Orders

  • Learn how to manage, update an order

  • Add Internal Note to Order

    As you may know, an (internal) note is something that can only be seen by you or your staff members. Adding notes to the orders can help you when you want to give some special instructions to your staffs and is a thing that you should do when you manage orders in general. However, the method of adding internal notes to your desktop version is different from that of the IOS or Android version.

  • Contact Customer About Order

    There are many ways for you, an owner of a store on Shopify to contact the customers since Shopify system store your customers’ information. The customers will leave their contact numbers or emails at the checkout so if they leave the phone number, you can simply call or text them to inform, otherwise, you should email them.

  • Email Invoice

    As an owner of an online store on Shopify, your job when you have the orders is to email the invoices to your customer. The invoices that you sent will take your customers to the checkout page for their recent orders. They will fill in the information for the method of payment, shipping services, and other information needed. After this process, the draft order will be transferred to an official order and marked as paid. Be cautious not to mark a draft order as paid, this action will cause trouble to the checkout process.

  • Edit Customer Information

    When you run your online store on Shopify, you are not only fulfilling your orders and taking payment. There are sometimes when you in the situation which you have to make changes to the orders. For example, your clients change their contact address and you need to update that.

  • View an Order's Timeline

    Shopify provides you with the Timeline section to help you keep track of the orders and to make notes in the orders. It is also can be used as a mean to contact your employees and attach files to provide context more information. We ensure you that all of the notes and comments you make will be internal and not visible to your customers.

  • Check if Email Templates have been Customized

    Your email templates will control the Order confirmation and Shipping emails which will be sent to your customers when you fulfill and update orders.

  • Manually Add the Order Status URL to your Email Templates

    In the previous post, I have shared with you the way to check whether your email templates have been customized or not.

  • Run Scripts Only on the First Visit on Shopify

    From the order status page that you can view, your analytics will count the sale regardless of the customers just check on their shipments. This might cause wrong analytics. Hence, to prevent them from counting inaccurate, you can learn how to run scripts only on the first visit so that your additional scripts is run only the first time your customers view their order status page.

  • Show Content Based On an Order for A Particular Product

    The customers can buy a particular product directly by downloading it such as a digital product. When you sell the particular product, you must know about every issue around providing the customers the link to download it.

  • View the Status Page for One of your Orders

    Your customers will receive a link to their order status page by email when you fulfill or update the orders, or even when you include a tracking number to your fullfiled orders. The email templates will consist of the URL to the customer’s order status page such as order confirmation, shipping confirmation, and shipping update by default.

  • Add an Opt-In for Order Updates

    In the previous posts, I have shared with you on how to view the status page for one of your orders, how to check if email templates have been customized, and how to manually add the order status URL to your email templates. Now, let’s discuss one crucial subject which is how customers will receive order updates.

  • Attach an Order Tag

    When you run your shop, there will be a point that your shop is filled with a ton of orders and it is hard for you if you want to find the one you need. In this case, Shopify provides you with a solution to this problem which is to attach an order tag. This tag would help you in organizing your order and get to them quickly later.

  • Enable Push Notifications

    When you run your store, sometimes you do not pay enough attention to it and miss the order. This problem sometimes leads to the customer dissatisfaction because the service of your store is not good enough. To deal with this problem, the best way is to enable your notification so that your phone will display a notification when your shop has an order. This is a detailed guideline on How to enable push notifications on Shopify which will provide you with the detailed instruction so make sure to read this writing carefully. The notification system is only on the app so you will not receive any alerts if you are on your computer. This writing will only give you the guideline on how to enable the notification on iPhone and Android.

  • Show Content Based on Customer's Locations

    This post is about how to show content based on customers’ location. As a shop owner, you maybe want to send a custom message for some specific regions, just like sometimes you need to show content based on shipping method. After following this, the message you expected will be shown on the order status page and only who are in the acceptable locations can view it. Here is a step-by-step tutorial for you.

  • Translate Order Status Page

    On your Shopify store, you can control the language which is used on your order status page. You can change all the order status page to the language that you have chosen. Or you can also translate your messaging line by line if you feel that the default text not suitable for your branding. Even though this task might seem trivial, it is one of the things that you need to do to manage your orders as a Shopify store owner.

  • Show Content Based on Shipping Method

    Many shop owners on Shopify also have their brick and mortar stores. In other words, they have not only the online shop but also the physical shop in real life. Hence, if the customers want to get the product, they have two options. They can add the item to their carts and pay for the shipping cost. However, it’s not a good idea if they live close to your physical store.

  • Fulfill Orders Manually

    The process of shipping the order to customers is referred to order fulfillment in Shopify. By default, the orders are set to be automatically fulfilled but you can change this setting and fulfill it manually. One advantage of fulfilling manually is that you can track your inventory and manage the sending time of an order. For such characteristics, this kind of fulfillment method is suitable for business which:

  • Cancel Fulfillment

    Somedays, you might make a mistake when fulfill complete orders manually. When it happens, you need to cancel the fulfillment to avoid any refund or additional fee charged. If you are in this situation and you don’t know what to do, follow this article and you will know how to cancel a fulfillment on Shopify.

