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How do I manually add an order from my dashboard?
How do I manually add an order from my dashboard?

By allowing customers to place orders offline or through direct contact, you provide a flexible and personalized shopping experience.

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Written by Cococart Support Team
Updated today

Admin-added orders allow your team to manually create orders directly on the Orders page. This feature is ideal for handling orders placed outside the standard online checkout process, such as phone or in-person orders, ensuring all purchases are seamlessly recorded in your system.

Here's a step-by-step guide on how to take them:

  1. Go to the Orders Page on your dashboard.

  2. Click on the "Add Order" button on the right side of the screen.


  3. Enter Customer Information.


    The phone and email are optional, but we recommend you supply the email to be able to send them the receipt.


  4. Select the order status. The payments for Admin-added orders are collected outside of the platform. You can mark it as approved if the payment is made.
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  5. Fill out the fulfillment fields.


  6. Add values to customizations. You can add discounts, and tips or mark the order as a gift.


  7. Add Products.

    Select the products the customer purchased and apply discounts if needed.
    You can select the products from your catalog on the drop-down.


  8. Review Order Summary

    Check for accuracy in product selection, pricing, and shipping details.

  9. Finalize and Save

    Click Save to finalize the process.

  10. Order Confirmation

    The order will now appear in your orders list. There will be a pointer icon next to it.

📝 Important Notes:

  • The confirmation email may be sent to the customer if you have added their email address. Only approved payments will receive the confirmation.

  • Since the payments are collected manually, payments for these orders will not appear in your Earnings tab.

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