# 🛒 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**, **Volume Pricing**, **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, Volume Pricing, 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 → BSS B2B 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`).

<div data-with-frame="true"><figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FNzSEFgKOJL5ynx93vQSm%2Fimage.png?alt=media&#x26;token=4c07c9ef-d2e6-47c4-99dd-71f8fee267ff" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FQLSfmEIhRMae8vm4bPAI%2Fimage.png?alt=media&#x26;token=bf79152a-426c-48b3-a5f4-d3c12c9e7327" alt=""><figcaption></figcaption></figure></div>

#### 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 **Volume Pricing** thresholds, the discounted pricing will recalc instantly.
* The line item price shown is the price that applies given the active rules for that customer.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2F9U2iDwcUioJxF5FK1A8e%2Fimage.png?alt=media&#x26;token=a134b8ad-8181-4f4f-b6b0-3fee38dbb44a" alt=""><figcaption></figcaption></figure>

#### 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-product custom price)** usually takes precedence for exact per-customer per-product rates.
  * **Custom Pricing** rules then apply for group-level price overrides.
  * **Volume Pricing** 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.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FZRGVTdLZW9zhBM43POL9%2Fimage.png?alt=media&#x26;token=0609b832-cfc5-4279-bb7d-6fbf73021450" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FrTdH0YYBPyZbeZXWOGzS%2Fimage.png?alt=media&#x26;token=305c5af2-59fa-4d73-8086-2762f8ed6b6a" alt=""><figcaption></figcaption></figure>

* Add taxes

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FBmWmttUMEXDTn6MYhSrX%2Fimage.png?alt=media&#x26;token=05609102-d60a-4786-b7ae-f10b6de0c387" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Shopify tax override settings is well-integrated with Manual Orders
{% endhint %}

#### 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.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2F8FCcshSevSrbOKSaSfhL%2Fimage.png?alt=media&#x26;token=9ecd3047-08c6-4e8b-986f-59e4680d2daa" alt=""><figcaption></figcaption></figure>

* Additional note for the order

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FrrAFraOFgpJJI9WzfEt5%2Fimage.png?alt=media&#x26;token=de56b90f-945c-4aed-8990-8f2696ea901d" alt=""><figcaption></figcaption></figure>

* Payment term

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FyFwnbMOUEQYDO2P0Ff9o%2Fimage.png?alt=media&#x26;token=e61ff466-83c8-4fb0-9ad0-1f28e3326d8e" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FOGNVcAXTJZlbGrfNeypc%2Fimage.png?alt=media&#x26;token=31eef385-bfa5-4e20-89c1-3df223663234" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FWvg7pzSwS2vazHArxRGj%2Fimage.png?alt=media&#x26;token=490f1e26-a012-4d15-8c21-e922fcf1a3a9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If the product and the customer are eligible for a discounted price but the displayed price is not changing, you can click on the button above the listed products to re-display to correct ones.
{% endhint %}

#### 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.

<figure><img src="https://lh5.googleusercontent.com/smEWvNaakuVou7zV_Pi3_Ea3n2KGM61xgYYdDtZfN7V9nwUZBLFuoBaA5EIpw32T_KjF_5bKW9bPB7n2SstZFZthBA2oqWy2rKtDoK5qh-u3ucdZZAvxyvrMBPt9mFwB5JwYerh_kOFr_qSNqEs87S8" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
You can set up Automatic payment reminders in your Shopify Admin
{% endhint %}

#### 🧾 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 — Volume Pricing 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**.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2F0znl30IKBIT8JPdkGlfB%2Fimage.png?alt=media&#x26;token=1a5db29b-3ae0-4ff8-aeb7-c58832fb75ff" alt=""><figcaption></figcaption></figure>

Once clicked, a pop up screen should appear:

<figure><img src="https://lh5.googleusercontent.com/9--MmKQMz8u9ltgA1u6t6gvY5Wmmilq8JYaT-wsh3cHjn11Bn57okJXy9EbWRDVp3fC81UzdhZaxHkUd3ZuIi4S_c3xGxVCl43w2bpatffDLVC2sem_MXnkmCwyRvaA2OSObY3nMqBCV565UEYVAwVM" alt="" width="375"><figcaption></figcaption></figure>

\
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 BSS B2B Solution app.

{% hint style="info" %}
Encounter a problem? Feel free to reach us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740)**.**
{% endhint %}