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Add an order on behalf of a customer

This guide explains how you can create a store order on behalf of a customer, and completing the purchase directly from the TeamUp dashboard.

Written by Costa Bontioti
Updated today

📝 Overview

This guide explains how to create and process a store order on behalf of a customer directly from your TeamUp business dashboard. It walks through selecting the customer, adding store products to the order, and completing the purchase or recording payment as needed. Please note, this guide applies specifically to store items and does not cover memberships, packs, or other services.

Lets take a closer look at how this works.


🧑‍💻 How to add a Store Order

A customer may have received a product whilst at your business, to log this order on behalf of the customer, head to Store Orders Add an Order​


​​You'll first be asked to select which customer this order is for:

Then, you can add the number of store items you would like to add to their order per variant:

Then once you click on "Place Order" you'll be redirected to the checkout screen to take payment.


Frequently Asked Questions (FAQ's)

Click here to see frequently asked questions

Can I add a store order for a customer who doesn’t have an account yet?

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No. The customer must already have a profile in your TeamUp account before you can create a store order on their behalf. If they don’t, you’ll need to create a customer profile first.

Can I apply a discount to a store order created on behalf of a customer?

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Yes. You can apply available discounts or promotional codes during the checkout process, just as you would if the customer were purchasing the item themselves.

Can I edit or cancel a store order after it’s been completed?

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Once an order has been completed, it cannot be directly edited. If a mistake was made, you may need to refund the order and create a new one with the correct details.

Will the customer receive a confirmation email?

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Yes, the customer will receive an order confirmation email (depending on your notification settings), and the purchase will appear in their account history.

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