The Goal: Enter a store order on behalf of a contact so the purchase is recorded against their record, store inventory stays accurate, and the sale appears in your Store reports.
Before You Begin:
- The contact must already exist in your database — they will be matched by name during checkout.
- Have the items the member wants to purchase ready, along with any shipping details if the order will be shipped.
Microlearning Overview
At times, a member may stop by or call to purchase items from your store. You have the ability to purchase items from the store on behalf of the member. This is the recommended approach, as it ensures that the store item inventory is updated, and the purchase will be reflected in the Store reports.
Step-by-Step Instructions
- Go to Revenue, Store section, click Orders. Click Add to Order and select the items to be purchased.
- Proceed to checkout.
- In the text box, enter the Contact Name and click Search. The contact must exist in your database. If found, the contact's name, email and phone number will be populated. Additionally, if applicable, address information will be populated for shipping purposes. This will not be displayed if the item is not to be shipped.
- Proceed to payment and submit. Stored payment profiles are accessible upon checkout.
- An invoice, and payment if applicable, will be generated and associated to the member. Proceed to review and fulfill the order as described in Review and Fulfill Store Orders.
Common Pitfalls
- Contact not found at checkout: The search only matches contacts that already exist in your database. If the name does not populate, confirm the contact record exists (and is spelled as it appears in the system) before completing the order.