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Manual orders allow you to create orders directly in Marzipan without requiring customers to go through the standard checkout process. Manual orders are ideal for:
  • Taking orders over the phone
  • Processing in-person sales at events
  • Creating orders for customers with special requirements
  • Testing your order processing workflow
  • Creating orders with custom pricing or discounts

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Creating a manual order

To access the manual order form, follow these steps:
  1. Log in to your Marzipan account
  2. Navigate to Orders in the main menu
  3. Click the + Create order button in the top-right corner
POS (till) orders are created in the Marzipan mobile app, not this form. See Point of Sale for in-person selling.
1

Select customer

You can either select an existing customer by typing their name or email address in the lookup box, or create a new customer by clicking the create a customer button.The create a customer button will open a panel to the right of the screen where you can create a new customer.
2

Pick a channel

Select the appropriate channel for the order from the dropdown menu.
  • Cellar Door - The order was placed at your cellar door
  • Event - The order was placed at an event
  • Email - The order was placed via email
  • Manual - The order was created manually by you or a member of your team
  • Website - The order should have been placed through your website
  • Phone - The order was placed over the phone
  • Tasting - The order was placed at a tasting
3

Select a billing address for the customer

Select the appropriate billing address for the customer from the dropdown menu.For multi-market stores, a Market is auto-detected from the billing address country and a note is shown to confirm which market applies. The market determines the pricing currency for the order.
4

Select a shipping option

Select either Delivery or Collection.
5

Select a shipping method

Select the appropriate shipping method for the order from the dropdown menu.If a delivery address has no phone number and the shipping method requires one, you’ll see a warning prompting you to add a phone number.
6

Gift options

If the order is a gift, click the down arrow and complete the relevant fields.
7

Add items

Use the product selector to add products to the order. You can enter the product name or SKU.Once you have selected a product, update the quantity. Some products have options (for example size) that you can choose per line. Product lines also show sale and subscriber price badges where they apply.
8

Add discounts

Any relevant automatic discounts are applied live as you add items. If you need to add a manual discount to the order you can do this by clicking the add discount button.
9

Save the order

Review the order details and click the Save button at the bottom of the screen to save the order.
After creating an order you will be taken to the order details page where the order will have a processing status and a pending payment status.