LL - How to create an order in Shopify

Orders for ONE-TIME delivery items can be created inside Shopify by either inputting the customer's full CC or sending them an invoice.

Note - ONLY one-time delivery item orders can be placed inside Shopify! 

For one-time delivery items placed in Shopify see: https://www.loom.com/share/79b601cd3cb045cfa2fc1c8e6ee48bd3

If it's an auto-renew/subscription item, free trial, bundle, box, kit, etc - these items should be set up in Sticky.io as a subscription or inside the Recharge App. See explanation: https://www.loom.com/share/202413c441cb471f87ba8ebde61ce621 

Steps to place an order in Shopify:

1. From the orders tab - click create order
2. Select an existing customer or create a new customer (on the right side)
3. Select  Browse product/s, then select COLLECTIONS, then Customer Happiness orders 
4. Select the products you want
5. Apply discounts if applicable
6. Click the “COLLECT PAYMENT” dropdown then “ENTER CREDIT CARD”.
7. or we can also click on “SEND INVOICE”
8. Fill out the invoice form and send 
9. If it's a free order select mark as paid (only with management approval) -
   1. make sure you zero the order out by giving a 100% discount before marking it as paid.
   2. note any corresponding orders ID's and the reason why the order is free.
10. * Note that selecting a product labeled as an auto-renew or VIP item within Shopify will NOT set up a subscription for the customer, that must be done from within recharge. See recharge training for this.