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[Tutorial] Placing a Manual Order

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By Sarah - October 28th, 2020- in Tutorials

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

Visit app.customcat.com/signin or click the “Sign In” Icon in the top right corner of the CustomCat.com homepage.

 

Step 2: Click “Place an Order”

Click the “Place an Order” button in the top right corner of your screen.

 

Or if you’ve already connected a store, you can select “Create Manual Order” from your ‘My Stores’ Dashboard.

 

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.

Select your preferred store 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.

 

Search our catalog & select the product to which you’d like to apply your design. For the purposes of this tutorial, we’ve selected an 11oz Black Mug.

 

To apply your design, select “Design” or simply click the “Add Design” text on the product photo.

 

From this step, you can upload a new design or select one from your Design Library. We’ve selected a transparent PNG image from our design library to apply to this mug.

 

We’d like this design to be printed on the front & back of our mug, so we’ve selected “Default” positioning. If we’d created a design to the specifications of our 11oz Black Mug Art Template, we would select “Full” positioning to achieve a full wrapped look.

Step 5: Review Your Order

After positioning your design & clicking “Confirm,” you can review all the items in your cart. On this page, you can change the quantity of each item or click the product to alter the positioning, size, or color variants.

 

If you’d like to order a product in more than one size or color, simply “Duplicate” the product in your cart (as shown) & adjust the size or color as desired.

 

Step 6: Check Out

Lastly, enter your shipping address,  shipping method, & payment method (if prompted) — then click Place Order!

 

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! You can now track the progress of your new manually placed order in your Manual Order Dashboard. You can view whether your order has shipped by selecting “Manual Orders” from the left navigation menu. 

As soon as your order ships,  you can access your tracking information within your Manual Orders dashboard. 

 

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]

 

Happy selling!

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