Creating Orders Manually
How to create orders manually for phone orders, custom requests, or offline sales.
While most orders come from connected integrations, you can also create orders manually for phone orders, custom requests, or any orders not captured by your e-commerce platforms.
Creating a New Order
- Click the New Order button in the top navigation
- Fill in the customer information (name, email)
- Add line items with name, quantity, price, and optional SKU
- Select the flow (order type) for this order
- Add any notes
- Click Create Order
Order Fields
- Order Number - Auto-generated or enter custom number
- Customer Name - Required for tracking page
- Customer Email - Required for email notifications
- Items - At least one item required
- Notes - Internal notes visible only to your team
Bulk Import via CSV
For importing many orders at once, use the CSV import feature:
- Go to New Order → CSV Upload
- Download the template CSV file
- Fill in your orders following the format below
- Upload the completed CSV
- Select the flow for imported orders
- Review the preview and confirm import
CSV Format
| Column | Required | Description |
|---|---|---|
| customer_name | Yes | Customer's full name |
| item_name | Yes | Name of the product/item |
| customer_email | Recommended | Email for notifications |
| quantity | Recommended | Item quantity (defaults to 1) |
| price | Recommended | Item price |
| sku | Optional | Product SKU |
| order_number | Optional | Custom order number (auto-generated if blank) |
| shipping_address | Optional | Street address |
| city | Optional | City |
| state | Optional | State/province |
| postal_code | Optional | ZIP/postal code |
| country | Optional | Country |
| shipping_cost | Optional | Shipping amount |
| tax | Optional | Tax amount |
| notes | Optional | Internal notes |
Example CSV
customer_name,customer_email,item_name,sku,quantity,price,notes
John Doe,john@example.com,T-Shirt,TS-001,1,20.00,Urgent delivery
Jane Smith,jane@example.com,Mug,MUG-002,2,15.00,Gift wrap requested
AI Order Form Parsing
On Team and Enterprise plans, you can use AI to extract order data from photos or scans of paper order forms. Go to New Order > AI Form to get started, or see the AI Order Form Parsing article for details.