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customer-account-create-order.md

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Creating an Order
sales

For registered customers who need assistance, you can create an entire order directly from the Admin. The Create New Order form includes all the information that is needed to complete the normal checkout process, with activity summaries from the customer's account dashboard.

![]({% link customers/assets/create-new-order.png %}){: .zoom} Create New Order

Step 1: Create a new order

  1. On the Admin sidebar, click Customers.

  2. Find the customer in the grid.

  3. In the Action column, click Edit.

  4. In the workspace header, click Create Order.

    ![]({% link customers/assets/order-create-buttons.png %}){: .zoom} Workspace header

    You can also create a new order in the [Order workspace]({% link sales/orders-workspace.md %}) by clicking Create New Order.

Step 2: Add products

If your store has multiple views, choose the store view where the order is to be placed.

Add products from the Customer’s Activities sidebar

You can transfer items to the cart from a customer's wish list, as well as recently viewed, compared, or ordered items.

  1. Expand ![]({% link assets/icon-display-expand.png %}) one of the following sections:

    • Wish List
    • Last Ordered Items
    • Products in Comparison List
    • Recently Compared Products
    • Recently Viewed Products

  2. Select the checkbox of each product in the left panel.

  3. Scroll down and click Update Changes.

    The item appears in the order form.

    ![]({% link customers/assets/create-order-add-wishlist.png %}){: .zoom} Add to Cart

Add products from the catalog

  1. Click Add Products.

    ![]({% link customers/assets/account-add-wishlist-product.png %}){: .zoom} Add Products

  2. In the grid, select the checkbox of each product to be added to the cart and enter the Qty to be purchased.

    ![]({% link customers/assets/create-order-from-catalog.png %}){: .zoom} Select Products

  3. Configure available product options:

    • Click Configure.

    • Complete the options as needed.

    • Click OK.

    • Click Add Selected Product(s) to Order to update the cart.

  4. If a product is configured for [gift options]({% link sales/gift-options.md %}), set the options as needed.

  5. Override the price of an item if necessary:

    • Select the Custom Price checkbox and enter the new price in the box below.

    • To update the cart totals, click Update Items and Quantities.

    ![]({% link customers/assets/create-order-custom-price.png %}){: .zoom} Custom Price

  6. Complete the following sections as needed for the order:

    • Order Currency
    • Apply Coupon Codes / Gift Card Code
    • Payment Method
    • Shipping Method
    • Order Comments

{: .bs-callout-info} See the Payment Services Guide for more information about payment methods to support this functionality when the Payment Services extension is installed and configured.

Step 3: Submit the order

Click Submit Order.

A confirmation is sent to the customer and the customer can view the order details from their account.

![]({% link customers/assets/create-order-submitted.png %}){: .zoom} Order Created