Introduction:

  • Through this facility, orders can be created on behalf of the end-users' request from your control panel. The order can be raised for the Registered UserNon-Registered or New User (i.e. new user, but you are storing the user details) and Guest user (i.e. new user, but you are not storing the user details)

  • You can send payment link through an email to the respective user to make the payment against these orders.

  • You also have the facility to make the payment entry and authorize these orders.

Benefits:

  • This feature enables the merchant to create an order on behalf of a customer through the Anywhere Commerce control panel by taking the details from the customer during a telephonic conversation with the user.

  • This facility will help the Registered UsersNon-Registered or New Users and Guest users to raise an order through you by just dialing the mentioned phone number on the storefront.

  • As this order is taken through the telephonic conversation, the customer is not required any computer knowledge for raising the order.

How do I create an order on behalf of existing customer/new user/guest user from my Control Panel?


To create the order from your Control Panel on behalf of your existing customer (Registered User)/New user (Non Registered User)/guest user (without registering the user details), do the following:

  • Log in to the 'Anywhere Commerce Control Panel' by using your User Name (Email Address) and Password.


 Create Order

  • You will be navigated to the Dashboard page.


 Create Order

  • Click the  Create Order icon. The Orders & Leads section will be displayed as shown in the figure.


 Create Order

  • Click Create Order and select Single Order. You will be navigated to the Create Order > Single Order page.


 Create Order

  • Here you can place an order against a Registered UserNon-Registered or New User, and Guest user (i.e. 'Guest User' is a new user & you are not storing the user details)

i) Raising Order against Guest user (i.e. without registering user details):

  • To raise an order on behalf of a 'Guest User', enter the email id of the user in the Select Customer text box and select the Continue as Guest checkbox.
  • Enter the reference number of the order in the Reference No. text box.
  • Select a required location from where the order is to be fulfilled from the Locations drop-down.
  • Select a location from where the order is to be placed from the Order From Store drop-down.
  • Select the respective delivery mode from the Delivery Mode options:
    • Home Delivery: Select this option if the ordered products are to be delivered to the shipping address of the user.
    • Instore Pickup: Select this option if the user wants to collect the ordered products from a requested store location.
      • If the 'Instore Pickup radio button is selected, you will be displayed Billing Address section in the place of Shipping Address section.


 Create Order

  • Note: The fields of Billing Address and Shipping Address are same.
  • Enter the first name of the guest user in the First Name text box.
  • Enter the last name of the guest user in the Last Name text box.
  • Enter the address of the guest user in the Address1 text box.
  • Enter the leftover address of the guest user (if any) in the Address2 text box.
  • Select the country of the guest user from the Country drop-down.
  • Select the state of the guest user from the State drop-down.
  • Enter the PIN or ZIP Code of the guest user in the Post/Zip text box.
  • Enter the landline phone number of the guest user in the Telephone text box.
  • Enter the mobile phone number of the guest user in the Mobile text box.
  • Enter the email address of the guest user in the Email text box.
  • Note: The Billing & Shipping Addresses will be same, but you can modify them as per your requirement. To modify the billing address, select the 'My Shipping and Billing are different' checkbox and modify the required details in the Billing Address section.


Product Information:

 Create Order

  • To apply the shipping and tax charges, cart promotional discounts as defined for the selected product(s), select the Calculate Shipping & Tax based on setup Rules checkbox.
  • Enter the initial characters of SKU/Product Title/Catalogue Code in the SKU/Product Title text box. An auto-completed list will display the relevant products.
  • Select a suitable product for which order to be placed. The minimum purchase quantity, unit price, etc… info will be automatically fetched in respective fields.


 Create Order

  • Similarly add other products (if required)
  • Update quantity (if required) in the Qty text box.
  • Update promotion discount (if required) in the Promotion Discount text box. (This is editable when 'Calculate Shipping & Tax based on setup Rules' checkbox is unchecked.)
  • Update tax (if required) in the Tax text box. (This is editable when 'Calculate Shipping & Tax based on setup Rules' checkbox is unchecked.)
  • Update shipping cost (if required) in the Shipping Amount text box. (This is editable when 'Calculate Shipping & Tax based on setup Rules' checkbox is unchecked.)
  • To update the net order price, click the Update Summary button. The prices will be updated and displayed as shown in the figure.


 Create Order

  • To edit the product (if required), click the  Create Order icon of that product under the Update column.
  • To delete a product, click the  Create Order icon of that product under the Update column.
  • To add another product, click Add Another.
  • To apply a discount voucher, enter the voucher code in the Voucher Code text box and click Apply.
  • Select the suitable shipping option from the Shipping Options section.
    • Note: In the case you have selected the 'Delivery Mode' as Instore Pickup, you will not find the Shipping Options section.


