Create an order

Choose Create order on the Orders page.

1. Products: search your products and add them with their quantities. Prices come from your catalogue. Custom item adds anything that is not a product, with a name, a price, a quantity and, for something you ship, a weight in your store’s weight unit (Settings › General).
2. Customer details: Find a customer searches your customers and fills in their email, name, phone and address (Not this customer undoes it); or type the customer’s Email, Name and Phone. When the email you type is one of your customers', the form says so, and Use their name and address fills them in. An email or a phone is enough, for a phone sale to someone with no email. If a customer with that email (or, with no email, that phone) exists, the order is linked to them; otherwise a new customer is made. Buys for a company makes it one of your companies' orders, with its payment terms.
3. Shipping address, with a Company and a State or province when the address has them, and a Shipping option from your shipping settings, or a custom shipping amount. Seven places are off unless you name them, as at checkout: Antarctica, Bouvet Island, South Georgia & South Sandwich Islands, Heard & McDonald Islands, the French Southern Territories, the U.S. Outlying Islands and North Korea. An order goes to one only when one of your shipping options or your checkout’s countries (Settings › Checkout) names it; a shipping option for every country reaches one only when your checkout’s countries name it.
4. Discount codes (optional): up to 5 codes, checked with the same rules as checkout. You can also apply your automatic discounts.
5. How the customer pays, which starts at Pay later, so no money is recorded until you say it came:
   • Already paid (card, cash in person or another way): the order is paid at once.
   • Pay later: mark it paid when the money arrives.
   • Cash on delivery: ships now, paid to the courier; the cash on delivery fee is added.
   • Bank transfer: ships once the transfer arrives. Mark it paid when the money arrives. When you cancel unpaid bank transfer orders, it gets a last day to pay if its confirmation email or payment reminders tell the customer.
6. A Note for your team, if you like.
7. Test order, to try your store out: the order is left out of reports and exports and never sent to a fulfillment service, an app or a courier. See *Test orders*.

Once there are products, the Payment card shows the totals as Storeloom will charge them: the subtotal, each discount with its amount, shipping, tax and the total. A code that gives nothing says why.

Leaving the page with something typed asks first, so the form is not lost; Apply in the bar creates the order, or says what is still missing. Stock is taken when the order is created. If there is not enough of a product, Storeloom says which one and creates nothing.

To keep an order for later, for a customer who is not ready yet, use Orders › Drafts instead.