Creating orders in your ShopWired account

ShopWired provides the facility for you to create orders yourself through your ShopWired account.

You may choose to create orders within your ShopWired account, for example:

• If you receive an order over the telephone
• If you receive an order in person

Orders created through your ShopWired account are treated in the same way as any other order:

• The customer receives an order confirmation email
• When tracking stock, stock is deducted from products within the order
• The order appears alongside all other orders for you to manage

---

1. Navigate to Orders > Create order

2. If the customer already exists on your ShopWired account, you can select the record from the available list
   • Search for a customer by surname, postcode, or email address
   • Once you've located the customer record, select it from the list
   • You can change the accepts marketing setting for the customer here, which will update the customer record
3. If the customer doesn't already exist, select create a new customer and enter their details
   • Once the order is created, a new customer record will be created
   • If the customer has accepted to receive marketing communications, select the accepts marketing setting
4. If the shipping details are different from the billing details, select the Shipping details tab and configure the shipping information for the order

5. Use the option to select each product in the order
   • You can add out-of-stock products to an order
   • The current stock quantity is displayed
   • You cannot add inactive products to an order (inactive products will not appear in the list)
6. Select and configure any additional options for the product; only product variations are required
7. Use the quantity selection to select the desired quantity
8. Select add to order to add the product to the order
9. You can edit the price of a product in an order by selecting the edit option next to the price
   • Prices are either including or excluding VAT depending on your VAT settings
   • When selecting a trade customer, any trade price configured for the selected customer and product/variation is automatically applied

10. Select whether delivery is free of charge or paid
    • When selecting paid, select the delivery country and delivery rate
    • Select the custom delivery rate option to configure a bespoke delivery rate just for this order
    • When configuring a bespoke delivery rate, this is not stored on your ShopWired account
    • You can only select delivery rates applicable to the products in the order
    • When selecting a trade customer and using wholesale delivery, wholesale delivery pricing is automatically applied
11. If the customer has requested a specific delivery date, specify one using the Delivery date tab

12. Add any comments for the order in the Comments setting; comments added will be displayed to your customer on the order confirmation email, invoice PDF, and within their customer account on your website
13. When using order custom fields, you can configure any custom field data to add to the order

14. If you want to apply a voucher code and/or a gift card to the order, enter the code here
    • You can only apply a single voucher code to an order
    • Products can only be affected by a single discount, so the voucher code may not apply to products that have already been subject to another type of discount, read more here

15. Whether or not VAT is charged on the order will depend on the delivery zone selected
16. You can use the charge VAT and don't charge VAT options to add/remove VAT from the order
17. If you are using the disability VAT relief feature, select enable VAT relief for VAT to be removed from eligible products in the order
    • When selecting this option, it's advised to add information to the Order comments section to detail why VAT relief was applied

18. Select whether or not the customer has paid for the order:
    • Select this order is paid to send the customer the Order confirmation email and mark the order status as paid
    • Select this order is unpaid to send the customer the Offline order confirmation email and mark the order status as awaiting payment

19. If your ShopWired account is registered in the US, select the calculate sales tax option to calculate any sales tax applicable to the order

20. Select the create order option to create the order. A confirmation message will be displayed, and the order will appear on the orders page within your ShopWired account

---