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Create New Customer Order

There are two ways to create orders in pixi*: by importing orders from your online shop or creating orders manually in pixi* Customer Service. Refer to Connections to pixi* section of the Administrator Guide for more about importing orders to pixi*.


Video: Create an order for a new customer (in German)

Usually customer and order data is imported from your online shop to pixi*. However, if a customer orders by phone, e-mail or fax, you must enter the necessary data manually in pixi* Customer Service. The following video shows which customer and order information you need to enter in pixi* Customer Service so that your shipping process can run smoothly.

https://vimeo.com/46708685

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Create a New Customer Order Manually

  1. Double-click the customer from the search results on the Search tab to open the Orders tab.

  2. Click Insert.

  3. Specify Order Type and the order Currency** in the Insert New Order dialog and click OK.

    Notes:
    - These two values can't be changed after the dialog is closed.
    - Set order type to B2B if this is a business-to-business order. In this case, net prices will be set as the so called base prices and VAT will be calculated based on the shipping country. See also: Methodology of calculation of prices in pixi*.
    - The exchange rate for manually created orders is taken from the default shop exchange rate source. Specifically, the exchange rate valid on the day of order creation is taken.**
    - Values of the options "Don't charge VAT" and "Ship Lock", as well as the payment type and the address is taken from the previous order.


  4. Add items to the order.

  5. Click the General tab to enter Order Header details:

    1. Order type, currency** and exchange rate**(only displayed if order currency is different than shop currency) are displayed as read-only.

    2. Enter the shipping costs, change the shipping vendor or edit the shipping and billing address of the customer. (optional)

    3. Specify a gift message. If the shipping and billing address differ, a delivery note without prices will be created and this is where the gift message will appear. (optional)

    4. Click Save after you have entered all the details.

  6. Enter comments for the order on the Order History tab.

  7. Click Close New Order. The new order is created and can now be processed by pixi*.

**If multi-currency is enabled in pixi*

Warning: Please note that the order status is not exported to your online shop for manually created orders and manually added order lines.


See also: Customer Details in pixi* Customer Service.


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