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Manually Create an Order

Taking orders on behalf of customers allows for personal interaction, which can lead to repeat business. By using the City Hive dashboard, you can securely store order history, addresses, credit cards and more to easily use for future orders.

  1. Begin on the Orders section of your dashboard

     

  2. Click (+) at the top right next to the search bar Screenshot 2026-06-04 at 9.29.13 AM

  3. Select the first option to create a new order Screenshot 2026-06-04 at 2.29.43 PM

     

     

  4. Type the customer's name to search and select them. If the customer has a phone number and payment method on file, these will auto-populate

    Screenshot 2026-06-04 at 2.37.32 PMTo add a new customer, select Screenshot 2026-06-04 at 9.29.13 AM and manually enter their details

  5. Add and select the desired products

    Screenshot 2026-06-04 at 2.41.20 PM

     

     

  6. Choose a fulfillment method
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  7. Any notes you'd like the customer to see can be added to the order hereScreenshot 2026-06-04 at 2.43.37 PM

  8. For gift orders, select the gift option and fill in the recipient's information on the customer's behalf Screenshot 2026-06-04 at 2.44.39 PM
  9. Add any coupon codes, store credit, or tip amount as needed
    Screenshot 2026-06-04 at 2.46.54 PM
  10. Select Create to finalize and create the order Screenshot 2026-06-04 at 2.49.05 PM 

  11. Approve the order to finalize payment and notify the customer that the order is ready for pickup or out for delivery/shipping