Creating An Order

TABLE OF CONTENTS


Introduction

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

Creating An Order From Admin Application

Navigate to: OMS > Orders

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


Steps To Create An Order

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

  • Step1: Click on the “Create Order“ button

  • Step 2: Add customer details from the Customer tab and click on the “Next“ button

  • 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

  • Step 4: Select a payment method from the Payment Methods tab and click on the “Next“ button

  • Step 5: Review and submit the Order. This action will

    • Create an Order

    • Display an Order Receipt

    • 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:

  • Store

  • Customer account

  • Shipping and Billing addresses



This screen displays the following fields/input areas:

  • Store: Allows users to search and select a Store from the available list of Stores

  • Customer Name: 

    • 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

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

    • 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

  • 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, admin users can:

  • Manage products and the required quantities to Cart

    • If some products were added to the cart previously from admin or web store then they will be available in the Cart section

    • Admin users can add/remove products and required quantities to/from Cart

  • Select Shipping Method and Shipping Details like:

    • In Hands Date - Indicates the date by which the customer is expecting the order to be delivered

    • Shipping Constraint - Indicates how the customer wants all items from the order to be shipped

  • Make Order Tax Exempt (optional)

  • Apply/Remove Coupons (optional)

  • Apply/Remove Voucher (optional)

    • 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

    • Admin users can associate any of those vouchers that are not restricted to any customer account as well

    • The sequence of application will always be followed as mentioned in the first point

  • Apply CSR Discount (optional)

  • Add Job/Project Name (optional)

  • 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:

  • Step 1: Login to the web store account (can be performed at a later stage as well)

  • Step 2: Add products to Cart via any/multiple/all of the following sections:

    • Search

      • Search a product. A list of suggestions would appear

      • Select a product. User will be redirected to the Search Results page

      • Open Quick View or Product Details page

      • Enter quantity

      • Click on the “Add To Cart“ button. The product will be added to Cart

    • Select product from a Category page

      • Select a Category from the Category menu

      • Select a product. User will be redirected to the Search Results page

      • Open Quick View or Product Details page

      • Enter quantity

      • Click on the “Add To Cart“ button. The product will be added to Cart

      • Repeat the above steps to add other products to cart

    • Reorder (requires login)

      • Navigate to Order History

      • Open any order and click on the “Reorder“ button. The products will be added to Cart

    • Quick Order

      • Click on the “Quick Order“ button (and “Add Multiple Items“ button - optional)

      • Enter and select SKUs and required quantities via Search or Paste Multiple mechanisms

      • Click on Add to Cart. The products will be added to Cart

    • Order Template (requires login)

      • Navigate to Order Template

      • Click on Add To Cart icon. The products from the template will be added to Cart

  • Step 3: Navigate to Cart, manage products and quantities if required

  • Step 4: Click on the “Checkout” button. User is redirected to Checkout page if logged in

  • Step 5: Log in (Skip, if Step 1 was not skipped). User is redirected to the Checkout page

  • Step 6: Select/Manage Shipping and Billing Addresses

  • Step 7: Select a Shipping Method

  • Step 8: Apply Coupons (optional)

  • Step 9: Apply Vouchers (optional)

  • Step 10: Select a Payment Method and add the required details

  • Step 11: Click on the “Place Order“ button. This action will

    • Create an Order

    • Display an Order Receipt

    • 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 Customers > Users > Manage User screen from admin application.


Steps To Create An Order For Guest Users


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

  • Step1: Add products to Cart via any/multiple/all of the following sections:

    • Search

      • Search a product. A list of suggestions would appear

      • Select a product. User will be redirected to the Search Results page

      • Open Quick View or Product Details page

      • Enter quantity

      • Click on the “Add To Cart“ button. The product will be added to Cart

    • Select product from a Category page

      • Select a Category from the Category menu

      • Select a product. User will be redirected to the Search Results page

      • Open Quick View or Product Details page

      • Enter quantity

      • Click on the “Add To Cart“ button. The product will be added to Cart

      • Repeat the above steps to add other products to cart

    • Quick Order

      • Click on the “Quick Order“ button (and “Add Multiple Items“ button - optional)

      • Enter and select SKUs and required quantities via Search or Paste Multiple mechanisms

      • Click on Add to Cart. The products will be added to Cart

  • Step 2: Navigate to Cart, adjust quantities if required

  • Step 3: Click on the “Checkout” button. User is redirected Registration and Login page

  • Step 4: Click on the “Checkout As Guest” button. User is redirected to the Checkout page

  • Step 5: Select/Add/Edit Shipping and Billing Addresses

  • Step 6: Select a Shipping Method

  • Step 7: Apply Coupons (optional)

  • Step 8: Apply Vouchers (optional)

  • Step 9: Select a Payment Method and add the required details

  • Step 10: Click on the “Place Order“ button. This action will

    • Create an Order

    • Display an Order Receipt

    • Send an email notification to the customer for whom the Order was created

Modifications In Create Order Workflow From Znode 9.7 and future Releases

  1. The following shipping related information gets displayed and saved separately for all the Order screens in 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 as a payment method.

  3. The total of the following fields gets displayed in the summary:

    1. Subtotal

      1. This is the sum of line item total amounts

    2. Shipping

      1. This is the sum of line item 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 item total.

    5. Tax

      1. This is the sum of tax amounts calculated on line item total and line item 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 Coupon 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 Coupon 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 manage 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 9.7.1

    14. Order wise value of “Calculate Tax On The Discounted Price” setting

    15. Order wise value of “Include Shipping In Taxes” setting

    16. Order wise handling charges

    17. Order wise voucher amount for every applied voucher


Tax Note - 

  1. When Prices Are Inclusive Of Taxes setting is enabled for AvaTax, 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 Checkout workflow, and on Order and Quote pages in admin and web store.

  2. When Znode is integrated with Avlara, an administrator needs to check the box of the setting of This company is the importer of records in Avlara. If this box is unchecked Taxes will not be calculated at the checkout page.


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