Create manual order in Ecommerce Pro

If you receive sales via WhatsApp, phone, social media or in person, you can register them directly on Envia. You don't need to have a store connected. With a manual order you can save what was sold, to whom and if it was already paid, all from the same panel.

What is a manual order?

A manual order is a sales record that you create directly in Envia, without coming from an online store like 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 > See orders.

• Click the + New order.

2. Add the products

This is the only mandatory field to save the order.

1. In the field Product Directory, If you want to add a product, type the name of the product you want to add.
2. Select it from the menu that appears. You will see its thumbnail, name, SKU and price.
3. The product is added to the order table.

Inside the table you can:

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

3. Add the customer

1. In the right panel, search for the customer by name, email or phone number.
2. When you select it, name, e-mail, telephone and address are automatically filled in.

The address is a link that opens Google Maps in a new tab. To make changes, use the pencil icon to edit the data or access the three-dot menu and select Change customer.

4. Add labels (optional)

1. In the field Tags in the right pane, type the label you want to use.
2. Press Enter to add it.

You can use tags such as VIP, Urgent and Influencer_A. To delete a label, click on it.

5. Add the shipping method (optional)

In the field Method of shipment in the right pane, type the appropriate method in free text: Express, Free shipping, FedEx 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.