Draft orders

Add pickup, delivery and shipping details to your Shopify draft orders

Jelizaveta avatar
Written by Jelizaveta
Updated over a week ago

Draft orders will not contain Zapiet - Pickup + Delivery details by default. To make sure a draft order shows up in our app, you will need to add pickup, delivery, or shipping details manually.

When creating draft orders, the pickup, delivery, or shipping rate will not be added by default. You will need to manually add the rate.

If you're using rates with Carrier Service API, the only rates Zapiet - Pickup + Delivery can show are the fallback rates—those can be either shipping or local delivery.

If you're using Zapiet - Pickup + Delivery rates, we will show all available rates for draft orders.

Follow the Shopify Draft orders article to create a draft order for your customer and add products. Then, you can add:


Store Pickup

Add a pickup rate

  1. Click Create a new customer to add a customer and a pickup address to your draft order.

    • If you don't add the customer and pickup address, the rates set in Zapiet - Pickup + Delivery will not show.

  2. Add the customer's First name and Last name.

  3. Add the pickup address (your store's address), then click Save customer.

  4. Under the Payment section, click Add shipping or delivery.

  5. You should see a choice of all applicable rates. Select the pickup rate and click Apply.


Add pickup details

  1. Within the draft order, click More actions and select Zapiet - Pickup + Delivery.

  2. The order will now open in Zapiet - Pickup + Delivery, and you'll be able to edit the details. Select Pickup as the checkout method and the desired pickup location.

  3. When you select the location, date and time fields will appear. Select the desired pickup date and pickup time.

  4. Click Save.

You should now be able to see the order in Zapiet - Pickup + Delivery > Draft orders with the pickup details.

When you mark the order as paid in Shopify, it will become a regular order and show in Zapiet - Pickup + Delivery > Orders.


Send an invoice

When you add the pickup address and a pickup rate to your draft order, the Complete your purchase link in the invoice email will lead your customers directly to the payment page, with the pickup address and the rate included.

Limitations

  • We cannot use language locales for draft orders. The default wording will show at checkout.

  • Pickup address prepopulation will not work for draft orders. If you don't add the pickup address to the order, customers will need to enter it themselves.

  • If you leave the Add shipping or delivery field blank (not recommended), when you send the invoice to the customer they will need to select the rate themselves.


Local delivery

Add a delivery rate

  1. Add a customer to your draft order, including their delivery address.

    • If you don't add the customer and their address, the rates set in Zapiet - Pickup + Delivery will not show.

  2. Under the Payment section, click Add shipping or delivery.

  3. You should see a choice of all applicable rates. Select the applicable delivery rate you want and click Apply.


Add delivery details

  1. Within the draft order, click More actions and select Zapiet - Pickup + Delivery.

  2. The order will now open in Zapiet - Pickup + Delivery, and you'll be able to edit the details. Select Delivery as the checkout method and the desired delivery location.

  3. When you select the location, date and time fields will appear. Select the desired delivery date and delivery time.

  4. Click Save.

You should now be able to see the order in Zapiet - Pickup + Delivery > Draft orders with the delivery details.

When you mark the order as paid in Shopify, it will become a regular order and show in Zapiet - Pickup + Delivery > Orders.


Send an invoice

When you add the delivery address and a delivery rate to your draft order, the Complete your purchase link in the invoice email will lead your customers directly to the payment page, with the delivery address and the rate included.

Limitations

  • We cannot use language locales for draft orders. The default wording will show at checkout.

  • If you leave the Add shipping or delivery field blank (not recommended), when you send the invoice to the customer they will need to select the rate themselves.


Shipping

Add a shipping rate

  1. Add a customer to your draft order, including their shipping address.

  2. Under the Payment section, click Add shipping or delivery.

  3. You should see a choice of all applicable rates.

  4. Select the shipping rate you want and click Apply.


Add shipping details

  1. Within the draft order, click More actions and select Zapiet - Pickup + Delivery.

  2. The order will now open in Zapiet - Pickup + Delivery, and you'll be able to edit the details. Select Shipping as the checkout method and the desired shipping date.

  3. Click Save.

You should now be able to see the order in Zapiet - Pickup + Delivery > Draft orders with the shipping details.

When you mark the order as paid in Shopify, it will become a regular order and show in Zapiet - Pickup + Delivery > Orders.


Send an invoice

When you add the shipping address and a shipping rate to your draft order, the Complete your purchase link in the invoice email will lead your customers directly to the payment page, with the shipping address and the rate included.

Limitations

  • We cannot use language locales for draft orders. The default wording will show at checkout.

  • If you leave the Add shipping or delivery field blank (not recommended), when you send the invoice to the customer they will need to select the rate themselves.


Notes

Adding details

  • You'll be able to add the delivery details which you have turned on in the settings (e.g. if you don't have the date picker, you won't be able to select the date).

  • For pickup and shipping, you'll need to add all the details, regardless of the settings.

  • If the draft order has been marked as paid, add Zapiet - Pickup + Delivery details to the real Shopify order created from this draft order, not the draft order.


Limitations

  • We cannot use language locales for draft orders. The default wording will show at checkout.

  • Pickup address prepopulation will not work for draft orders, if you don't add pickup address to the order; customers will need to enter it themselves.

  • All additional rules will not be applied when adding details to draft orders (e.g. blackout dates, preparation times, product date restrictions)—all date and time slots will be available.

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