Create orders manually

Last updated 7 months ago

Sometimes you may wish to manually put an order into the system. This may be on behalf of a customer, or so that your reports will capture an order from a different sales stream. You can create an order by going to Orders and clicking on the + New Order button.

Firstly you will be prompted to select the distributor that the order will be placed with. This will usually be your hub or producer shopfront, but you may also wish to place an order into a buying group that is associated with your hub. Next you will need to select the order cycle that you want the order to be placed in. You choice of order cycle will dictate which products will be available to be added into the order and the fees applied. For example, if you select the June order cycle, you won’t be able to put products that were not in that order cycle into this new order.

Now you can select which products to add to the order by searching for them and selecting a quantity. Once you’ve added all of the necessary products click update and recalculate fees.

The next step is to add in the customer’s details. If it is a customer who is on your customer list, you can select them from the dropdown menu, otherwise you can fill in the customer’s details details and check them out as a guest.

Click Continue to select a shipping method. Then click Update.

Next you will be able to make any adjustments to the order, such as including a fee. Once you have done this click Continue.

Finally you can select the customer’s payment method.

Clicking update will finalise this order and send an email confirmation to the customer.