Using draft orders in B2B

Orders that are sent directly to you instead of through the online store can be created as draft orders. If the draft order has a B2B customer assigned to it, then the prices automatically reflect the price list set for that company.

Creating a draft order for a company

If a company submits a purchase order with you outside of your Shopify store, such as by email or on the phone, then you can create a draft order for their purchase.

Steps:

  1. In your Shopify admin, go to Orders.
  2. Click Create order.
  3. In Customer, select a B2B customer.
  4. Select the company that the order is for.
  5. To add a product, search for the product, and then click Add.
  6. Click Collect payment.
  7. Select one of the following:
    • If the customer uses a credit card as their payment method, then select Pay by credit card, enter the credit card information, and then process the payment.
    • If the customer uses a different payment method, such as a check, cash, or money order, then select Mark as paid.

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