Not every order comes through the website this is how you enter an order yourself when a customer calls, emails, or walks in.
What you can do here
- Create an order on behalf of a customer, for delivery or pickup
- Add an existing customer, or create a new one on the spot
- Take payment in person, over the phone, or bill it to an account
- Adjust the delivery cost if the standard rate does not apply
- Adjust the product pricing if needed
Step by step
- Go to Manual Order in your dashboard.
- Search for the customer, or add their details if they`re new to you.
- Add the products, delivery or pickup details, and any card message.
- Take payment or bill the order to their account.
- Save it drops into your normal order queue alongside website orders.
Tips
- A manual order behaves exactly like a website order once it`s saved same workflow, same run sheets.
- For regular phone customers, save their details as a customer record so their next order takes seconds.
Ask the assistant
The AI assistant can help you manage this directly. Try:
- "Take a manual order for ..."
- "Add a new customer called ..."