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If you are having a Magento 2 store, at times you may need to help your customers place orders — over the phone, through email, or even in your physical store. That is where placing orders directly from the Magento 2 Admin Panel comes in handy.
You can utilize the feature for:
- Placing orders for customers
- Processing phone or offline orders
- Easily managing stock and sales
Let’s go through the steps of how to create an order in Magento 2 admin backend manually.
Step 1: Go to Sales > Orders
First, go to your Magento 2 Admin Panel.
- Navigate to the left-hand menu and click on Sales > Orders.
- Here, you’ll have a list of all the orders that are present.
Step 2: Click “Create New Order”
- Click the “Create New Order” button at the top right of the page.
Step 3: Select a Customer or Create a New One
Select the customer you’re ordering for.
- You’ll have a list of registered customers.
- If the customer is already in your database, just click their name.
- If the customer is new, then click “Create New Customer” to add them
Step 4: Add Products to the Order
After choosing or adding the customer, it’s time to add products.
- Click the “Add Products” button on the top-right.
- A list of all available products will appear.
- You can search for products by name, SKU, or ID.
To add products:
- Check the box next to each product
- Enter the quantity
- Click “Add Selected Product(s) to Order”
If you’re adding configurable products (with different sizes or colors), you’ll be requested to choose the options.
It is also possible to add items from the customer’s cart, wishlist, or recently viewed products by selecting them in the left-hand panel and clicking “Update Changes.”
Step 5: Add Shipping & Billing Addresses
Scroll down to the Address Information section.
- Select the customer’s saved shipping and billing addresses.
- Alternatively, manually input the new address details.
Above, in the Account Information section, you can also:
- Change the customer group (e.g., Retail, Wholesale)
- Change their email address if needed
Step 6: Choose Shipping and Payment Methods
Next, select how the order should be paid for and shipped.
- Magento will display all the available shipping and payment methods.
- Choose the most suitable ones based on the customer’s needs.
Optional: Add gift wrapping or other extras if available.
Step 7: Review & Submit the Order
Double-check all before submitting the order.
In the Order Total section, check:
- Subtotal
- Shipping charges
- Taxes (if applicable)
- Discounts or coupon codes
- Grand Total
Once you’re sure all info is correct, click “Submit Order.”
That’s It!
You’ve now successfully placed an order from the Magento 2 admin panel. This is a handy feature for customer service reps, sales staff, or whenever you want to manually create an order in Magento 2.
Whether it’s for existing or new customers, Magento 2 gives you full control to order simply and easily from the backend.