Orders can be added to existing customer accounts within the e-commerce interface. This allows you to process additional transactions for customers who already have accounts in the system, enabling you to manage upsells, additional purchases, and recurring billing modifications.
Step 1: Access Customer Profile
Click Go to E-commerce.
Navigate to the customer's profile where you want to add a new order.
In the Orders section, click New to begin a new transaction.
Step 2: Select Product and Configure Pricing
The system will display available products for the customer's campaign:
Select the product that you want to add to the customer's account from the available options.
You have the option to modify the product price in the amount field if needed.
Select multiple products if you want to add several items to the order.
Step 3: Configure Affiliate Information
Configure the affiliate tracking for this transaction. Leave the fields empty to skip affiliate attribution:
Enter a new Affiliate ID if you want to change the attribution.
Enter a new Sub Affiliate ID if applicable.
Enter a User Click ID if you want to track this transaction against a specific click identifier.
Leave these fields empty if no affiliate attribution is needed for this transaction.
Step 4: Submit Transaction
Review your selected products and pricing to ensure accuracy.
Verify the affiliate information if you made any changes.
Click Save to finalize the order and process the payment.