Creating a manual order

Applies to: All tiers  ·  Last reviewed: 2026-06-24

What this is

Most orders flow in from a sales channel, but you can also enter one by hand: a phone order, a wholesale order, a replacement shipment, or a sample. Every client has a built-in Manual Orders channel, so you can do this without configuring anything. Manual orders are created at Orders & Sales > Orders > New Order.

Create the order

1. Go to Orders & Sales > Orders and click New Order.
2. Order ID (optional): leave it blank to auto-number.
3. Client (required): pick the client first. The product search is scoped to that client's catalogue, so nothing shows in the product field until a client is chosen.
4. Ship To: fill Name, Address 1, City, Province/State, Postal/ZIP, and Country (defaults to CA), plus Company, Address 2, Phone, and Email as needed. Save Address stores it for reuse.
5. Products: in the Add product search, type a SKU, pick the option, and click Add. The line appears with a quantity stepper that defaults to 1, set the quantity after adding. Repeat for each line, the trash icon removes one.
6. Click Create Order.

What happens on create

CanShip allocates stock against available inventory right away and creates a shipment draft. The order's inventory status lands in one of three states:

• Allocated: stock covered the whole order; it is ready to pick.
• Partial: some lines or quantities allocated, the rest waits for stock.
• Unallocated: nothing was available (for example a sold-out SKU); the order is a backorder until you receive more.

Allocation consumes available stock in order of creation, so a large order against a low-stock SKU allocates what is on hand and can leave the next order Unallocated.

Tips

• Pick the client before searching products, the search is client-scoped.
• Click the autocomplete option to select it; keyboard select is unreliable. Confirm each line landed before creating.
• Set the quantity on the line after Add, not before. The default is 1.