Ecommerce Pro / Orders

Create manual order in Ecommerce Pro

Whether you receive orders via WhatsApp, phone, social media, or in person, you can record them directly in Envia.com. You don't need to have a connected store. With a manual order, you can track what was sold, to whom, and whether it has been paid for—all from the same dashboard.

What is a manual order?

A manual order is a sales record that you create directly in Envia.com, rather than one that comes from an online store such as Shopify or WooCommerce. It allows you to document the entire sale: products, customer, amount, and payment status.

Steps to create a manual order

1. Open the new order form

  • Go to Ecommerce Pro > View orders and click the button + New order.
  • The screen for creating a new order will be displayed.

2. Add the products

  • In the field Product Directory, type the name of the product you want to add and select it from the menu. You'll see its thumbnail, name, SKU, and price.

Inside the table you can:

  • Edit the price directly in the field.
  • Adjust the quantity with the + and - buttons.
  • Delete a product with the red button.
  • Click on the product name to edit its details from the side panel.

ℹ️ Is the product not available yet? Click on Add (upper-right corner of the search field) to create it on the spot. Once saved, it automatically appears in the results.

3. Add the shipping destination

In the right-hand panel, you have two ways to add the customer's address:

  • Saved Address. Search among the addresses you already have saved in your account. Enter a name, street, or ZIP code to find it.
  • Customer. Search for the customer by name, email, or phone number. When you select them, their name, email, phone number, and address are automatically filled in.

Within the tab Saved Address, you can also choose how to enter a new address:

  • Address. Enter the recipient's information manually, field by field.
  • Smart Navigation AI. Type the address in free text, and the AI automatically identifies the street, number, neighborhood, city, and ZIP code. This is useful when a customer shares their address with you via text message or in an unstructured format.

💡 Smart Address is especially useful when a customer sends you their address via WhatsApp or text message and it doesn't follow a standard format. The AI parses the text and fills in the fields for you.

4. Add tags

In the field Tags, type the tag you want to use and press Enter to add it. You can use tags such as VIP, Urgent, or Influencer_A. To delete a label, click on it.

5. Add the shipping method

In the field Method of shipment in the right pane, type the appropriate method in free text: ExpressFree shippingFedEx Priority, etc.

6. Create the order

When you finish completing the order, the main button gives you three options depending on the status of the payment. Choose the appropriate one:

  • Mark as paid

Use it when the customer has already paid. When clicked, a summary appears with the number of products and the total. Confirm with Create order to save it as paid.

  • Create with cash on delivery

Use it when the customer will pay upon receiving his order. Access this option from the three-dot menu next to the main button. The order will appear in your list with the label Cash on Delivery.

  • Create order

Use it when the customer has not yet paid. The order is saved with the status Pending payment and you can mark it as paid later from the order list.

7. Mark a pending order as paid

If you created the order with pending payment and the customer pays later, you can update it from the order table:

  1. In Ecommerce Pro > View Orders, locate the pending order.
  2. Click on the action Mark as paid.
  3. The order becomes paid and the stock disappears.

ℹ️ This action is only available for manual orders with pending payment. It does not apply to Shopify, WooCommerce or other connected integrations.

Shares Available on an Order

Once created, you can manage each order from the actions menu (three dots) in the View Orders table:

ActionWhat does it do?
See orderView the full order details
Link Order to ShipmentLink the order to an existing shipment
Split OrderDivide the products into multiple packages
Mark as paidChange the payment status to "Paid" (for pending orders only)
Cancel OrderCancel the order and mark it as "Canceled"

ℹ️ The "Mark as Paid" and "Cancel Order" actions are only available for orders created manually on Envia.com. They do not apply to orders from Shopify, WooCommerce, or other integrations.

💡 Once canceled, the "Cancel Order" option disappears from the menu. If you need to re-enter the sale, you'll need to create a new manual order.

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