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Create An Order For A Customer

In this article, you will learn how administrators create an order for a customer without asking the customer to place it themselves.

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Add a video showing New Order, customer search, customer selection, product shopping for the selected customer, cart review, checkout, and the order confirmation.

Before You Start​

Confirm the customer company, requested products, arrival dates, quantities, and any special notes. Use this workflow only when you are intentionally creating the order for that customer.

Start A New Customer Order​

  1. Open Orders.
  2. Select New Order.
  3. Search for the customer by company name, contact name, or email.
  4. Select the correct customer.
  5. Review the customer banner before continuing.
  6. Select Continue To Products.
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Add a screenshot of the customer search screen and the selected customer banner.

The customer banner is your reminder that the order will belong to the selected customer.

Shop Available Products​

  1. Choose the requested arrival date range.
  2. Search by product, variety, color, farm, origin, size, packing, or price range.
  3. Turn on product images when a visual check is useful.
  4. Enter the number of boxes requested.
  5. Select Add.
  6. Repeat until every requested product is in the cart.
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Add a screenshot of Available Products while ordering for a customer, with the customer banner, filters, quantity field, and Add button highlighted.

Review The Cart​

  1. Open Shopping Cart.
  2. Review product names, farms, arrival dates, quantities, prices, subtotals, and total.
  3. Update quantities if the customer changed the request.
  4. Remove any item that should not be included.
  5. Resolve stock or arrival-date warnings.
  6. Confirm the customer banner still shows the correct customer.

Place The Order​

  1. Select Checkout.
  2. Wait for the confirmation message. Stay on the same customer until it appears — switching customers while an order is being placed cancels that checkout rather than placing it against whoever is selected by then. Nothing is ordered and the cart is left untouched, so you can switch back and check out again.
  3. Copy the order number if your team tracks it elsewhere.
  4. Open Orders.
  5. Search for the order number.
  6. Confirm the customer, farm, items, quantities, status, and total.
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Add screenshots of the cart review and the order confirmation.

What Happens Next​

The order belongs to the selected customer. Floral Stock sends notifications to the configured customer and farm contacts. Continue with normal order review if the order needs confirmation, modification, export, or notification retry.

Troubleshooting​

  • If the wrong customer was selected, cancel before checkout and start again.
  • If checkout reports that the selected customer changed, the customer was switched while the order was being placed. No order was created. Review the cart now on screen and check out again.
  • If a product is unavailable, choose another product or arrival date before checkout.
  • If checkout fails, reopen the cart, resolve any new warnings, and try again.
  • If the order does not appear right away, refresh Orders and search by order number.