Draft Orders

Creating 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.