This guide belongs to the Shop & sales funnels module. It is part of Email + Shop and Everything, and you can also add it to your plan on its own. See what the module does
Do you want to create an order manually in WooCommerce? Go to the menu Shop > Orders and click ‘Add order’:
Now create your order:
Important: After adding all products and any discounts, always click the ‘Recalculate’ button to calculate the correct VAT.
Once you have set everything up as you want it, you can create the order at the top right. If you want to send the order details, the invoice and the payment link to the customer, choose ‘Email invoice / order details to customer’.
Choosing an existing customer or a CRM contact #
At the top of the order screen, under Customer, you choose whose details are loaded. This list only contains user accounts. Don’t see someone there even though they are a contact in the CRM? That is correct: a CRM contact is not yet a user account. In that case use the CRM contact field, directly below Customer: type a few letters of the name or email address, click the contact and the name, address, email address and phone number are filled in. No account is needed for this. You can read all the steps in creating an order for a contact from your CRM.
If the person is not in your system at all yet, you have two options:
- For a one-off order, leave the customer set to Guest and use the pencil icon next to Billing to enter the name, the address and the email address. An account is not needed in that case.
- Does the customer need to be able to log in to view their orders and invoices? Then create a user account first, if you like directly from the CRM contact. You can read how to do that in creating a new customer manually.
Other settings in the order overview