 Create Order

  • Select the delivery date (as per the customer request) from the Delivery Date 'date picker'.
    • Note: Select the delivery date if you have delivery slots.
  • Select a suitable delivery slot from the Delivery Time drop-down.
    • Validation message: If you have delivery slots and you are not selecting the delivery date, delivery time and saving the order, you will be displayed a validation message through a dialog box. However, you can proceed further without defining the delivery timings also.


 Create Order

  • Click OK. The dialog box will be closed.


 Create Order

  • Enter the gift message (if required) in the Gift Custom Message text box.
  • To save the changes, click Save. You will be navigated to the Select Payment Method tab.


 Create Order

  • Here you can send a payment link to user for doing payments or you can make the payment entry by yourself & authorize the order.


i) Sending payment link to customer:


Change Payment Type:

  • Note: The Change Payment Type option can be used to change the type of payment that appears under the Checkout Type column of Payment Pending Orders page only. However, it has no effect on the Payment Details of that Order as explained below:


 Create Order

  • To change the 'Payment Type', click Change Payment Type button. You will be displayed the available payment options in a drop-down.


 Create Order

  • Select a suitable payment type and click Save. The type of payment will be changed and you will be displayed a relevant success message.


 Create Order

  • The changed 'Payment Type' will be reflected under the Checkout Type column of Payment Pending Orders page.


 Create Order

  • To send a payment link to the user, click Send Payment link to Customer. You will be displayed a Send payment link to Customer dialog box.


 Create Order

  • Select the type of payment from the Payment Type drop-down. The relevant email template as per the selected 'Payment Type' (i.e. Credit Card, Cheque/DD, Online Bank Transfer, etc…) will be fetched from respective email template when you have configured the 'Send Mail to end user:' section of that template, in the WYSIWYG (What You See Is What You Get) Editor. You can also edit this template exclusively for this order if required.
  • To send a payment link to the customer, click Send Mail. Mail will be sent to the customer and the order will be listed under the Payment Pending list of orders. You will be displayed a relevant success message.
  • If you modify the template in this 'WYSIWYG Editor', it will be exclusively applicable for this order only and the base template which is retrieved from the respective template will not be changed.


 Create Order

  • Note: You can also make payment from the Order details page of any order. To make payment for this order, navigate to the Payment Pending Orders page.


 Create Order

  • Click the respective Order Id. You will be navigated to the Order Details page of that order.


 Create Order

  • Click Make Payments. You will be navigated to the Select Payment Method section of the Create Order > Single Order page. Navigate to Make Payment section.


Make Payment:
 Create Order

  • To authorize the order (if required), select the Authorize Order checkbox.
  • Select suitable payment method and enter the details. Click Pay Now. You will be asked for confirmation through a dialog box.


 Create Order

  • If the amount is correct, click OK. The confirmation dialog box will be closed and you will be displayed a relevant success message.
    • Note: If the amount is not correct, click Cancel and amend the amount and follow the same procedure.


 Create Order

  • Note: If you have selected the Authorize Order checkbox, the order will be listed under the Authorized Orders list. Else it will be listed under the Payment Pending Orders list.


ii) Make payment by yourself & authorize order:
To make payment by yourself & authorize the order, navigate to the Make Payment section.
Make Payment:
 Create Order

  • To authorize the order (if required), select the Authorize Order checkbox.
  • Select suitable payment method and enter the details. Click Pay Now. You will be asked for confirmation through a dialog box.


 Create Order

  • If the amount is correct, click OK. The confirmation dialog box will be closed and you will be displayed a relevant success message.
    • Note: If the amount is not correct, click Cancel and amend the amount and follow the same procedure.


 Create Order

  • Note: If you have selected Authorize Order, the order will be listed under the Authorized Orders list. Else it will be listed under Payment Pending Orders list.

ii) Raising Order against Registered User:

  • If you know the 'User Id' of the registered user, enter the same in the Select User text box and click  Create Order icon. The details of the user will be fetched under the Shipping Address section.


 Create Order

  • Note:
    • If the user has multiple shipping addresses, you can find them under the Shipping Address section as shown in the above screenshot.
    • You can also edit the shipping address (if required) by through its Edit link.
    • You can also create new shipping address through Create New link.
  • If you don't know the 'User Id' of the registered user, you need to search the user using available filtering options.


