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How can I create and manage draft orders from POS?

How can I create and manage draft orders from POS?

TBS2022
Trailblazer
243 2 36

Hello

I would like to be able to create, view and convert draft orders from my POS .

I have tried a few apps but most of them are only to access already created drafts ( created on web back office).

Any help would be appreciated.

Thanks

Replies 3 (3)

ZainManji
Shopify Partner
58 0 55

Hi there, this app, Draft And Custom Orders For POS, (https://apps.shopify.com/draft-and-custom-orders-for-pos) can likely help.

 

Before this app, you would have to go into the Shopify 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. 

 

It also now accurately reflects the amount properly in your inventory.

 

Then once you checkout a customer with a draft order, you can view the completed order in the orders section of the POS app, and do whatever you'd like (e.g. print a receipt)

 

Link to the app: https://apps.shopify.com/draft-and-custom-orders-for-pos

 

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

 

With Draft And Custom 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
TBS2022
Trailblazer
243 2 36

thanks @ZainManji 

 

I have downloaded the app - do you know what this refers too?

 

"""June 15, 2022
Hi there. We have tried to work with Shopify to resolve some of the issues. Things should be restored back to normal. """"

 

 

 

 

ZainManji
Shopify Partner
58 0 55

That is an outdated message - at that time there was a slight outage with some Shopify APIs which was resolved. You can safely ignore it.