Shopify Draft Orders: How-To

With your Shopify store integrated with Re:amaze, your team can create Shopify draft orders directly from a customer conversation. This makes it easy to send invoices, apply discounts, and help customers complete purchases without leaving the conversation.

Create a Shopify draft order

To create a Shopify draft order in Re:amaze:

1. Open a customer conversation.
2. In the right sidebar, locate the Shopify customer profile.
3. Select the gear icon.
4. Select Draft Order.

When first creating the draft order, you can:

• Add products from your Shopify catalog
• Add a custom item
• Include an order note

After adding a product to the order, additional options become available. You can apply a fixed-amount or percentage-based discount and add shipping charges before completing the order.

Once the draft order has been created, Select the order number to review the order in Shopify or email the invoice directly to the customer. When you're finished, select Complete.