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Orders — Create, Edit & Delete

This guide covers the day-to-day order management workflow in Orders.

Create an order (manual)

  1. Go to Orders.
  2. Select New Order.
  3. Fill in:
    • Order number (your internal reference)
    • Ship-to details (at minimum postcode + country)
    • Line items (by SKU) and quantities
  4. Save.

Notes:

  • Manual orders are marked as orders created directly inside ParcelPilot and can be fulfilled like any other order.
  • If you plan to create a shipment, make sure the ship-to address is complete.

Edit an order

  1. Open the order.
  2. Select Edit Order.
  3. Update what you need (ship-to address, line items, totals, internal status).
  4. Save.

Common follow-ups:

  • Create a shipment from the order.
  • If the order was imported from an ecommerce platform, use Reimport to refresh source-owned details from upstream. See Orders — Reimporting an Order.
  • If the order should stay out of the warehouse queue, use Suppress From Warehouse or Archive instead of deleting it.

Actions & bulk actions

Row actions (per order)

  • Create shipment: opens the current shipment workflow for this order. Choose the Shipment method that matches how the goods are leaving: Parcel Pilot carrier, External courier, Customer collection, or External fulfilment.
  • Print documents: packing slip / delivery note / combined documents.
  • See: Orders — Printing documents
  • Suppress From Warehouse: hides an ecommerce order from live warehouse work while keeping the record for audit/accounting and releasing any undeducted reservation.
  • Archive: keeps an ecommerce order for history/finance workflows, removes it from operational views, and releases any undeducted reservation.
  • Anonymise PII: redacts personal data while keeping order identity and operational facts for GDPR-style retention.

Bulk actions (Orders list)

  • Create shipments: creates shipments for many orders at once (must be a single client + tenant). The bulk workflow uses the same Shipment method model as the single-order flow.
  • Hold fulfilment: pauses warehouse execution for eligible selected orders without changing the underlying warehouse status or releasing reservations.
  • Release fulfilment hold: removes the ParcelPilot local fulfilment hold from eligible selected orders so the normal blocker model can apply again.
  • Reimport from source: pulls the latest order data from the upstream ecommerce platform for supported sources. It refreshes source-owned details but does not act as a blanket warehouse reset. See Orders — Reimporting an Order.
  • Suppress ecommerce orders: preferred bulk action when an imported ecommerce order should no longer appear in the live warehouse queue.
  • Archive ecommerce orders: keeps imported ecommerce orders for longer-term history or finance use without leaving them live for fulfilment.
  • Delete orders: deletes selected orders (blocked if shipments exist, and ecommerce orders are expected to use suppress/archive instead).

Printing in bulk:

  • Invoices (PDF) and packing/delivery PDFs are available as bulk actions when permitted.

Delete orders

Orders can be deleted in bulk from the Orders list.

Important:

  • Orders that already have shipments cannot be deleted.
  • If an order came from an ecommerce platform, do not treat delete as the normal workflow. Use Suppress From Warehouse or Archive so the order does not simply reappear on the next sync.

Related guide:

Merged orders (fulfilment)

Some orders can be “merged” for fulfilment. When an order is part of a merged group:

  • Shipments should be created from the primary order.
  • Tracking can be pushed back to multiple upstream orders (when enabled).