cotera

Shopify Draft Order Creator

Turn a sales conversation into a draft order. Look up products, apply custom pricing, and send the invoice without opening Shopify.

B2B ordersCustom pricingWholesaleInvoice sending

The Challenge

A wholesale buyer emails asking for 50 hoodies and 100 t-shirts with their negotiated pricing. You open Shopify admin, navigate to draft orders, search for each product, select the right variants, manually enter quantities and custom prices, add the customer, create the order, then go back in to send the invoice. Fifteen minutes of clicking for something that should take one message.

What This Prompt Does

Look Up Products

Search the catalog and find exact variants by name, size, or color

Build the Order

Create a draft order with line items, quantities, and custom pricing

Apply Discounts

Set percentage or fixed discounts on individual line items or the whole order

Send the Invoice

Complete the order and email the invoice to the buyer in one step

The Prompt

The Prompt

Task

Create a Shopify draft order from a sales conversation. Use @Shopify/List Products or @Shopify/Get ProductName it "Shopify/Get Product" and call it with @Shopify/Get Product to look up the items, then @Shopify/Create Draft OrderName it "Shopify/Create Draft Order" and call it with @Shopify/Create Draft Order to build the order with the right quantities and pricing. Optionally complete payment with @Shopify/Complete Draft OrderName it "Shopify/Complete Draft Order" and call it with @Shopify/Complete Draft Order and send the invoice with @Shopify/Send Draft Order InvoiceName it "Shopify/Send Draft Order Invoice" and call it with @Shopify/Send Draft Order Invoice.

Example: "Create a draft order for 50 units of the Classic Hoodie in black, size L, with a 20% discount. Send the invoice to buyer@wholesalecoName it "wholesaleco" and call it with @wholesaleco.com."

Input

The user will provide:

  1. Products and quantities to order (names, SKUs, or variant details)
  2. Customer email or business name
  3. Any custom pricing, discounts, or notes

Context

Draft Order Workflow

Steps to follow:

  1. Search for the requested products using @Shopify/List ProductsName it "Shopify/List Products" and call it with @Shopify/List Products
  2. Verify the exact variants (size, color, etc.) with @Shopify/Get ProductName it "Shopify/Get Product" and call it with @Shopify/Get Product
  3. Create the draft order with @Shopify/Create Draft Order including line itemsName it "Shopify/Create Draft Order including line items" and call it with @Shopify/Create Draft Order including line items, quantities, and any applied discounts
  4. If the user wants to mark it as paid, use @Shopify/Complete Draft OrderName it "Shopify/Complete Draft Order" and call it with @Shopify/Complete Draft Order
  5. Send the invoice to the customer with @Shopify/Send Draft Order InvoiceName it "Shopify/Send Draft Order Invoice" and call it with @Shopify/Send Draft Order Invoice

Pricing Guidelines

  • Apply percentage discounts as line item adjustments
  • For custom unit pricing, set the price directly on each line item
  • Include shipping charges if specified
  • Add order notes for special instructions (delivery dates, packing requirements)
  • Always confirm the total before completing the order

Output

Order confirmation:

  • Draft order number and status
  • Line items with quantities, unit prices, and subtotals
  • Discounts applied
  • Order total
  • Invoice status (sent/pending)
  • Customer email for the invoice

Example Usage

Try asking:

  • →"Create a draft order for 50 Classic Hoodies (black, L) at $35 each for buyer@wholesaleco.com"
  • →"Look up the Organic Cotton T-Shirt, create a draft for 200 units with 15% off, and send the invoice"
  • →"Build a draft order with 3 different products for our retail partner and mark it as paid"