Duplicate and create orders manually
Manually creating orders is a good way of capturing sales in, for example, customer service calls. In the Brink Commerce Merchant Portal, there are two ways to manually create orders: starting from scratch or creating an order based on an existing one.
Manual order creation lets you:
- Create a new order from scratch
- Create a new order based on an existing order
- Send a ready-to-go checkout session to the customer
Method 1: Create an Order from Scratch
1. Navigate to Orders
- In the Merchant Portal, go to the Orders section.
- Select Create Order from the menu.
2. Select Store Group and Store Market
- Choose the Store Group and Store Market for the order.
3. Add Product Variants
- Click Add Product Variants.
- Scroll through or use the search bar to find the product you want to add.
- Adjust the quantity if necessary.
- Click Add to add the product variant to the new order draft.
4. Repeat for Additional Products
- If you need to add more product variants, repeat the steps above.
5. Apply a Discount Code (Optional)
- In the order draft pane, If a discount code is applicable, enter it in the discount field and click Apply.
6. Select Payment Provider
- Choose the payment provider from options like Klarna, Walley, or Qliro, etc.
7. Select Shipping Provider
- Choose a shipping provider, such as Ingrid or nShift.
8. Enter Terms and Conditions URL
- Provide the URL for your company’s terms and conditions.
9. Review and Confirm
- Double-check all details: product variants, quantities, discount codes, payment, shipping, and terms.
10. Create Checkout URL
- Click Create Checkout URL.
- A checkout session URL (web link) will be generated. In the dialog box that appears, you can copy the URL to send to the customer.
11. Customer Checkout
- When the customer opens the URL in a web browser or clicks it in another app, they will be taken to a checkout session where they can fill in their details, including shipping and payment options.
Method 2: Create an Order Based on an Existing Order
This method is useful if a customer wants to reorder the same items from a previous order.
1. Navigate to Orders
- Go to Orders > Show Orders.
2. Search for the Order
- Use the search feature to find the order you want to replicate.
- Once found, copy the order reference by clicking the copy icon next to it. You can do this directly in the search results or within the order details.
3. Create Order from Existing Order
- Go to Orders > Create Order.
- Select Create Order from Existing Order.
- Paste the copied order reference into the Fetch Order field and click Fetch Order.
4. Review Fetched Order
- The order details will appear, including:
- Email used for the order.
- Store Group and Store Market.
- Order Date.
- Total Order Value.
- You can also view the individual order lines and check product availability.
5. Import Order
- If everything looks correct, click Import Order.
- A new order draft will be created.
6. Edit Order Draft (Optional)
- You can delete any unwanted product variants or change the quantity if needed.
7. Set Payment, Shipping, and Terms
- Just like in the first method, select the payment provider, shipping provider, and enter the terms and conditions URL.
8. Apply Discount Code (Optional)
- If applicable, enter and apply a discount code.
9. Create Checkout URL
- Once everything is set, click Create Checkout URL and send it to the customer.
Dupicate order
The Duplicate Order function in Merchant Portal allows you to quickly create a new order based on an existing one. This is particularly useful when a customer wants to reorder the same items. The Duplicate order function follows the same flow as creating a new order from an existing one - as seen above here. Here’s how to duplicate an order in Merchant Portal.
Steps to Duplicate an Order
1. Navigate to Orders
- In the menu, go to the Orders section and click on Orders.
2. Find the Order
- Use the search field to find the order you want to duplicate.
- Once you’ve located the order, click on it to view its detail page.
3. Access Duplicate Order Option
- On the order detail page, click the Actions button located in the top right corner.
- From the dropdown menu, select Duplicate Order.
4. Proceed with Duplicating the Order
- You will be taken to the order creation flow, similar to creating an order from an existing one.
- Follow the same steps as outlined in the “Create Order from Existing Order” process to finalize the duplicated order.
