Creating a new order from the admin

You can create orders and send invoices directly from the Orders page of your Shopify admin. Creating orders manually is useful in many situations:

  • Create new orders and enter credit card payments in Shopify for sales you've made by phone, in person, or elsewhere.
  • Send invoices to customers to pay with a secure checkout link.
  • Use custom items to represent additional costs or products that aren't displayed in your inventory.
  • Manually re-create mistaken orders from any of your active sales channels.
  • Sell products at discount or wholesale rates.
  • Take pre-orders.

Create a new order

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After you've created a new order, you can send an invoice to your customer, receive payment (or enter credit card information) right away and complete the order, or save the new order as a draft and resume working on it later.

To create a new order:

  1. From your Shopify admin, go to Orders.

  2. Click Create order to open the order creation screen. An order can include the following items:

  3. After you've set up the contents of your order, you have three options:

    If you save your order as a draft, then you can update it later from the Drafts page in your Shopify admin. When you accept payment for your draft order, an order is created for it on the Orders page.

Add products

To add products to your order:

  1. In the Order details section, enter the name of the product you want to add to your order, or click Browse products to view a list of your store's products and collections. You can also create a custom item for the order by clicking Add custom item instead:
    Draft order details - Shopify admin
  2. Check the individual products or variants that you want to include in the order:
    Draft order product picker - Shopify admin
  3. Click Add to order.

  4. Optional: To reserve the products included in an invoice or a draft order, click Reserve items and then select how long you want the items to be reserved. This reserves any items that have inventory tracking enabled, but doesn't adjust their actual inventory levels in your Shopify admin.
    Reserve items - new order

Set item or order discounts

If you want to apply a discount to the current order, then you can choose to discount the entire order or just individual items within it. Both item and order discounts are applied to the total price of the order — be careful not to duplicate the discount.

To apply a discount to a specific item:

  1. Click the price beside the item's name in the Order details section:
    Order - item discount
  2. Set the discount as a currency amount, or a percentage of the listed price:
    Order - set item discount
  3. Optional: Enter a reason for the discount in the Reason text box.

  4. Click Apply.

To apply a discount to the entire order:

  1. Click Add discount:
    Add discount to entire order
  2. Set the discount as a currency amount, or a percentage of the total price. This discount will be applied on top of any item-specific discounts.
    Discount entire order
  3. Optional: Enter a reason for the discount in the Reason text box.

  4. Click Apply.

Add shipping

If the current order requires shipping, then you can choose a preset shipping rate or create a custom rate.

To add a shipping rate:

  1. Click Add shipping:
    Add shipping order
  2. Select a shipping rate option:
    Add shipping option
  3. If you selected Custom, then enter the custom rate name and the shipping rate.

  4. Click Apply.

Add tags

You can organize your orders beyond whether they're captured, paid, and fulfilled by adding tags. You can filter orders by tag, and then save a search for that tag so that you can quickly access those orders in the future.

To add a tag to your order:

  1. Enter the tag names separated by a comma:
    Order - add tags
  2. To select from your previously used tags, click View all tags. Click the tags that you want to add, then click Apply changes to apply them to the order.

  3. Click Save.

Add or remove taxes

By default, new orders include taxes based on your store's tax settings and the customer's shipping address. If you don't have a shipping address on file, then taxes are based on the customer's billing address instead.

To add or remove taxes from the order:

  1. Click Taxes:
    Order - add tax
  2. Select the Charge taxes checkbox.

  3. Click Apply to save your changes, or Close to cancel.

Add or remove a customer

To add a customer to your order:

  1. In the Find or create a customer section, start entering the name of an existing customer or enter the name of a new customer:
    Draft order - add customer
  2. Click the customer to assign them to the order.

  3. If you're creating a new customer, then click Create a new customer:
    Order - create customer
  4. Fill in the applicable fields in the Create a new customer form:
    Order - new customer form
  5. Click Save customer.

