Creating One-off Orders
- Go to the Sales page and click Create Order.
- Enter the customer's email and select the week/year.
- Click Add items to choose products, then Save.
- Click settle balance to charge the customer.
Adding Items Before Deadlines
- Go to the customer's profile and click Add items.
- Select the product, set quantity/frequency, and click Add to basket.
Cancelling an Order
- Go to the Sales page, select the week, and find the customer.
- Click View, change status to Cancelled, and click Settle balance to refund.
Cancelling Part of an Order
- Follow steps 1-2 of Cancelling an Order.
- Tick the item box and click Cancel item and Refund ordered products.
Manually creating one off orders
There may be times when a customer has missed the order deadline and an order needs to be added after the set order deadline for the customer. You can follow the steps below to create an order record for any given week.
Steps to manually create an order
1) In the GG admin navigate to Sales page
2) Click ‘Create Order’ in the top right
3) Type in the customers email address into the customer field
4) Select the week number and year you want to create the order for
5) In the order record that has been created click ‘Add items’ to add products to the order
6) Select the product you want to add to the order from the drop down.
7) To add multiple products to the order click ‘Add line item’ then select another product to add to the order record.
8) Hit ‘Save’ to generate the order
9) To charge the customer for their order hit ‘settle balance’ at the bottom. This will charge the customer from their payment method (card or credit)
Once the order is created, the fulfilment data will be present in the week number the order was assigned to.
Manually adding items before order deadlines
If the order deadline has not passed for when the customer wants the order, the items can be added to the customers basket in the admin. This can be used for adding both one off and regular subscription items. The customer basket shown in the customer record is a mirror of what the customer will see on the storefront.
Steps to add items to customer basket
1) Navigate to the customers profile overview
2) Click on ‘Add items’ under basket contents
3) Select the product you want to add to the customers basket
4) Click ‘Next’ 5) Select the relevant ‘quantity’, ‘frequency’ and ‘start date’ of the item
6) Click ‘Add to basket’ to complete adding the item 7) Repeat the process to add additional items to the customers basket
Cancelling an order that’s been created
There may be times when you need to cancel an order for a customer that has been generated. Once the customers order deadline has passed and the order has been processed, the customer will not be able to cancel the upcoming order themselves. This will need to be done through the admin.
Steps to cancel an order
1) Navigate to the sales page
2) Select the correct week number at the top that the order will be present in
3) Search for the customer using the filters
4) Click ‘View’ on the order you wish to cancel
5) To cancel the whole order click the order status drop down at the top
6) Select ‘Cancelled”
7) The balance for the order will be adjusted - to refund the customer to their payment method click ‘Settle balance’ at the bottom
Cancelling part of an order
To cancel part of an order, for example an individual item that is no longer required on the order follow steps 1-5 above and then: 1) Click the tick box next to the item you want to cancel
2) Click ‘Cancel item’ at the bottom
3) In the pop up ‘Refund ordered products’ select ‘confirm’. This will automatically refund the item back to the customers payment method
