Create Orders and Set Up Order Forms and the Shopping Cart

This article applies to:

Create Manual Orders

There are several ways orders can be created in Max Classic:

  • (Manually) Creating an order by hand in the contact record
  • (Automatically) Using order forms, the shopping cart, or with a 3rd party integration.

The video below will show you how to create an order by hand:

Set Up an Order Form

The quickest and easiest way to start selling your good and services online is to set up an online Order Form.  Here is a quick video explaining what an order form is:

Now that you know what an Order Form is, the video below will show you how to set it all up

Set Up the Shopping Cart & Storefront

If you need to provide your customers with a catalog of goods & services, then a shopping cart may be the best choice for your business. Check out this video to learn the basics of the Max Classic shopping cart

Create Upsells and Other Promotions

Maximize revenue by offering upsells, order total discounts, promo codes, etc... Check out these articles to learn how.

Shipping & Fulfillment

If you are handling physical products, you can integrate with UPS Shipping or you can create your own custom shipping options. You can also leverage Fulfillment Reports to automate in-house or outsourced fulfillment houses.

Manage Refunds & Cancellations

Learn how to refund an order, cancel payments, and manage other aspects of a customers order and credit card on file.

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