Creating an Order
For registered customers who need assistance, you can create an entire order directly from the Admin. The Create New Order form includes all the information that is needed to complete the normal checkout processThe process of gathering the payment and shipping information that is necessary to complete the purchase of items in the shopping cart. In the final step, the customer reviews and places the order., with activity summaries from the customer’s account dashboard.
Create New Order
To create a new order:
On the Admin sidebar, tap Customers.
Find the customer in the grid. Then in the Action column, click Edit.
In the workspace header, tap Create Order.
If your store has multiple views, choose the store view where the order is to be placed. .
To add products from the Customer’s Activities, mark the checkbox of each product in the panel on the left. Then, scroll down and tap Update Changes . The item appears in the order form.
Add to Cart
To add products from the catalog, tap Add Products. Then, do the following:
In the grid, mark the checkbox of each product to be added to the cart, and enter the Qty to be purchased.
If the product has multiple options, tap Configure. Complete the options as needed, and tap OK. Then, click the Add Selected Product(s) to Order link to update the cart.
To override the price of an item, mark the Custom Price checkbox. Then, enter the new price in the box below. To update the cart totals, tap Update Items and Quantities.
Complete the following sections as needed for the order:
- Apply Coupon Codes
- Payment Method
- Shipping Method
- Order Comments
When complete, tap Submit Order. A confirmation is sent to the customer, and the customer can view the order details from their account.
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