Draft Orders

What are Draft Orders?

You can create orders for your customers and send them invoices from your Spiffy Stores Toolbox. The orders that you create on behalf of your customers are called Draft Orders. Draft Orders are similar to the orders that your customers create for themselves and a Draft Order is converted to an order when it completes the Checkout process and the payment has been processed.

Draft Orders are created by the store administrator, and may include any number of existing products or custom line items. A custom shipping rate or discount rate may also be applied. Once the draft order has been created, an email is forwarded to the customer requesting that they use the provided link to process the draft order using the standard checkout process. They are taken directly to the checkout which is pre-filled with the items in the draft order. Additional shipping costs and discount coupons may be applied, unless overridden when by the original draft order. The customer may then choose the appropriate payment method to complete the order.

Draft Orders are useful when you need to do the following tasks:

• Accept payment for an order that you make over the phone, in person or elsewhere. Once a draft order has been created, you may use it to checkout as the customer, with the customer providing the final payment details.
• Send invoices to customers to pay with a secure checkout link.
• Use custom items to represent additional costs or products that aren't part of your inventory.
• Re-create orders manually from any existing order.
• Sell products at special discount or wholesale rates.
• Take pre-orders.
• Save the orders as a draft and resume working on it later. If you save your order as a draft, then you can update it later from the Draft Orders page in your Toolbox.
• Create ad-hoc invoices to add items to be shipped with an existing order where the customer has forgotten to order something on the original order.

Create a Draft Order

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  Accessing Draft Orders

You can create a Draft Order on behalf of your customer and then send them an invoice for the order. By default, the invoice contains a link to a checkout, where your customer can confirm and pay for their order.

All draft orders will be processed using any applicable Checkout Rules, Coupon Code discounts and Shipping Rates. Both the Coupon Code discounts and the Shipping Rates can be overriden by a custom discount and/or shipping rate that can be specified when the draft order is created.

Draft Orders can contain the following information:

• One or more products, with full customization to select the Variation, Custom Options and Infinite Options that are applicable.
• Custom line items that represent special items or services that are not available as individual products.
• Custom Discounts for the order as either a flat amount, or as a percentage of the order total.
• Custom Shipping Rates which can include free shipping.

Draft Orders must be associated with a Customer Account, so you need to make sure customer accounts are enabled before creating Draft Orders.

Steps to Create a Draft Order

1. From your Spiffy Stores Toolbox, go to Orders.
2. Click Create Draft Order.
3. Add Products to the order. Click on Add Product and then select the product.
4. Select the product customizations by choosing from the available options.
5. Choose the quantity to add.
6. Optionally View Product in another window, to confirm any details.
7. If inventory is available, the button will change from Unavailable to Add Product.
8. Add the product to the order by clicking Add Product