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Videos | Creating Orders Inside the Miva Merchant Admin

Do you take orders over the phone? Miva Merchant allows you to create orders on the customer's behalf right from inside the Miva Merchant admin.
ver.9.0 and later

Video Transcript

Miva Merchant allows you to create orders on a customer's behalf right from inside the Miva Merchant Admin. This can be useful, if for instance, you have the customer on the phone and they would like your help putting in an order. You can start a new order from two locations in the Store Admin; either from the “Order Processing Screen” or from the “Edit Customer Screen.” For this example, I'm going to choose to go the “Edit Customer” route. Once in the store admin, click into the customer screen. Here you will see a batch list of customers in your store. Go into the “Edit Customer” screen for the customer you're working with. Here you're looking for a tab called “Customer Orders.” On this tab you'll see a batch list of all of the different orders this customer has placed in your store. You can click into one of the existing orders and edit them which lets you do things like add or remove products to an order, or even cancel an order if needed. But in this video will be creating a new order from scratch by clicking on this “+” button. This takes us to the “Create New Order” screen. We can see that this new order is already assigned to our customer, “Test Customer.” Mr. Customer’s information is already filled out in the Ship To and Bill To panels. We can add products to this order by clicking on this “Add Items” button. If you know the first few letters of the product code of the product you need to add you can type them into this field here as a shortcut in adding the product. Otherwise you can click on this “Look Up” button to browse all of the products in your store. If you don't know the product code. When you're done with this product you can click on the “Add” button here. If you need to add another product to this order after this one, you can click on the “Add +” button instead. Let's add another product. This time I'll do a quick search for product code. Notice that you can set the quantity if the customer is buying more than one of these products and you can even override the weight value or the price of each of these products if needed. As before, when you’re done with this product, click on the “Add” button to add it to the order. Once you've added all of the products the customer wants to purchase to this order you can charge the customer by clicking on this “Authorized” button. You can authorize the capture of up to the total cost of the order itself. You can change the authorization amount to a lesser value which could be useful if you are only able to ship some of the products in the order. Otherwise you can select which card type the customer will be paying with and you can take the payment card information over the phone and then click on this on this authorize button. When the card processes you will see the amount you've authorized and captured appear here in the payment panel. At the beginning of this video I mentioned that you could start a new order from the Order Processing screen as well. On this screen you would want to click on the “+” button up here. This creates a new order with no customer information assigned to it. To assign a customer account to this order click on this “Assigned” button here and select the desired customer account you want to work with and then click on “Use Selected Customer.” Doing so would populate their customer information into the Ship To and Bill To panels. It's worth pointing out that if the customer you're assisting doesn't already have a customer account then starting a new order from the order processing screen is potentially the preferred way of creating a new order from inside the Miva Merchant Admin. The reason being when you enter in their shipping information, if this information here is the same as their billing information then you have the option of clicking “Update Both Addresses” and you would only have to type their information in once. Once their Ship To and Bill To information has been added to the order you can save that information into a New Customer Account if you want by clicking on the “Assign” button up here then selecting “Create Customer From Order.” You'll be prompted to type in a login name, an email address add a password. Then they'll have a customer account of their own the next time they visit your online store. From here everything else is just like before. You click on the “Add Items” button to Add Products to the order and then you click on the “Authorize” button to process their credit card payments. And that's the create new orders from inside the Miva Merchant Admin.

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