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Beans Online Store Help

Initial setup

  • Updating logo
  • Updating Terms and Conditions
  • Adding products
  • Enabling payment methods
  • Setting up general shipping policies
  • Setting up shipping zones
  • Setting up shipping method
  • Making a test order

Wholesale roles

  • Wholesale roles
  • Setting up wholesale roles
  • Restricting a product category to a wholesale role
  • Restricting a product to a wholesale role
  • Restricting variations to specific wholesale roles

Wholesale prices

  • Wholesale prices
  • Global discounts
  • Product Category Discounts
  • Product Discounts
  • User Discounts

Products

  • Product types
  • Simple vs variable products
  • Add new product
  • Categorizing products
  • Product attributes and variations
  • Product attributes
  • Product bulk update
  • Missing products after CSV import
  • Edit product variation
  • Improve product overview page load time

Shipping

  • Setting up general shipping policies
  • Setting up shipping zones
  • Setting up shipping method

Payments

  • Enabling payment methods
  • Setting up payment method
  • Restrict payment methods

Customers

  • Add new Customer
  • Place an order for a customer
  • Reorder a previous order
  • Registration form
  • Customize registration form
  • Customize email templates
  • Customer registration to wholesale storefront
  • Approving customer registration
  • Customer login
  • Accessing “My account” page
  • Checkout

Taxes

  • Enabling Taxes
  • Configuring Tax Options
  • Setting up tax rates
  • Tax Exempt a Wholesale Role
  • Apply different Tax Rates to Wholesale Customers

Integrations

  • List of integrations
  • Connect to Cropster
  • Synchronizing an order in Cropster
  • Assign Xero codes to different product categories
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  • Place an order for a customer

Place an order for a customer

< 1 min read

Note: To learn how your customers can reorder products from previously placed orders via their wholesale account, visit the following article: Reorder a previous order.

You can easily place an order on behalf of your customers, by following the instructions outlined below:

  1. From your Dashboard, go to the Users section.
  2. Find the user in question, hover over the user, then click the Switch to button
    Note: You will be directed to the My account section for this customer.

To learn about setting up payment methods, visit the following article: How to set up a new payment method

My account

From the customer’s My account section, you can either:

  • Reorder a previous order (buyer’s perspective)
    OR
  • Click on the Home () button, to go to the Product overview, and assemble the order.

Once you have reviewed the Cart, and finished the Checkout process, you may switch back to your admin account by scrolling to the bottom of the page, then click the Switch back to <name> (<shop name>) button.

Appearance, Checkout, Customer, Discount, Invoice, My account, Order, Payment, Product, Product variation, Shipping, Storefront, User
Add new CustomerReorder a previous order
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