When you are speaking with customers on the phone, you can create new orders for them through the Customer Service tool. Look below to the flowchart for an overview of the process.
Overview of Phone Order Workflow
Create New Phone Orders
- Go to Customer Service > Search.
- Look up the customer for whom you would like to create an order.
- In the customer’s profile, under the Orders tab, press the [New Phone Order] button.
- On the Order screen, enter a Billing Address. You can either:
- Press the Address Book icon to enter a previously saved address; OR
- Press the [+] button to enter a new address.
- Enter a Shipping Address. You can either:
- Check the Ship to billing address box;
- Press the [Address Book] icon to enter a previously saved address; OR
- Press the [+] button to enter a new address.
- You can modify the Cancel Date. By default, the date will be set to 10 days after the order is created.
- In the box beneath the Cancel Date, you can enter any tags associated with the order.
- If needed, you can add any special notes about the order.
Add Items to Orders
- In the Items pane, press the [Add Item] button.
- In the Product Search window, search for the item. Select the item from the results.
- You can use the attribute filters on the left to help refine your search.
- After the item appears on the Items pane, you can modify these by clicking into them:
- Quantity
- Price
- Discount
- Unit Tax
- Repeat steps 1-3 until all desired items have been added.
Accept Payment and Submit the Order
- Select the shipping Service to be used.
- If the customer has any available store credit, press the [Apply Store Credit] button to apply it to the order.
- In the Payment tab, you may enter payment via Credit Card, Cash, or Trade Credit by selecting the corresponding tab.
- For more info, read the help article, “Accept Payments for Phone Orders and POS Orders via Web App”.
- When finished, press the [Push Order] button.
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