OFN User Guide
Greek
Greek
  • Welcome to the OFN User Guide
  • Local OFN organisations and contacts
  • Where does my business fit in OFN?
  • Quick Start Guides
    • Hub
    • Shop
    • Profile
    • Digital Farmer's Markets
  • Features
    • Register and Create an Enterprise Account
    • Dashboard
    • Enterprise profile
      • Package / profile types
      • Enterprise Settings
      • Create or connect with your supplying producers
      • Making a producer profile searchable by product category
      • Enterprise Permissions
      • Change Profile Managers/Owners
    • Products
      • Add products
      • Product variants
      • Product properties
      • Pricing meat & other 'complete' products of unknown weight
      • Inventory tool
      • Group Buy - for bulk ordering
      • Product and Inventory import
    • Shopfront
      • Shipping Methods
      • Payment Methods
      • Enterprise Fees
      • Order cycles
        • Order Cycles (for Hubs)
        • Order Cycles (for Shops)
        • Opening more than one order cycle
        • Permissions in multi-enterprise order cycles
      • Customer management and conditional displays/prices
        • Customer Management
        • Tags and Tag Rules
      • Vouchers
      • Private shopfront
      • White Label shopfront
      • Display only shopfront
    • Orders
      • Manage Orders
      • Create orders manually
      • Refunds and Adjusting Payments
    • Subscriptions
      • Configuration
      • Subscriptions - Creating & Managing orders
      • Subscriptions - the customer's perspective
      • Subscriptions - FAQs
    • Reports
      • General tips
      • Order Reports
      • Reports for Bulk Order Management
      • Reports for Hub Management
      • Packing Reports
      • Payment Reports
      • Tax Reports
      • OFN Invoices
      • Xero Invoices
    • Groups
      • Create and manage a Group page
    • API
  • Hub management tips
    • How To's
      • Delete an Enterprise
      • Soft Close an Order Cycle
      • Open your Shop on 'Preview'
      • Customise your shop appearance
      • Take orders on Credit
      • Vouchers v. tags
      • Early Shopping 'Hour' for Priority Groups
      • Discounted/Free Delivery for Vulnerable Customers
      • Cash/EFTs for trusted customers only
      • Reward your volunteers
      • Running a Social Media Promotion
      • How to Create Gift Vouchers
    • Marketing Tips
    • Social Media
  • Complementary software and tools
    • Newsletters & Promotional Emails
    • Accounting and Invoicing Packages
      • Paying suppliers with ABA files (Australia)
    • API
  • Frequently Asked Questions
  • Glossary of OFN Terms
  • Shopping with Open Food Network
    • About Open Food Network
    • How to find an online food shop near you
    • Shopping and Placing an Order
    • The people & businesses who make your food
    • Your OFN account
    • Subscription Orders
    • Frequently Asked Questions
  • Feedback
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  1. Features
  2. Orders

Create orders manually

PrécédentManage OrdersSuivantRefunds and Adjusting Payments

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.

You are then lead through a step-by-step process to place the order:

Firstly you will be prompted to select the distributor that the order will be placed with. Next you will need to select the order cycle that you want the order to be placed in. Your choice of order cycle will dictate which products will be available to be added into the order and the fees applied. Click next once you've completed these fields.

Selecting a customer will autofill the customer's saved shipping & billing address, saving you time. You can also enter the customer's details manually if they're not saved in your customer list by completing the fields on the screen.

Click 'Update' to save your progress, then go to 'Order details' from the menu on the right to start entering products:

After finding the product you'd like to order, enter the quantity and click the + button to the right of the product to add it to the cart.

Once a product is added you can edit the quantity by selecting the pen and paper icon to the right of the item:

After editing any aspect of the cart, click update and recalculate fees to update the price.

The final step is to add the customer’s payment method. This is found from the right hand menu:

You should NEVER write down a customer's card details.

Best practice is to complete the above form directly into a computer/tablet/mobile device while the customer reads out the numbers over the phone.

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

You'll then see the customer details screen where you can choose a customer from your list. Enter three or more characters in the 'choose a customer' drop down box and select your customer:

You will then be redirected to the Order Details page where you can select products. You must type at least the first 3 characters of the product for it to appear as an option in the drop down list:

One of the available shipping methods which the distributing enterprise offers will be selected for the order by default. You can edit this, along with add tracking details or a note in the same manner as for .

Note, if you opt for a provided by Stripe then you will be directed to input the customer's card details.

You will not be able to opt for a provided by PayPal for an order created manually.

customer
Payment Method
payment method
editing an existing order