Manual Order

Overview

The Manual Order feature allows merchants to create B2B orders directly from the Shopify admin on behalf of their wholesale customers.

This is especially useful when buyers prefer offline communication (email, phone, or sales representative) instead of placing orders themselves online.

Why B2B Stores Need Manual Order

Unlike typical B2C customers, B2B buyers often work with sales reps, negotiate terms, or send purchase requests via email or phone calls.

In these cases, merchants need the flexibility to manually generate orders in the system while still applying the buyer’s assigned price list, net payment terms, and tax rules.

This ensures a smooth buying experience for wholesale customers and keeps all transactions centralized in Shopify.

Use Cases

• Phone or Email Orders: A buyer calls or emails a sales rep with a product list. The merchant can quickly create the order manually.

• Trade Shows & Events: Orders collected during offline events can be entered directly into Shopify with correct B2B pricing.

• Special Agreements: For buyers with custom terms or negotiated deals, merchants can manually apply discounts and payment conditions.

• Support Situations: If a buyer has trouble checking out online, the merchant can step in and place the order for them.

Setup Guide

Navigate to Shopify Admin > B2Bridge > Manual Orders.

1

In Manual Order, click Create Order.

2

Select the wholesale customer you are placing the order for. This should be a customer account with wholesale pricing or a customer group assigned in B2Bridge.

3

Add products to the order. You can search or select the items your customer wants to buy. B2Bridge will automatically apply the correct wholesale pricing and discount rules for that customer.

4

Include any additional costs such as shipping fees and applicable taxes to ensure the order is accurate.

5

Set the payment terms if needed (e.g., Net 30, Net 60). This allows you to establish when the customer is expected to pay under your B2B agreement.

6

Assign tags to the order for easier management and tracking. For example, you might use tags like offline order, phone order, or trade show.

7

Create order. The order will be draft order.