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 a member purchases an item outside of your online Club Store, such as in person or over the phone, you can manually create an order on their behalf. This allows you to assign the order to the member, provide them with a receipt, and keep all of your Club Store orders in one place.

Creating a New Order

To manually create a Club Store order:

1. Navigate to Club Store > Place Order.

You will see a list of your available products alongside the order creation panel.

Step 1: Select the Member

Begin typing the member's name into the Member field.

As you type, matching members will appear in a list. Click the correct member to assign the order to them.

Step 2: Add Products

Browse the list of available products and click Add to Order next to each item you would like to include.

To make finding products easier, you can use the Category filter at the top of the product list.

Once products have been added, you can:

Select any available product variations.
Adjust the quantity of each item.
Review the total order value, which updates automatically.

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.

Step 3: Select the Delivery Method

Choose how the member will receive their order.

Depending on your Club Store settings, you can select either:

• Collection
• Delivery

Please note: Delivery options must first be enabled within your Club Store Settings.

Step 4: Record Payment and Complete the Order

The final step is to record how the member has paid for their order.

Select the appropriate payment method, then add any additional notes if required, such as delivery instructions or other important information.

Please note: If the member is paying by cash, you can create the order without recording payment immediately. This allows you to create the order first and update the payment details once the cash has been received.

Managing Your Order

Once the order has been created, it will appear in Club Store > Orders, where you can:

• View the order details.
• Update the order status.
• Record payments.
• Edit order information if required.

For more information, please see Managing Your Club Store Orders.

Need help?

If you need any help with this process, please contact the support team at [e-mail].

Thank you,

Coacha Team