Creating Delivery Orders

Wilson Serge Shalo Mbensie

November 03, 2025 16:58

The Shaloz Business Portal offers three ways to create delivery orders: Manual Entry, Bulk Upload, and WooCommerce Integration.

__________________________________________________

Method 1: Manual Entry (One Order at a Time)

Best For:

One-off orders
Custom deliveries
Testing
Orders from phone calls or emails

Step-by-Step:

1. Navigate to Fulfillment Data

Click "Fulfillment Data" in sidebar
Or go to portal.shaloz.com/fulfillment-data

2. Click "Create Manual Entry"

Button located at top of page
Opens order creation form

3. Enter Customer Information

Customer Details:

First Name - Customer's first name
Last Name - Customer's last name
Email Address - For delivery notifications
Phone Number - For driver contact (auto-formats)

Shipping Address:

Address Line 1 - Street address
Address Line 2 - Apt/suite number (optional)
City - City name
State - Select from dropdown
ZIP Code - 5-digit ZIP code
Coordinates - Auto-populate (no action needed)

4. Add Package Details

For Each Package:

Description - What's in the package (e.g., "Electronics - Laptop")
Weight - Weight in pounds (lbs)
Dimensions:
Length (inches)
Width (inches)
Height (inches)
Quantity - Number of items (default: 1)

Multiple Packages:

Click "Add Another Package" to add more
Each package can have different details
Useful for multi-item orders

5. Review Rate Calculation

System Automatically:

Calculates distance from pickup location to customer
Determines shipping rate
Shows rate breakdown:
Distance (miles)
Delivery fee
Shipping cost per mile
Taxes
Total Cost

Rate Preview:

Shown before you submit
No surprises

7. Submit Order

Click "Create Order" button
Order is created with status "Pending"
Appears in Pending Fulfillment tab

8. Fulfill the Order

After creating order, you must fulfill it to send to driver:

Find order in Pending tab
Select order (checkbox)
Click "Fulfill Selected"
Review fulfillment drawer
Enter payment method
Click "Pay & Fulfill"
Order sent to driver

__________________________________________________

Method 2: Bulk Upload (Multiple Orders via CSV)

Best For:

Importing orders from other systems
Processing many orders at once
Daily batch uploads
Migrating existing orders

Step-by-Step:

1. Navigate to Fulfillment Data Page

2. Click "Bulk Upload" Button

Opens bulk upload modal

3. Download CSV Template

Click "Download Template" link
Template file downloads to your computer
Template Includes Columns:
Order ID
Customer First Name
Customer Last Name
Email
Phone
Address Line 1
Address Line 2
City
State
ZIP Code
Package Description
Weight (lbs)
Length (inches)
Width (inches)
Height (inches)
Quantity

4. Fill Out Template

Open Template in:

Microsoft Excel
Google Sheets
Apple Numbers
Any spreadsheet software

Data Entry Tips:

Phone Numbers:

Format: +1234567890 (country code + number)
Or: (123) 456-7890
System will auto-format

Dates:

Format: YYYY-MM-DD
Example: 2025-11-15
Cannot use past dates

States:

Use 2-letter abbreviations (e.g., CA, NY, TX)

Package Details:

Weight: Numbers only (e.g., 15.5)
Dimensions: Numbers only (e.g., 12, 8, 6)
Quantity: Whole numbers (e.g., 1, 2, 3)

Order IDs:

Must be unique
Can use your system's order IDs
Alphanumeric allowed

5. Save as CSV

File → Save As
Choose format: CSV (Comma delimited)
Save to desktop or easily accessible location

6. Upload CSV File

Click "Choose File" or drag and drop
Select your CSV file
Click "Upload"

7. Review Validation Results

System Validates:

Required fields present
Phone number format
Date format
Address completeness
ZIP code validity
Weight/dimension values

Results Show:

Success Count - Valid orders
Error Count - Invalid orders
Error Details - Which rows failed and why

8. Fix Errors (if any)

Review error messages
Fix issues in CSV file
Re-upload corrected file

9. Confirm Import

Review summary:
Number of orders to import
Total estimated cost
Click "Confirm Import"
Orders created with "Pending" status

10. Fulfill Orders

Orders appear in Pending tab
Select all or specific orders
Click "Fulfill Selected"
Process payment
Send to drivers

__________________________________________________

Method 3: WooCommerce Integration (Automatic)

Best For:

