Follow

Orders

 

Create an Order

For registered customers who need assistance, you can create an entire order directly from the Admin. The Create New Order form includes all the information that is needed to complete the normal checkout process, with activity summaries from the customer’s account dashboard.

For existing customers, new orders can be created both from the Manage Customer page and from the Sales Order page.The Sales Order page can also be used to open accounts for new customers.

image8.png

Create Order

Process Overview:

Step 1: Initiate the Order

Step 2: Add Products to the Order

 

Step 1: Initiate the Order

Method 1: Create New Order from Existing Account

  1.   On the Admin menu, select Customers > Manage Customers.
  2.   Find the customer in the list and click to open the record.
  3.   Click the Create Order button.

image1.png

New Order Detail

  1.   To complete the order, do the following:
  •   To add products from the Current Activities section, find the product in the list and select the Add to Order checkbox. Then, click the Update Changes button.
  •   To add products from the catalog, click the Add Products link. Then, select the checkbox of each product to be added to the cart, and the Qty to be purchased.

image10.png

Add Products

  •   If the product has multiple options, click the Configure button. Complete the options as needed, and click the OK button. Then, click the Add Selected Product(s) to Order link to update the cart.

 

  •   To override the price of an item, select the Custom Price checkbox. Then, enter the new price in the box below. Click the Update Items and Qty’s button to update the cart totals.

image4.png

Custom Price

  •   Complete the following sections, as needed for the order:

        Apply Coupon Codes

        Payment Method

        Shipping Method

  •    In the Order Comments section, enter any comments that you want to accompany the order. To include the comments in the email notification that is sent to the customer, click the Order Comments button.

image3.png

Order Comments and Email Confirmation

  •   The Email Order Confirmation checkbox is selected by default. If you don’t want to send an email confirmation to the customer, clear the checkbox.

     5.   When complete, click the Submit Order button.

 

Method 2: Create New Order from Sales

  1.   On the Admin menu, select Sales > Orders.
  2.   Click the Create New Order button.

image5.png

Create New Order

  1.   Do one of the following:
  • For registered customers, find the customer in the list and click to open the record.
  • For unregistered customers, click the Create New Customer button.
  1.   Complete the order information as you would if going through the checkout process. For a new customer account, complete the following sections:
  • Account Information
  • Billing Address l
  • Shipping Address

 

Step 2: Add Products to the Order

Products can be added to the order by selecting each item from the catalog, or by transferring the information from a previous order, the customer’s wishlist, recently viewed products, or other activities.

  1.   To add products to the order, do the following:
  •   Click to the Add Products button.
  •   Click the Reset Filter button to list all products. Then, use the filter controls as needed to find the products to be added. Then, click the Search button.
  •   Select the checkbox of each product to be added to the cart and if applicable, enter the Qty to be purchased.

If the product has multiple options, click the Configure link. Complete the options as needed and click the OK button.

  1.   Click the Add Selected Product(s) to Shopping Cart button to update the cart. The current content of the cart appear in the Items Ordered section.
  2.   To override the price of an item, select the Custom Price checkbox. Then, enter the new price in the box below. Click the Update Items and Qty’s button to update the cart totals.
  3.   Complete the following sections, as applicable to the order:
  • Apply Coupon Codes
  • Payment Method
  • Shipping Method
  1.   When complete, click the Submit Order button.

 

Update an Order

After a customer has placed an order, it is sometimes necessary to edit the order, place it on hold, or cancel the order entirely. When you make changes to an order, the original order is canceled and a new order is generated. You can, however, make changes to the billing or shipping address without generating a new order.

 

To edit an order:

  1.   On the Admin menu, select Sales > Orders.
  2.   Select the pending order that you want to edit.
  3.   Click the Edit button at the top of the screen. When prompted to confirm, click OK to continue.

image9.png

Edit Order

  1.   Make the necessary changes to the order.
  2.   When complete, do one of the following:

l Click Save to save changes made to the billing or shipping address. l Click Submit Order to save changes made to line items, and reprocess the order.

 

To place an order on hold:

If the customer’s preferred method of payment is not available, or if the item is temporarily out of stock, you can put the order on hold.

  1.   On the Admin menu, select Sales > Orders.
  2.   In the list, find the pending order that you want to place on hold. Then, click to open the order.
  3.   Click Hold to place the order on hold.

image7.png

Hold Order

  1.   When you are ready to return the order to an active state, repeat the process and click Unhold.

 

To cancel an order:

Canceling an order removes it from the list of pending orders.

  1.   On the Admin menu, select Sales > Orders.
  2.   Find the pending order that you want to cancel, and click to open the order.
  3.   In the upper-right corner, click the Cancel button to remove this order.

image6.png

Cancel Order

  1.   The status of the order is now “Canceled.”

image2.png

Canceled Order



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments