Manual Orders

Creating Orders Manually

Manual orders allow you to create orders on behalf of customers for phone orders, in-person sales, or custom arrangements.

When to Use Manual Orders

• A customer calls in and wants to place an order over the phone
• You sold items at a trade show or pop-up shop
• A customer needs a custom product configuration not available on the storefront
• Wholesale or B2B orders that go through a different sales channel

Creating a Manual Order

Navigate to Orders and click Create Order. The manual order form includes:

1. Add products — Search for products and add them to the order. Adjust quantities as needed. You can also add custom line items with a title and price for items not in your catalog.
2. Set customer — Search for an existing customer or create a new one inline. The customer's saved addresses are available for selection.
3. Shipping address — Select from the customer's saved addresses or enter a new one.
4. Shipping method — Choose a shipping rate or mark as local pickup.
5. Apply discount — Add a discount code or a manual percentage/amount discount.
6. Add notes — Internal notes about the order.

Payment Options

For manual orders, you have several payment options:

• Mark as paid — If you have already collected payment (cash, check, bank transfer), mark the order as paid immediately.
• Send invoice — Email the customer a payment link. They can complete payment online using their credit card via Stripe.
• Mark as pending — Create the order without payment and collect later.

Inventory Impact

Manual orders decrement inventory just like storefront orders. When you add products to a manual order and save it, the stock quantities are reduced. If you cancel the order, you can choose to restock the items.

Order Number

Manual orders receive the next sequential order number, just like storefront orders. They appear in the same order list and are treated identically for fulfillment, refunds, and reporting.