Creating Orders

How to create orders in Flexe. 

IN THIS TOPIC

• Create a Single Freight Order
  • Add Individual SKUs
  • Add Inventory by CSV Upload
• Create Orders via CSV Upload
• About International Parcel Orders
• Fixing CSV File Errors

Create a Single Freight Order

You can create individual freight orders from the Orders page.  

Note: To create multiple Freight orders at once, use the CSV upload process. You can also create Fulfillment orders (parcel shipments) via CSV upload. To learn more, go to Create Orders via CSV Upload.  

To create a single freight order in Flexe: 

1. Select Orders from the left menu. 

This opens the Outbound Orders page, where you can access and manage all outbound orders.  

2. Select Create New Order. 

3. Enter details for the order origin and destination. 

Enter the To Destination (shipping address) for the order, as well as customer Contact Info. Then make sure the Shipment Type is set to Freight. 

4. Add order and carrier information. 

Enter the Purchase Order (PO) number and Customer Reference # where prompted. You can also Add Labels for the order as needed. 

Then, select the warehouse for the order in the Ship From dropdown. Also specify the shipment timeline under Ship After and Ship By. 

Note: The Ship By date must be at least 24 hours in the future

Make sure to complete all starred fields; these are required to complete the order. 

5. Select inventory for the order.

Select inventory to the order by adding individual SKUs, or by adding multiple SKUs via the Upload CSV feature. 

6. Review and submit the order. 

Review all of the information you entered for the order. Also make sure to add in details or special instructions, as needed. 

After you’ve confirmed that everything is correct, select Submit Order:

Once submitted, a confirmation message for the order shows onscreen: 

Adding Inventory to Freight Orders

When adding inventory from the Create New Order page, you can either add items one-by-one, or add multiple items at once via CSV upload. 

Add Individual SKUs

To add items one-by-one: 

1. Go to the Add Items section, and search for the item.

 Enter a specific SKU or search for the item by entering the description. 

2. Select the item you want to add from the results. 

3. Enter the item quantity. 

Note: If you need to remove an item from the order, use the Delete option next to it. 

Add Inventory via CSV Upload

To add multiple inventory items via CSV from the Create New Order page:  

1. Go to the Add Items section, and select Upload CSV. 

This opens an upload window you'll use to enter all inventory information in a CSV file.

2. Download the CSV template.

Select the CSV template link at the top of the window to download the CSV template file. You'll use this file as a guide to enter all required information in the correct format.

Once downloaded, select the file (OrderCreateBulkAddInventory.csv) to open it. 

3. Edit the CSV file to add item details.  

Delete the sample data in rows 2-4, but make sure to leave the first row in the spreadsheet in place--this is how the system will read your data.

Then, add information for each inventory item you want to add. 

Note: If you need additional guidance about what to include in the file, go back to the upload window and select See more about what inputs your file needs. 

Once you've finished adding all items for the order, make sure to save the spreadsheet in .csv format. 

4. Return to Flexe and upload and submit the CSV file. 

Go back to Flexe to upload your finalized CSV file. You can either drag and drop it into the Upload Your File section, or select Choose File and select the file from where it's saved on your computer. 

After you choose the file, it will show next to File Selected in the window.

Then, select Submit. If the file uploads without any issues, you'll see a confirmation message onscreen. 

 Note: If you get any error notifications, go to CSV File Errors When Uploading Inventory for troubleshooting guidance. 

Create Orders via CSV Upload

You can create parcel orders (parcel shipments)  by uploading them in a CSV file. You can also use CSV Upload to create multiple freight orders at once. 

To create orders via CSV upload in Flexe: 

1. Select Orders from the left menu. 

2. Select CSV Import. 

3. Select CSV Template to download the template. 

The spreadsheet file (OutboundOrderByLotBulkCreateV2.csv) then downloads through your web browser. Select the file from your downloads to open it. You'll use it as a guide to help you enter all required order information in the correct format.  

4. Edit the spreadsheet to add your order information. 

Delete the sample data in rows 2-3, but make sure to leave the first row of the spreadsheet in place–this is how the system will read your data. 

Then, enter information for all the orders you want to add.

Note: If you need more information about what to enter for certain columns, go back to the “Create Order from CSV” window in Flexe and select See more about what inputs your file needs. 

Once you've finished adding all order information, make sure to save the spreadsheet in .csv format.  

