Manage order: order basics

On this page

• Sales rep
• Purchaser
• Recipient

Sales rep

• Choose the employee who made the sale. Under "Tools", click "Reports". Click "Sales Reports" for a list of reports broken down by employee.

Purchaser

• Customer type: Individual or wholesale, some fields with change dependent on selection.
• Company: Only visible if wholesale is chosen.
• Name: Full name of customer or company representative.
• Birthdate: Only visible if individual is chosen, yyyy-mm-dd.
• Address: Billing address including "Address Line 1", "Address Line 2", ZIP, city, state abbreviation.
  If necessary, change the country and the address lines will change accordingly.
• Phone number
• Email: Used for order confirmation.

Recipient (not visible if shipping options is "taken")

NOTE: If the recipient and purchaser information is the same, press the "copy buyer" button to copy it into the recipient section.

• Ship to: Recipient name.
• Email(optional): If added, they will receive the shipping updates. If not added, all updates will go to purchaser.
• Birthdate: Birthdate of recipient.
• Address: Shipping address including "Address Line 1", "Address Line 2", ZIP, city, state abbreviation.
  If necessary, change the country and the address lines will change accordingly.

Related Topics

Manage order: order details

Manage order: order actions

Manage order: advanced controls