Use this guide to find information on How to create a new order in Bemakers platform
The process includes selecting an already existing customer and the products.
Let's get started!
To create an order you will need to select customers, products, and shipment costs. Thus we have structured the steps based on those categories.
Go to the Orders page (1) and select Create new order (2) on the top right.
Select the Customer you are creating the order for. If you haven't created a customer, you can see how to create a new customer here.
After you have selected the customer, you will be able to edit the Delivery method, shipping, and billing address details, once you are done, click next to select the products.
You can choose between 2 delivery methods:
- Ship to the customer: Use a courier to send the goods to customers
- Click and Collect: Allow the business or consumer to come to you to pick up the goods
The shipping address is based on the address you created for the customer. If you need to make any changes, simply click edit.
By default, we use the shipping address for the billing address, if you need to add a different address, click on edit.
Select the products you would like to add to the order. If you haven't already created the product, you can see how to create a new product here
Once you select the product, you will be prompted to inform the quantity, price, and discount amount (if any).
Indicate the quantity of the product. Please keep in mind that if it's a bundle, the quantity refers to the number of bundles.
The price is set automatically from what it was set when created. However, they are still editable.
If you choose to give any discount, here is where you apply it.
Under shipment, you can adjust the weight, delivery method, and shipping price.
The weight is automatically calculated based on the products you have added to the order. Depending on the final weight of the order we automatically select the appropriate shipping method.
Based on the weight of the goods, BeMakers will automatically select the appropriate format to ship with, if you don't agree, you can select the one you find appropriate.
Choose the Carrier
The carrier option will appear based on the country the goods are sent from, delivery destination and shipping format (parcel,half pallet, pallet)
If its a parcel, you can select if it should be sent to the destination address or a collection point. This has an impact on the pricing of the shipment.
Shipment prices estimation
If the shipment is a parcel, you will have the option to decide if you should send it directly to the customer or to the nearby service point.
Customer price for shipping
You can select a custom price you would like to charge for delivery or if it should free shipping
Here you will get an overview of all the details of the order. Take the time to review the information and submit the order!