Instructions for creating and managing orders related to a customer account.

Placing orders on behalf of customers

Sometimes you may want to create an entirely new order for a customer. The customer may be unable to place the order because of an error, or you may receive an order which originates from outside your online store.

A new order can be created for the customer in the customer information:

  1. Find and open the customer account information from the list on the admin panel's Customers page.

    Optionally, if the customer hasn't registered in your online store yet, create a customer account for the customer.

  2. In the customer information, press New order for customer.

    A new order is created for the customer, which directs you to the order page, where you can add products, a shipping method and payments to the order.

  3. Add the desired products to the order.

    Currently, the following product types cannot be added to orders created via the admin panel:

    Once you have added products to the order, you'll see a notification at the top that the customer has been undercharged.

  4. Define a shipping method for all shipments.

    Optionally, see how to edit shipment details.

  5. Add payments to the order.

    Optionally, see how to create payment transactions.

Once the order details and customer information have been defined, the order is ready.

For manually created orders, no automatic order confirmation is sent. However, you can send the order confirmation from the order view's Email notifications pane.

After receiving the payment from the customer, process the order.

Attaching an order to a customer account

If a customer placed an order without logging in, you can attach the order to their customer account afterward.

Attaching an order to a customer account is useful when a customer has ordered from the online store without logging in, but the order has the same email address as their customer account. This makes the order appear in the customer's order history.

You can attach an order to a customer account at any time – even after the order has been processed.

  1. Open the order from the admin panel's Orders page.
  2. Click the Connect to customer button and search for the customer using the search field that opens.

    Attaching the order to the customer account does not replace the customer information entered for the order, so change it separately if needed.

Once the order has been attached to the customer account, it appears in the customer's order history. The customer does not receive a notification about the attachment.

You can cancel the attachment by clicking the Connect to customer button and then the Remove customer account link.