Manual Order with Existing Customer
When a customer phones or comes into the shop to place an order, you don`t need to send them to your website to check out. You can create the order manually and attach it straight to their existing customer record, keeping their order history and details all in one place.
What you can do here
- Search for and select an existing customer while creating a manual order.
- Automatically pull through their saved address and contact details.
- Keep the order linked to their account for future reference and reporting.
Step by step
- Go to Manual Orders in the left hand side of the dashboard and start a new manual order.
- Search for the customer by name, email or phone.
- Select them from the results their saved details will pull through automatically.
- Add the products, delivery details and payment as normal.
- Complete the order.
Tips
- If the customer can`t be found, check Search Customers first they may already exist under a different email or name spelling.
- If they`re genuinely new, add them as a customer first, then start the manual order.
Ask the assistant
The AI assistant can help you manage this directly. Try:
- "Start a manual order for existing customer jane@example.com"
- "Find customer John Smith so I can place an order for him"