Walkthrough: Creating and committing a sample order

Abstract

How to work with orders including create a sample order, put the order on hold, add an item to an order, add an additional payment to an order, and commit the on-hold order.

This walkthrough expands on the information in the Work with orders topic and uses the following information:

  • The sample email address user1@example.org.

  • An order for 5 of the Kid’s Furry Friends Rabbit Ear Headphones.

  • The gift card code GC1000000.

  • The sellable item ID Habitat_Master|6042222|56042225 (Minnow Kid’s Tablet—7”, 8GB—Wifi).

Note

You must have permissions for the Customer Service Representative (CSR) role to complete this walkthrough. If you do not have permissions for this role, contact your system administrator.

This walkthrough describes how to do the following tasks, using SXA Storefront and the Merchandising dashboard in the Sitecore XC Business Tools:

To create an order:

  1. In a browser window, open the SXA storefront.

  2. Search for or navigate to the product that you want to create an order for. In this case, the Kid’s Furry Friends Rabbit Ear Headphones product. You can find this in the Audio > Headphones category.

  3. Add the number of products that you want to the shopping cart. In this case, add five headphones. Then go to the shopping cart icon, and click Checkout.

  4. From the Delivery preferences list, select Ship items.

  5. Enter a sample name, city, country/region, address, and state/province in the required shipping address fields. In this case, Jane Doe, Seattle, USA, 123 Sample Lane, WA.

  6. Click View shipping options, select a shipping option, and click Continue to billing.

  7. In the Email address and Confirm email address fields, enter the email address, for example user1@example.org.

  8. Click Apply gift card, then enter GC1000000 as the gift card code.

  9. Click Get balance and then click Apply full amount. Click Add gift card, and then click Continue to confirmation.

  10. Click Confirm order, and make a note of the order confirmation number.

To modify a pending order, you must put it on hold.

To put an order on hold:

  1. In the Sitecore XC Business Tools, click the Orders icon.

  2. On the Orders dashboard, in the Search field, enter the order confirmation number of the order you created, and press ENTER or click the search button.

  3. On the Orders dashboard, in the Results section, click the confirmation number of the order.

  4. On the order details page, in the Summary section, click the drop-down arrow and click Hold Order.

  5. In the Hold Order window, click the check mark.

To add an item to an order:

  1. In the Line Items section of the order details page, click the drop-down arrow, and then click Add.

  2. In the Item field in the Add window, enter the item number Habitat_Master|6042222|56042225, and 1 in the Quantity field.

  3. In the Line Items section of the order details page, confirm that the item has been added to the order. In this case, that a Minnow Kid’s Tablet—7”, 8GB—Wifi has been added to the order.

  4. In the Details section of the details page for the order, make a note of the new grand total of the order, which should now be larger than the payment. Make a note of the new grand total.

Whenever you modify an order that is on hold by adding, removing, or editing line items such that the order total changes, you must modify the payment section. In this example, because you are adding an item to the order, you can add a gift card for the additional amount.

Note

If the new order total is less than the original, void the payment first and then add a new payment for the new order total.

To update payment for an order:

  1. In the Payments section of the order details page, click +.

  2. In the Add window, in the Option drop-down list, select Gift Card and click the check mark.

  3. In the GiftCardCode field, enter GC1000000 as the gift card code.

  4. In the Amount field, enter the new grand total.

  5. In the Details section of the order details page, confirm that the grand total and payment amounts now match.

To commit an order:

  1. In the Summary section of the order details page, select Commit On-Hold Order from the drop-down list.

  2. In the Commit On-Hold Order window, click the check mark.

The committed order is now automatically sent through the fulfillment and released steps of the orders process, and then moves to the final status of Completed.