How to Create a Manual Order for a Customer

Use Create Order for a genuine phone or in-person sale. The new manual order
starts unpaid.

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BEFORE YOU START

 * You need permission to edit orders.
 * Confirm the customer wants the order.
 * Have the product, variant, quantity and customer details ready.
 * Avoid fake test orders in a live store.

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STEP 1: ADD PRODUCTS

 1. Open Orders → Create Order.
 2. Search for the product.
 3. Choose the correct variant if needed.
 4. Enter the quantity and review the items.

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STEP 2: ADD THE CUSTOMER

 * Search for an existing customer by phone or name.
 * Choose a saved address if appropriate.
 * Or enter the new customer/address details requested by the form.

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STEP 3: CHECK SHIPPING AND NOTES

 * Review the shipping fee or after-order shipping setting.
 * Tell the customer if the fee will be added later.
 * Add useful Internal notes if needed.

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STEP 4: REVIEW AND CREATE

 1. Check the Summary, items, shipping and total.
 2. Choose the dialog’s create action.
 3. Open the resulting order in Orders.
 4. Check the unpaid balance and follow the normal order process.

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IF CREATION FAILS

 * Read the error message.
 * Check required customer/address fields and quantities.
 * Check the selected variant and availability.
 * Read any permission or account-limit message.
 * If the result was unclear, check Orders before submitting again.

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COLLECTING PAYMENT

 * Creating the order does not collect money.
 * Confirm receipt before recording a payment on the order.