Place New Order

This article will cover how to create an order in the admin

Placing a New Order in the Admin

Placing a New Order in the Admin

To place an order in the admin: Orders And Shipping > Place New Order. The following fields will be displayed:

  1. If user already exists, start typing their name and user will appear
  2. If user does not exist, create a new user 

Shipping/Billing

Shipping/Billing

Shows shipping and billing address

Address Book (For Existing Customers)

Address Book (For Existing Customers)

For an existing customer who has multiple ship to addresses, you will have the option to choose an address from their address book. This option will need to be enabled in the admin under: Config > User Forms And Settings > Addresses Options: Show Address Book on Place New Order Page.

Once enabled, after you select the user, a Toggle Address Book button shows up between the user and the addresses. If you click on it, it will bring up the address book as shown in the image above.

Selecting Products

Search for and add items

Line Items

Added items show up here. You can update the quantity and add line item notes.

  1. Select the shipping method.
  2. Add promo codes.
  3. What Payment Method to use
  4. Any special customer instructions.
  5. Shows order history.

Order Totals

Order Totals

The order total window is on the right hand side of the screen and is where the "Place Order" button is located.

Supporting Documentation

For a more detailed description of the functionality of the features found in this section of the admin as well as the definitions for the terminology used, please visit the following link(s):