These steps are in place to ensure that orders that require any kind of documentation attached to them are properly handled.
Regardless of the order being manually created or imported from Shopify, clients should add all the necessary information to the order notes. (i.e. 'please add packing list emailed to xxx').
You should also make sure that you send the documentation to Customer Success, so that they can make sure it reaches the team at the warehouse.
Note: Please keep in mind that you will only be able to add notes to a manual order when you create it or while it's processing. For orders coming from Shopify, there is a small window while the orders are processing in which you will be able to add notes to the order.
If you have any more questions regarding B2B orders, contact our Customer Success team or send us an email, and we will be happy to assist you!