Manually build order in Salesforce

1. Create the opportunity in Salesforce

Select Opportunity > New Opportunity.

The New Opportunity window is displayed.

Select Product Sales and click Next.

The New Opportunity: Product Sales window is displayed.

Complete the fields in the table below.

Field  Action
Opportunity Name Enter ‘Web Order – [order ID of web order] – Manual'.

Note: This information is in the ‘SalesForce Checkout Error on live’ email.
Close Date Enter the date the order was made on the website
Contact Select the customer’s contact record.

Note: You can check that you have the correct contact record by selecting ‘Show all results for [customer’s email address]’ in this field and checking if there is more than one contact record. If there is, ensure you select the correct one.
Stage Select ‘Closed Won – Product Ordered’.
Shipping Address Select the shipping address. 

Click Save. The Opportunity screen is displayed.

2. Add the product and freight to the opportunity

On the right-hand side of the Opportunity screen, select Choose Price Book in the Products drop down..

Select the default Price Book for your state and click Save.

Select Add Products in the Products drop down.

The Add Products page is displayed.

Search for the product in the search field at the top of the screen. Select the product.

Repeat the above step to add all products in the order.

Search for ‘Freight’ in the search field. Select freight.

To review your selections, click Show Selected at the top left-hand side of the window. Only the select products/freight are displayed.

Click Next.

The window Edit Selected Product displays the selected products.

In the Quantity field, enter the quantity required for each product and for the freight.

Click Save.

You are returned to the Opportunity screen.

3. Adjust Payment Details

Skip this step if there is no website order.

The payment details in the Salesforce order must match those in the website.

In the Opportunity screen, click on the Details tab, scroll down and review the Payment Details section.

Note the amount in the Total Including GST field ($164.96) in the example above) This includes the freight as well as the GST.

Return to the website order (Commerce > Orders). Check the Total amount under the TOTAL PRICE column ($164.95 in the example below).

The Total Including GST amount should be exactly the same as the Total in the website order.

  • There may be a very small discrepancy (less than five cents) due to the way each system rounds GST.
  • If the customer had access to a discounted price on the website, this would also cause a discrepancy.

If there is a discrepancy, you must update the Salesforce order to match the website order.

Return to Salesforce. In the Opportunity screen, under Products (right-hand side of the screen), select Edit from the drop down menu  next to the product you want to edit.

The Edit Opportunity Product window is displayed.

Edit the amount in the Sales Price field to recalculate the Total Including GST so that it will match the website order.

Note: You may need to adjust the Sales Price of other products in the order if a discrepancy is identified.

4. Create the Payment in Salesforce

If there is a website order, check the Payment page in the website to see that the payment was completed. If the PAYMENT GATEWAY column is populated, this indicates that the payment was made by credit card.

Return to Salesforce and access the Payments screen.

The Payments screen is displayed.

Click New. The New Payment window is displayed.

Complete the fields in the table below.

Field Action
Status Select ‘Approved’.
Type Select [name of payment gateway, e.g. Braintree].
Opportunity Select the opportunity you created for this order.
Payment Date Select the date of the actual payment.
Payment Amount Enter the payment amount (= Payment amount in website order).
Reference Id Enter the Remote ID.
Note: The Remote ID is the transaction ID from the Payments page in the website order.
eWay Details: Auth Code Enter the Remote ID.
eWay Details: Txn Number Enter the Remote ID.

Click Save.

Return to the Opportunity screen.

Complete the fields in the table below.

Field Action
Payment Status Select ‘Paid’.
Payment Method Select ‘Credit Card’.
Source Select ‘Website’.
Important: It is essential to select ‘Website’ in this field.

Click Save.

SA only: The order will be created in MYOBA.

The customer will receive a tax receipt.