Enter the customer once—from lead to Shopify checkout.

Keep the customer as a lead while you add notes, products, and follow-up. When they are ready, create a Shopify draft using the information BikeShop Desk already has.

Customer drawer with product selection and Create Draft button

Build the order in context

Keep the customer and their products together

Search the Shopify catalog or add a custom item in the customer drawer. Choose what belongs in the draft, set quantities, and keep the record available while the customer decides.

No retyping the customer’s name or contact information
Shopify products and custom items
Quantities and saved product selections
Draft creation stays inside the staff workflow

Option 1

Send the invoice from Shopify

Open the created draft in Shopify, review the order, and use Shopify’s invoice and checkout flow.

Option 2

Load the draft into Shopify POS

Use the BikeShop Desk POS tile to find the draft and load its supported items into the POS cart for an in-store checkout.

Shopify handles checkout

BikeShop Desk does not process the payment

Draft orders, invoices, POS carts, taxes, discounts, and payment stay in Shopify. BikeShop Desk removes repeated entry and keeps the customer workflow connected to that checkout.

Draft orders and POS loading start with Starter

BikeShop Desk is currently under Shopify App Store review.

Ask about the checkout workflow