Bulk draft order completion allows you to convert multiple draft orders into regular orders at once. Draft orders are preliminary orders created manually (often for custom quotes, phone orders, or special pricing) that need to be finalized before processing.
Why Complete Draft Orders in Bulk?
- Save Time: Convert many drafts at once
- Process Batch Quotes: Handle multiple approved quotes together
- Manage Events: Convert trade show or event orders efficiently
- Handle Bulk Approvals: Finalize approved custom orders
- End of Period Processing: Close pending drafts before month or quarter end
- Streamline Workflow: Move drafts into standard fulfillment flow
When to Complete Draft Orders in Bulk
- Multiple approved quotes are ready
- Payment is confirmed for several draft orders
- Wholesale or B2B drafts need conversion
- Phone orders must be finalized
- Event or trade show orders are ready
- Pending drafts need to be closed at period end
Before You Start
Review Draft Orders
- Payment Confirmed: Payment received or invoicing agreed
- Details Verified: Items, pricing, and shipping are correct
- Customer Approved: Draft approved by customer
- Inventory Available: Stock is sufficient
- Addresses Complete: Shipping and billing addresses are valid
Understand Completion Behavior
- Draft is converted into a regular order
- A new order number is assigned
- Customer may receive notifications
- Order enters the fulfillment workflow
- Inventory may be reserved or deducted
Important Warning
Draft order completion is irreversible. Once completed, drafts cannot be reverted
back to draft status.
- Completed drafts cannot be restored
- Incorrectly completed drafts require order cancellation
- Original drafts must be recreated or corrected manually
- Customers may already receive confirmation emails
Step-by-Step Guide
1. Select Your Draft Orders
- Navigate to the Draft Orders section
- Filter by open drafts
- Filter by date, customer, or tags
- Select drafts manually or in bulk
- Confirm all selected drafts are ready
2. Review Draft Details
- Customer name, email, and address
- Products, quantities, and variants
- Pricing, taxes, and discounts
- Shipping method and cost
- Payment status
- Custom notes or instructions
3. Choose Complete Draft Orders Action
- Select Complete Draft Orders from batch actions
- Review the number of selected drafts
4. Configure Completion Options
Payment Options
- Mark as Paid: Complete and record payment
- Send Invoice: Complete and email invoice
- Pending Payment: Complete without charging
- Already Paid: Use existing payment record
Notification Options
- Send order confirmation email
- Send invoice email
- Complete without notifying customer
Inventory Options
- Reserve inventory
- Deduct inventory immediately
- Leave inventory unchanged
Fulfillment Options
- Create as unfulfilled
- Mark as fulfilled
- Hold for review
5. Set Additional Options
- Tags: Add identifiers such as converted-from-draft
- Order Date: Use draft date or current date
- Order Notes: Add completion notes for tracking
6. Review Settings
- Confirm number of drafts
- Verify payment handling
- Check notification preferences
- Validate inventory behavior
7. Process the Batch Job
- Click Complete Draft Orders
- Processing runs in the background
- Confirmation appears once finished
8. Monitor Progress
- Open the Batch Jobs dashboard
- Track completion status
- Review any errors
9. Review Results
- New orders created successfully
- New order numbers assigned
- Failed drafts listed with reasons
- Payment and notifications verified
Best Practices
Before Completing
- Verify draft readiness
- Confirm payment terms
- Check inventory availability
- Communicate with customers if needed
During Completion
- Start with a small test batch
- Monitor errors closely
- Ensure notifications are correct
After Completion
- Spot-check completed orders
- Handle failed drafts
- Proceed with fulfillment
- Archive or clean up old drafts
Next Steps
- Fulfill newly created orders
- Process outstanding payments
- Archive completed drafts
- Refine your draft-to-order workflow