Create Manual Order

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Merchants sometimes need to create orders outside the typical workflow, such as handling customer service requests, B2B sales, or special arrangements. This feature allows merchants to manually create orders directly within the system via the Order Management System.

In this guide, "buyer" is used interchangeably with "customer."

Do the following steps to create orders manually:

1. In the left pane, click Orders. My Orders page opens by default.
2. In the upper-right corner of the window, click Create Order.

The Create Order page consists of four sections:

1. Sales Channel
2. Buyer Details
3. Products
4. Payments

Step 1: Sales Channel

Choose the Sales Channel from where the order originates.

Once a sales channel is selected, a Currency dropdown may appear below it.

• If the Currency dropdown appears: Select the currency for this order. Only currencies that are available in both the logistics configuration and the catalog are listed — this drives the price and serviceability check. On selecting a currency, product prices are automatically populated from the configured price factory for that currency when you add items in the Products section. These auto-populated prices can be manually overridden afterwards (see Step 3).
• If the Currency dropdown does not appear: The selected sales channel does not have multiple currencies configured. The order will proceed in the channel's default currency.

Note: Currency selection is available only for sales channels that have currencies configured in both logistics and catalog. If no matching currencies are found, the dropdown will show "No matching currencies available" and you can proceed without selecting one.

Step 2: Buyer Details

In the Buyer's Details section, search for the buyer using phone number or email ID:

1. If the buyer is available:

   1. Select the buyer. The name, registered mobile number, email ID, and shipping address of the buyer will appear.

      You will see the result only if the buyer details are present in the selected sales channel. You can select only one buyer per order.

   2. If required, click Change to change the shipping and billing address. Address details can also be edited.

      If the buyer's location is different from the company's base location, an Export tag will be added to the address.

2. If the buyer is not available on the list:

   1. Click Add New Buyer and fill in the following information:
      • Name
      • Phone Number
      • Email Address (optional)

      You can add only one buyer.

   2. If the order is home delivery, enter the shipping and billing addresses:
      • If shipping and billing addresses are the same, check Billing Address is same as the shipping address to keep the same address for both.
      • If you need to proceed without the billing address, check Proceed without Billing Address.
   3. Select address type, such as Home or Office, or enter a custom address type of your choice to categorise the added address.
   4. Review the buyer details and click Add Buyer. You will see a success notification when the buyer is successfully added.
   5. Enter the alternate phone number and GSTIN in the Additional Details section (optional).

Step 3: Products

In the Products section, search for the product. The search results will show the products available in the catalog.

1. Select the product. The Product Details menu opens.
2. Personalise your item (for example, quantity, colour, and size).
3. If a currency was selected in Step 1, the selling price will be auto-populated from the configured price factory for that currency. You can override this price manually — the change applies only to the current order and will not update the catalog.
4. By default, a fulfilment location is selected in the Fulfillment Location dropdown. You can change it by choosing a different one from the dropdown. A fulfilment location is where products are stored, processed, and prepared for orders.
5. Click Add Item.
6. If the product is not available, click Add New Item to add a new product. Refer to Product Creation Overview for more details.

Step 4: Payments

Select the mode of payment that your buyer has chosen for the order:

1. Cash at Store: If the order was paid for using cash at the store.
2. Debit/Credit Card: If the order was paid for using a debit/credit card at the store. Refunds will be handled by you. You can enter the transaction ID or upload a payment receipt to record the details.
3. Prepaid: Payment has already been completed by the buyer for the order. Refunds will be manually handled by you. You can enter the transaction ID or upload a payment receipt to record the details.

Finalising the Order

Review the order details, and click Create to create the order. You will see a success notification when the order is successfully created. The order will appear in Unfulfilled > New.