Mintsoft training · Orders
Place an order by hand.
For orders that don’t come through your webshop, like phone orders, replacements, samples or gifts. Add the products, the address and the delivery, and we’ll pick, pack and send it. Here’s how, screen by screen.
Open Input New Order
In the menu, click Orders, then Input New Order.
- 1OrdersOpens the orders menu.
- 2Input New OrderStarts a new manual order.
Illustration of the client portal. Your screen may look slightly different.
Choose the warehouse
Pick the warehouse the order should ship from, then click Select.
- 1WarehouseChoose the UK or EU warehouse that holds the stock.
- 2SelectOpens the product list for that warehouse.
Only see one warehouse? That’s fine, just click Select.
Illustration of the client portal. Your screen may look slightly different.
Add the products
Find each product, enter how many you want and add it to the cart.
- 1SearchType a SKU or part of the product name.
- 2QuantityStarts at 1. Change it before adding.
- 3Add To CartAdds the product. Repeat for every item in the order.
- 4CartShows how many lines you’ve added. Click it when you’re done.
Illustration of the client portal. Your screen may look slightly different.
Check the cart
Check each line, then click Complete Order. The dot next to each SKU tells you if there’s enough stock.
- 1Green dotEnough stock to send this line.
- 2QuantityChange it here if needed.
- 3Red dotNot enough stock. The order will wait as a back order until stock arrives.
- 4RemoveDeletes that line. Empty Cart clears everything.
- 5Complete OrderMoves on to the delivery details.
Keep each order under 130 different SKUs. Bigger orders can time out, so split them into two.
Illustration of the client portal. Your screen may look slightly different.
Add the address and order number
Look up the address by postcode, then let the portal create an order number for you.
- 1PostCode LookupEnter the postcode and click Find Your Address, then choose from the list. You can also type the address in yourself.
- 2AddressCheck it’s complete. A missing line is the most common reason an order won’t save.
- 3Auto Generate OrdernumberTurn it on and we create a unique number. If you use your own, it must not have been used before.
Illustration of the client portal. Your screen may look slightly different.
Add the customer and delivery
Add who it’s going to and how it should be sent, then click Create Order.
- 1NameFirst and last name are needed for the label.
- 2Mobile and emailAdd both so the courier can send tracking and delivery updates, like DPD’s one-hour slot.
- 3ChannelWhere the order came from. Pick your manual or default channel.
- 4Courier ServiceKeep Auto Select and we choose the right service using your shipping rules. Or pick a specific one.
- 5Create OrderSaves the order and sends it to us.
Shipping outside the UK? Every item needs a value for customs. Orders with £0 items can’t go through the normal international process.
Illustration of the client portal. Your screen may look slightly different.
Check it’s been created
You’ll see a success message, and the order appears in Orders as NEW. We take it from there.
- 1Success messageYour order has been saved.
- 2Your orderFind it in the Orders list by order number or name.
- 3NEWWaiting to be picked. You can still change it while it’s NEW or a back order.
Illustration of the client portal. Your screen may look slightly different.
Get it right first time
Six tips for smooth orders.
Add a mobile and email
Couriers use them to send tracking and delivery updates, so fewer “where’s my order?” emails.
Leave the courier on Auto Select
We pick the right service from your shipping rules, unless the customer has paid for something specific.
Use unique order numbers
Auto Generate is easiest. A duplicate number stops the order from saving.
Value every item abroad
International orders need a value for every line for customs. £0 is fine for UK orders only.
Under 130 SKUs per order
Larger orders can time out. Split them into two orders instead.
Sending the same thing again?
Copy a previous order instead of starting from scratch.
Optional · Batches and expiry dates
Need a specific batch? Pick the stock yourself.
Normally we pick the right stock for you, oldest first. If an order must come from a particular batch or expiry date, turn on one setting and you can choose it in the cart.
- 1Arrow next to the SKUShows every batch and location we hold.
- 2Batch quantityEnter how many to take from that batch.
- 3Add To CartThen finish the order as normal from step 4.
Illustration of the client portal. Your screen may look slightly different.
Questions
Common questions.
“We’re sorry, a problem has occurred at /Cart/CompleteCart”
Check the cart has items in it, the order number is unique (or turn on Auto Generate), the address is complete, a warehouse and courier are selected, any product options are chosen and there’s stock. Still stuck? Clear your browser cache or try a different browser, then email us.
What does the red dot mean?
There isn’t enough stock for that line. You can still create the order; it will wait as a back order and go out when stock arrives. Managing back orders.
Can I change or cancel an order after creating it?
Yes, while it’s NEW or a back order. Once we’ve started picking, email us straight away and we’ll do our best. See the quick fixes in Mintsoft training.
I’m asked to choose a product option
Some products have options, like gift wrap or a message. Choose one in the cart. On manual orders, options print on the despatch note.
How do I send a free item to a customer abroad?
Give it a real value for customs. A £0 international order can’t be sent the normal way, so email us first and we’ll arrange it with the courier.
Can I place lots of orders at once?
Yes, upload them in a spreadsheet instead. See Placing orders in bulk.
Based on Mintsoft’s Create a manual order, CompleteCart error, International orders with zero value and Order status definitions guides.
Need a hand?
We’re here to help.
Problem with an order? Send us the order number and we’ll look into it.