Creating a New Order for a New Customer

Note: Screenshots are from Stone Edge Version 7.732, Access 2021, Windows 11 Pro
Note: Screen size can alter the layout of the manual orders screen. All screenshots were from a display with 1920×1080 resolution.

Overview

Creating a new order for new customers within Stone Edge is simple and easy to do. Note: The orders placed within Stone Edge can be attributed to a sales channel but will not send the order up to the web cart since no Web order is generated when the order is created within Stone Edge.

Prerequisites

• SKUs must be present within Stone Edge.
• Shipping needed to be set up to rate shop for shipping. See the setup Article here.
• Third-Party payment processors must be set up if you are planning on charging credit cards thru Stone Edge.
• The sales tax system must be set up internally or by a 3rd party partner.
  • Avalara Avatax
  • TaxJar
  • AccurateTax

Navigation

• Main Menu > Create New Order Accordion > Select Either “For a New Customer.”

OR

• Main Menu > Create a New Order Icon.

Creating a New Order

New Customer

1. Follow either navigation path described above you will direct to the manual orders screen.
2. The manual Order page opens on the “Line Items” tab
3. Find the “Bill to” section under “Customer Details.”
4. Enter new customer details.
   1. Include name/company + address.
   2. Include email if sending emails.
   3. Customer ID will be automatically created when the record is saved.
      
5. Click “Globe Icon” to validate the address.
6. Click “Profile Icon” to save customer information.
   

   Choose Shipping Address

7. Click the “paper icon” to copy billing information to shipping fields.
   1. Click the fields to change the shipping information.
   2. Click the “writing icon” to see previous shipping addresses (if applicable).
      
8. Click the “globe icon” to validate the address.
   

   Add Products

9. Find SKU to add to the order.
   1. Use dropdown/textbox to look up SKU (based on parameter ManualOrderSKUFieldType)
      
   2. Click “magnify glass” to open advanced search.
   3. Click “+” to add a new inventory item.
   4. Click “dot grid” opens a pop-up to add multiple items.
      
10. Choose QTY to add.
11. Enter any item-level discounts if needed.
12. Click “Add Item”
    
13. Edit/delete items if a mistake is made.
    1. Click “Delete” by clicking the “down arrow” next to the item on the left to remove an item.
    2. Click “Quantity” to change the number of items on order.
    3. Click “dollar amount” under the “Price” column to edit the price of an item.
       NOTE: You cannot edit the dollar amount under the “Total” column.

       

14. Repeat for all items being ordered.
    

    Choose Shipping Method

15. Click the “Payment” tab.
16. Choose a Cart if desired.
17. Choose shipping method -> Rate shop if desired.
    NOTE: Shipping Settings must be set up prior to order creation.
    (How to Setup shipping methods HERE.)
    • Will automatically change shipping amount in total if rate shopping (can manually remove)
    • Package size and weight must be entered to rate the shop. This will auto-populate if you have Weights and Dimensions for items and Boxes setup.
    • By selecting a shipping method, you can click the Magnifying glass to perform rate shopping without printing a label if you want to include Shipping at an accurate price.
      

      Extra Order Details

      Note: Optional, not required to complete order creation.

18. Coupons, Discounts, And Tax-Exempt ID.
    1. Use the dropdown to select a coupon for an order if desired (coupons created in settings -> order functions).
       
    2. Click the “Discount” checkbox to add order level discount in the order total area.
       
    3. Enter the Tax-exempt ID for the customer if applicable (unselect “Taxable” in order total area)
       
19. Order Message and Notes
    1. Click the “Msgs & Notes” tab.
    2. Enter any notes regarding the order.
       

       Add Payment Method

20. Click the “Payment” tab
21. Choose payment method with dropdown.
    1. Credit cards can be charged if the payment gateway is set up.
       • PayPal Payments Pro and PayPal Pay Flow Pro – Allow for Reference transactions.
       • Other payment gateways: Auth.net, Braintree,
    2. Outside payment can be recorded
    3. Create new methods in settings: Data Functions -> Payment Methods
22. Fill any required information
23. Click “Transmit” OR “Save”
    

    Submitting an Order

24. Click the green “checkmark” in the top-right corner to save the order.
    
25. A pop-up appears for print and approval options.
    
26. Toggle “Approve this Order” to automatically approve orders.
    • Optional to send an email confirmation with order approval. This can be used if you have completed the order and it does not need further review. So, a CSR can send an Email confirmation that their order has been processed.
27. Choosing the number of sales receipts and packing slips needed for the order can be done at this screen prior to approval.
28. If checked to print a Shiping label (only if the internal shipping system is setup)
    • Package weight and dimensions are needed for accurate rate shopping.
      
29.  Click one of the print options (blue buttons).
    1. Do not print -> Saves the order without printing.
    2. Print Now -> Saves the order and prints immediately.
    3. Print Later-> Saves the order and sends documents to the print queue.
30. Order will be saved, and a Stone Edge order number will be Created.
31. If the order is not approved, then you will need to approve the order in the “Process My Orders” screen. If the order was approved, then you can go to “Ship My Order” to pack and ship Your order.