🛒 Create an Order in Backend with Discounts (Manual Orders)

Create, edit and place orders for your B2B customers from the admin — with all wholesale pricing, discounts, taxes, shipping and extra fees applied correctly. The Manual Orders workflow is built for sales reps, support staff, and anyone who needs to place custom or phone orders on behalf of customers.

Use this guide to: set up draft orders, apply the right wholesale rules, override prices when necessary, and finalize orders without losing pricing accuracy or auditability.

✨ What this tool does (at a glance)

• Create a draft order for any existing or new customer.

• Automatically apply Custom Pricing, Price List per Customer, Quantity/Amount Break, Shipping Rate, Extra Fee, tax-exempt status and other B2B rules based on the selected customer and products.

• Allow manual per-item price override when you need to give a special deal.

• Support discount codes on draft orders (according to your rules).

• Finalize the draft into a real Shopify order (invoices, notifications and order history behave like a normal order).

✅ Before you start — permissions & recommended setup

• Make sure your user role in Shopify has permission to create and edit draft orders.

• Confirm the B2B modules you rely on are enabled (Custom Pricing, Price List, Quantity/Amount Break, Tax Exempt, Shipping Rate, Extra Fee).

• Test pricing rules first on a sandbox account or by creating draft orders for an internal test customer — this prevents surprises for real clients.

• If your store uses price lists or custom themes, ensure the theme/app embed is installed so the storefront and backend pricing match.

🧭 Step-by-step: Create a manual order with correct discounts

1) Start a new draft order

• In Shopify admin: Apps → B2B & Wholesale Solution → Manual Orders (or from the Draft Orders area if integrated).

• Click Create Order to open the draft order editor.

2) Select or create the customer

• Choose an existing customer from your store or create a new customer record.

• The system will detect the customer’s tags and status (tax-exempt, wholesale tag, etc.) and apply the matching pricing rules automatically.

• Tip: If you want a special price that applies only to a group, ensure the customer has the correct tag (e.g., wholesale, VIP).

3) Add products / variants to the draft

• Search and add the products/variants the customer orders.

• Quantities: enter the number of units for each item. If you add quantities that match your Quantity/Amount Break thresholds, the discounted pricing will recalc instantly.

• The line item price shown is the price that applies given the active rules for that customer.

4) How pricing rules are evaluated (priority & behavior)

• When multiple pricing rules may apply, the system evaluates them and selects the best eligible price for the customer (the workflow in the app resolves conflicts based on priority and rule type).

• Typical priority guidance in the app:

  • Price List per Customer (per-product custom price) usually takes precedence for exact per-customer per-product rates.

  • Custom Pricing rules then apply for group-level price overrides.

  • Quantity/Amount Breaks apply when the cart/line reaches a tier threshold — the system can apply QB/AB discounts combined with other rules; the final displayed price reflects the lowest applicable price after calculations.

• If you’re unsure which rule applied, use the pricing breakdown / details button in the draft order to inspect rule sources.

5) Apply discount codes or extra discounts

• Add discount codes to the draft order if allowed. Note: some discounts may be blocked by rule settings (e.g., “do not combine with other discounts”).

• If you need to manually adjust a line price (special negotiated deal), you can override the line item price. The system should mark this as a manual override so it’s auditable. Use manual override sparingly — it bypasses automated pricing logic.

6) Confirm taxes, tax-exempt status and extra fees

• Tax: the draft order will calculate taxes normally. If the customer is tax-exempt AND has a validated VAT/EIN/ABN/etc., tax will be removed as configured (or the tax portion will be applied as a discount if your store uses tax-inclusive pricing).

• Extra Fee: any Extra Fee rules tied to product quantity or amount will be added automatically to the draft order.

• Shipping Rate: shipping cost for the order will be calculated per your Shipping Rate rules (flat/percentage thresholds) — you can adjust the shipping method or rate on the draft if required.

• Add taxes

7) Add notes, attachments or custom fields (optional)

• Add PO numbers, internal notes, or custom order fields so sales or fulfillment teams have context.

• If your app is configured to record additional fields on draft orders (like delivery instructions), fill them in here.

• Additional note for the order

• Payment term

8) Preview & validate the draft

• Use the Preview or Show Pricing Details option to confirm which rules were applied and to validate totals (subtotal, discounts, taxes, extra fees, shipping, final total).

• Confirm the invoice, customer email, and any custom message you want the customer to receive.

Since this product and this customer are eligible for a discounted price, the new price is displayed here:

9) Finalize the order

• Click Create Order / Mark as Paid (depending on your workflow) to convert the draft to a live Shopify order.

• The order will appear in Shopify orders like any other — with the wholesale pricing and discounts recorded. Invoices and notifications will follow your store’s normal settings.

🧾 Examples

Example 1 — Price List wins

• Customer A has a Price List with Product X at $7/ea (custom per-customer price).

• There’s an order-level Quantity Break that would give Product X for $6/ea at 20+ units.

• If Price List is strictly per-customer per-product and marked as priority, the order may use the $7 PL price unless your app rule is configured to pick the lowest price; confirm in pricing details which rule wins.

Example 2 — Quantity Break applied on draft

• Customer B orders 25 units of Product Y.

• Quantity Break tier for 20–49 units gives 15% off. The draft recalculates automatically and shows the discounted line price and new totals.

Example 3 — Tax-exempt customer

• Customer C is validated as tax-exempt. When added to the draft, tax is removed and, if required by your settings, the tax portion is shown as a discount on tax-inclusive pricing.

Import draft orders from your Shopify Admin

Simply click the Import button located at the top right corner of the Shopify Order page.

Once clicked, a pop up screen should appear:

There are 2 options for you to choose:

• Import to create: This will create a new draft order using existing draft order with the same product(s).

• Import to edit: This will edit your existing order.

That's everything you need to know to create an order from our B2B/Wholesale Solution app.