Adding a new order (manually)

NOTE: The Coacha Store feature is included with the Coacha Custom Plan only. You will need to be on trial or subscribed to the Coacha Custom Plan in order to enabled your club store. 

If someone buys items from your store, you may want to create an order manually for the item and assign it to the member so that they can have a receipt. This guide will talk you through the process of creating a new order. 

Head to CLUB STORE - Place Order

Once you are in this section you will see a list of products, and a panel for you to create a new order. Note: this may be below the product list in some browsers

Creating a new order

To create a new order couldn't be simpler. 

Step 1 - start typing the name of the member in the Member box - once you have found the member you are looking for click their name.

Step 2 - Add the product for the order. You do this by clicking the 'Add to Order' button next to the product you want to add.

Note: You can use the category selection at the top to filter the product list.

Once you have added the products to your order, select any variations and adjust the quantity. 

You will see the total price of the products below these options. 

Step 3 - Enter Delivery option - You can mark the order as requiring delivery or being collected by the member. Note: this will need to be enabled in club store settings.

Step 4 - Payment method and completing your order - The final steps for completing your order are to select the payment method the member will or has used and then add any additional notes to the order such as delivery details or other important information.

Note: When creating an order where the member pays in cash, it is possible to create the order without recording a payment. This allows you to create the order and then record the cash payment on the order when the cash comes in. 

Once you have created your order it will appear in the CLUB STORE > ORDERS page where you will be able to edit information and status. 

Thanks 

The Coacha Team