Step-by-Step Guide to Order Processing: From Creation to Dispatch Including Non-Mainland UK Orders

Learn the complete process of handling orders from creation to dispatch, for non-mainland UK and international shipments. This guide covers order creation, pick rules, documentation, and shipping procedures.

March 3, 2026 By Ben Fotheringham

In this guide, we'll learn how to process an order from creation to dispatch when shipping to a non-mainland UK address or another country. We will cover how to set up the order, assign the correct delivery details, manage documentation, and ensure the order is ready for export and shipping. This process helps ensure that all necessary steps are followed for orders that require special handling due to their destination.

Let's get started

We will explain the entire process of handling an order, from creation to dispatch, including sending orders to non-mainland UK or other countries. I am already in the customer list and have found the account used for all our testing purposes.

Step #1: Double-click on the customer placing the order — Double-click on the customer placing the order

I'm going to create a simple order. We will set the delivery address to this location in Belfast.

Step #2: Choose, from dropdown, or Enter a delivery address — Choose, from dropdown, or Enter a delivery address

Step #3: Enter product order as normal — Enter product order as normal

I'm happy my order is correct, Now, I'll click Save.

If we go to the orders that need picking, we should seeour order

Step #5: Click on "Orders Requiring Picking x" — Click on "Orders Requiring Picking x"

Here's the order, but currently, no pick rule is assigned to it.

Pick rules are assigned every few minutes.

The “Customer Service Needs Documentation” pick rule is now active.
It triggers for non-mainland UK postcodes (e.g. BT – Belfast) to flag orders requiring documentation.
As this screen is busy, apply the query below to show only orders needing customer service documentation.

Step #7: Click on "Cust Serv - Docs Need" — Click on "Cust Serv - Docs Need"

We have two orders here. This top item is included because, as you can see, there is no delivery country code assigned to it.

When the sales team creates orders, they must enter the complete address, including the country, even if it is the UK.

Step #8: Sales team need to amend and fix this — Sales team need to amend and fix this

Back to our order. The products in this order are shown at the bottom.

Click on the order, then select Edit Sales Order. This will open the actual sales order with all of the info we need to arrange DGN/Export/CI etc.

Step #10: Click on "Edit Sales Order" — Click on "Edit Sales Order"

When we have sorted documentation, click the "Documentation Complete" checkbox to update the order and show documentation is available. Don't forget to save.

We’re back on the main screen. It still shows “Customer Service Needs Documentation” because we’re waiting for an update on the pick rules.

The pick rules have just refreshed. As you can see, that order is no longer on this screen because we are only viewing customer service documents needed.

Let's go back to the the base Orders Require Picking screen and take a look.

Step #13: Click on "[ None ]" — Click on "[ None ]"

It is now assigned to Export Ready and available for picking by the warehouse team.

If we want we can only see the orders with documentation waiting to be shipped.

Step #15: Click on Query then "Cust Serv - Await ship" — Click on Query then "Cust Serv - Await ship"

We are now at the stage where the warehouse team should begin picking. The warehouse staff can double-click the order.

Step #16: Double-click on the order — Double-click on the order

Step #17: Warehouse member then assigns themselves the pick. — Warehouse member then assigns themselves the pick.

The order transfers to Open Picks section. Whilst the picker goes and prepares the order ready for the packer.

Step #18: Packer Double-click on the order — Packer Double-click on the order

Step #19: Packer packs the order, which is displayed on screen as a check, before saving and continuing. — Packer packs the order, which is displayed on screen as a check, before saving and continuing.

Our delivery rules detected that this order is going to Belfast. The system automatically set both the delivery method and the courier to customer services.

Even if Warehouse get to this stage before the documentation is complete, the package will revert to the office without being assigned a courier.

Step #20: Customer Service is always selected for Non Mainland UK and International — Customer Service is always selected for Non Mainland UK and International

Step #21: Click on "Ship" — Click on "Ship"

No label is printed because because Customer Services was selected. This alerts the warehouse staff to come to you to complete the order and paperwork.

At this point, if we go to the delivery history, we can see the order listed at the top.

We can book manually as usual and print the shipping label.

Don't forget to enter the consignment number for tracking