Creating Orders in the RSF Operations Portal

Updated 2 months ago by Tony Runyan

You have the ability to add orders to operations portal manually. This may be done if you have a special order, have an issue with your integration, or don’t have integration at all. (View a YouTube tutorial here)​ : 

  1. ​Log in to the system and go to Sales > Orders. 
  2. ​Click on the “Create New Order” button on the top right. a. If your account contains multiple brands, select the button next to the brand under which you wish to generate the order. 
  3. Fill in all the pertinent fields in the “Shipping Address” section.
    1. Make sure you fill in all required information marked with “*.” 
  4. Select the desired “Shipping Method.”
  5. ​Choose any specialized option in the “Shipping Options” section if needed. 
  6. Input any specialized information in the “order history” section if needed. 
    1. Order Number 
      1. This is a unique field in that any information that is put into this field cannot be duplicated with any other order. 
      2. It is recommended to leave this field blank and let our system auto-generate the Order Number when the order is created. 
      3. Any information contained in this field will be visible on the packing slip 
    2. Order Ref Number 
      1. This field can contain duplicate information.
      2. This field is recommended to be used if you need to reference any type of specific company order information.
      3. Any information contained in this field will be visible on the packing slip. 
    3. Order Comments 
      1. This field can contain duplicate information
      2. Any information contained in this field is not visible on the packing slip. 
  7. ​Click on the “Add Products” button on the top right. 
  8. Click the box in the “Select” column for each product you want to add to the order.
    1. You can filter the list of products by ID, product name and/or SKU by typing information into the respective fields and click the “Search” button. 
    2. Any filtered search can be reset by clicking the “reset filter” button. 
  9. ​Designate the quantity of each product you want to add to the order in the field under the “Qty To Add” column. 
  10. Click “Add Selected Product(s) to Order” when you have finished selecting the products for the order. 
  11. Verify all the information is correct then press the “Submit Order” button on the top right.


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