# Beauty Advisor > New order - description of the ordering process # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) Getting started The ***New Order*** section of the ***Beauty Advisor*** module allows BA consultants to submit an order on behalf of BA clients. BA consultants have control over the granted discounts and the selection of gifts added to the order. BA consultants can also modify the customer’s data, as well as choose the method of confirming the purchase. The ordering process consists of several steps. Each process involves different actions, described in the following chapters of the article. ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**Below you will find URL links to articles that describe: \- [What is a BA order](https://knowledge.tauceti-digital.com/books/e-commerce/page/beauty-advisor-orders-list-viewing-and-handling-orders) \- [Who is a BA customer and a BA consultant](https://knowledge.tauceti-digital.com/books/e-commerce/page/beauty-advisor-getting-started)

![New_Order_section_in_Beauty_Advisor_module.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020074040.png)

*New Order section in Beauty Advisor module*

Table of Contents: - [ “Add product” tab](#bkmrk-%E2%80%9Cadd-product%E2%80%9D-tab) - [Product selection by name or SKU code](#bkmrk-product-selection-by) - [Selecting a product from the catalog](#bkmrk-selecting-a-product-) - [ “Order” tab](#bkmrk-%E2%80%9Corder%E2%80%9D-tab) - [ Tab “+ Add gift”](#bkmrk-tab-%E2%80%9C%2B-add-gift%E2%80%9D) - [ “FIDEN2” tab](#bkmrk-%E2%80%9Cfiden2%E2%80%9D-tab) - [ "Delivery methods" tab](#bkmrk-%22delivery-methods%22-t) - [ “Address data” tab](#bkmrk-%E2%80%9Caddress-data%E2%80%9D-tab) - [ Configuration of parameters in the “Order” tab](#bkmrk-configuration-of-par) - [ Configuration of parameters in the “+ Add gift” tab](#bkmrk-configuration-of-par-1) --- # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) “Add product” tab The tab allows you to add a product to an order using two methods: [Product selection by name or SKU code](#bkmrk-product-selection-by) or [Selecting product from catalog.](#bkmrk-selecting-a-product-) Before adding a product to the order, you can select the number of items **(3)** and change the price (catalog or promotional) **(4)**. The product is added to the order by clicking the **+ Add to order** button **(5)**. ## Product selection by name or SKU code To add a product to your order, enter the product’s SKU or name in the **SKU** field **(2)**. The **Paste SKU** button **(2)** allows you to paste the SKU code from the clipboard. The search engine automatically suggests products **(6)** whose name or SKU code contains the entered characters. The search engine displays only products marked as active in the catalog.

![Add_Product_tab_in_Beauty_Advisor__New_Order.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020084120.png)

*Add Product tab in Beauty Advisor> New Order*

The **Promotion price** field **(4)** contains the current promotional price of the product. If the product does not have a promotional price, the catalog price is displayed. The **Promotion Price field** **(4) **allows you to change the price before adding a product to the order. After selecting the **+ Add to order** button **(5)**, the product will appear in the [ “Order” tab](#bkmrk-%E2%80%9Corder%E2%80%9D-tab). ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember****Catalog price** - basic price, not including the promotional price of the product.

![Add_a_product_in_the_Add_Product_tab_in_Beauty_Advisor__New_Order.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020121799.png)

*Add a product in the Add Product tab in Beauty Advisor> New Order*

## Selecting a product from the catalog The second method of adding a product to the order is to select the button **Open a product catalog session** **(1)**. You will be taken to a new view where you can view the entire catalog of the store’s products, taking into account all categories and subcategories **(8)**, using the product finder **(7)** (you can search for the product by the name or SKU code). The top menu with categories **(8)** and the list of products are fully configurable from the administration panel. For more information, see the articles: ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**The list of products and the top menu with categories correspond 100% to the content available on the store’s website.

![An_open_session_of_the_product_catalog_in_the_Beauty_Advisor_module.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020152779.png)

*An open session of the product catalog in the Beauty Advisor module*

**(9) **- buttons used to navigate through the open session of the product catalog. **(10) Close** - a button used to close the session and return to the section ***New order*** in the ***Beauty Advisor*** module. To add a product to the order, select the **Add to order** button next to each product. After selecting the button, the following message will be displayed in the upper right corner of the browser window and the product will appear in the [ “Order” tab](#bkmrk-%E2%80%9Corder%E2%80%9D-tab).

