How do I create an order manually in Magento?

Creating an order manually in Magento can be useful for processing phone orders, email orders, or orders received through other offline channels. Here’s how to create an order manually in Magento:

Steps to Create an Order Manually in Magento

  1. Log in to the Magento Admin Panel:

    • Open your web browser and navigate to the URL of your Magento admin panel.
    • Enter your admin username and password, then click on "Sign in."
  2. Navigate to the Orders Section:

    • In the left sidebar, go to Sales > Orders.
  3. Create a New Order:

    • Click on the Create New Order button at the top right corner.
  4. Select a Customer:

    • You can either select an existing customer or create a new customer.
      • To select an existing customer, use the search box to find the customer and click Create Order next to their name.
      • To create a new customer, click on the Create New Customer button and fill in the required details.
  5. Choose a Store View:

    • Select the store view from which the order will be created. This is typically necessary if you have multiple store views.
  6. Add Products to the Order:

    • In the Items Ordered section, click on the Add Products button.
    • A popup window will appear, displaying a list of products. Use the search and filter options to find the products you want to add.
    • Check the boxes next to the products you want to add, enter the quantity for each product, and click Add Selected Product(s) to Order.
  7. Configure Order Details:

    • Billing Information: Enter or select the billing address for the customer.
    • Shipping Information: Enter or select the shipping address for the customer.
    • Shipping Method: Choose a shipping method for the order.
    • Payment Method: Select a payment method for the order.
  8. Apply Discounts and Coupons (Optional):

    • If the customer has a coupon code, you can enter it in the Discount Codes section to apply the discount.
  9. Review and Submit the Order:

    • Review all the order details, including the items, prices, billing and shipping information, shipping method, and payment method.
    • Click the Submit Order button to create the order.
  10. Order Confirmation:

    • Once the order is submitted, you will see a confirmation page with the order details. The order will also appear in the Sales > Orders grid.

Example Workflow for Creating a Manual Order

  1. Select Customer:

    • Choose an existing customer named "John Doe."
  2. Add Products:

    • Add two products: "Product A" with a quantity of 1 and "Product B" with a quantity of 2.
  3. Enter Billing and Shipping Information:

    • Billing Address: 123 Main Street, Springfield.
    • Shipping Address: 456 Elm Street, Springfield.
  4. Select Shipping and Payment Method:

    • Shipping Method: Standard Shipping.
    • Payment Method: Cash on Delivery.
  5. Apply Discount:

    • Enter a coupon code "DISCOUNT10" for a 10% discount.
  6. Review and Submit:

    • Review the order details and click Submit Order.

Tips for Manually Creating Orders

  • Customer Accounts: Ensure customer accounts are updated with accurate information to streamline the order creation process.
  • Product Availability: Check product stock levels to ensure availability before adding them to the order.
  • Order Comments: Add comments to the order for internal reference or customer communication.
  • Order Status Updates: Manually update the order status as you process and fulfill the order.

By following these steps, you can efficiently create and manage manual orders in Magento, providing flexibility in handling orders received through various channels.