# Create a Shopify order

> You can create Shopify orders right from Kustomer for existing customers.

Source: https://help.kustomer.com/en_us/create-a-shopify-order-rJlY4cuKi

Last updated: 2024-10-14T14:26:45.877Z

You can create Shopify orders right from Kustomer for existing customers. Once a draft order is created, a Shopify email invoice is sent to your customer with all they need to submit payment and complete their order. 

To refund or cancel orders see the [Cancel or refund orders in Shopify](https://help.kustomer.com/use-actions-in-shopify-ByiQKno0I) article. 

**Who can access this feature?**

**User types**

Agents can create a Shopify order from the timeline if their organization has the Shopify integration set up.

  

### In this article

*   [Prerequisites](#prereq)
*   [Create a draft Shopify order](#draft) 
    *   [Create a custom item](#custom)
    *   [Mark discounts](#disc)
    *   [Shipping options](#ship)
*   [Edit a draft Shopify order](#edit)
*   [Duplicate a Shopify order](#dupe)

### Prerequisites

*   You must have a Shopify integration set up with at least one store. See the [Integrate with Shopify](https://help.kustomer.com/shopify-integration-rkei5NSL) article.
*   Existing customer(s) with a valid email address(es). 
*   Access to Shopify actions for agents set up in Permissions, see the [Best practices permission sets article, Shopify actions section](https://help.kustomer.com/en_us/best-practices-permission-sets-B1Gdh27gL#ShopifyActions).

### Create a draft Shopify order

Create a Shopify draft order with any customer [timeline](https://help.kustomer.com/customer-timeline-SyRfAErUW) open by selecting the **Create** **Order** button in the [Shopify Insight Card](https://help.kustomer.com/shopify-insight-card-B1qNbYNYI) at the bottom.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/9867c3855c873f7ff781a4a6d0daa1c8.png)

If you have multiple stores, select a store from the dropdown. Search for products to add to the order, select the checkbox next to items, and select **Add to Order** at the bottom of the menu. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/e56e5d355c9910b751f071f4af1d0c9f.png)

**Note:** Notes or tags may be added to your draft order will be saved in your Shopify system. 

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/fe06744f94829a51c9cb6bcd710643bc.png)

  

#### Create a custom item

Create a custom item for orders by selecting **Add custom item** by the **Products** section header. This will open a form to input details about the custom item. Select **Add** at the bottom to add the item to your order. 

  

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/98f8070517d41d346a2cebf9f19fecea.png)

#### Mark discounts

To mark a discount on a particular item in an order, click the tag icon next to the price to open the discount window. You may select a discount type of either a percentage off the item price (for example: input 10 for a 10% discount) or a dollar amount. 

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/715748eb721dbeea25ea2768b7806baf.png)

To mark a discount on the entire order, scroll down to the **Payment** section and select **Add** next to the **Discount** line.

#### Shipping options

By default, shipping will be set to _Choose later at checkout_ and the customer will select from shipping options available to them in Shopify. To set _Free shipping_ or a custom shipping cost for this order select **Add** on the shipping line of the **Payment** section of the **Shopify Insight Card**. Once you've made your selection, select **Apply**.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/ec13a20a87013803e538ffea9dfa9ec8.png)

  

Once your order is filled out, select **Create** to create the draft order. The order will remain in a draft state and can be viewed in the **Draft** section of the customer's Shopify Insight Card until payment is marked as completed. Once payment is completed, the order will show in the **Orders** section. An order can be completed in one of two ways:

  

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/30441f93616032cacbd485047af048fa.png)

1.  Select any draft order and select **Send Invoice.**  You'll verify and submit the customer's email address. This will send the invoice as specified in your Shopify store settings with the order information from Kustomer. The customer will then be able to complete their order by submitting payment in the Shopify portal. Once the customer submits payment, the draft order will be updated and moved to the **Orders** section.
2.  If you are collecting payment outside of Shopify, but still want a record of the completed order in Shopify. Select **Mark as Paid**. You'll be asked to confirm received payment and can mark the draft order as a paid order. 

Orders that have payment completed whether by the order link in the customer's email invoice or if **Marked as Paid** in Kustomer will show in the Orders section of that customer's Shopify Insight Card. 

### Edit a draft Shopify order

Draft orders that have not had payment submitted can be modified. To edit an order, see the **Drafts** section of the customer's Shopify insight card and select the right-pointing arrow **\>** on the order. 

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/d6e95082ec39b3651d6a94421473aaff.png)

This will open a full view of the draft order. At the bottom, click the edit icon. When you have completed making edits, select the **Save** button at the bottom right. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/154f73be1978770cc3f2043c1dc0d1d4.png)

### Duplicate a Shopify order

Any order (excluding draft orders) can be duplicated by selecting the right-pointing arrow **\>** on the order. At the bottom of the expanded order will be a **Duplicate** button they can click to create a new order with all the same information in the selected order. 

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/bf608b680cb41f02d6a4f0caed5df0a9.png)

Information in the duplicate can be modified before saving the order. When the order is saved it will be created as a draft order and an invoice can be sent to the customer to complete payment.