> For the complete documentation index, see [llms.txt](https://crushsuite.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://crushsuite.gitbook.io/docs/compliance/orders-and-fulfillment/creating-draft-orders.md).

# Creating Draft Orders

Draft orders let you manually create orders for phone sales, in-person pickups, or other situations where the customer isn't going through your standard online checkout. CrushSuite supports draft orde

### Important: Customer DOB is Required

For a draft order to process through Vinoshipper, the customer must have a date of birth in their Shopify metafields. Without DOB, the order will fail compliance verification.

### Steps

#### Step 1: Create or Edit the Customer

1. In Shopify, go to **Customers**.
2. Add a new customer or edit an existing one.
3. Enter their full address.
4. Scroll down to **Metafields** and add their **Date of Birth**. This step is critical — the order will fail without it.

#### Step 2: Create the Draft Order

1. In Shopify, go to **Orders** → **Create Order**.
2. Add the customer you just created or edited.
3. Add the products to the order.
4. The order won't process until you collect payment or mark it as paid.

#### Step 3: Confirm in Vinoshipper

After the draft order is marked as paid, it syncs through CrushSuite to Vinoshipper. Open Vinoshipper and check **Orders** to confirm it was created successfully.

### Common Issues

* **Order fails:** Most draft order failures are caused by a missing DOB. Go back to the customer record and add it.
* **Products not found:** Make sure the products in the draft order exist in Vinoshipper and are synced with CrushSuite.

> 📸 **Screenshot:** Shopify customer edit page showing the Date of Birth metafield
