Plugin: backend orders

Version

5.5.0 or newer

Table of contents

Introduction

The backend orders plugin is ideal for creating orders from the backend. In case of your customers call, fax or email you and want to buy something, you can easily place the order via backend. The module is also able to classify the incoming orders by type in the anlysis module.

How can I get it?

You can get the plugin Backend Orders in our Store.

Plugin settings

After installing the plugin you can setup it directly in the plugin page or via Configuration > Basic settings > Additional settings > Backend orders:

 

Guest account e-mail

This email is used for guest accounts (1), which are created when your customers don't have an account in your shop and want to order by phone for example.

 

Desktop types

With the desktop types (2) you can set the channels on which the orders come in, for example, phone, fax or email. Different entries have to be seperated by a comma (,).

Create an order

 

After installing the plugin you get the additional button create order (1) in the order overview to place orders via backend.

 

Create a new order

 

At first create a user account (1) or a guest account (2) or simply search for an existing customer (3).

 

Customer details

 

Billing address

Via the dropdown in billing address (1) you can choose an existing billing address for your order.

 

Shipping address

If the shipping address is the same as the billing address, press the checkbox. If not, you can choose an existing shipping address(2) in the dropdown.

 

Payment method

This dropdown chooses the payment method (3) of this order, just choose an existing payment method here.

 

Order information

Shipping costs

Choose the shipping method (1) you want to ship with, the shipping costs will be entered automatically. If you want to override the default shipping costs, you can do this in shipping costs (2) and shipping costs net (3).

 

Additional information

In the free text fields (4) you can set the free text fields if you work with them. Additionally you can set the device type (5), this is the channel, over which the order has been placed (phone, fax, etc.).

 

Positions

 

Adding a position

By clicking Add (1) you can add the desired positions to your order. By clicking Add discount (2) you can add an individual discount to this order. You can aonly add one discount per order.

 

Article number

In Article number (2) you can search for the items you want to edit. Here you can search for the ordernumber and the item name itself. After adding this field is filled with the ordernumber.

 

Name

The Name (3) field can be used for searching items by name. Here you can also use ordernumber or the name. After adding, the item name will be place here.

 

Quantity

Type the desired quantity (4) of your item here.

 

Price

The Price (5) is filled by the module, but can be overwritten for this order by clicking in the field.

 

Total

Total (6) shows the sum of this position.

 

Tax in %

Tax in % (7) shows you the tax rate which is used for this item, if you want to, you can change it here.

 

Instock

Instock (8) shows you the amount of items in stock.

 

Actions

Each position has action buttons (9). By clicking delete position you delete this position for this order. For own safety, you have to confirm that. Clicking open item the items detail page will open.

 

Cart value

The Cart value (10) shows the amount of your order live. After any action, it will recalculates itself.

 

Add discount

The discount is using four settings:

  • Type: (1) Choice between an absolut and procentual discount
  • Tax: (2) Which tax is used on the discount
  • Value: (3) The value of the discount
  • Name: (4) The name of the discount, which will be displayed in the order confirmation or the order documents.

 

 

The discount (1) is displayed like an article, but can not be altered afterwards. To change aspects of a discount you have to delete the old one and create a new one right away.

 

Create (and new)

In the lower right corner you'll find three buttons to cancel or create the order:

Create and new (1): issues the order and directly opens the backend order window again. This is most sensible if you plan on making up several orders in a row.

Create (2): issues the order, closes the current window and opens the order's details page.

Analysis

Our comfortable analysis gives you a nice overview of the amount of orders which have been places by the different devices.

The analysis can be opened via Marketing > Analysis > Analysis > Turnover by device type

 

Shop

With Shop (1) you can choose a shop for your analysis.

 

From/To

This sets the date, which you can filter by. Just choose From (2) and To (3) to filter the result.

 

Update

By clicking Update (4) the result will be udpated.

 

Export

This will export (5) your filtered result as a CSV file.

 

Display as table/chart

This is a view switch to switch between chart / table (6).