Create the order
You can create a cycle order on a customer’s behalf from the Supercycle admin. Supercycle builds a Shopify draft order for you to take payment on.An in-app create order flow is in beta. It’s described on Create cycle order under the New create order flow beta feature.
1
Open Cycles
Go to Cycles and select Create cycle order.
2
Pick or add a customer
Supercycle asks who the order is for before it opens the Shopify draft order. Search for a Shopify customer by name or email and select them. If they don’t exist yet, select Add new customer and enter their first name, last name, and email. Email is required.
The customer picker searches every customer in your Shopify store, not only the customers already synced to Supercycle.
3
Continue to the draft order
Select Continue. Supercycle creates a Shopify draft order for the customer you selected.
4
Add cycles
On the draft order, select More actions > Add cycles. Supercycle already saved this draft. If you started the draft in Shopify, select Save first. Then search for the product, select its method, and for a calendar rental select the rental period and dates so Supercycle can check availability.
Select More actions > Add cycles. The Placeholder item line is a reminder to add the cycles. Its description says Use the ‘Add rentals’ action to add rental items to this draft order. Adding the product from Shopify’s product field creates no cycle and allocates no item.
5
Add them to the draft
Select Add to draft order. Supercycle adds the cycles and removes the placeholder line.
6
Customize the draft order (optional)
On the draft order, apply discounts, add shipping, or add tags and a note.
Use More actions > Add cycles. Adding a product from Shopify’s product field doesn’t create a cycle.
7
Take payment and create the order
Select Collect payment to mark the order as paid or enter card details, or tick Payment due later. Then create the order. The order appears in Shopify, and its cycles appear on Cycles.
Reserve inventory on a draft order
A draft order hasn’t been paid, so the units on it aren’t held unless they’re reserved. Without a reserve, another customer can book the same item while the draft sits waiting for payment.Automatic reserves
Supercycle reserves inventory automatically whenever cycles are added to a draft order, so a unit can’t be double-booked while the draft is unpaid. Nothing is required from you, and Shopify shows Reserve items as active on the draft. The reserve lasts 7 days from when the draft is created. Change either behavior under Channels, in the Draft orders section:- Reserve inventory automatically. Turns the behavior on or off.
- Reserve inventory for. How long inventory stays reserved after the draft order is created.
Reserve items by hand
Reserve items on a draft yourself with Shopify’s Reserve items, which is useful when automatic reserves are off or you want a specific expiry.1
Open the draft order
Go to Draft orders and open the draft that contains the cycle.
2
Turn on Reserve items
In the Reserve items card, set an expiry date and time, then select Save. Shopify shows the reserve as active on the draft.
Changing the cycle dates on the draft moves the reserve window with them.
When a reserve is released
The reserve ends as soon as any of these happens:- You turn Reserve items off on the draft.
- The customer pays and the draft becomes an order, and the cycle picks an available unit as normal.
- The draft is canceled or deleted.
- You remove the cycle line from the draft.
- The reserve expiry time passes.