{"id":64605,"date":"2022-04-11T06:09:44","date_gmt":"2022-04-11T12:09:44","guid":{"rendered":"https:\/\/www.scalahosting.com\/blog\/?p=64605"},"modified":"2023-05-09T05:34:07","modified_gmt":"2023-05-09T11:34:07","slug":"orders","status":"publish","type":"post","link":"https:\/\/www.scalahosting.com\/blog\/orders\/","title":{"rendered":"Orders"},"content":{"rendered":"\n

Manually Creating Orders<\/strong><\/h2>\n\n\n\n

Manually creating orders is useful when someone contacts you directly for a purchase through phone, instant messenger, email, or another medium.<\/strong> In such cases, it\u2019s a good practice to create the order manually so your store can keep tracking your inventory and sales.<\/p>\n\n\n\n

To add an order:<\/strong><\/p>\n\n\n\n

1. Click on WooCommerce <\/strong>\u2192 Orders<\/strong><\/p>\n\n\n\n

2. Click on the Add Order<\/strong> button next to the page title.<\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

3. This will load the Add New Order<\/strong> screen, and the first thing you\u2019ll see is the order ID.<\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

4. Date Created<\/strong><\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

To be relevant, every order requires a timestamp. This field is automatically filled once the Add New Order<\/strong> screen loads. You can also edit it manually.<\/p>\n\n\n\n

5. Status<\/strong><\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

Your newly created order always starts with a Pending Payment <\/strong>status.<\/p>\n\n\n\n

Note:<\/em><\/strong> Once you have added items to your order and created it, the <\/em>Customer Payment Page <\/em><\/strong>link will become available. Use this to send your client a custom payment link. After the payment is confirmed and the order status changes \u2014 the link disappears.<\/em><\/p>\n\n\n\n

6. Customer<\/strong><\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

Defaults to Guest<\/em>. If you\u2019re receiving a purchase request from an existing customer, use this field to find them. The search is performed for Names <\/strong>and Email Addresses<\/strong>.<\/p>\n\n\n\n

It\u2019s best to use at least three characters for your search to minimize results.<\/p>\n\n\n\n

Note: <\/em><\/strong>The search goes across all client profiles. Once your store grows, this feature might start functioning slower.<\/em><\/p>\n\n\n\n

7. Billing and Shipping Fields<\/strong><\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

Fill out the Billing<\/strong> and Shipping<\/strong> fields as you would on a regular checkout page.<\/p>\n\n\n\n

You can edit those fields later by clicking the pencil icon next to each one.<\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

Use the Load Billing Address<\/strong>, Load Shipping Address<\/strong>, and Copy Billing Address <\/strong>links to automatically fill the billing and shipping fields based on the customer profile you\u2019ve picked.<\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

8. Adding Items to the Order<\/strong><\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

Contains the following buttons:<\/p>\n\n\n\n

1. Add Item(s)<\/strong>
Click this button to display a sub-menu for adding products to the order.<\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

2. Add Product(s)
<\/strong>Use the Search for a product <\/em>drop-down to find existing products. This also searches through Grouped Products<\/strong>.<\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n

Note: <\/em><\/strong>Remember to set an appropriate quantity<\/em> <\/em><\/strong>from the field on the right of the drop-down.<\/em><\/p>\n\n\n\n

3. Add Fee
<\/strong>Used for adding any custom tax or fees. Pressing it displays a pop-up, containing a field that accepts numerical values.<\/p>\n\n\n\n

4. Add Shipping
<\/strong>Choosing this option <\/strong>adds a new row to the order, titled Shipping<\/strong>. Moving the mouse over reveals a pencil icon<\/strong> to the right end. Click on this to add a shipping method. Press the X<\/strong> icon<\/strong> to remove the row.<\/p>\n\n\n\n

\"Orders,<\/a><\/figure>\n\n\n\n
    \n
  1. Click the Pencil Icon<\/strong> to expand the row of the shipping item.<\/li>\n<\/ol>\n\n\n\n
    \"Orders,<\/a><\/figure>\n\n\n\n
      \n
    1. Fill out the field labeled Shipping<\/strong> to specify the name of the shipping method for your customer\u2019s reference.<\/li>\n\n\n\n
    2. Use the drop-down below to select the shipping method you want to apply to your WooCommerce store. <\/li>\n\n\n\n
    3. Fill in the shipping price in the text field right-side from Shipping<\/strong>.<\/li>\n<\/ol>\n\n\n\n

      5. Use Add Meta<\/strong> to fill in any data that makes sense to you or the shipping plugin you\u2019re using.<\/p>\n\n\n\n

      \"Orders,<\/a><\/figure>\n\n\n\n

      6. Once you are done editing, click the Save<\/strong> button that\u2019s just under the Order Total<\/strong>.<\/p>\n\n\n\n

      \"Orders,<\/a><\/figure>\n\n\n\n

      7. An important last step is to click Recalculate<\/strong> to ensure everything is reflected in the order totals correctly.<\/p>\n\n\n\n

      8. Add Tax
      <\/strong>Displays a pop-up with a list of the tax rates in your store to choose from.<\/p>\n\n\n\n

      9. Cancel
      <\/strong>Click if you decide to quit editing any of the items you\u2019ve been adding to the order.<\/p>\n\n\n\n

      10. Save
      <\/strong>Press this button to add the newly configured item to the order\u2019s Item<\/strong> List<\/strong>. Once you click this button, the horizontal menu changes back to its initial state.<\/p>\n\n\n\n

      Note:<\/em><\/strong> The <\/em>Save<\/em><\/strong> button confirms the changes to the cart items only. Refreshing or navigating away from the page will discard any changes made to the order until you press the <\/em>Create<\/em><\/strong> button in the <\/em>Order Actions<\/em><\/strong> box on the top-right of the page.<\/em><\/p>\n\n\n\n