How to manually adjust product price for manual invoice?

[firedude2020]

Hello,

I’m wondering if there is a way to manually adjust a product price when I sent manual invoices? Or is there a better order management system which does manually invoicing better than Shopify’s native one?

I sometimes need to invoice manually for larger qty items and those per unit rates change base on qty. I also don’t want those rates posted online. So having price variants won’t work. 

Any apps or full software solutions out there?

[Sophia]

Hi, @firedude2020!

When creating a draft order in your Shopify admin, there are two options that allow you to enter a custom price that won't be visible to customers visiting your store:

1. Add custom item: This option allows you to create an invoice without adding a product to your store, and therefore you can enter any price you need to. Steps to add a custom item can be found here: Add products. However, this option will not affect your existing inventory, which I see you mentioned in this thread.
2. Add discount: You can add an amount or percentage discount to a product that is already in your inventory. The resulting custom price will only be visible to those you send the invoice to, though the line item(s) or order total will display the discounted price along with the original price. Discounts can be added either by clicking on the product price in the Products section of the draft order, or by clicking Add discount in the Payment section. Steps to add a discount to a single line item or to the entire order can be found here: Set item or order discounts.

Will the discount option work for you? If not, please provide some detail about the ideal process so I can share your feedback with our developers.

[firedude2020]

Hi Sophia. 

Ya providing the discount is the only way currently to work while tracking inventory. I've used Square, Zoho, Stripe and other platforms for simple invoicing, and tbh this feature isn't anything special or difficult to implement. The exact same way you have a fillable textbox field when adding a "Custom item", you should have for choosing an item out of inventory. You can always have it set to default price, but at the very least just have it able to edit. If enabling edit for that field box is too difficult, maybe have a call to action button directly underneath it labeled "Edit Price" which will enable that field box?

We have multiple big box stores who purchase in bulk with special pricing, this would allow us to create manual invoices and pull from inventory items. Otherwise have a direct connection to our 3PL doesn't really provide the total solution. 

Thanks

[Sophia]

Yes, applying a discount (either by amount or percentage) is currently the only way to offer a different price while tracking inventory through draft orders. I really appreciate the additional context you provided and I have submitted a feature request to our developers with this in mind.

I'm also wondering if a wholesale app might work for you. Apps like Wholesaler and Wholesale Club allow you to give specific customers access to the special pricing, while other customers still see the regular prices.