New Orders

You can create a new order for a customer beginning at the Users page. You can also view a customer's basket and help them through the checkout process if necessary.  

When you place an order for your customer, the customer will receive an e-mail confirmation and be able to login to their account and view their order information.

To Create an Order:

To create a New Order for a customer, go to People > Users. Find the User and click on the blue 'Edit User' button as shown below. This is the better method to create a new order. (Note: If you select Login as User, you will automatically get logged-out of your Admin account and will get logged in as that User.)

That will bring you to the User page as shown below. Scroll down and Click on the Create Order button in the 'Current Basket' section near the bottom of the image below.

Clicking on the 'Create Order' button will bring you to the page below where you add the product to the order.

To Add Products to an Order:

  1. Enter a 'Name' or 'SKU' into the field "Find Product". You can use the drop-down arrow to toggle between Sku or Name.

  2. Click the SEARCH button to display all the products that meet the search criteria. In the search below, I entered mittens as the product.  


  3. Click the ADD (+) icon to add the product to this basket. I selected the Hand-Made Mittens in this example.

  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 as shown below. You can modify the quantity, add or delete any product.

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

  2. When you are ready to place the order, click the PLACE ORDER button. Or as a speedy alternate, Click 'Complete Order with Cash Payment' for a cash payment or enter the Check Number in the Check Number box and click 'Complete Order with Check Payment'. Internal Comp is another offline payment button that makes comp payments easier.

Tip: If you need to add payments or make other adjustments, clicking Place Order will give you that ability.

To Place an Order:

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

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

    • Billing/Shipping Addresses - The billing and shipping addresses for the customer when the product has shipping options.

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

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

  2. Once an address is associated with the order, you can choose a shipping method. If you use a Flat Rate shipping method, only one shipping method will be available.

To 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 from the appropriate drop-down.

  4. Click the PAY WITH CREDIT CARD or FINALIZE PAYMENT button from the corresponding payment method the customer used in the order. Your screen will vary slightly depending on the gateway used.