Orders can be added manually either by going to Orders & Shipping > New Orders or by clicking +Add Order at the bottom of the Orders page:
Orders & Shipping > New Orders
+Add Order
Either of these options will lead the user to a page similar to the following:
The following are sections of the page that can have data added to it:
- General
- Product Info
- Shipment Info
- Customer Info
- Internal Notes
Clicking on any of these in the left side panel will jump the user to that section of the page.
General Info
Fields that can be filled in this section are as follows:
- Channel
- Order Number
- Status
- Total Cost
- Total Item Cost
- Total Shipping Cost
- Discount Amount
- Discount Code
Product Info
The Product Info looks like the following:
Clicking +Add Items will lead to a modal allowing the user to search for products and add the quantity:
Shipment Info
Clicking +Add Shipment will open a modal allowing user to input and select for the following fields then create a Shipping Label:
Shipment Details fields:
- Carrier
- Service
- Package
- Date
- Weight + Unit
- Reference Note
- Dimensions (Length, Width and Height + Unit)
Address Info
Ship From/Ship To all have similar fields to fill in:
- Company
- Name
- Phone
- Street 1
- Street 2
- City
- State/Province
- Postal Code
- Country
There is option to "Mark Order as Shipped" before clicking "Create Shipment Label":
The following shows the process of adding a shipment and filling out the fields:
Customer Info
This section includes allows the user to input or edit customer info:
Following fields are included to be filled in:
Identity fields:
- Storefront Account
- Email Customer (check box)
Billing/Shipping
These sections both have similar fields to fill in:
- Company
- First Name
- Last Name
- Phone
- Street 1
- Street 2
- City
- State/Province
- Postal Code
- Country (dropdown)
Internal Notes
The last section of the Order Page is for Internal Notes to be added that are not seen by the buyer. Multiple notes can be added but only one at a time:
When all information is filled in, the "+Add" button at the bottom right of the screen can be clicked:
