- Go to Shopify
- Select – Create Order (Top right corner)
2. Check if Items are available
- Select Browse Products
3. Search for product
- Check off box to item you want to add.
- Select Add to order.
4. Search customer email
- Select customer- Information will Autofill.
- If customer does not have an account, Create one for them.
5. Add discount by percentage.
- Ask customer if they have a discount to apply (10%)
- Ask what shipping option they would like to select.
6. Confirm email information
- Select Email invoice
- You may add small note to customer-
“Hello _____, Please proceed to complete your purchase.”
7. Select review email + Send notification
- Customer will receive an email with a draft of the order.
- They need to process payment to proceed.
- Draft order will be made & will remain under drafts, Until payment is processed.
** Note: If item(s) becomes unavailable before customer submits payment, the system will not process the order. Please advise customer to process payment at their earliest convenience to avoid this from happening.
