SHOPIFY API DRAFT ORDER MANUAL
The Draft Orders API is a developer tool that can be used to create manual orders in new places. Otherwise, you can hit “Pay with Credit Card” if you have their info already - for example if you’re taking an order over the phone. You can also mark it as pending if you are awaiting payment from your emailed invoice. If someone has paid you with cash, a cheque or a bank transfer, you can mark the order as paid. The customer will receive the invoice, which includes a link for them to pay with their credit card.įrom your Orders page, you can mark the type of payment that applies. Simply hit “Email Invoice” at the bottom of the page, and add a custom message if you would like. Once you’ve applied customer info to an order, placed the items and checked that the amounts for the products, shipping and taxes are correct, you can email an invoice. You’ll need their email address to send them an invoice link. The “Find or Create A Customer” section is where you add customer details, including shipping and contact information. Shipping and taxes are calculated based on the customer’s address - if that’s not on file you’ll need to select the correct shipping and taxes rates, or choose the defaults. In the same section, you’ll find a place to add shipping and taxes. You’ll see a line where you can add a discount for the whole order.
The dialog box that opens will give you the chance to add percentage-based or flat rate discounts to individual items.Īlternatively, you can go to the bottom of the order in the “totals” section. The items you select will have their price next to them, which you can click. Use the tickboxes to select multiple products. You can search your inventory or click “add custom product”. Once payment goes through, it is moved to the Orders page and you fulfill it as usual.Īfter you’ve hit “Create Order” go to the Order Details section. Once it’s saved as a draft, you can get back to it from the Drafts page of the Shopify Admin. You can create a new order by going to your Shopify Admin, clicking Orders then Create Order.įrom there, you can add products, customer info, shipping info etc. If you’re training a new employee, for example, and want to make sure they are getting custom orders right, you can have them prepare a draft and then take a look at it before sending it off. When you’re ready, you can send the invoice over.ĭrafts are also useful for teams that may need another pair of eyes on an order before it goes out.
SHOPIFY API DRAFT ORDER UPDATE
During your first conversation you can set up an order with as many details as you have, then continue working through your fulfilment process and update the order as you go. Say you are approached by someone who wants a custom order or wholesale arrangement that may take some coordination. When you set up an order manually, you can process it then and there, send an invoice and wait for payment, or save it as a draft.īeing able to save an order as a draft is especially helpful for businesses who are forming ongoing discussions with a client or aren’t quite ready to accept payment yet.
SHOPIFY API DRAFT ORDER PLUS
if you do this a lot, consider using the Shopify Plus Wholesale Channel)
Setting up an order manually means you can do any of the following: Why would you need to create a draft order?
Or, you want to send them a freebie as a special thank you gift, but also want to keep track of your inventory in the same way.
Or, you want to offer them a discount when they purchase in high volumes. You can have an online store set up for every possibility you think of - but then someone wants to order over the phone instead of online. “Sure, we can make that happen.” The ability to be flexible when taking orders is absolutely essential for a growing business.
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