What this helps you do

Create an order when the customer did not place it through the online store or Point of Sale. For example, use it for an order received over a phone call or WhatsApp.

Upstorr first saves it as a draft. You review the draft and deliberately convert it into a real order.

Before you start

  • Your staff role must allow you to manage orders.
  • The customer and products must already exist, or you need permission to create the customer.
  • Physical products need an active Indian inventory location with enough available stock.
  • Ship to customer and Local delivery need a saved shipping address for the customer.
  • A digital product needs a real customer email and must be marked Paid.

Steps

  1. In the Upstorr admin, open Orders.
  2. Select Create order.
  3. In Products, select Browse and choose the product or variant.
  4. Enter the quantity. For tracked products, Upstorr will not allow more than the available stock at the selected location.
  5. If the order contains a physical product, choose the inventory location above the product table.
  6. In Payment, add an order-level Discount or Shipping charge when needed. Check the subtotal, estimated tax, and total.
  7. In Customer, select Browse to use a saved customer. Use Create customer only when the customer does not exist.
  8. Add a private Note if staff need extra instructions about this order.
  9. Choose the correct Payment status. Select Paid only when you have already collected the money.
  10. For physical products, choose the Delivery type.
  11. In Staff, optionally choose the team member who should receive credit for the sale.
  12. Select Save draft order.
  13. Return to Orders and open the Draft tab.
  14. Open the draft’s action menu and select Convert to order.
  15. Read the confirmation carefully, then confirm the conversion.

What happens next

Saving the draft reserves the selected tracked inventory immediately. Converting it creates the real order using the saved payment, tax, inventory, and delivery details.

If you permanently delete a manual draft before conversion, Upstorr restores its reserved inventory. The deletion cannot be undone, although a private audit copy is kept.

Common problems

  • Save draft order is grey: Select a customer and at least one product. Physical products also need an inventory location.
  • The quantity will not increase: The selected location does not have enough available tracked stock.
  • Upstorr asks for a delivery address: Add a shipping address to the selected customer before using Ship to customer or Local delivery.
  • A digital product cannot be saved: Use a real customer email and select Paid.
  • A service or digital item cannot be added: When GST collection is on, the store needs a GST registration. When it is off, the store still needs a complete Indian origin address.