How do I place an order for a customer?

Create an Order for a Customer

• Go to People/Users to locate the customer.  (if the customer isn't in ePayTrak, you will need to add that customer as a User)  See Users for more information how to add a new User.

• Click the blue edit button next to the user.

• That will open the user profile.

• Scroll down and click the Create Order button in the Current Basket section.

• Enter the product name (or Sku) and click search.

• Click on the Green plus next to the product.

• Click on Place order.

• Check the Shipping and billing address as necessary.

• Select Payment Method, and process the order.

• For more detailed information, see New Orders.

• Placing an order using ePOS is a nice alternative.