Earlier this month, we introduced the 'ADD ORDER' feature to the Terminal Dashboard. This feature allows merchants to create orders on behalf of customers that do not wish to purchase products via your website. This post will provide a step guide to help you understand how to do this in Terminal.
To learn more about the importance of manual orders, you can read about selling on social media here.
STEP 1: Locate Add Order Button On Dashboard
Once logged in to the dashboard, the add order button can be found on the bottom menu of the page. Simply clicking on the button will initiate the order creation process.
STEP 2: Add Products
The next step is to select the products to be included in your order. This can be done by searching for the products using the search bar. Once you start typing, products matching the search phrase should appear in a list. A product can be included in the order by selecting a name from the list.
Once added, you can set the quantity for the product by editing the number field next to the product name. Multiple products can also be added using the same process outlined above.
Once all the products have been added, simply select the Next button at the bottom right of the page to proceed to the customer information section.
STEP 3: Add Customer Information
After products are included in the order, the next step is to add information about the customer. If the customer is a returning customer, you should be able to find their information using the search bar. Once selected, the customer information is automatically added to the order.
If the customer is a new customer, you can add their information using the available fields in the Add New Customer section, as shown in the example below.
Once customer information is added, simply select the Next button at the bottom right of the page to proceed to the shipping information section.
STEP 4: Add Shipping Information
In the shipping section, you're required to provide shipping information for the customer. If the customer is a returning customer, this section should be automatically filled in with the customers shipping address as shown in the example below.
If the customer is a new customer, you can simply enter the shipping information for the customer using the fields in the Add Shipping Info section as seen in the example below.
If no shipping is required for the order, simply click on the No Shipping Required button to progress to the next section. This action assumes the order will be picked up at the merchants physical store, so it requires you to provide an address for your business in your dashboard settings.
STEP 5: Additional Information & Order Confirmation
Once shipping information is added, the final section allows you to include any additional information to the order. Over here, you can set the payment currency for the order, include a created discount code, shipping fee, order notes, and manually set the prices for products.
Once the settings are updated to your satisfaction, simply click on the confirm button at the bottom right of the screen to create the order. When an order is created, a confirmation screen like the one displayed below should be seen. It will include a payment link for your order that can be copied and sent to your customer on any social media or messaging platform.
If you need to edit the details provided in an order, simply navigate to the orders section using the main navigation menu and locate the manual order from the list. Once on the order page, simply select the edit button as shown in the image below.
That's all you need to know to get started with manual orders. If you experience any issues or have any problems using this feature, simply reach out to us at firstname.lastname@example.org and we'll be happy to help.