shopify archive order
Published on: February 4 2023 by pipiads
Table of Contents About shopify archive order
- How to Automatically Tag & Archive DELIVERED Orders in Shopify
- How to Manage Shopify Orders Tutorial
- How to Fulfill an Order Manually on Shopify - Updated 2022
- SHOPIFY TUTORIAL - How to manage orders in a Shopify store
- How To Fulfill Orders Manually & Automatically With DSers (Shopify Dropshipping)
- Shopify Tutorial - How To Manage, Fulfill & Cancel Orders
How to Automatically Tag & Archive DELIVERED Orders in Shopify
in today's screencast, i am going to show you how to automatikally archive orders in shopify when they're delivered, so, out of the box, you can have shopify just automatikally archive orders when they're fulfilled. but that just means they got marked for shipment. that does not mean anyone actually got their package. well, that sounds like a job for shopify flow, which is shopify's free automation tool. it is available on most plans- not all, but most plans- and on those plans it is uh free to install and use, and we're going to walk through how you would set up this flow to just handle that. and it does some other nice things too. and first thing we got to do is install shopify flow. just search for flow there. it is shopify flow. let's add that app, install app. first, we need to find out when our package is delivered, and so shopify flow can't do that on its own. but what's cool about flow is uh shopify apps can tok to it, so shopify apps can trigger events that fire off flows, and there is a order status app that happens to be free, at least at the time of this recording- that will do that for you. it's called track123 and i've got no affiliation to them, it's just a an app we found that we liked, and so here let's try this. track one, two, three. there it is price free, great reviews- uh, i don't know how long that's gonna last, so get in. while it's still free, let's add that to our store. install that guy. and this order status app is sweet, so here i'll give you. i'll show you what that looks like. if i click order status on this site, this is running uh track123- you can see it right up there- and then so anyone uh could put in their order number and their email, hit track and then boom, it's going to tell them to give them the order status. so you could really use this to preempt those like why, where's most off? questions that you get from customers. then now, all right, we can create our workflow. so we're going to say creator workflow, and you have to start with a trigger, like a shopify flow. workflow isn't just monitoring, uh, as i guess it is, but it's it. an event has to occur that starts the automation that's called the trigger. so we'll pick our trigger and here we've got the shopify triggers and then the installed app triggers, and in the store i've only got the two apps. so, uh, here we go. track one, two, three. we're gonna refresh this. oh, here we go. connector updates available. refresh list. shipment status update: boom, got it. that's our trigger. now, what's this thing doing to me? there it is. so let's give this a descriptive name. when delivered, tag and archive orders: cool, okay. now this shipment status update. here it says trigger when the shipments status changes doesn't say delivered, just says changes. so this will actually tell: be like out for delivery, you know, lost in transit, like any time it updates, this fires and so we have to filter it. otherwise we don't know that it's been delivered. and so we're gonna do uh, shipment status, and we're gonna do then, and condition. and so you could do like if. then so we're gonna say select condition: all conditions are met, add criteria. and here it's got like: these are the variables that we can use. you can have it. look for the tracking number, the carrier or the status. status is what we want. and so we're going to say: if status is equal to delivered, yeah, good. and so it'll tell you like the status. is our info: received in transit, out for delivery, delivered, exception, failed, attempt expired. so here we're just going to have it check. is the status equal to delivered, excellent. so we got that far. so now order status updates triggers this flow. we then check: is it delivered? if it's not delivered, this just quits. if it's anything other than deliver, just stops. that's the end of it. and so we don't worry about it. now we need to do another check, because what if it's a- um, a partial shipment, like? there are situations where someone orders two items, one is in stok, one is back ordered- and you're just going to ship them separately, and so we don't want to archive that whole order if we've got one item- uh has been delivered, and another item still needs to be shipped, like a pre-order, backorder or whatever it is. so now we're gonna check the fulfillment status in shopify. so same deal, just go. if condition, all conditions are met, add criteria and we're going to say uh, order. and if you scroll like you see there's tons of things you could pull about the order. i mean, if you type that search up there, it'll figure it out as well. but here we've got fulfillment status. here we go: fulfillment status that loads is equal to, and if it is uh, equal to partially fulfilled. so so that's what we're checking for, and so now that we got that far. here's where this could. this could be a switch. it could be like then or otherwise, and so we're going to take care of the. if an item is delivered but our order is still partially fulfilled, then let's just do, uh, an order tag. we're not going to archive the order, but we are going to tag it and just for a reference, you know, like filtering in the shopify admin, i like tags a lot, and so our tag is just going to be partially delivered, add. there we go. and so there we now we've got the first part of our organization done. so now we got to do our otherwise, and in here i probably don't need to check