Occasionally, you may get a request from a
customer to create an order for them.,You can achieve this by creating a draft order.,Draft orders allow you to manually create
an order for your customer and send them an,invoice directly from your admin.,Hey there, HOST NAME here from Shopify.,Today we are going to talk about what a draft
order is and how to create one from your admin.,Draft orders are like saved carts for your
customers, and they are converted to an order,once the customer has paid.,With draft orders, you can manually add products,
choose shipping, apply taxes and even pick,payment terms.,You can create a draft order either by duplicating
an existing order or creating a new draft,order.,When you duplicate an order, the draft order
contains the same product and customer information,as the original order; however, discounts
and shipping rates are not duplicated.,To duplicate an order, start in your Shopify
admin and click "Orders".,Click on the order that you wish to duplicate.,Click the "More Actions" menu in the top right
corner.,Then click, "Duplicate".,If you're duplicating an existing draft order,
then click on "Drafts" under "Orders", and,follow the same steps.,Once you've duplicated the order, a copy of
the draft order will open.,Remember, the draft will contain the same
product information and customer information,as the original order.,You'll need to apply any shipping fees and
discounts that are needed.,To create a new draft order, start in your
shopify admin and click "Orders".,In the top right corner, click "Create Order".,A new draft order will open.,Start by adding products to your draft order.,For existing products, you can use the search
bar, or use the "browse" button to find your,products.,Be sure to check the inventory levels of any
products that you're adding to the order.,If the product has an inventory of 0, then
the draft order will create a negative inventory.,After you've made your selection, click "Add".,You can also add custom items to draft orders
by clicking "Add Custom Item".,From here, we'll add the custom item's name,
price, and quantity.,You can also select if the custom item is
taxable, and if it requires shipping.,If the item requires shipping, make sure to
enter the weight of the product to ensure,that accurate shipping rates are calculated.,When you're ready, click "Done" to add the
custom item to your draft order.,On the draft order page, you can easily adjust
the quantity of any of the products, or remove,them.,Once you've added your items, you can also
reserve them by clicking "Reserve Items".,This temporarily places a hold on the items
but doesn't adjust their actual inventory,levels in your Shopify admin.,If you want to use location-based shipping
rates for the order, then you'll need to add,an existing customer or create a new one.,You can look up or create new customers using
the search bar.,If you accidentally add the wrong customer,
you can easily remove them and try again.,You can organize your orders by adding "Tags"
to them.,To learn more about tags, click on the link
in the description below .,You can either select from previously created
tags by clicking in the text box or you can,create a new one by typing the name of the
tag in the text box and then selecting them.,Next, you can apply discounts to your draft
orders.,You can apply discounts to individual products,
or to the whole order.,First, we'll show you how to add discounts
to an individual product.,To add discounts to individual items, click
the product's price, beneath its title.,You can apply a discount as an amount off
the selling price, or a percentage off of,the selling price.,You can include a reason for the discount
if you choose.,When you're finished, click "apply".,You’ll now see the discounted price in blue
beside the original price, which is crossed,out.,To add a discount to the entire order, click
“Add discount” under the “Payment”,section.,This discount is applied in addition to any
item-specific discounts that have already,been added to the order.,If the order requires shipping, click "Add
Shipping".,Here, you’ll see the options to choose from
any location-based shipping your store offers,,free shipping, or an option to create a custom
shipping rate for the order.,Once you've made your selection, click "Apply".,Finally, 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 "Tax", and uncheck the option.,If you need more time to prepare your draft
order, then you can save it for later by clicking,"Save".,When you are ready, you can send the draft
order to a customer via email, or manually,collect payment.,Now you know how to create a draft order.,Thank you for watching!
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