Creating orders on behalf of customers (new editor)
Along with regular online purchases made by customers, it’s possible to create orders manually from your Ecwid admin. Creating manual orders on behalf of customers can be useful when you sell over the phone, during an event or craft fair, etc.
When you create an order manually, you enter the customer name, email, or phone number, add products, and optionally specify other details like payment method, shipping details, and billing address.
To create an order manually:
- From your Ecwid admin, go to My Sales → Orders.
- Click Create Order:
- Fill out the order details. You can specify customer details, add products, set their quantity in the order, add discounts, tips, or surcharges, enter shipping and payment details, and more.
To create an order, enter at least the customer name, email, or phone number and add products. - Click Create Order.
- From your Ecwid iOS app, go to Orders.
- Tap the plus icon in the right upper corner.
- Tap + add products.
- Find the product you want to add and tap on it. Edit product’s quantity and price if needed.
If you want to add a product that’s currently not in your catalog, tap Custom Item to create an item for this particular order. - Tap Done.
- (optional) Add other products if needed.
- Tap + add сustomer and choose an existing customer from the list. To add a new customer, tap the plus icon in the right upper corner.
- Tap Shipping and pickup to enter shipping information for this order: name of the shipping method (e.g., “Local delivery”), shipping address (if needed), shipping cost, handling fee, and tracking number.
You can leave some of the fields empty if you don’t need them. - Tap Payment and billing to enter payment information for this order: name of the payment method (e.g., “Cash”) and billing address (if needed).
- If you want to give a discount, enter its amount in the Discount field.
- Tap Done.
- From your Ecwid Android app, go to Orders.
- Tap the plus icon in the right lower corner.
- Tap + Add product.
- Find the product you want to add and tap on it. Edit product’s quantity and price if needed.
If you want to add a product that’s currently not in your catalog, tap Add Custom Item to create an item for this particular order. - Tap Save.
- (optional) Add other products if needed.
- Tap Add Customer and choose an existing customer from the list. To add a new customer, tap the plus icon in the right lower corner.
- Tap Shipping and pickup to enter shipping information for this order: name of the shipping method (e.g., “Local delivery”), shipping address (if needed), shipping cost, handling fee, and tracking number.
You can leave some of the fields empty if you don’t need them. - Tap Payment and billing to enter payment information for this order: name of the payment method (e.g., “Cash”) and billing address (if needed).
- If you want to give a discount, enter its amount in the Discount field.
- Tap Create Order.
That’s it! You will be redirected to the order details page where you can check and edit it if needed.
The order will appear in your Ecwid admin on the My Sales → Orders page, along with all the other orders placed in your store, and an admin notification about this order will be sent. If you have specified customer email for this order, your customer receives a notification about the order in their inbox. They will also see this order in their customer account in your store.
By default, the order is created with the Awaiting Payment and Awaiting Processing statuses. You can change these statuses later if you want.
If you use Ecwid to track product stock, then, after creating an order, the in-stock quantity for its items in your store will be reduced automatically.
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