I'm creating a store for a business that handles about 30% of orders as telephone sales.
The draft orders screen will work well for the creation of these orders. BUT
how can I show fields to enter cart attributes - such as delivery instructions, or line item properties such as a personalization message??
I've read the tutorials for adding these fields to the cart and print order templates, so they show as 'Additional details' on the order screen.
But they do not show as options for staff to enter this information on the draft_order screen?
Never got an answer - but figured out that it wasn't possible to modify the draft orders screen itself.
What I did was build an app that is reached via the 'more actions' dropdown.
The only drawback is that you have to save the draft order first to then modify and create the additional fields using the app - so you need to structure your call to get the basics saved then add details.
Let me know if you need help as it was a steep learning curve for me working out how to develop it, but it is now in daily use and seems stable.
Thank you for your feedback. I tried to find another solution, since my main problem is not being able to send the properties to a third party via email.
But I am stuck at the moment and I am not sure if I can tweak shopify to follow my usecase. You offered to help, so do you offer consultancy?
I need to discuss my usecase and find out if I can do something different.
Kind regards Michael
Hi Leo and others,
I have faced similar issue and created an app specifically for this, Draftable (https://apps.shopify.com/draftable), which converts Abandoned Checkout into Draft Order.
The idea is that we (or the sales rep) can go to our store just like a normal customer would, then select the items we want and add to cart, we can customize the product options (line item properties, delivery instructions etc) at the store, then initiate checkout, and fill out the customer info or shipping info as needed, then don't complete the checkout.
As the checkout is not completed, Shopify will save the checkout as abandoned checkout, we can access this checkout data at Shopify Store Admin > Orders > Abandoned Checkout, and select this specific checkout. Next, we click 'More actions' > 'Create Draft Order', this will generate a draft order using the data from the abandoned checkout, which includes the custom line item properties and other cart info.
Hope this helps!
p/s: You can enable order notes in your cart page to allow input for custom notes like delivery instruction etc : https://help.shopify.com/en/manual/online-store/themes/os/customize/get-more-information-with-order-...
Add items to cart, with custom line item properties, and initiate checkout, but dont complete the payment step. So that it will create abandoned checkout, and then you access it on the Shopify admin later :