Offline Sale / Fulfilment

Solved
Clare_Meaney
New Member
8 0 0

Hi All, What is the best way to process this type of order, so that I can keep the sales data / reduce inventory in Shopify, but no payments will actually be processed through any Shopify Channel.

 

Features of the order:

- Not online, a private individual contact

- Payment is not through any of the connected Shopify channel

- Inventory is being reduced from the Shopify inventory

 

The goal is to be able to reflect the sale in the sales reports for the exact month, including the items purchased. And, reduce the inventory on the Shopify database. And include the customer data for future marketing. And lastly, not get charged any transaction fee, as another channel is being used.

 

What is the quickest / best way to achieve the above?

 

Thanks, Mike

Accepted Solution (1)

Accepted Solutions
Luna
Shopify Staff
286 30 38

This is an accepted solution.

Hey, @Clare_Meaney.

 

I noticed you are a new member, welcome to our Community forum! Thanks for bringing your question here. I'm happy to provide you with a suggestion for processing this order. 

 

You could consider using our Draft order feature. This allows you to run payments through the backend and send invoices to your customers. When you accept a payment, an order is then created for it on the Orders page. To learn more, check out a great tutorial here. Here are the steps you can take to create a draft order: 

 

  1. From your Shopify admin, go to Orders > Drafts

  2. Click Create Order.

  3. Add products to the order.

  4. Customize the order:

    • Add a customer.
    • Apply discounts.
    • Turn taxes on or off.
    • Add tags or a note.
  5. You can accept payment for draft orders by marking an order as paid if you have already received payment.
  6. Click Save to convert your draft order to your Orders list. 

This will allow you to keep track of the sale within Shopify, reduce inventory, and avoid transaction fees as the payment was collected outside of Shopify through manual methods

 

Let me know if this works for you! Otherwise, we can brainstorm other options together. In the meantime, I'd love to hear more about your business. How has everything been going? 

 

Luna | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

View solution in original post

Replies 3 (3)
Luna
Shopify Staff
286 30 38

This is an accepted solution.

Hey, @Clare_Meaney.

 

I noticed you are a new member, welcome to our Community forum! Thanks for bringing your question here. I'm happy to provide you with a suggestion for processing this order. 

 

You could consider using our Draft order feature. This allows you to run payments through the backend and send invoices to your customers. When you accept a payment, an order is then created for it on the Orders page. To learn more, check out a great tutorial here. Here are the steps you can take to create a draft order: 

 

  1. From your Shopify admin, go to Orders > Drafts

  2. Click Create Order.

  3. Add products to the order.

  4. Customize the order:

    • Add a customer.
    • Apply discounts.
    • Turn taxes on or off.
    • Add tags or a note.
  5. You can accept payment for draft orders by marking an order as paid if you have already received payment.
  6. Click Save to convert your draft order to your Orders list. 

This will allow you to keep track of the sale within Shopify, reduce inventory, and avoid transaction fees as the payment was collected outside of Shopify through manual methods

 

Let me know if this works for you! Otherwise, we can brainstorm other options together. In the meantime, I'd love to hear more about your business. How has everything been going? 

 

Luna | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

View solution in original post

Clare_Meaney
New Member
8 0 0

This sounds perfect! Thanks! @Luna 

Luna
Shopify Staff
286 30 38

Hey, @Clare_Meaney.

 

Perfect! Thanks for letting me know. Don't hesitate to reach back out if you have questions along the way.

 

Take care,

Luna | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog