Place a New Order in the Backoffice
Description: Learn how to place an order with a new or existing customer account by using the Backoffice app.
Things We Cover:
- Placing an Order in the Backoffice
- Making Customer Accounts
- Adding Items to an Order
- Adding Shipping Address
- Choosing Shipping Method
- Adding Billing Info
To place an order in the Application, go to Orders then New Order
Search for or Create a Customer Account by entering an Email Address, First Name, and Last Name then click New Order
When the Order Details screen pop up, find and click the Add Item button
Use the various search and filters to find the products you want to add to the order then click Continue then Save & Close.
Hit New inside Shipping Address section, fill out the Shipping Info and click Save.
Click on the Select Shipping Method dropdown inside Shipping Method section and choose one.
Choose Charge Type (e.g. Credit Card)
Fill out the info and click Ok
Charge and Save
Click Authorize for authorization only or Charge to charge the card immediately. Process it. Save the order by clicking Save & Close button.