docs: docs for next release (#13303)
* added draft order plugin docs * fix vale error * added note about draft order being optional * add new shipping option - shipping method link * update user guides * generate * fix github icon * changes to shipping option type * document logger * reorder list * fixes * fixes
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import { Prerequisites } from "docs-ui"
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export const metadata = {
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title: `Draft Orders Plugin`,
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}
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# {metadata.title}
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In this guide, you'll learn about the Draft Orders Plugin and its features.
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<Note>
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The Draft Orders Plugin was initially only available to Cloud users during its early access phase. It is now available for all Medusa users.
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</Note>
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## What is the Draft Orders Plugin?
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The Draft Orders Plugin is a Medusa plugin that allows admin users to create and manage draft orders on behalf of customers from the Medusa Admin.
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The Medusa application already has the foundation to support draft orders, including data models and API routes. This plugin adds a user interface for managing draft orders in the Medusa Admin dashboard.
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The Draft Orders Plugin is especially useful for handling customer support scenarios or when a customer places an order offline, such as over the phone or in-store.
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### Features
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- [Create draft orders from the Medusa Admin.](!user-guide!/orders/draft-orders/create)
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- [Manage items in a draft order, allowing admin users to add, update, or remove items](!user-guide!/orders/draft-orders/manage#manage-draft-orders-items).
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- [Add shipping methods to draft orders.](!user-guide!/orders/draft-orders/manage#manage-draft-orders-shipping-methods).
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- [Associate existing customers with draft orders.](!user-guide!/orders/draft-orders/manage#manage-draft-orders-customer-details).
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- [Convert draft orders to regular orders.](!user-guide!/orders/draft-orders/manage#convert-draft-order-to-regular-order).
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---
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## Install the Draft Orders Plugin
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The Draft Orders Plugin is available in all Medusa applications starting v2.10.0.
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For earlier versions, you can install the plugin manually.
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<Prerequisites
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items={[
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{
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text: "Medusa application >= v2.4.0",
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link: "!docs!/learn/installation"
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}
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]}
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/>
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To install the Draft Orders Plugin:
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1. Run the following command in your Medusa application's directory:
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```bash npm2yarn
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npm install @medusajs/draft-order
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```
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2. Add the plugin to your `medusa-config.ts` file:
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```ts title="medusa-config.ts"
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module.exports = defineConfig({
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// ...
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plugins: [
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{
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resolve: "@medusajs/draft-order",
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options: {},
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},
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],
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})
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```
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### Test the Draft Orders Plugin
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To test the Draft Orders Plugin, start the Medusa application with the following command:
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```bash npm2yarn
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npm run dev
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```
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If you open the Medusa Admin at `localhost:9000/app` and log in, you'll find an "Orders -> Drafts" sidebar item.
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---
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## Draft Orders User Guides
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To learn how to use the draft order features in the Medusa Admin, refer to the [Draft Orders](!user-guide!/orders/draft-orders) user guides.
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---
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## How Draft Orders Work
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A draft order is stored in the database as a regular order. It is represented by the [Order data model](/references/order/models/Order) with the following properties:
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- `status`: Set to `draft` to indicate that the order is a draft.
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- `is_draft_order`: Set to `true` to indicate that the order is a draft order.
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So, the same [order concepts](../concepts/page.mdx) apply to draft orders as well.
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### Editing Draft Orders
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Similar to regular orders, draft orders can be [edited](../edit/page.mdx), allowing admin users to add, update, or remove items, as well as add shipping methods.
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When the order edit is confirmed on the draft order, the changes are applied directly to the draft order and its [version](../order-versioning/page.mdx) is incremented.
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### Converting Draft Orders to Regular Orders
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Once a draft order is finalized and ready for processing, it can be converted to a regular order. This involves:
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- Changing its `status` property to `pending`.
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- Changing its `is_draft_order` property to `false`.
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Admin users can then manage the order like any other regular order, including processing payments and fulfilling items.
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@@ -29,7 +29,7 @@ Learn more about why modules are isolated in [this documentation](!docs!/learn/f
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## Order Features
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- [Order Management](./concepts/page.mdx): Store and manage your orders to retrieve, create, cancel, and perform other operations.
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- Draft Orders: Allow merchants to create orders on behalf of their customers as draft orders that later are transformed to regular orders.
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- [Draft Orders](./draft-orders/page.mdx): Allow merchants to create orders on behalf of their customers as draft orders that later are transformed to regular orders.
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- [Apply Promotion Adjustments](./promotion-adjustments/page.mdx): Apply promotions or discounts to the order's items and shipping methods by adding adjustment lines that are factored into their subtotals.
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- [Apply Tax Lines](./tax-lines/page.mdx): Apply tax lines to an order's line items and shipping methods.
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- [Returns](./return/page.mdx), [Edits](./edit/page.mdx), [Exchanges](./exchange/page.mdx), and [Claims](./claim/page.mdx): Make [changes](./order-change/page.mdx) to an order to edit, return, or exchange its items, with [version-based control](./order-versioning/page.mdx) over the order's timeline.
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