How to Add Products to an Order
Adding products to an order is a straightforward process that enables you to customize the order list based on your client’s requirements. Follow these steps to efficiently add and manage products in the order details section:
Steps to Add a Product to an Order:
1. Access the Order Details Section:
o Navigate to the specified order you want to modify.
o In the Order Details section, click the “Add Product” button. This will open a new window to search and select products.
2. Search for a Product:
o Use the search field in the pop-up window to locate the product. You can search by:
Product Name: Enter the name of the product.
Product SKU Code: Use the unique SKU code associated with the product for precise results.
o The system will generate a list of products matching your search criteria.
3. Product Prices and Taxes:
o The system automatically calculates product prices and applicable taxes based on the client’s billing details linked to the order.
o If the client has a primary discount associated with their account, this will be applied to the product price as well, ensuring that the final amount reflects any special pricing arrangements.
4. Selecting a Product:
o Once you’ve located the desired product in the search results, click on it to open additional configuration options.
o These options may include:
Quantity: Specify the number of units (e.g., pieces, boxes) to add to the order.
Product Variants: If the product has variable options (e.g., size, color, model), select the appropriate variant before adding it to the order.
5. Customizing Product Details:
o After adding the product to the order, you can further customize details such as:
Adjusting the price if required (e.g., for custom discounts or offers).
Modifying tax calculations if there are special exemptions or adjustments.
Additional Features and Tips:
• Bulk Product Addition:
o If you need to add multiple products, repeat the process for each item. The system will keep updating the order list dynamically.
• Inventory Management:
o When adding a product, the system checks its availability. If a product is out of stock or has limited quantities, you will be notified.
• Price Adjustments for Variable Products:
o For products with variants, the price may vary based on the chosen option. Ensure you select the correct variant to display the accurate price.
• Preview and Confirmation:
o After all products are added, review the updated order details in the summary section. Ensure all quantities, prices, and taxes are correct before finalizing the order.
By using the “Add Product” feature within the Order Details section, you can effortlessly search, customize, and add products to any order. The system’s automated price and tax calculations save time and reduce errors, while the flexibility to adjust details ensures that every order meets the client’s exact needs.