again, but i want to like. i just want to make sure that i'm not accidentally archiving orders that shouldn't be archived, and so we're going to do same thing again. we're going to check our fulfillment status, and you can actually do like: here you can see what happens when we search. does this work? yeah, there it is. search works because there's a lot of options we could pick from, and so we'll add criteria. i'm not sure what i did wrong there. all right, well, it's okay, we'll do it the old-fashioned way, by scrolling. all right, display. fulfillment status is equal to fulfilled. there we go, and so now we're double checking. if we get this far, we know order's been delivered. it's not equal to partially fulfilled. and now we're checking: it is marked fulfilled. so now we feel confident. so here we're going to add an action and we're going to first remove tags. you could do this: remove, remove order tags. there it is. and so once we get our, once this guy loads, we're going to have it remove that partially delivered tag, because i don't want it tagging stuff delivered. um, that is not. that's also marked partially delivered. it's gonna get confusing. so we're just gonna check and remove at this tag: um, remove the following order tag: partial delivered. okay, great. and then we're gonna go ahead and add a new order tag. so we're gonna say, look at that, add order tag. and now we're just going to say: delivered. fabulous, we'll put that down here. it's kind of fun. you arrange these however you want. and then, finally, now we could do the thing we set out to do, and that's: archive the darn order. archive, order, archive, order. there you go. whoops, okay, fantastik, we got this thing here, looks good, does everything we want. now we're going to turn on the workflow, fantastik, and click exit, and if we scroll down, this recent activity thing is nice. this will give you a log of everything that this flow has done for you and, uh, what the like. it gives you some idea, like it'll tell it if it took action, if it didn't take action, and so that's nice for troubleshooting and that's how we uh using. that was how i ended up having to add some of these other conditional scenarios as i realized, like you know, i set it up. it seemed too easy and too simple. oh wait, what happens if it's partially fulfilled? oh, my gosh, this shipment status. it's firing anytime a shipment update occurs, and so, like with automation, you there's a shakedown period when you first implement it, or you're going to keep an eye on it, make sure it does what you want. but once you you get past that and you get the hang of it, oh so much save time, inconvenience, and so i i love this one for, just like, keeping our admin clean and decluttered, uh, and making making life easy for ourselves and customer service representatives. but for
How to Manage Shopify Orders Tutorial
in this video, we'll look at how to manage orders in shopify. your orders can be accessed from orders on the left-hand menu. there are three sub-sections. orders, that is, your live orders, both fulfilled and unfulfilled. drafts are orders which have been created but not yet paid. so, for example, it all has been created and an invoice request has been sent to the customer, and then you've got abandoned checkouts. these are customers that have gone to the checkout, enter the email, have added items to the cart but have not actually gone through to payment. you can send a cart reminder email to these customers, which will have a very good conversion rate, and you simply need to click chart recovery email to the email address they gave and then you can add a custom message and the subject is already: complete: your purchase. there's a template for current reminder emails which is edited in notifications. here we can see the email which will be sent out to the customer. from the order screen, we will see a list of your orders which are paid, both fulfilled and unfulfilled. at the top here are some stats on your products. you can see the number of orders, number of items within those orders, returns and the number of fulfilled orders. in order to organize your orders. you may wish to add tags which you can then filter for under more filters tags, and you can also archive orders when they have been completed. so here we have the option to archive an order. that will then not show up under the open order list but will show up under all orders. there are many different filtering options on this screen. i won't go through them all, but i will pick out some useful ones. if, for example, you want to fulfill items, it might be a good idea to select items which are unfulfilled. you'll then have a list of unfulfilled items which you can work your way through. once you've fulfilled your items, you may wish to archive your items. they don't appear in the open order search. if we click more filters here on the side, we could look at items again, the fulfillment status, and we can also look at chargeback and risk level. chargebacks is when a customer disputes a transaction with the credit card provider, and you can here see the status of the charge back, and risk level is the fraud risk as calculated by shopify. before dispatching orders, it is a good idea to check the risk level in an order. low is generally okay, medium probably means more investigation and high probably means that you should cancel the order. using the save view button you can save a view for future use. so, for example, every day you might want to send unfulfilled items which are paid and are open and have a risk level of low. save that view so you could just quickly filter for those items. so if we save a view, let's call it ready to ship and that view will then appear at the top here and you can just click on it and you'll be able to see your orders which you want to ship. that day. orders will automatikally come into the system from connected sales channels. alternatively, to