Creating a new in-progress order
Shoppers can use the following steps to create new in-progress orders for the Sapphire (B2B) stores.
Procedure
- A shopper logs in to their Sapphire (B2B) store.
- They go to .
- They click the Create new order option.
-
They provide the New order name and select if the order
is Private or Shared.
The order is created successfully. Shopper can view this order in the In-progress order table.
- The shopper can add items in the order by clicking the Active button in front of the order.
- Once the order is active, shopper clicks the Order ID link that redirects them to the Order page.
- They click the Add products button to add the desired items to their order.
- The shopper clicks the Add to Order or Add to Shared Order button, after which the items are displayed in their cart. In order to view these items, they must click the View full cart button.
- They click the Checkout button to place an order, which redirects them to the Shipping details page.
- The shopper then provides the Shipping address and Shipping method details. Alternatively, they can enable the Ship to multiple addresses toggle switch and send the order to multiple addresses via multiple shipping methods. For more details, see Multiple Shipment for Sapphire store.
- Once the Shipping address and Shipping method are selected, they click the Continue to payment button and the Payment Details page opens.
- They select the Payment method and Billing address.
-
The shopper enables the Use multiple payment methods
toggle to use multiple payment options. Once enabled, they select the billing
method by clicking Add a payment method and selecting the
Billing address.
Note: At least one payment method is required to complete this process flow.
-
Once the Payment method and Billing
address are selected, shopper clicks the Review
order button.
Note: The shopper will not be allowed to review the order if the card details in the payment method are incorrect.
- The shopper must verify the Cart Details, Shipping Details, Payment Details, and the Order Summery on the Review Order page.
- The shopper clicks the Place Order button,