Feature Availability: ALL PLANS

Create Order enables the Merchants do the order processing of their items and send a payment link for the customer to review the agreed order and settle their payments and receive their respective orders. Merchants must be able to manually create a new order or take orders from their customers if they call or phone-in. 

Why is it important? Create Order enables merchants to have the freedom to create orders on behalf of their customers. This feature accommodates customers who prefer placing call-in orders, such as those from the merchant's call center department or orders agreed upon via SMS or phone calls during the inquiry-to-order process.

Skill Level: Beginner | Advanced | Expert 

How long does it take to do? 2 Minutes 

Requirements:

1. Custom Order details
2. Customer Lead Record

Summary:

1. In the left Side Panel, select either Leads or Orders
2. Click Create Order
3. Create Custom Order
4. Click Proceed to Checkout
5. Click Place Order

 

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Steps to Create Order

Merchant Side:

1. In the left Side Panel, select either Leads or Orders

2. Click Create Order

 

3. Create Custom Order

Order For - Select Customer Lead Record
Shipping Method - Select Shipping Method
Payment Method - Select Payment Method
Shipping Address - You may use the shown address or Use Another Address
Products - Add the products for the custom order

Note: You may edit the quantity in the Order Summary

4. Click Proceed to Checkout.

5. Click Place Order

Result: You have successfully created a Custom Order for your customer.

Note: Upon logging in to your site, customers need to go to 'My Orders' and click on 'Payment Link' to proceed with payment.

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