Order drafts

Order drafts are open orders which can be created by sales representatives on behalf of customers. Using impersonation, the sales representative can access personal prices, modify unit prices, and apply custom orderline discounts. The order draft can then be reviewed by the customer and converted into an order either by the customer themselves or by the sales representative through impersonation.

Read more about the order drafts feature on the Features page.

The feature is based on impersonation, so make sure this is set up before continuing - you can use this guide to set up impersonation on Rapido.

Figure 1.1 Editing an order draft (from a sales rep.'s perspective)

Before you can use order drafts in the customer center, you must go to Settings > Ecommerce > Advanced configuration > Shopping cart and check Do not delete carts with 0 orderlines (Figure 1.2).

This functionality makes it possible to have empty drafts available with 0 products when creating a new draft. If this is not enabled, your drafts will automatically be removed from the order draft list when they are empty.

Figure 1.2 Enable carts with 0 orderlines

Firstly, you will need to create a new page in the customer center to present the user with an order draft list.

Create a new page, name it My order drafts and set it to Hide in menu. Enter Visual Editor and add an empty column with the App item type to an empty row. Attach the Customer Center app to it (Figure 2.1).

(For Rapido 3.2 and below, just add a simple paragraph to the page and attach the Customer Center app to it).

Figure 2.1 Attach the Customer Center app to an empty paragraph

There are only two settings you need to change. The first is in the Templates section, where you must select the Cart List template CartList.cshtml (Figure 2.2).

The Cart list template is the only template that should be set. The default template for the other options should be non-existing, but if they do exist then set their template to Nothing selected.

Figure 2.2 Select the Cart List template

The second is in the Orders section, where you must set it to retrieve list based on Own orders and orders made by users that current user can impersonate (Figure 2.3).

Figure 2.3 The Orders section

Now, save these changes and go back to the page (exit Visual Editor). Enter the page properties and in the Options tab, click Navigation (Figure 3.1). Enter OrderDraft as the navigation tag.

Figure 3.1 Set the navigation tag on the order draft list page

The details page of an order draft is rendered using the Shopping cart app.

Create a subpage to the Order draft list page and set it to Hide in menu. Enter Visual Editor and add an empty column with the App item type to an empty row. Attach the Shopping cart app to it (Figure 4.1).

(For Rapido 3.2 and below, just add a simple paragraph to the page and attach the Shopping cart app to it).

Figure 4.1 Attach the Shopping cart app to an empty paragraph

In the app settings, you must select your shop as shown in Figure 4.2.

Figure 4.2 Select your shop

Then under Steps, you must edit the Show Cart step and select the CartDetails.cshtml template (Figure 4.3).

Figure 4.3 Edit the Show Cart step

Delete the Information and Receipt steps as these are not needed. The Steps section should look like Figure 5.1.

Figure 5.1 Delete the Information and Receipt steps

Now, save these changes and go back to the page (exit Visual Editor). Enter the page properties and in the Options tab, click Navigation (Figure 5.2). Enter DraftDetails as the navigation tag.

Figure 5.2 Set the navigation tag on the order draft details page