Create Transaction: how this screen works
On this screen you enter an order by hand: the order details, the customer and their address, the products, and if you want a shipment with a carrier label. The Summary on the right shows what will be created and what the shipment costs before you press the button.
What you see on this screen
The back arrow (top left, and again in the Summary): goes back to the Transactions list. What you typed is not saved.
Order Information: the order number, merchant channel, transaction type, language, currency and amount.
Customer details: the shipping address and, if needed, a separate billing address.
Order lines: the products in the order.
Create shipment/label with this transaction: switch this on to create a shipment and carrier label right away.
Summary (right side): the totals, the route, the shipping method, the shipment cost, print options and the Create transaction / shipment button. It stays visible while you scroll.
Fields with a * are required. Open this screen from Create Transaction in the menu or New Transaction at the top of the portal. You only see this screen and these buttons when your role allows you to create transactions.
Order Information
Order ID (required): your order number. It is shown to you and your customer.
Shop Order ID: the order number in your shop or platform, if it is different. If a transaction with the same Shop Order ID already exists in this channel, QrX does not create a second one.
Merchant Channel (required): the shop or brand this order belongs to. QrX remembers your last choice. The channel decides which shipping methods, products and saved contacts you can pick.
Transaction Type (required):
Payment: your customer pays with QrX when the parcel is delivered.
No payment: an order to fulfil and ship, without a QrX payment.
OTP only: no payment, the customer confirms the delivery with a one-time code that QrX sends to their email.
Data only: QrX only stores the order data.
Locale: the language QrX uses for your customer (messages and pages). Leave it empty to use the channel default.
Currency: for addresses in Europe this is always EUR. For other countries you can also choose USD or TRY.
Amount (required): the order total. It fills in automatically from your order lines. If you type your own amount, QrX keeps it.
Test Mode (switch at the top of the card): creates a test transaction. Payments use the payment provider's test environment and the shipment cost is not charged. The create button turns orange and reads Create Test Transaction. If the selected carrier account is a test (sandbox) account, Test Mode is switched on for you and cannot be turned off.
Templates
A template saves everything you filled in on this screen, so you can reuse it for similar orders.
Search or select a saved template: pick a template to fill in the form with its values.
Save as new template (the + icon): give the template a name and press Save.
Overwrite with current values (the disk icon): replaces the selected template with what is on the screen now, after you confirm.
Manage templates (the document icon): search your templates, rename them (pen icon) or delete them (bin icon).
Customer details
Customer Address Lookup: type an email, name or phone number to find a customer from earlier orders in this channel. Click a result to fill in the address fields.
Shipping Address: First Name, Last Name, Email, Phone Number, Company, VAT Number, Address Line 1, Address Line 2, House Number, Zip Code, City, State / Province and Country. First Name, Last Name, Email, Address Line 1, Zip Code, City and Country are required and marked with *. QrX needs the Email to create the transaction and to send your customer messages. When it is empty or not a valid address, the field turns red and shows Enter a valid email address.
Shipping Address Type: Residential (a home) or Business. Carriers can charge a different price for home addresses, so choose the right one.
Billing same as shipping: on by default. Switch it off to enter a different billing address, with its own lookup.
Order lines
Add one line per product. Start typing in SKU or Name to search the products of the selected channel; pick one to fill in the SKU, the name and (when the price is still 0) the price.
Country of Origin: the two-letter country code where the product was made, for example NL. Used for customs.
Quantity, Weight (kg), Price per Item and Tax.
Add Line adds a product. The X at the end of a line removes it.
Every line needs a name, and the order needs at least one line. On a narrower screen, for example a laptop with the Summary next to the form, each line uses two rows: SKU and Name on the first, Country of Origin, Quantity, Weight, Price per Item and Tax on the second. On a wide screen each line fits on one row.
Create a shipment and label
Switch on Create shipment/label with this transaction to book the shipment with the carrier when the transaction is created. Then fill in:
Sender Address: where the parcel is sent from. If you have only one, it is selected for you.
Parcel HS Code: the customs code of the goods, needed for shipments outside the EU.
Shipping Method: the carrier service. The list is grouped by carrier; use the search to find a method. The method marked Default is selected for you when there is one. Use the X to clear your choice.
Delivery options (UPS)
Signature on delivery: None, Signature required or Adult signature.
Direct Delivery Only: the parcel goes only to the customer's address and is never sent on to a pickup point.
Saturday delivery: deliver on Saturday.
When you ship with UPS through QrX, a signature and Direct Delivery Only are always on, because UPS requires them for QrX Payment on Delivery ("Required by UPS for QrX Payment on Delivery").
Colli (packages)
Colli Count: how many packages the shipment has. Each package gets its own Colli details block.
