Order Management – Create Order From Existing Order

The simple process of making new orders from an old one in OMNI is demonstrated in this video.
For any ambiguities or additional questions, please, contact us directly.

  • Go to the main menu
  • Select “Order View”
  • Place the arrow of the computer mouse above any order ID or SO# you wish
  • Press the right mouse button
  • In the popup quick menu select “Create order from”
Order View screen in CommerceBlitz OMNI showing order list with right-click popup menu and Create Order From option for duplicating an existing order

B) Select the order type

  • Select the “Add Order” submenu
  • Choose the type of order
  • Press the “Continue” command button
CommerceBlitz OMNI Add Order screen showing order type selection options including In Store, Return Replacement, Sold Out Reorder, Custom Employee, and In House with Continue button

C) Fulfilling order

  • Fulfill all fields with “*” in the form
  • Press the “Continue” command button
CommerceBlitz OMNI Add Order Shipping Address step showing required fields for customer name, phone number, address, city, state, postal code, and Continue button

D) Add product in order

  • Enter UPC or SKU in the field and confirm by pressing “Scan” or “Enter” on the keyboard
  • Continue scanning UPC or SKU until finished
  • Edit discount and sale tax
  • Press the “Continue” command button
CommerceBlitz OMNI Add Items step showing how to add products to an order by entering UPC or SKU, applying sales tax or discounts, reviewing item totals, and continuing to complete the order

E) Payment

  • Recheck the order. If something is wrong, return to the previous window by pressing the “Back” command button or continue to pay the order by pressing the “Confirm Payment” command button
  • Select the payment type from the dropdown menu in a popup window.
  • Confirm by pressing the “Confirm” command button in the popup window
  • Confirm the order by pressing the “Confirm Order” command button
CommerceBlitz OMNI Complete Order payment screen showing order review, order totals, shipping cost, order notes, and confirming payment and order completion
  • Select the payment type from the dropdown menu in a popup window
CommerceBlitz OMNI Confirm Payment popup showing payment type dropdown, transaction ID field, and confirm payment action
  • Confirm by pressing the “Confirm” command button in the popup window
  • Confirm the order by pressing the “Confirm Order” command button
CommerceBlitz OMNI complete order screen showing confirm order button, order summary, shipping cost, sales tax, and payment confirmation details