create a manual order, you can click on create order. the first thing to do is search for products. so i'm going to select one of my daughter scopes here, one soup. you can change the quantity. it's got the price. we should then assign a customer to the product. let's sign this customer. if the customer pays tax, then the tax will be applied here. it'll have the shipping address, contact information. you can either send an invoice, at which point they will appear in drafts, or you can collect a payment. you can ring the customer and get their credit card details, or you can mark the item as paid. if we mark this item as paid, you will basically mark it as receiving payment outside shopify. that will then create the order and it will appear in the list of orders here- this order and it's marked as unfulfilled. marking items as fulfilled and printing shipping labels can either be done in bulk or at the order level. if you select more than one order, you can click marked as fulfilled and it will automatikally send a notification to the customer if you select that, or you can create shipping labels. creating shipping labels would use one of the shipping services integrated with shopify by default. in the uk hermes is integrated. to enable you to use hermes, you need a total weight for the product. that will come from the product details and you need to select the package size. the packet size option are set up in settings- and then shipping. then you can select the options you want. here we have a drop off and a next day service. if you buy the shipping label, then you can print that from your computer and then take it down to the local shop. if you want to fulfill an order at the order level, similarly you can click the fulfill item or create the shipping label and you will then go through the same process to fulfill an order one by one. click on an unfulfilled order and you can click fulfill item. from this point, you can add the details the carrier using and also a tracking number. if you click to notify the customer, they will get details of the shipment. thanks for watching this video. for more content, please subscribe to our channel or check out our amazon playlist. you can also see more hints and tips on our website, which is vendlabcom blog.
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How to Fulfill an Order Manually on Shopify - Updated 2022
[Music]. [Music] in shopify. a fulfillment order is the process of shipping products to customers. depending on your needs, you can choose to complete it automatikally or manually. you can choose to manually fulfill all of the products at once or only a portion of the order. it makes sense for most stores to manually fulfill orders. this allows you to decide when they are sent out and keeps your inventory under tight control and calibration. if you choose the manual order fulfillment option, make sure you don't choose automatik fulfillment in the order processing section. the seller might be involved in purchasing and delivery process by manually fulfilling orders. in this tutorial, we will walk you through in manually fulfilling orders and book orders. you can start by logging into your account in shopify at wwwshopifycom. before we start fulfilling orders, let's go and check the checkout settings to change the fulfillment type on all of your orders. click settings located on the bottom right and select checkout on the options. scroll down to the order processing section. this is where you can change if you want your orders to be automatikally or manually fulfilled. if you want to manually fulfill all of the orders, then you can just choose the appropriate option. just save the changes after you have chosen the correct option and go back to the admin page. click the order section located on the left side. the order page in your shopify admin is where you can start the fulfillment process. after a buyer purchases your product, their orders will appear here. we have two orders here that needs to be fulfilled. click the order that you want to fulfill, add the tracking number and select the shipping carrier. if your shipping carrier is not listed, then you can choose others and add the tracking url on the field. you can then check the customer notification so they will be notified of the shipping the. after you've filled in everything, click the fulfill item button. you should then see the tag on top that is already fulfilled. if you don't have the tracking details yet, you can add them later. just go back to this page. your customer will be notified right away, even if you'll be adding the tracking details later. you can also print your packing slips for this order. just click the more options drop down, looking at the upper right, and select print packing slips. just spread this out and include this in your package. you can cancel the fulfillment anytime. just click the three dots on the product order page and select cancel fulfillment. you will then notike that the fulfilled tag on top will be changed back to unfulfilled. you can also fulfill orders in ball. just go back to the order page and check all of the orders that you want to be fulfilled, then click the mark as fulfilled button on top of the orders. and click the mark as fulfilled on the pop-up. as you can see, the status of fulfillment is now changed to fulfilled. you can also book print the packing slips by clicking the more actions button and select print packing slips. you can also archive the order or add and remove the tags. please be advised that you only archive order once it's completed. so there you have it. that's how you manually fulfill orders on shopify. if you need help in managing your store, we here at blue tusker can help. we'll chat from our e-commerce tutorials. do you like this content? if you do, don't forget to like this video. click the subscribe button and ring that notification bell so you will get notified in our next video. [Music] you.
