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Manual / Draft Orders

Phone & Email Sales

Last updated: July 3, 2026

Create orders on a customer's behalf for phone or email sales at Admin → Sales → Create Order. STOAR builds a pending order awaiting payment and can email the customer a link to pay.

Creating an Order #

  1. Customer — search for an existing customer, or enter walk-in details (name, email). Optionally set a country for correct tax.
  2. Items — add one or more products with quantities.
  3. Payment — choose an offline method (Invoice, Bank Transfer, Cash on Delivery) and decide whether to email the customer their payment link.
  4. Create Order — STOAR creates the order and shows its number with a link to view it.

What Happens #

  • The order is created Pending with a Pending payment — it's awaiting payment, not yet settled.
  • Stock is decremented immediately (the items are committed to the order), just like a POS sale.
  • If you chose to email the customer, they receive an awaiting-payment email with a secure link to view and pay for the order.
  • When payment arrives, mark the order Paid from the order screen (this confirms the offline payment).

When to Use #

  • Phone and email orders
  • Quotes converted to orders for B2B/trade customers (pair with customer-group net terms)
  • Re-creating an order taken outside the storefront

Notes #

Topic Detail
Payment methods Invoice, Bank Transfer, Cash on Delivery — the same offline methods as storefront checkout
Tax Calculated from the entered country (or the store's default country)
Stock Decremented at creation; correct stock via Stock Receiving if an order is later voided
Confirmation Payment is confirmed manually from the order's screen when it arrives