Order processing

How to create an order manually in easySales

By easySales Team · Updated 11 November 2026 · 3 min read

How to create an order manually in easySales

Add phone, showroom and social media orders by hand: fill in the customer and products, see what happens to stock, and reuse orders with templates.

When to add an order by hand

Use Add order for sales that do not come from a marketplace or your online shop: phone orders, showroom sales, orders from social media or from a regular customer. The order is created in easySales, and you process it like any other order: invoice, AWB, statuses and flows.

Three things to know first:

  • A manual order stays in easySales. It is not sent to any marketplace or online shop. They only see the stock change.
  • Only products from your catalog move stock. A line added with Create product is free text and has no stock.
  • The order number is set by easySales. It starts with internal-, and you cannot type your own.

Add the order

Open Orders and press + Add order at the top right of the orders list. The form has four parts: order information, customer, addresses and products. Press Save order at the bottom when you are done; easySales opens the new order.

Order information

The Order Information part of the Add order form: the template selector with Save template and Actions, Status New, New order custom status, Order Date, Payment Method Cash on delivery, Currency RON, Invoice Series DMO, Package type Parcel, the Phone order tag, Notes and Delivery notes.
Status, payment, series and package type are required.
Field What to fill in
Status Required. Usually New, so the order goes through your normal processing.
New order custom status Optional. The custom status the order starts with.
Order Date Filled in with the current date and time. Change it for an order taken earlier.
Payment Method Required: Online, Cash on delivery, Bank transfer or Unknown.
Currency The currency of the order. Your account's currency is selected.
Invoice Series Required. The invoice for this order is issued on this series, so type a series that exists in your invoicing program.
Package type Required: Envelope or Parcel.
Tags, Notes, Delivery notes Optional. Tags can start flows that use them.
Order information

Customer and addresses

Customer Information with the customer search, Name Ioana Marin, Email, Phone, Person Type Physical, IBAN, Company tax code, Registration Number and Notes, then the Billing Address in Cluj-Napoca and the Delivery Address copied from it with Same as billing address ticked.
Search for a saved customer or type a new one.
  • Search for a saved customer in the box at the top: by name, company, e-mail, phone or tax code. easySales fills in the customer's details and their last billing and delivery address.
  • Or type a new customer. A customer typed without being picked from the search is saved as a new customer.
  • Choose Person Type: Physical for a person, Juridical for a company, with Company tax code and Registration Number.
  • In Billing Address, the name, phone, address, country, county and city are required. Delivery Address copies the billing address while Same as billing address is ticked; untick it to type a different delivery address.

Products

The Products part of the form: Select Product, Create product, Add fees, Add shipping tax, Add vouchers and Price group, and a table with three catalog products, a Gift wrapping line and a Shipment line, each with quantity, price without VAT, VAT, price including VAT and total, then Save order.
Catalog products, a free-text line and the delivery cost.
The Select Product window: a search for ES-100 and the matching products with their SKU, picture, name, price including VAT, platform, inventory and reserved quantity, and a Select button on each.
Search your catalog by name, SKU or EAN.
  1. Press Select Product, search by name, SKU or EAN and press Select. Selecting the same product again adds one more to its quantity. A bundle is added as the products it contains.
  2. Press Create product for something that is not in your catalog, such as gift wrapping or a service: type the SKU, name, price without VAT and VAT rate.
  3. Add the delivery cost with Add shipping tax, extra charges with Add fees and discounts with Add vouchers.
  4. To change a line, press the pencil, edit the quantity or the price and confirm. The bin removes the line.

If you use price groups, choose one in Price group; a customer's own price group is filled in when you pick the customer. Apply to all lines updates the prices of the lines already added.

Line Added with Moves stock
A product from your catalog Select Product Yes
A product or service not in your catalog Create product No, and it is not added to your catalog
Delivery cost Add shipping tax No
Other charges Add fees No
Discount Add vouchers No, it is subtracted from the total
Kinds of lines

Stock and what happens after you save

What happens
Stock The products from your catalog are reserved as soon as the order is saved, and they leave stock according to your stock options in Order settings.
Marketplaces and online shops Nothing is sent to them. They see only the stock change.
Flows Flows with the new order trigger start, as for any other order, and so do flows on the tags you added.
Customer messages Your automatic customer notifications are sent, if you set them up for new orders.
Invoice and AWB Not created on their own. Issue them from the order page, a processing group or a flow.
Your plan The order counts towards your plan's monthly orders.
What saving the order does
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Read next
How to set up order settings in easySales: stock, custom statuses, alerts and the order page
Choose when orders take and give back stock, create custom statuses and alerts, set up the page your buyers see and the PDF of your orders.
→

Save time with templates

If you often add similar orders, fill in the form once and press Save template, then give it a name. Next time, choose it in Select template: the status, payment, currency, series, tags, notes, customer, addresses, products and charges are filled in, and the order date is set to now. Change what you need and press Save order.

  • Save template updates the template you have selected.
  • Actions → Save as... saves the form as a new template.
  • Actions → Delete deletes the selected template.

easySales has no button to copy an existing order; a template is the quick way to repeat one.

After the order is saved

The order opens on its page, where you work with it like with any other order: issue the invoice, generate the AWB, change its status or add tags.

📖
Read next
How to manage orders in easySales: the orders list, filters, bulk actions and the order page
Find any order, read its status, work on many orders at once and edit an order in easySales: search, filters, saved views, bulk actions, the order page and exports.
→
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Read next
How to generate invoices in easySales: billing software, series, storno and e-invoicing
easySales issues invoices straight from your orders — through your billing software, its own built-in billing, or by uploading one from an ERP. Set a different series per channel, generate with one click or in bulk, issue storno invoices, and stay compliant with e-invoicing (e-Factura ANAF, KSeF, easyfiscal). This guide covers connecting a billing software, series, generation, bulk, storno, e-invoicing, and automation.
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When something does not look right

Symptom What to do
The order did not reserve any stock Check that the lines were added with Select Product, not Create product, and that the order was not saved as Completed, Canceled or Return.
The customer is not found in the search Search by another detail, such as the phone number or e-mail, or type the customer as a new one.
The form does not save and fields are outlined in red Fill in the required fields: Status, Payment Method, Invoice Series, Package type, the billing address and at least one product.
The invoice was issued on another series Check the Invoice Series on the order. It must be a series that exists in your invoicing program.
The customer's details changed after the order You edited a saved customer on the form. Correct the customer's card in Customers.
Common problems
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Read next
How to manage customers in easySales: the customer list, customer details and the blacklist
How easySales recognises returning buyers, where to correct a customer's details, what the blacklist does, and how to find and export your customers.
→

Frequently asked questions

Open Orders, press Add order, fill in the order information, the customer, the addresses and the products, then press Save order.

Yes, for the products added with Select Product from your catalog. Lines added with Create product have no stock.

No. It stays in easySales; the marketplaces and your online shop only see the stock change.

No. easySales numbers manual orders itself, starting with internal-.

No. Save the order as a template instead, and choose the template next time to fill in the form.

Yes. Flows with the new order trigger start when you save it, like for any other order.

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