Creating Orders
ORDER MANAGEMENT > ORDERS
You can create orders in multiple ways. In Order Management application. Starting from the Orders tab, you can create an order from scratch, copy an existing order, create an order from a specific account that already includes customer information or creating an order from a customer's active cart.
For more information, see:
The following topic describes the process of creating an order from the Orders tab in the Order Management application.
Creating an order from the Orders tab
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Click the Orders tab to create an order. |
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Select one of the available fulfillment methods: |
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Ship to Location - when the order has to be shipped to a specified store or warehouse |
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Shipping - when the order needs to be shipped to a customer address |
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Delivery - when the order needs to be delivered to a customer address |
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Pickup - when you want the order prepared so the customer can pick it up from a specified location |
Tip: For an order that consists of many items, open the Order Management application and Product Management applications at the same time, this way it is quicker to copy & paste SKUs from one window to the other.
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Click a Sales or Dependent scope. To learn more about selecting a scope, see Navigating the Scope Selector |
Figure 1 - Scope Selector
Important: Remember that you have to select a sales or dependent scope to be able to create an order. Orders cannot be created when the Global scope is selected.
Adding a customer to a new order
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Select a Customer. If the customer does not exist in the platform, you can create one at this time. |
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Search for the client's last name (you can also search by phone, email or all criteria) |
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Select all applicable filters |
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Select the customer's account |
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Specify the Order type. |
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Select a Fulfillment Type |
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Select a Fulfillment Method |
Figure 2 - Fulfillment type and method
When the order is started, an order number is not yet assigned and the tab name indicates New Order in red. Before completing the order details, you must update the Order Location field. To do so, click Change Order Location and select the Order Location from the list.
Figure 3 - Changing the order location
Important: if you don't update the Order Location and move forward with customizing the rest of the order, you will not be able to select the payment method information. Be sure to change the order location prior to modifying the rest of the order.
Tip: Tabs are highlighted in red when mandatory information or option selection is not yet completed. You will not be able to submit the order unless all mandatory fields are filled. Fields that are specific to your business model may also be flagged as mandatory.
Completing order details
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In the Items tab, add items using their Product/Variant ID or browse the catalog to search and filter items. For more information, see Adding Items in an Order. |
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Products will appear under the shipment header. |
Store Fulfillment options that are specified in the shipment header determine the fulfillment processing and order routing that occurs when creating or modifying an order.
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Click the Payment section, select a Payment Method. For more information, see Managing Payments. |
During order creation, the system records details of all the promotions that impact the cart and assigns the proper discounts that currently apply. It is not possible to update coupons and promotions once the order is submitted.
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In the Attributes section, complete the order attribute information, if applicable. |
When there is missing or incorrect information in your order, tabs are highlighted by the icons to identify the areas that require attention. Be sure that these issues are resolved before submitting your order, otherwise you will not be able to submit it.
You can only submit orders that contain back order items when the Back Order check box has been selected in the Product Administration configuration. Any items that have an Out of Stock status will prevent the order from being submitted.
The submitted order appears on the page with an order number and a new status.
Figure 4 - Submitted order
To make changes to this new order, see Modifying Orders
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