Generally speaking, most of the time a customer will create an order on their own when shopping on your website. However, there may be times when you need to manually create an order.
To create a new order, click the Order Processing heading on the left side of the page. Then, making sure you’re in the Orders tab, click the New Order button.
The page that opens is where you will configure the order.
In the upper left corner you will see the Order Number and the date and time the order was created. Immediately to the right of that, is where the ordering customer’s name will appear. If you click the Assign button, a list of customers already in your system will open and you can assign the order to the appropriate customer.
You can also enter the customer’s address with the Ship To box. To do so, click the Edit button.
In the box that opens, enter the customer information. If the shipping information is the same as the billing information, click the box next to Update Both Addresses. When finished, click Save. If the shipping information is different, leave the box unclicked, click Save, and then fill in the correct information in the Bill To box.
Adding the customer’s information in the Ship To box does not create an account in the Miva admin. To accomplish this, after entering the information in the Ship To/Bill To boxes, click the Assign box at the top. In the box that opens, click the Create Customer button. In the box that opens that time, enter a Login, an email address and a password, and confirm the password, then click Create.
Next, add the item(s) the customer wishes to order. Click the Add Item(s) button. You can enter the item’s code if you know it. The system also uses real-time search, so if you enter the first few letters of the item’s code, the system will suggest items to be added. Otherwise, you can click the Lookup button to search through your store’s entire catalog. After you have chosen the item(s), click Add.
After you’ve added all of the products the customer wants, you will charge the customer for the order by clicking the Authorize button.
In the box that opens you can authorize payment for the entire amount of the order, or just a portion if you cannot ship all of the order at one time. Choose how the customer wants to pay, take and enter the payment card information from the customer and enter it, then click Authorize. When the card processes you will see the amount you have authorized and captured in the payment panel.
There are a number of actions available at the bottom of the screen. You can:
This allows you to add and remove coupons for the order.
Click the button, and in the box that opens is a list of available coupons that can be applied to the order. Just click the slider in the Assigned column to apply the coupon.
This allows you to add and remove discounts for the order.
Click the button, and in the box that opens is a list of available discounts that can be applied to the order. Just click the slider in the Assigned column to apply the discount.
Price Group rules still apply within orders. So if a customer or an item in the order doesn’t qualify for the discount according to the Price Group rules, the discount will not reflect in the order.
This button allows you to manually force a recalculation of the tax associated with the order, in cases where you have changed the original make up of the order, but, for example, adding or removing items from the order. Just click the button and the tax is recalculated.
This button allows you to make changes to the shipping and tax costs, or to add a charge to the order.
When you click the button, a box opens, allowing you to edit the charges. Each line has a text box, allowing you to change the text associated with the line item, an amount box where you can enter or alter the cost associated with the line item, and a tax box for the top two lines, if needed.
When finished, click Save.
Clicking this button opens a dialog box. If you wish to continue deleting the order, click OK.
When you are completely finished editing the order, click the X in the upper right corner.