WebSphere Commerce EnterpriseWebSphere Commerce Professional

Creating an order

You can use the IBM Sales Center to create an order for a new or existing customer by beginning with a new order. Alternatively, you can create a new order based on the information in an existing order or quote. You can also modify many of the details in an existing order (such as item quantities, shipping addresses, payment methods, and so on) after the order is submitted but before all items in the order have been fulfilled. This section explains how to create an order.

Procedure

  1. Log on to the IBM Sales Center.
  2. Select a store.
  3. Optional: Find a customer.
  4. Perform one of the following actions:
    • Right-click the store or customer in the Stores view, and then click Create Order (Ctrl+O).
    • Select the customer in the Stores view, and then click Order > Create.
    • In any customer editor, select the Orders page and click the New button
  5. Perform one of the following actions:
    • If no customer is identified on the Order page, you can click Find to open a page that you can use to find and select a customer
    • If no customer is identified on the Order page, you can click Guest customer to indicate that this is a guest order.
    • If you have indicated that the customer is a guest customer, and you want to register them, you can click Register to register them.
  6. Select the channel for the order from the Business channel list.
  7. Go to the Order Items page.

    Tip: Use Ctrl + PageUp and Ctrl + PageDown to switch between pages in the editor.

  8. Perform one of the following actions:
  9. Optional: Review any related products that appear in the Merchandising Associations view with the customer, and add associated items to the order if the customer requests that you do so.
  10. Optional: Review any promotions that appear in the Marketing Promotions view with the customer, and make any changes to apply the promotions if the customer requests that you do so.
  11. Optional: Expedite any order items that need to be shipped immediately.
  12. Optional: To request that two or more items ship together, perform one of the following actions:
  13. Click Apply to apply the order items to the order.
  14. Click on the Payment page.
  15. Click Add in the payment section to open a page that you can use to add a payment to the order.
  16. Add payments as described in the last step until the status message in the payment section indicates that all of the order's charges are covered by the existing payments.
  17. Optional: Click Shipping to open a page that you can use to view the details of the shipping charges associated with the order and override the shipping charges if you are authorized to do so.
  18. Optional: Click Adjustments to open a page that you can use to view the details of any adjustments to the order.
  19. Optional: Select Confirm by e-mail to send an e-mail confirmation to the customer when the order is successfully processed.
  20. Optional: Enter a payment order number in the PO Number field.
  21. Optional: On the Comments page, add comments to the order.
  22. Click Submit.