How to Create Manual Orders｜Social Commerce (1/3)

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 1 of the "How to Create Manual Orders".  For the next part of the setup, please refer to How to Create Manual Order | Social Commerce (2/3) and How to Create Manual Order | Social Commerce (3/3).

This article will cover the following: 

• Fill in the customer's information
• Add products to the cart
• Enter delivery and payment details

 

*Notes: You will not be able to create a manual order if:

1. The customer's address is not served by the selected delivery option. For more information on what delivery options are available for which countries/regions, please refer to this chart.
2. The selected product is sold out.
3. The required content is not filled in completely.
4. The discount amount for the selected product(s) exceeds the total price of the product.
5. If you want to send an order confirmation link via a WhatsApp message and you are using an iOS device, you must first add the customer as a WhatsApp contact in order to successfully create a manual order. 

 

1. Fill in the customer's information

In the SHOPLINE Admin, go to [Social Commerce] > [Manual Order].

 

i. For new customers (non-members)

Enter the customer's phone number, name, and email address.

*Notes:

• Please pay attention to letter casing when entering a customer's information. 
• Enter an email address or phone number to create a new customer profile. 
• If you have switched on the "Send this SMS" toggle at [Custom Notification] > [Member Account Setup Notification], customers will receive an SMS notification on member account setup once you create a new member in manual order. For more information, please refer to the following article.

 

ii. For existing customers

You can search for them by their information and find them in the drop-down menu.

 

If an email or phone number that is already in use is entered and you do not then select the associated existing customer, you will be prompted to either enter a new phone/email or merge the entered information with the existing customer profile.

 

2. Add products to the cart

i. Add an existing product

Click Select Product to view all products in the store, and select the "cart" icon to add the product to the shopping cart.

*Notes:

• Enter a product's name into the search bar to find products quickly. 
• If a product has multiple variations, you can click on the dropdown menu to view and select specific variants.
• If the Available Quantity for a product is 0, it can’t be added to the cart.
  If you have enabled the “Preorder” feature and set a preorder quantity limit for the product, the Available Quantity would be your current inventory and pre-order limit combined together. Please refer to this article for more information on the preorder feature. 

 

ii. Select free gift

Click Select Gift to view all gifts in the store, and select the "cart" icon to add the gift to the shopping cart.

 

[Coming Soon] Free Gift (new)

The new version of free gift now supports selecting multiple variations. To add a gift with multiple variations, select the variation first, then click the "cart" icon to add it to the shopping cart.

 

Once you add the gift to the cart, you can modify the quantity or delete it from the cart.

 

Gift added automatically by the system
If the order fulfills the free gift requirements, and the gift has multiple 
variations, the system will require you to select the variation for the gift 
before you can create the order.


Once selected, click Confirm.

In the "Add Products" section, it will display the variation and quantity of 
the gift, but it is not modifiable. To modify, click Select variation again 
to reselect.


As shown below, to change the variation from black to white, 
first delete the selected Black variation, then reselect White.

 

iii. Create a custom product

Click on Custom Product and enter the custom product's name, picture, price, and quantity. You can also decide whether or not to display the product in the online store. Once you have completed the setup, click Add to Cart.

[Coming Soon] Display Product sorting and SKU

Once the products are successfully added, the product sorting and SKU will display. If you have added gifts, the product and gifts sorting will display separately. 

*Note: If you wish to display this information, please contact SHOPLINE’s Online Merchant Success Team. 

 

3. Enter delivery and payment details

Select a payment option from the dropdown menu. In the "Recipient Info" field, either choose an address that a customer has previously registered or enter a new delivery address. 

*Note: A customer's address may be invalid due to changes to the address format. If an error message appears, please update the customer's address using the correct format. 

 

Store pick-up delivery method

For more details on store pick-up, please refer to Store Pick-up - Customized Store Information and Buy Online, Pick Up In-store.

*Notes:

• Please fill in the recipient information after selecting the pick-up store. This information is for one-time use only and will not be saved into the system.
• When using the "Buy online, pick up in-store" delivery method (with the retail store and warehouse already set up), if the retail store does not have available inventory, the system will prompt you to select another store.
• The system will automatically detect the online store's inventory when adding a product. As a result, when the online store's inventory is zero, you won't be able to add the product, even if there's inventory available in the retail store.
• If the quantity of the added product exceeds the store's "Order Limit," the system will not be able to create the order.
  

 

Pick-up delivery method

When creating an order, you can select the "Pick-up" delivery method for customers, such as EF Locker, S.F. Business Station, etc.

*Note: The "Pick-up" delivery method is currently available only to Hong Kong merchants.

 

Please see the chart below for the payment and delivery options available for your region:

Country / Region	Payment Option	Logistics
TW	Custom 7-11 C2C COD 7-11 B2C COD FamilyMart C2C COD FamilyMart B2C COD SHOPLINE Payments Tcat COD HCT COD	Custom 7-11 C2C 7-11 B2C FamilyMart  C2C FamilyMart  B2C Tcat HCT Logistics 7-11 cross-border
HK	SHOPLINE Payments	SF Express
MY	Ninja Van COD SHOPLINE Payments	Ninja Van PosLaju
SG	Ninja Van COD Janio COD Omise Paynow SHOPLINE Payments	Ninja Van Janio
TH	Kerry 2D COD Thailand Flash Standard COD Omise	Kerry 2D Thailand Flash Standard
VN	GHTK COD Ninja Van COD	GHTK  Ninja Van

 

*Notes:

• The payment services supported by SHOPLINE Payments are mainly based on the services that your store has applied for.
• Manual Order now supports selecting the SHOPLINE Payments credit card (paid in full) for product subscriptions. Please note: If the payment for the first subscription cycle fails, the credit card will not be bound, and the payment for the subsequent cycle will not be renewed. Please pause the product subscription and create a new product subscription for the customer.
• The "T-Cat Express to Store" (黑貓快速到店) logistics service is currently not supported.
• The "FamilyMart Frozen Delivery" (全家冷凍) logistics service is currently not supported.

If you are using Bank Transfer as the payment option, select "Show" underneath "Bank Transfer Information" and insert the necessary information to complete the transfer (e.g., bank name, recipient name, account number, etc.). 

 

 

Read more

• How to Create Manual Orders | Social Commerce (2/3)
• How to Create Manual Orders | Social Commerce (3/3)