Open the customer's chat and press Make the order at the top. The order form opens with the customer's name and phone already filled in. Save it, and the order stays linked to the chat and to the seller who has it.
Where to find it
Admin › CRM › Inbox, open a chat, then Make the order at the top right.
You see the button when you can answer the chat (it is yours, or you have Inbox — every chat) and you can enter seller orders (Sales team: every page or Seller: own page only). The order is saved in Admin › ERP › Sales Department › Seller orders (a seller sees it as My Orders).
Step by step
- Open the chat with the customer.
- Press Make the order.
- Check the top of the form: it says the order comes from the chat with this customer.
- Check the name and phone. Fill in the address, the amount and the product details.
- Check the page. The page of the chat's seller is chosen for you when there is one.
- Save the order.
What happens next
- The chat's status becomes Order confirmed, and it no longer waits for an answer.
- The chat now has The order button, to open it, and Another order, if the customer orders again.
- The order counts in the Inbox's Orders today, and in the seller's orders and sales in Inbox performance.
Thank-you message (optional)
In Admin › CRM › Inbox › Inbox settings, tick When an order is made from a chat, send the customer this message and write the text. {name}, {invoice}, {amount}, {phone} and {address} are filled in. It is off to start with. It is not sent for post comments.
Meta is told about the sale
If you have set up Meta events in Replies & automations, an order from a chat is sent to Meta as a Purchase. Meta then learns which ads bring buyers, not only messages. This is not done for post comments.
Good to know
- Phone: the phone comes from the chat when the customer wrote a mobile number there (on WhatsApp, their number). It must be 11 digits like 01712345678.
- Packages: this needs the Inbox and the Sales team parts of your package. The Inbox is in Premium (and Custom) only, not in the free trial.
Common problems
- There is no Make the order button. You do not have a seller-orders feature, or the chat belongs to another seller.
- "Phone must be 11 digits like 01712345678." Ask the customer for their number and type it in.
- "You can only enter orders for your own page." Choose the page you run.