Orders can be placed on the storefront by your customers or created directly through Velocity by users.

The BigCommerce storefront exists as a self-serve portal for your customers. When a customer makes a purchase through the BigCommerce storefront, that order is automatically imported into Velocity.

While on the BigCommerce checkout, your customers will have access to the same addresses and payment methods that are visible in Velocity.

Alternatively, Users can place orders on behalf of your customers through the Velocity checkout workflow. To start placing an order:

Alternatively, select New Order on the Orders list and search for the customer.

The New Order for page shows Available Products on the left and Your Cart on the right. Products you can order are listed once each. For products with options, such as size, select the option value under the product name to pick a variant.

Select the price button (for example, + $56.00) to add the product to the cart. For products with quantity pricing, the dropdown next to the price lists the pricing tiers, such as a lower unit price for 10 or more.

Search products by name, filter by product type or Commission Program, and sort by Best Selling (the default), name, or price.

In the cart, you can change the quantity, adjust the price, or remove an item. Check Recurring order to set up a subscription. When all products have been added, select Proceed to Checkout.

Checkout is the final step to creating an order. It allows for configuring the required information that Velocity needs to fully process the order.

Checkout also allows for creating new addresses if they are missing or adding new payments methods, if necessary.

Products may also be conveniently added, removed or modified at this stage.

Once the final checkout settings have been selected, click Place order to create the order. Once created, Velocity navigates to the Order details page.

Checkout does not have to end with a placed order. Select Save Draft at the top of the checkout page to keep the order in progress as a draft order and return to it later from Orders > Drafts. If the customer wants a priced summary first, select Send Quote and choose Download as PDF… to save a copy or Email to Customer… to send it directly. See Sales Quotes & Draft Orders for details. Both are add-on features; reach out to your account manager or MedShift support to enable them.

To place an order offline, follow the steps above to reproduce a cart and checkout screen. Toward the bottom of the page in the "Payment Method" section, there will be a bubble to select the option "Pay for this order offline". When doing so, Users will be met with a callout stating the following:

Once placed, Users can filter offline orders within the Orders page by using the filter icon.