Manual Order Creation

This section contains instructions for how to create orders manually for existing learners in the system as well as new learners. 

In order to create orders in the system, a user must be logged in with a site administrator role.

To navigate to the Create Order interface:

1. Click the wrench to open the admin menu.

2. Click "Store"

3. Click "Orders"

4. Click "Create Order"

To create order for existing learners:

1. Navigate to the Create order interface.

2. Verify the option "Search for an existing customer" is selected.

3. Type E-mail or User name under the "Customer Search" section and click  "Search"

4. Select a customer from the search results.

5. Click "Create order"

6. Type the Shipping address in the "Ship to:" section. 

7. Type the Billing address in the "Bill to:" section. Alternatively user may also copy the shipping address here using Copy button. (and vice versa)

8. Select the Payment method.

9. Click on "Add Product" button.

10. Select a product from the list OR Search by Title or SKU

11. Click "Select"

12. Select the attributes, if any, associated with the product.

13. Click on "Add to order"

14. Repeat steps 13-17 for adding more products to the order.

15. Click "Submit changes"

To create order for new accounts:

1. Navigate to the Create order interface.

2. Select "Create a new customer account"

3. Type in the e-mail address for new customer.

4. Click "Create order"

5. Repeat steps 6 - 15 from the above section "To create order for existing learners"

To create order with no account:

1. Navigate to the Create order interface.

2. Select "No customer account required"

3. Click "Create order"

4. Repeat steps 6 - 15 from the above section "To create order for existing learners"

To add line items to manual order:

1. On the order creation page, select a line item from the select list "Add a line item" (for eg: "Coupon discount" )

2. Click "Add line" button

3. Type the amount in the line item.

4. Click "Submit changes" button.