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 Re-import from source to refresh details from upstream.

Actions & bulk actions

Row actions (per order)

• Create shipment: opens the shipment create flow for this order.
• Print documents: packing slip / delivery note / combined documents.
  • See: Orders — Printing documents

Bulk actions (Orders list)

• Create shipments: creates shipments for many orders at once (must be a single client + tenant).
• Update order status: changes warehouse status for selected orders.
• Mark as shipped (external): use when labels were created outside ParcelPilot; can deduct inventory and optionally create a basic Shipment record.
• Reimport from source: pulls the latest order data from the upstream ecommerce platform (where supported).
• Delete orders: deletes selected orders (blocked if shipments exist).

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, consider re-importing or marking it complete/cancelled (depending on your workflow) instead of deleting.

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).