Customer Orders

Create New Customer Order
You can create a new customer order directly from the BRP dashboard. Order creation can be done either in single, or in bulk.

To create a new single customer order,
Step 1: Click Sales > Orders.

Step 2: Click the “Add” button.

Step 3: At the Customer Details tab, select the Customer Name from the drop down list (if the customer is already registered).

If the customer name is not inside the drop down list, you may manually enter the customer information (First Name, Last Name, Email).

Step 4: Press “Continue” to proceed.

Step 5: Here you need to add the products into the order list.

Choose the product from the drop down list you want to add into the order.
Enter the quantity of the products.
Add the Product into the Order List.
After completion, press “Continue” to proceed.

Step 6: At the Payment Details tab, this is for the payment process.
Click the “Choose Address” to reveal the drop down list if the customer is already registered.

Otherwise you can manually add the customer information. (First Name, Last Name, Telephone Number, Address, City, Country, Region/State).

Press “Continue” to proceed.

Step 7: At the Shipping Details tab, this is for the shipping.
Click the “Choose Address” to reveal the drop down list if the customer is already registered, or press “Copy Payment Address” if the customer shipping details are the same with payment details at the previous page.

Otherwise you can manually add the customer information. (First Name, Last Name, Telephone Number, Address, City, Country, Region/State).

Press “Continue” to proceed.

Step 8: At the “Totals” tab, check whether the orders are correct.

Then underneath are Order Details you need to pay attention and select based on the options.

1. Shipping Method.

Select “Malaysia - RM0.00” at the drop down list.

2. Payment Method

Select “Approved Credit Term”.

3. Proof of Payment

Attach the proof of payment.
Press “Full Payment” if the payment has been made in full.

Press either one “Apply” button to apply the shipping fees to the order list.

Step 9: Select the Order Status to change to “Processing” and press “Save” to continue.

Step 10: Once you have saved, you may go to the Order List (Sales > Orders) to check whether your order has been created.

To create a new bulk customer order,
Step 1: Click Sales > Orders.

Step 2: Click the small arrow beside the “Add” button and then select “Import Excel”.

Step 3: Press “Download Template” to download the Excel template.

Step 4: Open the Excel template. (File name: order_template.xlsx)

Step 5: Fill up the template according to the format given.

Details to fill into the template
1. Row Number

One row = one product = one order
One order may have multiple products, write in the same row number if the product is under the same order.

2. First Name, Last Name,Email

If under the same order then duplicate.

3. Billing Phone Number, Shipping Phone Number,

If under the same order then duplicate

4. Address Line One, Postcode, City, State, Country,

If under the same order then duplicate

5. Shipping Method, Shipping Fee,

6. Payment Method,

Cash on Delivery
Free Checkout
Approved Credit Term
Online Payment
If the value is empty, the Payment Method will be defaulted to "Bank Transfer".

7. Payment Method Fee

If available.

8. Model, Product Name, Quantity, Unit Price,

The product ordered

9. Order Status,

Select [Processed] for customers who have paid and are ready for the warehouse to pickpack.

Step 6: Go to the BRP Order page. (Sales > Order)
Click the small arrow beside “Add” and select “Import Excel”.

Step 7: At the Import Orders From Excel, first click “Choose File” to select the Excel template from your computer to load.

Then at the Default Order Status choose “Pending” and then finally press “Upload Excel” to upload the Excel spreadsheet to BRP.

Note: If the Excel template has already mentioned the order status then the (2) default order status will not do anything.

Step 8: If successfully imported BRP will display green notification.
You can press the “click here” to go back to the order list, or go to Sales > Orders.

Step 9: Confirm that the orders have been imported into the orders list.

Congratulations you have successfully created new customer orders!

Viewing Customer Orders

To view customer orders,
Step 1: Click Sales > Orders.

Step 2: To check the orders, click on the Order ID you would like to view.

There are several action buttons available on the right side, such as:

View Order Invoice
Duplicate Order
Edit Order

View Order Invoice

To view the order invoice,

Step 1: Click the order ID.
You may use the search/filter function located at the top of the page.

Step 2: After you have found the order, click the “View” button located on the right side.

Here you will be able to view the order invoice.

View Order Payment Status

To view the order payment status at a glance,
Step 1: go to Sales > Orders > Payment Status Update.

Here at a glance, you will be able to see the payment status of all orders, such as the order ID, order number, date ordered, customer name, payment method, payment status, order status and the total amount paid.
At the same time, you may also upload proof of payment.