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      Creating and Paying for an Inbound Admin Order

      Creating an Inbound Admin Order and paying with a Card, Loyalty Points or Alternate Tender

      In this article

      Creating an Admin/Inbound Order for an Existing Customer (VIDEO)

      Creating an Admin/Inbound Order for a New Customer (VIDEO)

      Paying for an Admin/Inbound Order with Loyalty Points (VIDEO)

      Paying for an Admin/Inbound Order with an Alternate Tender (VIDEO)

      Creating an Admin/Inbound Order for an Existing Customer

      1. Go to Settings > CRM
      2. Search for the Customer that's placing the Order and click on their Profile.
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      3. Click the Orders tab - and then click the Add Order button.
        Screen Shot 2023-11-17 at 9.21.57 AM
      4. Confirm/Edit the Billing and Shipping address(es).
        Screen Shot 2023-11-17 at 11.17.15 AM
      5. Search and Add Product(s) to the Order.
        Screen Shot 2023-11-17 at 11.17.27 AM
      6. Choose a Sales Channel, Sales Associate (if applicable) and Gift Message (if applicable).
        Screen Shot 2023-11-17 at 11.15.15 AM
      7. Add a Shipping Message (if applicable): This will be seen by your fulfillment house.
      8. Add any applicable Coupons.
        Screen Shot 2023-11-17 at 11.15.43 AM
      9. Edit/Change Tender Type and click the blue Charge button.
        Screen Shot 2023-11-17 at 11.17.42 AM

       

      Creating an Admin/Inbound Order for a New Customer

       

      1. Go to Store > Orders
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      2. Search for the Customer name, and when it does not appear, click 'Add New Customer'.
        Screen Shot 2024-03-19 at 12.14.15 PM
      3. Enter Customer information and Save. Note that only the Email Address is required.
        Screen Shot 2024-03-19 at 12.15.18 PM
        Screen Shot 2024-03-19 at 12.12.04 PM-1
      4. Confirm/Edit the Billing and Shipping address(es).
        Screen Shot 2023-11-17 at 11.17.15 AM
      5. Search and Add Product(s) to the Order.
        Screen Shot 2023-11-17 at 11.17.27 AM
      6. Choose a Sales Channel, Sales Associate (if applicable) and Gift Message (if applicable).
        Screen Shot 2023-11-17 at 11.15.15 AM
      7. Add a Shipping Message (if applicable): This will be seen by your fulfillment house.
      8. Add any applicable Coupons.
        Screen Shot 2023-11-17 at 11.15.43 AM
      9. Edit/Change Tender Type and click the blue Charge button.
        Screen Shot 2023-11-17 at 11.17.42 AM

      Paying for an Admin/Inbound Order with Loyalty Points

       

      1. When viewing a Cart, scroll down to the Payment section.
      2. Click on the Redeem Points link.
        Screen Shot 2024-03-19 at 1.56.50 PM
      3. Within the pop-up modal, you will find the preset number of points available for redemption. This default amount represents the maximum allowed for the Customer to redeem based on your Loyalty program settings. Feel free to adjust this amount to a lower value if needed. Example: Perhaps the Customer would like to pay half with points and half with their card.
      4. Click the Add Tender button.
        Screen Shot 2024-03-19 at 1.57.11 PM
      5. Click the Charge button to complete the Order.
        Screen Shot 2024-03-19 at 1.57.39 PM

       

      Paying for an Admin/Inbound Order with an Alternate Tender

       

      1. When viewing a Cart, scroll down to the Payment section.
      2. If you'd like to use a tender other than the card on file or Loyalty Points, click on the 'Remove Tender' link.
        Screen Shot 2024-03-19 at 2.16.26 PM
      3. Click the 'Add Alternate Tender' button.
        Screen Shot 2024-03-19 at 2.16.45 PM
      4. You have three Alternate Tender choices:
        1. Cash: Paying with cash
        2. Loyalty Points: You will see this option if you have the Loyalty Extension installed.
        3. External Payment: This is any payment that is made outside of Commerce7. 

          Marking as paid externally will not take any funds from the customer. This is a way to track that you'd received payment through an external method such as check.

          This option should only be used if you're receiving funds outside of Commerce7. Once an order is paid with this option, a different payment method (such as credit card) cannot be added later.

      5. Once you have made your choice, click the Add Tender button.
        Screen Shot 2024-03-19 at 2.17.04 PM
      6. Click the Charge button to complete the Order.
        Screen Shot 2024-03-19 at 2.17.26 PM