Managing draft orders on Shopify POS

If a customer needs to leave before completing their purchase, then you can save their cart as a draft order on Shopify POS to complete the sale later. You can retrieve draft orders created at your current location, at other locations, or in your Shopify admin. For example, if you created a draft order for a customer online and they later come into your store, then you can retrieve that draft order and complete the purchase on Shopify POS.

After you retrieve a draft order, you can complete the checkout, update or delete the draft order, or email the cart to the customer.

To quickly create, load, or update draft orders, you can add the Create draft order, Load draft order, or Update draft order tile to your Shopify POS smart grid.

Considerations for managing draft orders on Shopify POS

Before you use draft orders on Shopify POS, review the following considerations for managing draft orders:

• When you load a draft order on Shopify POS, the draft order is loaded onto the cart.
• Draft orders can be viewed across Shopify channels.
• When you load a draft order that was created in your Shopify admin with a custom shipping rate, the custom shipping rate is removed.
• You can view a timeline of events on a draft order's screen, so you know who created the draft order and who last updated it.

Save a cart as a draft order on Shopify POS

You can save the current cart as a draft order to complete it later.

Steps:

1. From Shopify POS, tap the icon.

2. Tap Create draft order.

Load a draft order on Shopify POS

You can load draft orders on Shopify POS that were created at your current location, at another location, or in the Shopify admin.

Steps:

1. From Shopify POS, tap the icon.

2. Tap Load draft order, and then tap Load to cart.

Update a draft order on Shopify POS

After you edit a loaded draft order, save your changes so you can return to it later.

Steps:

1. In Shopify POS, make the necessary changes to the loaded draft order.
2. Tap the icon.
3. Tap Update draft order.

Delete a draft order on Shopify POS

You can delete a draft order on Shopify POS that was created at your current location, at another location, or in your Shopify admin.

Steps:

1. From Shopify POS, tap the icon.

2. Tap Drafts.

3. Optional: To retrieve a draft order from another channel or location, adjust the following filters:

   • Tap the Sale type filter, and then select Sale type: Admin to retrieve orders created in your Shopify admin.
   • Tap the Sale location filter, and then select a different location to retrieve draft orders from other locations.

4. Tap next to the draft order that you want to delete, and then tap Delete draft.

Email a draft order to a customer from Shopify POS

If your customer wants to review their cart and checkout online, then you can email their draft order from Shopify POS.

Steps:

1. From Shopify POS, tap the icon.

2. Tap Load Drafts.

3. Next to the draft order that you want to email, tap > Email to customer.

Add admin discounts to draft orders on Shopify POS

You can add admin discounts to draft orders on Shopify POS.

If the Automatic discounts setting is turned off in , then any automatic discount is removed from the draft order.

Steps:

1. From Shopify POS, tap the icon.

2. Tap Load Drafts.

3. Tap the draft order that you want to edit.

4. Tap Load to cart.

5. Take one of the following steps to apply an admin discount:

   • Tap the Apply discount tile on the smart grid, and then tap Discount code.
   • Tap your discount-specific smart grid tile.
   • Tap > Apply discount > Discount code.

6. Enter a discount code that was created in the admin, and then tap Save.