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Entering a Customer Phone Order

Overview:

Acenda makes it easy for your Customer Service department to enter a Phone Order saving you valuable time.

To create a new order directly within the Admin Tool follow the steps below:

1. From the Acenda dashboard click Orders
The ORDERS page displays.
2. Click New Item

3. Locate the Customer panel:

  • Search for Customer OR
  • Click New Customer
4. Search / Add Products to the order

5. Adjust the quantity and price for each item.  

Note: You can override prices (eg. for special pricing); however this may present a financial risk/exposure for your organization.  We recommend adjusting User Permissions to prevent abuse.

6. Select the Shipping Method
7. Enter the Payment Information
 You can also Save an order for later. This is useful if a customer wants to call back later to complete.  Simply click the Save button.  Then find the order on the Order list page: Admin > Order and finalize payment.
8. Enter a Coupon Code (optional)
9. Click Save

 

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