Create an Order

Last updated: October 12, 2026

You can create an order for a customer in the Admin Portal, for example a phone order or an order you take by email. New orders start as a draft, so you can save one and finish it later.

Create an order

  1. Go to Orders and click Create Order. The Draft Order page opens.

  2. Under Select Customer, search for the customer and select them. Their contact information, shipping address, payment method and billing address appear on the right. To use a different address or add a new card, click Edit on the customer card.

  3. Under Products, click Search for Products, type at least 3 characters, tick the products you want and click Add. Change quantities in the QTY column.

  4. Under Delivery Method, choose Shipping or Pickup. (You can choose one once a customer is selected.) For a shipping order, choose the shipping rate from Add shipping in the Summary. You can also set a Future Ship Date.

  5. Under Payment Types, choose Card, Cash, Check or Other. For Card, choose the customer's card under Payment Method on the customer card, or add a new one there.

  6. Optionally choose a Sales Associate or Order Subtype, click Add Discount in the Summary, or add a Gift Message or Notes.

  7. Click Save and Pay to take payment and place the order. To keep it as a draft without charging anything, click Save instead.

If something is missing, the page lists what still needs to be done before you can save, for example a delivery method, a payment method or a product.

Finding saved drafts

Draft orders are under Orders > Drafts. Open one to finish it, then click Save and Pay.