docs: general updates and fixes (#13620)
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@@ -39,7 +39,7 @@ You can create the draft order and convert it to a regular order once it is read
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To create a draft order:
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1. Go to Orders -> Drafts.
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2. Click on the Create button at the top right.
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2. Click on the Create button in the main section's header.
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3. In the form that opens, enter the following information:
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- **Region**: Choose the region for the draft order. This determines the currency and tax rules applied to the order.
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- **Sales Channel**: Select the sales channel for the draft order. This defines where the order is being placed, affects which inventory items are available, and determines which shipping options are applicable to the order.
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@@ -80,7 +80,7 @@ To view the JSON structure, click the <InlineIcon Icon={ArrowUpRightOnBox} alt="
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To edit the sales channel of a draft order:
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1. Go to the draft order's details page.
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2. In the first section displaying the order's number and region, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. In the first section displaying the order's number and region, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the draft order's row.
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3. Select "Edit sales channel" from the dropdown menu.
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4. In the side window that opens, select the new sales channel from the dropdown.
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5. Click the Save button.
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@@ -94,10 +94,10 @@ To edit the sales channel of a draft order:
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To add, edit, or remove items from a draft order:
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1. Go to the draft order's details page.
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2. In the Summary section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the Summary section's header.
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3. Select "Edit items" from the dropdown menu.
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4. In the form that opens:
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- To add an item, click the <InlineIcon Icon={Plus} alt="plus" /> button at the right of the "Items" section. From the dropdown, you can either choose:
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- To add an item, click the <InlineIcon Icon={Plus} alt="plus" /> button in the "Items" section's header. From the dropdown, you can either choose:
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- **Add items**: Add existing product variants to the draft order. This will open the product variant selection window.
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- **Add custom item**: Add a custom item that's only available in this draft order. This will open a form to enter the item's title, price, and quantity.
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- To edit an existing item, click the <InlineIcon Icon={PencilSquare} alt="pencil" /> button in the item's row. This will allow you to change the item's quantity and price.
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@@ -115,7 +115,7 @@ The items in the Summary section will be updated accordingly.
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To add or remove promotions applied to the draft order:
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1. Go to the draft order's details page.
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2. In the Summary section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the Summary section's header.
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3. Select "Edit promotions" from the dropdown menu.
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4. In the side window that opens:
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- To add a promotion, choose it from the dropdown menu.
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@@ -142,8 +142,8 @@ To manage the shipping methods of a draft order:
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- **Custom amount**: (optional) If you want to override the price of the shipping option, you can set a custom amount.
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- **Items to ship**: This section only shows you which items this shipping option ships. You cannot edit this section.
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- Once you're done, click the "Add" button.
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- To edit the shipping option of a shipping profile, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right of the shipping option and choose "Edit shipping option" from the dropdown. You can edit the location, shipping option, and custom amount.
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- To remove a shipping option from the draft order, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right of the shipping option and choose "Remove shipping option" from the dropdown.
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- To edit the shipping option of a shipping profile, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the shipping option's row and choose "Edit shipping option" from the dropdown. You can edit the location, shipping option, and custom amount.
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- To remove a shipping option from the draft order, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the shipping option's row and choose "Remove shipping option" from the dropdown.
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4. Once you're done managing the shipping methods, click the "Save" button.
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The Shipping section will be updated accordingly.
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@@ -161,7 +161,7 @@ If you've associated the draft order with a customer in your store, you can tran
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To transfer the draft order to another customer:
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1. Go to the draft order's details page.
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2. In the Customer section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the Customer section's header.
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3. Choose "Transfer ownership" from the dropdown menu.
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4. In the side window that opens, choose the customer to transfer the draft order to in the "New customer" field.
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5. Once you're done, click the "Save" button.
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@@ -175,7 +175,7 @@ The draft order has an associated email address that is used to send order updat
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To edit the email address associated with a draft order:
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1. Go to the draft order's details page.
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2. In the Customer section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the Customer section's header.
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3. Choose "Edit email" from the dropdown menu.
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4. In the side window that opens, enter the new email address in the "Email" field.
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5. Once you're done, click the "Save" button.
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@@ -191,7 +191,7 @@ Updates related to the order will be sent to the new email address.
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To edit the shipping address used for a draft order:
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1. Go to the draft order's details page.
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2. In the Customer section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the Customer section's header.
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3. Choose "Edit shipping address" from the dropdown menu.
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4. In the side window that opens, you can update the shipping address details, including the country, first and last names, company, address lines, city, state, postal code, and phone number.
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5. Once you're done, click the "Save" button.
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@@ -205,7 +205,7 @@ To edit the shipping address used for a draft order:
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To edit the billing address used for a draft order:
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1. Go to the draft order's details page.
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2. In the Customer section, click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon in the Customer section's header.
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3. Choose "Edit billing address" from the dropdown menu.
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4. In the side window that opens, you can update the billing address details, including the country, first and last names, company, address lines, city, state, postal code, and phone number.
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5. Once you're done, click the "Save" button.
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@@ -222,14 +222,14 @@ When the draft order is converted to an order, the metadata will be carried over
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To edit the draft order's metadata:
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1. Click the <InlineIcon Icon={ArrowUpRightOnBox} alt="arrow" /> icon at the right of the "Metadata" section.
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1. Click the <InlineIcon Icon={ArrowUpRightOnBox} alt="arrow" /> icon in the "Metadata" section.
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2. In the side window that opens:
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- Manage the key-value pairs in the table.
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- To add a new row of key-value pairs before or after a row:
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- Hover over the row and click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at its right.
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- Hover over the row and click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at its end.
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- Choose "Insert row above" or "Insert row below" from the dropdown.
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- To delete a row of key-value pairs:
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- Hover over the row and click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at its right.
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- Hover over the row and click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at its end.
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- Choose "Delete row" from the dropdown.
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3. Once you're done, click the Save button.
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@@ -266,5 +266,5 @@ Deleting a draft order is irreversible.
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To delete a draft order:
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1. Go to the draft order's details page.
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2. In the first section displaying the order's number and region, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the right.
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2. In the first section displaying the order's number and region, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon.
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3. Choose "Delete draft order" from the dropdown menu.
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