Creating a New Order from the Backend

Article Number: 138 | Rating: Unrated | Last Updated: Fri, Sep 28, 2012 at 7:38 AM

Purpose:

To explain how to create a new order from the backend.

Solution:

Go to Sales (horizontal top menu) then Orders.
Click the Create New Order button on the top right of the page to display the Create New Order page.
Select a customer. If you have multiple websites, stores, or store views, select the one to which this order applies. The Create New Order for <customer> page opens.

Note: If the customer does not already exist in your customer records, click Create New Customer on the first Create New Order page. You will need to complete all the address information.
Click the Add Products button on the top right of the page to display the list of products.
Use the check boxes to select the products to be purchased, and click the Add Selected Product(s) to Order button.
TIP: If you selected one of the existing customers, then the left column shows a list of the products that this customer has in his/her cart, wish list, recently ordered, viewed, or compared. To add one of those products to the order, select the required product and click the Update Changes button.
Complete the other mandatory fields of the order. Mandatory fields are marked by an asterisk (*).
You can define many options for the order, such as choosing custom prices for products and applying discount codes.
After you have completed all the required order information, click the Submit Order button to display the order information page.
To confirm payment, click the Invoice button to generate an invoice for your review.
Review the invoice, and if all is well, click the Submit Invoice button at the bottom of the page.
When you are ready to ship the products, click the Ship button to generate a Shipment document.
If applicable, you can add a tracking number received from the shipping service by clicking the Add Tracking Number button. Adding a tracking number enables customers to view the status of their shipment using the shipping carrier's website.
Review the shipment. You can modify the quantity to be shipped if only part of the order is ready. The order status changes to Completed after all its products have been shipped.
Click the Email Copy of Shipment option to automatically send an email to notify the customer that the products were shipped.
Click the Submit Shipment button at the bottom of the page.
Click the Back button to return to the orders page, where you can create additional Orders if needed.