You can create orders for your customers and send them invoices from the omniCommerce. The orders that you create on behalf of your customers are in a draft status until you send them. Draft orders are similar to the orders that your customers create for themselves. A draft order is converted to a completed order when you accept payment for it.
Draft orders can contain the following information:
- one or more products
- discounts on individual items or the entire order
- shipping rates
- applicable taxes
- a customer
- payment information or instructions
- shipping information or instructions
- preview of an invoice
Draft orders are useful when you need to do the following tasks:
- Accept payment for an order that you make over the phone, in person, or elsewhere. When you accept payment for your draft order, an order is created for it on the orders list.
- Send invoices to customers to pay with a secure checkout link.
- Use custom items to represent additional costs or products that aren't displayed in your inventory.
- Manually re-create mistaken orders from any of your active sales channels.
- Sell products at discount or wholesale rates.
- Take pre-orders.
- Save the orders as a draft and resume working on it later. If you save your order as a draft, then you can update it later from the orders list page.
Note: You can't edit an order after it is send to a customer for payment or set paid. You need to revert back into the Draft status to update the order and resend it to a customer.
You can create a draft order on behalf of your customer and then send them an invoice for the order. By default, the invoice contains a link to a checkout, where your customer can pay for their order.
- To create a new order navigate to omniCommerce \ Manage Orders \ Orders and click Create from an action menu at the top right corner. A new draft order is created. Next you might want add products to the order, customize the order: add a customer, apply discounts, turn taxes on or off, add note
When done, you can do one of the following actions:
- Email an invoice to the customer. By default, the invoice contains a link to a checkout that your customer can use to pay for the order.
- Accept payment from the customer.
- Save the order as a draft so that you can update it later from the orders list page.
First select an existing customer. If Customer does not exist, click Pick and click Create to create a new customer as you go.
Configure Order Details
- Order id is generated for you. You can always override it.
- Order date is set by default to a current date. Feel free to change it.
- Select Billing and Shipping Address if any. Select an existing Billing or Shipping address. Address is optional. Select Create new address to add a new address as you go. If you are shipping your order, you want to select shipping address. If you do not know customer billing address, not a problem, customer will have an option to complete it at the checkout.
- Click Create to create an order.
Note: at any time you can switch to Invoice section to preview the up to date invoice. At the top of the order, you will see order summary as you progress adding products, applying pricing rules and promotion rules.
Order Products and Discounts
Navigate to Items section to select products, pricing rules, promotion rules, apply credits and debits.
- Click Select Product from action drop down to add a new product to the order.
- For every product order line item, you can apply specific Pricing Rule. Click Add Pricing and select desired product Pricing Rule. Learn more about Pricing Rules.
- For every product order line item, you can add one or more promotions associated with that product. Click Add Promotion and selected desired product Promotion Rule. Learn more about Promotion Rules.
- To add catalog wide promotion, click Select Promotion and select desired promotion which is not associated with any specific product. It will be applied to the entire order.
- Edit any of the fields available on an order line item like, Quantity, Amount, Points, Percentage and click Update. The order totals will be recalculated and updated.
- If Order has a billing cycle associated with it, you can override default Billing Cycles by entering a new value.
Navigate to Order Details section to put any order details in any format. You can use this section to store order related information in json or xml format.
If the current order requires shipping, then you can choose a preset shipping rate or create a custom rate. Navigate to Shipping section to configure order shipping.
Note: this section will be hidden if there is no shipping address.
Tip: to use a location-based shipping rate, you first need to add a customer and a shipping address to your order. After you've added a customer, you can choose from the shipping rates you've created on your store's shipping settings.
- Enter weight or package dimensions.
- If you have shipping rates configured, click Find to load shipping rates.
- You can enter shipping method and price manually and click Update.
Navigate to Payment section to configure payment options and order notes.
If you create a draft order for a customer, then you can share a link to the checkout page for the order so that the customer can enter billing information, select a shipping method, and submit payment.
After the customer completes the checkout process using the link, the draft order becomes a completed order in the Orders list and is automatically marked as Paid.
You can also take a customer credit card and complete a payment right away.
- Select customer Consent if any.
- Enter purchase order number if any.
- Customize customer notes on the order. You can choose from a predefined template.
- Customer order terms. You can choose from a predefined template.
- Select Payment terms. If you want to collect a payment right away, select Payment method on file and choose account for a payment. Otherwise, you can send customer an invoice. Select Payment term that meets your invoicing needs and click Send Invoice.
If you provided a customer shipping address, you can pre create shipping packages. You can also save this step when order is paid. Learn more about working with sipping packages.
You can always preview a customer invoice by navigating to Invoice section.
If there are any transactions on your order, like payments or refund, you can navigate to Transactions section.
Use option drop down next to a transaction to see details or refund a payment.
If you manage you product inventory, you can use Inventory History section to see an affect this order does on your inventory levels. To track product inventory, make sure you configure inventory levels on your individual products.