The Custom Orders feature enables you to create a one-off custom order that can be linked to your customers. They can then head directly to checkout and place the corresponding order. For example, pharmacists can create a manual order to charge a patient their co-payments.
Note: The Custom Orders feature is only available to shops on the Engage Plan and above.
Creating Custom Orders
To create a custom order to provide to a customer on a one-off basis:
1. While in the Manage view of your site, click on the Orders tab.
2. Hit the Create a Custom Order button.
3. Fill in the form with the order details and your product selection. Optionally, you can override the product's name and price after you have added it to the cart. For example, you might have a product called 'Service Fee'. Once added to the cart, you can replace that name with the specific service that you provided, without affecting the underlying product. Once a product has been added to the cart, you can also edit the product name, unit cost and quantity by clicking the edit button next to the line item.
4. Click the Save and Close button
5. To send the customer the checkout link, click on the Copy Link button next to the corresponding order. You can then copy and paste this link into an email with the customer.When the customer clicks on the link, they will be directed straight to the order checkout.
6. Once the order has been placed, the custom order will be erased from the active custom order list. You can fulfil the order as per usual.