Orders

Adding an Inbound Order in the Admin Panel

Creating and paying for an Inbound/Admin Order

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.
    Screen Shot 2023-11-17 at 9.21.14 AM
  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

 


Paying for an Admin/Inbound Order with Loyalty Points

 


Paying for an Admin/Inbound Order with an Alternate Tender