How to Create B2B/FBA Prep Orders

Orders can either be created manually within ShipHero or created in Shopify and imported into ShipHero automatically. 

Orders must meet the Requirements to ship according to vendor compliance. If any requirement is not satisfied at the time the order becomes Ready to Ship = Yes within our warehouse software, ShipHero, then Manifest will not be liable for chargebacks or penalties.*

*If you are creating orders in your store for import to ShipHero and need to upload attachments to ensure compliance, our recommendation is to put the order in a Hold until all attachments are uploaded and the order satisfies all of the requirements below. You can set a hold manually or contact your account manager to set up automation rule-based hold logic (e.g. if Shopify tag contains hold, then place order in a Fraud hold).

To Create Orders Manually Within ShipHero

1. Determine an order naming convention to align with Vendor Compliance SOPs and Order Types
   1. Contact your account manager with the naming convention you have chosen for this Vendor and Order Type
   2. Example: if your vendor is Target shipping via Parcel, and it's a carton-level compliance order, your naming convention might be something like Target_Carton_Parcel_PO123456 where "Target", "Carton", and "Parcel" are static for this vendor and the PO is specific to this order
      1. In turn, your account manager will build automation rule logic IF order number contains string 'Target_Carton_Parcel', THEN apply actions to determine carton-level wholesale compliance via Parcel shipping workflow on the warehouse floor
2. See the guide here for creating the order in ShipHero
   1. Please take note of the different requirements depending on Order Type:
      1. Standard B2B Orders
      2. B2B/FBA Orders With Carton- and/or Pallet-Level Vendor Compliance
      3. B2B/FBA Orders With Unit-Level Vendor Compliance

To Create Orders in Shopify to Import to ShipHero

If you'd prefer to keep everything in your Shopify system of record or process order transactions for wholesale customers through Shopify, this option is best for you.

1. Determine an order tagging convention to align with Vendor Compliance SOPs and Order Types
   1. Contact your account manager with the tagging convention you have chosen for this Vendor and Order Type
   2. Example: if your vendor is Target shipping via Parcel, and it's a carton-level compliance order, your tagging convention might be something like adding the tag targetcartonparcel
      1. In turn, your account manager will build automation rule logic IF order number contains string 'targetcartonparcel', THEN apply actions to determine carton-level wholesale compliance via Parcel shipping workflow on the warehouse floor
2. We highly recommend Shopify Flow as a tool to automatically add tags to orders in Shopify at time of creation (in Shopify) based on conditions (e.g. Customer Name, PO prefix/suffix, Shipping Address, etc.)*
   1. Please take note of the different requirements depending on Order Type:
      1. Standard B2B Orders
      2. B2B/FBA Orders With Carton- and/or Pallet-Level Vendor Compliance
      3. B2B/FBA Orders With Unit-Level Vendor Compliance

*If you are creating orders in your store for import to ShipHero and need to upload attachments to ensure compliance, our recommendation is to put the order in a Hold until all attachments are uploaded and the order satisfies all of the requirements. You can set a hold manually or request that your account manager uses the same tagging conventions as above to also automatically apply an order hold.