E-commerce
Creating a Draft Order in the Shopify Admin
Creating a Draft Order in the Shopify Admin
Creating a Draft Order in the Shopify Admin
December 23, 2025
December 23, 2025
Discover how to create and manage draft orders and send invoices to customers effectively. This guide will walk you through the process, helping you streamline your sales process and enhance customer satisfaction.
Estimated Read Time: 3 min
Contents
Understanding Draft Orders
Creating a Draft Order
Your Turn!
Understanding Draft Orders
Draft orders allow you to manually create product orders directly within the Shopify admin, providing flexibility to bypass standard sales processes. This feature is especially useful for:
Customers making bulk purchases.
Unique product requests that aren’t typically listed in your store.
Applying custom discounts and pricing.
Issuing invoices that accommodate various payment methods.
By utilizing draft orders, you can effectively sell directly to customers or businesses, streamlining the sales process. If a customer encounters difficulties with their order, draft orders can also be a valuable tool for phone orders or as part of your customer service strategy.
Creating a Draft Order
Creating a draft order in Shopify is straightforward. Follow these steps:
Log into your Shopify admin and navigate to the Orders section on the left side menu.
Click on Drafts to access existing draft orders.
Select Create a new Draft Order to begin the process.
You will be directed to the Create Order page, where you can:
Add products to the order.
Assign quantities for each product.
Apply discounts as necessary.
Create custom products if needed (note that these will not appear in your product catalog).
If there are specific shipping costs or unique discounts, you can apply them directly within this interface, making it ideal for bulk orders or special customer service situations.
After finalizing the draft order, you can send it as an invoice via email to your customer. The email will include the invoice and any custom message you wish to add. You can also choose to lock in prices at the time the invoice is sent and decide whether to allow discount codes for the order.
Your Turn!
Draft orders are a versatile tool that can enhance your sales strategy and customer service efforts. Encourage your team to become familiar with this feature and explore its many applications.
To get started, create an actual draft order for a product in your store and email it to yourself. Review the output—did it meet your expectations? Consider applying a discount to the order after consulting the Shopify Help Center for additional insights.
Go further
Discover how to create and manage draft orders and send invoices to customers effectively. This guide will walk you through the process, helping you streamline your sales process and enhance customer satisfaction.
Estimated Read Time: 3 min
Contents
Understanding Draft Orders
Creating a Draft Order
Your Turn!
Understanding Draft Orders
Draft orders allow you to manually create product orders directly within the Shopify admin, providing flexibility to bypass standard sales processes. This feature is especially useful for:
Customers making bulk purchases.
Unique product requests that aren’t typically listed in your store.
Applying custom discounts and pricing.
Issuing invoices that accommodate various payment methods.
By utilizing draft orders, you can effectively sell directly to customers or businesses, streamlining the sales process. If a customer encounters difficulties with their order, draft orders can also be a valuable tool for phone orders or as part of your customer service strategy.
Creating a Draft Order
Creating a draft order in Shopify is straightforward. Follow these steps:
Log into your Shopify admin and navigate to the Orders section on the left side menu.
Click on Drafts to access existing draft orders.
Select Create a new Draft Order to begin the process.
You will be directed to the Create Order page, where you can:
Add products to the order.
Assign quantities for each product.
Apply discounts as necessary.
Create custom products if needed (note that these will not appear in your product catalog).
If there are specific shipping costs or unique discounts, you can apply them directly within this interface, making it ideal for bulk orders or special customer service situations.
After finalizing the draft order, you can send it as an invoice via email to your customer. The email will include the invoice and any custom message you wish to add. You can also choose to lock in prices at the time the invoice is sent and decide whether to allow discount codes for the order.
Your Turn!
Draft orders are a versatile tool that can enhance your sales strategy and customer service efforts. Encourage your team to become familiar with this feature and explore its many applications.
To get started, create an actual draft order for a product in your store and email it to yourself. Review the output—did it meet your expectations? Consider applying a discount to the order after consulting the Shopify Help Center for additional insights.
Go further
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No-code solution, no technical knowledge required. AI trained on your e-shop and non-intrusive.
*Unsubscribe anytime. We don't spam.