You can create an order directly in X-Sitter, without a sales channel – for example for sample shipments, orders taken by phone or pallet deliveries. The same form is used to edit an existing order. A new order starts with status *Open* in the [order overview](/orders/order-overview.md) and then runs through picking and shipping exactly like an imported order.

![Screenshot: Empty "New order" form with address block, order data and positions](/orders/images/create-order-form.png)

## Before you start
- Your user needs the permission to create new orders. Some parts of the form need extra permissions: choosing the shipping method, dropship sender address, adding pallets, assigning an employee and the EMCS field. Ask your administrator if a field is missing.
- The client must exist. See [Clients](/company/clients.md).
- The articles must exist for this client with the same SKU. Otherwise the line counts as an *unknown article* and cannot be picked. See [Article overview](/products/article-overview.md).
- A warehouse must be set up. See [Warehouses](/warehouse-setup/warehouses.md).

## Step by step

### 1. Open the form
Open **Orders › New order** (*Aufträge › Neuer Auftrag*) or click **New order** in the order overview.

### 2. Address
1. Choose the client in **Company / Client** (*Firma / Mandant*), or type the client's customer number into the field **Enter the client's account number** (*Kundennummer des Mandanten eingeben*).
2. Enter the recipient: **Salutation** (*Anrede*), **Company** (*Firma*), **First name** (*Vorname*), **Last name** (*Nachname*), **Addition** (*Zusatz*), **Customer Number (Recipient)** (*Kundennummer (Empfänger)*), **Street and no.** (*Straße und Nr.*), **Postcode** (*Plz*), **City** (*Stadt*) and **Country** (*Land*). From 3 characters on, the name fields suggest earlier recipients (auto-completion).
3. Optional: click **Different sender address** (*Abweichende Absender-Adresse*) to ship in the name of another sender. See [Dropship sender addresses](/orders/dropship-sender-addresses.md).

### 3. Order data and shipping
1. Enter the **Order number** (*Auftragsnummer*). It is required; you get a warning if it already exists.
2. Optional: external order number (*Bestellnummer*), extra number (*Extra-Nummer*) and **EMCS number** (*EMCS Nummer*).
3. Choose the **Shipping method** (*Versandart*): freight forwarder (*Spedition*), self-collection (*Selbstabholer*), DPD, DHL, UPS, GLS or Hermes.
4. Depending on the carrier, choose an **Additional service** (*Zusatzdienst*, default *standard*) and **Other additional services** (*Weitere Zusatzleistungen*).
5. Optional: **Comment** (*Bemerkung*), **E-mail address** (*E-Mail Adresse*) and **Phone** (*Telefon*) of the recipient.

![Screenshot: Shipping method dropdown with additional service and additional services shown](/orders/images/create-order-shipping.png)

### 4. Attach a PDF (optional)
1. Choose a file in **PDF upload** (*PDF Upload*).
2. Choose the **Document Type** (*Dokument-Art*): **Delivery note** (*Lieferschein*), **Invoice** (*Rechnung*), insert (*Beileger*) or **EMCS Document** (*EMCS-Dokument*). It is required when you upload a PDF.
3. In **Print at packing station** (*Am Packtisch drucken*) choose whether the PDF is printed together with the delivery note workflow at the packing table.

See [Order documents](/orders/order-documents.md).

### 5. Positions
1. Under **Positions** (*Positionen*) search for an article by SKU or name and enter the **Quantity** (*Menge*). Add as many lines as you need.
2. To ship a pallet, click **Add pallet** (*Palette hinzufügen*). Choose **Select available pallet** (*Verfügbare Palette auswählen*) or **Select the entire pallet** (*Komplette Palette auswählen*).
   - Each physical pallet (pallet label) appears as its own entry, even if several pallets of the same article stand on one storage place.
   - For speed places you choose per line: **Pallet Transport** (*Palettenfahrt*) brings the complete pallet with a forklift, **Single Pick** (*Einzelpick*, default) picks the quantity from the place without a pallet ride.
   - The forklift icon in front of the line is purple for a normal pallet ride and green when the pallet is in the transit warehouse – it can then be booked to the shipping station without a scan. See [Transit warehouse](/inbound/transit-warehouse.md) and [Pallet rides](/outbound/pallet-rides.md).
3. Optional: tick **Use full pallets only** (*Nur volle Paletten verwenden*). Pallet rides for this order then only take full pallets; partial pallets are not moved and the rest is picked from the picking location.

