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Add an Order manually

How to Add an Order Manually

If you need to add an order for a client yourself (rather than them buying products in your Online Store or booking an appointment themselves etc), you will need to add an order manually.

  • First Go to the FIND menu item and find the client you want to create a new order for.  If the order is for a new client (i.e. not an existing client in your system), you will need to go to the ADD menu item and add the new client first.
  • Once you have done this, click on “Add Client Order” button (top of page to the right) once you are on the client’s My Client page.
  • A blank order will be generated with a Pending Payment status.
  • You can then alter most details here, see how to Edit an Order article for more information.
  • To add items to this Order, click on the Add Items button.
  • You can also Apply a coupon [Ultimate Plan] if you wish to assign a discount to this order (for example, free shipping etc).
  • TO COMPLETE YOUR ODER, CLICK “UPDATE” UNDER THE ORDERS ACTIONS PANEL

Note, because you have created this order manually, payment will need to be made by the client.  To arrange payment, do the following:

  • Click on the Orders Actions panel, and select Email Invoice/Order Confirmation together with the “>” icon button
  • This will send an email to the client, with instructions on how to pay for the order.  Essentially, it will take them to your Online Store’s checkout page, and they can complete payment.
  • NOTE: The customer will need to LOGIN to pay.  To do so they will need to know their USERNAME and PASSWORD.  If the client doesn’t know their login details, you can go to FIND menu item, find the client, go to the client’s My Client page.  Their Username for login is that the bottom of the first tab, you can let them know what that is.  If they are a new client and do not know their password (say, you manually created the client, so they never set up a password), you will need to click the “SEND THEIR USERNAME & PASSWORD RESET EMAIL”  button.  This will send the client an email where they will be told their username, and an option to create a new password.  There is also an option to “CREATE A NEW PASSWORD” for the client, where you can manually create a password for them if you wish.  If you use this method, we would recommend not emailing them the new password (for security reasons), instead call them, and let them know over the phone.
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