Over the Phone Sales using Draft Order Extension

This document describes how to use Shopify’s Draft Orders to record over the phone sales

A Draft Order in Shopify allows merchants to manually create orders for custom or over the phone sales outside the regular checkout process. It benefits merchants by providing personalized orders, flexible payment options, and the ability to review an invoice before payment. Draft orders reserve inventory, enabling quick adjustments like adding items or modifying quantities. They also allow for special discounts and act as quotations, offering transparency in pricing.

Sales Use Cases/ Scenarios

We have listed the common scenarios/use cases below. Please feel free to directly jump to the scenario which is applicable to you.

1. Selling product and the warranty plan in one single order through Draft Orders
2. Selling a warranty plan for a customer who has already bought the product that he wants to cover using Shopify
3. Selling a warranty plan for the case when the customer had already bought the product but not on Shopify. Though the product is listed in your Shopify store.
4. Selling a warranty plan for the case when the customer had already bought the product but not on Shopify. Though the product is NOT listed on your Shopify store.

Prerequisite

Installing SureBright Extension for Draft Orders

Note: The SureBright Draft Order extension for Shopify requires permission to create draft orders.

Follow these steps to install the Surebright Draft Order extension:

1. Open any one of your existing draft orders.

2. If you don’t have an existing draft order, simply click on ‘Create order’ and add any product to it. Click ‘Save’ Only then will the next step become available.

   

3. Click on ‘+ App Block’ in the UI block that appears just below line items listing in the Order page. The image attached below shows this option.

   

4. In the popup that appears, click on “Surebright - Product Protection Draft Order“

5. You will be redirected to a Shopify authentication screen for sharing necessary permissions. Please proceed with the same.

6. Pinning the SureBright extension to your draft orders simplifies adding warranty plans, making the process faster and more efficient.

   

Sales Use Case 1: Selling a Product and Warranty Plan in a Single Order through Draft Orders

You can create a draft order that sells both a product and its associated warranty plan in single transaction.

1. Create a New Draft Order

   • In your Shopify admin, go to Orders > Drafts > Create Order.

     
2. Add the Product

   • Search for the product by clicking “Browse” button and add it to the draft order.

     
3. Save the Draft Order

   • Click Save on the top.

     
4. Add Warranty Plan

   • In the draft order page, click on + App Block (located below the line items section).

   • In the popup, click on SureBright - Product Protection Draft Order.

     

   • For the respective line items, select the appropriate warranty plan from the drop-down menu and click Save.

     
5. Complete the Draft Order:

   • Confirm the product and warranty are added.
   • Choose the payment method or send an invoice to the customer.
   • Fulfill the order once payment is completed.

Sales Use Case 2: Selling a Warranty Plan for a Customer Who Already Bought the Product via Shopify

If a customer previously purchased a product from your Shopify store and now wants to buy a warranty:

1. Open the order page

   • Open Order page with the product sale for which policy is to be purchased.
2. Add the Warranty Plan

   • Click on + App Block and select SureBright - Product Protection Draft Order.

     

   • For the respective line items, select the appropriate warranty plan from the drop-down menu

     
3. Complete the Draft Order

   • Set the payment terms or send an invoice.

Sales Use Case 3: Selling a Warranty Plan for a Customer Who Bought the Product Elsewhere, But It’s Listed in Your Shopify Store

If a customer bought a product from another platform but the product is present in your Shopify store, you can still sell them a warranty plan.

1. Create a New Draft Order

   • In your Shopify admin, go to Orders > Drafts > Create Order.

     
2. Add the Product

   • Search for the product by clicking “Browse” button and add it to the draft order. You can add it for record-keeping purposes, even if they already own the product.

     
3. Save the Draft Order

   • Click Save on the top.

     
4. Add the Warranty Plan

   • Click on + App Block and select SureBright - Product Protection Draft Order.

     
5. Select Product Purchase Date

   • In the SureBright extension, click on “Select Product Purchase Date” to open the date picker.

     
6. Choose Purchase Date

   • Select the product purchase date.
   • Click “Next” to proceed.
7. Select Warranty Plan

   • For the respective line items, select the appropriate warranty plan from the drop-down menu and click Save.

     
8. Remove previously purchased product/line item

   • To remove the line item associated with the selected warranty, click on the ‘Delete’ icon. (This step ensures the product is not purchased twice.)

     
9. Complete the Draft Order:

   • The bill will only contain the warranty for the associated product. Set the payment terms. Finalize and fulfill the order once the warranty payment is processed

Sales Use Case 4: Selling a warranty plan for the customer who bought the product outside Shopify, and the product SKU is not listed in your Shopify Store

In cases where the product is not listed on your Shopify store, but a customer wants to buy a warranty for it:

1. Add Product SKU in your Shopify Store

   • If the product SKU selected is not present in your Shopify store, then add it in your Shopify store.

   After adding SKU, please wait a few hours for auto-categorization to work. Only then will the policy options become visible. For immediate assistance, feel free to contact us at [e-mail].

2. Create a Draft Order

   • Navigate to Orders > Drafts > Create Order

     
3. Add the Product

   • Search for the product for which the warranty is to be selected by clicking Browse (which is listed on your Shopify store) and add it to the draft order.

     

   • You can add it for record-keeping purposes, even if they already own the product.

4. Save the Draft Order

   • Click Save on the top.

     
5. Add the Warranty Plan

   • Click on + App Block and select SureBright - Product Protection Draft Order.

     
6. Select Product Purchase Date

   • In the SureBright extension, click on “Select Product Purchase Date” to open the date picker.

     
7. Choose Purchase Date

   • Select the product purchase date.
   • Click “Next” to proceed.
8. No Warranty Options Available

   • The system will show “No Extended Warranty Options Available” in the warranty options dropdown.
   • Click on the dropdown to reveal additional options.
9. Select Categorization Option

   • From the dropdown, select “No, I will categorize the product” to enable manual categorization.

     
10. Category Selection

    • Category selection dropdowns will appear: “Select Category”

    • Choose the appropriate category for your product from the available options.

      
11. Fetch Quotes

    • After selecting the category, a “Fetch Quotes” button will appear.

    • Click “Fetch Quotes” to retrieve available warranty policies for the selected category.

      
12. Select Policy

    • Once quotes are fetched, a “Select Policy” dropdown will appear with available warranty options.

      

    • Choose your preferred warranty policy from the list.

      

    • Click “Save” to complete the process.

      
13. Complete the Draft Order

    • Set the payment terms or send an invoice. Finalize and fulfill the order once the warranty payment is processed.

We've solutions tailored for all sales channels! If you're making sales through various platforms, give us a heads-up, and we'll assist in setting up a solution for each channel you use:

1. E-Commerce Platform Apps

• Shopify
• WooCommerce
• BigCommerce
• Shift4Shop

2. Brick and Mortar Store and Over the Phone Sales

• Shopify POS
• Lightspeed POS
• Dedicated POS portal

3. Missed Point of Sales and Marketplace (e.g., Amazon) Sales

• Dedicated Online Portal
• QR Code-based warranty cross-selling
• 1-click checkout dynamic web links for retailer’s post-purchase campaigns
• Follow up email campaigns

4. Independent Websites

• Integration via two simple APIs
• Website widget

We