Create manual order by staff – B2B

When you need to create an order on behalf of a customer or for POS B2B sales, you can create an order in ProOne.hk admin. For all sales that are made in B2B, It is necessary to create an order according to the following steps:

*** Note: After step 8, the price of the goods will change to the wholesale price level for pre-approved customers.

1. Go to the ProOne admin Login page and login
2. From left sidebar in admin panel, go to Orders
3. Click Create order.
4. Add products to the order.
5. Customize the order:
6. choose a customer
   Note: If the customer is new, first you need to create an account for him and upgrade his account to wholesale level price.

   Click to view Wholesale registration instruction

7. Click on Save button
8. Click on More Actions from top menu and click on Apply Wholesale Pricing Discount.
   Note: You have to repeat this step twice to apply wholesale prices to the order
   Note: After this step, the price of goods changes to the wholesale price level
9. Apply discounts (if needed)
10. Turn taxes on or off
11. If the invoice will be paid later, click on the Payment due later and then specify the payment terms or if he pays now click on Collect payment and choose mark as paid and select type of payment received and Click on Create order.
12. After you send the order to the customer, click on Fulfill item button and in the next page click on Fulfill item button again.