Draft orders will not appear in Zapiet - Pickup + Delivery Dashboard by default. To make sure a draft order shows up in our app, you will need to add Zapiet - Pickup + Delivery details manually.
When creating draft orders, the shipping rate will not be added by default. You will need to manually add the rate.
The only rates Zapiet - Pickup + Delivery can show are the fallback rates—those can be either shipping or local delivery. You can manage your fallback rates in Zapiet - Pickup + Delivery > Rates under Fallback rates.
You can follow the Shopify Draft order article to create a draft order for your customer.
Store Pickup
Add a pickup rate
Since we only show fallback rates, the Store Pickup rate will not show by default—it will need to be added manually.
Under Payment, click Add shipping.
Add the rate name, the price and click Apply.
When you add the rate, the Complete your purchase link in the invoice email will lead directly to the payment page, with the rate included in the total.
Add pickup details
Within the draft order, click More actions and select Zapiet - Pickup + Delivery.
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.
When you select the location, date and time fields will appear. Select the desired pickup date and pickup time.
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.
Local delivery
Add a delivery rate
Add a customer to your draft order, including their delivery address.
Under Payment, click Add shipping.
If your fallback rates in Zapiet - Pickup + Delivery are set to delivery, you should see a choice of all applicable Local delivery rates.
Select the one you want and click Apply.
When you add the rate, the Complete your purchase link in the invoice email will lead directly to the payment page, with the rate included in the total.
If you don't add the customer and their address, the rates set in Zapiet - Pickup + Delivery will not show.
If the fallback rates are not set to delivery or you want to add another rate not set in Zapiet - Pickup + Delivery, you can add any other custom rate—similar to adding a Store Pickup rate.
Add delivery details
Within the draft order, click More actions and select Zapiet - Pickup + Delivery.
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.
When you select the location, date and time fields will appear. Select the desired delivery date and delivery time.
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.
Shipping
Add a shipping rate
Add a customer to your draft order, including their shipping address.
Under Payment, click Add shipping.
If your fallback rates in Zapiet - Pickup + Delivery are set to shipping, you should see a choice of all applicable Shipping rates.
Select the one you want and click Apply.
When you add the rate, the Complete your purchase link in the invoice email will lead the customer directly to the payment page, with the rate included in the total.
If you don't add the customer and their address, the rates set in Zapiet - Pickup + Delivery will not show.
If the fallback rates are not set to shipping or you want to add another rate not set in Zapiet - Pickup + Delivery, you can add any other custom rate—similar to adding a Store Pickup rate.
Add shipping details
Within the draft order, click More actions and select Zapiet - Pickup + Delivery.
The order will now open in Zapiet - Pickup + Delivery and you'll be able to edit the details. Select Shipping as the checkout method.
Select the desired shipping date and 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.
Notes
Adding rates
For delivery and shipping, you could leave the Add shipping field blank, too. That way, when you send the invoice to the customer, they will be able to select the rate themselves as the link to complete their purchase will redirect to the rates page in the checkout. Keep in mind that in this case, we can only show the fallback rates.
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.
All the additional rules will not be applied when adding details to draft orders (e.g. blackout dates, preparation times, product date restrictions)—all dates and time slots will be available.