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 No order items yet 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 a new Facebook customer, ask them to message your Facebook page first so they appear in the list. For an order from outside Facebook and Instagram (for example WhatsApp or a physical store), leave Nickname empty and type the customer’s name in Customer so you can find the order later. It is saved as an offline order, not linked to any contact.
4. Select the order status and click SAVE & SHOW.
5. Click + Create under the No order items yet 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. An offline order has no FB button: copy the link and send it yourself instead.

1. Click FB to open the FB send cart dialog.
2. Click Send.

Boxify sends a standard message first. If the customer has not messaged your page in the last 24 hours and Facebook refuses it, Boxify automatically falls back to a Utility Message. Tick Text only if the customer cannot see the message in the app. There is no Force Send button.

Caution

If customers block or report the message, Facebook may restrict your page. See the Facebook Messenger policy for details.

See also:

• Send Payment Links
• Set up Auto reply in the messenger
• Facebook Blocked My Account from Sending Messages