Create Order for New Customer

Manual Orders

Use the Next Topic and Previous Topic arrows,  and ,  in the Navigation Pane of the Knowledge Base to read about each phase of creating a manual order in sequence. (The buttons are actually white on the black background of the Navigation Pane.)


  • The Manual Orders screen can be accessed by:
  1. Main Menu > What would you like to do? > Create a New Order Button (unless the user has selected it to open the Point-of-Sale screen)
  2. Main Menu Accordion > Create a New Order
  3. Main Menu Accordion > Process My Orders > View and Process My Orders > Accordion Menu >Order > Add Order
  • The purpose of this screen is to manually enter orders that are received by mail, fax or phone.
  • If the merchant has a brick and mortar store with walk-in customers, the Point-of-Sale system offers a more sophisticated, cash register-like interface for entering and processing orders.
  • Select a link (top) or a button (bottom) in the right-hand pane to move through the various phases of placing a manual order, or click the links at the top of each screen (Customer, Items, Billing Shipping, Message/Notes, Custom, Payment or Summary).

Description of the Screen

Manual Orders screen

Quotes Button

  • opens the Quotes screen
  • returns the user to the Manual Orders: Customer screen

View Button

  • leaves the Manual Orders screen and opens the Process Orders screen
  • the program asks if the user wishes to view the last Manual Order placed

Cancel Button

  • the program prompts the user to confirm the cancellation of the potential order before removing all information entered at that point
  • returns the user to the Manual Orders: Customer screen

Close Button

  • this button returns the user to the Main Menu
  • if order information is entered by not saved, the program prompts the user for confirmation before deleting it


Sales Person Drop-down List

  • select a sales person from the list
  • use the List Maintenance feature to define sales people
  • this data is used by the Sales by Salesperson report
  • the program can automatically set this field to the current user, if the security system is enabled
  • other related system parameters

Amount to use:  Radio Buttons

  • choose In Stock to apply the current payment method only to the items that are presently in stock or Full Amt to apply the current payment method for all of the items on the order

Pub. Weight Field

  • displays the weight of the item as published on the web site
  • it may include estimated packaging costs
  • the user may instead choose to display the product’s actual weight  parameter ManualOrdersDisplayWeight = Actual Weight

Product Total Field

  •  the total (extended) price for the items in the order

Surcharges Field

  • any additional fees that the merchant may charge for this purchase

Discount Check box

  • a reduction in price usually based on volume purchases; can be a set dollar amount, a percentage of the entire order or the cost of the item plus a flat dollar amount the merchant chooses to apply to this customer’s purchase

Coupon Field

  • a pre-defined reduction in price coupons are generally temporary by nature, only being honored for a specific date range the merchant applies to this customer’s order

Subtotal Field

  • the total of all product prices, prior to shipping costs and sales tax being calculated

Taxable Check Box

  • the amount of sales tax that will be applied to this order

Shipping Check Box

  • the cost of shipping the products to the customer
  • to manually add a shipping cost to a manual order, you must select Amount to use: In Stock before the amount can be entered in the adjacent field

Grand Total Field

  • the total dollar amount charged for the current order

Carry-Forward Field

  • if the customer has credit from a previous order, and the program is configured to carry that amount forward see parameters AllowCarryForwards, CarryForwardsAddNotes, and CarryForwardType to subsequent orders, the available amount is displayed in this field

Amt. Recv’d Field

  • this field contains the amount received by the merchant at the time the payment transaction was processed
  • the value of this field changes when payment information is processed at the Payment screen
  • this field indicates the total amount owed by the customer, or “Balance Due
  • if the entire payment amount is received, the label will read “Paid in Full
  • if the customer is owed money it reads “Credit Due

Right-Hand Pane

  • The contents of this pane change as the user goes through the process of creating a manual order.
  • Click the links across the top of the screen Customer > Items > Billing > Shipping > Message/Notes > Custom > Payment > Summary to step through each section, or phase, of placing a manual order. (Using these links, it is possible to jump between different phases, out of their normal sequence.)
  • Another method of navigating between phases is to use the “Continue to..” or “Back to…” buttons at the bottom of each section, however, they only follow the normal sequence of steps.
Updated on June 20, 2019

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