Creating orders is a critical step in the sales process for several reasons:
Formalizes Agreements: Ensures that product selections, pricing, and terms are clearly documented, reducing misunderstandings.
Streamlines Fulfillment: Helps to quickly move from agreement to delivery, improving customer satisfaction.
Improves Inventory Management: Tracks product allocation, helping maintain accurate inventory levels.
Supports Financial Operations: Facilitates accurate billing and payment tracking, contributing to smooth financial processes.
Enhances Sales Performance Tracking: Allows you to monitor and analyze sales activities, aiding in strategic decision-making.
These benefits collectively contribute to better business operations, customer satisfaction, and overall growth.
At WizCommerce, you can place orders based on your platform access. If you have sales rep access, you need to send the created order for approval. It will stay in a pending status until it is approved by the platform's manager or admin.
There are three different ways to place an order:
Order via Dashboard
Order via Dashboard
The first method to create the order is from the Dashboard.
Steps:
Click on “Create Order” on the dashboard
Select the “customer” from the top right corner
Select the customer for that you want to create a quote.
(You can add new customers as well)Add to cart the shortlisted products
Go to the Cart
Click on “Create Order”
Confirm order creation by clicking on “Proceed”
Check the customer details like
Name
Contact Number
Click on “edit” present with each section to edit the details like
Billing Address
Shipping Address
Email
Order Details
Add the notes if required
Add Shipping Method
Add discount, shipping charges, tax, and additional charges
Click on “Submit Order”
Your order will be submitted to the customer.
Order via Product Page
Order via Product Page
The second method to create the order is from product section.
Steps:
Select the “customer” from the top right corner
Select the customer for that you want to create a quote.
(You can add new customers as well)Add to cart the shortlisted products
Go to the Cart
Click on “Create Order”
Confirm order creation by clicking on “Proceed”
Check the customer details like
Name
Contact Number
Click on “edit” present with each section to edit the details like
Billing Address
Shipping Address
Email
Order Details
Add the notes if required
Add Shipping Method
Add discount, shipping charges, tax, and additional charges
Click on “Submit Order”
Order via Sales Section
Order via Sales Section
The third method to create the order is from sales section.
Steps:
Click on “Create Order” on the dashboard
Select the “customer” from the top right corner
Select the customer for that you want to create a quote.
(You can add new customers as well)Add to cart the shortlisted products
Go to the Cart
Click on “Create Order”
Confirm order creation by clicking on “Proceed”
Check the customer details like
Name
Contact Number
Click on “edit” present with each section to edit the details like
Billing Address
Shipping Address
Email
Order Details
Add the notes if required
Add Shipping Method
Add discount, shipping charges, tax, and additional charges
Click on “Submit Order”
Tip: When submitting the order, you can keep your internal team in the loop by adding their email ids in the "send email to" option. This feature ensures that multiple stakeholders are kept on the same page.