Categories
Panel Orders Shopify

Create/Draft Order manually through admin panel

You can create orders for your customers and send them invoices from the Shopify admin, this section can be used when payment has been done but order has not been created due to any technical issues or network issues.

Steps to Create/Draft Order:

  • Login to your shopify admin
  • From your Shopify admin, from the left side panel go to Orders & Click Create order button from top right of the panel.

Add Products

Steps:

  • Open draft order from the Drafts page in your admin.
  • In Order details section, enter name of the product that you want to add to your order, or click Browse products to view a list of your store’s products and collections. You can also create a custom item for the order by clicking Add custom item:(for ref. see pic below)
Add Products
  • Check the individual products or variants that you want to include in the order.
  • Click Add to order. To remove a product from the order, click the X button beside it in Order details section.
  • Check the quantity of products you have added to the order. Add one to it if its 0.

Add a customer to order

Steps:

  • Open the draft order from the Orders page in your admin where you want to add the customer to.
  • In Find or create a customer section, start entering the name of an existing customer or enter the name of a new customer if that customer is not there in the list.
  • Click the customer to assign them to the order.
  • Fill in the applicable fields in Create a new customer.
  • Click Save customer. This customer is now saved to your store.
  • Click Save.(for ref. see pic below)
Add Customer

a. Apply discount to an item

Steps:

  • Open draft order from the Orders page in your admin where you want to add discount to.
  • Click price beside the item’s name in the Order details section:(for ref. see pic below)
Add Customer
  • Set the discount in currency format or a percentage of listed price (for ref. see pic below)
Add discount
  • There is also a box for reason, if you want you can write down the reason for the discount which is totally optional, you can leave it blank as well if don’t want to mention
  • After all this Click on apply.

b. Apply a discount to the entire order

Steps:

  • Click Add discount, just beside Note: to the right
Add discount
  • Set the discount in currency format or a percentage of listed total price. This discount is applied for entire order
  • There is also a box for reason, if you want you can write down the reason for the discount which is totally optional, you can leave it blank as well if don’t want to mention
  • After all this Click on apply.(for ref. see pic below)
Add discount

Add Shipping

Steps:

  • Assuming that you are already there in create order page
  • Click on the Add Shipping just below Subtotal
Add Shipping
  • A popup occurs having a having list of shipping rates, by default custom will be selected.
  • Select the shipping rate option of your choice.
  • If you want to go ahead with Custom, then enter the custom rate name and the shipping rate accordingly.
  • Click Apply.(for ref. see pic below)
Add Tax

Turn taxes on or off

Steps:

  • Assuming that you are already there in create order page
  • Click on the Taxes just below Add Shipping
Add Tax
  • A popup occurs having a checkbox saying charge taxes, by default it will be checked.
  • You can uncheck if you want particular to not charge taxes and click on apply button inorder to save the changes

Add Tags or Notes

Steps:

  • Assuming that you are already there in create order page
  • On the right hand column, just below find or create customer you will find Tags section
  • Enter the tag names separated by a comma based on their status whether they’re captured, paid, or fulfilled.
  • If you want to select tags from previously used tags, you can do so by clicking on View all tags. Click on Apply changes to add to the order after selecting the desired tag you want to use.
  • Then Click save

Add a note

  • There is also Note section on left side below the Add product section, for special instructions for the admin while fulfilling the order.

Hope this was helpful

Leave a Reply

Your email address will not be published. Required fields are marked *