Sometimes, you need to manually create an order for your customer.
You can do this through draft orders.
When you create a draft order, you manually add the products, choose shipping, taxes,
and apply payment.
Subscribe now for the next video on how to accept payments with draft orders.
Draft orders are useful if you need to:
Accept payment for an order that you make over the phone or in person.
Send invoices to customers to pay with a secure checkout link.
Use custom items to represent additional costs or products that aren't displayed in your
inventory.
Manually recreate mistaken orders from any of your active sales channels.
Sell products at a discount or wholesale rate .
Or if you need to take pre-orders.
There are two ways to create a draft order: You can duplicate an existing order, or you
can create a brand new draft order from scratch.
When you duplicate an order, you create a draft order that has the same items and customer
information as the original order.
However, discounts and shipping rates are not duplicated in the draft order.
To duplicate an order, start from your Shopify admin and go to the Orders page.
Open the order or draft order that you want to duplicate.
If you’re duplicating an order, then click More actions > Duplicate.
If you’re duplicating a draft order, then click Duplicate.
A copy of your order opens.
Be sure to apply any discounts or shipping rates if needed.
To create a new draft order, start from your Shopify admin.
Click Orders, and then click Create order.
A new draft order opens.
In the Order details section, enter the name of the product that you want to add to your
order.
Check the individual products or variants you want to include in the order.
Carefully check the quantity of products you’re adding to the order.
If you add a product that has an inventory of zero, then the draft order creates a negative
inventory.
When you’re done choosing products, click Add to order.
You can also click Browse products to view a list of your store's products and collections.
To remove a product from the order, click the X button beside it in Order details section.
To create a custom item for the order, click Add custom item.
You can manually name and enter pricing details.
For example, this customer requested a monogrammed t-shirt.
A custom item is created for the monogram cost because it is a special request.
Click Save line item to add the custom item to the order.
If you want to reserve the items on the draft order, click Reserve items.
This temporarily places a hold on the items but doesn't adjust their inventory levels
in your Shopify admin.
Next, select how long you want the items to be reserved and click Save.
You can add an existing customer to the order, or create a new customer.
You need to add a customer if you want to use a location-based shipping rate for the
current order.
In the Find or create a customer section, start entering the name of an existing customer
and click their name to select them.
Click X to remove a customer.
If you're creating a new customer, click Create a new customer and enter the profile details.
Click Save customer.
This customer is now saved to your store.
You can organize your orders by adding tags.
To learn more about tags, see the link in the description.
Under Tags, enter tags separated by a comma.
To select from your previously used tags, click View all tags.
Click the tags that you want to add, and then click Apply changes.
You can apply discounts to individual items on the order, or to the entire order.
To apply a discount to an item, click the price beside the item's name.
Set the discount as a currency amount, or a percentage of the listed item price.
You can enter a reason for the discount under Reason.
To finish, click Apply.
To add a discount to the entire order, click Add discount.
Set the discount as a currency amount, or a percentage of the total order price.
This discount is applied on top of any item-specific discounts.
If you want to enter a reason for the discount, add it under Reason.
To finish, click Apply.
If the order requires shipping, you can choose a preset shipping rate or create a custom
rate.
To use a location-based shipping rate, you need to add a customer and a shipping address
to your order.
Click Add shipping and select one of your existing shipping options, or create a custom
rate.
If you select Custom, then enter the custom rate name and the shipping rate.
When you’re done, click Apply.
By default, draft orders include taxes based on your store's tax settings and the customer's
shipping address.
If you don't have a shipping address on file, then taxes are based on the customer's billing
address.
If you don’t want to charge taxes on the order, click Taxes and uncheck Charge taxes.
Next, Click Apply to save your changes.
If you’re ready to accept payment on the order, then watch the next video in the series
to learn how to invoice and accept payment on a draft order.
If you’re not ready to accept payment, then save the order as a draft and accept payment
later.
Click Save to save the order as a draft.
To resume working on it later, go to Orders> Drafts and click the number of the draft order
that you want to open.
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If you still have questions, comment below or contact the Shopify support team directly.