![A_message_confirming_that_the_product_has_been_added_to_the_order_from_the_open_session_of_the_product_catalog.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020124919.png)

*A message confirming that the product has been added to the order from the open session of the product catalog*

--- # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) “Order” tab The tab contains products added to the order. You can change the catalog price for products, give discounts, and set the cost of delivery. Below you will find a description of the possible actions in the ***Orders*** tab.

![Order_tab_in_section_Beauty_Advisor__New_order.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020110520.png)

*Order tab in section Beauty Advisor> New order*

- **(1) **- changing the catalog price of the product. - **(2) **- changing the number of items of the product. - **(3) **- unchecking the product. The unchecked product will not be included in the order. - **(4) x** -removing e a product from the ***Order*** tab. - **(5) FIDEN2 discounts** - granting a FIDEN2 discount. The discount is calculated on the list price of the product. - **(6) Discount** - giving a percentage discount. The discount is calculated on the list price of the product. The configuration of button values is described in the chapter Configuration of parameters appearing in the “***Orders***” tab. - **(7) Price** - possibility to set the price of the product. The operation will overwrite the value of field **(1)**. - **(8) Fixed price discount from catalog prices** - the possibility of granting an amount rebate on product list price. - **(9) ETD Discount (End of ticket discount)** - additional discount at the end of the order, independent of the discounts granted earlier in the promotional module. The discount is given to all added products in the ***Order*** tab. - **(10) **- a field in which you can set the cost of delivery, included in the total value of the order. ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**Discounts may not be combined. ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**Only the price of gifts can be “0”. If the product is not a gift, an attempt to submit an order will end with an error. ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**A product with several color variants has an additional section ***Available colors*** in the ***Order*** tab, where you can choose one of the available colors (example below).

![The_ability_to_choose_the_color_of_the_product_in_the_Order_tab.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020128099.png)

*The ability to choose the color of the product in the Order tab*

--- # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) Tab “+ Add gift” The tab allows to add a gift to the order using the visible buttons. Each button represents one gift. After clicking a chosen button, a present will appear in the tab [ “Order” tab](#bkmrk-%E2%80%9Corder%E2%80%9D-tab). The headers and gifts assigned to the given buttons are configurable from the level of the administration panel (the configuration method is described in detail in the chapter [ Configuration of parameters in the “+Add gift” tab](#bkmrk-configuration-of-par-1)).

![Add_gift_tab_in_section_Beauty_Advisor__New_order.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020128339.png)

*Add gift tab in section Beauty Advisor> New order*

--- # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) “FIDEN2” tab The tab contains the customer’s FIDEN2 points balance, it allows to award of additional points for the order (points will be added to the pool of FIDEN2 points). The tab also contains the customer’s loyalty card number (mother card number) and the points that the customer will receive for the placed order.

![FIDEN2_tab_in_section_Beauty_Advisor__New_Order.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020113360.png)

*FIDEN2 tab in section Beauty Advisor> New Order*

The data of the FIDEN2 tab will be filled in automatically upon choosing the **Place order** button in the section ***Beauty Advisor> Contacts*** (the process is described in the article [Beauty Advisor > Contacts - viewing and managing BA clients](https://knowledge.tauceti-digital.com/books/e-commerce/page/beauty-advisor-contacts-viewing-and-managing-ba-clients)). After choosing this button, you will be taken to the ***FIDEN2*** tab with the automatically filled data. --- # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) "Delivery methods" tab

![POWERPNT_ARukdtmN4s.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10532863799580.png)

*Delivery method tab visualization*

The delivery method tab contains available delivery methods with their logo, name, and regular delivery fee for a selected range of cart value. This fee doesn't apply additional costs for the customer but is only informational for the employees on what fees are normally used. The fee may change depending on the configuration of the delivery method - for example, in this case**, Balik do Ruky** has a delivery fee of **119Kc** between 0 and **899** cart value, and between **900** and **9999999** it has a delivery fee of **0kc**. If the selected method is a pickup point delivery, then in the [customer address tab](#bkmrk-%E2%80%9Caddress-data%E2%80%9D-tab) there will be an additional field, where the employee is able to select the point. ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**You can find information about configuring the delivery methods in the selected altshops in the [Delivery costs / list - browsing and managing delivery costs](https://tauceti.zendesk.com/hc/en-us/articles/5603143969564) article. --- # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) “Address data” tab In the address data tab, you can enter the personal data of customers **(1)**. If the selected delivery method uses pick-up points you will see a Delivery point field, which allows you to select such delivery point. By pressing the Select button you will open the delivery point map. You can also indicate the method of payment for the order **(2)**. After selecting the payment method, the BA customer will receive the option to confirm the purchase via SMS or e-mail (according to the method chosen by the BA consultant) and the order placed will be visible in the section: - **Beauty Advisor> Pending orders** - if the payment method with confirmation has been selected - **Beauty Advisor> Orders / list** - if the payment method has been selected without confirmation Payments with the required BA customer confirmation include the following methods: - Order with payment on delivery with confirmation - Order with payment on delivery and SMS confirmation ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**The options **Place order with COD and confirmation** and **Place order with on-line payment** will only be available if the **E-mail** field is filled in. Remember that both COD and PayU payment options need to be assigned to the altshop used in the Beauty Advisor module in order for them to work.

