[Tutorial] Placing a Manual Order
The CustomCat Team is beyond thrilled to announce the release of our brand new Manual Order function!
This powerful new feature makes it easier than ever to order directly from CustomCat. Simply click “Place an Order” in your CustomCat dashboard, build your product, & checkout!
Using this feature, you can order samples before connecting your store, place replacement orders, submit custom orders, test new designs before pushing them to your store, send products directly to influencers, or simply order a product for your own personal use!
Check out our step-by-step tutorial below:
Step 1: Sign In
Step 2: Click “Place an Order”
Step 3 (for sellers who’ve already connected a store): Assign to a Store
**Skip this step if you have not yet connected a store.
If you’ve already connected your store, simply select it from the dropdown menu.
If you’d prefer to place a manual order without selecting a store, please chose “My Manual Orders” from the dropdown menu.
Step 4: Design Your Product
Select a product to which you’d like to apply your designs, upload your artwork, & customize your positioning.
Step 5: Review Your Order
Step 6: Check Out
If you’ve selected to have your manual order associated with a connected store in your account, payment for the items in your manual order will be processed via the preferred payment method you entered in your store settings.
If you’ve chosen “My Manual Orders” or have not yet connected a store, you will be prompted to enter your payment information during Checkout.
Voila! Your order will be sent directly to our production system & you can now track the progress of your new manually placed order in your Store Dashboard.
Tracking Your Manual Orders
In order to view your order’s status, click “My Stores” from the left navigation menu, then select the store you assigned your order to.
If you did not select a store, click “My Manual Orders.” If you did assign the order to a particular store, select that store.
Next, you’ll be brought to your Order Dashboard. To view your processed & processing orders, click “View All.”
Within your order list, you can specify to view orders from a specific date range & filter for Manual orders from the selected dates using the drop down menu at the top of your screen.
Once you’ve found your order in your order list, you will see the order ID, Order Date, Customer Name, Cost, Shipping Method, Status, & Tracking information (if the order has shipped). You will notice a small “M” to the left of the order, indicating it was placed manually.
If your order has not yet entered production, you are able to edit shipping method. After the order has entered production, it cannot be canceled & any requests for modification of shipping method or address should be submitted as customer support requests (using the green envelope next to the order). We recommend pausing the order until you hear back from our Customer Support staff if the requested change will impact the shipping address or method.
Once your order has shipped, you will see your tracking link displayed the the left of the order. Please note that we do not currently send confirmation emails or shipment notification emails for Manual Orders.
If you need to submit a customer support ticket regarding a manual order, please select the small green envelope to the right of the order (pictured below).
If you’re placing orders in bulk, but you prefer a manual process rather than automated via direct integration with CustomCat, you may find Ordering by CSV to be more your speed. Check out our CSV Ordering Tutorial to learn more.
If you have any questions about using the Manual Order feature, please leave a comment below or email us directly at [email protected]