Using draft orders in B2B
Orders that customers send directly to you by phone or email instead of through the online store can be created asdraft orders. If the draft order has a B2B customer and a company location assigned to it, then the prices, payment terms, and checkout options automatically reflect the settings for that company.
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Creating a draft order for a company
If a company submits a purchase order with you outside of your Shopify store, such as by email or on the phone, then you can create a draft order for their purchase.
Create a draft order and collect payment immediately
Steps:
- 从你Shopify管理,去Orders.
ClickCreate order.
Under客户, select a B2B customer.
Select the company location that the order is for.
To add products, search for the product, and then clickAdd.
Enter the purchase order number, if applicable. Purchase order numbers can be added later from the Order Details page as well.
ClickCollect payment.
Do one of the following:
- If the customer uses a credit card as their payment method, then selectPay by credit card, enter the credit card information, and then process the payment.
- If the customer uses a different payment method, such as a check, cash, or money order, then selectMark as paid.
Create a draft order and send an invoice to your customer for payment
Steps:
- 从你Shopify管理,去Orders.
ClickCreate order.
In客户, select a B2B customer.
Select the company location that the order is for.
To add products, search for the product, and then clickAdd.
ClickSend invoice.
Create a draft order with payment terms
Steps:
- 从你Shopify管理,去Orders.
ClickCreate order.
In客户, select a B2B customer.
Select the company location that the order is for.
To add products, search for the product, and then clickAdd.
Enter the purchase order number, if applicable. Purchase order numbers can be added later from the Order Details page as well.
ClickPayment due later, and then select a term in thePayment termsfield. If a company location already has payment terms set, then the payment term is automatically set according to the company location.
ClickCreate order.
Requiring orders to be placed as draft orders
If you want to review orders before they're approved, then you can require that customers submit their orders as drafts before you accept them. When you select theSubmit all orders as drafts for reviewoption, customers for that company location have aSubmit for approvalbutton in the checkout process.
来自的地区的订单ns with this setting appear in theDraftspage of your orders. These orders aren't complete until you clickCreate orderor the customer submits payment after you send them an invoice.
Steps:
- In your Shopify admin, go to客户s>Companies.
- Select a company location.
- In the company information section, go toCheckout, and then clickEdit.
- SelectSubmit all orders as drafts for review.
- ClickSave.
Local currency
If you useShopify Markets, then the local currency, pricing, duties, and taxes are determined by the market associated with the order. Alternatively, if you don't use Shopify Markets, the currency is set and can be changed on thecatalog.
When more than one market is enabled, the shipping address of the customer determines the market for the order. Adding a customer updates the market for the order so invoices, product pricing, and payment information is displayed in that customer's local currency.
On draft orders that display a currency other than your default store currency, the foreign exchange rate is calculated when you create the draft order. This rate is fixed and used on the invoice regardless of whether the exchange rate changes. However, if you save the order as a draft and edit it afterwards, then pricing on the whole order is updated with the foreign exchange rate that's current at the time of the edit.
After an order is partially paid, if you edit the order items, then the current foreign exchange rate is used for the edited items.
If you want to use different pricing and currency for a draft order, thenchange the market, but first, review the following impacts of changing the market on an order:
- Taxes are included or excludedfrom item prices. For example, orders with a Unites States market exclude taxes from prices, while orders with a Great Britain market include taxes in prices.
Tax rates vary by market.
If you use a third-party service to determine the foreign exchange rate for a market, then pricing on an order is determined by the service’s exchange rate. However, the rate that Shopify Payments uses to calculate your payout is based on the market that's selected in Shopify. Therefore, the amount charged on the order can differ from the amount you receive in payment. For more information, refer tocurrency conversions and exchange rates.
Manufacturer Suggested Retail Price (MSRP): If you are obliged to sell a product at the MSRP in a customer’s market, then you could be in breach of contract if you switch markets and use an alternative market price.
Change the market for an order
If you useShopify Markets, to change the pricing and currency on an order, change the market.
Before you change the market, review theimpacts of changing the marketon an order and review the following pre-requisites:
- To see theob欧宝娱乐app下载地址card on an order, a market other than your primary market must be enabled.
- To change to a particular market currency, that market must be enabled and local currency for the market must be enabled.
Steps
In your Shopify Admin, go toOrders>Drafts.
Select a draft order and open it.
On theob欧宝娱乐app下载地址card, selectChange.
Select a country, and then selectChange market.
SelectUpdate draft order.
Order pricing is in the customer's local currency except while you're making the following custom changes to the order:
- 如果你添加一个自定义discount, then theDiscount valuedisplays in store currency.
- If you add a custom shipping price, then thePricedisplays in store currency.
- If you add a custom item, then thePricedisplays in store currency.
After you make these custom changes, they are displayed on the order in the customer's local currency.