HOW TO ADD AN ITEM TO A CUSTOMER ORDER
You have the ability to add an item to a customer’s order through Order Manager. This is great for the instances in which a customer may have forgotten to order any item. Follow the steps below:
- Find the customer order through Order Manager – use the filters to narrow down your search.
- Click SELECT on the customer order.
- You can add any product that was offered on the store to the customer order. Click the Add button (plus sign) next to the word Products in the top left corner.
- You will be brought to a Product Selector containing the products offered on this specific store.
- Scroll to find the product(s) or use the filters and search.
- Click on the product.
- From here, you will be asked to choose the color, size, and quantity for the item (the tax type of the item will be defaulted to whatever it is on the store, but you have the ability to change this here if needed).
- Once you have these fields filled out, click Accept.
- Once you have these fields filled out, click Accept.
- If more products need to be added, follow the same steps above.
- Once all additional products have been added, you will see a positive Net Order Difference, with the amount due from the customer. Click PAYMENT in the top right corner. You will be brought to a screen where you can enter the customer payment information.
- If at any time you want to cancel what you're doing, you can click the RESET button and it will reset the order back to its original state.