Creating Draft Order

2.  If the customer has an existing order or account in Shopify, type in the name or the email address associated with their old order  in the Search customers field, otherwise Create a new customer.

a.  Click >> Create New Customer

3.   Add the desire product

I. Add custom item.

a. For custom items. Note: This order will not be picked up by Extensiv.

   These orders are created without going to the fulfillment team for shipping.

   Custom item orders are used for billing purposes for the following scenarios:

• Over shipment

• Paying shipping fees

• Wants to keep an item that they did not order

• Bill customer to take an offer for variant change

• Out of Stock item in Shopify/Website but confirmed available by the warehouse

II. Add custom Item name, Price and Quantity, uncheck the Item requires shipping box then click Add Item.

a.  For adding a discount, choose between giving a discount in a certain Amount or in Percentage and put in the Discount value either in dollar amount or percentage depending on the discount type. 

5.   Add a tag

• Please see Draft Order Tagging Update for tagging reference

L1 / CUSTOMER CARE

TAG WHEN TO USE THE TAGGING

• CS_Wty     To be used for warranty replacements due to defects or damage not due to shipping

• CS_UPS     Replacement for lost or damaged due to UPS

• CS_PR     PR orders/Order Creation Requests from Management or Commerce Team

• CS_PR - CS_Bill       Use for Billing/Invoice

• CS_Quote     Use for quote requests or tax/discount computation

• CS_Dup     Created as duplicate order for order management, missing items, order modification     etc. 

L2 / RETAILS SUPPORT

TAG     WHEN TO USE THE TAGGING

• L2_Wty   To be used for warranty replacements due to defects or damage not due to shipping 

• L2_UPS   Replacement for lost or damaged due to UPS

• L2_F8   Replacement for lost or damaged due to Freight 

• L2_PR   PR orders/Order Creation Requests from Management or Commerce Team 

• L2_Dup   Created as duplicate order for order management, missing items, order modification etc

CSM

CLIENT SUCCESS MANAGERS TAGGING

• CSM AC   For Albert Chino Cacapit

• CSM CA   For Christopher Andoy

• CSM GM   For Girlie Montes

• CSM HA   For Hilario Guiuo Jr.

• CSM JB     For Jayson Baquiran

• CSM KC   For Keith Curavito

• CSM MS   For Michelle Samonte

• CSM PM   For Paul Murillo

• CSM RC   For Ralph Catacutan

6.   Click Send invoice to the customer. 

•  Check if the customer’s email address is correct then Click Review Invoice 

•  Click Send Invoice. 

7.   Click on Save at the top of your shopify screen to save your created draft order.