Manual Orders let you create wholesale orders in Shopify's draft orders, then invoice the customer to collect payment. This workflow happens in Shopify, not inside the Wholesale Hub app. In this article, find step-by-step instructions on using Manual Orders.
Select which version of our app you’re using to locate the instructions that apply to you:
Instructions for installs before February 5 2026 (theme integrations)
Step 1
Navigate to Orders in your admin, and click Create order to create a new draft order.
Step 2
Add products to the order, and manually apply any applicable taxes or shipping. See Shopify's guide on creating and editing draft orders.
🔔 Make sure the products you add are included in the wholesale discount rule you plan to apply.
Step 3
Using the Customer panel in the top right, search for your wholesale customer's profile. Select your customer, then save the draft order.
💡 You can click on the customer to make sure they have the correct wholesale tag on their profile.
Step 4
Click on the More actions dropdown menu and select Apply Wholesale Discounts.
Step 5
Once wholesale discounts are applied to the order, verify the details of the order are correct:
Review the order totals and discounts.
To email an invoice, click Send invoice.
To charge a card or mark the order as paid, click Collect payment.
💡 Use the Payment due later checkbox to apply optional payment terms to the order.
🔔 Wholesale Hub applies discounts to the order, but Shopify handles checkout, invoicing, and payment collection.
Instructions for installs after February 5th 2026 (app blocks)
Step 1
Navigate to Orders in your admin, and click Create order to create a new draft order.
Step 2
In the Customer area, select a customer eligible for wholesale
Step 3
Add products to the order, and manually apply any applicable taxes or shipping. This Shopify guide has instructions on filling out a draft order.
Step 4
In Payment, click Add discount > Apply all eligible automatic discounts.
Then, click Done. The wholesale discount will be automatically applied to the order.
After you apply automatic discounts, any additional eligible items you add will also be discounted.
Click Save.