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In this video, I will demonstrate how to create an “Offline” Order in the KIBO Order Admin. “Offline” Orders are helpful when assisting customers over the phone, or managing complex requests.“Offline” Orders are different from KIBO’s “Cart Takeover” feature for Customer Service Rep’s; instead of returning the cart to the customer to finish the checkout process themselves, we will enter payment and shipping information on behalf of the shopper and then submit the order directly through the Admin UI. In this video, I will demonstrate how to create an “Offline” Order in the KIBO Order Admin. “Offline” Orders are helpful when assisting customers over the phone, or managing complex requests. “Offline” Orders are different from KIBO’s “Cart Takeover” feature for Customer Service Rep’s; instead of returning the cart to the customer to finish the checkout process themselves, we will enter payment and shipping information on behalf of the shopper and then submit the order directly through the Admin UI. To navigate to the Order Admin, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. To navigate to the Order Admin, in the left menu, on the “MAIN” tab, click “Orders”, then click the “Orders” submenu. This is the Orders Dashboard. We discussed the Dashboard fully in a previous video. This is the Orders Dashboard. We discussed the Dashboard fully in a previous video. To create a new “Offline” Order, click the “Create New Order” dropdown on the top right, then select a “Site”. In this example, we’ll create the new Order using the “US” Site. To create a new “Offline” Order, click the “Create New Order” dropdown on the top right, then select a “Site”. In this example, we’ll create the new Order using the “US” Site. This is the New Order Detail page. We’ll discuss all sections.Important Note: due to user roles and permissions, not every option demonstrated in this video will be available to every user. The intent here is to show what is possible within KIBO’s Order Admin. This is the New Order Detail page. We’ll discuss all sections. Important Note: due to user roles and permissions, not every option demonstrated in this video will be available to every user. The intent here is to show what is possible within KIBO’s Order Admin. Similar to existing Orders, there is a “Header” at the top of the New Order Detail page. This “Header” has the “Order Number” and “Status”, “Search” and “Advanced Filtering”, page navigation “Arrows”, and the “Submit Order” & “Create New Order” buttons. Other than “Submit Order”, we discussed this “Header” in a previous Order Admin Overview video. Similar to existing Orders, there is a “Header” at the top of the New Order Detail page. This “Header” has the “Order Number” and “Status”, “Search” and “Advanced Filtering”, page navigation “Arrows”, and the “Submit Order” & “Create New Order” buttons. Other than “Submit Order”, we discussed this “Header” in a previous Order Admin Overview video. On the left of the page, we have a condensed version of the Orders Dashboard, for reference. The Dashboard is collapsable by clicking the “left arrow” on the right side of the pane. On the left of the page, we have a condensed version of the Orders Dashboard, for reference. The Dashboard is collapsable by clicking the “left arrow” on the right side of the pane. Underneath the “Header”, similar to existing Orders, we have the “General Order Information” section. This will automatically update as we fill the Order. Underneath the “Header”, similar to existing Orders, we have the “General Order Information” section. This will automatically update as we fill the Order. For the new “Offline” Order, the first thing we need to do is identify the Customer. If it’s a new Customer, we’ll click the “Create New Customer” button, which will open a modal where we can input their information.We discussed “Creating B2C Customer Accounts” in a separate video. For the new “Offline” Order, the first thing we need to do is identify the Customer. If it’s a new Customer, we’ll click the “Create New Customer” button, which will open a modal where we can input their information. We discussed “Creating B2C Customer Accounts” in a separate video. If the Customer already has an account, we can click the “Customer Search” dropdown and scroll, or type to Search and locate their account. When we’ve found it, we’ll click on it to apply it to the Order. If the Customer already has an account, we can click the “Customer Search” dropdown and scroll, or type to Search and locate their account. When we’ve found it, we’ll click on it to apply it to the Order. When we’ve applied either a new or existing Customer Account to the Order, the “General Order Information” section will update with the Customer information. When we’ve applied either a new or existing Customer Account to the Order, the “General Order Information” section will update with the Customer information. Applying a Customer Account to the new “Offline” Order also creates the “Order Details” and “Audit Log” sections of the New Order Detail page.