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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 Re-import from source to refresh details from upstream.
  • If the order should stay out of the warehouse queue, use Suppress From Warehouse or Archive instead of deleting it.
  • If a specific serialised/on-pick picking line must come from a specific location, use Pick Location Override as an exception workflow.

See also:

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
  • Pick Location Override: admin/operator exception action for changing the planned pick location for a specific picking line. Use it only when the normal automatic pick suggestion should be overridden for that line.
  • 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).
  • Update order status: changes warehouse status for selected orders.
  • Mark as shipped (external): use when labels were created outside ParcelPilot; completes fulfilment by deducting inventory and can optionally create a basic Shipment record.
  • Reimport from source: pulls the latest order data from the upstream ecommerce platform (where supported).
  • 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).