Manually Create Orders in the Boxify system

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Create new orders

Create an order from the Contacts page

1. Go to Contacts in the left menu.
2. Click the customer’s name, then click + New Order in the top right.
3. Select the order status and click SAVE & SHOW.
4. Click + Create under the Empty Order Items section.

Create an order from Active Orders or All Orders

1. Go to Orders › Active Orders or All Orders in the left menu.
2. Click + Create in the top right.
3. Select the customer’s name. For new customers: ask the customer to message your Facebook page first so they appear in the system.
4. Select the order status and click SAVE & SHOW.
5. Click + Create under the Empty Order Items section.

Create order items

Add an item using a keyword

1. Click + Create.
2. Under KEYWORD WITH STOCK, enter the keyword and quantity.
3. Tick Recalculate stock to have the system deduct the quantity from your available stock. (This is ticked by default.)
4. Select the item status and click SAVE.

Add an item using free text

1. Click + Create.
2. Under FREE TEXT, enter the item description, quantity, and total price.
3. Select the item status and click SAVE.

Note

Use FREE TEXT to add items that do not have a keyword set up in your product list.

Send the payment link to the customer

After creating the order, click the FB button in the top right to send the shopping cart to the customer.

1. Click FB.
2. Click SEND.

Caution

If more than 24 hours have passed since the customer last messaged your page, the system will warn you. You can use FORCE SEND to send anyway, but use this option carefully — if customers block the message, Facebook may restrict your page. See the Facebook Messenger policy for details.

See also:

• One button sends payment link
• Set up Auto reply in the messenger
• Monitor Your Page Quality & Insights to Prevent Restrictions