---
title: How to create an Order
description: When a customer wants to purchase a gift voucher, there are a few essential bits of information to capture. Creating a new order for a customer using the steps below is nice and straightforward.
---

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# How to create an Order

## How to create an order for your customer.

When a customer wants to purchase a gift voucher, there are a few essential bits of information to capture. Creating a new order for a customer using the steps below is nice and straightforward.

1\. From the Dashboard, click Create Order on the left-hand menu:

[![](https://downloads.intercomcdn.com/i/o/1171156230/5ff9e0e188f46f44de140fa4/o1.png?expires=1785146400&signature=b0edafc466422a85633f326fabb48ea5f5b057a8e85f882951e92eed851ce1f4&req=dSEgF8h7m4NcWfMW1HO4zUYeoP%2FpnJkB4yxhlArDA8o7gdr1WuWbShqj52L%2B%0AT%2Bz7UzV6ch8RD7IULO0%3D%0A)](https://downloads.intercomcdn.com/i/o/1171156230/5ff9e0e188f46f44de140fa4/o1.png?expires=1785146400&signature=b0edafc466422a85633f326fabb48ea5f5b057a8e85f882951e92eed851ce1f4&req=dSEgF8h7m4NcWfMW1HO4zUYeoP%2FpnJkB4yxhlArDA8o7gdr1WuWbShqj52L%2B%0AT%2Bz7UzV6ch8RD7IULO0%3D%0A)

2\. Add the voucher(s) your customer wants to purchase to the basket by clicking ‘Add’. You can also use the quantity box to add multiple vouchers to the order quickly.

[![](https://downloads.intercomcdn.com/i/o/1171156532/f82e1bba1f105ed539817b8a/o2.png?expires=1785146400&signature=9da8e33ef884f5d0cdd00d4a135c0c50b0d4fc2fad8b63f50ada01136916bc7a&req=dSEgF8h7m4RcW%2FMW1HO4zTqVga9UGGHA44B1QevLw1KMhGkrDGyfRtvIfvTl%0ARjXk8g0he35SjlQS1dw%3D%0A)](https://downloads.intercomcdn.com/i/o/1171156532/f82e1bba1f105ed539817b8a/o2.png?expires=1785146400&signature=9da8e33ef884f5d0cdd00d4a135c0c50b0d4fc2fad8b63f50ada01136916bc7a&req=dSEgF8h7m4RcW%2FMW1HO4zTqVga9UGGHA44B1QevLw1KMhGkrDGyfRtvIfvTl%0ARjXk8g0he35SjlQS1dw%3D%0A)

3\. Depending on the type of voucher you select, you may see a summary window appear for you to select your options or amount. [Configurable](https://academy.giftpro.co.uk/how-to-create-a-configurable-gift-voucher?hsLang=en-gb) and [Monetary](https://academy.giftpro.co.uk/how-to-create-a-monetary-gift-voucher?hsLang=en-gb) vouchers will require you to select specific options, whilst [Standard](https://academy.giftpro.co.uk/how-to-create-a-standard-gift-voucher?hsLang=en-gb) vouchers are added to the basket instantly:

[![](https://downloads.intercomcdn.com/i/o/1171156940/c5dfb75b43c1c95f2a586b19/o3.png?expires=1785146400&signature=f379b0f9d0d60b95ff5cc3d28a1c56bde05a595eb5a7b14533311ff8811e57ed&req=dSEgF8h7m4hbWfMW1HO4zWDuv92%2Fy5%2FfMySOsi6AchSgoUXbhkGYzbWjwG4b%0Auww5SSpGTpb9Ky9KBUc%3D%0A)](https://downloads.intercomcdn.com/i/o/1171156940/c5dfb75b43c1c95f2a586b19/o3.png?expires=1785146400&signature=f379b0f9d0d60b95ff5cc3d28a1c56bde05a595eb5a7b14533311ff8811e57ed&req=dSEgF8h7m4hbWfMW1HO4zWDuv92%2Fy5%2FfMySOsi6AchSgoUXbhkGYzbWjwG4b%0Auww5SSpGTpb9Ky9KBUc%3D%0A)

4\. When you have added your vouchers to the basket, you need to click the Proceed button on the right-hand side:

[![](https://downloads.intercomcdn.com/i/o/1171157299/0b9a1c7d0e3177e2e3d276be/o4.png?expires=1785146400&signature=fe3aa3519d64183dd4ee6878a07677a97ce610cd68c9096d903d4d6a9f94b8d9&req=dSEgF8h7moNWUPMW1HO4zc5gMS8HYPvAXZSDBb8z4UR%2FeZX7Tp2ME2mcOltn%0ARGHvd2GLLSitX2BxZpo%3D%0A)](https://downloads.intercomcdn.com/i/o/1171157299/0b9a1c7d0e3177e2e3d276be/o4.png?expires=1785146400&signature=fe3aa3519d64183dd4ee6878a07677a97ce610cd68c9096d903d4d6a9f94b8d9&req=dSEgF8h7moNWUPMW1HO4zc5gMS8HYPvAXZSDBb8z4UR%2FeZX7Tp2ME2mcOltn%0ARGHvd2GLLSitX2BxZpo%3D%0A)

5\. On this page, you will need to scroll down to the Order Information element and complete the fields provided:

[![](https://downloads.intercomcdn.com/i/o/1171157650/04f3adc5b52a2eeca3355edb/o5.png?expires=1785146400&signature=a74bb1c472c7aa69387b074fed9f14e2a257f89a7f9bf794bad0f2ee8733b9f5&req=dSEgF8h7modaWfMW1HO4zdeId6lkkcxp5D27rgDmTitN4rjQog7zx73KVWdl%0A%2BbsfyAvXMSShpJp1114%3D%0A)](https://downloads.intercomcdn.com/i/o/1171157650/04f3adc5b52a2eeca3355edb/o5.png?expires=1785146400&signature=a74bb1c472c7aa69387b074fed9f14e2a257f89a7f9bf794bad0f2ee8733b9f5&req=dSEgF8h7modaWfMW1HO4zdeId6lkkcxp5D27rgDmTitN4rjQog7zx73KVWdl%0A%2BbsfyAvXMSShpJp1114%3D%0A)

 

If your customer does not wish to have a copy of their vouchers emailed to them, tick the box to ‘Send confirmation email to \[merchant name\]’ instead. After completing the Complimentary Order, you can print the voucher/s for your customer instead.

