This screen of the 'Creating Offline Order' wizard is where you enter the customer contact information for the order.
Note: This screen is practically identical to the 'Customer' tab of an order - described in The 'Customer' Tab - Checking Contact Details.
This tab requires you to enter two addresses: one for 'Invoice Contact' and one for 'Delivery Contact'. If both addresses are the same, then de-select the 'Different Invoice and Delivery Address' checkbox at the top of the screen. That way, you will only have to enter details in the 'Invoice Contact' area.
If you selected the 'Never Shopped Before' option on the previous screen, then you will need to enter the name and address information into the fields provided. The following fields are required:
· Name
· Address Line 1
· City
· Postal Code
· Country
You can click the 'Create Customer Account' button to turn these contact details into a customer account. For more details, see Customer Account Overview.
If you selected the 'Shopped Before' option on the previous screen (and entered an order number) then the fields here will be populated with the contact details supplied with that order.
If you selected 'Account Customer' then you will be able to select an address from the customer account from the 'Select Address' drop-down at the top of the screen. You can edit the customer account details by pressing the 'Edit Customer Account' button in the bottom-right corner.
Click 'Next' to go to the next screen of the wizard.
The other screens of the wizard are listed below:
· Adding A New Order Into Actinic
· New Order - Confirming Tax Details
· New Order - Adding Items To The Order
· New Order - Confirming Shipping And Payment
· New Order - Confirming And Completing An Offline Order