 Create Order

  • To search the registered user, click Select Customer under the Customer Details section of Create Order > Single Order page. You will be navigated to the User List dialog box displaying the multiple filtering options.


 Create Order

Multiple Search Options:

  • To find out the required user, you have multiple filtering options as mentioned below:
  • To search the registered users by the 'Order Creation date', select the Create Date from the Search By drop-down.
  • To search the registered users by the 'last login date', select the Last Login date from the Search By drop-down.
  • Select the respective date range as follows:
    • Select the start date through the 'From' 'date picker'.
    • Select the end date through the 'To' 'date picker'.
  • To search the registered users by the 'User Group', select the respective 'User Group' from the Group drop-down.
  • To search the registered users by the 'login id', enter the login id or initial characters of 'login Id' in the Login ID text box.
  • To search the registered users by the 'Phone No.', enter the phone number or initial digits of the Phone number in the Mobile No. text box.
  • To search the registered users by the 'first name', select the First Name from the Search By drop-down and enter the respective name in the text box that is placed below the drop-down.
  • To search the registered users by the 'last name', select the Last Name from the Search By drop-down and enter the respective name in the text box that is placed below the drop-down.
  • To search the registered users by the 'city name', select the City Name from the Search By drop-down and enter the respective name in the text box that is placed below the drop-down.
  • To search the registered users who are in an inactive state, select DeActivated Users from the Search By drop-down and enter the respective name in the text box that is placed below the drop-down.
  • After entering the required search criteria, click Search User button and the relevant registered users will be listed under the Available Registered Users as per your search criteria.


 Create Order

  • For selecting a user, click the Select link of the required user. The User List dialog box will be closed and username of the selected user will be updated in the Select Customer text box. The contact details of the selected user will now automatically updated in the respective fields of the Shipping Address section in the Create Order > Single Order page.


 Create Order

  • Note:
    • If the user has multiple shipping addresses, you can find them under the Shipping Address section as shown in the above screenshot.
    • You can also edit the shipping address (if required) by through its Edit link.
    • You can also create new shipping address through the Create New link.
  • Note: Billing & Shipping Addresses will be same, but you can modify them as per requirement. To modify the billing address, select the 'My Shipping and Billing are different' checkbox and modify the required details in the Billing Address section.
  • The rest of the procedure i.e. selecting locations/order from store, delivery mode, Product Information, applying discount voucher, selection of shipping options, delivery date/delivery time and additional information is already explained in the 'Raising Order against Guest User' topic (i.e. first point):

iii) Raising Order against Non Registered User (New User)(i.e. with registering user details):

  • To raise an order on behalf of a 'New Customer', click New Customer under the Customer Details section of the Create Order > Single Order page. You will be navigated to the New User Registration dialog box displaying the required sections for creating new user.


 Create Order

User Details:

  • Note: The fields marked with Red color asterisk marks are Mandatory.
  • Enter the login id for the user in the Login ID text box.
  • Password is default defined.
  • To set the password as per your choice, select the 'Select to assign your own Password' checkbox. Else, a password is default defined.
  • To send a copy of registration email to end-user, which is dispatched after submitting the customer details, select the 'Select to send the registration email to end-user' checkbox.


Contact Details of User:

  • Enter the first name of the end-user in the First Name text box.
  • Enter the last name of the end-user in the Last Name text box.
  • Enter the address of the end-user in the Address1 text box.
  • Enter the remaining part of the address in the Address2 text box.
  • Select the Country of the end-user from the Country drop-down.
  • Select the State of the end-user from the State drop-down.
  • Enter the city name of the end-user in the City text box.
  • Enter the PIN/Zip code of the end-user in the Pin/Zip Code text box.
  • Enter the alternate email address of the end-user in the Alternate Email text box.
  • Enter the landline phone number of the end-user along with Country code, in the Telephone text box.
  • Enter the mobile phone number of the end-user along with Country code, in the Mobile text box.
  • To create a new user, click Submit. The New User Registration dialog box will be closed and the contact details of the newly created end-user will now automatically updated in the respective fields of the Shipping Address section in the Create Order > Single Order page.
  • Note: The Billing & Shipping Addresses will be same, but you can modify them as per requirement. To modify the billing address, select the 'My Shipping and Billing are different' checkbox and modify the required details in the Billing Address section.

  • The rest of the procedure i.e. selecting locations/order from store, delivery mode, Product Information, applying discount voucher, selection of shipping options, delivery date/delivery time and additional information is already explained in the 'Raising Order against Guest User' topic (i.e. first point):