[intro]Here, you’ll learn how to create both Quotes and Manual Orders using the Orders Section on your EKM online shop.[/intro]

[summary]

• Creating a Quote
• Creating a Manual Order

[/summary]

For some industries, providing customers with quotations is essential, so you may find it helpful to create Quotes on your EKM online shop, which can then be emailed to prospective customers.

Creating a Quote

1. From the Orders page, click Add Order in the top right-hand corner:

2. On this page, you can begin to build the order. If the customer you are creating this order for already has an account on your EKM online shop, you can search for their details - name or email address - using the search bar on the left-hand side:

[tips] Alternatively, you can click Browse to view all of the customers' details on your EKM online shop to locate your customer that way, or if they’re an entirely new customer, click Add New Customer:[/tips]

3. The left-hand side element will be populated when you have located your customer’s details. Your next step is to add products to the order. You can do this by using the Product search bar or clicking the Browse button to find items that way:

4. In the window that appears, you can use the search bar to locate a product or click the Name button to search according to Category or SKU. Use the drop-down menu to select which of your existing Delivery Methods you would like to apply to this order before clicking the green Apply button: 

[tips]You can add an SKU to your products using the Product Attributes feature. You can do this manually or in bulk by following the steps in this guide. [/tips]

Repeat this process until you have added all the items to the order. Now you need to scroll down to the Payment element and click Add Delivery on the left-hand side:

5. In the window that appears, use the drop-down menu to select which of your existing Delivery Methods you would like to apply to this order before clicking the green Apply button: 

6. If you have any Checkout Questions set up on your checkout flow, scroll up to provide the answers for these on your customers’ behalf:

7. Now you can click the Save As Quote button in the bottom right-hand corner:

8. In the window that appears, you’ll see the quote, which is all ready to send to your customer. It includes the order number within the subject line and a button that the customer can press to complete this order should they wish to. Click the green Send button in the bottom right-hand corner to send this email to your customer:

9. You’ll now see that the Type of order has been amended to Quote and is awaiting payment from the customer. This can be done via the link in the email you just sent to them, or if they contact you, you can click the green Take Payment button in the top middle of the page:

[remember]You can amend the default text in quote emails on the Outgoing Emails page within Shop Settings.[/remember]

Creating a Manual Order

1. From the Orders page, click Add Order in the top right-hand corner:

2. On this page, you can begin to build the order. If the customer you are creating this order for already has an account on your EKM online shop, you can search for their details - name or email address - using the search bar on the left-hand side:

[tips] Alternatively, you can click Browse to view all of the customers' details on your EKM online shop to locate your customer that way, or if they’re an entirely new customer, click Add New Customer: [/tips]

3. The left-hand side element will be populated when you have located your customer’s details. Your next step is to add products to the order. You can do this by using the Product search bar or clicking the Browse button to find items that way:

4. In the window that appears, you can use the search bar to locate a product or click the Name button to search according to Category or SKU. Use the drop-down menu to select which of your existing Delivery Methods you would like to apply to this order before clicking the green Apply button: 

[tips]You can add an SKU to your products using the Product Attributes feature. You can do this manually or in bulk by following the steps in this guide. [/tips]

5. Repeat this process until you have added all the items to the order. Now you need to scroll down to the Payment element and click Add Delivery on the left-hand side:

6. In the window that appears, use the drop-down menu to select which of your existing Delivery Methods you would like to apply to this order before clicking the green Apply button:

7. If you have any Checkout Questions set up on your checkout flow, scroll up to provide the answers for these on your customers’ behalf:

8. Now you can click the Save As Paid Order button in the bottom right-hand corner:

9. In the window that appears, you can select which Payment Method you’d like to use on this order before clicking the green Create Order button on the bottom right-hand side:

10. Take payment from your customer, and you can now manually amend the Order Status from Pending to Processing:

[more]

• The Orders Section

[/more]

[contact] If you need our help with your EKM online shop, contact your Ecommerce Expert or the Customer Support Team, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions Board. If you have a non-account-specific question to ask the EKM Team, join us in the EKM Community. [/contact]