Social Commerce|How to Create Manual Orders

SC.png

Merchants that receive customer requests from offline and third-party channels (e.g., phone or Zalo) can now create an order manually using SHOPLINE's Manual Order feature.

With this feature, you can send out order confirmation links for payment via WhatsApp or email. Alternatively, merchants can copy and paste the order confirmation link to send it using the channel of their choice.

In SHOPLINE Admin > [Social Commerce], there are also other social commerce features such as SHOPLINE Live, Message Center, and Chatbot Store. For more information on SHOPLINE's Social Commerce features, please refer to: Social Commerce - Convert your followers.

This article will cover the following: 

*Note: 

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. How to create a manual order 

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

Screen_Shot_2022-08-22_at_2.54.59_PM.png

 

Step 1: Enter the customer's information

A. For new customers, enter the customer's phone number, name, and email address. 
*Note: 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 new member in manual order. For more information, please refer to the following article.

2.png

B. For existing customers, you can search for them by phone number and find them in the dropdown menu. 

1.png

C. 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.

*Note: 

  • 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 

merge.png

 

Step 2: Add products to the cart 

A. 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.

*Note 

  • Enter a product's name into the search bar to find products quickly. 
  • If a product has multiple variants, you can click on the dropdown menu to view and select specific variants. 

2.png

In addition to products, you can also add gifts to a customer's cart using the "Select Gift" tab. 

freegift.png

 

B. 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 setup, click Add to Cart.

customproductupdate.png


[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 our Online Merchant Success Team. 

Screen_Shot_2022-09-05_at_9.33.54_AM.png

 

Step 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. 

5.jpg

 

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

payment_logistics.png

*Note: The payment services supported by SHOPLINE Payments are mainly based on the services that your store has applied for.

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

Note: Only one image file can be uploaded. 

Screen_Shot_2021-08-30_at_2.22.10_PM.png

 

Step 4. 

Merchants can add custom order labels by entering them into the "Order label" field.

orderlabel.png

 

Merchants can also click on Select label to select labels/tags from a list of labels used previously. 

*Note: 

  • 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.

orderlabel2.png

 

Step 5. 

Merchants can attach a note to the order by entering it into the "Order Remarks" field. 

*Note: 

  • Customers will be able to see remarks entered into this field. 
  • Remarks are limited to a maximum of 200 characters (including spaces).

orderremarks.png

 

Step 6. 

A. 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.

Screen_Shot_2022-08-18_at_4.56.39_PM.png

In the "Add Products" section, it will display the applied promotion.

Screen_Shot_2022-08-18_at_4.57.10_PM.png

 

B. Apply Store Credits

If merchants enable the "Online Store Credits Setting," and customers have available store credits balance, the "apply store credits" will appear under the Order Summary section.

The system will follow the "apply credit conditions" set in the Admin > [Customer Management] > [Store Credits].

  • Apply credit condition: If merchants set the scenario to orders over $1000, a notification message will appear for orders below the set amount.Screen_Shot_2022-08-18_at_5.03.15_PM.png
  • Maximum amount of credits applied: If the maximum amount is set to $50, a prompt message will appear for any exceeding amounts entered.Screen_Shot_2022-08-18_at_5.00.31_PM.png
  • Allow customer to determine applied amount: Only applicable if merchants enable this setting.
    Screen_Shot_2022-08-18_at_6.07.17_PM.png

 

C. 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.

Screen_Shot_2021-09-27_at_3.02.48_PM.png

 

If merchants have switched on "All products include tax", the tax included in the payment amount will also be shown.

Screen_Shot_2021-09-27_at_3.01.18_PM.png

For detailed instructions on taxes setting, please refer to:


D. Add Discount

You can click Add Discount and input any custom discount amount. Merchants can also change the name of the custom discount. 

Screen_Shot_2021-06-12_at_7.35.23_PM.png

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 the store will not be allowed to add any more discounts.

Screen_Shot_2021-08-30_at_2.39.28_PM.png

*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.

permissions2.png


E. Apply Discount Coupon

You can click the Coupon code button and enter the coupon code, then click Apply to apply a discount for your customer. 

Screen_Shot_2022-09-27_at_9.14.46_AM.png

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 maximum limit of use
  • The current order does not might the minimum requirement for coupon code 
  • The current order does not contain any products applicable to this coupon code

Screen_Shot_2022-09-27_at_9.15.22_AM.png

Once the coupon code has been successfully applied, the related information will be displayed in the order summary. 

Screen_Shot_2022-09-27_at_9.16.44_AM.png

 

Step 7

Select channel to send 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 that 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 share to your customers separately, you may select "None".

Screen_Shot_2021-08-30_at_2.42.48_PM.png

 

After checking all the details are correct, click Create Order.  

Screen_Shot_2021-08-30_at_2.44.43_PM.png

 

*Note: If the "Create Order" button does not appear, in SHOPLINE Admin go to [Settings] > [Permission & Security]. Click on the Edit button for staff, and go to the "Message Center" tab. Make sure the "Send Message" box is checked off. Once you have checked off this box, click on Update in the bottom right-hand corner. 

messagecenterpermissions.png

 

If merchants decide to send a confirmation link using WhatApp, 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. 

Screen_Shot_2022-08-22_at_6.27.57_PM.png

Once you have successfully created 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. 

mceclip15.png

 

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. 

Screen_Shot_2021-08-30_at_2.49.13_PM.png

 

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.  

Screen_Shot_2021-08-30_at_2.49.57_PM.png

 

2. How to complete payment & track an order  

1. Send order confirmation link via email and select cash on delivery

If you have sent the order confirmation via email and have chosen Cash on delivery as the payment option, the customer will receive a message as illustrated below. Customers can view details of their order, including tracking an order's status, by clicking on the View Order Details button in the email.

mceclip16.png

 

Clicking on View Order Details will bring the customer to the order confirmation page. In addition to order details and recipient and payment information, customers can also see the current status of their order at the top of the page.  

mceclip17.png

 

How to upload proof of payment for bank transfers

Step 1: Once customers complete bank transfers, click "upload a proof of payment" to upload the transfer proof. 

Screen_Shot_2022-08-22_at_4.04.19_PM.png

 

Step 2: Once the proof of payment is uploaded, the payment status will be updated to "Proof of payment uploaded. Pending confirmation from shop owner."

Screen_Shot_2022-08-22_at_3.58.46_PM.png

 

Step 3: Merchants can go to Admin > [Orders] to confirm whether the customer has completed the payment, and update the order payment status. 

Screen_Shot_2022-08-22_at_4.00.06_PM.png

 

Once the order payment status is updated to "Paid," the order confirmation page will be updated to the latest status.

Screen_Shot_2022-08-22_at_4.01.02_PM.png

 

 

Read More

 

 

 

 

 

Have more questions? Submit a request

Comments