An order can be created one of two ways:
- An order is generated when a customer purchases an item from your store.
- An order can be created manually from the Admin Interface for your store.
This guide covers how to create a manual order from the Admin Interface.
To create a new manual order, go into the Admin Interface, click the “Orders” tab, and click the “New Order” button.
Type the name of the product you would like to add to the order in the search field. A list of matching product and variant combinations will return in the drop-down menu. Select the product/variant option you want to add to the order.
The system will tell you how many of that product/variant you currently have on hand. Enter the quantity to add to the new order, and click the “Add” icon next to the item.
The system creates the order and shows you the line items in it.
Follow the same steps to add more products to the order.
Click the “Customer Details” link. You can either select a name from the “Customer Search” field if the customer has ordered from you before, or you can enter the customer’s email address in the “Email” field of the “Account” section. The setting for “Guest Checkout” will automatically change accordingly.
Enter the customer’s billing address and the shipping address for the order. You can click the “USE BILLING ADDRESS” checkbox to use the same address for both. If you do so, the shipping address fields will become invisible.
Click the “Update” button.
After you input the customer information, you will want to choose a shipping method. To do so, click the “Order Details” link in the “Order Information” section of the page.
The default shipping method for your store (if you have one) should already be assigned to this order. Depending on the items you added and the location you’re shipping to, there could be additional methods available. You may also have shipping methods that are only available for your site’s administrator to assign (in-store pickup, for example).
Click the “Edit” link next to the order’s shipping line.
Click the “Shipping Method” drop-down menu, and make your selection.
Click the “Save” icon to confirm your change. Your Spree site will re-calculate the shipping, any relevant adjustments, and total for your order.
The Spree shopping cart will automatically add the cost of the Shipping Method to your order as an adjustment - you can change or remove this.
To edit an existing order adjustment, just click the “Adjustments” link in the order summary, then click the “Edit” icon next to the adjustment in the Adjustments list.
To remove an adjustment, click the “Delete” icon next to it in the Adjustments list.
Confirm the deletion by clicking “OK”.
Opening and Closing Adjustments
Some types of adjustments - tax and shipping, for example - may re-calculate as the order changes, new products are added to it, etc. If you want to be sure that the amount of an adjustment will remain the same, you can lock it in place. This is also known as closing the adjustment.
Closed adjustments can be re-opened and changed, up to the moment when the order is shipped. At that point, the adjustment is finalized and cannot be changed.
To lock/close an individual adjustment, click the closed-lock icon at the end of the adjustment row.
Doing so will change the state of the adjustment to “closed”, and that change will then be reflected in the adjustments list.
To open an individual adjustment, click the open-lock icon at the end of the adjustment row.
If you want to open or close all of the adjustments on an order, just click the “Open All Adjustments” or “Close All Adjustments” buttons on the Adjustments list.
You can also add further adjustments - positive or negative - to the order to account for things like handling charges, store credits, etc. To add a new adjustment, click the “New Adjustment” button.
You need only enter the “Amount” (positive for a charge on the order; negative for a credit) and a “Description”, then click the “Continue” button.
For a fuller understanding of adjustments, please read the Developer Adjustments Guide.
Once you have finished all of the changes you want to the order’s Adjustments, click “Continue”.
If you are manually entering this order, it is presumed that you have received payment either in person, on the phone, or through some other non-website means. You can manually enter payment using any of your site’s configured payment methods.
Just click the “Payments” link in the “Order Information” section.
This form is pretty self-explanatory; you enter the amount of the payment, the method, and the credit card information (if applicable).
One thing to note is that you can enter multiple payments on the same order. This is useful if, for example, a customer wants to pay part of their order in cash and put the rest on a credit card. In that case, all you have to do is create the first payment for the Cash amount, check the “Cash” payment method (be sure you have it configured in your store first!), and click Update.
Then, click the “New Payment” link to enter the information for the credit card portion of the payment.
Don’t forget that you will need to capture the payment on the credit card (unless your store is set up to automatically authorize and capture a payment when it is made).
For more on payments, be sure to read both the Payment Methods and Payment States guides.