  • Capture Single Payment Manually

    Once a customer uses a credit card to pay for their selected products, he or she needs to capture and sent the payment information to their bank for processing. You can capture payments in both manual and automatical ways. I’m going to talk about capturing a single payment manually in this post. But in case you already set up automatic capture, you have to make sure that you receive the funds from credit card payments. Or in case the payment method that you had set up is the manual one, then, in the Orders section of your Shopify, you’ll have to take a screenshot of each order’s funds.

  • Fulfill Many Orders At Once Manually

    You may know how to fulfill complete orders manually but it is inconvenient and time-consuming for you to do it one-by-one by clicking on each order and complete around 5-6 steps. Do not worry because you can fulfill a number of orders at one try only. If you are curious about this process, keep reading and you will discover the way to fulfill many orders at once manually on Shopify.

  • Refund Part of an Order

    When it comes to refunding, the Shopify platform allows you to not only refund an entire order, but also refund an order partially for specific items in that order. You could continue to issue partial refunds of an order until the original value of the order, the amount available to refund, is reached. If you use Shopify POS to refund orders to store credit, then the amount can be refunded to the original method of purchase later on.

  • Save Filter or Search

    Managing a large number of orders at the same time could be a very time-consuming and messy task, especially for the inexperienced.

  • Sort Orders List

    Along with the growth of your business, you receive more and more orders. That’s when sorting your order list become an important task. Because even when receiving a large number of orders is every store owner’s wish, managing all these orders or sorting your order lists at the same time could be an incredibly challenging task, especially for inexperienced managers.

  • Use Bulk Actions with Filter

    As a Shopify store manager, you might already know how to view an order on Shopify, or how to sort your orders list.

  • View Order

    As your business grows, the number of orders you receive increases. The larger the number of orders, the happier the store owner. However, managing lots of orders all at once could be very difficult and messy, especially for inexperienced managers.

  • Delete an Order

    The more prosper your business grows, the greater the number of orders you’ll receive. It is difficult to make orders arrive, but it is even more challenging to manage such a long, messy list of received orders with myriads of different requirement pouring from all over the world. Handling this hefty number of orders requires excellent management skills, or just simply a supportive and helpful platform, which is the reason why Shopify comes into effect.

  • Print Order

    Even though a large number of orders clearly signals the prosperity of a business, it requires extra effort and excellent management skills to handle all the emerging tasks. Conveniently enough, as a Shopify merchant, you are aided with a very useful platform which is designed specifically to lighten your burden managing your online store in general and managing your list of orders, in particular.

  • Review an Order's Transaction History

    All of your orders’ transaction history is displayed in the order timeline section in the Order field. After you issued a refund to a customer, either refunding an entire order or refunding part of an order, it will all be recorded to your history.

  • View Order's Conversion Summary

    Every time a customer made an order, there will be a conversion summary on an order detail pages which is specific to the customer making that order. Shopify’s conversion summary gives an exact overview of a customer’s previous visits and behavior leading up to a purchase from your store, from which you can classify your customer from newbie to loyal customers, and then have the different marketing campaigns for each customer segment.

  • View the Fraud Analysis For an Order

    Sometimes, some of your orders might be considered as fraudulent. And if these fraudulent orders are not identified, you may encounter problem like chargebacks. To avoid this, we have Shopify’s fraud analysis. And, depending on which Shopify plan you are on, there are two kind of fraud analysis:

  • Cancel Order

    There are several reasons for canceling an order. Some of the most common are: There is a fraud in the order. The customer asks for a cancellation. The items ordered in the order are unavailable.

  • Email Customer Link to their Abandoned Checkout Manually

    Every now and then, while shopping on a website, a customer may be distracted by something else that they forget to complete the checkout after adding products to their cart. And when their contact information is provided but the customer doesn’t complete the order, the result is that their cart is stored as an abandoned checkout.

  • Enable Automatic Abandoned Checkout Recovery Emails

    Sometimes, sending a customer a link to their abandoned checkout manually takes time, especially when there are more than just one customer forgetting their carts. Instead, you can learn how to enable automatic abandoned checkout recovery emails, in this way, each email will be connected with the abandoned cart of a customer through a link, from which allows them to complete the checkout if they still want to. This will help to save a lot of time for other tasks. Therefore, in this writing today, I have prepared things that you should know about this feature.

  • View Marketing Activity Reports

    Marketing campaigns are necessary for every online shop. And tracking the activity of marketing campaign is an important task of a manager. That’s why you need a marketing activity report for your website. If you are using apps for your marketing activity, then you can see how well your marketing is doing through the marketing activity reports.

  • Add Products to a Draft Order

    Draft order is and order created by the owner of the store on behalf of the customer. It is very useful when it comes to some situations like accepting payment, send invoices and sell products at a discount.

  • Add Tag to Order

    There might be sometimes when your shop is filled with orders and this situation make it hard for you to handle those order properly. In order to help you with this problem, Shopify provides you with the tags which you can add to the orders of your shop to classify them, as a result, you will manage the store better.

