With the 1Tool Shop module you can sell your products or services online and always have an overview of the orders placed by your customers. In addition, you can also place orders yourself 1Tool create.
You can find an overview of this under Store – Orders.
Here you get an overview of the orders that have been placed. About the arrow icon In the respective columns, you can arrange the information in descending or ascending order. Click on “+ Create new order“ to generate a new order.
A new order consists of 7 steps and is structured similarly to the template for creating one new bill.
Step 1:
Enter the contact for your order here. Once you've typed the first three letters, generated 1Tool automatic suggestions. If the contact is not yet in 1Tool saved, select the item “Create new customer” and fill in the contact details in the form that appears.
Step 2:
Choose "Shipping to billing address“ if the billing address stored for the contact also matches the delivery address of your order. If this is not the case, activate the box “Differing Shipping Address” and enter the address details in the address field that appears.
Step 3:
In the third step, enter the products for your order. Enter the product in the empty field, also does here 1Tool suggestions again as soon as you have typed the first three letters. Select your product and then click on “Add location“. After that, other products can be entered using the same procedure. If a product also has a special Option available (in this example size - small/medium/large), you can make a selection and the relevant price will be added to the product price.
Step 4:
Enter your order information here, such as the order date, the payment method, the payment and delivery status. (like you payment methods in 1Tool you will find out here)
Step 5:
You can also add a note to your order
Step 6:
Now select a billing area for your orders. (you can find out how to create an accounting group here)
Step 7:
Click on “Create Order“ to complete your order. When you click on the button “Create order & invoice“, in addition to the order, an invoice will also be generated for the respective contact with the specified product data etc.