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How to Create an Order

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Manually create a customer order by adding products, payment details, shipping info, and selecting the customer.

Step 1: Access the Order Dashboard

  • Click Add New Order.

Step 2: Add Items

  • Click Add Items and select products, then input the quantity for each.
Click Add Items and select products

Step 3: Select Customer

  • Select Customer, If the customer already has an address saved, it will be auto-filled.
Select Customer

Step 4: Add Address

  • If a customer does not have an address yet, click Add Address and fill in the details.
Click Add Address and fill in the details

Step 5: Add Shipping

  • Click Add Shipping, select a shipping method, complete the form, and click Add Shipping.
Click Add Shipping

Step 6: Add Payment Method

  • Custom Payment: Click Custom Payment, choose a saved method or create a new one by filling the available fields. Then click Add Payment Method.
Custom Payment

Step 7: Add Notes and Tags (Optional)

  • Add notes from customers (if available).
  • Add order tags to categorize the order (optional).
Add notes from customers and order tags

Step 8: Create Order

Click Create Order to complete the process.

For further assistance, reach out to us at help@bitbybit.studio

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