Creating and discounting manual orders

Creating a manual order for your wholesale customers is incredibly simple, and mostly follows the default Shopify Draft order process. Below are the steps to create a basic wholesale-priced order. Please note that this is a fully manual order, meaning you will still need to add on any shipping, tax, etc settings yourself. All of our order limit settings will also be ignored for these types of orders, so this will also be up to you to manually enforce if needed. 

Creating wholesale orders

Important!

Tags and custom line items cannot be added until after your wholesale discount has been applied. Applying a discount to orders with custom items or tags will cause an error.

 

To add custom line items to a manual order, first create the draft order and apply the wholesale discount. After the discount has been applied, you can add custom line items.

To create a manual wholesale order:

  1. Create a new draft order in Shopify via the 'Create Order' button.

  2. Add all of the products to it that you'd like to include on this order.  Do not add any custom line items until after the wholesale discount has been applied. 

  3. Add a customer to the account.  The customer account must have at least one tag that matches one of your price rule's tags in the Wholesale Gorilla settings. 

  4. Save the order.

  5. Towards the top of the draft order page, select More actions > Add wholesale discount.

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  6. Once the discount has been added, you may add custom line items to the manual order.

 

Once the discount has been calculated and applied, you'll be left with a wholesale priced order; the retail price will be crossed out, and the wholesale price will be listed alongside it. You can now send this order via email to your customer for payment through Shopify's payment gateway, hold onto it for as long as needed, or even charge for outside of Shopify if you so wish. Any applicable account/wholesale price rule tags will be added to the order as well, which can be used for quickly sorting these out from your retail draft orders. 

 

OPTIONAL: If you wish to add on taxes, shipping, or any additional discounts to the order, you can do so via those settings in the 'Payment' box. These will remain adjustable until the order is paid, or updated to a status other than 'Draft'.

 

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Please note this a fully manual order. Any minimum rules, shipping rates, etc. will be ignored and only the wholesale price rules will be applied.

To learn more about creating manual orders in Shopify click here.

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