Creating Manual Orders

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Take customer and product details over phone, email or fax and create a manual order based on them.

After you accessed the admin area of your website click on Orders/Customers and Orders tabs. Then click on Create new order button.

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Specify the platform details in the pop up window.

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Under Contact/Delivery/Payment details tab choose an existing customer by clicking on Add customer link or fill in the required fields for a new customer. Then choose payment and shipping method and apply discount coupons or gift vouchers.

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Under Product details tab click on Add new product button.

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You can find the required product(s) in a category of a sales channel or by typing its name in the search field. After products are added you can add tax to them if necessary and change product quantity.

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You can also update product prices manually (in currency or %), change product quantity again, go back to the product settings or delete a product from this order, Then enter amount already paid by clicking on the pencil icon next to Amount Paid.

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Click on Update and pay button to complete the order. The option in the pop up window Send customer request for payment will be active after Update and Pay extension is installed.

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Add Order Total Elements to the order by clicking on the corresponding button. Such as discount coupons, gift wrap, low order fee, credit amount, shipping fee, payment fee and subtotal for taxation, 

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