In here, you'll be adding a Sales Order directly in the Magento backend.
- Click on the Create New Order button on top of the screen:
- Next, select a customer from the existing customer list using the filters or create a completely new customer. It isn't possible to do a guest checkout here and create an order for a customer without a customer record in the database:
- Next, you might need to select a store front for your order. This question will appear only if you have more than one store front available in your Magento installation:
- In the next screen, you will start filling all details for your order. Start with selecting an invoice and shipping address for your customer. The default address will already be preselected. You can choose a different one or create a new address on the fly.
- Next, start adding products to your order. There are several ways to do this. For example, you can use the search function by clicking on the Add Products button on top of the page, but there are more options. The left part of the screen shows various areas holding products that this customer has on his/her wishlist, recently viewed and compared products, and products that the customer has bought before. Note that functionality like this will only work if the customer always starts with logging into your store when visiting your website. Unfortunately, this is not always the case. If there are items available on the left part of the screen, you can simply add them by clicking on the checkbox and by clicking on the arrow at the top of every area.
- Once you add your products, you must select a payment method and calculate the shipping costs for your order. Without these, it will not be possible to finalize your order and save it. Note that it's only possible to select payment methods that are available ''offline''. If normally your customers go through a payment solution provider to make the payment, you cannot do that automatically here. So a manual order requires a manual payment process!
- The final step is clicking on the Submit Order button. This will create your order with a Pending status. By default, Magento will e-mail the Order confirmation to your customer. From here on this order can be handled like any other regular sales order:
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