How Do I Place a Single Page Phone Order?
Beginning with version 8.1 of the Shift4Shop software, you will be able to place phone orders using a single page interface.
You will then be presented with the following view:
Selecting Items for the Order
To begin the phone order:
Note that this action does not create a full product on the store but rather uses a generic product listing on your store's database. The name, ID, weight and price you specify during this step will only be used on the individual phone order itself.
This function should not be used to create actual product listings on your store. Instead it is intended for phone order situations where the purchase being made is for an arbitrary item. (i.e. a one-off product, service, or miscellaneous fees)
Be aware, however, the Phone Orders Custom Price setting will not apply Quantity Discounts to the phone order.
Selecting a Customer record for the order
Unlike the "Add New Item" link decribed in the previous tip, this action will create a full customer record.
Selecting Shipping & Payment
Once you've selected the customer record for the order, their information will be populated along with order totals.
This will also open up the sections for selecting the Shipping and Payment options on the order.
For each selection, the Order Total will refresh to update with the new additional costs as they are selected
Additionally, if the order is applicable for Shipping Insurance, you can also select these options as needed.
Finally, at the bottom of the page you will see an "Additional Information" section where you can add internal and external comments to the order as well as answer any checkout questions you might have set up on your store. To view this section, click on the "Hide/Show" icon to expand the view.
Note that the dollar/percentage discount will appear on the order as its own separate line item in the list of items purchased whereas a coupon code discount will appear in the order total sumamry. Also note that the dollar/percentage discount will only work on orders completed in the Phone order interface. If you would like to apply a discount to an order that the customer will complete on the store front, please consider using the Apply Coupon option instead.
Once you are ready to finish the order, click on the "Complete Order" button located at the very bottom of the page.
You will be presented with the order summary and link buttons to print the invoice and go to the order in your Online Store Manager to finish processing it.