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How Does the Extension Work?

Admin End Settings – Part 1

Create the Customer Order

After the module installation, the admin can create an order(draft order) on behalf of customers. For this, on Magento admin panel

  • Navigate to the Draft Order on Magento admin panel, click on the  Create New Order button to create the draft order on behalf of customers.
  • When the admin clicks on Create New Order button. It will redirect to the page wherein the admin will get an option to create a new customer for a new draft order or he can select from the existing customer from the list for whom he wants to create the draft order.

Let’s create a new customer so then we can create a new draft order for the customer.
When clicked on Create New Customer it will ask to select a store. The admin needs to select the store for which he wants to create the customer.

Suppose we select Main Website Store to which the new customer will be associated with then the admin can create draft orders for that customer from this store view only.

Add Products

  • Add the products to the order by clicking the Add Products button and a list of store products gets displayed.
  • The admin will select the products and define their quantity. Then, hit the Add Selected Product(s) to Order button. This will successfully add the products to the order.
  • Once all the required products are added the admin needs to provide the account and address information related to the customer. The draft order link will be emailed to the address provided by the admin here.
  • The admin can even update products and their quantities by clicking Update Items and Quantities button.
  • The billing and shipping address where the products in the draft order have to be delivered needs to mentioned here.
  • Once the billing and shipping details are filled, the next required information is Payment and Shipping Information.
  • Currently, the extension is compatible with all Payment Methods wherein the customer can make the payment of the draft order .
  • Select the shipping method for the draft order to be placed.
  • Once all this information is filled in select checkbox Send Order Link and click on Send Order Click.

Note:

  • The admin can even add the attachments to the orders which the customer can view.
  • The admin can edit or update the product and their quantities.
  • A notification will be available informing that the draft order link has been sent to the customer.

Customer End Settings

Complete the Order

  • Once the admin has created the order successfully, the customer will get the order completion link.
  • In the mail, the customer will click the Click Here To Complete Your Order link to complete the order. Clicking this link, the customer gets navigated to the order details review page before completing the order.
  • To complete the order successfully, the customer will click the Complete Order link.
  • To track the order, the customer can navigate to the My Order section.
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