Mail Order Telephone Order (MOTO)

  What's MOTO?

The Actinic MOTO (Mail Order and Telephone Order) feature gives you a quick and easy way to enter and process orders received offline, directly into Actinic.

If your business receives orders via telephone, mail or fax, the MOTO form lets you:
  • Process orders from offline channels
  • Keep online and offline orders all together
  • Retrieve registered customer information by first, last name, email address, company or postcode.
  • Enter new contact details
  • Find products quickly by product code, name or brand
  • Process credit card payments directly from the screen with Actinic Payments
  • Choose a shipping method and add delivery information

 How does it work?

  1. Getting Ready

    • Payment Methods:
      Before using MOTO for the first time, you'll need to configure payment methods for use with MOTO. For the moment only two payment methods are compatible: a generic method you can use for payments by cheque or money order and Actinic Payments.

      You'll need to set up a specific merchant account with Actinic Payments for offline credit/debit card payments. Do not use an online merchant account with MOTO. Once this offline merchant account has been set up, you can activate it in your Admin Console under the [Commerce \ Payment Methods] menu.

      Select "Available for MOTO" in the Main Information section to activate a method for use with MOTO.

      Important: Only the generic and Actinic Payments (offline merchant account ) methods are currently compatible. Do not activate MOTO in other payment methods.

    • Shipping Options:
      You'll also need to configure the shipping options you'll be using for these orders. If no shipping option is enabled for MOTO, you will not be able to proceed to checkout.

      In the Edit Properties page of each shipping option you want to use, under the "INTERFACE TYPE" tab, simply check the "Available for MOTO" box.

  2. The Interface
    To access the MOTO feature, login to your Admin Console and open the [Commerce \ MOTO (Mail Order / Telephone Order] menu.

    The MOTO interface has three columns allowing a quick overview of the entire ordering process. Powerful search boxes let you browse your user base and catalog quickly, without changing pages. The process of entering an order is easy and intuitive.

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 Left Column - Customer

If the customer placing the order is already registered, the search box helps you select your customer's file using either: their first name, last name, email address company or even postcode.

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Otherwise the section just below lets you create a new customer account by entering an email address and password…

…then complete the customer details.

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 Centre Column - Item

A powerful search tool lets you quickly locate items either by code, brand, name or price.

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Once an item is selected with its appropriate options and quantity, press the button. If necessary, you can consult the full product page using the link underneath the product image and short description.

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 Right Column - Shopping Cart & Checkout

As you add items you can see them listed in the shopping cart section at the top of the right column. By clicking the "Clear" button you can continue entering other catalog items to the shopping cart.

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If you want to apply a discount on the shopping cart, the button opens a pop-up that lets you calculate a percentage discount on the total order amount.

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Beneath the shopping cart section you choose the shipping option and finally, choose the payment option (Actinic Payments)…

…and open the checkout popup to process credit/debit card information.
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NOTE: To avoid unwanted advertising windows, many browsers are set to block popup windows by default. If this is the case, when you click on the MOTO "Checkout" button a message will appear informing you that you must enable popups in your browser.

In Google Chrome, an icon appears in the righthand side of the address bar to show that popups are blocked. Click on it to open a menu where you can authorise an exception for the current site (your site).

In Internet Explorer an options button appears at the bottom right of the page which will also allow you to authorise popups for the current web site.
If you're using Firefox a similar button appears at the top right hand corner of the window.
In Safari, open the "General Settings" menu and uncheck "Block popup windows".

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