Placing a Manual Order (Phone Order)


  • Go to Orders→ Place Phone Order  
  • The first thing to do is to either choose an existing customer or add a new customer.    
    • You can search by either their name or by email.    
  • If you searched for a customer, click on the Select link next to the phone number to select that customer.  That will show the information about that customer.    
  • Click on the Continue button.   
    • If the manual order is for a new customer, click on Add New and input the required information.   
    • When you click on Save, you will continue on to input the product being ordered.  
  • The next step is to add the product(s) being ordered.  
    •  If you already know which product the customer wants, you can just type in the title or SKU, otherwise, click on Browse Store to find the product.    
    • If the customer has ordered this same item in the past, you can click on the View previous order history to find items in their order history.    
    • Once you have added the item(s), click on Continue.  
  • The next step is the Shipping step.  
    • This uses the information from the shipping zones to display available shipping services and rates.   
    • Select the option the customer prefers and then click on Continue.  
  • Payment is the final step.  
    • Select the appropriate payment method. 
    • Any method that takes the customer off your site like PayPal will not show up there since that requires the customer to log in via a 3rd party site.   
    • Any payment option that remains on your store will show up here.  
    • Choose the payment option (if need be, put in a credit card number) and then click on Submit Order. 
  • The order will then be added to your store under the Orders Place Phone Order.  
    • If the customer used a credit card, the order will be approved
    • If you are awaiting payment from the customer to you will need to manually approve the order.