How to Print a Draft Order Without Finalizing the Sale on Shopify
Draft orders in Shopify are an excellent way to create custom invoices or process manual orders. But what if you need to print a draft order for internal use or to share it with a customer without completing the sale? In this blog, we’ll guide you through the simple steps to print a draft order without finalizing it.
Why Use Draft Orders in Shopify?
Draft orders are versatile and allow you to:
Create Custom Orders: Easily generate orders for special requests or manual transactions.
Send Invoices: Share order details with customers via email.
Save Incomplete Orders: Work on an order and save it for later finalization.
Track Sales: Keep a record of potential sales or pending orders.
Printing a draft order without completing the sale can be useful for documentation or customer approvals.
Steps to Print a Draft Order Without Finalizing the Sale
Shopify makes it easy to manage and print draft orders. Follow these steps:
1. Access the Draft Orders Section
Log in to your Shopify admin.
Go to Orders > Drafts.
Click on the specific draft order you want to print.
2. Review the Draft Order
Double-check the details, including product quantities, prices, discounts, and taxes.
Make any necessary adjustments before printing.
3. Print the Draft Order
Click the More Actions button in the top-right corner.
Select Print Order from the dropdown menu.
A printable version of the draft order will open in a new tab.
Use your browser’s print function (Ctrl+P or Command+P) to print the draft order.
4. Save as PDF (Optional)
Instead of printing, you can choose to save the draft order as a PDF by selecting the "Save as PDF" option in your printer settings. This is helpful if you want to email the draft order or keep a digital copy.
Tips for Using Draft Orders Effectively
Add Notes: Use the "Order Notes" section to include any additional details or instructions.
Use Discounts: Apply custom discounts directly within the draft order to provide personalized offers.
Track Pending Sales: Regularly review your draft orders to follow up with customers or close sales.
Automate Follow-Ups: Use apps to send reminders to customers with incomplete draft orders.
Common Questions About Draft Orders
1. Can customers view draft orders?
No, customers cannot directly view draft orders. However, you can email them an invoice for review.
2. Does printing a draft order affect inventory?
No, printing a draft order does not deduct items from your inventory until the order is finalized.
3. Can I customize the printed draft order?
Yes, Shopify allows you to customize the order template using Liquid code for more personalized prints.
Conclusion
Printing a draft order in Shopify is straightforward and ensures you have the flexibility to manage your sales process efficiently. Whether you need it for internal use or to share with customers, the steps outlined above will help you handle draft orders seamlessly.
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