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How to Create Manual Orders

In addition to orders placed through your website, you can also create manual orders in ikas. Just follow these steps:

  1. Log In to the ikas Dashboard:

    Sign in to your ikas dashboard.

  2. Open the Orders Section:

    In the left-hand menu, click on Orders > Orders.

  3. Create a New Order:

    Click the Create Order button in the top-right corner.

  4. Enter the Order Details:

    A new window will open where you can enter all the required information:

    • Add Products:
      • In the Order Details section, you can add products to the order. Click the Search Product field and enter the product name.
      • A new window will appear where you can select all desired products. Then click Save.
      • The products will be listed, and you can adjust the quantity as needed. The total price will update automatically.
      • If a specific price lists should be applied to this order, it must be selected before adding products.
    • Add a Customer:
      • In the Customer section, you can enter the customer’s name if they already exist. Alternatively, you can click + Add New Customer to add a new one. You’ll find more information about this here.
      • After adding the customer, you can adjust their addresses. Select a shipping address and decide whether the billing address should match the shipping address.
    • Adjust Prices and Shipping Costs:
      • In the Order Summary on the right side, you can apply a price adjustment. Use the Increase/Decrease Price option to modify the total amount either as a fixed value or percentage, and assign a label for this adjustment.
      • While shipping costs for website orders are calculated automatically, you’ll need to enter them manually for manual orders.
      • Click Add Shipping, then enter the shipping company, shipping cost, and any tax information if applicable. Click Save when done.
    • Customer Note:
      • In the Customer Note section, you can add a comment or note regarding the order.
    • Add Tags:
      • In the Tag section, you can add a tag to help you manage and identify the order later. You’ll find more about order tags here.
  5. Save the Order:

    Once all information has been entered, you can either save the order as a draft by clicking the Save as Draft button in the top-right corner, or finalize it by clicking the three-dot button “…” and selecting Save and Order.

    If you wish to delete the draft, you can do so via the three-dot button “…” as well.

 

 

 

💡 Check out the following article to learn more about managing orders in ikas: