Creating orders on behalf of customers
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 email, add products and optionally specify other details like payment method, shipping details, and billing address.
Creating orders in your store admin
To create an order manually:
- From your Ecwid admin, go to My Sales → Order Editor.
- Click Create Order.
- Click Edit next to the Customer email and fill in the customer information. For returning customers, simply enter their email and click Save. Ecwid will automatically fill in shipping and billing address for existing customers.
- Click Edit next to the Shipping method and select the preferred shipping option from the dropdown.
- Click Edit next to the Payment method and add the name of the payment option.
- Below the customers information section, you will see 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 automatically fill in other information:
- Edit the shipping information, taxes and discounts, then 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.
- Tap Barcode scanner to add an item by scanning its barcode. Or tap + add products to find and add a product manually.
- Tap the product to edit its 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.
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Tap Scan barcode to add an item by scanning its barcode. Or Tap Add product to find and add a product manually.
- Tap the product to edit its 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.
You can check out the created order in your Ecwid admin, in My Sales → Orders:
That’s it! The order is created.
After placing a manual order
After you place a manual order, your customer receives a notification about the order to their email, the product stock is reduced, and the order appears on the Orders page with the Awaiting Payment and Awaiting Processing statuses. You can change these statuses later if you want.
Your customers are not automatically charged for orders you place manually, even if you specify the payment method name when creating the order, so you need to collect payments from them yourself. After you create an order in the store admin, you can send an invoice to a client (e.g., a PayPal or a NextPay invoice), take payment in cash or use any other option that suits your workflow.
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