How to Create Draft Order in Shopify

Introduction

A draft order in Shopify is an order created manually by CSRs or store admins. This is useful in various scenarios, such as when a customer wants to place an order over the phone or in person.

This usually occurs when customers directly contact a CSR to place a new eCommerce order on their behalf or request to cancel a previous order and get a new one placed as a replacement.

HotWax Internals

Draft orders are created to test order flow from Shopify to HotWax OMS.

• Make sure that draft orders are not created on production/test/dev instances, if a draft order is placed on a test or dev OMS, the associated Shopify shop should be shut down.

• If specific testing needs to be conducted on UAT, draft orders can also be created there.

Steps to Create Draft Orders

1. Login to Your Shopify Admin

• Open your web browser and navigate to Shopify Admin.

• Enter your credentials to log in to the Shopify admin interface.

2. Accessing the Orders Page

• Once logged in, you'll land on the homepage.

• Navigate to the Orders page to view the complete list of placed orders.

3. Start Creating a Draft Order

• Click on the Create Order button located at the top-right corner.

• This action will open a new window for order creation.

4. Product Selection

• Use the product search bar to find products quickly.

• Alternatively, browse products by clicking the Browse button and select based on:

  • Popular Products

  • Collections

  • Product Type

  • Tags

  • Vendors

• If any specific product details are not provided to you. You can by default select a popular product, and a pop-up window will display parent products and variants with pricing and inventory availability.

• Click the Add button to include the selected product.

5. Customer Information

• In the right section under the Customer bar, use the search bar to find an existing customer.

• you can create a new customer by clicking "Create a new customer" for new orders.

• For new customers, a pop-up window will appear to input customer details such as first name, last name, email, shipping address, etc.

6. Additional Details

(This step is optional.)

• Include notes in the designated section at the top right.

• CSRs can use this section to provide insights into the reasons behind the draft order creation.

7. Payment Collection

Shopify offers multiple payment options:

Payment Options

Mark as Paid

• Click the Collect Payment dropdown button (bottom-right) to proceed.

• Click on Mark as paid

Cash on Delivery (COD)

• Click Payment due later to set payment terms, such as:

  • Due on receipt

  • Due on fulfillment

  • Within 7, 15, 30, 45, 60, or 90 days

  • On a fixed date

Credit Card Payments

Only accept payments via the Bogus Test Payment Gateway for hc-demo(DEMO OMS). Using any other gateway may result in Shopify suspending the store.

• When entering credit card details, a pop-up will prompt you to enter the customer’s card information.

• Use the following test card details:

  Card Number: 1  
  Expiry: 03/26  
  CVV: 123  

8. Creating the Order

• Click the Create Order button at the bottom right to confirm and place the order.