5. Return to Flexe to upload the file. 

Return to the "Create Order from CSV" window in Flexe to upload your finalized CSV file. You can either drag and drop it into the Upload Your File section, or select Choose File and select the file from where it's saved on your computer. 

Then, select Submit to upload the file

6. Confirm the upload from File Exchange.

Select File Exchange from the left menu to confirm the upload and fix any errors.  

Look for the name of the CSV file you just uploaded, then look for the Flexe-generated file directly above it.

As part of the upload process, Flexe automatically checks the file for any errors that need your attention, then generates a corresponding file with the same name. The Flexe-generated file tells you the status of your upload. 

• • If the upload is verified and complete, the Flexe-generated file looks like this:   success_[Filename]. 
  • If there are any errors with the upload, the Flexe-generated file looks like this: errors_[Filename]. 

 Note: If you get any error notifications, go to CSV File Errors When Uploading Orders for troubleshooting guidance. 

About International Parcel Orders

Flexe supports shipping via specific FedEx parcel service levels to Canada and U.S. territories. 

Note: Not all service levels are available for all addresses in these regions. For instance, Fedex International Connect Plus does not deliver to Puerto Rico or American Samoa but does deliver to Guam and the U.S. Virgin Islands. Please check with the carrier for precise service-level coverage. 

Service Levels Supported

Carrier	Service Levels Supported
Fedex	FedEx International Economy FedEx International First FedEx International Priority Express FedEx International Priority FedEx International Ground FedEx International Connect Plus
UPS (not supported)	N/A

Flexe’s international shipping offering requires paperless trade to be configured with the carrier., This means that commercial invoices are sent electronically to Fedex. Warehouses will not be printing any commercial invoices.

Order Line Creation

Two key fields - price and currency - are available on the order line modal. These fields represent the unit price and currency for individual items within the order line and must be specified by the shipper when creating an international order.

To edit price or currency, click the pencil icon in the order line modal. 

Note: Editing will cancel and recreate any shipments associated with the order line. 

For more on editing orders, visit Editing Order Details.

Shipping Documents

Within the Documents & Labels section of the shipment details on the Shipments Tab, two documents are available:

1. Parcel Shipping Label
2. Commercial Invoice - a copy of the commercial invoice is generated concurrently with the parcel shipping label. 

The commercial invoice is provided as a reference for the shipper and is not printed by the warehouse. Instead, the necessary data is sent electronically to the parcel carrier via integration.

Fixing CSV File Errors

If there are errors with your CSV upload, you'll need to correct them and re-upload your file again. 

CSV File Errors When Uploading Orders 

You can fix file issues and errors for orders you created by CSV import on the File Exchange page. To open this page, select File Exchange from the left menu. 

If there are issues with a file, an "error” icon shows next it. Select the file to open the details page, then open the Errors tab to view a list of all issues that need to be corrected. 

Alternatively, you can review file errors by opening the "errors" file automatically generated by Flexe when there are issues with your upload. You can find it right above your uploaded file on the File Exchange page. 

Select the "errors" file to open the details page, then select Download. 

Once the file downloads through your web browser, open it and look for the Error Code and Error Detail columns (at the far right of the spreadsheet) to view issues that need to be corrected. 

Keep in mind that you can find additional guidance on how to edit your CSV file from the upload window in Flexe--just select option to See more about what inputs your file needs. 

The window will expand to show you a detailed breakdown of each column in the spreadsheet, including the column header (name), a description of how to use the column, examples of what to input and any important guidelines to follow.   

Once you've reviewed and corrected all errors, try uploading the file again from the Orders page. Select CSV Import then Upload new Order CSV or Choose File. For additional information, go to Create Multiple Orders via CSV Import. 

Note: If you need more help, reach out to your Flexe Logistics Analyst or contact us at [e-mail].  

CSV File Errors When Uploading Inventory 

If there are any problems with your inventory CSV file after you submit, the system automatically generates an error notification onscreen. 

The notification shows each error and details on how to fix it. To complete the CSV import process, you'll need to correct all of these errors directly within your spreadsheet file. 

Keep in mind that you can find additional guidance on how to edit your file from upload window--just select the option to See more about what inputs your file needs.  

The window will expand to show you a detailed breakdown of each column in the spreadsheet, including the column header (name), a description of how to use the column, examples of what to input and any important guidelines to follow.   

Once you've reviewed and corrected all errors, upload and submit the file again from the upload window. 

Note: If you need more help fixing file errors, reach out to your Flexe Logistics Analyst or contact us at [e-mail].