While we try to ask customers to place orders through the website themselves to ensure correctness with the order/delivery details and also for speed of processing, at times we do place orders manually for customers. Examples where this may occur include when the customer is old, unskilled on the computer, or has a large corporate order.
To put through a manual order follow the steps below. Note for Beer Clubs these should be processed through the front-end of the website.
1. Go to Orders > Add
New Customers
2a. If the customer is a new customer select New, enter an email address and password (use cartelDATE e.g cartel060616). Do not select a customer group.
3a. For new customers you will need to enter their Billing Details, for their date of birth unless you have been advised of this type: 01/01/1970 (this was the DOB default Randem used when originally adding customers to the website).
Existing Customers
2b. If the customer is an existing customer select Existing and find them by typing their name, company or email address
3b. For an existing customer you will can select their existing billing information (click use this address). Untick Save to customer's address book (otherwise this address will get entered into the BigCommerce database multiple times).
4. Find the product you want to add via search. Select the correct pack size, quantity and product type. Click Add item. Repeat for each individual product. Note Beer Club orders should be placed through the front-end of the website.
5. Once all products have been added click Next. (Note if there is insufficient stock available on the website this will need to be added first).
6. Select the Billing Address if this is to be the same as the Shipping Address, otherwise enter the shipping details.
7. Shipping Method - click Fetch Shipping Quotes. Choose Australia Wide Shipping or In Store Pickup as appropriate. If a shipping discount has been offered for a large order then select Custom and enter the amount.
8. Click Next.
9. Enter any delivery instructions in the Order Comments box, e.g. leave at front door if no one home.
Put the order through eWay:
New Customers
10a. Login to eWay
11a. Click Payments> Manual Transaction
12a. Enter the Customer Name, Email, and Reference (e.g. BC Email Order)
13a. Enter the Card Holder's Name, Credit Card Number, Credit Card Expiry, CVV2 (3 digit number on back of cards, 4 digits on front of Amex)
14a. Enter the Total Amount based on the Grand Total in Bigcommerce
15a. Click Process Transaction
Existing Customers
10b. Login to eWay
11b. Go to Reporting > Transaction Report
12b. In the Keyword / Transaction ID box enter the customer's email or other identifier.
13b. Select duration to include period since their last order and click Search.
14b. On the past order that comes up click Action>Charge Credit Card Again
15b.Enter in reference (e.g. BC Email Order), Enter the Total Amount based on the Grand Total in Bigcommerce and click Recharge Credit Card > Confirm.
Once Approved
16. Once Approved, copy all transaction details and past these into Staff Notes in BigCommerce e.g:
Transaction Results
Status: Successful Transaction Number: 180437142
Response Message: 00 - Transaction Approved Total Amount: AUD 109.98
17. Then copy & paste the Transaction Number into Order Comments e.g. Transaction Number: 180437142
18. In BigCommerce in the Finalize Payment box select Manual Payment and tick Email Invoice to Customer.
19. Then click Save & Process Payment.
Process complete. The order can be printed and packed as per normal orders.
Other manual Payment Options
- Square, using Square reader &/or Square app/Square website
- Stripe using Stripe platform or through Survey Monkey
Stripe can also be integrated into a website using checkout plus you can collect delivery details etc
Stripe can also be used with Leadpages plus article here
.