How do I manually create an order for a customer?

When to Use Manual Order Creation

Not every customer places orders through your web storefront. Shoppers frequently message on WhatsApp, call your shop directly, or order via Instagram DM. StoreYug's Create Order feature allows you to record these sales quickly.

Step-by-Step Guide

1. Open Create Order: Go to Orders and click + Create Order.
2. Add products: Type in Search products to add… and click the product. Choose the variant (size, color, weight…) in Customize your selection and click Add to Cart. Repeat with Search & Add Another Item.
3. Quantities & discounts (optional): Use − / + or type the quantity. Click + Item Discount under an item, or Extra Discount in the Bill Summary for the whole order (Flat ₹ or Percentage, then Apply to Item / Apply Discount).
4. Click Proceed to Checkout. The Complete Order window opens.
5. Customer: Enter the Phone Number; an existing customer is filled in automatically. Otherwise enter the Customer Name and delivery Address and Pincode (typing the pincode fills in the city, state and country).
6. Payment Modes: Choose how the customer will pay:
   • Cash: the order becomes Postpaid (COD / Pay on Delivery) and follows Placed → Confirmed → Packed → Shipped → Delivered.
   • UPI, Bank Transfer or Card (POS): the order becomes Prepaid and follows Placed → Confirmed → Paid → Packed → Shipped → Delivered.
7. Click Submit Order. StoreYug creates the order with a receipt number in Placed status and reserves the stock.

Adding Shipping Charges After Creation

When an order is created manually, shipping charges are initialized at ₹0 and the order sits in the Placed stage. You configure courier shipping fees in the very next step:

1. Open the new order in Orders.
2. Click Update Status → Mark Confirmed (or click the Confirmed step on the timeline).
3. In Confirm Order & Add Shipping, enter the delivery charge in Shipping Charges (₹) (e.g. 80) or leave 0 for free delivery. The total updates automatically.
4. Click Save & Send Message. The order moves to Confirmed.