“Order Details” is where we’ll add items and configure shipping and pricing, which we’ll review shortly. We did a full review of the “Order Details” tab section in a separate video.The “Audit Log” keeps a running log of all changes to an Order, both by a user or system automation. Applying a Customer Account to the new “Offline” Order also creates the “Order Details” and “Audit Log” sections of the New Order Detail page. “Order Details” is where we’ll add items and configure shipping and pricing, which we’ll review shortly. We did a full review of the “Order Details” tab section in a separate video. The “Audit Log” keeps a running log of all changes to an Order, both by a user or system automation. To add items to the new “Offline” Order, click the “Edit Details” button in the “Order Details” section. To add items to the new “Offline” Order, click the “Edit Details” button in the “Order Details” section. This is the “Edit Details” page. We’ll discuss all sections. This is the “Edit Details” page. We’ll discuss all sections. At the top of the page, we have the “Order Number” and applied “Price List” displayed for reference. We can always manage the “Price List”, as we’ll see shortly. At the top of the page, we have the “Order Number” and applied “Price List” displayed for reference. We can always manage the “Price List”, as we’ll see shortly. The next section down is where we Search for and Add Products. We’ll walk through that process now. The next section down is where we Search for and Add Products. We’ll walk through that process now. In the “Product Search” field, we can click the dropdown to scroll or type to Search for Products in the Catalog associated to the “US” Site we selected earlier.When we have found the product we want, we’ll click on it to add it to the Order. If the product has options, like size or color, we will select those in a pop-up modal when adding the Product. In the “Product Search” field, we can click the dropdown to scroll or type to Search for Products in the Catalog associated to the “US” Site we selected earlier. When we have found the product we want, we’ll click on it to add it to the Order. If the product has options, like size or color, we will select those in a pop-up modal when adding the Product. If the product we’ve selected offers a “Subscription”, we can select to “Subscribe” to it here. When we’ve selected “Subscribe”, we’ll then choose the “Frequency” we want to reorder the Product.We discussed creating “Subscription Orders” in a separate video. If the product we’ve selected offers a “Subscription”, we can select to “Subscribe” to it here. When we’ve selected “Subscribe”, we’ll then choose the “Frequency” we want to reorder the Product. We discussed creating “Subscription Orders” in a separate video. Next, we’ll need to select the item’s “Fulfillment Method”. There is a “Direct Ship” option for “Ship to Home”, and individual “Location” options for “Buy Online Pickup in Store”, including Delivery.“Real-Time Inventory” totals are displayed in the “Fulfillment” options. The “Direct Ship” option will display an “aggregate” total, while the “Pickup” options will display the total at that specific location. Next, we’ll need to select the item’s “Fulfillment Method”. There is a “Direct Ship” option for “Ship to Home”, and individual “Location” options for “Buy Online Pickup in Store”, including Delivery. “Real-Time Inventory” totals are displayed in the “Fulfillment” options. The “Direct Ship” option will display an “aggregate” total, while the “Pickup” options will display the total at that specific location. If the total includes “Future Inventory”, the value will be underlined, and hovering over it will then reveal a breakdown of “Future” and “Current” Inventory levels. If the total includes “Future Inventory”, the value will be underlined, and hovering over it will then reveal a breakdown of “Future” and “Current” Inventory levels. Lastly, for this line item, we’ll enter the “Quantity” for the selected product. Click the “Add” button to add the product to the Order. Lastly, for this line item, we’ll enter the “Quantity” for the selected product. Click the “Add” button to add the product to the Order. This is the configured “Line Item 1” for this Order. If we need to remove this item, we can click the “X” on the far right. This is the configured “Line Item 1” for this Order. If we need to remove this item, we can click the “X” on the far right. We’ll add a second line item to the Order following the same process, but this time we’ll select “Pickup” as the “Fulfillment Method”.KIBO supports “Mixed Carts”, in which the order can include different types of “Fulfillment” methods, such as “Direct Ship”, “Pickup”, “Delivery”, and “Curbside”, all in the same Order. KIBO also supports both “Subscription” and “One-time Purchase” items in the same Order, also with mixed “Fulfillment”. We’ll add a second line item to the Order following the same process, but this time we’ll select “Pickup” as the “Fulfillment Method”. KIBO supports “Mixed Carts”, in which the order can include different types of “Fulfillment” methods, such as “Direct Ship”, “Pickup”, “Delivery”, and “Curbside”, all in the same Order. KIBO also supports both “Subscription” and “One-time Purchase” items in the same Order, also with mixed “Fulfillment”. The first line item had an automatic “Discount” applied to it. If we need to remove the “Discount” from the line item, we’ll click the “X” next to it. The first line item had an automatic “Discount” applied to it. If we need to remove the “Discount” from the line item, we’ll click the “X” next to it. This will cross out the text to show it is no longer applied, but it will remain in place on the line item. If we wish to reinstate the discount, we can click the “slash” icon to reapply it. This will cross out the text to show it is no longer applied, but it will remain in place on the line item. If we wish to reinstate the discount, we can click the “slash” icon to reapply it. The product “Discount” is applied directly to the “Line Item Total”, for clarity. The product “Discount” is applied directly to the “Line Item Total”, for clarity. We can manually override an items unit pricing by clicking into the “Amount” field and updating it’s value. This can be helpful for scenarios like “Price Matching”. We can manually override an items unit pricing by clicking into the “Amount” field and updating it’s value. This can be helpful for scenarios like “Price Matching”. In this example, we’ll change the amount from 40to40 to 35. This will update the “Line Item Total” as well as the Order subtotals. In this example, we’ll change the amount from 40to40 to 35. This will update the “Line Item Total” as well as the Order subtotals. Since we have “Direct Ship” items on the Order, we’ll need to select a “Shipping Method”.KIBO supports several shipping carriers out-of-the-box, such as “UPS”, “USPS”, and “FedEx”. Users can also setup custom shipping rates, such as a “Flat Rate” or “Percentage of an Order” options. We’ll discuss creating and managing “Shipping Carriers” in a separate video.In this example, we’ll select “FedEx 2 Day” as the “Shipping Method” for the Order. Since we have Direct ship items on the order will need to select a shipping method. Kibo supports several shipping carriers out of the box such as UPS, USPS and FedEx. Users can also set up custom shipping rates such as a flat rate or percentage of an order options. We’ll discuss creating and managing shipping carriers in a separate video. In this example, we’ll select FedEx 2-day as the shipping method for the order. In addition to line item pricing, we can also apply manual adjustments to the “Order Subtotal”, “Shipping”, or “Handling” totals. This can be helpful for Order Appeasements, if applicable. In addition to line item pricing, we can also apply manual adjustments to the “Order Subtotal”, “Shipping”, or “Handling” totals. This can be helpful for Order Appeasements, if applicable. In this example, we’ll cancel out the Shipping fee. To do that, we’ll click the dropdown under the “Shipping/Delivery” section, and select “Subtract from Shipping/Delivery Total”. We also have the option to “Add” to the Order subtotals, if applicable. In this example, we’ll cancel out the shipping fee. To do that. We’ll click the drop-down under the shipping delivery section and select subtract from Shipping delivery. Total, we also have the option to add to the order subtotals if applicable We’ll input the exact Shipping fee next to the “Subtract from Shipping” selection. This will effectively make the Shipping on this Order “Free”. We’ll input the exact Shipping fee next to the “Subtract from Shipping” selection. This will effectively make the Shipping on this Order “Free”. The “Order Total” is adjusted in real-time when Order pricing is modified. The “Order Total” is adjusted in real-time when Order pricing is modified. For the “Pickup” item, the shopper placing the Order is automatically set as the primary “Pickup Contact”. We can also set an “Alternate Contact”, if needed, by clicking the “Add alternate pickup contact” link and supplying all required information.We discussed “Pickup Contacts” in a separate video. For the “Pickup” item, the shopper placing the Order is automatically set as the primary “Pickup Contact”. We can also set an “Alternate Contact”, if needed, by clicking the “Add alternate pickup contact” link and supplying all required information. We discussed “Pickup Contacts” in a separate video. In addition to automatic “Discounts”, we can also manually apply “Coupons”. This is helpful in situations where the shopper would manually enter a “Coupon Code” to apply a “Discount”.We can click the dropdown and scroll or type to Search for “Coupons”, and then click them to apply to the Order. If we click on a “Coupon” that isn’t valid for the Order, we’ll get a notification that it is “Invalid” and it will not apply. In addition to automatic “Discounts”, we can also manually apply “Coupons”. This is helpful in situations where the shopper would manually enter a “Coupon Code” to apply a “Discount”. We can click the dropdown and scroll or type to Search for “Coupons”, and then click them to apply to the Order. If we click on a “Coupon” that isn’t valid for the Order, we’ll get a notification that it is “Invalid” and it will not apply. We can manage the “Price List” for the Order at any time. If we have “Subscription” items on this Order, or if the shopper is in a “VIP” Segment and gets preferential pricing, we can apply those lists here.We discussed creating and managing “Price Lists” in a separate video. We can manage the “Price List” for the Order at any time. If we have “Subscription” items on this Order, or if the shopper is in a “VIP” Segment and gets preferential pricing, we can apply those lists here. We discussed creating and managing “Price Lists” in a separate video. If we need to capture any “Customer Notes” on the Order, we can click into the “Customer Notes” field and enter that information. If we need to capture any “Customer Notes” on the Order, we can click into the “Customer Notes” field and enter that information. If the items on this Order are being sent as a gift, there is a “Gift Message” field under “Gift Options” where we can enter any message the shopper wants included with the shipment. If the items on this Order are being sent as a gift, there is a “Gift Message” field under “Gift Options” where we can enter any message the shopper wants included with the shipment. If a single item on the Order is