Take an order from a DM or a call
A customer says “I’ll take it” in your DMs? Create the order in a minute and send them the link to finish it.
In this lesson
- Create an order by searching your products
- Send the customer their order completion link
- Know what the customer sees when they open it
On this page — 3 sections
The New Order button is at the top of every page, on the dashboard and beside every DM conversation.
Create the order
Find the product.
Search by name, code, variant or barcode. In stock only hides what’s sold out. Use the arrow keys to move through results and Enter to add one.
Build the cart.
Everything you add to the Cart is reserved in stock straight away, so nobody else can buy it.
Optionally, add the customer.
Add customer is optional; the customer enters their own details when completing the order.
Picking up in person? Flip the switch.
Turn on Handed over in store, no shipping for collection. Otherwise the customer chooses delivery at checkout.
Press Submit Order.
The shortcut is Ctrl+Enter.
Send the completion link
Once submitted, you’ll see the Order Completion Link:. It lives on your shop’s own address, not the panel. Copy it and paste it into the customer’s DM.
The customer then goes through: order review, a one-time code to confirm their phone, delivery details, payment method, payment and confirmation.
Payment window
A manual order has a payment window like any other and is cancelled automatically if it isn’t paid. You set the timings in Order Management; see setting up payments.
Finished this lesson?
Mark it done to tick it off in the list and keep track of how far you’ve come.
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