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Draft orders

Draft orders will not appear in Store Pickup + Delivery Dashboard by default. To make sure a draft order shows up in our app, you will need to add Store Pickup + Delivery details manually. 

Additionally, when creating draft orders, shipping rate will not be added by default. You will need to manually add the rate.

The only rates Store Pickup + Delivery can show are the fallback rates—those can be either shipping or local delivery. You can manage your fallback rates in Store Pickup + Delivery > Rates under Fallback rates.

Draft order in Shopify

You can follow 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. 

  1. Click Add shipping, put in the name of your rate, add the price and click Apply.
  2. 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

  1. Within the draft order, click More actions and select Store Pickup + Delivery.
  2. The order will now open in Store 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.
  5. You should now be able to see the order in Store 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 Store Pickup + Delivery > Orders.


Local delivery

Add a delivery rate

  1. Add a customer to your draft order, including their delivery address. 
  2. If your fallback rates in Store 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
  3. 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.

Please note that if you don't add the customer and their address, the rates set in Store Pickup + Delivery will not show. 

If the fallback rates are not set to delivery or you want to add another rate not set in Store Pickup + Delivery, you can add any other custom rate—similar to adding a Store Pickup rate.

Add delivery details

  1. Within the draft order, click More actions and select Store Pickup + Delivery.
  2. The order will now open in Store 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.
  5. You should now be able to see the order in Store 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 Store Pickup + Delivery > Orders.


Shipping

Add a shipping rate

  1. Add a customer to your draft order, including their shipping address.
  2. If your fallback rates in Store Pickup + Delivery are set to shipping, you should see a choice of all applicable Shipping rates. Select the one you want and click Apply.
  3. 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.

Please note that if you don't add the customer and their address, the rates set in Store Pickup + Delivery will not show. 

If the fallback rates are not set to shipping or you want to add another rate not set in Store Pickup + Delivery, you can add any other custom rate—similar to adding a Store Pickup rate.

Add shipping details

  1. Within the draft order, click More actions and select Store Pickup + Delivery.
  2. The order will now open in Store Pickup + Delivery and you'll be able to edit the details. Select Shipping as the checkout method.
  3. Select the desired shipping date and click Save.
  4. You should now be able to see the order in Store 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 Store Pickup + Delivery > Orders.


Considerations

  • Draft orders are not counted towards the pickup/delivery/shipping limits count until they are marked as paid and turned into regular orders.

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.

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.
S
Sandy is the author of this solution article.

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