Create a New Shopify Order
In this document, we will go through the process of creating an order through LimeChat's Helpdesk.
You can create two types of orders through LimeChat's Help Desk:
Cash on delivery order
Prepaid orders through Razorpay integration
Video References
Check this explainer video guide to see the walkthroughs of the process of creating an order from LimeChat CRM.
Creating a cash-on-delivery order
Click on the Create new order button
Open the Add Products dropdown to select the product of choice. Variants of each product are displayed. Hover over the variant title to check the inventory
Once the product is added, you can add shipping charges and the discount by clicking on the respective titles. The final cart along with the product details and the price breakdown will be displayed
One of the addresses will be selected by default. Click on the Shipping Address dropdown to view the selected address and other saved addresses of the customer. You can change, edit and add a new address from here.
The billing address is by default selected as the shipping address. You can add a note to the order by clicking on the Notes dropdown. Now, click on the Checkout button to create an order.
The details of the created order can now be seen at the top of the order tab. An order confirmation gets sent to the customer as shown below
On clicking "Checkout", the order invoice will be generated and updated
Click on the Place Order dropdown and select Place COD Order
Creating a Prepaid Order
Click on the Create new order button
Next, create a cart, you can add multiple products as well
Once the cart is created, add the Shipping address. NOTE: The customer's addresses from Shopify will be auto fetched and shown here.
Next on clicking "Checkout", the order invoice will be generated and updated
Click on the Place Order dropdown and select "Share Payment Link"
A payment link will be shared with the client on WhatsApp
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