Now we will switch over to the customer's roll, and place an order, by going to order a car at http://billing.yourwebsite.org/order/?form_id=3
Here are the options we will select:
Open a new window and proceed to "Order Manager"
At the moment, if we select Leads under our "Vehicles" Order Queue, you will notice that we have no Leads in this Order Queue.
Back on our Order Form, as soon as we select Next, a Lead is created:
Let's complete the Order from the Client's end.
Clicking Next here will complete the order.
With the completion of the order, the client will now be take to PayPal's site to pay:
If we proceed back to the Order Manager, we see that our client's order has moved to the "Processing" phase.
Clicking on the Order ID number "1016" takes us into the Processing area:
On the right hand side, under Order Actions, an administrator will now begin processing the manual parts of the order. The administrator will verify stock on the color paint, which is visible under "Service Details"...
... and then advance the order by selecting Process, on the first step.
This will bring us to a Popup, where the administrator will need to confirm that, yes the paint is in stock. Select "Process" to continue.
Back in the main processing menu, we see that the step has been marked complete:
The admin can now continue down the list and process the rest of the order. Once all of the steps have been completed, the order is moved into the "Complete" queue:
If we click on the main Client Manager icon and head to the Client Manager Dashboard, we can see that our client has been created, and we have a new outstanding invoice from our order!
