Creating orders on behalf of customers
Ecwid automatically captures all customer orders from your online store. However, sometimes you may have to do manual sales (over the phone, in a brick and mortar store, from craft fairs or events, etc). You can enter in these orders manually in your Ecwid admin to keep the history of your offline orders and online sales in one place and to respectively update your online stock.
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 + 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.
You can check out the created order in your Ecwid admin, in My Sales → Orders:
After you create an order manually, product stock will be reduced.
If you run an offline store with Lightspeed Retail (X-Series), Square, or Clover POS, you can sync your catalog and sales automatically by connecting the POS system to Ecwid.
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