Creation of Orders Manually

Merchants sometimes need to create orders outside the typical workflow, such as handling customer service requests, B2B sales, or special arrangements. This feature allows merchants to manually create orders directly within the system via the Order Management System.

note

In this guide, "buyer" is used interchangeably with "customer."

Do the following steps to create orders manually:

1. In the left pane, click Orders. My Orders page opens by default.
2. In the upper-right corner of the window, click Create Order.

The Create Order page consists of four sections:

1. Sales channel
   
2. Buyer Details
   
3. Products
   
4. Payments
   

3. Choose the Sales Channel from where the order originates.
4. In the Buyer's Details section, search for the buyer using phone number or email ID:

   1. If the buyer is available:

      1. Select the buyer. The name, registered mobile number, email ID, and shipping address of the buyer will appear.
      note

      You will see the result only if the buyer details are present in the selected sales channel.
      You can select only one buyer per order.

      2. If required, click Change to change the shipping and billing address. Address details can also be edited.
      info

      If the buyer’s location is different from the company’s base location, an Export tag will be added to the address.

   2. If the buyer is not available on the list:

      1. Click Add New Buyer and fill in the following information:
         • Name
         • Phone Number
         • Email Address (optional)
      note

      You can add only one buyer.

   3. If the order is home delivery, enter the shipping and billing addresses:

      1. If shipping and billing addresses are same, check Billing Address is same as the shipping address box to keep the same address for both.
      2. If you need to proceed without the billing address, check Proceed without Billing Address box.

   4. If you need to proceed without the billing address, check Proceed without Billing Address box.

   5. Select address type, such as Home or Office, or enter a custom address type of your choice to categorize the added address.

   6. Review the buyer details and click Add Buyer. You will see a success notification when the buyer is successfully added.

   7. Enter the alternate phone number and GSTIN in the Additional Details section (optional).

5. In the Products section, search for the product. The search results will show the products that are available in the catalog.

   1. Select the product. The Product Details menu opens.

   2. Personalize your item (for example, quantity, color, and size).

   3. You can change the selling price (optional). This change will not update the catalog and will be applicable to the current order being created.

   4. By default, a fulfillment location is selected in the Fulfillment Location dropdown. You can change it by choosing a different one from the dropdown. A fulfillment location is where products are stored, processed, and prepared for orders.

   5. Click Add Item.

   6. If the product is not available, click Add New Item to add new product. Refer to Product Creation Overview for more details.

6. In the Payments section, select the mode of payment that your buyer has chosen for the order:
   1. Cash at store: If the order was paid for using cash at the store.
   2. Debit/Credit: If the order was paid for using a debit/credit card at the store. Refunds will be handled by you. You can enter the transaction ID or upload a payment receipt to record the details.
   3. Prepaid: Payment has already been completed by the buyer for the order. Refunds will be manually handled by you. You can enter the transaction ID or upload a payment receipt to record the details.
7. Review the order details, and click Create to create the order. You will see a success notification when the buyer is successfully added. The order will appear in the Unfulfilled > New.