a gift, we can select the specific item and enter a similar “Gift Message” that will be included with that item. If a single item on the Order is a gift, we can select the specific item and enter a similar “Gift Message” that will be included with that item. When we have added all items needed and configured all fields, we’ll click “Save” to update the Order.We can come back and update the “Edit Details” page at any time, up until the Shipment is created on this Order, which usually happens shortly after the Order is submitted. When we have added all items needed and configured all fields, we’ll click “Save” to update the Order. We can come back and update the “Edit Details” page at any time, up until the Shipment is created on this Order, which usually happens shortly after the Order is submitted. Now that we have items on this Order, the system creates the “Payments” section, where we can add the shoppers payment information. To do that, we’ll click the “Payments” tab. Now that we have items on this Order, the system creates the “Payments” section, where we can add the shoppers payment information. To do that, we’ll click the “Payments” tab. Clicking the dropdown next to the “Add Payment” button opens a menu with all available “Payment Types” configured for the “US” Site we selected earlier. We discussed creating and managing “Payment Types” in a separate video.In this example, we’ll click “Credit Card”. Clicking the dropdown next to the “Add Payment” button opens a menu with all available “Payment Types” configured for the “US” Site we selected earlier. We discussed creating and managing “Payment Types” in a separate video. In this example, we’ll click “Credit Card”. This will open the “Add Payment” modal. If we need to add a “New Credit Card”, we can select that option on the top right of the modal, and then fill in all required information. Required fields are noted with a green “star”.When we have entered all of the required credit card information, we’ll click “Save”. This will open the “Add Payment” modal. If we need to add a “New Credit Card”, we can select that option on the top right of the modal, and then fill in all required information. Required fields are noted with a green “star”. When we have entered all of the required credit card information, we’ll click “Save”. If the shopper has payment information saved to their account, we can access that by clicking “Saved Credit Cards”. We will need the “CVV” value to be able to save the payment method to the Order.There is also an option for “Order Credit Cards”, but that is typically for Returns and Exchanges, or for Orders that need a “Reauthorization”.When we have entered all of the required credit card information, we’ll click “Save”. If the shopper has payment information saved to their account, we can access that by clicking “Saved Credit Cards”. We will need the “CVV” value to be able to save the payment method to the Order. There is also an option for “Order Credit Cards”, but that is typically for Returns and Exchanges, or for Orders that need a “Reauthorization”. When we have entered all of the required credit card information, we’ll click “Save”. When we have saved the Payment Method to the Order and an Authorization has been returned, we are then ready to “Submit” the Order. When we have saved the Payment Method to the Order and an Authorization has been returned, we are then ready to “Submit” the Order. Again, we can return to the “Edit Details” page in the “Order Details” section at any time to add or remove items from the Order. Once the Order is “Submitted”, and the Shipment has been created, we will be unable to access the “Edit Details” page.If we have “Configurable Shipment Release”, also known as a “Remorse Period”, setup on our tenant, this delays Shipment creation by a preset amount of time after the Order has been “Submitted”. During this period, we’ll still be able to access the “Edit Details” page to make changes to the Order. We’ll discuss “Configurable Shipment Release” in a separate video. Again, we can return to the edit Details page in the order details section at any time to add or remove items from the order. Once the order is submitted and the shipment has been created, we will be unable to access the edit Details page. If we have configurable shipment release also known as a remorse period. Set up on our tenant, this delayed shipment creation by a preset amount of time after the order has been submitted. During this period, we’ll still be able to access the edit Details page to make changes to the order. We’ll discuss configurable shipment release in a separate video. When we have configured the Order as needed, we’ll click “Submit Order”. This will place the Order and add it to the Orders Dashboard. When we have configured the Order as needed, we’ll click “Submit Order”. This will place the Order and add it to the Orders Dashboard. When the Shipment is created, the system will create the “Shipments” section on the Order Detail Page, as well as the “Returns” section. When the Shipment is created, the system will create the “Shipments” section on the Order Detail Page, as well as the “Returns” section. Clicking on the “Shipments” tab, we’ll see that two shipments have been created for this Order: one for the “Pickup” line item, and one for the “Direct Ship” line item. Clicking on the “Shipments” tab, we’ll see that two shipments have been created for this Order: one for the “Pickup” line item, and one for the “Direct Ship” line item.

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