WebEd User Guide - Manually adding orders

Orders - Manually adding an order

To manually add an order to the Shopping Cart:

Under the ShoppingCart main menu, select Manual Order

Check if the customer exists

Enter part of the customer's email address or last name.

Select "Search"

If the customer record appears on the list, choose "Select" and go to step 5.

If the customer record displays "No matching records", go to step 4

Add/Edit New Customers

Enter the details for the customer.

You can choose to set up an account for the customer by assigning a user name and password. You will need to email the customer the account details so they can access their account.

Enter order information

Customer: The customer's name

Order Date: The date of the order

Order Status: The status of the order.

If the payment has been approved, select Purchased.

Total amount of this order: The sum of all the products ordered plus freight

Select "Insert Order"

Enter Payment Information

Payment Amount: This is the order amount. This must match the order amount you entered earlier in order to continue.

Result Code: Select "OK" to send fulfillment.

Authorisation: This is the payment authorisation number (if applicable).

Reference: This field can be used to enter any payment details such as an invoice number or cheque number.

Payment Status: This is the status of the payment. You must select "Transaction successful" to move to the next step.

Payment Date: This is the date of the payment.

Enter Optional Credit Card Information

We strongly recommend you DO NOT store card information. If you do elect to store card information enter only the last four digits of the card.

Name on card: This is the name on the card.

Card Type: This is the card type - Visa, Mastercard, American Express.

Card Number: This is the card number. We strongly recommend you only enter the last four digits of the card.

Card CCV: This is the CCV number on the card.

Card Expiry Date: This is the card expiry date.

Select "Continue"

Enter List of Store Order Items

Use this screen to enter the product details

Product Code: This is the product code.

Quantity: This is the quantity of the order.

Colour: This is the colour of the item (if applicable).

Size: This is the size of the order.

Order total: This is the total of the order.

Item value: This is the value of the item.

Select "Submit"