Draft Orders with cart attributes and line item properties?

leo_white
New Member
5 0 0

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?

Thanks,
Leo

 

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leo_white
New Member
5 0 0

Anyone able to tell me if modifying the draft_orders screen is even possible?

Thanks

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Michael_Laubach
New Member
2 0 0

Hi Leo,

I am wondering if you ever got an answer? Having the same issue and would be grateful for a hint!

Thanks

Michael

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leo_white
New Member
5 0 0

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.

Cheers,
Leo

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Michael_Laubach
New Member
2 0 0

Hi Leo,
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

laubacher@gmail.com

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MikeM1
New Member
1 0 0

Hello Leo,

 

Can you provide details how you accomplished this? I’m in need of something similar. I create draft orders but need to add custom information to each line item product added.

 

Thanks,

Mike

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ronaldgto
New Member
6 0 0

Hi Leo,

I need to do exactly the same, is this app that you created public in the app store?

Any help is very much appreciated it

Ronald

 

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JayJames
New Member
6 0 0

Hi Ronald,

We use an app called Edit Order. It's a bit tricky because you have to put part of the order into a draft, save it, and then continue in Edit Order to add any additional details. In our case we add a delivery date and a gift message.

I hope that helps.

Jay

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soulchild37
Excursionist
26 1 1

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 : 
screenshot_a1.png

screenshot_a2.png

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