Order Info Step

The Order Info step is the first step in the order process where you set the Bill To account for the cart, the entity in which the cart is being created, and the batch of which this cart is part.

You will be brought to this step after clicking New Order on an account or clicking the New button from the Order tab.

New Order

You can use the "Let's Get Started" dialog box to set key fields to get a cart started.

Bill To—This is the account that is financially responsible for this cart.

• If you start from an account and click New Order, the Bill To is preset with that account.
• If you start from the Order tab and click New, the field is blank and you must populate it.

Order Entity—This is the entity in which the cart is being submitted and for which payment options display.

• If your association has set up more than one entity, and you have not set up an entity crossovers, your cart can have products from only the selected entity.
• If your association has set up more than one entity and you have set up entity crossovers, your cart can have products from more than one entity.
• If your association uses Level 2 or Level 2 and Level 3 credit card processing, Postal Code on the selected entity is submitted along with the payment. Learn more about Level 2 and Level 3 credit card processing.
• Payment methods, credit cards and stored payment methods for the selected entity display.

Batch—This is the batch in which the cart is placed into and it defaults to Automatic.

• If an open automatic batch does not already exist, Nimble AMS creates one. Any subsequent carts created on the same day with the automatic batch selected use the same batch.
• You can select manual batches with an Open status and that belong to the selected entity.

Transaction Date—This is the date used on the cart and the transactions and it defaults to today's date.

• If you select a manual batch that has a different date, the date changes to the batch's Transaction Date.

You can then select from the list of order types for the selected entity to choose the type of cart item you want to add to the carts. This list will appear in a dropdown list as Order Process Type Dropdown tag for Nimble AMS is enabled by default. If you see radio buttons instead of a dropdown for Order Type, you must enable the Order Process Type Dropdown functionality. Order Process Type Dropdown lets you enjoy an enhanced experience of selecting distinct Order Types like Merchandise, Membership, Miscellaneous, etc. in a drop down list instead of radio buttons.

When you click Continue, you will be taken to the Add Items step.

Editing an Order

After submitting a cart, you may want to edit the resulting order to add products, correct a mistake, or handle a partial or full refund. You can use the "Let's Get Started" dialog box to review and update key fields to get an adjustment cart started.

You can edit the order in different ways. Here are a few ways to edit a pre-existing order from the Orders tab.

1. Add optional products to the Membership order

   If a pre-existing order has Membership as a product type, it can be edited to add optional products to the cart.

   Show Me How It's Done

   1. Click the Order ID and click Edit or select Edit from the drop drown on the order record. This will open the Order Processor.
   2. Click Continue on the Let’s Get Started dialog box.
   3. Click the Cart Order ID for the Membership product.
   4. Select the optional products from the list of Other Products.
   5. Adjust the quantity of the optional products.
   6. Click Save.
   7. Click Go To Payment.
   8. Click Pay Now and select the payment method to pay or click Submit without Payment.

   

   Once you adjust the quantity of the optional products, the total price will automatically get updated based on the number of products and unit price.

2. Add the product of any type to the cart

   You can add any type of product to the pre-existing order using Add Items option from the Order Summary page.

   Show Me How It's Done

   1. Click the Order ID and click Edit or select Edit from the drop drown on the order record. This will open the Order Processor.
   2. Click Continue on the Let’s Get Started dialog box.
   3. From the What Do You Want To Do? module, select the product type from the drop-down button next to Add Items.
   4. Add the products to the cart from the selected product type.
   5. Click Save.
   6. Click Go To Payment.
   7. Click Pay Now and select the payment method to pay. Or click Submit without Payment.

3. Cancel selective items from purchased Merchandise products

   If a pre-existing order has multiple products from the Merchandise product type, you can cancel selected items from the order without cancelling the entire order.

   Show Me How It's Done

   1. Click the Order ID and click Edit or select Edit from the drop drown on the order record. This will open the Order Processor.
   2. Click Continue on the Let’s Get Started dialog box.
   3. Click Edit to edit the cart items.
   4. From the list of purchased Merchandise products, click Remove next to the unrequired products.
   5. Click Save.
   6. Go to Payment from the What Do You Want To Do? module and click Refund.
   7. After completing the Refund process, click Submit Order.

   4. Transfer Registration to a different attendee

   You can edit a pre-existing Registration order to transfer the registration to a different attendee.

   Show Me How It's Done

   1. Click the Order ID and click Edit or select Edit from the drop drown on the order record. This will open the Order Processor.
   2. Click Continue on the Let’s Get Started dialog box.
   3. Click Cancel next to the purchased Registration product.
   4. Select Without fees or With fees. 
      

      • If you select the Without fees option, the Registration will be cancelled without any charges.
      • If you select the With fees option, an amount will be changed as a cancellation fee and the registration will be cancelled. From the Payment step, choose Pay Now or Schedule Payment.
   5. Go back to the order record and repeat steps 1 and 2.
   6. From the What Do You Want To Do? module, select Registration as the product type from the drop-down button next to Add Items.
   7. Select a different account as an attendee, select the Event from the dropdown and any Sessions desired. Click Save when done.
   8. Click Submit Order.

Updating Cart Information

You can review the account that is financially responsible for this adjustment cart in Bill To, but you can not change this value.

You can view and update the values in Order Entity, Batch, and Transaction Date.

When you click Continue, you will be taken to the Verify Cart step where you can review and update the cart items in the cart.

Validating Adjustment Carts

When you get started with an adjustment cart, Nimble AMS verifies that the cart is in fact needed.

In orgs where Nimble AMS was installed prior to the Winter '18 release, Nimble AMS allows staff to create multiple adjustment carts. This is not recommended as orders could be impacted in unforeseen ways if multiple updates are made to an order and then submitted.

In orgs where Nimble AMS was installed after the Winter '18 release, or where adjustment cart collision prevention is enabled, Nimble AMS does not allow staff to create multiple adjustment carts, and displays a message letting them know they cannot create a new adjustment cart, and provides a link to the existing adjustment cart.