> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/order-management/manual-orders/create-an-order-in-backend-with-discounts-manual-orders.md).

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

Create wholesale draft orders on behalf of customers with your B2B pricing rules automatically applied.

Create draft orders for your B2B customers from the app, with your Custom Pricing, Price List and Volume Pricing rules applied. The **Manual Orders** module is built for sales reps, support staff and anyone who places phone or custom orders on behalf of customers.

## What this tool does

* Creates a **draft order** in Shopify for an existing customer.
* Applies **Custom Pricing**, **Price Lists** and **Volume Pricing** based on the selected customer and products.
* Lets you add an order discount, line discounts, shipping (including **B2B shipping rates** from your Shipping Rate rules) and tax settings.
* Lets you send Shopify's invoice or mark the order as paid to complete it.

## Before you start

* Go to **B2B orders & discounts › Manual Orders** and make sure the switch next to the **Manual Orders** title is **On**. While it is off, the order page does not show **Save**.
* The pricing modules you rely on (Custom Pricing, Price Lists, Volume Pricing) must be **On**.
* Add new customers in Shopify first: the order page only searches existing Shopify customers.
* Test with an internal customer first so pricing surprises stay off real orders.

## Create a manual order

The **Create order** page has the products and order summary on the left and the **Customer**, addresses, tags and notes on the right. **Save** appears in the save bar at the top.

### Start a new order

1. In the Shopify admin, open the B2B Solution app and go to **B2B orders & discounts › Manual Orders**.
2. Click **Create order**.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-18d888d434af7f9cdd59a1bfeebee02cf37fe83d%2Fcms-mo-create-01.png?alt=media" alt="Start a new manual order"><figcaption><p>Start a new manual order</p></figcaption></figure>

### Or import a Shopify draft order

On the **Create order** page, click **Import draft order** (top right). Search the list or filter it by **All**, **Open**, **Invoice sent** or **Completed**, select a draft order, then choose:

* **Import to edit**: opens that draft order so you change it. Saving updates the original.
* **Import to create**: copies it into a new draft order. Saving creates a new draft and leaves the original as it was.

{% hint style="warning" %}
A completed draft order cannot be edited. Use **Import to create** to copy it into a new draft.
{% endhint %}

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-122dfbd48b852cb6f724872c5949ea75ca3ee8b9%2Fcms-mo-create-02.png?alt=media" alt="Import a Shopify draft order"><figcaption><p>Import a Shopify draft order</p></figcaption></figure>

### Pick the customer

In the **Customer** card, search for and select an existing Shopify customer. The card then shows the customer with their **Shipping address** and **Billing address**. Click **Edit** to change either one.

The customer decides which rules apply: rules match on the customer conditions you set (all logged-in customers, specific customers or customer tags).

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-9aeb6f177d05ad61f967dba20a9762192b543f59%2Fcms-mo-create-03.png?alt=media" alt="Customer and addresses"><figcaption><p>Customer and addresses</p></figcaption></figure>

### Add products

1. Click **Search product**, pick products or variants in **Select products**, and set each **Quantity**.
2. Each line shows a label when one of your enabled rules matched: **Custom Pricing applied**, **Price list applied** or **Volume Pricing applied**.
3. Quantities that reach a Volume Pricing break recalculate the line.

{% hint style="info" %}
If a price looks wrong, click **Reload** under the search box to load your latest pricing rules and recalculate the lines.
{% endhint %}

An order needs at least 1 product and can have up to 499 product lines.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-c2e81809a5b6721106054fd31e4b6631d40a9fc4%2Fcms-mo-create-04.png?alt=media" alt="Products with applied pricing rules"><figcaption><p>Products with applied pricing rules</p></figcaption></figure>

### How prices are chosen

* If a **Price List** and a **Custom Pricing** rule both match a product, the Price List price is used and Custom Pricing is skipped for that product.
* **Volume Pricing** is then applied on top of the Price List or Custom Pricing price for that line.
* Rules that target **company locations** apply on your storefront, not in manual orders.

