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Create Orders

Site Admins and Order Managers can manually create an order for a customer.

  1. Select Commerce, then Manage Orders.
  2. Select + Create a new order.
  3. Select the Customer you’re creating the order for. 
    • Search for an Existing customer based on email address. 
    • Select New customer and enter their Email if the customer doesn’t have an account yet. Select whether to Generate password and Notify user of new account. 
  4. Select Place the order on a different date and select a date and time to change the order date and time. 
  5. Select Create. 
  6. Add items to the order
    • Select the Order Items tab.
    • Select + Add order item, select the item type, search for and select the item 
    • Refresh Tax Amount should be checked for all items. The tax configuration on the site will handle which items are taxable and which are not.
    • Select Save.
    • Repeat the steps for each item.
  7. Add Shipments
    • Select the review the shipments link or the Shipments tab to create a shipment for the order.
    • Select + Add shipment, select the Shipment items, Shipping method, then select Save.
  8. Add Billing Information and Adjustments
    • Select the Edit tab. 
    • Select Add Billing Information, enter the customer’s name and address
    • Enter other adjustments like Coupons, Store Gift Cards
    • Refresh Tax Amount should be checked.
    • Scroll down and select Save.
  9. Add Payments
    • Select the Payments tab.
    • Select + Add payment, select the Credit card option, select Authorize and capture to collect the payment, then select Add payment.
    • Use a saved Credit Card profile, if available.
    • Enter the customer’s payment information, then select Pay.
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