Create an order

For registered customers who need assistance, you can create an entire order directly from the Admin. The Create New Order form includes all the information that is needed for the normal checkout process, with activity summaries from the customer’s account dashboard.

Create an order for a customer

Step 1: Create an order

  1. On the Admin sidebar, click Customers.

  2. Find the customer in the grid.

  3. In the Action column, click Edit.

  4. In the workspace header, click Create Order.

    Workspace header {width="700" modal="regular"}

    You can also create an order in the Order workspace by clicking Create New Order.

Step 2: Add products

If your store has multiple views, choose the store view where the order is to be placed.

Add products from the Customer’s Activities sidebar

You can transfer items to the cart from a customer’s wish list, or any recently viewed, compared, or ordered items.

  1. Expand Expansion selector one of the following sections:

    • Wish List
    • Last Ordered Items
    • Products in Comparison List
    • Recently Compared Products
    • Recently Viewed Products
  2. Select the checkbox of each product in the left panel.

  3. Scroll down and click Update Changes.

    The item appears in the order form.

    Add to Cart {width="600" modal="regular"}

Add products from the catalog

  1. Click Add Products.

    Add Products {width="600" modal="regular"}

  2. In the grid, select the checkbox of each product to be added to the cart and enter the Qty to be purchased.

    Select Products {width="600" modal="regular"}

    note note
    The product selection grid always shows regular base prices for products, without discounts and any cart or group price rules applied. The final product price is calculated only when the product is added to an order/cart.
  3. Configure available product options:

    • Click Configure.

    • Complete the options as needed.

    • Click OK.

    • Click Add Selected Product(s) to Order to update the cart.

  4. If a product is configured for gift options, set the options as needed.

  5. Override the price of an item if necessary:

    • Select the Custom Price checkbox and enter the new price in the box below.

    • To update the cart totals, click Update Items and Quantities.

    Custom Price {width="600" modal="regular"}

  6. Complete the following sections as needed for the order:

    • Order Currency
    • Apply Coupon Codes / Gift Card Code
    • Payment Method
    • Shipping Method
    • Order Comments
See the Payment Services Guide for more information about payment methods to support this functionality when the Payment Services extension is installed and configured.

Step 3: Submit the order

Click Submit Order.

A confirmation is sent to the customer and the customer can view the order details from their account.