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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, one-off items, 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

Order details

Select an existing customer by typing their name or email address in the lookup box, or click create a customer to add a new one in a panel to the right.Then set:
  • Channel - where the order came from: Cellar Door, Event, Email, Manual, Website, Phone or Tasting
  • Billing address - chosen from the customer’s addresses
For multi-market stores, a Market is auto-detected from the billing address country and a note confirms which one applies. The market sets the currency the order is priced in.
2

Add items

Use the product selector to add products, by name or SKU. Once a product is on the order, set its quantity. Some products have options (for example size) you can choose per line, and lines show sale and subscriber price badges where they apply.To sell something your catalogue has never held, such as corkage, a delivery surcharge or a bottle from the back room, type its name and add it as a one-off item. Set the item’s name and price directly on the line. A one-off item doesn’t touch your stock.
3

Choose how it gets to the customer

Pick one of:
  • Delivery - take a delivery address and a shipping method
  • Collection - the customer collects, so no delivery address
  • No shipping needed - for an order that’s digital, comped, or handed over across the counter. No address, no method, no delivery phone.
For a delivery, choose the shipping method. If the address has no phone number and the method requires one, a warning prompts you to add it. You can also add delivery instructions.
4

Apply a discount

Automatic discounts apply on their own as you add items. To add one yourself, open the discount section and pick from the discounts the order already qualifies for, listed best first, each showing what it’s actually worth against this basket.Picking one fills in the discount fields rather than bypassing them, so you can see exactly what’s being applied and adjust it before saving. You can still enter a discount by hand instead.
5

Gift options

If the order is a gift, open the gift options and complete the relevant fields.
6

Review the summary and save

The summary shows the order’s totals, including shipping, in the market’s currency. Click Save to create 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.
An order containing something you don’t have the stock for is saved on hold instead. It stays held until you release it, even once it’s been paid.
Rather than taking the customer’s card over the phone, you can send them a payment link to settle the order themselves.