Creating Manual Orders: Difference between revisions
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'''Take customer and product details over phone, email or fax and create a manual order based on them.''' | '''Take customer and product details over phone, email or fax and create a manual order based on them.''' | ||
After you accessed the admin area of your website click on '''Orders/Customers''' and '''Orders''' tabs. Then click on '''Create new order''' button. | After you accessed the admin area of your website, click on the '''Orders/Customers''' and '''Orders''' tabs. Then click on the '''Create new order''' button. | ||
[[File:Image 893.png|none|thumb|799x799px]] | [[File:Image 893.png|none|thumb|799x799px]] | ||
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Under '''Contact/Delivery/Payment details''' tab choose an '''existing customer''' by clicking on '''Add customer''' link or '''fill in''' the required fields for a '''new customer.''' Then '''choose payment and shipping | Under the '''Contact/Delivery/Payment details''' tab, choose an '''existing customer''' by clicking on the '''Add customer''' link or '''fill in''' the required fields for a '''new customer.''' Then '''choose payment and shipping methods.''' | ||
[[File:Image 903.png|none|thumb|799x799px]] | [[File:Image 903.png|none|thumb|799x799px]] | ||
Under '''Product details''' tab click on '''Add new product''' button. | Under the '''Product details''' tab, click on the '''Add new product''' button. | ||
[[File:Image 901.png|none|thumb|799x799px]] | [[File:Image 901.png|none|thumb|799x799px]] | ||
You can find the required product(s) in a category of a sales channel or by typing its name in the '''search''' field. After products are added you can '''add tax to them if necessary and change product quantity.''' | You can find the required product(s) in a category of a sales channel or by typing its name in the '''search''' field. After products are added, you can '''add tax to them if necessary''' and '''change product quantity.''' | ||
[[File:Image 902.png|none|thumb|799x799px]] | [[File:Image 902.png|none|thumb|799x799px]] | ||
You can also '''update product prices manually (in currency or %), change product quantity again, go back to the product settings or delete a product from this order | You can also '''update product prices manually (in currency or %), change product quantity again, go back to the product settings or delete a product from this order.''' Then '''enter amount already paid''' by clicking on the '''pencil''' icon next to the '''Amount Paid''' value'''.''' | ||
[[File:Image 905.png|none|thumb|799x799px]] | [[File:Image 905.png|none|thumb|799x799px]] | ||
Click on '''Update and pay''' button to complete the order. The option in the pop up window '''Send customer request for payment''' will be active after '''Update and Pay''' extension is installed. | Click on the '''Update and pay''' button to complete the order. The option in the pop up window '''Send customer request for payment''' will be active after '''Update and Pay''' extension is installed. | ||
[[File:Image 906.png|none|thumb|800x800px]] | [[File:Image 906.png|none|thumb|800x800px]] | ||
Add '''Order Total Elements''' to the order by clicking on the corresponding button. Such as '''discount coupons, gift wrap, low order fee, credit amount, shipping fee, payment fee and subtotal for taxation | Add '''Order Total Elements''' to the order by clicking on the corresponding button. Such as '''discount coupons, gift wrap, low order fee, credit amount, shipping fee, payment fee and subtotal for taxation.''' | ||
[[File:Image 907.png|none|thumb|799x799px]] | [[File:Image 907.png|none|thumb|799x799px]] | ||
Latest revision as of 15:11, 11 September 2023
Take customer and product details over phone, email or fax and create a manual order based on them.
After you accessed the admin area of your website, click on the Orders/Customers and Orders tabs. Then click on the Create new order button.
Specify the platform details in the pop up window.
Under the Contact/Delivery/Payment details tab, choose an existing customer by clicking on the Add customer link or fill in the required fields for a new customer. Then choose payment and shipping methods.
Under the Product details tab, click on the Add new product button.
You can find the required product(s) in a category of a sales channel or by typing its name in the search field. After products are added, you can add tax to them if necessary and change product quantity.
You can also update product prices manually (in currency or %), change product quantity again, go back to the product settings or delete a product from this order. Then enter amount already paid by clicking on the pencil icon next to the Amount Paid value.
Click on the Update and pay button to complete the order. The option in the pop up window Send customer request for payment will be active after Update and Pay extension is installed.
Add Order Total Elements to the order by clicking on the corresponding button. Such as discount coupons, gift wrap, low order fee, credit amount, shipping fee, payment fee and subtotal for taxation.