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SHOPIFY TUTORIAL - How to manage orders in a Shopify store
[Music]. if you've got your stores set up and your theme is done and you show it to people, one of the very first things that's going to happen, hopefully, is that they're going to support you and they're going to order your products and you need to know how to see those orders, how to fulfill those orders and how to make sure that you get the payment for those orders. so I've set up a tutorial store just for these tutorials and I'm going to take you in to the orders screen right now where I've got a couple of test orders that I've set up. note that I basically haven't done anything with this store yet, so you'll be watching me create it and watch it evolve over the next little while. so if we just click up here in the upper left hand corner on the screen says orders, it will take us to all orders automatikally and you'll see that in the last 15 minutes I've created two. this one I created manually, the 1001, and the second one was actually done on the site which I have set up with a test payment processor so that we don't actually take payment from people at all. you can see that my product prices are out of control. so I'm really glad we're testing and I using my real credit card. so if we go into the first order that I created using the create order button in the upper right hand corner, you can see the order details are pretty sparse. there's not customer contact information because I didn't input any, no notes from the customer etc. all you can see here is that that person ordered a cool product in size small and sample shirt in size medium. there was tax applied appropriately because I have set up my tax settings in the sample shop and that was the total and I marked it as paid when I created the order. so you'll see there's nothing really for you to do with it other than pull the products and then contact this customer to make sure they're going to come pick up, because you can't ship, obviously, with no address. if you or anyone in your staff needed to make a comment about this order- for example, you know contact a customer on such and such date- you could do that here. so you can use emojis, you can tag specific staff members, you can attach files, anything that you need to do to keep track of people's- so you could say fulfilling today and just click post and then any of your staff that goes in and helps manage your orders will see this. this also works in the other directions of your staff are fulfilling orders and you just want to go in and check on something. you can see the comments that they have left on these orders. okay, there's a few different actions that you can take here. you can print off this order save trees. don't do this unless you need to, but the assumption is there. you can refund this orders of the customer asked to return these products at any point. you can do them. you can choose to edit this order, so change the products they've ordered. so say, the customer reached out and asked for both shirts to be in a medium, for example. you could edit the order to reflect that and, just as a good practike, I would also take a screenshot of the customer's request and attach it as a file here in the comments. that way, you always got proof that the customer asked you to do that in case they decide to not be so fun later. okay, more actions. you can duplicate this order if you want to. you can cancel it. you can archive it or view the order status page. if you go and look at the order status page, this is just what the customer sees, okay, so it's just showing that the order is confirmed. if they click on the link in their email, that's what they'll see at any point. once you've pulled these products and you're done with this order, you don't need to look at any more. you just click mark as fulfilled. okay, you'll be marked as manually fulfilled because there's no shipping address on this one, and then you know we could add shipping addresses if we want to. so we select how many items we fulfilled one cool product, one sample shirt, and just fulfill items there. we click through- we could print a packing slip up there if we needed to- and voila, this order is fulfilled. two items are fulfilled and it automatikally- you'll see up here. it has automatikally archived this order, so you don't need to worry about that. okay, let me go back to all orders and let's show you what you would need to do on an order that comes in through the website if your payment settings are set to the default. okay. so when you're setting up your shopping cart, one of the settings in Shopify allows you to choose whether you ought card when they order and then charge them later, or if you charge them immediately for their order, the reason it defaults to authorize now and charge later is in case you have to make any changes to their order. that way, you can only charge them for the accurate amount. so let's say someone ordered two products but you only had one in stok. you could remove that item from their order and then only actually charge them for that one amount, rather than having to issue a partial refund and incurring, basically, payment processing fees for the whole order when you didn't need to. okay, if that's a little bit confusing, I'm gonna go through all the payment setup options in a future tutorial. so make sure you like and subscribe so that you can watch that as well. but for right now let's just go into this order with basically the default settings- again a fake payment gateway. so we're just testing here. no one's actually being charged for anything. we do have an address here to ship to. in this case we've again got the, the taxes being charged and everything. so if we wanted to fulfill our cool product, we would first capture payment before you start packaging anything. that's my preference. if you know you have everything in the order, just hit capture payment and it shows you how much to process for accept it. there's already an authorization on the card so you know it will go through. but this captures the payment for sure right as you