You can create orders on customers' behalf if they contact you (e.g., by phone) and want to purchase from your online store.
Creating an order
You can create an order by following these steps:
Go to Sales > Orders.
Click New cart.
Fill in the customer's details by clicking the Edit link in the customer section.
Next, you can add the products, the payment method, and the shipping method by clicking the Edit button.
Confirming the order
If your Finqu subscription includes the Cart sender feature, you can send the shopping cart to the customer by clicking the Send cart button. Then the customer will receive an email with instructions on how to confirm the order.
When you send the shopping cart, you can choose whether the customer is redirected to the store or the checkout page. Redirecting to the store means that the customer can still change the order contents (e.g., change/add new products). If you redirect the customer to the checkout page, they cannot edit the order themselves.
When the order is ready to be confirmed, there are two options, depending on the situation:
- If you send the order to the customer's email, the customer can confirm the order on the online store's checkout page.
- If you don't send the shopping cart to the customer, you can confirm the order by clicking the Place order button.