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Creating New Orders (Manually)
FluentCart allows you to manually create new orders directly from your WordPress admin dashboard. This feature is particularly useful for taking phone orders, creating custom invoices for clients, or managing specific sales scenarios outside of the standard checkout process.
Steps to Create a New Order
From your WordPress dashboard, navigate to FluentCart Pro > Orders in the left sidebar.
On the Orders screen, locate and click the "Create Order" button in the top right corner.
This will open a new order creation interface. You will need to:
- Customer Information: Choose an existing customer from your store or you may create new.
- Products: Search for and add the products the customer is purchasing.
- You can select product variants if applicable.
- Specify the quantity for each product.
- Have a Coupon: If a discount coupon applies to this manual order, you can enter and apply it here.
- Add Discount: If you want to add a discount for the order, click the Add Discount option.
- Add Shipping Cost: Manually you can add shipping charges for physical products.
- Review Totals: Ensure the order subtotal and total amount are correct after adding products and any discounts/shipping.
- Notes: Click the Notes icon to add any private notes or comments relevant to the order.
- Labels: A section for assigning custom labels.
Choose Payment Method: Select the payment method for this order. This might include:
- Marking the order as "Paid" if payment was received offline (e.g., cash, bank transfer).
- Generating a custom payment link to send to the customer for online payment.
- Processing payment directly if you have integrated payment gateways.
Finalize Order: Once all details are correct and the payment method is selected, click the Save button finalize the order.
Manual Order Use Cases
Manual order creation is great for:
- Phone sales or direct sales.
- Creating quotes or invoices for custom services.
- Handling special customer requests or specific payment arrangements.