Draft Orders

The Draft Orders section allows users to create, manage, and process new orders before they move to the Sales Orders stage. Users can create orders through four methods: Pull Order, Import, Manual Creation, and API Creation. Additionally, the Export function enables users to download customized order lists for up to six months.

How to Create Orders in Draft Orders

1. Pull Order

Manually sync orders from connected e-commerce platforms (e.g., Shopify, Etsy, Amazon) into the Gearment App.

Steps to Pull Orders:

1. Navigate to Draft Orders ➝ Click Pull Order.
2. Select the Platform (Shopify, Etsy, Amazon, etc.).
3. Select the Duration (time range to sync orders).
4. Choose the connected Store.
5. Click Pull Order to complete the process.

Notes:

• Set the sync time to one day earlier to avoid missing orders.
• The system supports pulling orders within the last 7 days.
• To enable automatic syncing, turn on Auto Pull Order when connecting the store.

2. Import

Upload order data directly into the system using import templates.

Supported Import File Templates:

• Gearment Template: Standard format for importing order data.
• Platform Label Order Template: Used for importing orders that already include shipping labels.

Steps to Import Orders:

1. Navigate to Draft Orders ➝ Click Import.
2. Select the Platform, Store, and File Type.
3. Fill in order data using the provided template.
4. Upload the file by clicking Upload or dragging and dropping it into the upload box.

Processing Workflow After Importing:

1. The system automatically maps products from the file.
2. Orders must be approved (automatically or manually in Settings).
3. Once approved, orders move to Awaiting Checkout.
4. After payment (manual or automatic), orders move to Awaiting Production in Sales Orders.

Import Process Overview:

• Import Orders ➝ Auto Map Products ➝ Approve Orders ➝ Payment Orders

Tracking Import Progress:

• Go to Logs ➝ Import Orders to monitor the import history and status.

3. Manual Create Order

Manually create new orders or label orders directly in the system.

Creation Methods:

• Manual Order: Select products, enter the recipient’s address, and choose a shipping package.
• Label Order: Select a platform, add products, and upload an existing shipping label.

Steps to Create an Order:

1. Go to Create Order ➝ Manual Order or Label Order.
2. Fill in required order details.
3. Click Checkout to proceed with payment and move the order to Awaiting Production in Sales Orders.
4. Or click Save to keep the order in Awaiting Checkout (pending payment).

4. Create Order via API

For developers or advanced users, Gearment provides API integration to automate order creation and synchronization between your system and the Gearment platform.

Steps to Create Orders Using API:

1. Go to Settings ➝ API Credentials.
2. Click Generate API Key (or View Key if one already exists).
3. Use the generated API Key to authenticate requests from your system.
4. Send order creation requests to Gearment’s API endpoint according to the documentation.

Reference:

For detailed instructions on obtaining your API credentials and using them securely, refer to: How to Get Your Gearment API Credentials (New Version)

Sales Orders Overview

Once an order has been Approved and Paid, it moves to the Sales Orders menu for production and fulfillment tracking.

Order Status in Sales Orders

Additional Features

• Advanced Filters: Search for orders using multiple filter options (status, date, platform, etc.).
• Search Bar: Look up orders by Order ID, Reference ID, Customer Name, or Email.
• Export: Download filtered order lists within a six-month range.
• Duplicate: Quickly create a new order from an existing order with Packed, Shipped, or Cancelled status.

Updated on: 10/13/2025