Here you will learn how to create a custom order
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Step-by-step guide
Login to your administration panel admin.yourwebsiteaddress.com
Navigate to the customer's account
From there select "Create Custom" button. This is the third button from the left on the top, located between Shipping Markup and Manage Credit Cards
Select "Order." From here you'll need to fill out the following options.
Bill To Address - The billing address for the customer. This should already be filled in
Ship To Address - The name and address of the person receiving the order
Dropship To Address - For resellers. This makes the "Ship From" as the address provided instead of your own store.
Make Sure to click Save Addresses before continuing
Payment- Select the payment method. Customers will not be charged until you manually run the credit card. This is merely for documentation.
Job Name - The name you will associate with the order.
Copy From Another Product - This allows you to 'pre-fill' the Custom order using the template from an existing product. If you choose not to use this you'll have to manually add each option.
Product Name - The name of the product. This does not have to be exact but closer is better. This is, again, for your documentation.
Product Type - What type of product this is. (i.e: Printing, Design, Promotional Item, ect.)
Action Required - Click this to note on the order that it requires additional action.
This is a Custom Design Order - Click this to note the order as a design order.
Tax Exempt Product - Click this to note this as a tax-exempt order
Configuration - This is where you'll set up the product.
Standard Options - This is where most standard options are located. If you pre-fill you'll usually see paper type, turnaround, and so-on. Click the green "Insert A Standard Option" button to add additional options. By default Size and Quantity are the options.
Option: The name of the option
Value: The value of the option. Quantity numbers, order size, turnaround and other numbers go here.
Price: The price of the order. This is the price the customer sees
WS Price: The WS price of the order for your own documentation. The customer does not see this.
Cutoff Time: The time your store cuts off printing in military time.
Production Time: The time extended cutoff ends and your actual production starts in military time
Turn. Time: How many hours the production will take. Note that this determines the Estimated Completion Time. If you don't want an option to add additional time to the production leave this as 0.
Additional Options: Non-standard options such as folding, perforation, or rounding
Product Total: Shows the final price.
Estimated Product Completion: Shows the estimated day the order will be finished based off Cutoff, Production and Turn. Time.
Product Boxes: How many boxes and their total weight are estimated to be in the product. This does not need to be entered but will impact the shipping cost.
Layout Options: Allows you to set if this is being done in-house on a layout, in-house without a layout or outsource.
Special Instructions: Special notes for the production staff go here. Note that customers can see this.
Shipping + Order Calculated Total: The total cost for the product
Shipping Method: Select if it is being picked up or shipped. If it is an order that does not need shipping (such as a graphic design) select Special instead.
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Double check every bit of information you put in. Anything that is wrong could cause serious product delays. Make sure to fill in all red boxes. |
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