TABLE OF CONTENTS
- Introduction
- Creating An Order From Admin Application
- Creating An Order From Web Store
- Modifications In Create Order Workflow From Znode 9.7 and future Releases
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
The following shipping related information gets displayed and saved separately for all the Order screens in admin and web store:
Shipping
Handling Charges
Shipping Discount
The Voucher Amount does not get subtracted from Order Total since it is considered as a payment method.
The total of the following fields gets displayed in the summary:
Subtotal
This is the sum of line item total amounts
Shipping
This is the sum of line item shipping amounts
Handling Charges
This is the charge associated with the selected shipping method
Import (Visible only when Avalara tax is associated with the particular store)
This is the sum of Import duty amounts calculated on the line item total.
Tax
This is the sum of tax amounts calculated on line item total and line item shipping total.
The tax amount is calculated based on the input saved against the following admin settings:
Include Shipping In Taxes
Calculate Tax On Discounted Amount
Discount (on Subtotal)
This is the sum of all line items and order discounts
The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:
Is Allowed With Other Coupons
Allow Promotion And Coupon Together
Promotions With Exceptions
CSR Discount
Shipping Discount
This is the sum of all shipping discounts
The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:
Is Allowed With Other Coupons
Allow Promotion And Coupon Together
Promotions With Exceptions
Order Total
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
Voucher Amount
This is the sum of all voucher amounts applied to the Order
Amount To Be Paid
This is the difference between Order Total and Voucher Amount that is taken from the user
- 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:-
Line item wise Unit Price
Line item wise included quantities of child products for every bundle product
Line item wise value of “Out Of Stock Options” setting
Line item wise shipping amount
Line item wise tax amount
Line item wise Import duty
Line item wise tax rate (only if the custom tax is used)
Line item wise sum of all line item discount amount
Line item wise line item discount for every applied discount
Line item wise order discount amount for every applied discount
Line item wise CSR discount amount for every applied discount
Line item wise sum of all line item shipping discount amount
Line item wise shipping discount amount for every applied discount
Note: This is available from Znode 9.7.1Order wise value of “Calculate Tax On The Discounted Price” setting
Order wise value of “Include Shipping In Taxes” setting
Order wise handling charges
Order wise voucher amount for every applied voucher
Tax Note -
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.
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.