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.

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