> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marzipan.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Manual Orders

> Learn how to create and process orders manually in Marzipan

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

## 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

<Frame>
  <img src="https://marzipan-cloud.b-cdn.net/0/docs/orders/create-order.png" />
</Frame>

<Note>
  POS (till) orders are created in the Marzipan mobile app, not this form. See [Point of Sale](/orders/pos) for in-person selling.
</Note>

<Steps titleSize="p">
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Gift options">
    If the order is a gift, open the gift options and complete the relevant fields.
  </Step>

  <Step title="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.
  </Step>
</Steps>

After creating an order you will be taken to the [order details](/orders/details) page where the order will have a **processing** status and a **pending** payment status.

<Note>
  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.
</Note>

<Tip>
  Rather than taking the customer's card over the phone, you can send them a [payment link](/orders/payment-links) to settle the order themselves.
</Tip>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.