RC New Sale Order
AR Guide posted this on Dec 21, 2024
Admin Dashboard > Sales > New Sale Order
Purpose: The "New Sale Order" feature in the Admin Dashboard allows users to manually create and process new sales orders directly within the system. This functionality is particularly useful for handling customer orders that are placed offline, over the phone, or require manual adjustments. It ensures flexibility and accuracy in managing transactions for items sold conventionally, where customers purchase and own the items outright.
Key Features:
Manually create new sales orders for customers.
Add, customize, or update product selections in the order.
Specify customer and shipping details during order creation.
Calculate taxes, shipping charges, and discounts automatically.
Choose payment methods and process payments.
Save or submit orders for immediate or later processing.
How to Use the New Sale Order Feature:
Navigating to New Sale Order:
Selecting the Customer:
Adding Products to the Order:
Use the product search bar to find the items to be added.
Specify the quantity for each product.
Apply custom prices, discounts, or special notes for specific items if needed.
Configuring Order Details:
Review and adjust the order summary, including:
Billing and shipping addresses.
Shipping method: Choose from available options, with costs calculated automatically.
Payment method: Select the payment type (e.g., credit card, cash, or other offline methods).
Apply additional discounts, promo codes, or tax exemptions if applicable.
Reviewing and Saving the Order:
Processing Payments (if applicable):
If the order requires immediate payment:
For deferred payments, save the order and update payment status later.
Best Practices:
Double-check customer and order details before saving or submitting an order.
Use the search and filter tools to quickly locate products or customers.
Regularly update customer and product information to ensure smooth order creation.
Apply notes to orders for better communication with the fulfillment team.
Common Use Cases:
Manually processing phone or in-person customer orders.
Creating customized orders with special pricing or discounts.
Resolving issues with online orders by manually entering them into the system.
Recording and managing orders placed outside the typical online store workflow.
For additional help, contact the Any.Rentals support team or refer to the relevant sections of the knowledge base.