Orders | Creating a Manual Order
Take orders by phone, email or in person: build the order yourself, apply pricing, and send the customer a payment link or invoice.
Not every order starts on the storefront. Phone orders, email requests and in-person sales all begin the same way: Orders → Create (or Orders → Drafts → New for a draft you finish later).
Building the order
Search or browse to add products, and set quantities.
Attach the customer — pick an existing record or create one on the spot so addresses and history follow.
Adjust the money: Add discount and Add shipping or delivery as agreed. The totals panel recalculates live, including estimated tax.
Getting paid
Manual orders do not charge anyone by themselves. Depending on how you settle up:
Send the customer the invoice by email from the order — they pay through the link.
Take a bank transfer and mark the order paid when funds land (see Payments & Payouts | Setting Up Orbit Payments for manual methods).
Quote-first buyers: a quote request converts to a draft order with items pre-filled — see Orders | Quote Requests.
Tips
Always attach the customer record rather than typing a bare email — the order then counts toward their history and lifetime value.
Use Notes to record the phone-call context (“wants delivery after the 20th”) for whoever fulfils it.
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