Create an Order

Create an Order


Create an Order



Create an Order

  1. Visit the Orders Module
  2. Press "Create Order"
  3. Add a contact for this order by searching for the previously-created customer's contact
  4. Select the Shipping Address or press "Create New Shipping Address" to create a new address
  5. Select the Billing Address or press "Create New Billing Address" to create a new address
  6. Select the Sales Channel that this order is going to be for
  7. Add product(s) for this order by searching for the previously-created product
    1. If the order is a parcel order, you can press "Add Custom Product" to create a one-time product
  8. Update the product quantity
  9. If applicable, Update variant options
  10. Enter any Delivery Instructions
  11. If Applicable, Press CHOOSE SHIPPING METHOD to begin select shipping method for this order 
    1. Depending on if the product was created as a parcel or freight product, you will get the applicable shipping methods
  12. If Applicable, Enter a DISCOUNT as text
    1. Press APPLY
  13. Press CALCULATE
  14. Choose a Payment Method
    1. If you Select “Paid with Credit Card”
      1. Enter Card Number, MM/YY and CVC
      2. Press USE CARD
      3. This completes the order
    2. If you select "None", the order will not be completed
    3. If you select "Payment Pending", you cannot come back into the order to charge a credit card
    4. If you select "Paid", the order will be completed
    5. If you select "Purchase Order"
      1. Enter the Purchase Order Number
      2. Enter the Purchase Order Terms
      3. Enter the Invoice Date (MM/DD/YYYY)
    6. If you select "Financed", the order will be completed
  15. Press SAVE

Next, Create your Parcel or Freight Shipment



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