### Set discount, shipping and tax

In the order summary:

| Control                            | Options                                                                                                                          | What it does                                                                                                                                |
| ---------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| **Add discount**                   | **Custom amount or percentage** with a **Reason** (customers can see it), or **Select a discount from your discount code rules** | Discounts the whole order. Only product discounts from discount code rules are listed.                                                      |
| **Add discount** on a product line | Amount or percentage                                                                                                             | One-off discount on that line.                                                                                                              |
| **Add shipping**                   | **Free shipping** · **Custom** (rate name and value) · **Shopify shipping rates** · **B2B shipping rates**                       | **B2B shipping rates** appear when one of your Shipping Rate rules matches. **Shopify shipping rates** need a customer with a full address. |
| **Tax**                            | **Charge taxes** on or off                                                                                                       | Shopify calculates tax. It is removed only when the Shopify customer is tax exempt or you untick **Charge taxes**.                          |

**Add tags to this order** and **Add notes to this order** are in the right column.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-ae2138876353d9812f95f7c2632b159dd6e89ea4%2Fcms-mo-create-05.png?alt=media" alt="Order summary: discount, shipping and tax"><figcaption><p>Order summary: discount, shipping and tax</p></figcaption></figure>

{% hint style="warning" %}
For a one-off negotiated price your rules do not cover, save the draft order, open it with the **View** link and edit the line price in Shopify's own draft order editor. Do not reopen and save that order from Manual Orders afterwards: saving recalculates every line from your pricing rules and overwrites the price you edited in Shopify.
{% endhint %}

### Add payment terms (optional)

Under **Payment**, tick **Payment due later** and choose the **Payment terms**: **Due on receipt**, **Within 7, 15, 30, 45, 60 or 90 days**, **Custom days** or **Fixed date**. Then set the **Issue date**, the number of days in **Count** (1 to 366) or the **Due date**, depending on the option.

{% hint style="warning" %}
While **Payment due later** is ticked, **Send invoice** and **Mark as paid** are disabled. Click **Save** to store the draft order with these payment terms.
{% endhint %}

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-8de98717820ec3bfe7bbc7984ca9b84240ec12b2%2Fcms-mo-create-06.png?alt=media" alt="Payment terms on a draft order"><figcaption><p>Payment terms on a draft order</p></figcaption></figure>

### Save the draft order

Click **Save** in the save bar. The draft order is created in Shopify and added to your Manual Orders list, and a **Draft order created** banner appears with a **View** link that opens it in Shopify admin.

To email the invoice, mark the order as paid or edit it later, see [Editing Orders from the Backend](/b2b-wholesale-solution/order-management/manual-orders/editing-orders-from-the-backend.md).

## Examples

**Price List wins.** Customer A has a Price List price of $7 for Product X, and a Volume Pricing break would give $6 at 20+ units. The line uses the $7 Price List price, then Volume Pricing is applied on top of it.

**Volume Pricing.** Customer B orders 25 units of Product Y and a tier for 20 to 49 units gives 15% off. The line recalculates and shows **Volume Pricing applied**.

**Tax-exempt customer.** Customer C is tax exempt in Shopify. Tax is removed from the draft order. You can also untick **Charge taxes** to remove tax for any customer.

## FAQ

**Why doesn't my manual order show the B2B price for this customer?** Manual Orders uses enabled Custom Pricing, Price Lists and Volume Pricing rules while those modules are on, once you pick a customer who matches the rule's Customers condition. Rules that target company locations apply on your storefront, not in manual orders. If you just changed a rule, click **Reload** under **Search product**.

**Does a manual order apply Extra Fee, Order Limits, Tax Exempt or Net Terms rules?** No. Those rules apply to storefront orders. Set payment terms per order with **Payment due later**.

**Can a manual order have more than 250 products?** Yes, up to 499 product lines. Above that, saving shows *The number of products on draft orders can't exceed 499.* Split it into two orders.

{% hint style="info" %}
If you need further assistance, please feel free to reach us at [**support@bss-b2b.solutions**](mailto:support@bss-b2b.solutions) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740).
{% endhint %}