How can I create an order manually on Reactive Retail?

How can I create an order manually on Reactive Retail?

Through the admin panel, besides managing the orders submitted by your customers through your website you can also create manual orders for them. This is mostly useful for businesses who like to accept telephone orders with the use of call center agents.

Learn how admin roles work here. 


Adding a new order

For adding a new order, visit the admin panel and click on Orders from the E-shop menu. 
Click on the Create button from the top right of your orders page. This will automatically create a new draft order. 

Product information

The first step is to add a product. You can enter the SKU code or the product name in order to find a product. The search is real-time and it requires that you type at least 3 characters. Once you find your product click the Add button.

Check the quantity of products you have added to the order.
Click Save to confirm the products you have added.
The product will be automatically assigned to the order. If you need to remove a product from the order, click the trash icon next to the product.
Once you are done with the product information, click Next Step to continue to the next stage of the order process.

Customer Information


Coupon

Through this step, you can apply a discount coupon to the order. 

Enter the coupon code in the special field. To find out more about Coupons and how they work visit our detailed documentation about Coupons.


Customer Details

If you wish to add an existing customer, you can enter the customer's email address in the search field.
In case the customer is not in the system, click on Add Customer and fill out the required fields, including the customer's name, email address, phone number, and any other relevant information.
Once all necessary information is entered, click the Continue button to save your changes.

Shipping & Delivery

Through this step, you can select the shipping method for the selected order. 
You can define Pickup from store or Deliver to my place as the delivery method. Find out more about shipping methods here. 
Then submit your customer's information. 
Feel free to add any order notes for this order. Those will also be shown and sent to your customer in the order confirmation email.
Once you are done, proceed to the next step by clicking the Continue button. 

Shipping method

Through this step, you can select the delivery method for the order. You have to previously define your delivery methods from your settings page (/admin/settings/shipping methods). 

Once you are done, proceed to the next step by clicking the Continue button.


Payment Details


Through this step, you can select the payment method for the order. You have to previously define your payment methods from your settings page (/admin/settings/payment methods). 

Once you are done, proceed to the finalization of the order by clicking the Continue button. 

To finalize the order, click on the top right corner of the screen.

Shipment status & updates

Shipment status. Shipment statuses help you to manage your orders and send status update to your customers. Find out more about shipment status and how they work here.

Tracking number. If you use delivery services that provide tracking, you can assign tracking numbers to corresponding orders and send the automated notification with the tracking number to your customers.

Send status update to your customer. When you update an order status, you can send an email notification with updated order status information to your customers. 


Order actions 

Every order that is submitted by your customers or your call center agents via the admin turns into a "Complete" status. 
Orders that have been completed by your customers using a card payment method cannot be removed from your store due to regulations. 
When an order is complete, the following options are available for further processing and management of the order:
 

Resend Order Confirmation 
Use this option to resend the order confirmation email to the customer. This is helpful if the customer did not receive the initial confirmation email or requests a duplicate for their records.
Mark as Paid
This option is available only for specific payment methods: Cash on Delivery, Card on Delivery, or Bank Transfer. Selecting this will update the order to reflect that the payment has been received.

Mark Delivered 

Once an order has been delivered to your customers, you can mark it as delivered from the admin panel. 

Your sales and orders performance on your Dashboard are calculated based on your delivered orders.
Cancel order
This status indicated that an order has been canceled. For orders that are paid with Cash on Delivery, the cancelation process is instant and does not include any special rules.
However, if your customer has paid using a Card payment method an automatic refund from your payment gateway will be submitted automatically after you cancel the order.
Return Order
Initiate a return for the order with this option. Returns can be processed as per company policy, which might include issuing refunds, replacing items, or exchanging items.

That's it! You have just created your first manual order.


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