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 process, with activity summaries from the customer’s account dashboard.
Create New Order
Step 1: Create a new order
On the Admin sidebar, click Customers.
Find the customer in the grid.
In the Action column, click Edit.
In the workspace header, click Create Order.
You can also create a new order in the Order workspace by clicking Create New Order.
Step 2: Add products
If your store has multiple views, choose the store view where the order is to be placed.
Add products from the Customer’s Activities sidebar
You can transfer items to the cart from a customer’s wish list, as well as recently viewed, compared, or ordered items.
Expand one of the following sections:
- Wish List
- Last Ordered Items
- Products in Comparison List
- Recently Compared Products
- Recently Viewed Products
Select the checkbox of each product in the left panel.
Scroll down and click Update Changes.
The item appears in the order form.
Add to Cart
Add products from the catalog
Click Add Products.
In the grid, select the checkbox of each product to be added to the cart and enter the Qty to be purchased.
Configure available product options:
Complete the options as needed.
Click Add Selected Product(s) to Order to update the cart.
If a product is configured for gift options, set the options as needed.
Override the price of an item if necessary:
Select the Custom Price checkbox and enter the new price in the box below.
To update the cart totals, click Update Items and Quantities.
Complete the following sections as needed for the order:
- Order Currency
- Apply Coupon Codes / Gift Card Code
- Payment Method
- Shipping Method
- Order Comments
See the Payment Services Guide for more information about payment methods to support this functionality when the Payment Services extension is installed and configured.
Step 3: Submit the order
Click Submit Order.
A confirmation is sent to the customer and the customer can view the order details from their account.