Create an order manually

When a customer buys at your counter or orders by phone, you create the order yourself in the dashboard. The order reserves stock and is handled like an order placed on your store.

You need at least one payment method turned on and a shipping rate that covers the customer's address.

Open the create order page

1. Go to Orders.
2. Click Create order.

On a phone, the cards stack in one column. The Customer card, shipping and payment sit below the Products card.

Add products

1. On the Products card, click the Search products or variants field.
2. Type the product name.
3. Select a variant from the list.
4. Change the number in the Qty field if the customer is buying more than one.

Repeat to add more products. A variant marked Not for sale can’t be selected. To remove a line, click the trash icon at the end of that line.

Choose a customer

1. On the Customer card, choose an Order source: Point of sale, Phone order or Other.
2. Click the Customer field.
3. Type the customer’s name, phone number or email.
4. Select the customer from the list.

If the customer has a default address, it is filled in under Shipping address.

Add a new customer

Do this instead of choosing a customer if the customer is not in the list yet.

1. On the Customer card, click Create customer.
2. Enter the Name.
3. Enter an email in the Email (optional) field if you have one.
4. Enter the Phone number.
5. Click Create customer.

The customer is saved to your customer list right away, even if you don’t save the order.

Choose a shipping address

1. Under Shipping address, click the pencil icon Choose shipping address.
2. Under Saved address, click the address you want to use.

To enter a different address:

1. In the Choose shipping address box, select New address.
2. Check the Recipient name and Phone, which are filled in from the customer.
3. Enter the Address.
4. Select the Province or city.
5. Select the Ward.
6. Click Apply.

Choose shipping and payment

1. On the Shipping method card, choose a rate. The first rate is selected for you.
2. On the Payment method card, choose how the customer pays.

If the shipping card says there is no rate for this address, choose another address or add a rate for that zone. See Set a flat shipping rate for the whole country.

Add a discount code and a note

Both are optional.

1. Enter the code in the Discount code field.
2. Click Apply.
3. Enter your text in the Notes field.

Save the order

1. Check the Total.
2. Click Save at the bottom of the page.

The new order appears at the top of the list with the status Pending. The quantities in the order are reserved in your stock. If the customer has an email, they receive an order confirmation email. Handle it like any other order. See Process your first order.

Frequently asked questions