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Creating Orders

Posted: Wed Feb 12, 2014 4:48 pm
by Skychan
I just installed and ran Broadleaf and to my disappointment there is no way to create orders from Admin (that I found).

My hope was for my client to be able to start processing orders with staff creating phone orders prior to the web site being built.

Is there a module or something that can be installed to give this functionality?

Thanks

Re: Creating Orders

Posted: Thu Feb 13, 2014 12:35 am
by Skychan
So as it turns out, there is a pretty neat way of doing this in Admin with the Enterprise Edition. While viewing a Customer record, a CSR can click "go to site as customer" and then go through the process of adding to cart and checking out for the customer (since it's over the phone).

I'm using the Community Edition so what I realized was that a CSR can take down the customer's info by creating a new, unregistered customer. Then CSR can go to the site, fill the cart and checkout as guest, filling in the info to checkout. This should work well enough. The point of filling out the customer's info as a new Customer object as well as filling in the checkout is to keep their info stored for easy access if they make a return or an error in shipment occurs or they come back as a repeat customer.

Probably all obvious to ecommerce veterans :P