Create Individual Orders Directly in MasonHub’s OMS

Overview

Generally, we recommend you create orders in your e-commerce website or ERP and sync them through your existing integration with MasonHub. But we understand there are times when the situation may require creating orders directly in MasonHub's OMS.

You can create orders directly in MasonHub's OMS by filling out a web form for an individual order or uploading multiple orders using a template we provide. Review this article if you'd prefer to upload multiple orders in MasonHub's OMS.

Benefits

• Create a replacement part or exchange order when you do not want the order reflected in your commerce system
• Create a transfer order to move inventory out of our facility to another location, or a move inventory out of its sellable location for deep storage or quarantine
• Create a work order to build inventory from components for a kitted SKU
• Ship goods if you're non-profit or charity without an e-commerce website or commerce platform
• Create large wholesale bulk orders and ship to a retail store or distribution center
• Test out a new dropship retail partnership without investing in a full integration by manually uploading orders from their platform

Considerations

• Orders created directly MasonHub's OMS will not be synced back to your commerce system. This includes tracking information once the order ships. You will need to get the order's tracking number from MasonHub's OMS once the order ships to provide it to the customer, if needed.
• Inventory will update to your commerce system once orders you create in MasonHub's OMS are allocated.
• Inventory is allocated to orders first-in first-out (FIFO) as they are created in MasonHub's OMS.
• Priority is only used to prioritize inventory allocation for backorders. If there is inventory available when you create the orders, they will get allocated as they are created in the system.
• You can upload more than one order at a time. But only 100 orders can be uploaded at once and each order can have no more than 300 SKUs. Be careful to break up the orders into multiple files as complete orders so all line items for the order are uploaded together.

Create an Individual Order

1. Navigate to Orders > Create Order.
2. Fill out the following fields: 

   Unique Order Number	Required	This is your unique system identifier for the order.
   Packing Slip / Customer Order Number	Required	This can be different than your Unique Order Number or can be the same. This identifier can be shared across multiple orders. This is used when your customer has a different reference number for their order that you want printed on your pack slip, for example.
   Order Type	Required	The order type tells our facility how to handle this order. Customer - Ships directly to your customer. Wholesale - Large order shipping to another sales outlet, such as a retail facility. Return to Vendor - Ship the items back to the vendor. Transfer - Move this inventory to another facility. Destroy - Destroy this inventory and remove from inventory counts. Quarantine - Remove the identified inventory from sellable inventory and hold for future instructions. Inventory will show up in inventory counts but won't be sellable. Pack and Hold - Transfer inventory from sellable inventory into deep storage. Used often for pre-season buys. Supplies - Ship supply SKUs to another location. Work Order - Build kitted inventory into a SKU from the components on the order.
   Back Order Policy	Optional	No Back Order - The order will not be created if there is not enough inventory. Back Order if Out of Stock- If there is not enough inventory for one or more SKUs, the entire order will be put on backorder and as much inventory as available for the order will be allocated. Read more about how backorder allocation works.
   Notes	Optional	Gift Message - If gift message is enabled for your pack slip, this message will be printed. Special Instructions - Include if there are special handling instructions for this order.
   Value Added Services	Optional	This directs our shipping team to special instructions like inserts, special pack out requirements like wholesale-specific shipping requirements, etc. Any value added service must be agreed to with your Account Manager and configured ahead of time. Contact MasonHub Support if you need to set up a new VAS.
   Priority	Optional	The order priority tells our facility how to prioritize this order amongst other backorders once inventory is received. The default value is 100. The highest priority is 1, lowest is 10,000. When multiple items have the same value, the date the order was submitted is taken into account. This only prioritizes backorders. When inventory is available, orders will be allocated and fulfilled as they are created using the first-in first-out (FIFO) model.
   Shipping Address	Required	Phone Number is required if the order is shipping to a non-US destination or if the order type is Wholesale.
   Address Type	Required	Choose between Residential or Business based on the destination to ensure the correct service is selected when generating a shipping label.
   Shipping Provider Information	Required	The shipping provider and service level MasonHub should use to ship the order (e.g. DHL eCommerce Ground or Rate Shop Economy). Be sure to only choose from carriers and service levels that are configured for your account. Contact your Account Manager for more information about what shipping methods and rates are available to you. Choose Will Call if the order requires special handling, such as scheduling with a third-party shipping provider. Follow up by contacting MasonHub Support with how you want the order handled.
   Ship Start Date	Required for wholesale orders	This specifies the first day when the shipment should leave the warehouse, as indicated by your wholesale retailer. This is the start of the ship window, and shipping earlier than the date provided by your wholesale can lead to chargebacks.
   Ship End Date	Required for wholesale orders	This specifies the last day when the shipment should leave the warehouse, as indicated by your wholesale retailer. This is the end of the ship window – sometimes called the cancel date – and shipping later than the date provided by your wholesale can lead to chargebacks.

3. Add SKUs to the order
   • To add additional SKUs click Add Line Item.
   • There is a limit of 300 SKUs per order.
4. Click Submit.
5. If you are uploading wholesale orders, it is required to contact MasonHub Support with instructions on how to ship the order.
   • For drop ship orders, be sure to include any shipping labels and pack slips the retailer provided in their portal.
   • For bulk wholesale orders shipping to retail stores or distribution centers, include any shipping instructions, like if the order must ship on the retailer's third-party account.