Order from stock and telephone orders
To manually create an order from stock use the order from stock option. You can also use this option to take a telephone order or deal with your trade customers.
1. Click the order from stock button
To place an order for a customer from the customer screen, click the order from stock button.
2. Create a quick SKU if required
You can create a new SKU if you wish to make a quick sale for a product that isn’t in your inventory already.
3. Enter the details required
Enter the information required and click Save. Adding a quick SKU is used usually for one off product sales that you will not use again.
Using this feature creates a new inventory item and adds the number of items to stock that you have typed into the order quantity field and then immediately allocates those to the order. The stock in and out will be recorded in your stock inventory.
4. Use quick search
You can also use the quick search boxes to find a product from your inventory by SKU.
5. Search by name
If you prefer you can search by product name.
6. Select the required result
Select the required product from the list.
7. Add to Basket
And add the required number of items to the basket.
8. View products categories
Click view to expand the product category you require.
9. Select the product
Click on the image for the product you wish to add to the order. Please note that if a product range contains several colours you may not see the correct colour image, as CCP picks the first image from the first product in the range to display here.
10. Enter the quantity in the box required
Enter the quantity required. You can enter numbers into multiple boxes if required. If there are other products in the range they will all be available in here.
11. Click confirm to add order
Click the confirm button to add the order items to the basket.
12. Select postage as required
Select from your postage rules and apply postage charges.
You can also overtype the postage charge after applying the rule and change the price to a different one.
13. Add a reference or note
You can add a reference or note. This will appear on invoices.
14. You can overtype other fields
There are several other fields you can manually edit to override the values.
- Discount Net
- Discount Gross
- VAT Rate
15. Enter manual values
Enter the values you wish to change.
Click the Complete button to process the order.
16 Order Templates
If you have customers that require a repeat order on a certain schedule you can use the Scheduled Order function. If you click the Order Template button this will save the order details to help you create a repeat order.
17. Template Confirmation
You will see the template confirmation screen and can then press the edit button to configure a schedule for the repeat orders.