Create a draft order in Shopify for local pickup
A customer phones in an order and wants to pick it up at the shop instead of having it shipped. A draft order with pickup in store holds the order, charges no shipping, and is paid when the customer collects it. This tutorial builds a local pickup draft for Sam Okafor.
Written · Shopify admin, desktop steps · 5 minutes read
The worked example
| Customer | Sam Okafor |
| Pickup location | Main Street shop |
| 2 × Trail Crew Tee, $28.00 | $56.00 |
| 1 × Summit Hoodie, $45.00 | $45.00 |
| Subtotal | $101.00 |
| Pickup | $0.00 |
| Total before tax | $101.00 |
Download the pickup record: local-pickup-record.csv (93 bytes).
The lines for the pickup draft. The two line totals add to the $101.00 subtotal in the slip above.
1Open Drafts and create the order
From your Shopify admin, go to Orders, then Drafts, and click Create order. Add Sam Okafor as the customer. You need the customer and a shipping address on the draft before you can choose a location-based shipping rate.
2Add the two tees
Click Product, search for the Trail Crew Tee, select it, set the quantity to 2, and click Done. Two tees at $28.00 is $56.00.
3Add the hoodie
Click Product again, search for the Summit Hoodie, select it, set the quantity to 1, and click Done. One hoodie at $45.00 brings the subtotal to $101.00.
4Choose Pickup in store
If the order requires shipping, you can choose a preset shipping rate, create a custom rate, or choose local delivery or pickup in store. In the shipping and delivery options dialog, select Pickup in store and then select the Main Street shop location. The shipping charge becomes $0.00.
5Reserve the items and save the draft
Reserve the products in the draft so another customer cannot buy the tees and hoodie while Sam is on his way. Then save the draft. When Sam arrives, accept payment at the counter and hand over the order. When payment is accepted, an order is created for it on the Orders page.
The arithmetic
| Line | Quantity | Unit price | Line total |
|---|---|---|---|
| Trail Crew Tee | 2 | $28.00 | $56.00 |
| Summit Hoodie | 1 | $45.00 | $45.00 |
| Subtotal | $101.00 | ||
| Pickup, Main Street shop | $0.00 | ||
| Total before tax | $101.00 |
The total before tax is $101.00. In-store collection adds nothing to the total, so the customer pays $101.00 plus the tax on this order.
Held at the counter
In-store collection must be selected on the draft. If no shipping method is chosen in advance when the draft order is created, the customer can select from the available shipping rates at checkout, but cannot select local delivery or pickup in store. If you want the customer to pick up the order, you must select an in-store pickup location when creating the draft order.
A method chosen in advance cannot be changed at checkout. If a shipping method is chosen in advance when the draft order is created, the customer cannot modify that shipping method during checkout. Make sure the pickup location is the right one before you send the invoice.
Unreserved stock can walk away. If you do not reserve the items, they stay available to other customers. A pickup customer who arrives to find the hoodie sold has a wasted trip. Reserve the items on a pickup draft.
Sources
- Creating draft orders — Shopify's help pages: the full create-draft steps, custom items, inventory warnings, reserving items, and the invoice, payment, and payment-terms options.
- Creating B2B orders using draft orders — Shopify's help pages: draft orders for company customers, purchase order numbers, payment terms, deposit requirements, price locks, and local pickup.