Draft Orders

Draft orders are created by marketplace operators to create an order on the backend without a buyer performing a checkout on the storefront. For example, if you take orders over the phone, you can create a draft order and confirm the details with the buyer before converting the draft to a finalized order.

Similar to quote orders, when preparing a draft order you have the option to override shipping costs and product prices.

Products added to draft orders may update inventory levels, marking the selected products as allocated for purchase. This depends on your marketplace stock allocation settings.

PERMISSION REQUIREMENTS

Marketplace operators must be assigned the following permissions through their permission group to prepare draft orders:

• Manage draft and quote orders
• Manage orders
• Manage marketplace

• Manage payments
• Manage products
• Manage customers

Draft order flow

The draft order process typically works in the following stages:

1. The buyer contacts the marketplace operator expressing interest in purchasing an item.
2. The marketplace operator creates a draft order on the backend.
3. The marketplace operator confirms the details of the draft order with the buyer.
4. The marketplace operator converts the draft order to a finalized order.

Create a draft order

1. From the dashboard, go to Orders -> Drafts.
2. Select Create order.
   The draft order is assigned a number and is generated in an empty state.

Next steps

To complete the order, you must add products, a customer, shipping, and then finalize the order.

Add products

You can add products manually as described below, or in bulk using a CSV upload.

1. Open the draft order.
2. Select Add products.
3. Select one or more product variants to add to the order. You can use the search bar to narrow down the list of products.
4. Select Add.

Add customer

Draft orders are not available for guests. To create a draft order, you must choose a customer account.

1. Ensure the customer has an active account. If not, set up the customer account.
2. Open the draft order.
3. Under Customer, select the customer from the dropdown list.
4. Choose the customer from the list. You can start typing for instant search.

Edit customer addresses

The Shipping Address and Billing Address sections display after you select a customer.

If the customer has default addresses saved to their profile, these addresses will automatically populate the shipping and billing addresses.

To modify the shipping or billing address, click Edit in the respective address section.

Select shipping methods

You must select a shipping method for each seller order with physical products.

note

Before you can select shipping, the Shipping Address must be filled in. The customer address is required to determine the available shipping methods for each seller.

1. Open the draft order.
2. At the bottom of the Order Details section, select the Add shipping carrier for {seller} link.
3. In the Edit Shipping Method dialog:
   1. Choose the Shipping Method from the list of available options.
   2. (Optional) to customize the shipping price, edit the Shipping Price field.
4. Select Confirm.
5. Repeat steps 2-5 for each seller.

Result

The order total is updated with the shipping fees.

Adjust product prices

When you add products to a draft order, their price is automatically set based on the configured product price.

If the product type allows price overrides, you can enter a new price for the product line items. Otherwise, you cannot modify product prices.

Add a discount code

1. Open the draft order.
2. At the bottom of the Order Details section, select Apply Voucher.
3. In the Apply Discount window, enter the discount code in the Voucher Code field.
4. Select Apply.

Result

The system validates the voucher and applies it to the order, if valid.

Complete a draft order

Once you finalize the order, it becomes a regular marketplace order with one or more seller orders.

1. Open the draft order.
2. Select Finalize.
3. In the confirmation dialog, select Finalize.

Next steps

Add a payment method to the order and proceed with fulfillment.

Cancel a draft order

Cancel the draft order to delete the order and release any allocated stock.

1. From the dashboard, go to Orders -> Drafts.
2. Open the draft order.
3. Select Cancel order.
4. In the confirmation dialog, select Cancel order.

Add a purchase order number

1. Open the draft order.
2. Under Purchase Order, select Add.
3. Enter the purchase order number.
4. Select Save.