Spaceful's platform is designed to be as automated as possible, but there are always exceptions and instances where a manual order may need to be created. Follow these steps to create a B2B or B2C order.
B2C Order Creation
Navigate to the "Orders" tab in your Spaceful dashboard, and click on "Add Order".
A drop-down will appear, from there select the product(s) and quantity for the order. Fill out the required information (customer name, address, etc...) and select "Add Order" (located at the bottom).
B2B Order Creation
Navigate to the "Orders" tab in your Spaceful dashboard, and click on "Add Order".
At the top right of the window, click on the "Commercial Order" trigger.
A drop-down will appear, from there select the product(s) and quantity for the order. Fill out the required information (customer name, address, etc...). You can also add instructions or any additional information that would pertain to the specific order to ensure it is fulfilled exactly as needed.
Next, select the shipping type required (Boxed parcel or Palletized), upload any additional documentation (purchase order or packing slip in .pdf format) and select where you would like the your documents placed. If you plan on using your own shipping service & rates for the specific B2B order, please be sure to select "Use external shipping" located at the top left.
Note: An order will remain on hold until all necessary documents are uploaded. If documents are not uploaded during the order creation process, you can visit the Order tab, and click on "Order Details" to upload any missing documentation.