Creating an Order Manually and Draft Orders

Add an order for a customer manually from the dashboard, and understand the drafts flow.

Last updated: 2026-09-27

🔧 Steps to create an order manually

1
From the sidebar, go to Orders, then click Create order at the top right of the page.
The create new order form — products and payment processing on the right, notes, customer, and tags on the left

📍 The create new order form — products and payment processing on the right, notes, customer, and tags on the left

2
Add a product by searching or by clicking Browse, or use Add custom item to add an item that isn't actually in your inventory.
3
As soon as you add any product, the order is automatically saved as a draft — it appears under Orders → Draft, the page title changes to "Edit draft," and the Complete order button stays disabled (grey) until you select a customer.
The edit draft page — Complete order button disabled, and the customer field empty on the left

📍 The edit draft page — Complete order button disabled, and the customer field empty on the left

4
In the Customer section, search for an existing customer or create a new one with a name, email, and phone number.
5
After selecting the customer, the Complete order button becomes active (turns green) — click it to convert the draft into a real order ready to be processed.
💡 Any order you start creating and don't finish stays saved automatically as a draft under Orders → Draft, and you can go back to it and finish it at any later time without losing any data you entered.

❓ Frequently Asked Questions

Why does the order get saved as a draft before I finish it?

So you can build the order in stages — add products, review the price — without creating an actual empty order in your records, and the draft turns into a real order only when you click Complete order.

Can I complete an order without selecting a customer?

No, the Complete order button stays disabled until you select a customer (existing or new) from the Customer section.

Can I delete a draft order I don't need?

Yes, from Orders → Draft, open the draft and delete it from the actions menu, or leave it as is without affecting anything else in your store.

OrdersCreate OrderDraft Orders

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