Create an order manually

Use the order form to record an order when a customer calls, messages, or visits — enter their phone and address, pick the items, set shipping and payment, and save.

বাংলায়: কাস্টমারের ফোন নম্বর দিয়ে শুরু করো, তারপর নাম, ঠিকানা, শহর যোগ করো। প্রোডাক্ট বাছাই করো, ডেলিভারি চার্জ এবং ডিসকাউন্ট সেট করো, শেষে প্রোডাক্ট বাছাই করো। তারপর অর্ডার সেভ হবে Confirmed স্ট্যাটাসে।

Where to find it: Header › New Order button; or Sidebar › Orders › New Order

Who can do it: Anyone with the orders.create permission. Subscription write-blocked accounts cannot create orders.

Before you start

You need at least one product. Your store must not be read-only (subscription past due or suspended). If you see "Read-only account" when you click New Order, you need to pay your invoice or contact support.

Open the order form

Click the New Order button in the header or on the Orders page. A modal (or full-screen form on a phone) opens showing three sections: Customer, Products, and Cart.

Add customer details

Start with Phone. Type the customer's number in the format 01712345678 (with or without the leading 0). As you type, the app looks up the phone:

• If the phone matches a saved customer, a Returning chip appears below the phone field, and their saved address and name auto-fill.
• If it is a new number, a New customer chip appears.

If a saved address differs from what you want, a panel shows "Saved address is different" with the saved address and an Use this button — click it to swap, or leave the field as it is.

Add Full name (required). On a phone, the customer section shows "· optional" — you can skip it for a walk-in sale.

For regular orders, add:

• Address — "House, road, area". At least 10 characters. As you type, the app may guess the city from the address using Pathao lookup.
• City — auto-filled from the address lookup, but you can change it.
• Email (optional).

Below the address is a Delivery Line showing the customer's courier success rate — how often parcels to their phone number get delivered. This updates automatically (or tap the refresh icon).

Pick products and quantities

Click the Products section (or tab on a phone). Type to search for products by name, SKU, or variant. Tap a product to add it to the cart. Use the quantity stepper to set how many. The cart updates instantly.

For each product, you see:

• The price per unit.
• An Out of stock or {N} in stock message if the quantity you pick exceeds what is available.
• A price field: tap it to override the unit price for this order (e.g. to charge a bulk discount).

Use Clear to empty the entire cart.

Set shipping and payment

On desktop, look at the Cart section (on a phone, tap the Order details tab). You will see:

Fulfil from (only if you have 2+ locations) — pick which location this order ships from. Defaults to your default location.

Source — where the order came from. Pick Messenger (Facebook), Instagram, Whatsapp, Call, or Offline (in-person). Defaults to Messenger.

Payment — Cash on delivery (COD, the customer pays on delivery), Bkash (payment link), Bank (manual bank transfer), or Online (other online method). Defaults to COD.

In the Cart summary at the bottom:

• Subtotal — sum of line totals.
• Discount — click "+ Discount" to add a fixed (৳) or percentage (%) discount.
• Shipping — enter the delivery fee. Required. Left blank it shows a Required chip.
• Paid in advance — click "+ Advance payment" if the customer already paid some or all of the total. Pick the amount and method (Cash, Bkash, Nagad, Bank, Card).
• Total — the order's grand total.
• Due (COD Collect) — how much is left to collect on delivery (only for COD orders).

Check for missing information

At the bottom of the form, if you are missing anything, it shows "Still needed: a phone, address, shipping fee" (or whatever is missing). The Create Order button is disabled until the cart has at least one product and all customer fields are filled.

Add notes to the order

Optionally, add notes. Click the Internal note tab to add a note only your team sees. On regular orders, click Courier note to add a note that goes to the rider (e.g. "Call before coming"). On a phone, the courier note tab is hidden until you switch to desktop mode.

Submit

Once everything is filled, click Create Order (or Save Changes if editing). The order is saved as Confirmed and appears in the Orders list with status Confirmed. You can now send it to a courier, print an invoice, or collect payment.

If the order is not created, the app shows an error:

• Cart is Empty — add at least one product.
• Missing Information — fill all customer fields (phone, name, address, city, and shipping fee).
• Shipping Fee Required — enter a delivery fee.
• Read-only account — your subscription is suspended; contact support.

A successful order toast says "Order Created!" and returns you to the Orders list.

Questions people ask

Can I create an order with no shipping fee?

No, shipping is required. If the customer is local or you use your own delivery, enter a delivery fee of 0 (zero) or a nominal amount.

What if the customer is not in my saved list?

No problem — type their phone. The system creates a new customer record and links the order to them. Future orders from the same phone will find them automatically.

Can I change the price of a product for this order?

Yes. In the cart, tap the unit price to edit it. You can charge a discount, a bulk rate, or a different amount for that customer. The edited price shows with a strikethrough of the original.

What does "Paid in advance" do?

If the customer paid you (via bKash, bank transfer, or cash) before placing the order, click "+ Advance payment", enter the amount and method, and the payment is recorded on the order. The Due (COD Collect) is reduced by that amount.

Can I edit or delete an order after I create it?

Yes. Open the order and click Edit order in the details footer, or use the three-dot menu. You can change customer details, items, and payment — but not the fulfilment location (the items are already reserved). To delete, use the Delete action in the footer or menu.

Other ways people ask this

• নতুন অর্ডার কীভাবে তৈরি করব
• customer phone add korbo
• product select orbo
• order confirm korbo
• shipping fee set
• advance payment add
• order edit korbe kivabe
• manual order creation
• order create nehi hoyce
• delivery charge add korbo
• discount add korte pari
• order e note add

Related pages

• Take an in-person (POS) sale — for quick cash checkout
• Order statuses and the lifecycle — what Confirmed means
• Inside an order — how to manage an order after creation

Checked against the product on 2026-10-02.