The New create order flow is in beta. Turn it on under Beta features first.
Create the order
With the beta flow you pick the customer inside Supercycle, then add cycles to the Shopify draft order with the Add cycles action.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
Open Add cycles
On the draft order, select More actions > Add cycles.
5
Choose a method and start date
Select a Method and, for a calendar rental, a Duration and Start date. If the order already contains cycles, select one of the presets built from them instead.Selecting Membership offers the memberships the customer already holds, and New membership plan to sell them one. See Membership overview.
6
Add the products
Select Add products and pick the product. Supercycle checks the item’s availability for those dates. When each line shows how many items are available, select Add to order. Repeat for any other cycles.
7
Customize the draft order (optional)
On the draft order, apply discounts, add shipping, or add tags and a note.
Adding a product directly on the draft order doesn’t create a cycle for it. Add cycles with Add cycles.
8
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.
Inventory added to the draft order is reserved automatically. See Reserve inventory on a draft order.