Wishlist Planner
Guides

Create draft order from a customer wishlist

Convert a customer's wishlist into an editable draft order for custom pricing, shipping quotes, or assisted checkout.

Merchants can convert any customer wishlist into a Shopify draft order. This is useful for:

  • Providing custom shipping quotes for large orders
  • Applying custom discounts or pricing
  • Assisting customers with checkout

Creating a Draft Order

  1. In your Shopify admin, open the Wishlist & B2B Project Planner app

  2. Go to the Customer Wishlists tab

  3. Search for the customer by email or wishlist name, then click on the wishlist

  4. Click Create Draft Order in the top right corner

  5. The draft order opens in Shopify where you can edit it, add discounts, or send an invoice to the customer

If you have questions or need help, reach out through our contact form.

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