How to create a new order #
Creating a new order in WooCommerce typically occurs when a customer places an order on your online store. However, if you need to create a new order manually on behalf of a customer, you can follow these steps:
Log in to your WordPress dashboard.
Navigate to ‘WooCommerce’ in the left-hand side menu and click on ‘Orders’.
In the Orders section, click on the ‘Add Order’ button located at the top of the screen.
4. You’ll be directed to the “Add New Order” page. Here, you can enter the order details:
- On the left side of the Add New Order screen, click the drop-down Customer and enter the customer’s name.
- If the customer already exists, simply choose them from the list of options. If no results are returned for the search, you must create a new customer by clicking the little pencil icon next to Billing Details. Then simply fill out all of the required information.
- Remember to choose the the order status.
- Next, in the billing section, under Payment method, select your customer’s preferred method. If they are paying in cash or this is a complimentary order, select Other and add notes later.
- The shipping information section would be completed in the same manner as the payment method section. However, if your customer purchases a virtual product, this is not required.
- Add products to the order.
- Click on the ‘Add Item(s)’ button to add products to the order. You can search for products by name or SKU and specify the quantity.
- Then click the ‘Add’ and ‘Save’ button.
- Order action: Choose the order action and click the ‘Create’ button to save your new order.
The order will now be visible in the Orders section, and you can view and manage it from there.
Creating a new order manually can be useful in cases such as taking orders over the phone or creating test orders for troubleshooting or demonstration purposes. However, keep in mind that the typical workflow in WooCommerce involves customers placing orders on your website automatically through the checkout process.
How to set shipping options #
- Go to: WooCommerce > Settings > Shipping > Shipping Zones.
- Select Add shipping zone at the top.
- Enter a descriptive Zone Name, and select Zone Regions that apply. Regions can consist of: a) Countries, b) States, c) Continents.
- Select which Shipping Methods are available to this zone.
- Save changes.
Example shipping zones has been set up:
Adding shipping methods to zones #
- Go to: WooCommerce > Settings > Shipping > Shipping Zones.
- Hover over the Shipping Zone you wish to change, and select Edit.
- Scroll down to Shipping Methods on the screen that appears.
- Disable an existing Shipping Method by using the button. Or select Add Shipping method to use a different one.
- Save changes.
