Create and follow up a manual order
Save customer orders as drafts or completed orders and track fulfillment separately.
Before you start
Sign in with access to Customers and Orders. Select the correct customer and check stock, pricing, and destination before promising fulfillment. Manual orders and channel orders can use different payment and shipping workflows.
Create and track
Open the customer's profile and choose Create Order. Add the intended products, quantities, and prices; verify the customer and total.
Choose Save Draft if the order is not ready, or use the available completion option only when its payment requirements are met. A draft or pending order is not a paid shipment.
Open Orders, locate the manual source order, and review financial and fulfillment statuses. Use Pick Pack to plan collection where applicable.
Complete any channel- or order-specific fulfillment actions shown for that order and confirm the resulting status. Record tracking only through an available supported workflow.
Troubleshooting
If a draft is not in the expected list, revisit the customer profile and check drafts and related orders. A pending status does not imply payment or shipment; check both financial and fulfillment states. If no shipping or fulfillment control is available for this order, do not mark it complete by assumption; ask the responsible manager for the appropriate process.