Taking an order from the control panel
Create an order
Section titled “Create an order”From a customer’s record (Sales > Customers > Users), run the Create Order action. You can place an order for:
- a single product;
- a subscription.
Step 1: General settings
Section titled “Step 1: General settings”Fill in the Delivery Address (which is also the billing address) and choose a Carrier. This carrier’s shipping fees apply.
Then choose the Product Type: Produit (product) or Abonnement (subscription).
Step 2: Settings by product type
Section titled “Step 2: Settings by product type”For a subscription, fill in:
- the subscription Plan;
- a discount Coupon, if needed;
- the profile information, if profile questions are defined (Profiles field).
For a product, fill in its name, its reference (optional), its price and its tax. The product is not picked from your catalog: it is created for this order.
Choose the payment method
Section titled “Choose the payment method”The Payment Method field offers 3 options:
Marqué comme payé (mark as paid)
Section titled “Marqué comme payé (mark as paid)”The order, its shipping slip(s) and the related invoice are generated without any transaction.
Facturer l’utilisateur (charge the user)
Section titled “Facturer l’utilisateur (charge the user)”A charge attempt is made on the customer’s saved payment method. The customer must therefore have one.
Créer un lien de paiement (create a payment link)
Section titled “Créer un lien de paiement (create a payment link)”You get a payment link to send to the customer. They do not need to log in and complete the order by passing the 3DS check.