Creating Manual Orders
This manual explains how to create orders manually using customer and product details received offline.
1) Accessing Manual Order Creation
1.1. Log in to the admin area of your website.
1.2. Navigate to Orders/Customers → Orders.
1.3. Click on the Create new order button.
1.4. In the popup window, specify the platform details and confirm.
2) Adding Customer and Order Details
2.1. Locate the Customer Details section.
2.2. Choose an existing customer by clicking Assign customer, or click Add new customer, and fill in the fields to create a new one.
2.3. Select the payment method and shipping method for the order.
3) Adding Products to the Order
3.1. Locate the Products section..
3.2. Click on Add new product.
3.3. Search for products either:
- By browsing categories for the selected sales channel, or
- By typing the product name in the search field.
3.4. After adding products, you can:
- Add tax (if necessary)
- Change product quantity
- Update product price (in currency or %)
- Change product quantity again
- Remove products
- Return to product settings if needed
4) Entering Payment Details
4.1. Click on the pencil icon next to Amount Paid to enter the amount already paid by the customer.
5) Completing the Order
5.1. Click on the Update and pay button to finalize the order.
5.2. If the Update and Pay extension is installed, the option Send customer request for payment will appear in the confirmation popup.
6) Adding Order Total Elements
6.1. Click on Add Total Element to include:
- Discount coupons
- Gift wrap
- Low order fee
- Credit amount
- Shipping fee
- Payment fee
- Subtotal for taxation
- Tax
