Manage > Orders

New Orders

You can create a new order for a customer from the Order Manager page.  You can also view a customer's basket and help them through the checkout.  

When you place an order for your customer, they will still receive an email confirmation and be able to login to their account and view their order information.

Create an Order

To create a new order, click the NEW ORDER button shown in the top section of the Order Manager page.

Add Products to an Order

1. Enter a 'Name' or 'SKU' into the field "Find Product"

2. Click the SEARCH button to display all the products that meet the search criteria.
   
   
    

3. Click the ADD (+) icon to add the product to this basket.

4. If a product has options, or conditions which require data to be entered, the selections will appear on the next page.
   
   

5. If prompted, choose the options or enter information as needed.  Click the SAVE button.

6. A new basket will appear with the order item shown.  You can modify the quantity, add or delete any product.

7. You can RECALCULATE or CLEAR ORDER by clicking the buttons provided.

8. When you are ready to place the order, click the PLACE ORDER button.  

Place an Order

1. From the Place Order page, you will see three sections.

1. • Order Contents - The basket contents are shown here.  You can edit the contents of the order.

   • Billing/Shipping Addresses - Find a customer using their email address or create a new customer record.

   • Shipping & Payment - Calculate and add shipping methods to the order, enter coupons, and make payment.

2. Enter an existing email address into the field "Customer Email" and click the FIND button.

3. If an email address exists, the form will populate with the customer's information.  If it doesn't exist, you can enter the applicable information into the fields provided.

4. If the shipping address is different, enter it into the Shipping Address section.  Otherwise, check the box 'Same As Billing Address'.

5. Once an address is associated with the order, you can choose a shipping method.  Click the REFRESH button if you change the address and want to update the real-time shipping services and rates. 

Make Payment on the Order

1. In the last section, Shipping & Payment, you need to apply any coupons first.

2. If you are going to place the order now and collect payment later, click the DEFER PAYMENT button to finalize the order.

3. Otherwise, choose the Card Type, enter the Name on Card, Card Number, Expiration, and Verification Code.

4. Click the PAY WITH CREDIT CARD button.

Related Topics

Manage > Orders > Payments (Credit Card Transactions)
Process credit card payments and refunds online.

Manage > Orders > Payments (Offline Payments)
Record other types payments