Creating Orders Manually

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

1. Click the New Order button in the top navigation
2. Fill in the customer information (name, email)
3. Add line items with name, quantity, price, and optional SKU
4. Select the flow (order type) for this order
5. Add any notes
6. 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:

1. Go to New Order → CSV Upload
2. Download the template CSV file
3. Fill in your orders following the format below
4. Upload the completed CSV
5. Select the flow for imported orders
6. 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.