How to Add single Orders
Order Management
Order management helps businesses track, create, and manage orders efficiently. It ensures smooth processing of product requests, maintains records of quantities, pricing, and serial numbers, and helps in tracking shipments between locations or dealers
The Single Order feature allows you to create and manage individual orders by entering product details, quantities, and pricing.
Step-by-Step Guide to Add a Single Order
1. Navigate to Orders
- Click on Orders from the left sidebar.
- Click on Add Order button on the top-right.
- From the dropdown, select Single Order.
2. Fill in Order Details
A new page will open. Enter the following details:
- Company* – Select the company name
- Dealer* – Choose the dealer
- Order Date* – Select the order date
- Reference #* – Enter a unique reference number for tracking
3. Add Product Details in Item Table
In the Item Table section:
- Select the Product (SKU ID / SKU Name)
- Enter the Quantity (QTY)
- Enter the Rate (₹)
- The Total Price will be calculated automatically
- Serial numbers (if applicable) will be displayed or assigned
You can add multiple products by clicking on “Select a Product” in the next row.
4. Save the Order
- Click on Save to create the order
- Or click on Save as Draft if you want to complete it later
Once saved, the order will appear in the Order List.
Conclusion
By following these steps, you can easily create and manage single orders. This helps in maintaining accurate records of products, quantities, and pricing, ensuring smooth order processing and tracking.
FAQ
1. Can I create an order without selecting a dealer?
No, selecting a dealer is mandatory to assign and track the order properly.
2. Is the Reference Number required?
Yes, the reference number is mandatory and helps in uniquely identifying each order.
3. How is the total price calculated?
The total price is automatically calculated based on:
Quantity × Rate
4. Where can I view all created orders?
You can view all orders under:
Orders → Order List
5. Can I add multiple products in one order?
Yes, you can add multiple products in the Item Table within a single order.
6. What is the difference between Save and Save as Draft?
- Save → Finalizes the order
- Save as Draft → Saves the order without final submission for later editing
Need Assistance?
If you require Dyrect to assist you with an integration, you can do so by following these steps:
- Create a support ticket by submitting a form here or email us at support@dyrect.co
- A support will reach out to you to request access to your Shopify store.
Schedule a Personalize Demo
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