How to create and schedule an order

1. Go to "Create Order page"

From your admin's home page, open the main menu (the three lines at the top right, just after the moon and share button), then click on orders. Here, click on a button saying "Create Order".

2. Add Products to Cart

If you haven't yet posted the product, no worries, you can quickly add simple products and their prices from here. First enable this option in settings > checkout settings > order settings > "add one-off products on merchant orders" then you can now add your products, otherwise...

Search for products you want to sell and add them to cart.

3. Give discounts(optional)

If you want to give the customer a discount , you can tick the line discount or order discount checkboxes, enter the amount to deduct and a reason (can be even waliongea) and that amount will be deducted from the order total.

4. Enter customer contacts

Customer's email and last name are optional, you can also search for customers you've previously created orders for, or have shopped from your website.

5. Set the shipping method & check prices to communicate to customers in DMs

If client wants to come pick at your CBD pickup point:

Set method to shop pickup, then choose the pickup point your products are currently at.

if client wants it delivered via the shop's riders:

set method to custom shipping, and search for the location in "custom options". If a you can't find a location, simply click "create a shipping option" down below and add it

if client wants it delivered via matatu sacco

Choose matatu sacco shipping, choose the town, then the sacco then finally the branch.

If client wants it delivered via Pickup Mtaani

Select pickup mtaani then proceed.

You can also use the shipping section to check for prices and communicate to the clients who still prefer to shop from your DM

6. Set the desired payment plan

The plan is where you communicate how this order's being paid for:

• If client wants to pay both product fee & delivery fee now in full before delivery- set plan to full order payment
• If client wants to pay both product fee & delivery fee later on delivery- set plan to save order
• If client wants to pay delivery fee first then the product fee later- set plan to delivery fee first
• If client wants to pay for product first then the delivery fee later- set plan to product fee first

7. Set the Mode of payment

• Generate payment link- the most convenient mode of payment. Here you get a link that you then share with client for them to pay. When they pay, the order's automatically created & delivery fees transferred to Moveka. (that's if you enabled "Route delivery fees to Moveka" in settings > shipping settings).
• Use Wallet Balance- this is recommended if you had prompted your client directly from your wallet without creating an order prior, or if the client just paid to your Uzanga Paybill and now's when you're scheduling the order.
• Send Mpesa STK Prompt- choose this if you want to prompt the client from where you are. This gives off that professional business owner vibe.
• Paid outside the system- use this if the client paid you from outside the system.
• Attach Direct Mpesa payment- use this if client was earlier prompted the exact amount or directly paid the exact amount to your paybill and you're now attaching it to your order.

8. Create the checkout, sit back and relax

Once the order's created, our shop attendants will be notified about the order, check its details and proceed accordingly.