Why can't I see Draft Orders in the POS?

Matt37
Explorer
54 0 30

We often email draft orders to customers who call on the phone for custom work, but then they call in to place the order. I have to retype the whole order into the POS, in order to take a deposit on an order. 

 

When I email a cart to a customer, it creates a draft order in shopify, but disappears from the POS.  Why can't I pull up a draft order so we can complete the order instore? 

That would be a feature I would pay for in the new POS. 

 

ZainManji
Shopify Partner
22 0 24

Hi Matt, we created a new app to solve exactly this. It's called Custom and Draft Orders For POS, (https://apps.shopify.com/draft-and-custom-orders-for-pos)

 

Before this app, you would have to go into the Admin (on the computer) to create or edit a draft order, and then in order to checkout/charge a customer, you would have to email/send them the invoice link or charge them through your computer.

 

Now with this app, you can create a custom draft order right within POS, and you can add that draft order straight to the POS cart in order to checkout/charge the customer inside your retail store or in person. Much easier and simpler!

 

More info: https://www.lazertechnologies.com/blog/draft-and-custom-orders-for-shopify-pos

 

With Custom and Draft Orders For Shopify POS you can now do the following all within the Shopify POS app for any device:

  1. Add existing products from your current inventory
  2. Create and attach a new service (including the length of the service, the per-hour rate, and any supplementary notes)
  3. Create and attach any new custom products that aren't currently in your inventory
  4. Specify a workflow status with your custom draft order (i.e. New, Estimate, Open, Pending, Completed)
  5. Create a new and/or attach an existing customer to the custom draft order
  6. Set a discount on the overall custom draft order
  7. Email the breakdown of the custom draft order to the selected customer
  8. Add the custom draft order straight to the POS cart
  9. And more

 

Let me know if you have any questions or if I can be helpful!

0 Likes