one by one (SKU must exist, qty > 0, channel_order_no not duplicated). Failed rows are skipped; successful rows are not affected.
• A missing customer is auto-created (code IMP-YYYYMMDD-####). The result reports imported rows and failed rows separately.

Editing a draft#

• Only draft and pending_review orders can be edited; later states return NOT_EDITABLE.
• Lines are replaced wholesale (old lines deleted, new lines inserted) and totals are recalculated.

Missing-information flag on orders#

Every order is checked as soon as it enters the system — no matter which entry point it came from. If something needed for fulfillment is missing, the order gets a red "Missing info" flag with the exact items listed, instead of failing later at the packing station.

• What is checked: recipient name, street address, city, state (US/CA only), postal code and country; at least one line with a quantity above 0 and a SKU that exists in your product catalog; and a carrier + service — or coverage by a rate-shopping policy / default carrier mapping, in which case the carrier is assigned automatically at ship time and nothing is flagged.
• Will-call (customer pickup) orders are checked differently: no delivery address or carrier is required — instead, the pickup contact name and phone must be on file (taken in order from the pickup registration, the recipient fields, or the customer record), plus the same line checks as other orders. A flagged will-call order cannot be handed over (pickup complete) until the missing items are fixed.
• Where you see it: a red badge with the count on the order row in the list (tick "Has missing info" to filter), and a card at the top of the order detail page listing each missing item in plain words.
• How it clears: just fill in what is missing and save — the flag re-checks and clears itself. There is no manual "clear flag" button. A flagged order can still be sent to the warehouse and picked, but it cannot be shipped or labeled until every item is fixed.