During the creation of a phone order, you can choose an existing customer from your accounting software or you can enter a new customer. For the item details on the phone order, either type them, select them from the drop-down or scan a bar-code to enter the item. Once the phone order is entered, you need to enter payment details and click capture payment.
Note : The capture payment feature will only work if you have got offline payment processing setup.
You then have the option to save and close the phone order, save and enter a new phone order or even save and directly move to the process shipping screen from where you can print a label!
Next Step :
- Send customers a notification about the phone order creation.
- Process Shipping And Create Your Shipping Labels (Unify Enterprise Premium & Above)