Create and manage orders

Create your first order

1. Open Create order

   Open Orders in your store and choose Create order. This opens the manual order form, where you can add customer, item, payment and delivery details.

2. Review the order form

   The form groups Who is this order for?, Add products, Payment and delivery, VAT, Discount, and Address and notes. Order summary shows the total and Create order action.

3. Choose a customer

   In Existing customer, choose Search by name, phone, or email. The form starts with Walk-in customer, which you can keep when no saved customer is needed.

4. Find the saved customer

   Search customers by name, phone number or email. This example finds the fictional saved customer Sophea Lim.

5. Select the matching customer

   Check the name and phone number before selecting the customer. Quick customer can create a customer with a name and optional phone number when needed.

6. Check the selected customer

   Sophea Lim is now selected for this order. Choose Use walk-in customer to switch back to an anonymous customer without personal details.

7. Find an item to add

   Choose Search products by name or SKU. Scan can find a product by SKU; Custom item is available for a separately entered item name, price and quantity.

8. Search the product catalog

   In Add products, search for a product name, SKU or variant name. Each available variant appears in its own row.

9. Add the correct variant

   Check the product, Default variant, price and stock, then choose Add on that row. Each click adds one unit, up to the available stock.

10. Return to your order

    Choose Done when you have added the items you need. The selected product is now listed in the order form.

11. Set the ordered quantity

    Use the plus and minus controls or quantity field. This example orders two mugs at 12.00 USD each, for 24.00 USD. Quantity must be a whole number of at least one and cannot exceed available stock.

12. Open the payment methods

    Open Payment method to see your store’s enabled checkout methods. A method describes how payment will be received; it does not collect or verify payment.

13. Select Cash

    Choose Cash from the payment method dropdown for this example. Selecting it does not collect payment.

14. Open the payment statuses

    Open Payment status to review Unpaid and Paid. Keep outstanding payments Unpaid; choose Paid only after you have received payment.

15. Keep payment Unpaid

    Choose Unpaid from the dropdown while payment is outstanding. This order will be saved without collecting payment.

16. Open the delivery methods

    Open Delivery method to change Free delivery to Customer pickup. Other choices include configured delivery methods and Custom delivery.

17. Choose customer pickup

    Select Customer pickup from the dropdown when the customer will collect the order.

18. Check the delivery fee

    Customer pickup and Free delivery lock Delivery fee to zero. Other delivery fees must be zero or more. A custom method also needs a name and duration.

19. Open the delivery statuses

    Open Delivery status to review Pending, Confirmed, Processing, Out for delivery and Delivered. Saving the order does not mean it has been delivered.

20. Keep the delivery status Pending

    Select Pending from the dropdown while you prepare the order. Update the status later when it reflects what has happened.

21. Open the VAT settings

    Open VAT setting to review Company default, VAT inclusive and VAT exclusive. The setting controls how configured tax is included.

22. Use the company VAT setting

    Select Company default to use your store’s tax settings. This sample store has no tax applied, so tax is 0.00 USD.

23. Review the optional discount

    Add discount opens the optional discount settings. You can leave the order without a discount, as in this example.

24. Open the discount choices

    Open Discount type to review Percentage, Fixed amount or Discount code. A discount code must finish checking and be applied, or be cleared, before saving.

25. Select a percentage discount

    Choose Percentage (%) from the dropdown. Percentage must be between zero and 100; this example keeps zero and then cancels the optional discount.

26. Continue without a discount

    Choose Cancel to keep the previous discount settings. This sample leaves the discount at zero. Apply discount would keep a valid discount choice.

27. Review the optional address

    Customer pickup can continue without a delivery address. Add Google Map lets you place a pin; Add address opens address details. When you add an address, provide a map pin or street address before saving it.

28. Open Google Maps

    Choose Add Google Map to open the location picker in the order form. Adding a pin is optional for a pickup order.

29. Search for a location

    Enter a place or address in Search Google Maps. This example searches for BKK 1, Phnom Penh.

30. Find matching places

    Choose Search, then review the matching place before selecting it.

31. Place the map pin

    Select the matching result to place a pin on Google Maps. You can also click the map or drag the pin to adjust it.

32. Use your current location

    Choose Use my location to use your device’s current position. Allow location access in your browser when asked. Use this option only when you are at the intended location.

33. Wait for your location

    Finding location… appears while the device locates you. If location access is unavailable, allow access or select a point on the map. This animation uses sample coordinates.

34. Check your current position

    The map moves to the current position and updates the pin and coordinates. Current location adds a map position; it does not automatically fill in a street address.

35. Review the location before continuing

    Check the pin before continuing. Drag it to adjust, choose Remove pin to clear it, or open the saved position in Google Maps. The location is saved with Create order.

36. Add an optional order note

    Use Order notes for delivery instructions or internal notes. This example records that the customer will collect tomorrow. Address and notes can be left empty.

37. Check Order summary

    Review Sophea Lim, one product with two units, the subtotal, VAT, delivery fee and total. This unpaid pickup order totals 24.00 USD with no tax, discount or delivery fee.

38. Create the order

    Choose Create order once all details are correct. A customer name or Walk-in customer and at least one valid item are needed. Creating the order does not collect payment.

39. Wait for saving

    Saving… appears while the order is created. If validation or saving fails, review the message and correct the form before trying again.

40. Review the saved order

    The saved order details open after creation. Confirm that Payment status is Unpaid, Delivery status is Pending, Customer pickup is selected, and the total is correct.

Managing orders