You are here: Commerce Manager > Order Management > Order Workflow > Creating an Order

Creating an Order

Option 1: Creating an Order Within a Contact

Go to Customer Management > Contacts and create or click on an existing contact. The contact details appear.
Click on New Order.
The New Order pop-up window appears. Select the site to apply the order to and click OK. The Purchase Order New form appears, allowing users to enter basic information about the order.

Filling Out the New Purchase Order

1. Enter basic order information.

Field	Description
Customer	This is the name of the contact.
Currency	Select from the drop-down list the currency to associate with the Purchase Order.
Coupon	Coupon codes created with a promotions can be applied here to associate with the Purchase Order. Click Apply once code is entered.

2. Click New Item to select the items in the site catalog to associate with the Purchase Order. A pop-up windows appears allowing you select items from a site catalog.

3. Search for items by entering your search terms (e.g. "iphone") into the search field and click Find. You can sort your search results alphabetically by clicking the Name column. Select an item from the list and click on Configure Selected Entry.

Advanced Search

You can apply three filters to refine your item search results.

Field	Description
Select catalog	Select which specific catalog to search
Select language	Select a specific language (such as German) for items described in German
Select entry type	Select a specific type of entry, such as variation/sku or bundle

Configuring the Selected Entry

1. Before you add the item to the order, you can configure the actual price, the quantity, and apply a percentage or discount based discount.

Required Fields

Price
Quantity

Field	Description
Display Price	This is the price seen on the public website. This is set at the catalog entry level.
Price	This is the actual cost of the item that will be charged when the item is added to the order.
Quantity	Set how many of the item to add to the order.
Discount	You can apply a discount to the item, either Value or Percentage based.
Total	The total is automatically calculated, factoring in the actual price, quantity, and any discounts applied.

2. Once the item is configured, click Add item to the order. The item will appear on the Purchase Order form.

Completing the Rest of the Purchase Order Form

Enter a Billing and a Shipping Address.

When entering the Shipping or Billing Address, you can select an existing address associated with the contact, if any.

Checkmark Add to customer's address book if you want to save the address to the contact.

If the Shipping Address is the same as the Billing Address, click on Same as Billing Address. The Shipping Address form is autopopulated with the information entered in the Billing Address form.
Select the kind of shipping to use for the order under Shipment Details. Select from the drop-down the shipping methods (add link) available.
Click on Recalculate to generate the cost summary.
Click OK.

Option 2: Creating an Order from Purchase Order List

1. Go to Order Management > Purchase Orders.

2. Click on New Order. A pop-up appears, allowing you to select the site and contact to apply the new order to.

3. Click OK.

4. Follow the steps above to complete the Purchase Order.

The Order Form

Once the Purchase Order form is completed, the order fulfillment process begins.

The order form consists of five sections:

Tab Name	Description
Summary	Displays an overview of the order, including the customer information, billing address, and other data. From here you can cancel orders, edit information, and place an order on hold.
Details	Displays the shipment details, including shipment status, items to be shipped, and a list of applied discounts/coupons. Returns/Exchanges are also created here.
Payments	You can create and assign payments to the order here. Payments are automatically processed when saved.
Returns	Displays the details of a return, if made.
Notes	Displays the notes attached to the order. Notes are automatically logged when certain events occur within the order (e.g. the shipment status changed).