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Receiving and creating orders

• Receiving orders
• Creating orders


Receiving orders

When a customer successfully completes the checkout process on your website an order will be generated.

Each order has a unique ID to distinguish it from other orders.

When an order is created you will automatically receive an email with the details of the order (including customer details and product(s) ordered). This will be an exact copy of the email received by the customer.

All orders that are generated are also stored in your account where you can view the details at any time.


Creating orders

If you receive orders in any other way (phone, email, post, etc..) you may want to add them to your account, so that you have everything in one tidy place.
To create an order select Orders > Create Order from the menu.


Customer details

First, you will need to enter your customer's details:

If your customer has different billing information untick the box to add it in separately.

If the customer you are creating an order for has ordered from you or been entered into your system before you can select them from your existing customers by beginning to enter their name into the selection box:


Products ordered

Next, add products to your order. You can add as many of your products as you would like, and you can also edit the price of your products.

Prices in this section will show either with or without VAT depending on what you have chosen in your VAT settings. The note at the top of the section tells you which format you are currently using:

If your product is available in different sizes or colours (or other variations) you will need to select the choices.

If you have setup your system with stock levels, when you go to add a product to your order the system will tell you how many of that product you have in stock:

If you try to add a product which is out of stock the system will tell you it is out of stock but will still let you add the product:


Delivery & checkout

In this section you must add a delivery rate or select free delivery. You must also choose whether the order is paid or unpaid.

If you are not charging VAT on this order untick the box next to 'Charge VAT'.

Finally, you can also add a delivery date and/or a voucher code if you need:


Comments

In this section you can add any comments that you want to be included in the confirmation email to your customer:


Details & confirmation

The final section shows the totals for the products, delivery costs, VAT and the grand total:

Once you are happy with all of the details, select create order. This will automatically send an email to both the customer and yourself with all of the details of the order.