How do I create an order on behalf of a customer?

How do I create an order on behalf of a customer?

When you sell from your online store, the orders your customers place are automatically recorded in your dashboard. If you sell offline as well, for example, you accept orders by phone or email or have a brick and mortar store, we do not know about those sales, so they are not recorded in your dashboard. In this case, you can create these orders manually and keep track of your sales and inventory. You will have a full order history in your dashboard even for orders that were processed via phone or offline.


To create an order manually, select the E-Commerce tile. 





Select MySales > Edit Orders. Select the Create Order button.




Fill in the customer information.
Note: If this is a returning customer, all you need to enter is their email. We will populate all other customer information automatically.
Enter the customer's email






Select "Edit" next to the Shipping Method and add the name of the shipping option. In a dropdown, we will show the options that you have in your store.
Select a shipping method




Add the name of the payment option.
Enter the payment method



The order is pre-populated with a default product. Select the pencil icon to remove or edit it.
Edit the product in the order



To add more items to the order, select Add Product.
Add a product to the order



Enter the product SKU and the number of items purchased. We will fill in all other information for you.
Enter the product SKU




Edit the shipping information, taxes, and discounts. Select Save changes.
Edit the shipping costs and taxes



When you are done with entering the order information, select Place Order.
Click Place order



You can now find this order in your store My Sales > Orders.


    • Related Articles

    • How do I create a customer group in Your Customers?

      To create a customer group, select the Your Customers tile. To manage customer groups, select the Groups tab. By default, all customers are added to the General group. Select the “+” icon to add a new customer group. Enter a group name and select the ...
    • How do I create a customer group in Testimonial Collector?

      To access Testimonial Collector, select the Get 5 Star Reviews tile.  To send your survey to a customer group, select a group from the drop-down menu.  To create a new group, select “Create Customer Group”. Select the “+” icon to add a new group. ...
    • How do I cancel an order from my online store?

      You might need to cancel an order if a customer changes their mind about the purchase before they have paid for it. To cancel an order, select the E-Commerce tile. Select My Sales > Orders > Select the dropdown next to paid and select Canceled.  Once ...
    • How do I refund an order from my online store?

      You can give a customer a full or a partial refund for an order. Tip: To actually refund the payment, you will need to log in to the merchant account of the payment processor you use in your store and issue a refund from there. To notify your ...
    • How do I edit an order in my online store?

      Sometimes you need to update the information in your orders, for example: A customer changed their mind and decided to buy some other product, like of different color or size. A customer made a mistake in the delivery address. You want to change the ...