Weight (kg), Length (cm), Width (cm) and Height (cm): the size of the package. The shipment cost depends on them.
Customs Value: fills in from your order lines. Description: a short text for the package.
Package Preset: pick a saved box size to fill in weight and size. To save the current size as a new preset, type a Preset name and press the + button. Save overwrites the selected preset with the current size, and the bin icon deletes it (both ask you to confirm).
Packed by a fulfilment partner: when a fulfilment partner packs the sales channel, no label is bought when you create the transaction. The order goes to the partner's pack station, and the label is bought and printed there when the order is packed. Print label is skipped for these orders.
The Summary and shipment cost
Amount and three small tiles: the number of items, packages and the total weight. If your amount differs from the order lines, the Line total is shown below it.
Amount covers shipping (green) or Amount is below shipping cost (red): compares your amount with the shipment cost.
Route: from your sender address to your customer, with a Residential or Business label.
Shipping Method: the chosen service and the delivery options it will ship with.
Shipment cost: what QrX charges you for this shipment, based on your shipping prices. It updates as you change the address or packages. When the rate excludes surcharges you see the Base price, the Fuel surcharge and/or Residential surcharge, and the Final price. Surcharges come from the live carrier rate and are fixed when the label is created.
Own contract: shown when you ship on your own carrier contract. QrX only creates the label and does not charge a shipment cost.
Print Options: Print label and Print packing slip send the documents to your printer right after the transaction is created (when a printer is set up). QrX remembers these choices. If printing is on but no printer is set up yet, the transaction is still created and a warning tells you why nothing was printed: set up PrintNode and your printers under Settings, Printing, or ask an administrator to do it.
Send tracking updates to customer: when on, QrX sends track and trace updates to your customer for this order. It starts with your channel's setting.
When the shipment is not allowed
The cost card turns red with Shipment not allowed and the create button is disabled. The reasons:
"Transaction amount must be higher than the shipment cost.": raise the Amount.
"No shipping price configured" or "Shipment not allowed. Configure a customer shipping price before creating the transaction.": there is no shipping price for this method and destination. Choose another method, or contact QrX support to get a price set up.
"No valid customer shipping price is defined for this shipment.": the price does not cover this shipment. Choose another method or contact QrX support.
A weight limit (for example "Cannot exceed max 30 kg") or a route that is not allowed ("This shipping lane is not allowed"): split the shipment, change the packages or choose another method.
In Test Mode the cost is shown for reference only and is not charged.
Create the transaction
Fill in Order Information, Customer details and Order lines.
If you want a label, switch on the shipment and choose the sender, method and packages.
Check the Summary and press Create transaction / shipment.
Dangerous goods: when the order has dangerous goods that the carrier or shipping method does not allow, the order is created without a label and a message tells you so. Change the shipping method of the order in Transactions (or let someone override the block at the pack station), then create the label again. Do not create the order a second time.
While QrX works you see Creating transaction. When it is done you go back to the Transactions list with the message Transaction created successfully, and the label and packing slip are printed if you chose that. With the Payment type, your customer pays with QrX at the door when the parcel is delivered.
Copy an existing transaction
On the Transactions list, open a transaction and click Create new transaction. This screen opens with the details of that transaction filled in and the note Copying transaction at the top. Change what you need and create it. Test Mode is never copied. Nothing is created until you press the create button.
Copying for a merchant requires permission to view and create transactions and an active fulfilment-partner grant for that sales channel, with consumer contact and order values enabled. The new transaction belongs to the merchant. Merchant billing details and payment credentials are not copied. If copy details cannot load, ask the merchant to check the grant, its expiry and both capabilities.
On a phone or tablet
On smaller screens the form is split into five steps: Order Info, Customer, Order Lines, Shipping and Review. Tap a step at the top or use Continue at the bottom. The bottom bar always shows the items, packages and amount. The create button is on the Review step.
Tips and common questions
"Please fill in all required fields": a required field is empty. The empty fields get a red border.
"Failed to create transaction: OrderDetails.Email is required.": fill in the customer's Email.
"Merchant channel is suspended.": this channel cannot create transactions right now. Contact QrX support.
"Could not load transaction copy details.": the transaction you wanted to copy could not be loaded. Go back and try again.
The currency cannot be changed: for addresses in Europe the currency is always EUR.
Test Mode cannot be turned off: the selected shipping method uses a test carrier account. Choose a live method.
No shipment cost appears: fill in the address, the shipping method and the weight and size of every package. The cost is then calculated.
"The order was created, but its label was not bought": the order has dangerous goods that its carrier or shipping method does not allow. Open it in Transactions, change the shipping method, then create the label.
Need help? Click Chat at the bottom of the Help Center.