WordPress/WooCommerce stores
Automatic order sync
Hands-free fulfillment
E-commerce businesses

How It Works:

1. Customer Places Order

Customer shops on your WooCommerce store
Adds products to cart
Proceeds to checkout

2. Customer Enters Shipping Address

Includes ZIP code
WooCommerce calculates shipping methods

3. Shaloz Appears as Shipping Option

If ZIP code is served by Shaloz
Shows real-time rate
Example: "Shaloz Express - Est. 45 min - X miles - $X.XX"

4. Customer Selects Shaloz & Completes Payment

Chooses Shaloz shipping method
Pays for order (includes shipping)

5. Order Syncs Automatically to Portal

When order status changes to "Processing"
Order appears in Business Portal → Fulfillment Data → Pending
No manual entry needed

6. You Fulfill the Order

Select order in portal
Click "Fulfill Selected"
Process payment (or use auto-fulfill if configured)
Order sent to driver

7. Status Updates Sync Back to WooCommerce

Driver assignment → WooCommerce order note
Delivery completion → WooCommerce order status "Completed"
Real-time sync via webhooks

Setup Required:

See Article 3.2: "WooCommerce Plugin Installation Guide"

__________________________________________________

Choosing the Right Method

| ---------------- | ------------------------- | ------------------------ | --------------- |

__________________________________________________

After Creating Orders

Orders Are Created with "Pending" Status

To Send to Drivers, You Must:

Select orders (checkboxes)
Click "Fulfill Selected"
Review fulfillment details
Process payment
Click "Pay & Fulfill"

Then:

Orders change to "Processing" status
Drivers are notified
Delivery begins

__________________________________________________

Order Details You Can Include

Required Fields:

Customer first name
Customer last name
Customer phone
Shipping address (street, city, state, ZIP)
Package description
Package weight
Package dimensions

Optional Fields:

Customer email (recommended for notifications)
Address line 2
Package quantity (defaults to 1)
Scheduled delivery date (defaults to tomorrow)

__________________________________________________

Rate Calculation

Automatic for All Methods:

System calculates rate when ZIP code is entered
Based on distance from pickup location
Shows breakdown before you commit
No surprises

Rate Includes:

Distance-based delivery cost
Taxes
Total cost shown upfront

__________________________________________________

Payment for Orders

For Manual Entry & Bulk Upload:

Payment authorized when you fulfill
Charged when delivery is completed
Authorization released if delivery cancelled

For WooCommerce:

Customer pays shipping at checkout
Funds held by your payment processor
You pay Shaloz when you fulfill order

__________________________________________________

Order Limits

No Limits On:

Number of orders per day
Number of pending orders
Number of deliveries

Bulk Upload Limits:

Maximum CSV file size: 10 MB
Maximum rows per upload: 1,000 orders
For larger batches, split into multiple files

__________________________________________________

Common Mistakes to Avoid

Manual Entry:

Forgetting to fill required fields
Invalid ZIP codes
Past delivery dates
Incorrect phone format

Bulk Upload:

Wrong date format (use YYYY-MM-DD)
Missing required columns
Special characters in CSV
Excel auto-formatting dates incorrectly
Not saving as CSV (saving as Excel instead)

WooCommerce:

Not configuring plugin correctly
Using wrong API key (Sandbox vs. Production)
Forgetting to configure webhooks
Not adding ZIP codes to shipment zones

__________________________________________________

Tips for Success

Manual Entry:

Double-check customer address
Verify phone number for driver contact
Include package description for clarity
Schedule delivery date appropriately

Bulk Upload:

Test with small CSV (5-10 rows) first
Validate data before uploading
Keep template format exactly as provided
Use UTF-8 encoding for CSV

WooCommerce:

Test in Sandbox mode first
Monitor first few orders closely
Configure webhooks for tracking updates
Add clear method title for customers

__________________________________________________

Need Help?

Stuck Creating Orders?

Check required fields are filled
Verify address is valid US address
Ensure ZIP code is in service area (use Rate Calculator)
Contact support: help.shaloz.com

Creating Delivery Orders

Method 1: Manual Entry (One Order at a Time)

Method 2: Bulk Upload (Multiple Orders via CSV)

Method 3: WooCommerce Integration (Automatic)

Choosing the Right Method

After Creating Orders

Order Details You Can Include

Rate Calculation

Payment for Orders

Order Limits

Common Mistakes to Avoid

Tips for Success

Need Help?

Comments

Can’t find what you’re looking for?