Hi Sellers! 👋
We’re excited to announce that you can now create Open Orders using Virtual Terminal.
This new feature enables you to effortlessly create orders in Virtual Terminal, schedule a pickup time, manage and edit your unpaid orders in Dashboard, and process payments upfront or upon pickup.
Why use Open Orders?
- Get the flexibility to create pickup orders that can be paid at a later date while you fulfill and manage them
- Offer a quick and easy checkout to your customers by pulling up existing orders upon pickup
- Easily manage orders with long lead times by scheduling them in Order Manager
How to get started:
- From the Dashboard Order Manager select “Create Order” to begin creating an order in Virtual Terminal with a customer and a pickup time you schedule for the future
- Or navigate directly to Virtual Terminal from Dashboard and create an order there through the “Take Payment” action
- Select “Create Order” when all line item, customer and pickup details are entered
- Find and manage your orders in Order Manager and open them up in Virtual Terminal through the “Edit & Pay” button to edit order details or pickup information prior to taking payment
Whether you accept pickup orders by phone, offer service or repair jobs that take an extended amount of time, build custom products, or just need to park a sale temporarily, Open Orders helps you stay organized and provides a seamless checkout experience for your customers.
Read up more on the feature in this help article to get started today. Please leave any comments or questions you have about this feature!