Overview
Orders
選擇類別

Creating Orders

Web
App

Contents

Text Link

Customers can place orders themselves in the store, or you can create an order for them and send an order link.

Unpaid and modified orders will contain a checkout link to facilitate payment. If a customer pays via another method, you can also create a paid order record for them.

‍

Table of contents
  • Add paid order
  • Add unpaid order
  • Palm Shop sales assistant quickly creates orders

‍

Add paid order

‍

step:

  1. Log in Boutir CMS, click "Paid" in "Order".
  2. Click "Add Paid Order".
  3. Search for existing members or add customer information.
  4. Click "Add" to add products
  5. Fill in the customer's shipping address and related information.

If necessary, fill in the following notes:

  • Customer notes (this note will be displayed in the order email)
  • Remarks (customers will not see this remark)
  • Order source
  • Payment remarks
  1. Check the total payment amount.

If necessary, the amount can be changed manually.

  1. Click "Create Order".

‍

Things to note:

  • You can send orders to customers through "Notify Customers".
  • Removal of products: Even if the product has been removed from the shelves, it can still be added to the paid order.
  • Inventory adjustment: If the product is out of stock, you need to adjust the inventory quantity on the product page first.
  • Copy order: When using copy order, please check whether the order content is correct.

‍

Add unpaid order

‍

step:

  1. Log in Boutir CMS, click "Unpaid (Place an order on behalf of a customer)" in "Orders".
  2. Click "Add Unpaid Order".
  3. Click "Add Personal Order/Add Group Purchase Order".
  4. Search for existing members or add customer information.
  5. Click "Add" to add products
  6. Fill in the customer's shipping address and related information.

If necessary, fill in the following notes:

  • Customer notes (this note will be displayed in the order email)
  • Remarks (customers will not see this remark)
  • Order source
  • Payment remarks

      7. Check the total payment amount.

If necessary, the amount can be changed manually.

  8. Click "Create Order".

‍

Things to note:

  • You can send orders to customers through "Notify Customers".
  • Removal of products: Even if the product has been removed from the shelves, it can still be added to the paid order.
  • Inventory adjustment: If the product is out of stock, you need to adjust the inventory quantity on the product page first.
  • Copy order: When using copy order, please check whether the order content is correct.

‍

Boutir sales assistant quickly creates orders

‍

step:

  1. Log in Boutir CMS, click "Paid" in "Order".
  2. Click "Shop Sales Assistant".
  3. Click "Create Order Now".
  4. Click "I want a default template" to modify the order information.
  5. Click "Generate Order".
  6. Check or modify order information.
  7. Confirm order creation.

‍

1. Open the Boutir Intelligent Sales Assistant-Create Order page

‍

  • 1.1. Boutir Intelligent Sales Assistant-Create Order Page:

Click the link below and successfully log in to your Boutir account to use:

https://www.boutir.com/business/zh-HK/express/captureOrders

‍

2. Enter order information

Paste or enter your order information on the order information page, then click "Generate order" button. You can also click "I need a default template" button to get an example of order information for reference.

‍

  • 2.1. Single product

The same order information only contains a single product. Here we use the default template as an example:

  • 2.2 Multiple products

The same order information contains multiple products:

‍

Things to note:

  1. It takes time for the order to be generated, please be patient.
  2. please be sure Provide the customer's phone number. We will use this as a basis to check whether your membership system already has relevant member information. If no relevant information is available, we will automatically create a new member account using that phone number.
  3. If your order information contains multiple items, please Use two lines of spaces to separate each item, otherwise the system will not recognize it as multiple product orders.

‍

3. Check or modify order information

‍

  • 3.1 Modify information

We are working hard to improve the accuracy of AI. Currently we cannot guarantee 100% accuracy. Please checkConfirm that all information is accurateFinally, create an order. If you find an error, you can just click to modify it.

  • 3.2 Create new orders for existing products

If similar product names are found in your Zhangpu online store, the system will ask you whether to "Create a new order for existing products". If you select "Yes", the system will update your existing products. If you select "No", the system will create a new product for you. Please note: If you select "Yes" and the product price/product options entered for the second time are different from the original ones, the system will overwrite and update the original product data.

‍

4. Confirm order creation

After confirming that all information is accurate, you can click "Create y orders for x items" button to place an order.

‍

  • 4-1. Select payment method

If your online store already has Payme or FPS or a custom payment method, you can select the previously set payment method here, and you can also add a new "Online Group Payment" to facilitate the management of these orders.

Select payment method:

Add a new "online group payment" example:

  • ‍4-2 Create order process:

‍

‍

5. Subsequent order or product management

After successfully creating an order, you can view related orders in the Palm Store management interface or the Palm Store mobile app -> Order List -> Paid Orders.

‍

  • 5-1. Filter orders

You can clickPending order / Select payment method (In step 4-1, the payment method you selected) to filter out these orders and manage them.

  • 5-2. Pending Payment and Pending Payment Confirmation Orders will accumulate goods until the merchant confirms payment.

Orders from members with the same phone number will continue to accumulate until you confirm payment in the system. Once you confirm payment, the same member needs to use new order processing to purchase goods again.

If you have a customer who has partially paid, you can leave relevant notes on the order:

  • 5-3. Product management

When creating an order, the Palm Store Intelligent Sales Assistant will also create products for you. You can see related products in the product list. If you want to put products on the online store or mPOS, you only need to add product photos, set product inventory and make the products public.

After adding product photos, the product photos of related orders will also be updated, making it easier for you to handle shipping matters.

‍

‍

‍

Contents

Text Link

Customers can place orders themselves in the store, or you can create an order for them and send an order link.

