Create an order: open orders

On this page

• Purchaser & recipient information
• Store & items
• Place order

Purchaser & recipient information

1. Log in to your CompleteDTC account.
2. Go to "Orders".
3. Click the "New Order" button on the right.
4. Select the "Sales rep" drop down for a choice of team members.
5. For an individual customer, make sure "Individual" is selected.
6. Fill in the customer's name. If they are already in the system, start typing in their name, select the magnifying glass to search, select the correct customer, and click "copy". This will fill in any information that is in the account.
7. If the purchaser isn't already in the system, fill in their information.
8. Fill in the recipient information. If it is the same as the purchaser information, click "copy buyer".

Store & items

9. Select the store & inventory location from the dropdowns.
10. Add items by pressing the "+" next to "Item" and starting to type in the name of the item.
11. If the customer would like multiple of an item, change the quantity.
12. Add any necessary discount code, or a custom discount by typing in the discount amount.
13. Choose the shipping method and add in any necessary shipping discount.
14. Add any necessary special instructions or internal notes.

Place order

15. Add the customer's card information or choose the payment method, using the dropdown under "Terms".
16. Press charge and confirm.

Related topics

Create an order: POS

Create an order: existing club member

Open orders

Find orders