![POWERPNT_LgXPHvudzB.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10532708807196.png)
Address data tab in section Beauty Advisor> New order

![POWERPNT_hftspFbbdq.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10532696236444.png)

Visualization of the delivery point map

![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**You can find more information about the delivery point widget in the [Delivery point widget](https://knowledge.tauceti-digital.com/books/e-commerce/page/delivery-point-widget) article. Below you will find an example of an SMS with the option to confirm the order and an e-mail confirming the order with the option to display the order status.

![Widok_wiadomos_ci_SMS_z_moz_liwos_cia__potwierdzenia_zamo_wienia.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360018417319.png)

*SMS message with the option to confirm the order*

![__Widok_e-maila_potwierdzaja_cego_z_oz_one_zamo_wienie_.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360018217079.png)

*E-mail confirming the submitted order*

After clicking on the link **Pokaż status zamówienia** (show order status), the BA customer will be taken to the page with the order summary and the possibility of payment. For this purpose, use the **Do płatności** (to the payment) button.

![Screenshot_2020-10-28_at_18.55.30.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360018180560.png)

*Order summary page*

![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**The address data will be filled in automatically when you choose the button **Place order** in the section ***Beauty Advisor> Contacts*** in the tab ***Beauty Advisor / Contacts***(the process is described in the article [Beauty Advisor > Contacts - viewing and managing BA clients](https://knowledge.tauceti-digital.com/books/e-commerce/page/beauty-advisor-contacts-viewing-and-managing-ba-clients)). After selecting this button, you will be taken to the Address data tab with automatically filled data. ![info2.svg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425598236.png) **Remember**The Consumer data tab will be displayed above the [“Add product” tab](#bkmrk-%E2%80%9Cadd-product%E2%80%9D-tab), with a preview of the consumer’s data and the possibility of going to the section ***View contact***, in the ***Beauty Advisor module***, using the **Show customer** button (example below).

![The_Consumer_Details_tab_in_section_Beauty_Advisor__New_Order.jpg](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020118580.jpg)

*The Consumer Details tab in section Beauty Advisor> New Order*

--- # ![Screenshot_2020-04-29_at_19.12.41.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/10467425587484.png) Configuration of parameters in the “Order” tab In the system settings of the administration panel, you can modify the values assigned to the following parameters in the ***Order*** tab: - [Discount](#bkmrk-discount) [**(1)**](#bkmrk-discount) - [Price](#bkmrk-price)[**(2)**](#bkmrk-price) - [ETD discount](#bkmrk-etd-discount)[**(3)**](#bkmrk-etd-discount) - [Delivery cost](#bkmrk-delivery-cost)[**(4)**](#bkmrk-delivery-cost)

![Orders_tab_in_section_Beauty_Advisor__New_order.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020118840.png)

*Orders tab in section Beauty Advisor> New order*

To make changes to the settings, go to section ***System / Settings*** in the ***System*** module, and use the search engine **(5)** to enter the phrase “beauty”. After searching for the relevant phrase, the ***Beauty Advisor / Retail Orders*** tab **(6)** will be displayed.

![The_Beauty_Advisor___Retail_Orders_Activity_tab_in_the_section_System___Settings_of_the_module_Beauty_Advisor.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020120860.png)

*The Beauty Advisor / Retail Orders Activity tab in the section System / Settings of the module Beauty Advisor*

## Discount The **Price discounts (percentages)** field **(1)** contains JSON that defines the color of the buttons and the values assigned to them, which are visible in the ***Order*** tab. Below you will find an explanation of the record.

