Draft Orders
Prepare an order, reserve inventory when needed, and convert it to warehouse work.
Use a to prepare a purchase and optionally reserve before starting fulfillment.
Creating a Draft Order
- Open Create Order (opens the Cybership dashboard in a new tab).
- Select the shop and enter the customer, shipping, and billing details.
- Add products, quantities, and pricing. Review discounts, tax, shipping, notes, and any payment terms.
- Use Configuration for supported packing, fulfillment, address-verification, and shipping overrides. Unset fields inherit from the merchant relationship or team.
- Review the draft before saving or converting it.
Payment processing depends on the connected sales platform or external payment system; preparing a draft does not itself collect payment.
Inventory Reservations
A draft does not affect inventory unless it reserves stock. A reservation increases Unavailable and reduces Available, without changing On Hand or Sellable On Hand. Set an expiration when the hold should end automatically.
When the draft converts, its reservation is released and fulfillment-order allocation determines the committed inventory. Removing or expiring a reservation releases the hold. See Understanding Inventory.
Editing Draft Orders
Open Draft Orders (opens the Cybership dashboard in a new tab), select the draft, and use Edit when available. Review changes and save.
ShipOS permits editing, conversion, and deletion only for manual-shop drafts that are not completed and are not linked to an active order. Imported drafts must be managed through their sales channel. Completed drafts remain available for viewing and linking to the resulting order.
Converting to Active Orders
Review the items, addresses, pricing, and configuration, then use the draft's conversion action. The draft becomes Completed and links to the active order. Routing creates the applicable fulfillment orders; their readiness determines whether warehouse processing can begin.
Conversion ends draft editing. Check the resulting order rather than trying to convert the draft again.
Draft Order Status
Open and Invoice Sent describe work still being prepared or awaiting payment. Completed means the draft has been finalized. Status alone does not grant editing rights; shop type, linked order, and your permissions also determine available actions.
See Configuration for inherited settings and Orders for the active order workflow.