Add New/Offline Order

this section allows you to add a new order on behalf of any of your customers you can also import bulk orders at once using the import orders button there is also a '+add customer' shortcut available in this section this button will lead you to the add customer page, where you can add a customer how to add order? the first and foremost step in adding an order is selecting customers 1\ select customer in the 'search by name & email' textbox, enter the initial letters of the customer's name or email this will show you the list of all possible customers select the customer and the customer details, with their shipping address and billing address will be displayed review the details and click on the next button 2\ choose product for adding products in the offline order, the admin has the flexibility to add a product from the existing product list, add a custom product, or select a configurable product existing product when you select the existing product option, you will see a quick link to the online calculator from where you can select the product specifications the rest of the fields will be auto filled based on it upload the customer's artwork file and continue to the shipping and payment details configurable product with this option, the admin will select a product that already includes built in pricing logic they can then enter the required dimensions, specify the quantity, and choose from a range of pre configured product options, such as material type, coating, or finishing when there are options rules configured, the admin can validate the same using the validate rules button if there are rules available, the admin can choose to apply or revert the rules based on the requirement based on these selections, the system automatically calculates the price and displays a real time price summary custom product select this option if the order pertains to products other than your existing products fill in the details and save changes to continue to the shipping and payment details on selection of a product from the dropdown, the price calculator block will automatically pop up it will contain all the additional options with input type – dropdown, checkbox, radio button, a textbox with/without multiplication added for the product on the selection of additional options, the system will lock elements such as title size, quantity, and options i e not allow to change them manually admin will again have to open the price calculator to make the changes other elements such as – additional information, price, weight, days, upload artwork, and sku will be kept open note for custom product, the add more will be visible from where you can upload as many as required filed for the product while placing the order there will be a stock calculation for offline orders, the same as online ones admin will find a dropdown of order product status, thus allowing admin to choose the status as per their requirements or prior discussions rather than settling with the default status the customer will also be able to reorder offline orders even after the expiration of the reordering offline order days for existing order products you can add more products to the same order or proceed further by clicking on save & continue button 3\ payment & shipping this step summarizes the shipping details, payment details, order amount, cart products, shipping and billing address shipping & payment details in this step, define the shipping & payment details shipping method this will list all the shipping methods enabled by you on your web store payment method select the payment method to complete the payment of this order payment action based on the payment method selected, the admin can choose to take the action pay later the order will be placed, and the customer can make the payment later with the selected payment method pay now this method is associated with online payment methods only once selected and on order confirmation, the admin will be redirected to the payment gateway to complete the payment mark as paid when the order is prepaid, the admin can mark the payment status as paid while placing the offline order payment request when selected, the payment request will be generated for the order amount, and the customer will be able to view and complete the payment from their orders section under the payment request tab comments this field allows admins to add time stamped notes for internal communication and order related instructions po number this field allows admins to record the customer’s purchase order reference for tracking and billing purposes notify this will send the admin/customer an email informing them about the order placed order amount check the order amount enter coupon amount, shipping amount, tax amount if any cart details products added to the cart will be displayed under the cart product section, along with key actions such as edit , duplicate , and delete the product price is also shown for each product, helping admin review and manage their selections easily if order files have been uploaded, a design preview will also be available, giving users a quick visual confirmation before proceeding to checkout how to add bulk orders? this is a 6 step procedure to import bulk orders into your system orders with/without template personalization can be imported this feature is an add on plugin 1\ download file download the sample excel file click on the download file button and download the file 2\ fill up data & help with the 'help' provided in step 2 fill up the data in the excel sheet now there are two ways in which you can add order with template reference and without template reference without template personalization if you do not want to associate any order with a template created then keep this option blank with the successful import of these orders, each order will be created in the system without any kind of template attached to it with template personalization if you want to associate a template with any order then enter the template title in the 'template title' column of the excel sheet with the successful import of these orders, each order will have a personalized template based on the input feed note template personalization will be available only for pdf block templates 3\ upload file upload file to upload the file you will have to select the user type, order import type, order status, etc user type this block will list down all the customers' type available onto your system this will include a 'default store option' and all the stores listed (if any) into your system order import type select the 'with template reference' if you have added a template title into the excel file, else choose custom order shipping method (will appear after the selection of user type) select the shipping method that you want to assign to the orders payment method (will appear after the selection of user type) select the payment method type to complete the order save the template in a customer's portfolio (will not appear if order import type is custom order ) this will save the template into the customer's portfolio order status select a common status that you want to assign to orders in the excel sheet notify enable the toggle if you are willing to notify the customer(s) about the placed order(s) upload file after making all the choices upload the filled excel file 4\ map database field using this step map your database field with the excel file columns 5\ imported data summary get the imported data summary this screen will show you all the correct and invalid data from the excel sheet 6\ orders preview this will give the 'order preview' with the order details this will include customer details, product details, shipping address, billing address, and pricing details finally, import the order using two step verification the system will redirect you to the 'list orders' page where you can check all your imported orders