![Screenshot: Positions table with an article line and a pallet line with the forklift icon](/orders/images/create-order-positions.png)

![Screenshot: Pallet selection dialog listing available pallets per storage place](/orders/images/create-order-pallet-dialog.png)

### 6. Assign an employee (optional)
Click **Assign employees** (*Mitarbeiter zuweisen*) and choose an employee, a warehouse and a picking cart. Choose either both employee and picking cart, or neither. When you save, the picking cart is reserved for the employee and a pick list for this order is created right away.

![Screenshot: Dialog "Assign employees" with employee, warehouse and picking cart](/orders/images/create-order-assign-employee.png)

### 7. Save
Click **Save Order** (*Auftrag Speichern*). You see **The order has been created** (*Auftrag wurde angelegt*). The import workflows of the order then start automatically (for example delivery note or e-mails, depending on your [workflows](/automation/workflows.md)).

## Edit an existing order
1. In the [order overview](/orders/order-overview.md) or in the [order details](/orders/order-details.md) click the pencil button.
2. Change the data and click **Save Order**. You see **The order has been updated** (*Auftrag wurde ge-updated*).

Orders in status *Open*, *Error* or *in shipping* can be fully edited. For all other statuses you see a hint that address, numbers, shipping options and documents can still be changed, but positions and client are locked.

![Screenshot: Order form in restricted mode with the hint that positions and client are locked](/orders/images/create-order-restricted-edit.png)

## Fields and options

| Field | Meaning | Required |
|---|---|---|
| **Company / Client** (*Firma / Mandant*) | The client the order belongs to. | yes |
| **Street and no.**, **Postcode**, **City** | Delivery address. | yes |
| **Order number** (*Auftragsnummer*) | Unique order number. | yes |
| **Shipping method** (*Versandart*) | Carrier or freight forwarder / self-collection. | yes |
| **Additional service** (*Zusatzdienst*) | Carrier service, default *standard*. | no |
| External order number / extra number / **EMCS number** | Additional references. | no |
| **Document Type** (*Dokument-Art*) | Kind of the uploaded PDF. | only with PDF |
| **Positions** (*Positionen*) | SKU, name and quantity, or a pallet. | – |
| **Use full pallets only** | Pallet rides take full pallets only. | no |

## Good to know / Troubleshooting

| Message | Cause | Solution |
|---|---|---|
| **Error: Current warehouse could not be determined.** (*Fehler: Aktuelles Lager konnte nicht ermittelt werden.*) | No warehouse is set up or selected for the company. | Set up or select a warehouse. |
| **This order number already exists** (*Diese Auftragsnummer existiert bereits*) | The order number is already used. | Use another order number. |
| *Die Palette auf Lagerplatz … ist bereits für eine aktive Pickliste reserviert.* (pallet already reserved) | The pallet is already planned on an active pick list. | Choose another pallet. |
| *Achtung: Artikel … ist dem gewählten Mandanten nicht zugeordnet (unbekannter Artikel).* | The SKU is unknown for this client. | Check client and SKU. |
| *Bitte wähle entweder beides (Mitarbeiter und Pickwagen) oder lasse beides leer.* | Only employee or only picking cart chosen. | Choose both or neither. |
| **Error saving the order: …** (*Fehler beim Speichern des Auftrags: …*) | The order could not be saved. | Check your entries and try again. |

!!!
Pallet lines reserve the stock on the storage place as soon as the order is saved. If you remove the line, the reservation is released again.
!!!