...
| Table of Contents | ||
|---|---|---|
|
Introduction
The Back End Order Entry (referred to as BEOE hereafter) is a web application allowing merchants to enter orders for customers. It is commonly used for phone and email orders and is popular among call centers.
Launching the BEOE
The BEOE is a web application and runs without plugins in any modern browser.
Navigate to:
| Panel |
|---|
Requirements
Location
Permissions
Limitations
Important Reminders
Requirements
You need a modern browser to use this web application properly.
Consider visiting http://browsehappy.com/ and comparing your browser to their list. If you are using an old browser, please upgrade.
| Note |
|---|
UltraCart Support will not respond to issues caused by old browsers. If you find an issue that cannot be replicated on a browser listed on browse happy, it will not be addressed. |
Permissions
A user (merchant owner or authorized user) must have "Edit Order" permission to use this tool.
Limitations
The BEOE does not handle the following:
- Auto Order Items (except Auto Upsell)
- Gift Certificates
- Affiliate Transactions
- Special Shipping Instructions
Important Reminders
- Calculate your shipping! Many fields affect shipping. Before you finalize your order, consider re-calculating your shipping to ensure it's accurate.
- The BEOE does not keep field values if you navigate away from the page. If you start an order, get half way through, and accidentally hit the back button, you'll probably lose your work. The BEOE is self contained and there is no need to navigate away from the page while entering orders.
Ways to start an Order
New Order
Click the New button at the top left of the screen to start a new order.
Clone Order
To clone an existing order, click the Clone button.
You'll be presented with a search form where you may search your orders for one to clone.
The Search will display a list of matching orders. You have three actions you can take for each result. You may view the order, clone it entirely, or clone it minus items.
Order Templates
Order templates were designed to pre-populate fields quickly. They are used heavily by merchants with physical stores taking walk in orders. The templates allow them to fill out most fields with "in store" details and quickly record a sale.
Creating a Template
Creating a template is easy. At whatever point you're satisfied with the information you've entered and wish to create a template, click the Save as Template button at the bottom of the screen. Give the template a short name and you're done.
The template will appear at the top of the screen as a button.
You may have up to 5 templates.
Using a Template
To use a template, just click the template button.
Deleting a Template
Click Edit Templates at the top of the screen, select the template you wish to delete, and click the Delete Selected button. If you need to change a template, delete it and re-save it.
Item Management
Manual Entry
...