What this means

The Create order page has a few fields that change money, stock, delivery, or reporting.

Inventory location

This chooses where physical stock is reserved. Product availability and the maximum quantity are checked against this location.

Quantity

This is how many units of one product or variant the customer ordered. For tracked stock, it cannot be higher than the available quantity at the selected location.

Discount

This is a fixed amount removed from the whole order, not a percentage. Upstorr never reduces the total below zero.

For example, entering ₹200 removes ₹200 from the order total.

Shipping

This is the delivery amount added to a physical order. It appears only after a physical product is added.

Estimated tax

Upstorr calculates this from every product’s saved GST settings. Products that do not charge tax, are exempt, or are nil-rated add no GST here.

Note

This stores private order instructions for your team. It can contain up to 5,000 characters.

Channel: Manual

This label shows that a staff member prepared the order in the admin instead of receiving it directly from the online store or POS checkout.

Payment status

  • Pending: money has not been confirmed as collected.
  • Paid: you already collected the full amount. On conversion, a manually paid draft is recorded as paid by cash; choosing this does not charge the customer.
  • Failed: the attempted payment did not succeed.

Digital products must be Paid because files are delivered only after payment.

Delivery type

  • Ship to customer: send the parcel to the customer’s saved address.
  • Pickup: the customer collects it from the selected location.
  • Local delivery: your merchant-managed local delivery takes it to the customer. The address and location must be eligible.
  • Carry out: the customer receives the physical item immediately, so no shipping address is used.

Staff

Select the active POS staff member who should receive credit for the sale. Leave it as Not credited yet when no one should be credited.

Simple example

A customer orders two bangles over WhatsApp and will collect them from your shop. Choose the shop inventory location, quantity 2, Pickup, and the staff member who handled the sale. Mark it Paid only after receiving the money.

What you need to know

  • Only active products can be added to a manual order.
  • Product and GST information is copied into the draft when it is saved, so the order keeps a reliable record of what was sold.
  • Saving a draft reserves tracked inventory. It is not merely a harmless note.
  • Add custom item is currently unavailable. Add a product to the catalogue first.
  • The selected customer’s contact and addresses cannot currently be edited from the order page. Edit the customer record when they are wrong.
  • Converting a draft uses its saved details. Review everything before selecting Convert to order.