Create New Sample Orders in Merchize

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This guide will show you how to add manual orders one at a time. You can upload multiple orders at a time with a CSV file. 

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On Welcome dashboard, there is guide takes you through the steps to place a new order in Merchize Account.

Here’s an overview of the steps that will be covered:

1.  Create your first campaign: 

Add new one or many products to the order.

2. Request sample:

Fill your customer’s information, then create basic order or get sample.

3. Enable fulfillment by Merchize:

This will take you automatically push the order requests to us.

4. Topup:

Add funds to your store and pay off orders.

[5]. Setup integration:

Connect to your Amazon, eBay, Shopify, Woocommerce, Etsy stores and send orders automatically to Merchize .

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Get Started:

Step 1: 

From the Dashboard Home page, click on “Create Campaign” in the Welcome on board screen.

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You can choose “Create Regular Product” or “Create Campaign” in Product section, as specified in the following screenshot:

The “Create Campaign” feature can be used to:

– Create Product Mockups (Follow this full instruction to use Mockup Generator on Merchize).

– Create one or multi types of product at a time.

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You can create new products from scratch by selecting from our catalog.

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Once the product is created, you can choose one of the following options:

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– Request sample: you’ll be directed to the “Create Order" page.

– View All Products: you can see the list of all store’s products.

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Step 2: 

In the “Create Order" page, select the “Click to Add" button, then the Product Panel will appear, you can locate or search the products you wish to add.

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Choose variants: Size, Color,… for products and then click “Add to Order“. After that, you can adjust the quantity of the product or remove the product from the Order List.

You can add any of your existing store products to a manual order. In addition, if you want to add more products as desired using the “create new product" button at the top-right of the Select Product panel.

Continue to Shipping and enter shipping information, simply fill out all of the required fields. When you finished, tap “Create Order“.

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Step 3: 

Next, you will be asked to allow Merchize to process your orders.

The pop up that display your store’s Fulfillment Setting Status.

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If you don’t have “Fulfillment by Merchize" setting enabled, there will be navigated to the Fulfillment setting,

After that, click Fulfillment section in the Setting page, and choose Enable “Fulfillment by Merchize".

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(Permissions to change setting apply only to admin/manager role of the store)

Then, save your changes.

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Viewing the order detail page

Go to Order section in Dashboard, click on the newly-created order.

The Order Detail page will show the order information along with its payment status.

You will also have the option to cancel or edit shipping information, artwork,… when possible.

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Step 4:  

You’ll then be sent to the Topup step.

You may need to wait for the invoices issued after we processed your orders.

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After that, from the Billing Page, click Topup in Credit section. Fill out the attached billing form to submit your payment. The time it takes to see your payment reflected in your balance depends on how you use payment option.

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Note: Currently, you can only use the Store Balance to pay for orders.

If you want to get invoices paid for immediately, you can add funds to your store in advance. While you still have an active balance, any leftover funds will be refundable & you will be able to withdraw it.

Learn more about how does the Merchize billing system work.

If you’ve already finished order creation & set up payment, then this step is complete.

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Step 5: 

Check out other integrations available in Merchize library if you’re looking for automating the process even more.

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