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  2. Creating or editing orders on the mobile app

Creating or editing orders on the mobile app

The latest versions of the mobile apps (from 8.9.0) give you the ability to create orders.

Note: To obtain the best experience, we recommend you update your store to the latest version of WooCommerce.

When creating an order, the mobile apps currently support:

Create a new order

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Follow these steps to create an order:

  1. Tap on the + icon at the top right on the Orders tab.
  2. The New Order screen will appear.
Tap on the + at the top right of the screen
Accessing the feature
New Empty order

Adding Products & Product Variations

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  • Tap on the + Add Products button in the Products Section.
  • Search for & select the products you wish to add.
  • Tap Add Products
  • Expand the product card to adjust the quantity using the quantity stepper or text box as needed.

Add Products by Scanning Barcode

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Barcode scanning is available on Android with application version 13.8 and later and on iOS with version 14.1 or later. This feature allows you to quickly scan product barcodes with your device’s camera to add them to an order. Note that the feature only supports barcode numbers matching your store’s product SKUs.

To get started, tap the barcode icon at the top of the Orders tab and scan the barcode of a product to add it to a new order.

Alternatively, from the New Order screen, you can tap on the barcode icon next to + Add Product to scan an item and add it to the order.

Removing a product

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  • Tap on the product you wish to remove to expand the card.
  • Tap on the Remove Product from Order button.

Setting a custom shipping method

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  • On the Payments section, tap the + Add Shipping button.
  • On the presented form, enter the value you wish to charge and optionally a name for it.
  • Tap on the Done button to save the change.
  • Tap the expansion chevron to see the totals details, including shipping

Deleting the custom shipping method

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  • With the totals panel expanded, tap on the Shipping pencil button.
  • Tap on the Remove Shipping from Order button.

Setting a custom amount

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  • Under the Payments section, tap the + Add Custom Amount button.
  • Select the type of custom amount, percentage of the order, or specific amount.
  • On the presented form, enter the value you wish for the fee.
  • Optionally add a name
  • Tap on the Add Custom Amount button to save the change.

Note: You can enter a negative value as an alternative to give a discount.

Deleting the custom amount

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  • On the Custom Amounts section, tap on the Pencil button next to the amount you want to remove.
  • Tap on the Delete Custom Amount button.

Setting customer details

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  • Tap the + Add Customer Details button.
  • On the presented form, enter all the values you need from your customer. All of them are optional but at least one is required.
  • If you wish to add a different shipping address, you can enable a separate form by toggling the switch at the bottom.
  • Tap on the Done button to save the changes.

Setting customer-provided notes

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  • On the Customer Note section, tap the + Add Note button.
  • On the presented form, enter the text you want to submit as the customer note.
  • Tap on the Done button to commit the change.

Completing the new order creation

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  • When your order is complete, you can tap Collect Payment button to immediately take an In-Person Payment for the order, or use the Create button located at the top right to create the order without taking payment.
  • If you take payment, you’ll get a choice of payment methods, such as cash, scan to pay, or card payments, depending on the payment methods set up for your site and your location.
  • After the order is created, you will be redirected to the order details screen where you can take the necessary actions to fulfill the order.
  • There is also an edit

Editing the order

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The latest mobile app versions (from 9.7.0) allow you to edit orders.

  • From an order detail, tap the Edit button, located at the top right of the navigation bar.
  • Edit any necessary field. Changes will be saved immediately to the order.
  • Tap the Done to dismiss the edit form.

Setting the order status (edit only)

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  • Tap the Edit button in the first section of the edit order screen to update the order status.
  • A screen with all available statuses will be presented for you to select.
  • When you select one, the order status will be updated immediately.

Order creation on a tablet

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On tablets, we show the relevant screens side by side, where space permits. This can help you create and edit orders more quickly – the screens all work the same way, you can just see more at once. Here’s a taster of how it looks: