To meet various needs, such as consolidating customer orders from different platforms to ensure accurate total spending or integrating phone orders from a retail store into the online store, you may need to place orders on behalf of customers. Therefore, SHOPLINE has introduced the feature to manually create orders from the Admin.
This article will cover the following:
1. Page merging
In the SHOPLINE Admin, go to [Order Management] > [Orders], and select More Actions > Create Order. Then, you will be directed to the "Manual Order" page.
2. Access settings
The administrator must have at least one of the following permissions to create an order manually in Admin:
1. The "Create Order" permission is enabled in [Settings] > [Permission & Security] > Admin Access Rights.
2. The "SC Manual Order" permission is enabled in [Settings] > [Permission & Security] > Social Commerce Rights.
3. Page overview
Step 1
Enter the customer's information.
Step 2
Add the products.
Step 3
Set up the delivery and payment method.
Step 4
You can set up the order label and order remarks.
Step 5
Select the order source.
Step 6
Upon confirmation, click Create Order.
For more information on manual orders, please refer to this article.
Comments