Creating draft orders

When a call turns into a sale, RevLogic lets your sales team start the order without leaving the customer's card. This article explains the New Order button, the two ways it can behave, and where the order ends up.

Click New Order on any customer — from their card on the Dashboard, from a row in the Customers table, or from a Winback entry. RevLogic uses what it already knows about that customer to skip the manual data entry.

What happens next depends on one setting: Order Entry Screen in Settings, which is on by default.

With the advanced screen enabled, New Order opens RevLogic's dedicated order-entry screen for that customer. It's built for phone sales and includes:

• Product search across your catalog.
• Customer intelligence alongside the order, so you can see what they usually buy while you build the cart.
• Cross-sell recommendations — a “Goes with this order” section that suggests add-ons based on your store's real basket history.
• Per-line pricing and discounts, so you can quote and adjust as you talk.
• A single-click handoff to Shopify's payment collection when the order is ready.

This screen works whether or not the customer has an intelligence profile, so you can use it for brand-new accounts too.

If you turn the advanced screen off in Settings, New Order creates a standard Shopify draft order instead. You get two choices under Native New Order Behavior:

• Create prepopulated draft order — a Shopify draft with the customer's name, email, and address already filled in, plus a placeholder line item to replace with the real products. Best for skipping data entry.
• Open blank new order screen — the standard Shopify draft page with nothing filled in. Best if you like to start from scratch or pick a different customer at order time.

However you start it, the order is created as a draft order in your Shopify admin, under Orders → Drafts. RevLogic opens it there for you so you can finish, collect payment, or send an invoice using Shopify's normal tools.

For accounts that use Shopify B2B (companies and company locations), RevLogic creates the draft against the right purchasing company and location rather than an individual customer, so contract pricing and terms apply correctly.

Every draft order you start from a customer is recorded on their activity timeline as a “Draft order” entry, so you and your team can see the account's full history — calls, notes, and orders — in one place. You can hide draft-order entries from the timeline with the “Show draft orders” toggle if you prefer a cleaner view.

Your very first draft order also checks off a step in the Home setup guide, so you know the feature is working end to end.

• Cross-sell recommendations and pitch chips — get more into each order.
• The merchandising strategy matrix — steer what your team offers.