Draft Orders - Revision history

Admin: /* Share Checkout Link with Customers */

2021-08-17T02:29:36Z

Share Checkout Link with Customers

Admin: /* Steps to Apply Custom Discounts and Shipping Rates */

2021-08-17T02:26:09Z

Steps to Apply Custom Discounts and Shipping Rates

Admin: /* Steps to Apply Custom Discounts and Shipping Rates */

2021-08-17T02:07:20Z

Steps to Apply Custom Discounts and Shipping Rates

Admin: /* Steps to Apply Custom Discounts and Shipping Rates */

2021-08-17T02:03:57Z

Steps to Apply Custom Discounts and Shipping Rates

Admin: /* Steps to Apply Custom Discounts and Shipping */

2021-08-17T02:01:16Z

Steps to Apply Custom Discounts and Shipping

Admin: /* Steps to Add Products */

2021-08-17T01:51:25Z

Steps to Add Products

Admin: /* Steps to Add Products */

2021-08-17T01:49:37Z

Steps to Add Products

Admin: /* Steps to Add a Customer */

2021-08-17T01:44:44Z

Steps to Add a Customer

Admin: /* Steps to Add a Customer */

2021-08-17T01:42:38Z

Steps to Add a Customer

Admin: /* Create a Draft Order */

2021-08-17T01:40:55Z

Create a Draft Order

← Older revision		Revision as of 02:29, 17 August 2021
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	As an additional assistance, you are able to checkout as the customer by clicking on the '''Checkout as Customer''' button, and you can use this to process the checkout with the assistance of the customer to provide the required payment details.		As an additional assistance, you are able to checkout as the customer by clicking on the '''Checkout as Customer''' button, and you can use this to process the checkout with the assistance of the customer to provide the required payment details.
		+	== Managing Draft Orders ==
		+	All Draft Orders can be managed using the Draft Orders page, which lists the status of all draft orders. Orders can be filtered and sorted, and you can use the list to open and close orders in bulk.
		+
		+	The list shows orders with status indicates to show orders which have been sent, which draft orders have been paid and converted into standard orders, and which orders are still being processed.

← Older revision		Revision as of 02:26, 17 August 2021
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	# If ''Custom Rate'' is chosen, provide a rate description and value.		# If ''Custom Rate'' is chosen, provide a rate description and value.
	# Click '''Add Shipping''' to save the shipping rate for the draft order.		# Click '''Add Shipping''' to save the shipping rate for the draft order.
		+	=== Share Checkout Link with Customers ===
		+	You can share a link to the checkout page for a draft order so that the customer can enter billing information, select a shipping method and choose the payment method. All standard payment methods are available to process the order in exactly the same way as orders submitted from the shopping cart. After the customer completes the checkout process using this link, the draft order becomes an order and is available on the Orders page.
		+
		+	# Make sure you have an open Draft Order, either by clicking on '''Create Draft Order''', or by selecting the draft order from the list of Draft Orders.
		+	# Ensure that your order is complete and that the correct customer has been associated with the draft order.
		+	# Click on the '''Send Invoice''' button.
		+	# Confirm the email addresse is correct for the recipient and that all the required addresses are being copied.
		+	# You may add a custom message that overrides the default text provided by the Draft Order email template.
		+	# Click '''Send Invoice''' to send the email.
		+
		+	The customer should then receive a copy of the email which includes a clickable link that they can use to proceed directly to the checkout page for their order.
		+
		+	If, for any reason, they do not receive the email, the email link can be resent by clicking the '''Resend Invoice''' button which appears after the initial invoice is sent.
		+
		+	As an additional assistance, you are able to checkout as the customer by clicking on the '''Checkout as Customer''' button, and you can use this to process the checkout with the assistance of the customer to provide the required payment details.

@@ Line 85: / Line 85: @@
 <gallery widths="200px" heights="200px" class="right">
 Image:DraftOrder7.png|Adding Discounts and Shipping
 </gallery>
 Custom Discounts and Shipping Rates are optional. If you provide a custom rate, this will override any discounts or shipping rates that are calculated as part of the Checkout process.

← Older revision		Revision as of 02:03, 17 August 2021
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	=== Steps to Apply Custom Discounts and Shipping Rates ===		=== Steps to Apply Custom Discounts and Shipping Rates ===
		+	<gallery widths="200px" heights="200px" class="right">
		+	Image:DraftOrder7.png\|Adding Discounts and Shipping
		+	</gallery>
	Custom Discounts and Shipping Rates are optional. If you provide a custom rate, this will override any discounts or shipping rates that are calculated as part of the Checkout process.		Custom Discounts and Shipping Rates are optional. If you provide a custom rate, this will override any discounts or shipping rates that are calculated as part of the Checkout process.

← Older revision		Revision as of 02:01, 17 August 2021
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	# The item can be removed from the draft order by clicking on the '''X''' button at the end of the item's line.		# The item can be removed from the draft order by clicking on the '''X''' button at the end of the item's line.

−	=== Steps to Apply Custom Discounts and Shipping ===	+	=== Steps to Apply Custom Discounts and Shipping Rates ===
		+	Custom Discounts and Shipping Rates are optional. If you provide a custom rate, this will override any discounts or shipping rates that are calculated as part of the Checkout process.
		+
		+	Do not provide a custom discount or shipping rate if you want the standard checkout discounts or shipping rates to apply.
		+
		+	# Make sure you have an open Draft Order, either by clicking on '''Create Draft Order''', or by selecting the draft order from the list of Draft Orders.
		+	# Click '''Add Custom Discount''' to add a custom discount for the draft order.
		+	# Choose either ''Amount'' or ''Percentage'' as the Discount Type.
		+	# Add the discount amount or percentage as required.
		+	# Click '''Add Discount''' to save the discount for the draft order.
		+	# Click '''Add Custom Shipping''' to add a custom shipping rate for the draft order.
		+	# Choose either ''Free Shipping'' or ''Custom Rate'' as the type of shipping rate required.
		+	# If ''Custom Rate'' is chosen, provide a rate description and value.
		+	# Click '''Add Shipping''' to save the shipping rate for the draft order.

@@ Line 63: / Line 63: @@
 <gallery widths="200px" heights="200px" class="right">
 Image:DraftOrder5.png|Product Options
 </gallery>
 # Make sure you have an open Draft Order, either by clicking on '''Create Draft Order''', or by selecting the draft order from the list of Draft Orders.

@@ Line 48: / Line 48: @@
 #** You can return to any order from the list of Draft Orders by clicking on '''Draft Orders''', and then selecting the required draft order.
 === Steps to Add a Customer ===
 # Choose the Customer for the Draft Order. Click on '''Add Customer'''.
 # Search for the customer using the search drop-down, or add a new customer by providing a name and email address.

@@ Line 16: / Line 16: @@
 == Create a Draft Order ==
 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 confirm and pay for their order.
@@ Line 33: / Line 29: @@
 * Custom Shipping Rates which can include free shipping.
 === Steps to Create a Draft Order ===
 # From your Spiffy Stores Toolbox, go to Orders.
 # Click '''Create Draft Order'''.