6\. Then, you need to select a Delivery Method:

[![](https://downloads.intercomcdn.com/i/o/1171157991/9c6a2b9a1fe1c96749edfece/o6.png?expires=1785146400&signature=597dc9e04822f9260255539a1808fa28b0f1c0f20e64df5c262eeb0495080c80&req=dSEgF8h7mohWWPMW1HO4zcSh4S%2BOUdpXLO73NupphlYGZ9J9UgJ3nxeG8qWJ%0AdlGgmObx7BZweYO26DQ%3D%0A)](https://downloads.intercomcdn.com/i/o/1171157991/9c6a2b9a1fe1c96749edfece/o6.png?expires=1785146400&signature=597dc9e04822f9260255539a1808fa28b0f1c0f20e64df5c262eeb0495080c80&req=dSEgF8h7mohWWPMW1HO4zcSh4S%2BOUdpXLO73NupphlYGZ9J9UgJ3nxeG8qWJ%0AdlGgmObx7BZweYO26DQ%3D%0A)

7\. Select Offline Payment as your Payment Method:

[![](https://downloads.intercomcdn.com/i/o/1171158267/fdb8ca32b9aafdf358be7d33/o7.png?expires=1785146400&signature=8b2d68892cbd087a28a9cf8e23bdcd0df33b9d5fa48fc55464727ece1f589ae2&req=dSEgF8h7lYNZXvMW1HO4zbX9thqZbx6JnPBvnPbaTwVznrJFXWV1%2B3ndG84y%0A0sEh2c8qlOu%2FtfxvXe0%3D%0A)](https://downloads.intercomcdn.com/i/o/1171158267/fdb8ca32b9aafdf358be7d33/o7.png?expires=1785146400&signature=8b2d68892cbd087a28a9cf8e23bdcd0df33b9d5fa48fc55464727ece1f589ae2&req=dSEgF8h7lYNZXvMW1HO4zbX9thqZbx6JnPBvnPbaTwVznrJFXWV1%2B3ndG84y%0A0sEh2c8qlOu%2FtfxvXe0%3D%0A)

8\. You’ll then see a summary of the order. If you wish to print this out for your customer, click the Actions button in the top right-hand corner:

[![](https://downloads.intercomcdn.com/i/o/1171158554/92342ee83c1f1c3e285e00c4/o8.png?expires=1785146400&signature=b3d562b831727f8b6427725a042b064ac8da0ff29befd2b4ebe5f34a4b1bfad8&req=dSEgF8h7lYRaXfMW1HO4zebu%2FThAtiDvRuRL0NYUnjs%2BoD%2FvsWy4eIVIoGWt%0ASS4MUCdbd0vhE3MaJ90%3D%0A)](https://downloads.intercomcdn.com/i/o/1171158554/92342ee83c1f1c3e285e00c4/o8.png?expires=1785146400&signature=b3d562b831727f8b6427725a042b064ac8da0ff29befd2b4ebe5f34a4b1bfad8&req=dSEgF8h7lYRaXfMW1HO4zebu%2FThAtiDvRuRL0NYUnjs%2BoD%2FvsWy4eIVIoGWt%0ASS4MUCdbd0vhE3MaJ90%3D%0A)

9\. Then you need to select View Voucher Download Page from the drop-down menu:

[![](https://downloads.intercomcdn.com/i/o/1171158820/91266100fd2c48e13857e030/o9.png?expires=1785146400&signature=3dc08dfc023ed5084f86602f7b719a2d992caacbdaf8cdca27b4e47a59378f49&req=dSEgF8h7lYldWfMW1HO4zSiH%2BLroUvsseg07ZOlc%2BlmiLruS1wCGpb1yk43p%0ASe%2BiHaDCKHehkH6Gzoc%3D%0A)](https://downloads.intercomcdn.com/i/o/1171158820/91266100fd2c48e13857e030/o9.png?expires=1785146400&signature=3dc08dfc023ed5084f86602f7b719a2d992caacbdaf8cdca27b4e47a59378f49&req=dSEgF8h7lYldWfMW1HO4zSiH%2BLroUvsseg07ZOlc%2BlmiLruS1wCGpb1yk43p%0ASe%2BiHaDCKHehkH6Gzoc%3D%0A)

10\. You’ll then be able to download a PDF of the voucher/s, which can be printed out and handed to your customer.

**Need more help?**

Talk to our support team via live chat or call us on **02381 290555** (Mondays - Fridays: 9am - 5pm). You can also contact us using [support@giftpro.co.uk](mailto:support@giftpro.co.uk). For more guidance and advice, go back to the [Help Centre](https://help.giftpro.co.uk/en/).

 

- [Switching to Giftpro](https://academy.giftpro.co.uk/switching-to-giftpro?hsLang=en-gb)
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- [Promotions on your Giftpro Store](https://academy.giftpro.co.uk/promotions-on-your-giftpro-store?hsLang=en-gb)
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