Commerce > Orders > Creating an order

Episerver Commerce iconCreating an order

While customers create the majority of orders on the front-end in an online store, you may sometimes need to manually create an order from Commerce Manager.

You can create orders from within Order Management or directly for a Contact in Customer Management. The order management option is the fastest and most common way, providing more order alternatives. The Customer Management system, while a bit slower, lets you to double-check a customer's information before beginning an order.

When you create an order, it appears in the Purchase Orders list with an order status of In Progress.

Creating an order from order list

  1. Go to Order Management > Purchase Orders.
  2. Click New Order. A dialog box appears.
  3. Select the Site and Customer to which the new order applies. Select Customer > More if your customer is not listed.
  4. Click OK. The basic order information appears.
  5. Fill out the purchase order and click Apply.
  6. Click New Item to add items from the site catalogCommerce: a top-level container for catalog entries such as categories, products, and variants (SKUs). to the purchase order. A dialog box appears so you can select items from a site catalog.
  7. Search for items by entering search terms into the search field and clicking Find. To sort search results, select the column header.

    Use the following fields to refine search results.

  8. Select an item from the list and click Configure Selected Entry. The New Line Item dialog appears.
  9. Click Add item to the order. The item appears on the Purchase Order form.
  10. Enter a Billing and a Shipping Address. You can select the contact's existing address.
    • Select Add to customer's address book if you want to save the address with the contact.
    • If the Shipping Address is the same as the Billing Address, click Same as Billing Address. The Shipping Address form is populated with the Billing Address information.
  11. Select the order's Shipping Method. Select Recalculate to generate and display the cost summary.
  12. Click OK to save the order.

Creating an order within a contact

  1. Go to Customer Management > Contacts. Select a contact. Its details appear.
  2. Click New Order. The New Order dialog box appears.
  3. Select the site where you want to apply the order and click OK. The Purchase Order New form appears, prompting you to enter order information.
  4. Follow the steps in Creating an order from order list to complete the order.
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Episerver User Guide 17-1 | Released: 2017-02-07 | © Episerver 2017 | Send feedback to us