Creating Draft Orders

Draft orders are an excellent way to send a quote or allow customers to place an order over the phone with a staff member. This increases trust and security for your customers, as they won't verbally share their credit card details during phone orders.

Draft orders are created through the manual order process. A unique cart URL is generated when a manual order is saved as a draft. This URL stores the customer's cart, shipping details, and contact information for up to 30 days.

Creating a Draft Order

Go to Orders › Add and create a manual order by adding products to the cart and entering the customer's billing and shipping details. When finalizing the order, select Create Draft Order. Then click Save & Create Draft Order.

An order draft will be saved, and a unique cart URL will be generated. For security and privacy reasons, customers must log into their storefront account before viewing the cart. Once logged in, the draft order URL will take customers to the storefront cart page, with their coach pre-populated and ready for checkout.

When a draft order is paid for, it will be removed from the list of draft orders and displayed as a storefront order on the View Order screen.

Editing a Draft Order

Since draft orders are not completed until the customer checks out on the storefront, the order information and cart contents can be adjusted to suit the customer's needs.

To edit a draft order, go to Orders › Draft Orders. Click the action icon to the right of the draft order you want to edit and select Edit draft order.

Then follow the standard process for editing a manual order. When you are ready to save your changes, click Save & Create Draft Order to keep the order as a draft or click Save & Process Payment if you have chosen to complete the order as a manual order.

Deleting a Draft Order

To delete a draft order, go to Orders › Draft Orders. Click the action icon to the right of the draft order you want to delete and select Delete draft order.