Creating an Order
Purpose:
The purpose of this walkthrough is to help you place an order in our CRM.
Pre Requisites:
Shop page
Product
First you will navigate down to contacts and then to customers.
Click on the customer's email address and this screen will pop up:
Next, you will click create order
This is the order screen:
Click on the green plus sign to add your various products or offers into the cart.
This screen will appear and then you will click add to order
If everything is in your cart, click continue. You will see this screen next
Make sure your customer's information is correct and you will need to have an email address on file or be able to provide it here. Once everything is correct. Click continue.
You will need to provide a phone number for your customer as well. Click the blue plus sign to add a number or it will automatically populate like so. Click continue
Provide the customer's address or it will automatically populate here. Click continue
Here is where you will enter your customer's payment information or it will populate. If you click the three dots you can edit payment information with the pencil tool or add a new method with the plus sign of payment.
Once the payment information is squared away, click continue.
Here you can review your order and make sure all information is correct. You also have the option to apply for a coupon if applicable.
Once you are satisfied with your order, click “Process Order”
Once complete, this will take you back to the order screen and you will be able to see your new order at the top of the list.
And here you can view your full order screen. If you ever want to visit this screen again, click orders in the left side menu.
Checklist:
Shop page
Product
Customer
Payment method