start packaging it. okay, then you go up and create your shipping label, if required. if you're shipping and you're not doing a local pickup, you go through and create your shipping label. now might stop me here. yes, because I don't have any shipping carriers set up. but this is essentially what it would look like without all these big red warning labels, so I'm just gonna take you back after this. but lets you choose your box. lets you choose the weight with the package, the weight of the product, email shipment details to customers today, if that's what you're doing the day you're shipping it out. it just lets you set up exactly how you're going to ship this, this product, now, because I don't have shipping set up on the store yet. I can't actually fake by a shipping label. so we're gonna cancel this for now. and again, I'm gonna take you through all of the shipping setup in a future tutorial. so if you want to catch that one, please like this video, subscribe and ask for that one in the comments. the more comments I get about specifics, the more likely I am to prioritize that specific question. so let me know and I'll make sure to get that done more quickly if there's lots of demand for it. so if we had created the shipping label, this would automatikally say fulfilled, because we can't, we're gonna go, Markus fulfilled and go through that same screen again. if there's a tracking number, shipping carrier, we could input that information here, send details of the shipment to your customer now that lets them know what their tracking number is and that their shipment has been sent okay, and then again make sure that it's one of one, the shipping address is right and you fulfill items, and again, fulfilling this order will automatikally archive it. so now you've accepted payment for the order, you have fulfilled the order and it has been archived. you have no active orders waiting, waiting for you to process and again you can print this order, you can refund this order, you can edit this order, duplicate it on archive or view the order status page and s
How To Fulfill Orders Manually & Automatically With DSers (Shopify Dropshipping)
so now we're going to be running through how you can actually manually fulfill orders using the default Shopify dashboard and the orders section. then we're going to move on how to automatikally fulfill orders by using the DSs app. so first of all, in Shopify on the left hand side, you want to go down to this order section. this is where all of your orders- from any customers that have bought your products and have either sent a payment through or who have a payment pending, will have sent an order through via your store. so all of the orders will show up here. it will show you the date, the order number, the actual customer, the order channel, the total that they've actually paid and whether it's pending or fulfilled and any other statuses, Etc. we have a few different sub headings. we have all, which shows all orders, and we have the orders which are partikularly unfulfilled, orders that are on Page, open orders and also closed orders, which are kind of archived orders, if you like. so if you want to create a test order, you can also press create order in the top right, which is actually behind my camera. you should see a green button in the top right of your screen, which is hidden behind my camera, and you can press create order to you create a test order if you just want to try this out for yourself, if you haven't yet got any customers. so that's how you can do that. so what you would do is you would select this button which lets you select all of the orders, or you can individually tik which order you want to actually select and then, when you tik that, it comes up with some boxes based on your selection. right? so we have create shipping labels, we have markers fulfilled, capture payments and more actions where we can print packing slips, archive the order. so that's usually when the order is done and dusted and we don't need any more, and then we can also unarchive the order too. this also shows any apps you have, so we can process the orders via our other apps, but we're going to ignore that for now. if we wanted to capture payments, we'd click on here. this will capture all payments for the selected orders. so if I press that, it will capture the order payment over here and then it will have this small progress bar and it'll say payment pending. obviously, if they haven't sent a payment through, then we can click Mark as fulfilled. this will send a notification to the customer, which you can customize in the notifications menu in the settings of Shopify. this basically allows you to customize the notifications people receive based on orders being confirmed, orders fulfilled and certain other aspects too. and now it says payment status: paid because we've captured the payment and the Fulfillment status is unfilled. so we could tik this: now that we've captured the payment we can press on Marcus fulfilled, pressed, Mark is fulfilled and it will say fulfilling order over here and we just wait for that to complete. and you will have to wait for a few of these actions to fully process in the Shopify dashboard. just like the payment took a few moments to process, but once they do process, then it should mock the orders fulfilled actually in the dashboard as well. so after refreshing the page now, the Fulfillment status says in progress, which you can see over here. so if you actually click on the order, we can see where it says in progress and then where it says DS's fulfillment service requested. this sends a request through to actually complete the order once you've marked it fulfilled. so from there you basically have to go through and complete the orders. so if I was to manually do it, I would then place the order through AliExpress for the product itself- okay, and we can see that all this being paid for. we can see the order totals, the actual products which has been ordered and the location of our fulfillment service. now mine is currently selected as DS's because I've settled with the app, but usually this would be set as the