How to manually create an order for a phone or WhatsApp sale
Use New Order to record a sale you took by phone, WhatsApp, or in person — the same order form your storefront checkout uses, filled in by you.
Steps
- Go to Orders → Create an order (or the "New Order" button on the Orders page).
- Under Products, search for and add each product the customer is buying. If a product has variants (size, color, etc.), a picker opens so you choose the exact variant before it's added.
- Under Customer information, search for an existing customer, or fill out the form below it manually: First Name, Last Name, Phone Number, Email, Country, City, and Street Address, plus an optional order note. You must provide either a phone number or an email — both are not required, but at least one is.
- In the side panel, set Discount Type (Percentage or Fixed Amount) and the discount value, pick a Shipping rate, and choose the Sales channel the order came from (e.g. WhatsApp, Facebook, Other).
- Review the Order summary (subtotal, discount, shipping fee, total), then click Create Order. If you have a COD partner connected, there's an option to send the order to it right away as part of the same save.
Common problems
- "Create Order" button stays disabledyou need at least one product added and a customer selected (either picked from search or with the required contact fields filled in) before the order can be created.
- Phone number gets rejectedit must be in international format, e.g.
+212..., with 7–15 digits after the country code; local-format numbers without a leading+will fail validation. - Discount won't go above 100that's expected when Discount Type is set to Percentage; switch to Fixed Amount if you need a discount larger than the item price allows as a percentage.