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:
Click the wrench to open the admin menu.
Click "
Administration"Click "Store"
Click "Orders"
Click "Create Order"
To create order for existing learners:
Navigate to the Create order interface.
Verify the option "Search for an existing customer" is selected.
Type E-mail or User name under the "Customer Search" section and click "Search"
Select a customer from the search results.
Click "Create order"
Type the Shipping address in the "Ship to:" section.
Type the Billing address in the "Bill to:" section. Alternatively user may also copy the shipping address here using Copy button. (and vice versa)
Select the Payment method.
Click on "Add Product" button.
Select a product from the list OR Search by Title or SKU
Click "Select"
Select the attributes, if any, associated with the product.
Click on "Add to order"
Repeat steps 13-17 for adding more products to the order.
Click "Submit changes"
To create order for new accounts:
Navigate to the Create order interface.
Select "Create a new customer account"
Type in the e-mail address for new customer.
Click "Create order"
Repeat steps 6 - 15 from the above section "To create order for existing learners"
To create order with no account:
Navigate to the Create order interface.
Select "No customer account required"
Click "Create order"
Repeat steps 6 - 15 from the above section "To create order for existing learners"
To add line items to manual order:
On the order creation page, select a line item from the select list "Add a line item" (for eg: "Coupon discount" )
Click "Add line" button
Type the amount in the line item.
Click "Submit changes" button.