1) Start creating a draft order
Navigate to the 'Orders' section by clicking on the 'Orders' option in the left sidebar menu. Initiate the process of creating a new order by clicking the 'Create Order' button in the center of the screen.
2) Find products to add to the order
Open the product selection window by clicking the 'Browse' button adjacent to the 'Search products' field.
3) Add products to the order
Add the selected products to the order by clicking the 'Add' button located at the bottom right of the product selection window.
4) Adjust quantities and choose a customer
Adjust the quantity of the products by clicking on its quantity field. Choose a customer for the order by selecting from the dropdown list in the 'Customer' section.
5) Click the 'Save' button at the top right.
Save the draft order by clicking the 'Save' button located at the top right of the screen.
6) Apply PortalSphere discount
Apply a discount to the order by selecting 'Apply discount (PortalSphere)' from the 'More actions' dropdown. After clicking the button a popup will be displayed letting you know the discount is being applied.
7) Review the Confirmation Popup
A popup will appear confirming that the PortalSphere discount has been applied. Once you see this message you'll need to refresh the page.
8) Verify the PortalSphere Tag
Once you refresh the page, confirm 'PORTALSPHERE_DISCOUNT_APPLIED' tag has been added in the 'Tags' field at the bottom right.
9) Review Discounted Prices
Review the product list to confirm that the wholesale prices are applied as expected. If the wholesale prices have not been applied yet, please refresh the page again.
