Orders: Overview

Orders Overview

Quick Summary: Orders are the core of your Floship portal — each order represents a shipment to your customer.

Overview

Every product you ship through Floship starts as an order. An order contains your customer's shipping address, the items to ship, and the courier/service to use. Once submitted, the warehouse picks, packs, and ships the order on your behalf.

Orders move through a series of statuses — from creation to delivery — so you always know where each shipment stands.

Quick Start

1. Navigate to Orders
2. Use the + menu to add an order (or upload orders in bulk)
3. Fill in the destination address, items, and shipping details
4. Click Save — your order is now Incomplete or Pending Approval [pref som_via_automation_rules]
5. Review and Approve the order (or set up Automation Rules to approve automatically) [endpref] [pref !som_via_automation_rules]
6. Review and Approve the order [endpref]
7. The warehouse processes your order — status moves through Pending Fulfillment to Fulfilled
8. Track your shipment from the order detail page

How Orders Work

The Order Lifecycle

Every order follows this general path:

Create → Approve → Warehouse Processing → Shipped → Delivered

In status terms:

Not every order follows this exact path. Orders can be put On Hold, Canceled, or Rejected depending on the situation. See Order Statuses for the complete status reference.

Order Types

Floship supports different order types depending on your account setup:

Note: Available order types depend on your account configuration. If you don't see a type you need, contact your Account Manager.

What's in an Order

Each order contains:

• Destination address — where the package is going
• Order lines — the items (SKUs) and quantities to ship
• Courier and service — which shipping carrier and method to use
• Customs information — required for international shipments (HS codes, declared values)
• Documents — shipping labels, commercial invoices, and packing slips

Optional fields include: - Source address — where the package ships from (if different from warehouse) - Insurance — declared value for shipping insurance - Tags — custom labels for organizing orders - Priority — flag urgent orders for faster processing - Importer/Exporter addresses — for customs clearance - PO number — your internal purchase order reference

Ways to Create Orders

Key Concepts

Statuses vs Exceptions

• Status tells you where the order is in its lifecycle (e.g., Pending Fulfillment, Fulfilled)
• Exception tells you why an order needs attention (e.g., No shipping option, Validation error)

An order can have both a status and an exception. For example, an order might be On Hold with a No shipping option exception — meaning it's waiting because no courier matches the shipment.

See Order Statuses for complete details.

Approving Orders

Orders need approval before the warehouse processes them. You can: - Approve manually — select orders and click Approve [pref som_via_automation_rules] - Approve automatically — set up Automation Rules to approve orders that meet your criteria [endpref]

Tracking

Once an order is Fulfilled, tracking information becomes available. You can: - View tracking from the order detail page - See tracking status in the order list - Access the full tracking timeline

For detailed tracking information, see Order Tracking.

Detailed Guide

Order List

The order list is your command center. Filter, search, sort, and take action on orders in bulk.

See Order List for full details on: - Columns and what they show - Filters and search - Sorting and pagination - Export options

Order Detail Page

Click any order to see its full details — address, items, tracking, documents, and available actions.

See Order Details for full details.

Creating Orders

Whether you're creating one order or uploading thousands, the process follows the same pattern.

See Create an Order for: - Manual order creation - Bulk CSV/Excel upload - Required vs optional fields

Bulk Actions

Take action on multiple orders at once — approve, cancel, update courier, download labels, and more.

See Bulk Actions for the complete list.

Labels and Documents

Download shipping labels, commercial invoices, and packing slips for your orders.

See Labels & Documents for details.

Workflows

Workflow: Standard Order Flow

When: You need to ship products from warehouse inventory.

Steps: 1. Navigate to Orders 2. Click Create and select Stock order type 3. Enter destination address and add items (SKUs) 4. Select a courier and shipping service 5. Click Save 6. Approve the order (or let automation handle it)

Result: Order moves to Pending Fulfillment. The warehouse picks, packs, and ships. You receive tracking information once Fulfilled.

Workflow: Checking Order Status

When: You need to know where an order stands.

Steps: 1. Navigate to Orders 2. Search by Order ID, tracking number, or customer reference 3. Click the order to view details 4. Check the Status and any Exceptions

Result: You see the current status and any actions needed.

Workflow: Handling an Exception

When: An order has an exception that needs your attention.

Steps: 1. Navigate to Orders and filter by Exceptions 2. Review the exception reason (e.g., Out of stock, No shipping option) 3. Take corrective action: - Out of stock — wait for inventory replenishment or cancel the order - No shipping option — update the courier or contact your Account Manager - Validation error — edit the order to fix the issue 4. Re-approve the order if needed

Result: Exception resolved, order continues processing.

Troubleshooting

Related Documentation

• Order Statuses — complete status reference
• Order List — search, filter, and manage orders
• Order Details — detail page walkthrough
• Create an Order — manual and bulk creation
• Bulk Actions — actions on multiple orders
• Labels & Documents — download shipping documents
• Troubleshooting — common issues and solutions [pref som_via_automation_rules]
• Automation Rules — automate order approval [endpref]