SHOPLINE has launched the "Manual Order" feature, allowing you to manually create customized orders for customers from retail stores or third-party services.
⚠️ Note: This article covers part 2 of the "How to Create Manual Orders". If you are setting it up for the first time, please refer to How to Create Manual Order | Social Commerce (1/3).
This article will cover the following:
- Set up invoice information
- Set up the order label
- Set up the order remark
- Set up the order source
- Apply discounts
- Select channel to send a link to customers
1. Set up invoice information
Continuing from the previous article, after filling in customer information, adding products, and setting up shipping and payment methods, you can now configure invoice details.
The invoice feature is supported for NTD stores. You can select the invoice type and delivery type.
*Note: If you select "Non-physical electronic invoice", you must fill in the field in the [Customer Information] > [Email address] on the left page. If you select "Donate e-invoice", "Uniform e-invoice", or "Duplicate uniform e-invoice", fill in the required fields to complete.
2. Set up the order label
Merchants can add custom order labels by entering them into the "Order label" field.
Merchants can also click on Select label to select labels/tags from a list of labels used previously.
*Notes:
- Merchants can add a maximum of 10 order labels per order.
- Newly added order labels will also appear in the "Order Tags" section on the Order Details page in SHOPLINE Admin.
3. Set up the order remark
Merchants can attach a note to the order by entering it into the "Order Remarks" field.
*Notes:
- Customers will be able to see remarks entered into this field.
- Remarks are limited to a maximum of 200 characters (including spaces).
4. Set up the order source
Set up the order source in the "Order From" section.
5. Apply discounts
i. Apply discounts
The system will automatically apply promotion discounts (E.g., Bundle, Bundle Group, or the Buy X Get Y promotions) to an order that fulfills the promotion scenario set by the store. Merchants can help customers add products that meet the scenario as well.
In the "Add Products" section, it will display the applied promotion.
ii. Apply store credits
If merchants enable the "Online Store Credits Setting," and customers have available store credits balance, the "apply store credits" field will appear under the Order Summary section.
- Store Credit Toggle
- Online Store Credit Redemption
The system will follow the "apply credit conditions" set in the Admin > [Customer Management] > [Store Credits] > "Online Store Credit Redemption".
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Apply credit condition: If merchants set the scenario to orders over $1000, a notification message will appear for orders below the set amount.
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Maximum amount of credits applied: If the maximum amount is set to $50, a prompt message will appear for any exceeding amounts entered.
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Allow customers to customize Applied Store Credits: Only applicable if you have enabled this setting.
iii. Tax details
If merchants have enabled "All Shops need Tax Collection" or some products require additional sale tax, the tax details and calculation method will be shown in the amount details.
If merchants have switched on "All products include tax," the tax included in the payment amount will also be shown.
For detailed instructions on taxes setting, please refer to:
iv. Add discounts
You can click Add Discount and input any custom discount amount. Merchants can also change the name of the custom discount.
Click the Add Discount button again to add another set of custom discounts.
The system currently supports adding up to five sets of custom discounts. When the number of discounts reaches the upper limit, the "Add Discount" button will be grayed out and no discounts can be added.
*Note: If the "Custom Discount" section does not appear, proceed to SHOPLINE Admin > [Settings] > [Permission & Security]. Click on the Edit button for staff members, and go to the "Message Center" tab. Make sure the "Send Message" and "Adjust total bill in manual order" boxes are checked off. Once you have checked off these boxes, click on Update in the bottom right-hand corner.
v. Apply coupon code
You can click the Coupon code button and enter the coupon code, then click Apply to apply a discount for your customer.
The system will display a list of the coupon codes currently available for the customer to use, you can select one to apply.
If some of the created coupon codes do not show up in the coupon code list, it may be for the following reasons:
- This coupon code has reached the maximum limit of use.
- The current order does not meet the minimum requirement for coupon code.
- The current order does not contain any products applicable to this coupon code.
Once the coupon code has been successfully applied, the related information will be displayed in the order summary.
6. Select channel to send a link to customers
After the above is completed, go to the drop-down menu in "Please select channel to send link to customer" to send the link to customers via email, WhatsApp, Facebook, or LINE. (Please note that only the channel in which the customer has interacted with the store will be shown in the list.)
Alternatively, if you want to send the order confirmation link by copying the link and sharing it with your customers separately, you may select "None".
After checking all the details are correct, click Create Order.
*Notes:
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If the "Create Order" button does not appear, proceed to SHOPLINE Admin > [Settings] > [Permission & Security] and click the Edit button for staff. Then, go to the "Social Commerce Rights" tab, check the "SC Manual Order" box, and click Update.
- If you want to send a confirmation link using WhatsApp, a window will open in a new tab with the message sent to your customer, along with a link to open a chat window in WhatsApp.
*Note: You still need to open a chat with the customer on WhatsApp and send them the order summary manually. WhatsApp will not send the order summary automatically.
Once you have successfully created an order, a confirmation window will appear and you can click View All Orders to view orders. You can also copy the link to send a notification to your customer using another channel.
To view details of previously created manual orders as well as access a link to the order confirmation, proceed to SHOPLINE Admin > [Social Commerce] > [Manual Order] and then click on Order History on the top right.
In Order History, you can search for an order by date. If you need to copy an order confirmation link in order to resend it to a customer, click on Copy order link next to the order.
Read more
- How to Create Manual Orders | Social Commerce (1/3)
- How to Create Manual Orders | Social Commerce (3/3)
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