default Shopify information. we can also scroll down and see customers information. we can see an analysis on fraud, whether people have tried to dock a payment or not, and also the timeline aren't as archiving and requesting fulfillment, for an example. okay, and we can do additional information here, and we can also leave comments. we can refund the customer directly from this order, too, and we have a few other options. if we want to scroll down, we can also press delete order, so we could also go ahead and delete this order, and that's how to manually fulfill them. so now I'm going to show you how to fill orders automatikally using the DSs app. now you can see we have a few additional orders. now these are test orders. as you can see, the customer is the Google store bought, so this was marked as a fake customer. this is a test order which I've created to show you the process. we go to DS's. now, DSS is very crucial. throughout this course I have videos on DSs and how to use it and how to install it, if you want to refer to those. but you install in the same fashion you would any Shopify app. now, when you install DSS, it will come up with this catalog so I can go ahead and press settings and we're going to go into the actual settings of the DSs app. so DS's: when you install it, it will ask you to link it to your AliExpress account. I really recommend going on to aliexpresscom and creating an AliExpress account. you'll need this because this is where you usually manually create orders via and, since the asses is made by the AliExpress company, you'll need an account there to then bulk make orders through the DSs app in Shopify. so, making AliExpress account, install DSS and then follow the steps which it prompts you with to your AliExpress account. so then you get to the point that I'm in at this position in the course. it holds your hand through that, so there's no requirement for me to show you. it's very straightforward and basic. after you've installed the asses and after you've connected it to your AliExpress account, like I have here, we can then set it up. it will also link into your Shopify store. as you see, I've linked this to my Shopify store too. we have a few different settings under here now under shipping. this is very important so you can set up your default shipping method for specific entries. you can add a global Shipping method card under here in this section. so if we were to add United States, for an example- which is very important- this is going to be most likely your main source. we can add a shipping system. you want to add the AliExpress shipping under here. so this is where we would select our default shipping system which we're going to use to fulfill all of our orders with. by default, I'd recommend using AliExpress shipping, so you can just type in AliExpress to filter this order list and then I'd recommend finding AliExpress standard shipping over here and selecting that as your main shipping method over here. press save. so this should be your global Shipping method which we've added onto here. and, of course, if you want to add more shipping options, you can do that via Shopify or you can add more in this box in DSS if you wanted to be more advanced later under order, this is where you can customize the orders which are sent. okay, so this is the message sent to suppliers with your order information. okay, so I've already customized this, so I'd recommend you to copy mine. you're basically sending the supplier, IE the company which you're buying your products from- to then drop ship to your customers. you send them a message. okay, we sent them this message. I'm Drop Shipping. please do not put any invoices, QR codes, promotions or your brand name Logo in the shipments. please ship as soon as possible for repeat business. thank you, so you're basically telling them that I'm using Drop Shipping as my business model. so the products which you send to me, which I'm gonna obviously root to the customers of mine, don't put your custom packaging or logos on it, because I don't want them to see that it's Chinese products and lose trust in my store. so
Shopify Tutorial - How To Manage, Fulfill & Cancel Orders
[Music]. hi everyone. today we're going to go over how orders work in shopify and how to manage, fulfill, cancel and create orders on shopify. so, starting off in the shopify admin, we can see here that we have one order to fulfill. you may have been notified by email if an order comes in, and you can see when orders arrive by either viewing here or on the left hand side next to the orders tab. you can see that we have the number one here, which means that we have one order to fulfill. so you can click on either link to get to the orders section, and here is where you'll see all the orders placed on your website, the history of the orders, whether they've been shipped out or not, whether they've been paid or not, who placed the order, the dates and the order numbers. so this is an overall view of where you can see the orders. you can filter down the orders either by fulfillment status- you can see which orders haven't been shipped out yet, which orders are unpaid, open orders in general and old, closed orders. you can also filter down in more detail by choosing status: payment status. you can choose by sales channel. you can filter down in a bunch of different ways, but this is where you'd be looking at your orders as a whole. so if you want to look into the details of an order, you can click on the order number over here and here you can see the details of the order. so you can see here that there's one item that was placed for this order- it's test item. here you would see an image swatch. if there's an image assigned to the item, you can see how many they purchased, how much they paid for it and the total they paid down. here is a breakdown of how much they paid, how much shipping they paid for any sales tax that was applied this year and then the total they paid. over here you can also see comments about the order. you can leave your own custom comments. sometimes, if you have apps that help manage orders, you might see some