How do I create an order via my control panel?



Adding and order or quote has roughly nine steps:

(Not all the steps are required for every customer, they are just described in detail here to let you know that the options are available.)

Step 1. Define Customer Details

You can create a new order or quote for an existing customer or new customer from within your control panel. This is ideal for phone, fax or face to face purchases. Only users assigned to the sales or admin groups have the ability to create orders or quotes.

  1. From the Neto dashboard, navigate to Sales Orders > Add Order.
  2. Enter the customer details.

Creating an Order For an Existing Customer

If you are creating an order or quote for an existing customer, start typing either, name, company name, email address or username under Add an Order or Quote For an Existing Customer and search for a customer in your site.

The system will use the customers default details to populate the order or you may search eBay transactions by SKU/Name, eBay Auction ID, eBay User ID.



Creating an Order For a New Customer

If the customer wants an account, enter their preferred username and password into the relevant fields under

If you do not want to create a customer account for a new order or quote you can use a “Non Registered User” customer. To do this, simply type noreg into the username.

If the customer does want an account, but does not want to come up with a username or share their preferred password, you can press the “random generation” button next to these fields and Neto will populate them for you.



Please Note: Customers who do not have an account will not be able to track past orders or view order details online. Instead, their invoice and tracking information will be emailed to the email address they nominate on their order or quote.

Step 2. Select Order Type

Under the billing address, select whether the order is a standard or drop ship order.

The system does not allow invoices to be printed by the warehouse for drop ship orders, instead orders are sent with plain packaging slips that contain the billing details and invoices are emailed to the billing email address.



Step 3. Enter Billing and Shipping Address

Billing and shipping address details are required for all orders.

For Australian addresses, entering the post code will automatically populate the suburb and state fields.

Entering details for existing customers is also automatically populated. This will help to reduce address input errors.

If the billing and shipping address are the same, you can copy across the billing address to the shipping address using the address book drop down menu selection “Billing Address”. The address book drop down menu is located at the top of the shipping address box.

If a new address is required enter the address details and tick “Save to Address book” at the bottom of shipping address. You can also add additional addresses in the customer card.



Step 4. Add Order Lines

To add a product to an order:

  1. Enter the quantity required in the quantity (Qty) field.
  2. Search for the item to add by using either the SKU or product Name fields. Entering text or numbers in these fields will display a search result.
  3. Click on a product in the search results to add it to the order.



Location, price and tax fields will be auto-populated when you add a new order line. The quantity available of the item will be displayed next to its relevant location in the location field. You can change the location from which the order will be fulfilled by changing the selection.

If necessary, you can enter a discount percentage, coupon amount or make changes to the auto-populated fields. Each time a product is added to an order, a new blank order line will appear. This allows you to quickly add up to 250 order lines to any order.



Finding Out More Information about an Order Line or Item

To view more information about a product on order, click on the “+” link on the left hand side of any order line to expand that order line. You can then click on the small green arrow icon on the right of the expanded order line to view that items card.



Adding Notes to Order Lines

You can add notes to an order line. These notes will appear on invoices under the products name which is turned on by default.

You can change the default setting from the Neto dashboard by navigating to Setup & Tools > All settings & tools > navigating to the Sales Orders & Invoices tab and click on Invoice & Statement Settings.

Toggle the Show item notes on invoice & quotes setting and click save.



Tax

You can define whether or not an order line is tax free and whether or not the order itself is tax inclusive or exclusive by ticking the appropriate boxes along side the order lines. By default the correct tax rules will be populated based on your system configuration and tax rules defined on a products card.



Adding Products to Orders or Quotes In Bulk

You can add products to orders or quotes in bulk using the Add Products in Bulk button.

  1. ​Search for products you want to add by SKU or name in the box provided.
  2. A list of search results will then appear.
  3. Enter the quantity of each item you want to add in the qty field.
  4. Click the “Add Product(s)” button at the bottom of the search results pop-up.
  5. The quantity of items specified will then be added to the order or quote.



Step 5. Calculate delivery costs and applying delivery discounts

To calculate delivery costs for an order or quote click on the “Calculate” button. A drop down list of all available delivery methods will then load with their respective costs. Select the desired method from the drop down list.

You can add a delivery discount by dollar value or percentage value by entering the discount amount in the space provided.



Step 6. Apply Discount Codes

If you have a discount code, you can enter it in the coupon code section and click Apply discount(s) to order. This will apply the discount to the order in real time. You can also search for existing codes in your system using the search box in the Coupons and Discount Codes section.


Coupons and Discount Codes

Step 7. Calculate Voucher Credit or Reward Points

This section requires the free Rewards Program and Gift Voucher Program module from the Neto Addons store.

If you have sold a gift voucher or are running a rewards program you can click the Calculate credit earned button to calculate the value of credit earned or generate the electronic voucher.



In the case of vouchers you will then be given the opportunity to enter the voucher recipient details, a gift message and date for the voucher to be emailed to the recipient. Click on the Email Voucher button do display these fields. Complete these fields before saving / creating the order.

Vouchers are sent by email once orders are approved at the date and time specified on the voucher.

Step 8. Add Customer Instructions and Internal Order Notes

Customer instructions appear throughout your control panel and on invoices, address labels, pick slips and dispatch dockets. Internal notes are only visible to control panel users and will not be printed on invoices, address labels, pick slips and dispatch dockets.



Step 9. Save as Order or Quote

Once you have completed all required fields for an order you can choose to save that order as an order a quote. When you save, each quote/order is issued a unique ID. This unique ID becomes the invoice number once the quote/order is changed to an invoice.

The order is now ready to have payment receipted or payment terms applied and to be picked, packed and dispatched.




  • Last Modified: 18/11/2016 Neto Version: 6.5