  6. Click Save on the order page.

To change a customer's contact information or shipping address:

  1. In the Customer section of the order, click Edit next to the customer's email, shipping address, or billing address:
    Order quote - edit customer
  2. Make any required changes.

  3. Click Apply changes.

To remove a customer from your order:

In the Customer section of the order, click the x icon:
Order quote - edit customer

This won't remove the customer from the customer list in your Shopify admin.

Email invoice

An invoice provides the customer with a link to the checkout page for the current order so that he or she can enter billing information, select a shipping method, and submit payment.

To send an invoice:

  1. Click Email invoice in the Order details section:
    Order - email invoice
  2. On the Send invoice dialog, enter the message you want to include in the invoice:
    Draft order - email invoice
  3. Click Review email.

  4. In the Send invoice dialog, review your email and click Send notification.

When you click Send notification, a draft order is created automatically. Be careful not to mark the draft order as Paid, or else the link in the invoice will not work, and the customer will be unable to complete the checkout process. After the customer completes the checkout process using the link, the draft order becomes an order on the Orders page and is automatically marked as Paid.

Accept payment

If you're ready to accept payment, then select a payment method or payment status. This creates an order on the Orders page in your Shopify admin.

If you aren't ready to accept payment yet, then you can save the order as a draft and accept payment later.

You will have as many as three methods available for accepting payment:

Mark as paid Click Mark as paid if you have already received payment for the current order, or if you are importing a past order from another platform into your Shopify admin. In this case the received amount will not be captured again by your payment provider. An order confirmation email will be sent to the customer.
Mark as pending Click Mark as pending if you are awaiting payment for the current order. When you receive payment for the order, you can mark it as paid from your Orders page. Until then, its payment status will remain as Pending.
Pay with credit card Click Pay with credit card if you already have the required billing information or if your customer is available to enter it directly (their information won't be saved in Shopify). This payment method requires a direct payment provider, like Shopify Payments: if you process your payments outside of Shopify, then you can't pay with a credit card for manually created orders.

If you’re using Shopify Payments, then you don't pay any transaction fees other than your regular card rate when processing credit card purchases manually in your Shopify admin. If you're using a supported direct credit card payment provider instead, then you pay the same transaction fees when processing credit card purchases that you pay for online orders.

If you mark the order as paid and select a manual payment method, such as cash on delivery or bank deposit, you will not incur transaction fees for that order.

Find or complete an existing draft order

To view a list of your draft orders:

  1. From your Shopify admin, go to Orders.

  2. Click Drafts.

  3. From the Drafts page, click the number of the draft order you want to open:
    Draft order - list
  4. From the draft order page, you can choose to email an invoice, accept payment, or save the draft again.

    After you accept payment for your draft order, it becomes a new order on the Orders page in your Shopify admin. You can fulfill it in the same way as a regular order.

Duplicate an existing order

When you create an order, you can save time by duplicating an existing order or an existing draft order. The following scenarios are examples of where duplicating an existing order might be useful:

When you duplicate an existing order or a draft order, a new draft order is created with duplicates of the following information:

  • products—The duplicate line item will contain the latest information for that product. If a product has been removed, then it won't appear in the duplicate draft order.
  • custom items
  • customer information—If the customer has been deleted, then a customer will be created based on the email, billing, and shipping addresses.
  • email, billing, and shipping addresses
  • notes, note attributes, and tags

Discounts and shipping rates will not be duplicated in the draft order.

To duplicate an existing order or draft order:

  1. From your Shopify admin, go to Orders.

  2. Click the number of the order that you want to duplicate.

  3. On the order details page, click the More actions > Duplicate. If you're duplicating a draft order, then click Duplicate on the draft order details page.

    A draft order is created with the same line items and customer information as the original order.

  4. After you've set up the contents of your duplicate order, you have three options:

If you save your order as a draft, then you can update it later from the Drafts page in your Shopify admin. When you accept payment for your draft order, an order is created for it on the Orders page.

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