![__Price_discounts__percentage__field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___Settings_section.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020127080.png)
Price discounts (percentage) field in the Beauty Advisor / Retail Orders tab in the System / Settings section

``` {"color":"#8b9620","discounts":["5","10","13","15","20","23","25","26","27","30",

"32","33","40","45","50","52"]} ``` The fragment above contains an object with 2 attributes: - **"color"** - button color, the value of which may be: - color name (example: ***"color":"green"***) - hexadecimal notation (example: ***"color":"#8b9620"***) - **"discounts"** - a rebate, the value of which may be: - integer (example: ***"discounts":"5"***) - decimal number (example: ***"discounts":"1.5"***) ### Example ``` {"color":"#8b9620","discounts":["5","10"]} ``` The above notation will look as follows in the ***Order*** tab:

![discount.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020128680.png)

*Buttons assigned to the Discount parameter in the Order tab*

## ## Price The **Price discounts (amount)** field **(1)** contains the same JSON, with the same structure as in the [Discount](#bkmrk-discount) field.

![The_Price_discounts__amount__field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___Settings_section.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020147359.png)
The Price discounts (amount) field in the Beauty Advisor / Retail Orders tab in the System / Settings section

## ETD discount The ETD discount values can be defined in the **ETD Discount percentages** field. They can be integers or decimals. An empty field will hide the discount in the ***Order*** tab.

![Zniz_ka_ETD.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360018477999.png)

*The ETD Discount percentages field in the Beauty Advisor / Retail Orders tab in the System / Settings section*

### Example ``` [0.5, 1, 5, 10, 15, 20] ``` The above notation will look as follows in the ***Order*** tab:

![Buttons_assigned_to_the_ETD_discount_parameter_in_the_Order_tab.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020129400.png)

Buttons assigned to the ETD discount parameter in the Order tab

## Delivery cost You can change the delivery cost in the Default delivery cost field **(1)**.

![Default_delivery_cost_field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___settings_section.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020129800.png)

*Default delivery cost field in the Beauty Advisor / Retail Orders tab in the System / settings section*

![Tab___Add_gift_in_section_Beauty_Advisor__New_order.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020132600.png)

*Tab + Add gift in section Beauty Advisor> New order*

To introduce changes, go to the ***Beauty Advisor / Retail Orders*** tab in the system settings and scroll to the **Gifts** field. Below you will find an explanation of the notation.

![The_Gifts_field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___Settings_section.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360020151819.png)

*The Gifts field in the Beauty Advisor / Retail Orders tab in the System / Settings section*

``` {"group_name":"I Próg > 59 zł Sklepy Własne ","color":"#8b9620","gifts":[

{ "sku":"P94359","name":"Pur Bleuet dwufazowy płyn do demakijażu oczu z wyciągiem z bławatka BIO 200ml","price":"0.01"} ``` The fragment above contains an object with 3 main attributes: - **"group\_name"** - the value of which may be: - string (example: ***"group\_name":"I Próg > 59 zł Sklepy Własne"***) - **"color"** - the color of which may be: - color name (example: ***"color":"green"***) - hexadecimal notation (example: ***"color":"#8b9620"***) - **"gifts"** - the value of which is other objects: - **"sku"** - a unique product number, the value of which is: - SKU of the product. The given number must match the number existing in the product database, otherwise the gift will not be added to the order (example: ***"sku":"P94359"***) - **"name"** - *name of the product, the value of which may be:* - string (example: ***"name":"Pur Bleuet dwufazowy płyn do demakijażu oczu z wyciągiem z bławatka BIO 200ml"***) - **"price"** - *the price of the product, the value of which may be:* - integer (example: ***"price":"5"***) - decimal number (example: ***"price":"0.01"***) ### Example ``` [{"group_name": "II PRÓG > 149 zł", "color":"#b2c11d", "gifts":

[{ "sku": "P76148", "name":"Woda toaletowa Hello Printemps", "price":"0.01"},

{ "sku": "P71426", "name":"Przeciwzmarszczkowy krem regenerujący pod oczy", "price":"0.01"},

{ "sku": "PI2171", "name":"Zestaw do makijażu oczu", "price":"0.01"},

{"sku":"2TREE","name":"Zasadz 2 drzewa","price":"0.01"}]}] ``` The above record will look as follows in the ***Order*** tab:

![Wizualizacja_nazwy_grupy_i_przypisanych_do_niej_prezento_w_w_zak_adce____Dodaj_prezent_.png](https://knowledge.tauceti-digital.com/uploads/images/gallery/2024-11/360018185280.png)

*The name of the group and the gifts assigned to it in the + Add gift tab*