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Creating An Order

TABLE OF CONTENTS

Introduction

The znode application allows different users to create Orders. This article provides information about how an Order can be created for different users from the admin and web store.

Creating An Order From Admin Application

Navigate to: OMS > Orders

Administrators can create Orders for only registered users from the admin application.


Steps To Create An Order

To create an Order, the Administrator can follow the below steps:

  1. Step1: Click on the “Create Order“ button
  2. Step 2: Add customer details from the Customer tab and click on the “Next“ button
  3. Step 3: Add products, apply discounts, apply vouchers select a shipping method and add notes from Cart & Shipping tab and click on the “Next“ button
  4. Step 4: Select a payment method from the Payment Methods tab and click on the “Next“ button
  5. Step 5: Review and submit the Order. This action will
    1. Create an Order
    2. Display an Order Receipt
    3. Send an email notification to the customer for whom the Order was created

Details Of Different Create Order Workflow Screens

Customer tab

This tab allows admin users to select and add Customer details like:

  1. Store
  2. Customer account
  3. Shipping and Billing addresses


This screen displays the following fields/input areas:

  1. Store: Allows users to search and select a Store from the available list of Stores
  2. Customer Name: 

    1. Allows users to select an existing customer account by entering a Username or Phone Number in the input area and then selecting the available suggestion, OR by selecting a user account by clicking on the “Advanced Search“ button and then searching and selecting a user account

    2. Allows users to add a new customer for whom the Order can be created

    3. Once the customer is selected/added the customer details like the general information and shipping and billing addresses (if available) appear in the Customer Information section

  3. Addresses: Allows users to add/edit shipping and billing addresses


Cart & Shipping tab

This tab allows admin users to manage product and shipping information.


From this screen, an administrator can:

  1. Manage products and add the required quantities to the Cart
    1. If some products were added to the cart previously from the admin or web store then they will be available in the Cart section
    2. An administrator can add/remove products and required quantities to/from the Cart
  2. Select Shipping Method and Shipping Details like:
    1. In Hands Date - Indicates the date by which the customer is expecting the order to be delivered
    2. Shipping Constraint - Indicates how the customer wants all items from the order to be shipped
  3. Make Order Tax Exempt (optional)    
  4. Apply/Remove Coupons (optional)
  5. Apply/Remove Voucher (optional)
    1. If there are active and non-expired vouchers associated with the customer account then those will be automatically applied in the sequence of the nearest voucher expiration date, and if two or more vouchers have the same expiration date then the voucher with the lesser amount will be applied first
    2. Administrators can associate any of those vouchers that are not restricted to any customer account as well
    3. The sequence of application will always be followed as mentioned in the first point
  6. Apply CSR Discount (optional)
  7. Add Job/Project Name (optional)
  8. Add Additional Notes (optional)

Payment Methods tab

This tab allows admin users to select a payment method from the available list of options.


Review & Place Order tab

This tab allows admin users to review the order details and submit the order. Admin users can also visit the previous tab to change the details added previously.


Creating An Order From Web Store

Registered as well as Guest users can create Orders from the web store. 


Steps To Create An Order For Registered Users

To create an Order, registered users can follow the below steps:

  1. Step 1: Log in to the web store account (can be performed at a later stage as well)
  2. Step 2: Add products to Cart via any/multiple/all of the following sections:
    1. Search
      1. Search for a product. A list of suggestions would appear
      2. Select a product. The User will be redirected to the Search Results page
      3. Open Quick View or Product Details page
      4. Enter Quantity
      5. Click on the “Add To Cart“ button. The product will be added to the Cart
    2. Select a product from a Category page
      1. Select a Category from the Category menu
      2. The User will be redirected to the Search Results page
      3. Open Quick View or Product Details page
      4. Enter Quantity
      5. Click on the “Add To Cart“ button. The product will be added to the Cart
      6. Repeat the above steps to add other products to the cart
    3. Reorder (requires login)
      1. Navigate to Order History
      2. Open any order and click on the “Reorder“ button. The products will be added to the Cart
    4. Quick Order
      1. Click on the “Quick Order“ button (and “Add Multiple Items“ button - optional)
      2. Enter and select SKUs and required quantities via Search or Paste Multiple mechanisms
      3. Click on Add to Cart. The products will be added to the Cart
    5. Order Template (requires login)
      1. Navigate to Order Template
      2. Click on Add To Cart icon. The products from the template will be added to the Cart
  3. Step 3: Navigate to Cart, manage products and quantities if required
  4. Step 4: Click on the “Checkout” button. The user is redirected to the Checkout page if logged in
  5. Step 5: Login (Skip, if Step 1 was not skipped). The user is redirected to the Checkout page
  6. Step 6: Select/Manage Shipping and Billing Addresses
  7. Step 7: Select a Shipping Method
  8. Step 8: Apply Coupons (optional)
  9. Step 9: Apply Vouchers (optional)
  10. Step 10: Select a Payment Method and add the required details
  11. Step 11: Click on the “Place Order“ button. This action will
    1. Create an Order
    2. Display an Order Receipt
    3. Send an email notification to the customer for whom the Order was created

Admin users can also create Orders for registered users by following the same steps as mentioned above, by impersonating a user account from the Customers > Users > Manage User screen from the admin application.


