How do I create a Sales Order in the 3PL Client Portal?

Sales Order creation

Go to Sales > S/O Management.

Click Add.

This takes you to the Sales Order Management screen in Add mode. The Customer field will always be you (as you are the customer in this situation).

Scrolling down, you will see three tabs: Lines, Addresses, and Activity.

Lines

Lines is where you will enter what items are in the S/O using one of two options: one by one or pasting from Excel.

Enter the SKU, press the Tab key, and wait for the rest of the information to populate (Product Name, etc.).
Enter the quantity of items being ordered on this S/O under Order.

You can also from Excel. Here is a guide on how to do this: How do I use the Paste from Excel tool for bulk data entry?

Addresses

Addresses tab will show you the primary Shipping and Billing addresses for the customer (not you - the customer who will be receiving the order).

Warning: Without a shipping address, sales orders will not be able to be fulfilled. It is crucial that all orders come through with a shipping address.

Activity

The Activity tab will show you all related records: Invoice, Shipment, etc. In Add mode this will be empty because you're starting at the beginning. But when viewing an existing S/O, the related items will show up (Invoice, Shipment, etc.).

When you have finished entering in all of the information for this S/O, click Save.

Click Yes.

The Order # will automatically populate.