Use the add order module to create a new order for your members. This module displays a full listing of your membership and you may select the appropriate member by clicking on their name. To locate a specific member, you may either page through the display or enter the customer's name in the search field and click the search button to locate all members with that name. When you have located the correct member, click their name to move on to step two of the order creation process and enter the order information. From the first drop down list select the product category. This will update the second drop down list with all products in that category. Select the correct product from the second drop down list to display all of the related SKUs for the product. Set the check box for the appropriate SKU. If you have a large number of SKUs you may also use the search tool to locate a specific SKU. Enter the quantity being ordered in the field beside the SKU and click add to order.
The items ordered are displayed in a cart at the top of the page. You may adjust quantities here or completely remove an item by clicking the minus symbol beside the product line. Displayed below the SKU codes are the customer's default billing and shipping addresses. If the customer has more than one of either address, you may select the correct one from the drop down list. The next selection allows selection of a shipping method. Choose the correct method from the drop down list and enter any adjustments you wish to make to shipping charges. If you are collecting cash with order, we'll have another reason to bypass payment, set the bypass payment radio button or if pay now is selected, choose the correct method from the drop down and enter payment account details.
Review the information you have entered on this page and click next to proceed to the next step of the order process and display the final order. If you are happy with your order details, click finish to finalize the new order. You may also select previous to go back to an earlier step and make adjustments. Click okay on the confirmation dialogue to complete the order and display the invoice.