Steps To Create An Order For Guest Users

To create an Order, guest users can follow the below steps:

  1. Step1: Add products to the Cart via any/multiple/all of the following sections:
    1. Search
      1. Search for a product. A list of suggestions would appear
      2. Select a product. The user will be redirected to the Search Results page
      3. Open Quick View or Product Details page
      4. Enter Quantity
      5. Click on the “Add To Cart“ button. The product will be added to the Cart
    2. Select a product from a Category page
      1. Select a Category from the Category menu
      2. The user will be redirected to the Search Results page
      3. Open Quick View or Product Details page
      4. Enter Quantity
      5. Click on the “Add To Cart“ button. The product will be added to the Cart
      6. Repeat the above steps to add other products to the cart
    3. Quick Order
      1. Click on the “Quick Order“ button (and “Add Multiple Items“ button - optional)
      2. Enter and select SKUs and required quantities via Search or Paste Multiple mechanisms
      3. Click on Add to Cart. The products will be added to the Cart
  2. Step 2: Navigate to Cart, adjust quantities if required
  3. Step 3: Click on the “Checkout” button. The user gets redirected Registration and Login page
  4. Step 4: Click on the “Checkout As Guest” button. The user gets redirected to the Checkout page
  5. Step 5: Select/Add/Edit Shipping and Billing Addresses
  6. Step 6: Select a Shipping Method
  7. Step 7: Apply Coupons (optional)
  8. Step 8: Apply Vouchers (optional)
  9. Step 9: Select a Payment Method and add the required details
  10. Step 10: Click on the “Place Order“ button. This action will
    1. Create an Order
    2. Display an Order Receipt
    3. Send an email notification to the customer for whom the Order was created

Modifications In Create Order Workflow From Znode v9.7 and Future Releases

  1. The following shipping-related information gets displayed and saved separately for all the Order screens in the admin and web store:
    1. Shipping
    2. Handling Charges
    3. Shipping Discount
  2. The Voucher Amount does not get subtracted from Order Total since it is considered a payment method. 
  3. The total of the following fields gets displayed in the summary:
    1. Subtotal
      1. This is the sum of the line items' total amount.
    2. Shipping
      1. This is the sum of the line items, shipping amounts
    3. Handling Charges
      1. This is the charge associated with the selected shipping method
    4. Import (Visible only when Avalara tax is associated with the particular store)
      1. This is the sum of Import duty amounts calculated on the line items' total.
    5. Tax
      1. This is the sum of tax amounts calculated on the line items' total and the line items' shipping total.
      2. The tax amount is calculated based on the input saved against the following admin settings:
        1. Include Shipping In Taxes
        2. Calculate Tax On Discounted Amount
    6. Discount (on Subtotal)
      1. This is the sum of all line items and order discounts
      2. The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:
        1. Is Allowed With Other Coupons
        2. Allow Promotion And Coupons Together
        3. Promotions With Exceptions
    7. CSR Discount
    8. Shipping Discount
      1. This is the sum of all shipping discounts
      2. The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:
        1. Is Allowed With Other Coupons
        2. Allow Promotion And Coupons Together
        3. Promotions With Exceptions
    9. Order Total
      1. This is calculated using this formula: Subtotal + Shipping + Handling Charges + Tax - Discount (on Subtotal) - CSR Discount - Shipping Discount
        Note - This formula is different for managing order workflow
    10. Voucher Amount
      1. This is the sum of all voucher amounts applied to the Order
    11. Amount To Be Paid
      1. This is the difference between Order Total and Voucher Amount that is taken from the user
  4. Once an order is placed the following additional information gets saved along with the Order so that the same values (and not the current values) can be used while managing the Order, or creating or managing a Return:-
    1. Line item wise Unit Price
    2. Line item wise included quantities of child products for every bundle product
    3. Line item-wise value of “Out Of Stock Options” setting
    4. Line item-wise shipping amount
    5. Line item-wise tax amount
    6. Line item wise Import duty
    7. Line item-wise tax rate (only if the custom tax is used)
    8. Line item wise sum of all line item discount amount
    9. Line item wise line item discount for every applied discount
    10. Line item-wise order discount amount for every applied discount
    11. Line item-wise CSR discount amount for every applied discount
    12. Line item wise sum of all line item shipping discount amount
    13. Line item-wise shipping discount amount for every applied discount
      Note: This is available from Znode v9.7.1
    14. Order wise value of “Calculate Tax On The Discounted Price” setting
    15. Order-wise value of the “Include Shipping In Taxes” setting
    16. Order-wise handling charges
    17. Order-wise voucher amount for every applied voucher

Notes on Avatax 

  1. When "The Prices Are Inclusive Of Taxes" setting is enabled for Avatax, the Product displayed on the Checkout page is considered as inclusive of Taxes, therefore when Avatax is used, the Tax Amount is not separately calculated in the Checkout workflow, and on Order and Quote pages in admin and web store.
  2. When Znode is integrated with Avalara, an administrator needs to check the box of the setting 'This company is the importer of records' in Avalara. If this box is unchecked, Taxes will not be calculated at the checkout page.


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Managing Orders