comments left by the app itself. but over all down here is a timeline of what's gone on with the order since it was placed. you can also see on the right hand side if the customer added any notes when they checked out, and this depends on your store whether you have notes enabled or not. if you do and a note was placed by the customer, it would show up over here in the notes section you can also see which customer placed the order, with their name and their order history over here. if you wanted to look into the customer in more detail, you can click on their name, but we'll go over customer accounts and customer profiles in a later video. you can also see the customer's contact information here. they have a phone number, an email address. if they did have a phone number would appear here, but right now they have no phone number and you can add a phone number or an email to an order by clicking edit and then putting in their information over here, and then you can also see their shipping address. you can also edit their shipping address if you need to copy it, for whatever reason. you could just click this icon and if they had a separate billing address it would appear here, but it shows that they have the same shipping address. the conversion summary. sometimes they'll leave details here. typically you can ignore this, and fraud analysis is pretty important. shopify has some great fraud analysis tools that will kind of give you a heads up as to whether or not they think that a transaction is fraud. typically, i like to suggest, if something is of medium fraud risk that you reach out to the customer and verify that their order was legit, typically by asking them for their shipping information to verify the last four digits of the credit card and the items they ordered. that's typically what i believe is enough information to verify a customer, but this is not legal advice. this is not um 100 proven and you may take your own steps to verify a customer. typically, my suggestion is, if you see that there's high front analysis here, that you cancel an order because more often than not it will be fraud. usually when there is a chance of fraud and when the site is actually live, you'll see a visual bar here that shows green when the order is not expected to be fraud, yellow when they believe it's medium fraud and red when it's almost uh- guaranteed fraud. finally, you can also tag your orders. so if some sites may use uh tags for different purposes for searching up partikular types of orders- maybe in use with some apps- but if you wanted to add a tag, you can add it here and whenever you make a change to an order, just make sure you click save down here. so right now we have an item for an order that's been placed and right now we see that the order's been paid, but it's unfulfilled, and unfulfilled just means that the order has not shipped out yet. so if you wanted to create a shipping label directly from shopify and fulfill the items, you would click create shipping label. in our case, because this is a test store, we can't purchase shipping labels. but typically when you're buying a shipping label, you'll see the items over here that somebody placed and you can choose how many items you want to go in each box. so, for example, right now we have one item, so we want one item to go into this box. so we would choose one of one and then we would choose our package. if you have your own custom boxes or specific boxes that you use, you can add a package and add in the box details over here so that you can reuse the package in the future. or you could just go to carrier packaging and choose a prepaid shipping box from one of the main carriers and reuse those in the future, so you would choose the pro. you would choose the box that you'd be shipping in if you have weights tied to the items. if there is weight assigned in the item listing, it'll typically appear here automatikally, but if you don't have weights assigned. you can add the box weight over here and you can also add insurance over here. and once you add in the box details and which items are going in the box, you would choose the ship date. you can choose whether you want to email the customer about the shipment and typically here the it would tell you the total price of the label and you can buy and print the shipping label from here. you also have the option to print the packing slip by choosing this option up here. so if we were to fulfill this order, i'll show you what it looks like, because in our case we're not creating a shipping label. if you're shipping outside of shopify and you want to fulfill the order, you can just click mark as fulfilled. so this means you don't want to print the shipping label directly on shopify. in this case it's the test item. it's one item that we're shipping out and you have the option to put in the tracking number here and we'll put in just a random number. you can choose the carrier. it'll usually detect which carrier you're using based off the number, but if it gets it wrong, you can manually assign the carrier here. you can choose whether to ship the details to the customer and once all this looks good- the shipping address, the summary and everything looks good- you can click fulfill items and then you'll see here the status change to fulfilled and the fedex tracking number is here. if for some reason, an item was fulfilled and you need to change it to unfulfilled, you can choose more and you can choose cancel fulfillment and now you'll see that the item has gone back to unfulfilled. and also, as we've been updating the order, the notes have been adding automatikally over here, and keep in mind that the notes are for internal use. the customer will not see those notes, so let's change it back to fulfilled. we'll put in a random number fulfilling one item, sending the customer the details. so now that an order is fulfilled, you do have a couple options over here. you can edit the tracking number, you can track the shipment internally, you can print the packing slip and there typically would be an option here to cancel the shipping label if the item wasn't fulfilled and you printe.