How to Create a New Order in Aligned to Ship to a Customer
If you need login credentials, contact Aligned:
Alan Gelef <[email protected]>
James Floyd <[email protected]>
Customer: Discover Healing
Warehouse: Aligned Fulfillment Services
Reference Number: Order Number (If you don't have one, use the date it is entered. Example: 12282020. Add A or B or C etc. if more than one manual order that day.)
Click Save.
Click on Order Contact Details.
Fill in marked fields.
Click Order Line Items.
Click +Add.
Select product from SKU dropdown.
Enter Quantity.
Look in Description Box and confirm the correct item was selected.
Click +Add.
Confirm message will appear.
Click Close.
Under Carrier and Routing, choose from drop downs and fill in marked fields.
For large freight orders, select Less than Load for carrier and give special instructions to the warehouse.
Follow up with an email to work out details and approve the freight estimated charges ahead of time.
When you are ALL DONE, Click Mark as Complete.
Once this is clicked, you cannot edit the order. If you need to make a change, contact Aligned to edit it for you.
You will see a message to confirm the order is complete.
If desired, look up the order in the system to ensure it is there.
Go to Orders > Find Orders.
Search by Date Range is a quick way to find it.
(Hint: Be sure all other search fields are empty.)
Find the order on the list and click to highlight it.
On the Manage dropdown, click on Summary.
All details on the order will appear.
Scroll to view everything and confirm.
Use Exit button when finished.
You are done. Great job!