Place Orders
Orders can be placed on the BigCommerce storefront by your customers or directly though Velocity by your 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:
- Find your customer on the customers list
- Select the … button and select New order from the dropdown
Alternatively,
- Select the customer to view the customer details
- Select the Orders tab and select the New order button
At this point, you will be directed to the page to add products for checkout. Here, products can be quickly and easily searched, filtered and sorted. Once a product is found in the list, simply select the + button to add it to the cart.
Once a product has been added, you can change the quantity, adjust the price, or remove the item from the cart.
When all products have been added, select Proceed to checkout to finish continue to the checkout step.
Checkout is the final step to creating an order. It allows for configuring the required information that Velocity needs to fully process the order.
- Shipping address (physical orders only)
- Shipping method (physical orders only)
- Billing address
- Order notes (optional)
- Custom field values
- Payment method
- Coupon codes (optional)
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 will present navigate to the Order details page.
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:
- You are reporting this payment as offline
- No payment will be collected for this order
Once placed, Users can filter offline orders within the Orders page by using the filter icon.