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
1

Orders

To place an order in the Application, go to Orders then New Order

2

New

Search for or Create a Customer Account by entering an Email Address, First Name, and Last Name then click New Order

3

Items

When the Order Details screen pop up, find and click the Add Item button

4

Search

Use the various search and filters to find the products you want to add to the order then click Continue then Save & Close.

5

Shipping Address

Hit New inside Shipping Address section, fill out the Shipping Info and click Save.

6

Shipping Rate

Click on the Select Shipping Method dropdown inside Shipping Method section and choose one.

7

Billing Info

Choose Charge Type (e.g. Credit Card)

Fill out the info and click Ok

8

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.

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