Orders
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      3. Orders

      How to Create Manual Orders

      In addition to orders placed through your website, you can also create manual orders in ikas. Just follow these steps:

      1. Log In to the ikas Dashboard:

        Sign in to your ikas dashboard.

      2. Open the Orders Section:

        In the left-hand menu, click on Orders > Orders.

      3. Create a New Order:

        Click the Create Order button in the top-right corner.

      4. Enter the Order Details:

        A new window will open where you can enter all the required information:

        • Add Products:
          • In the Order Details section, you can add products to the order. Click the Search Product field and enter the product name.
          • A new window will appear where you can select all desired products. Then click Save.
          • The products will be listed, and you can adjust the quantity as needed. The total price will update automatically.
          • If a specific price lists should be applied to this order, it must be selected before adding products.
        • Add a Customer:
          • In the Customer section, you can enter the customer’s name if they already exist. Alternatively, you can click + Add New Customer to add a new one. You’ll find more information about this here.
          • After adding the customer, you can adjust their addresses. Select a shipping address and decide whether the billing address should match the shipping address.
        • Adjust Prices and Shipping Costs:
          • In the Order Summary on the right side, you can apply a price adjustment. Use the Increase/Decrease Price option to modify the total amount either as a fixed value or percentage, and assign a label for this adjustment.
          • While shipping costs for website orders are calculated automatically, you’ll need to enter them manually for manual orders.
          • Click Add Shipping, then enter the shipping company, shipping cost, and any tax information if applicable. Click Save when done.
        • Customer Note:
          • In the Customer Note section, you can add a comment or note regarding the order.
        • Add Tags:
          • In the Tag section, you can add a tag to help you manage and identify the order later. You’ll find more about order tags here.

      5. Save the Order:

        Once all information has been entered, you can either save the order as a draft by clicking the Save as Draft button in the top-right corner, or finalize it by clicking the three-dot button “…” and selecting Save and Order.

        If you wish to delete the draft, you can do so via the three-dot button “…” as well.

       

       

       

      💡 Check out the following article to learn more about managing orders in ikas:

       

      For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.