  • Apply Discount to a Specific Item

    Creating draft orders is necessary when you want to apply a fixed discount rate to your products. The discount rate added can be applied to the whole order or to one specific item in the order. Remember that, the discount rate added to one item or the whole order will be summed to the total price of the order so you must be cautious not to duplicate the discount rate.

  • Create Draft Order

    Draft order is the order which you make on behalf of your customers, this order is similar to the one that customers make themselves. The draft order will be considered as an official order when you accept the payment from your clients. You can make the draft order for your customers and email them the invoice through the Shopify system. This is an instructional writing on how to create a draft order on Shopify. This instruction will provide you with the detailed guideline so take your time to read and follow it carefully. How to create a draft order Step 1: Go to Orders Step 2: Click Create order Step 3: Add products Step 4: Customize the order Step 5: Choose one action to do Step 1: Go to Orders After you get to the Shopify admin screen, notice on the left-hand-side of the page, there is a button called Orders, click on that button to get to the Order page.

  • Fulfill Part of Order Manually

    Fulfillment order is the process of shipping the products to the customers in Shopify. You can choose to fulfill it automatically or manually based on your purposes. For manual fulfillment, you can select to fulfill all products at once or fulfill part of the order. In case one or more of your products are out of stock or the order includes pre-order items, the partial fulfillment is more convenient than the remaining. Therefore, if you wonder how to fulfill part of an order manually on Shopify, keep reading to discover it.

  • Add or Remove Customer

    If you know that you can create draft orders, you must know its functions and that you can add a customer to the draft order. This action helps you manage the orders better and also useful if you use the shipping ratebased on location.

  • Add or Remove Taxes

    Inside the draft order details, there is a section named Taxes. The taxes will be calculated base on the setting of your store and the client’s address or if there is no shipping address, the taxes will be calculated on the billing address.

  • Archive Fulfilled Order

    Archiving an order is a method you can use to keep track of the unfinished order. Archiving an order means that you remove that order from the open orders list. By doing this, you can avoid the miscounting the number of order situation.

  • Export Orders To A CSV File

    There are two ways for you to export your orders to a CSV file. You can either export them with their transaction history or export only the transaction history. The payment data will also be included in the CSV file.

  • Fulfill Orders For Multiple Locations

    When your customers place and pay for their orders of various products and one or more of them are stored at different locations, you can help fulfill separately parts of this order that based on your inventory’s location. Hence, in this writing, you will be shown how to fulfill orders for multiple locations on Shopify on Desktop, iPhone, and Android.

  • Refund Order

    In this writing, you will learn how to refund an order on Shopify on Desktop, iPhone, and Android. After creating an order and sending it to the customer, you can refund it. As you refund the order, you can restock the items and send the notification to your customer. The locations let you choose the place you want to restock those items.

  • Find or Complete an Existing Draft Order

    Today post is all about how to find or complete an existing draft order. As known from previous tutorials, draft orders are one of the most effective tool for you to manage your Shopify online business. They not only can display orders’ information in a clearer way by containing such important information such as products, taxes, or tags, but can also help you in doing many tasks like in selling products in a sale price, sending invoices or taking pre orders.

  • View Order Status Page of an Order

    Once the customers have completed a checkout for an order, they will receive an URL which refers to the final page of the checkout process to check for the status of it to know whether it is shipped or not for instance. There are cases that customers will ask you about their order that you need to track for it as well to answer their questions. Luckily, Shopify allows shop owners to check for an order status from the admin page. Hence, if you want to know how to view the order status page of an order on Shopify, follow the steps in this writing to conduct it.

  • Resend Email About Order to Customer

    When you are in contact with your customer, sometimes, you will have to face some problems while communicating. For example, there is a technical problem and the email is not sent or the customers cannot find your email. In order to solve this problem, you can simply resend the email to your customers.

  • Refund an Entire Order

    If you have more than one location, the system will only count the products at the address assigned at your Shopify POS device as stock available for sales. From the Orders screen of the POS, you can refund your orders by which ensure the accuracy of your inventory levels. For more information, you can check out this writing to know how to refund an entire order on Shopify. Or learn more about: How to setup the Shopify POS app.

  • Add a Tracking Number

    In this post, you will learn how to add a tracking number on Shopify. The tracking number is a special sequence of codes printed on the carrier’s package. It is printed on a sticker on the carton, which can be read by a barcode scanner or also by the naked eye. The tracking number plays an important role in the online sale.

  • Delete abandoned checkouts on Shopify

    In this article, you will be instructed on how to delete abandoned checkouts on Shopify with handy and simple steps. If you want to perform this, don’t miss out on our useful following instruction.

  • Change Order Number in Shopify

    When there is a customer reaches a certain point in his checkout, the order number will be assigned, and then moved to be completed. From that moment, your orders numbers will just increase, but never be perfectly and neatly sequential, which means you can not change the order number itself in a manual way. However, Shopify still enables you to view the existing orders in chronological order and do other things instead.

  • Shopify Order API: Test Shopify orders with REST Admin API

    Before you establish your store or once you have modified your checkout settings, it is crucial to place a test order from the storefront. By doing this, you can guarantee that everything performs properly according to your plan. You can also gain insight into your customers’ shopping experience.