Manually Creating an Order
4 min
In this article
- Step 1 | Add items to the order
- Step 2 | (Optional) Select a business location
- Step 3 | Add a customer to the order
- Step 4 | (Optional) Add a discount
- Step 5 | Select shipping settings
- Step 6 | Create the order
Keep your records and inventory up-to-date by manually adding orders that you process offline (e.g. phone-in or in-person orders).
You can use the manual method to sell Wix Stores products, Wix Bookings appointments, or custom items. For example, if you create a custom necklace for a client, you can create a manual order and enter the details and price of the necklace.
Important:
Creating a manual order does not automatically generate a payment request. You can, however, do one of the following:
Step 1 | Add items to the order
You can add any of the products or services you offer to your order. In addition, if you're creating a custom item for your buyer, you can add that item and set a custom price.
To add items to the order:
- Go to Orders in your site's dashboard.
- Click +Add New Order.
- Choose what you want to add:
Add a store product
Add a Wix Bookings appointment
Add a Wix Restaurants Orders (New) menu item
Add a custom item
Step 2 | (Optional) Select a business location
If you have more than one business location, you can select the branch that's associated with this manual order.
Note:
After you add a business location and complete the manual order, it's not possible to edit the location. If necessary, you can cancel the order and create a new one.
To select a business location:
- Click Select location.
- Select the relevant location and click Save.
Step 3 | Add a customer to the order
Now you can add your customer's details to the order. If this is a return customer, you can simply select them from your customer list. Otherwise, you can add them as a new customer.
Notes:
- If you're planning to ship the order, make sure you include an address.
- The customer's address is used to calculate tax for each order. If it's missing, the billing address is used. When both are missing, the tax rate is set to 0%.
To add a customer to the order:
- Click the Add a customer to the order drop-down.
- Select an option:
- Existing customer:
- Select a customer.
- (Optional) Click the Edit icon
to view or edit the customer's details.
- New customer:
- Click + Add new customer.
- Enter the customer's details.
- If the customer asks to subscribe to your site (e.g. to receive updates and blog posts) click the Subscription not set drop-down under Email and select Subscribed.
- (Optional) Add a label.
- (Optional) Assign the customer to someone on your team.
- (Optional) Click Add New Field to add more client info and fill out the new field.
- Click Save.
- Existing customer:
Step 4 | (Optional) Add a discount
Now you have the option of giving your customer a discount. Note that it is not possible for customers to redeem a coupon on a manual sale, but you can replace this with a discount of the same value.
To add a discount:
- Click Add Discount.
- Enter the discount amount.
- (Optional) Enter a note about the discount (not visible to customers).
- Click Apply.
Step 5 | Select shipping settings
Tip:
This step is relevant only for store and restaurant orders and custom orders marked as physical products.
Choose from any of the relevant shipping, delivery, or pickup options available in your store or create a custom shipping rate.
To select shipping settings:
- Click Add Delivery Method.
- Select an option:
- Don't charge for delivery
- Select an existing shipping, delivery, or pickup option:
- Click Select from your shipping, delivery or pickup options.
- Select an option from the dropdown and click Add.
- Create a custom rate:
- Click Create a custom shipping rate.
- Enter the shipping name (e.g. Express shipping).
- Enter the rate.
- (Optional) Add scheduling:
- Click the Add scheduling toggle to enable it.
- Enter the date and time.
- (Optional) Select the Is this a pickup order? checkbox.
- Click Add.
Step 6 | Create the order
After checking that all the details are correct, you can go ahead and click Create Order.
What's next?
The new order appears in the Orders tab of your site's dashboard. Make sure to contact your customer to arrange payment.
