Usually, orders will be automatically imported into ONE when your customer makes a purchase through your online store. However, there may be occasions when you need to enter orders manually. You can enter orders one at a time, or you can input multiple orders by uploading a CSV file. In addition, you can export orders from ONE to a CSV if you wish.
Video: Creating an Order in ONE
To enter one order at a time, follow these steps:
Log into ONE and click on the “Orders” tab
Click the “New Order” Button
Enter the requested information and create the order
Enter the Order Number
Enter “Ship To” name, email, address, city, zip (or postal) code, country, and phone number
Under “Add Line Items,” enter the SKU, quantity, and price of the product ordered. Click the “Add Item” button. If the order consists of multiple SKUs, add the additional items, clicking the “Add item” button after each one.
Optionally add Paid Date, Amount Paid, Shipping Paid, and/or Tax Paid. Note: you may have to scroll down to see these fields
Optionally fill out the “Additional Option” fields (Internal Notes, Requested Shipping Service)
Once you have filled out all the fields, click the blue “Create” button
If the order was successfully created, you will see a message box letting you know.
To enter Multiple orders by uploading a CSV file, follow these steps:
- Log into ONE and click on the “Orders” tab
Click the “Import Orders” button
Click the “Download Template” button. This will save a CSV file to your computer called “order_CSV_Template.csv.
Find the file in your downloads folder or wherever you saved it on your computer. Open it using a spreadsheet program, such as Microsoft Excel or Google Sheets. Note: The template contains examples of orders. Look over these examples if you wish, and then delete them so you can enter your own orders. The Template looks like this:
Fill out the sheet with the following information for each order. Note: If an order contains multiple SKUs, enter each SKU on its own row
Order Number
Order Date
Ship to Full Name (this is the person to whom you are shipping the order)
Ship to Phone
Ship to email address
Ship to Company Name (if any)
Ship to Address
Ship to Address 2 (use if there is a second line to the recipient’s address)
Ship to Address 3 (use if there is a third line to the recipient’s address)
Ship to City
Ship to State (if in the U.S., use the state abbreviations)
Ship to postal code (zip code if in the U.S.)
Ship to Country (You should use the 2 letter Country codes from this list)
Product SKU
Product Description (for example, “black watch” or “brown tri-fold wallet”)
Product Quantity
Internal Notes (if any)
Requested Shipping Service (Ground, Express, First Class Mail, etc.)
RESERVED (Do not use this field--Leave it blank)
After you have entered all your orders, save the template (you can rename it; for example, “Orders 10-21-2018”). Then upload it to ONE by clicking the “Upload File” button, selecting the file, and clicking the blue “Upload” button.
The data you uploaded will be validated. If there is anything that needs to be corrected (e.g., invalid SKUs, duplicate SKU lines in the same order, etc.), ONE will let you know. If everything looks good, click “Confirm” to complete the upload. Otherwise, cancel the upload, correct any errors, and try again. After a brief waiting period, you will be able to see the orders you uploaded on the “Awaiting Shipment” page.
Note: The screenshot above shows a successful validation. The warning is there to remind you that validation will not catch data-entry errors. Validation catches errors like invalid SKUs by comparing what you enter against SKUs you’ve already uploaded into ONE. It has no way of knowing if you type in an order number or address incorrectly.