Orders

Draft Orders

Build a phone or quote order in StoresBoost, then create it as a real Shopify order.

Intro

A draft order is an order that does not exist on Shopify yet. Use it for phone sales, quotes, and internal orders. When you convert it, Shopify creates the live order and StoresBoost treats it like any other synced order.

Open Orders → Draft Orders. Creating and editing needs Manage draft orders. Basic does not include drafts. Pro and Enterprise include unlimited draft orders. Converting a draft creates the Shopify order. Orders and shipments stay unlimited on every plan.

Drafts are not the Awaiting queue. A converted draft shows up under Orders and gets shipments from the normal sync.

The list

Column	What it shows
Order #	`D#` plus the draft number, and the date it was created
Customer	The customer on the draft. Click the name to open the draft
Items	How many lines it has
Further columns	Totals and whether it has already been converted

Create New starts a draft. Adjust Inventory is separate from the draft: pick a product, a Location, a Value, and click Adjust. That changes available stock in Shopify. It does not add a line to a draft.

Search boxes, then Apply Filters:

Box	Matches
Customer First Name	The customer's first name
Customer Last Name	The customer's last name
Order Notes	Text in the draft notes
Product SKU	A SKU on a line

Show Completed Orders includes drafts that already became Shopify orders. Leave it off to see only drafts still waiting. Clear All resets the search and that checkbox. On a small screen, Show Search and Show Filters open those boxes.

The row menu:

Action	What it does
Edit Draft Order	Opens the draft
View Details	Opens the same editor
View Activity	Activity History for `D#…`, with Order Activities and Item Activities
Delete	Removes the draft after you confirm. A converted Shopify order is not deleted with it

An empty list offers Create Draft Order. If the list fails to load, Retry.

Create a draft

Click Create New. The header is Create New Draft Order.
Click Add Product (or Add Your First Product) and pick variants. Adding a variant that is already on the draft increases its quantity by one. Each new line reserves inventory.
On each line:

Column	What to set
Product	Name, variant, and SKU. The line menu can Remove it
Location	Which Shopify location the quantity comes from. Available under it is the stock at that location
Qty	How many
Price	The line price. Add a discount from the line: Type is Fixed or Percentage, plus Value and Reason. The discounted price shows in green. Clear the discount from the line to remove it
Actions	Line notes (a name and a note) and remove

On the side, Customer searches Shopify customers. A customer is optional. If they buy through a company, the company and location can be attached with the customer.
Notes is free text for the order. Tags are Shopify tags on the draft.
The summary shows item count, total quantity, and total price after line discounts.
Create Draft stays disabled until there is at least one product. Saving with no customer is allowed. You land on the edit page, titled Edit (D#…).

Basic cannot create drafts. A plan that caps drafts shows a toast with the count and Upgrade Now. Pro and Enterprise do not cap them.

Edit

Save Draft writes product, customer, notes, and tag changes. Create Draft on a new draft and Save Draft on an existing one do not create the Shopify order.

A red alert N Products Deleted from Shopify means those variants no longer exist. They cannot be reserved or adjusted. Remove them before you convert.

Turn it into a Shopify order

Click Create Order.
The dialog Create Order / Create this draft order as a Shopify order has one switch: Fulfill Order Immediately — Automatically fulfill the order after creation. Leave it off if the warehouse should pack it in StoresBoost. Turn it on only when the goods have already gone out and Shopify should mark the order fulfilled now.
Click Create Order in the dialog, or Cancel.

When it succeeds, the draft reloads and a banner says Edit is Disabled / This Draft order is converted to real shopify order. Save Draft and Create Order are disabled. Pack the live order under Shipments.

Shopify can refuse the conversion:

Message	What to do
Cannot Create Order — all products deleted	Remove the deleted products
Cannot Create Order — invalid variant data	Remove or replace those lines
Shopify API Error	Try again later
Order Limit Reached	Only if a plan caps orders for the month. Basic, Pro, and Enterprise do not

Orders — where the converted order appears
Shipments — packing it after conversion
Profile & billing — which plans include drafts

Print & Order sync

Print order documents in bulk or one-by-one, and pull the latest orders from Shopify.

Overview