Getting Started with WebDesk Smart Phone Order

This guide will help you quickly understand how to create orders via bulk import or manual entry using the WebDesk Smart Phone Order app for Shopify.

Step 1: Install and Access the App

• Go to the Shopify App Store

• Search for “WebDesk Smart Phone Order” or install from here.

• Click “Install App” and complete the authorization process

• Open the app from your Shopify admin panel

Step 2: Choose Your Order Mode

From the main dashboard, choose one of the following options:

Bulk Order

• Upload a CSV file containing multiple order entries

• Ensure the file matches the required format (headers for customer info, items, shipping, etc.)

• Click “Import” to process and create all orders in one go

Phone Order

• Create a single order manually by entering the following details:

  • Customer Info: Name, email, phone (optional)

  • Order Items: Add one or more products manually

  • Billing Address: Full address with optional company field

  • Shipping Address: Can be same or different from billing

  • Discounts & Shipping Fees: Enter custom discount codes or flat amounts

  • Payment Info: Mark as paid/unpaid or enter transaction reference (if applicable)

Step 3: Review and Submit

• After filling in all details, review the order details

• Confirm all values before submitting

• Click “Place an order” to finalize

You’re All Set

You’ve successfully created orders using WebDesk Smart Phone Order. Whether through CSV import or manual entry, your order management just got smarter and faster.