Process wholesale orders
When you're ready to complete a draft order, you need to send an invoice to your customer, accept their payment, and then fulfill the order.
Your wholesale customers do not pay for their purchases at checkout. Instead, their purchase appears as an draft order on the Drafts page in your Shopify admin.
Step 1: Review the draft order, add shipping costs, and reserve inventory
When you receive a draft order, review the quantities of the products ordered to make sure that you have enough inventory to fulfill the order. If you don't have enough inventory, you can edit the quantities in the draft order and contact your customer. If you track your inventory using Shopify, you can click Reserve Inventory to make sure that the products are available when your customer is ready to make the actual purchase.
To review an order:
From your Shopify admin, click Orders (or press
Open and review the draft order.
- Reserve the requested items in your inventory. Click Reserve items to temporarily place a hold on the items listed in the draft order:
Click Add Shipping and enter the wholesale shipping cost. If you don't specify a value for shipping, then the shipping options from your online store are offered to your wholesale customers.
If needed, add taxes and discounts to the draft order.
Click Save to save your changes.
If you made any changes to the draft order, then a notification is sent automatically to your customer. You can also contact your customer directly to make sure that your customer approves of the changes before you send an invoice and start the payment process.
Step 2: Send an invoice to your customer
After you've agreed on the order and payment terms with your wholesale customer, send them an invoice email to confirm the sale of the products. This email uses the invoice template that you've set up in your Shopify admin.
To email your customer an invoice:
- From the relevant draft order, click Email invoice:
- On the Send invoice dialog, click Review email:
- Click Send Notification.
Your customer receives an invoice with instructions about how to pay for their order.
Step 3: Accept payment and fulfill the orders
A draft order needs to be converted to an order before you can fulfill it. A draft order converts to an order:
automatically when your customer pays using one of the following automatic payment methods:
- manually when your customer pays using a manual payment method. After you receive the payment, open the relevant draft order, and click Mark as pending:
This draft order converts to an order and its status is set to Pending.
After an order is created, it can be fulfilled. If you have automatic fulfillment enabled, then the order is sent to your fulfillment service or app. Otherwise, you fulfill the order as you would any other order. See Managing your orders and Fulfilling orders.