--- title: Creating a Manual Order slug: oms/creating-a-manual-order docTags: createdAt: 2022-07-27T19:23:36.000Z --- ### Introduction Manual Orders are created directly in Chord OMS and are not imported from a connected store. You can create manual orders for one-time special orders or orders taken over via any communication you have. There are many use cases in the Order Management System 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](https://app.archbee.com/docs/9Ld0JZEYpH-uieGQS-drz/mmFcDl5Uof3i_AM48P9nq) for payment information about wholesale orders) ### Creating a Manual Order with Payment on file Creating a manual order consists of five phases: **Adding Product(s) --> Customer Information --> Shipping --> Payment --> Finalize ** Go to **Orders** › **New** **Order**. Select the **Store** best fitted for your manual order if you have multiple stores.  ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/1wttSoKSbjv18glXreFcX_image-8-8-2023-at-406-pm.jpg" size="74" width="1806" height="570" position="flex-start" darkWidth="1806" darkHeight="570" showCaption="false"} 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.  ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/P4i1biqiuumklptzsASYd_screen-recording-1-7-2023-at-600-pm.gif" size="58" width="830" height="332" position="flex-start" darkWidth="830" darkHeight="332" showCaption="false"} :::hint{type="success"} All products will be displayed, regardless of their stock availability. ::: ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/UhUEA1tq9poesof-YTLyT_image-8-8-2023-at-207-pm.jpg" size="96" width="2660" height="758" position="flex-start" darkWidth="2660" darkHeight="758" showCaption="false"} :::hint{type="warning"} **Chord** starts tracking orders even before they are placed: as soon as you or a customer adds something to their cart, a new order is generated. [The Status will be Cart.](https://app.archbee.com/docs/8bOVl7vg1M-0GKcUIBnmZ/wiABGKSrGtzM8v5RbJz8j) ::: After adding each product, make sure to click **Save**. ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/CMvY4nfoNKh36S7koZMoc_image-1-7-2023-at-608-pm.jpg" size="64" width="1654" height="304" position="flex-start" darkWidth="1654" darkHeight="304" showCaption="false"} If you need to remove items from the cart, click **Empty Cart** or **Delete**. ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/tXQnyDWzDVI-qQphdkL_f_image-8-8-2023-at-224-pm.jpg" size="64" width="1882" height="780" position="flex-start" darkWidth="1882" darkHeight="780" showCaption="false"} Proceed to 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 their **Name**, **Email**, and **Address**. ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/DJ3eKGhM0gATOtxjE-ING_screen-recording-1-7-2023-at-630-pm.gif" size="54" width="854" height="442" position="flex-start" darkWidth="854" darkHeight="442" showCaption="false"} :::hint{type="warning"} If you select an existing customer, the **Guest Checkout** will default to False, but if you provide a new customer, it will default to True (Yes) since this customer doesn't have an account. ::: Provide all pertinent information and click **Update.** You are directed to the **Shipment** tab. ![](https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/Ckk4DkNggDMhwMhNctbN7_image-1-7-2023-at-651-pm-1.jpg) 1. **Shipping Number: **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 how 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 ](https://app.archbee.com/docs/8bOVl7vg1M-0GKcUIBnmZ/ap4K8wHMK8GYQU5SagHBB)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](https://docs.chord.co/statuses-and-order-flow) document 9. **Taxes** for the order will display here. 10. **Channels** are a way to define/organize orders within the Order Management System. 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'.** ![](https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/nPp-zTmLeTH4Kvb9DqmZE_image-1-9-2023-at-149-pm.jpg) 1. **Balance Due **This refers to the overall sum owed for the order. 2. **Identifier** Generated by the Order Management System (OMS); this is a singular and exclusive identification. 3. **Date/Time** The specific date and time of the order, following Eastern Standard Time (EST). 4. **Payment Method** Pertaining to a financial institution like Square or Stripe. 5. **Transaction** **ID** This will become visible after Stripe or Square has successfully processed the payment. 6. **State** The current condition or stage of the order. 7. **Amount** Initially set at $0 will present the total sum once the transaction concludes. Click **New Payment** ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/g6rcNc2QV77W3AjGGy8jv_image-1-10-2023-at-255-pm.jpg" size="80" width="2590" height="625" position="flex-start" showCaption="false"} All **Payment Methods** available and **saved credit cards** will be displayed here. ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/atRqSj7TBeYIBhm09L1TV_image-8-8-2023-at-331-pm.jpg" size="74" width="1540" height="374" position="flex-start" showCaption="false"} Select **Stripe**, select the **Credit Card** on file, and click **Update.** The order is now in **Confirm** State. ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/T4uinkMvlphN-pQ3aUGz1_image-1-10-2023-at-301-pm.jpg" size="86" width="2340" height="596" position="flex-start" showCaption="false"} :::hint{type="danger"} If you see an **Invalid **transaction row, this 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. ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/r0rFscfUtZw8p_o2LkBSG_image-1-10-2023-at-309-pm.jpg" size="80" width="850" height="78" position="flex-start" showCaption="false"} ### How to Create a Manual Order with Store Credit If you need to create an order in the **Chord OMS** for a customer using** Store Credit,** we recommend the following steps. :::hint{type="warning"} To use Store Credit for a manual order, the customer must have an existing account and Store Credit attributed to that same account. ::: Navigate to the **Users** and locate the customer for whom you intend to initiate an order. Click on the **Store Credit** tab and verify that **Store Credit **(you can also allocate Store Credit from here if needed) Click **Account** tab and click **Create order for this user.** ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/5lDE2BsTDf1G2S6xOq1Tj_image-8-8-2023-at-404-pm.jpg" size="82" width="2966" height="548" position="flex-start" showCaption="false"} 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. Click on the **Payments** tab and notice that the **Transaction ID** starts with SC for **Store** **Credit**, and the **Payment Method** is Store Credit. ::Image[]{src="https://api.archbee.com/api/optimize/TmutqdeXiIw-V3gBZXVjd/wOgi1vC8rmSIMOLHq5F3n_image-1-10-2023-at-356-pm.jpg" size="72" width="1684" height="334" position="flex-start" showCaption="false"} :::hint{type="danger"} If you see an **Invalid **transaction row, this is not a bug! ::: Click on Confirm tab, scroll down, and click **Complete Order **(you might need to click **Refresh Totals** first) :::hint{type="info"} To create a Manual Order if no payment is on file, please refer to [Invoices](https://app.archbee.com/docs/9Ld0JZEYpH-uieGQS-drz/mmFcDl5Uof3i_AM48P9nq) document. ::: ### FAQ/Troubleshooting **Can I start a draft order and send a unique URL to customers allowing them to check out?** The Chord OMS does not support this since the order number is only stored locally. :::hint{type="success"} If you have any questions or need help, please contact us at [help@chord.co.](#) :::