Draft Orders Creation Workflow

What This Sidekick Query Does

I need to set up an efficient draft orders workflow for my Shopify store. Here are the details:

Store name: [YOUR STORE NAME]
Use cases for draft orders: [e.g., wholesale orders, phone orders, custom/personalized products, influencer gifting]
Default discount for wholesale: [PERCENTAGE OR FIXED AMOUNT]
Payment terms I offer: [e.g., payment on delivery, net 30, deposit required]
Tax-exempt customers: [YES/NO]

Please help me build:


  A step-by-step process for creating draft orders in Shopify admin, including how to add products, apply discounts, set custom pricing, and add shipping costs.
  A template for wholesale draft orders with pre-configured discount tiers based on order volume, for example: 10% off for 10+ items, 20% off for 50+ items.
  A workflow for phone orders where a staff member takes payment details over the phone and converts the draft to a completed order.
  Instructions for creating draft orders with custom line items for personalized or made-to-order products, including how to add customization details.
  A process for sending draft order invoices to customers via email, with a branded message template.
  Guidelines for setting payment terms on draft orders, such as requiring a deposit before production begins.
  A system for tracking open draft orders and following up on unpaid invoices after 3, 7, and 14 days.
  Instructions for marking certain customers as tax-exempt on draft orders when applicable.
  A naming convention for draft orders to distinguish between wholesale, phone, custom, and influencer orders.
  A monthly review process to clean up abandoned or expired draft orders.
  Best practices for handling draft order disputes or cancellations.

Expected Output

Tips to Improve Results