Unpaid and modified orders will contain a checkout link to facilitate payment. If a customer pays via another method, you can also create a paid order record for them.

‍

Table of contents
  • Add paid order
  • Add unpaid order
  • Palm Shop sales assistant quickly creates orders

‍

Add paid order

‍

step:

  1. Log in to Boutir App and tap "Paid" in "Orders".
  2. Then tap the "+" icon and select "Add Paid Order".
  3. Search for existing members or add customer information, then tap "Add Product" to select products.
  4. Fill in the customer's shipping address and related information.
  5. If necessary, you can fill in the following remarks:some text
    • Customer notes (this note will be displayed in the order email)
    • Internal notes (not seen by customers)
    • Payment remarks
  6. Tap "Create Order".

‍

Things to note:

  • You can send orders to customers through "Notify Customers".
  • Removal of products: Even if the product has been removed from the shelves, it can still be added to the paid order.
  • Inventory adjustment: If the product is out of stock, you need to adjust the inventory quantity on the product page first.
  • Copy order: When using copy order, please check whether the order content is correct.

‍

Add unpaid order

‍

step:

  1. Log in to the Boutir App and tap "Unpaid (Place an order on behalf of a customer)" in "Orders".
  2. Then tap the "+" icon and select "Add Unpaid Order".
  3. Tap "Add Personal Order/Add Group Purchase Order".
  4. Search for existing members or add customer information, then tap "Add Product" to select products.
  5. Fill in the customer's shipping address and related information.
  6. If necessary, you can fill in the following remarks:some text
    • Customer notes (this note will be displayed in the order email)
    • Remarks (customers will not see this remark)
    • Preferred payment method
    • Order name
    • Order source
  7. Tap "Add Unpaid Order".

‍

Things to note:

  • You can send orders to customers through "Notify Customers".
  • Removal of products: Even if the product has been removed from the shelves, it can still be added to the paid order.
  • Inventory adjustment: If the product is out of stock, you need to adjust the inventory quantity on the product page first.
  • Copy order: When using copy order, please check whether the order content is correct.

‍

Palm Shop sales assistant quickly creates orders

‍

step:

  1. Log in to Boutir App and tap "Paid" in "Orders".
  2. Tap the "+" icon.
  3. Tap "Zhangpu Intelligent Sales Assistant".
  4. Tap "Create Order Now".
  5. Tap "I want a default template" to modify the order information.
  6. Tap "Generate Order".
  7. Check or modify order information.
  8. Confirm order creation.

‍

1. Open the Boutir Intelligent Sales Assistant-Create Order page

‍

  • 1.1. Boutir Intelligent Sales Assistant-Create Order Page:

Tap the link below and successfully log in to your Boutir account to use:

https://www.boutir.com/business/zh-HK/express/captureOrders

‍

2. Enter order information

Paste or enter your order information on the order information page, then tap "Generate order" button. You can also tap "I need a default template" button to get an example of order information for reference.

‍

  • 2.1. Single product

The same order information only contains a single product. Here we use the default template as an example:

  • 2.2 Multiple products

The same order information contains multiple products:

‍

Things to note:

  1. It takes time for the order to be generated, please be patient.
  2. please be sure Provide the customer's phone number. We will use this as a basis to check whether your membership system already has relevant member information. If no relevant information is available, we will automatically create a new member account using that phone number.
  3. If your order information contains multiple items, please Use two lines of spaces to separate each item, otherwise the system will not recognize it as multiple product orders.

‍

3. Check or modify order information

‍

  • 3.1 Modify information

We are working hard to improve the accuracy of AI. Currently we cannot guarantee 100% accuracy. Please check Confirm that all information is accurateFinally, create an order. If you find an error, you can just tap to modify it.

  • 3.2 Create new orders for existing products

If similar product names are found in your Zhangpu online store, the system will ask you whether to "Create a new order for existing products". If you select "Yes", the system will update your existing products. If you select "No", the system will create a new product for you. Please note: If you select "Yes" and the product price/product options entered for the second time are different from the original ones, the system will overwrite and update the original product data.

‍

4. Confirm order creation

After confirming that all information is accurate, you can tap "Create y orders for x items" button to place an order.

‍

  • 4-1. Select payment method

If your online store already has Payme or FPS or a custom payment method, you can select the previously set payment method here, and you can also add a new "Online Group Payment" to facilitate the management of these orders.

Select payment method:

Add a new "online group payment" example:

  • ‍4-2 Create order process:

‍

‍

5. Subsequent order or product management

After successfully creating an order, you can view related orders in the Palm Store management interface or the Palm Store mobile app -> Order List -> Paid Orders.

‍

  • 5-1. Filter orders

You can tap Pending order / Select payment method (In step 4-1, the payment method you selected) to filter out these orders and manage them.

  • 5-2. Pending Payment and Pending Payment Confirmation Orders will accumulate goods until the merchant confirms payment.

Orders from members with the same phone number will continue to accumulate until you confirm payment in the system. Once you confirm payment, the same member needs to use new order processing to purchase goods again.

If you have a customer who has partially paid, you can leave relevant notes on the order:

  • 5-3. Product management

When creating an order, the Palm Store Intelligent Sales Assistant will also create products for you. You can see related products in the product list. If you want to put products on the online store or mPOS, you only need to add product photos, set product inventory and make the products public.

After adding product photos, the product photos of related orders will also be updated, making it easier for you to handle shipping matters.

‍

‍

‍

‍

Contents

Text Link
Was this article helpful?
Oops! Something went wrong while submitting the form.

Related Articles

View All
Editing Orders
Managing Orders
Creating Orders