Creating Orders as a System User

Creating Orders as a System User

The store module can accept orders from two sources:

  1. Front-End: Constituents who use the online Storefront from your website
  2. Back-End: System Users who create orders on behalf of constituents.

This guide explains the process for creating an order on behalf of a constituent.

Using the orders process as a staff user has some additional functionality that is not available to constituents using the online store. These include:

  • Edit prices "on the fly" for individual items
  • Easily add memberships, donations, and events to orders
  • Accept multiple payments for a single order

Creating an Order

Navigate to: Store > Orders

Click New Order.

Purchase Details

In the upper-left corner, you'll first want to enter some details about the purchase and purchaser.

Start typing a name in the Purchaser field to see if the person purchasing the items has an existing account in NeonCRM. If they do not, select New Individual from the dropdown options (or New Organization if the purchase is on behalf of an organization).

Select the Purchase Date

Use the Shipping toggle to determine whether shipping is necessary or whether the products are being picked up on site.

  • If Requires Shipping is selected, you will be asked to provide a shipping address and select from your shipping methods to determine shipping cost.
  • If On-site Pickup is selected, shipping will be free, and you can skip the steps for adding a shipping address. 

Finally, if this purchase is due to a specific Source, you can specify or add that as well.

Items List

Below, you will see a list of active products. Specify the quantity of each item you would like to order.

Some items have options. For these items, you must click the Options button to select options and specify the quantities in a pop-up window.

When you click Options, you are taken to the item's detail page. Here, you can choose to add items to your cart based on the options you select.

  • Clicking Add to Cart adds the quantity of the item specified to your cart. 
  • Clicking Cancel takes you back to the product listing page, and keeps any items you have added to your cart.

specify_options.png

On any page, you can hover over the shopping cart icon to see the items currently in your cart.

Order Summary

Once you have clicked Order, you will be taken to the Order Summary screen.

Here you have a chance to review the items in your cart. You can:

  1. Change the quantity of any items
  2. Remove items
  3. Add items - this includes Memberships, Event Registrations, Additional Store Products, and Donations.

summary_with_numbers.png

You can also adjust the Purchase Details here if you need to make changes.

If you need to change the price of a particular item for this order only, click Modify Price. This will give you options for changing the price of each item, and show you the cost difference.

This is not recommended, as it can affect accuracy in reporting, so you will first need to confirm by clicking yes when asked. 

modify_price.png

Once you are satisfied with your order, click Check Out.

Payment

You will see a final Summary screen.

Verify the information is correct, choose a payment tender, fill in the details, and click Submit Payment.submit_payment_for_store.png

Once your order has been submitted, you will need to process your order as normal.

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