Manage orders

Updated on 20-October-2016 at 10:16 AM

Business Catalyst End of life announcement - find out more details.

When visitors purchase products on your online store, an order is created in Business Catalyst. The order holds all the product, shipping, and payment details.

You can also manually create, view, and edit orders.

Create an order

You can create orders or quotes for existing customers.

  1. Select CRM > Search and find the customer record.
  2. Click the Orders tab, and then click New Order.
  3. Specify the order details and add products to the order.
  4. Do one of the following:
    • To create a quote, leave the Generate Invoice Number option deselected.
    • To create an order, click the Generate Invoice Number option.
  5. Click Save or Save and Finish.

Note: You can change a quote to an order at any time by selecting the quote and clicking Generate Invoice Number.

Search for an order

Do one of the following:

  • To search for an order using a known invoice number, select CRM > Search, and select the Orders option.
  • To view all recent order activity on the site, select CRM > Orders. Click the Filters menu to specify the report properties

Click View next to an order in the list to open.

Add and edit products in an order

  1. Search and view the order that you want to modify. See  Search for an order .
  2. Click Edit.
  3. Select a product from the Product menu, and specify the product properties.

    To add more products, click Add Another Product.

Add a tracking number and URL to an order

If you are using an external shipping provider that allows shipping tracking, you can provide a tracking number and URL with any order status updates.

  1. Search and view the order that you want to modify. See  Search for an order .
  2. Click Edit.
  3. Enter the tracking references in the AWB Number and Tracking URL fields.
  4. Click Save or Save & Finish.

To display the tracking number and URL in the Order Status Changed email, add {tag_awbnumber} and{tag_trackingurl}. See  Customize system emails .