# Create an order for a customer

> Phone orders, counter sales and custom quotes, made by you in the dashboard.

Source: https://docs.dashfordevs.com/v1/orders/create-an-order · Topic: Orders · Updated: 2026-11-07

Use a **draft order** when a customer orders by phone, email or in person, or when you are preparing a custom quote. Nothing is placed until you create it.

1.  **Open Orders → All orders** and click **Draft Order**. The Draft Order screen opens.
    
    ![The Draft Order screen with Customer, Items, Shipping Address and a Totals panel](https://docs.dashfordevs.com/screenshots/order-new.jpg)
    
2.  **Choose the customer.** Search by name or email. The customer is optional: for a counter sale, leave it empty and fill in the recipient's name or phone; a customer record is created without an email, and nothing is ever sent to it.
    
3.  **Send the invoice elsewhere** (optional): when one person orders and another pays, type the payer's email under **Send the invoice to**.
    
4.  **Add items.** Search products to add them, or use **Custom Item** for something that is not in your catalog.
    
5.  **Add the shipping address.** Pick one of the customer's addresses, or tick **Ship to a different recipient** for a one-off address that is not saved to their profile.
    
6.  **Check the totals.** In the Totals panel set shipping by hand or **From carrier**, add a discount, press **Calculate Tax**, and use **Add Charge** for anything extra. Tick **Credit card fee** to pass the card fee on.
    
7.  **Create the order.** Tick **Email invoice to customer** if you want it sent, then press **Create Order**. It appears in All orders like any other.
    

## Duplicate an earlier order

On any order, choose **Duplicate**. You get a Draft Order with the same items and address, ready to change and create. Handy for repeat customers.
