How to place an order & the New Order page
- Susanna Romanelli (Unlicensed)
What is the Place Order | New Order page for?
The Place Order page is where users can create an order, for example, for a customer that is on the phone.
The user just needs to fill each section, of the page, with the customer’s details and click on the Place Order button, located on the right side of the page.
New Order section
In this section, the user needs to set four fields (see the below image)
Campaign: users need to select the correct campaign, which will then allow selecting the product requested by the customer. By typing on the field, the first three letters on a scroll-down menu several campaigns will be displayed
Country: Select the country of the customer’s shipping address
Behaviour: there are two types of order behaviors Test and Real. Therefore, unless users are testing a campaign, they should be always selected the option Real.
Coupon Code: add the coupon code if available
Products section
In this section, the user needs to choose:
The type of product, to be picked within the drop-down list provided. The list of products is enabled ONLY after the user has selected the Campaign on the Order Information section (see the below example)
The type of Shipping and Handling fees that are going to be applied to the order
and then click on the Add button on the right side of the S&H field
and the product will appear on the page as per the below example:
Warranty section
Select from the field if the user would like the 10% Warranty or not
Customer Information section
In this section, it needs to be added the customer email address.
Please note that if the customer has already placed an order with the company using the email provided, the Shipping and Billing address sections below will be automatically filled.
For example, by clicking on the Select Address field in the shipping address section, will be displayed all customer’s shipping addresses previously used that the user can choose from (see below example)
Shipping Address section
The user needs to fill in all the below customers' shipping address information
Billing Address section
By default, the Billing Address is the same as the Shipping Address.
By switching OFF the toggle Same as shipping address, the user can manually fill in all the customer billing information
Payment Information section
In this section, the user needs to fill up all the customer’s Credit Card details, such as:
Please note that PayPal is not a payment provider that can be used to place orders on the phone on the New Order page, but ONLY the four types visible on the UI are supported
and ultimately, click on the Place Order green
The order will be generated, and the user will be redirected to the Orders page, where he can find the order number and access the order page.
Allow check and cash
If the Campaign Manager has set to ON the toggle Allow check and cash in the Campaign Setting, the campaign will allow placing new orders by paying with check or on cash.
Consequently, on the New Order page, if the user selects, at the top of the page, one of these campaigns
the system will enable, in the Payment section, the options to pay by checks or cash
If the customer pays by check, then the information to be filled in is the below:
otherwise, if the customer wants to pay in cash, this is the information to be included:
and ultimately, click on the Place Order button
The order will be generated, and the user will be redirected to the Orders page, where he can find the order number and access the order page.
Orders paid in Cash or Checks
For orders paid in cash or checks, the only difference is on the Payment History, for example, the below order:
by clicking on the View Details actions button on the right side of this section
more payment details will be available, also informing the user that the order was paid by cash or checks
Please note that the refunds cannot be done via CRM in such cases.