Creating a Manual Order

Manual Orders are orders created directly in the OMS, not imported from a connected store. You can create manual orders for one-time special orders or orders taken over the phone.

There are many use cases in the OMS when you can create a manual order.



• Unfortunately, your customer's order failed and needs to be recreated.
• The Front-End site is inaccessible.
• Your business needs to create a net-new order for customer service purposes.
• Your business needs to create ad-hoc orders for your employee(s).
• Your business needs to generate ad-hoc orders for testing purposes.
• Your business needs to create wholesale orders (see Invoices for payment information about wholesale orders)

Go to Orders › New Order. You will be taken to the Add an Order screen. Creating a manual order consists of five phases:





Select the Store best fitted for your manual order if you have multiple stores. 

Click the Choose a Variant dropdown. To locate the products you wish to add, type the first three letters of that product, and you will see all matched products. 









After adding each product, make sure to click Save.





If you need to remove items from the cart, you can either click Empty Cart or position your mouse next to Save (now a delete button) and click Delete.



Click on the Customer Tab

‌You can find a customer by typing their email address. If the customer exists, all fields will be populated for you, or you can manually enter your Name, Email, and Address.







Provide all pertinent information and click Update.

You are directed to the Shipment tab.





1. Shipping Number is also known as the H number. This number is a unique number sent to your Warehouse, and because it has to be unique, we cannot use the Order Number since an order can have multiple shipments.

2. Default represents your 3PLs. This example is named Default, but it can be anything you choose, such as "Shipstation" or "Shiphero." For more information, please refer to the Stock Location document 

3. Fulfilled = False- Once the order is sent to the warehouse, it will read Fulfilled = True. Note that Fulfilled = True does not mean that the order has shipped!
4. Shipping Method You can edit the way you ship the product here.
5. Tracking Number and Tracking URL will be automatically provided after the order ships by EasyPost. For more information, please refer to the Shipping document.

6. Line item adjustments section displays discounts and taxes on the line items.

7. Shipment adjustments section displays discounts and taxes on shipping.

8. Order Information - Status - For more information about Statuses and States, refer to the Status and Order flow document
9. Taxes for the order will display here.
10. Channels are a way to define/organize orders within the OMS. Effectively a channel says “how” and which avenue an order came through. If an order is created manually via the OMS admin, the channel defaults to “admin.” Suppose the order was a subscription, the channel defaults to “subscription,” etc.
11. Note field is used for an internal message about the order or your customers.

You can skip the Adjustments tab and click directly on Payments.





Balance Due is the total order amount due.

Identifier is generated by the OMS and is a unique ID

Date/Time Date and Time of the order. EST time

Payment Method is for a financial institution, in this case, Square, or Stripe, to list just a few.

Transaction ID will display once Stripe or Square has completed the payment.

State of the order

Amount initially lists $0 but will display the total amount once the transaction is completed.



Click New Payment





All Payment Methods available will be listed here, and all saved credit cards will display.





Select Stripe, select the credit card on file, click Use a new card, and click Update.

The order is now in Confirm State.

Note that the $0.00 Invalid transaction is not a bug!





Click the Confirm tab.

Scroll down and click Complete Order (you might have to click Refresh Totals first)

Your order is now in Complete - Ready - Paid States, and the package is Ready to be pushed to the warehouse (the default time to send orders to the warehouse is 60 minutes.

You can change that setting in your Settings --> Store.







If you need to create an order in the OMS for a customer using Store Credit, we recommend the following steps.





Go to Orders › New Order.

Select the Store best fitted for your manual order if you have multiple stores. 

Click the Choose a Variant dropdown. To locate the products you wish to add, type the first three letters of that product, and you will see all matched products. 

Click the ticker to Save your product to your cart, and click the Customer tab.

In the Customer Search dropdown, select your customer and click Update once all fields have been populated.

You can click on the Payment tab and verify that the Transaction exists and the State is Checkout (please refer to steps in the above section for more details).

Note that the $0.00 Invalid transaction is not a bug!

Click on Confirm tab, scroll down, and click Complete Order (you might need to click Refresh Totals first)



You can go back to the Payments tab and notice that the Transaction ID starts with SC for Store Credit, and the Payment Method is Store Credit.





Your order is now Complete!





Please look at the Invoices documentation to create manual order if no Payment Methods exist.



Can I start a draft order and send a unique URL to customers allowing them to check out?

The OMS does not support this since the order number is only stored locally.