Order creation

Change store (optional)

NOTE: Store selection may impact availability and price of products on the Catalog.

1. Go to Catalog. The current Store name is reflected at the top of the screen.
2. If the account has multiple point-of-sale Stores and you wish to change to a different Store, tap the current Store name. A list of point-of-sale Store names is presented to choose from.
3. Tap the Store you wish to use.
4. Catalog screen refreshes to reflect product details for the selected Store.

NOTE: Account admin users can set up Stores on the web app at Settings > Stores & Website – Stores. 

Add product(s) to order

NOTE: The mobile app syncs Catalog updates from CompleteDTC frequently. If you have made an update on CompleteDTC that is not yet reflected on the app, pull down on the product list to force a refresh of Catalog data.

Perform the following steps for each product you wish to add to the order.

1. Go to Catalog.
2. Find the product you wish to add to the order. If help is needed to find the product, use catalog section product filters or search for product by product name.
3. Add product to cart.
   1. For standard products, tap the product to add it to cart. A quantity of one for the product is added to the cart. If the product already existed in the cart, the quantity is increased by one.
   2. For products with variants, tap the variant dropdown and choose the variant you wish to add to cart from the list. A quantity of one for the product variant is added to the cart. If the product variant already existed in the cart, the quantity is increased by one.
   3. For discount products, tap the product to add it to cart. The discount product is added to the cart with a negative line item total which is set based on the discount product's value.
4. For standard product or product variant, adjust quantity of product in cart, if necessary. Quantity can be adjusted in the following ways:
   1. You can enter the quantity directly into the Quantity field.
   2. You can increase the quantity by one using the + button next to the Quantity field.
   3. You can decrease the quantity by one using the - button next to the Quantity field.
   4. You can remove the product/variant from the order by decreasing quantity to zero or by entering a quantity of zero directly into the Quantity field.
5. For discount products, adjust value of discount product in cart, if necessary.
   1. You can enter the value directly into the Value field.
   2. You can remove the discount product from the order by entering a value of zero directly into the Value field.

Add existing customer to order (optional)

You can add an existing customer to the order from the Catalog screen or from Checkout.

1. From Catalog:
   1. Tap the Customer Search button above the cart.
   2. Start typing customer's name or email and tap Search.
   3. Tap on customer row to add customer to order. Customer information appears above the cart.
   4. If customer is a member of a club with a member discount, and order does not already have a discount applied, member discount is automatically applied to the order and promo code is reflected as the discount on cart.
   5. To remove customer from order, tap the x that appears in the top right of the customer information that appears above the cart.
2. From Checkout:
   1. Start typing the customer's Full Name or Email and tap Search.
   2. Tap on customer row to add customer to order. Customer information is populated on the Checkout screen.
   3. If customer is a member of a club with a member discount, and order does not already have a discount applied, member discount is automatically applied to the order and promo code is reflected as the discount on Checkout.

Apply a promotion discount to order (optional)

You can apply a promotion discount to the order from the Catalog screen or from Checkout.

1. From Catalog:
   1. Tap the Promotion row in the cart. A list of active promotion codes for the current store is presented to choose from.
   2. Tap the code for the Promotion you wish to apply to the order.
   3. Promotion row in the cart updates to reflect the selected promotion.
   4. If Promotion is valid for order, the impacts of the promotion are reflected immediately in cart values.
2. From Checkout:
   1. Tap the Promotion in the total bar at the bottom of the Checkout screen. A list of active promotion codes for the current store appears.
   2. Tap the code for the Promotion you wish to apply to the order.
   3. Promotion row in the cart updates to reflect the selected promotion.
   4. If Promotion is valid for order, the impacts of the promotion are reflected immediately in order totals on Checkout screen.

NOTE: Users with the Manage Promotions permission can set up Promotion Discounts on the web app at Tools > Marketing – Promotions.

Add a referrer to order (optional)

1. Go to Catalog.
2. Tap the Referrer row in the cart. A list of active referrers is presented to choose from.
3. Tap the Referrer you wish to use.
4. Referrer row in the cart updates to reflect the selected referrer.

NOTE: Users with the Manage Referrers permission can set up Referrers on the web app at Tools > Marketing – Referrers.

Change team member that will be attributed the order (optional)

1. Go to Catalog. The current Team Member name is reflected at the top of the screen.
2. Tap the current Team Member name. A list of names of sales Team Members is presented to choose from.
3. Tap the name of the Team Member you wish to use.
4. Team Member updates to reflect the selected name.

NOTE: Client admin users can set up users to be member of the sales team on the web app at Settings > System Settings – System Users.

Checkout

After you have finished adding products to your cart and making any necessary changes on the Catalog screen, you can proceed to Checkout to complete order creation.

1. From the Catalog screen, tap Checkout.
2. If you have not already added a customer to the order, provide required Billing Information for order.
   1. Click here for instructions on adding an existing customer to the order.
3. The current Shipping Method is reflected on the screen. If you wish to change the Shipping Method of the order:
   1. Tap the Shipping Method.
   2. Tap the Shipping Method you would like to use.
   3. The Checkout screen refreshes to indicate the required fields for the selected Shipping Method.
4. If selected Shipping Method requires entry of Shipping Information, provide/update Shipping Information for order.
   1. Shipping Information is required for orders shipping via a carrier or via the Delivery Shipping Method.
   2. Shipping Information is optional for Pickup orders. Shipping Information can be captured for pickup orders to be used as a backup in case the customer does not pick up their order in a certain timeframe.
   3. You can copy Billing Information to Shipping Information by tapping Copy Billing.
5. If you have not already applied a promotion discount to the order and you wish to do so, apply a promotion discount to the order.
   1. Click here for instructions on applying a promotion discount.
6. If applicable, add notes or a hold to the order.
7. Once you are done making all necessary updates on the Checkout screen, tap Review Order.
8. Verify all order details look correct, and if so, tap payment method for order.
9. Follow the prompts to collect payment and complete creation of the order.
10. Once the order has been created successfully, the Order Confirmation screen appears.