Manually Creating an Order
4 min read
In this article
- Step 1 | Add items to the order
- Step 2 | Add a customer to the order
- Step 3 | (Optional) Add a discount
- Step 4 | Select shipping settings
- Step 5 | 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.
![Screenshot of product selection popup](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/06/07/62fa9a54-ef24-4940-b088-722f90803858/bee649dd-8d4a-4fce-91a3-584a261800c9.jpg)
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 custom item
Step 2 | 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%.
![Screenshot of customer selection popup](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2021/11/30/1674f3c5-287e-4b27-bb68-9f2d69f8d259/d0a3c719-a53e-4d0f-b1a5-4a54f102c0d0.png)
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 3 | (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 4 | Select shipping settings
Note:
If the order contains only Bookings services, you can skip this step.
Choose from any of the relevant shipping, delivery, or pickup options available in your store or create a custom shipping rate.
![Screenshot of shipping popup](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/07/17/d41860fa-ec21-444e-a58b-c72b72c38537/be21714d-48fe-42d3-b093-f8e75f63fcf3.jpg)
To select shipping settings:
- Click Add Shipping.
- Select an option:
- Select an existing shipping option:
- Click Select from your shipping, delivery or pickup options.
- Select an option from the dropdown and click Add Shipping.
- Create a custom shipping rate:
- Click Create a custom shipping rate.
- Enter the shipping name (e.g. Express shipping).
- Enter the rate and click Add Shipping.
- Select an existing shipping option:
Step 5 | Create the order
After checking that all the details are correct, you can go ahead and click Create Order.
![Screenshot of ready order with cursor on Create Order button](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/06/07/3998b837-4007-4247-a951-4cff80efb506/55be8222-81a9-47f3-83f4-9767ad68e13c.jpg)
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.