The Scenario
The B2B sales team closed 40 wholesale deals this week. The deal details — customer IDs, line items, custom pricing — are tracked in an Excel workbook. Every approved deal needs to become a Shopify draft order before the finance team can issue invoices. The sales director needs the draft order numbers on her desk by 5 PM.
The person who usually creates the draft orders is on vacation.
The bad version:
- Open Shopify's draft order screen, click New draft order, select the customer, add line item one, set the custom price, add line item two, set the custom price, continue through all 8 line items for deal 1, save.
- Navigate back. Create deal 2. 40 times.
- Make one customer selection error on deal 23 and not notice until the invoice is sent to the wrong person.
5 PM is when the invoices go out. The draft order numbers have to exist before that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads each deal row, creates the corresponding Shopify draft order with all line items and custom pricing, and writes the draft order ID back — without touching the admin.
Read my Wholesale Quotes Excel sheet and create draft orders in Shopify for every row where column M says 'approved', then write the draft order number into column N
What You Get
- A Shopify draft order created for each approved row, with all line items and custom pricing applied as specified.
- The draft order number written back into column N for each created order.
- The finance team can send invoice links from the Shopify admin draft orders immediately.
What If the Data Is Not Quite Ready
Customer IDs are missing — the workbook has customer email addresses
For each row in my Wholesale Quotes Excel sheet where column M is 'approved' and column N is blank, look up the Shopify customer by email in column B — create a draft order with line items from columns C through J and custom price in column K — write the draft order ID into column N
Some deals have variable numbers of line items — blank line item columns should be skipped
For each row in my Wholesale Quotes Excel sheet where column M is 'approved' and column N is blank, create a Shopify draft order using customer ID in column A — read variant/quantity pairs from columns C-D, E-F, G-H, I-J (skip blank pairs) — use custom price in column K — write draft order ID into column N
A note needs to be added to each draft order with the deal reference from column O
For each row in my Wholesale Quotes Excel sheet where column M is 'approved' and column N is blank, create a Shopify draft order using customer ID (A), line items from columns C through J, custom price (K) — add note from column O to each draft order — write draft order ID into column N
Look up customers by email, skip non-approved rows, handle variable line items, add note, write ID and URL
For each row in my Wholesale Quotes Excel sheet where column M is 'approved' and column N is blank, look up Shopify customer by email in column B — create draft order with variant/quantity pairs from columns C through J (skip blanks), custom price in column K, note from column O — write draft order ID into column N and the Shopify admin URL into column P
One prompt handles customer lookup, variable line item parsing, and draft order creation — three steps that would each be manual otherwise.
Try It
Get the 7-day free trial of SheetXAI and open the wholesale quote workbook before 5 PM, then ask SheetXAI to convert all 40 approved deals into draft orders before the finance team runs invoices. Next week's deal batch will use the same prompt. Also worth reading: how to export draft orders and their status for revenue reporting, or the hub overview for all Shopify workflows.