Creating orders on behalf of customers
Ecwid automatically captures all customer orders from your online store. However, any offline sales (phone orders, sales in a brick and mortar store) are not automatically added to your Ecwid Control Panel. You can create these orders manually in your Ecwid admin to include offline sales and inventory along with the rest of your online merchandise. This method provides a comprehensive order history in your Control Panel.
This feature is available for Business and Unlimited subscribers.
If you run an offline store with Square, Clover or Vend POS, you can sync your catalog and sales automatically by connecting the POS system to Ecwid.
To create an order manually:
- From your Ecwid admin, go to My Sales → Edit Orders.
- Click Create Order.
- Fill in the customer information. For returning customers, simply enter their email. Ecwid will populate all other customer information automatically.
- Click Edit next to the Shipping method and select the preferred shipping option. Ecwid will provide a dropdown with available shipping options from your store.
- Click Edit next to the Payment method and add the name of the payment option.
- The order is pre-populated with a default product. The pencil icon allows you to remove or edit this field:
The order must contain at least one product. This is why the Remove button is only active when your order contains more than one product.
- Click Add product to add more items to the order.
- Enter the product SKU and the number of items purchased. Ecwid will populate all other information:
- Edit the shipping information, taxes and discounts, click Save changes.
- Once all order information is entered, click Place Order.
- From your Ecwid iOS app, go to Orders.
- Tap the plus icon in the right upper corner.
- You’ll be taken to the Sell on the Go app. Download it if you don’t have it yet.
- In the Sell on the Go app, tap the plus icon in the left upper corner or tap the barcode icon in the right upper corner.
- Select products and tap Add.
- After you’ve selected all the products, tap Process Order.
- Tap Charge.
- At this step, you can add customer details, discounts, and a note.
- Tap Place as Unpaid if the customer will pay later for the order or tap Take Cash.
- Tap Place order.
- Tap Email Receipt or Done.
- From your Ecwid Android app, go to Orders.
- Tap the shopping bag icon in the right bottom corner to create a new order.
- Tap Add products.
- Select Add product or Scan barcode.
- If you select Add product, tap products that you want to add to the order.
- Tap the tick icon in the right upper corner to add a product.
- Tap Preview items.
- Tap Charge.
- Select to Take cash or Place as unpaid.
- Tap Place order.
- Tap Done.
You can see the created order in your Ecwid admin, in My Sales → Orders:
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