How do I place a Phone Order?
There may be times when you need to process an order for your customer manually rather than having them navigate through your store to place the order. The reason could be that the customer has visited your brick and mortar store or perhaps they are having trouble accessing your site due to random Internet connectivity issues. Whatever the reason, you can process the order for your customer manually directly from the Online Store Manager itself. We call this feature a "Phone Order."
To place a Phone Order:
Log into your Shift4Shop Online Store Manager and, using the left-hand navigation menu:
To avoid this possibility it is usually best to create discounts on phone orders using the coupon code field instead.
Once the order is placed, an invoice is created as usual. In essence, a phone order is no different than an order placed on your site's store front. However, without having to do the normal navigation, it may be more efficient for you as a merchant.
Shift4Shop also allows you to set custom prices on items when placing a phone order. As you add items to the phone order, you can set the price manually to be a discounted (or increased) price as needed before completing the order.
This option is not automatically enabled but you can enable it with the following steps:
Within this page, you will see a series of checkboxes and settings. Look towards the bottom of the page's left hand area and you will see a section labeled "Other Options."
With this setting enabled, the price display on the products (when placing a phone order) will be featured as an open text field which will allow you to edit the price of the item as needed. You can then complete the phone order and it will honor this custom price for the item(s) on the order. (Subsequent phone orders will revert back to the item's default price after completing the altered phone order.)
Also, be aware that promotional discounts set with either of the "Excluded Items" option settings (in the promotion rules) will not work with phone orders when the custom price setting is enabled.Also note that the Discount function only works on the phone order interface. It will not apply to the order using the browse store link either. For discounts on Phone Orders that you'd like the customer to complete on the store, please consider using the Apply Coupon option instead.