> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/price-list/draft-orders.md).
# Draft orders and orders created in Admin
Apply customer pricing when your team creates an order in Shopify Admin.
**Taking an order by phone or email? You can apply the buyer's Dollarlabs pricing to a Shopify draft order.** Enable automatic discounts on the draft before you send an invoice or take payment. If a line mixes full cases and loose units, use [Split Line Items](#full-cases-plus-loose-units-split-line-items) instead.
Creating the draft alone does not apply those discounts. Shopify provides a separate option for this. See [Shopify's draft-order discount instructions](https://help.shopify.com/en/manual/fulfillment/managing-orders/create-orders/discounts#apply-all-eligible-automatic-discounts).
```mermaid
flowchart TD
draft["Create a draft order"] --> customer["Select the buyer and catalog variants"]
customer --> discounts["Apply all eligible automatic discounts"]
discounts --> check["Check the discount and total"]
check --> invoice["Send invoice or collect payment"]
```
**Check first, then charge.** Selecting a customer alone does not enable automatic discounts.
## Before you start
* **Enable the price list** in Dollarlabs and finish saving or importing your prices. Check [Jobs & history](/dollarlabs-b2b-custom-pricing/price-list/jobs-and-history.md) if an update is still processing.
* **Use the right customer.** For tag-specific pricing, select a customer with the matching [pricing tag](/dollarlabs-b2b-custom-pricing/getting-started/customer-tags-and-columns.md). Default pricing can apply without that tag, according to your configuration.
* **Add products from your catalog.** Choose the priced variant. A custom line item with the same name does not carry that variant's Dollarlabs rules.
## Apply the price
{% stepper %}
{% step %}
### Create or open the draft
In Shopify Admin, go to **Orders → Drafts**. Open an existing draft or choose **Create order**.
{% endstep %}
{% step %}
### Select the customer and products
Attach the customer, select the catalog variants, and enter the quantities. For tier or case pricing, use the quantity you intend to sell.
{% endstep %}
{% step %}
### Enable automatic discounts
Under **Payment**, select **Add discount**. Check **Apply all eligible automatic discounts**, then select **Done**.
Tick Apply all eligible automatic discounts so the draft uses the buyer's pricing.
This includes other eligible automatic discounts in your store. Check your [discount combination settings](/dollarlabs-b2b-custom-pricing/price-list/price-list-settings.md) and avoid adding the same discount again manually.
{% endstep %}
{% step %}
### Check the result
Review the discount and total before sending the invoice or collecting payment. Recheck after changing the customer, variants or quantities.
{% endstep %}
{% endstepper %}
## Full cases plus loose units: Split Line Items
A line that mixes full cases and loose units has two prices: the case price and the loose price. Shopify cannot apply that discount evenly across one line, so the draft cannot collect payment correctly until the line is split.
{% hint style="warning" %}
**Selling full cases plus loose units on a draft?** Open **More actions → Split Line Items** and select **Split All**. The app splits each line into its case and loose parts and adds the price as a **Price list** discount on each line, so you can collect payment. It also turns off automatic discounts on that draft — leave them off, or the price list applies a second time.
{% endhint %}
{% hint style="info" %}
Split before you send the invoice. Split Line Items does not change a draft after its invoice is sent or once it is completed. Quantities must also meet the case size and minimum first.
{% endhint %}
Split a case-plus-loose line before you send the invoice.
The dialog lists each line that needs splitting, with its case size, its quantity and **Will split to**, for example *6 case + 1 loose*. Shopify checks the new prices before the app saves them. The split rows show the discounts **Price list · case** and **Price list · loose**, and other lines that the price list prices get a **Price list** discount.
If no line needs splitting, the dialog says **All line items are ready for payment**. Use automatic discounts as described above.
{% hint style="info" %}
Only lines priced with **Case price for full cases, loose price for the rest** need a split. With **Loose price for the whole order**, every unit has the same price, so automatic discounts are enough: 13 pencils in cases of 12 are all charged at the loose price.
{% endhint %}
Because automatic discounts are off after a split, other automatic discounts in your store no longer apply to that draft. Check the total before you send the invoice.
## Example: two pads at a wholesale price
Suppose a pad's catalog price is **$10**, its Wholesale price is **$8**, and no other discount applies.
| On this draft | Amount |
| ---------------------------------------------- | ------: |
| 2 pads at the catalog price | $20 |
| Dollarlabs discount for the Wholesale customer | −$4 |
| **Product subtotal after discount** | **$16** |
Tax and shipping are separate. Your saved prices and the draft's discount breakdown determine the actual amount.
## If the expected price is missing
Check the draft's automatic-discount option (or, after Split Line Items, the **Price list** discount on each line), the selected customer's tags, the exact variant, the saved rule and quantity, and whether the price list is active. Then check for other discounts affecting the result.
The option to accept discount codes at invoice checkout is a separate setting. This guide covers pricing a draft before it becomes an order; it does not reprice an already completed order.
