Join Patrick Rauland for an in-depth discussion in this video View orders, part of Shopify Essential Training.
- [Instructor] Once you launch your store, you're hopefully going to spend a lot of time on this page, looking at all the orders you've received and sending them out. When you send out orders, that's called fulfillment. And once you get enough volume, you can hopefully outsource that fulfillment to an employee. Getting to the Orders page is easy. From the admin, you just click on Orders. And on this page, you can see all the information pertaining to your orders. As a store owner, you should log in here everyday and fulfill any paid orders. Keep an eye on unpaid orders. Some payment gateways like PayPal don't have the best payment notification system, so a user may have paid for the order, but didn't wait for PayPal to redirect back to your site so your site might not have received the necessary information.
If you have unpaid orders, you can reach out to the customer directly or you can look to see if you did in fact receive payment by logging into your payment gateway and searching for the specific transaction. You can do a few other useful tasks on this page. You can export orders and import them into another system. I mostly find this useful for re-platforming to another e-commerce system. If you want to share your Shopify order data, I strongly recommend using a Shopify app, so that the data is shared automatically. But for one-off tasks, you can manually export orders from this page.
If you're trying to connect to a different system and there isn't a direct app in the Shopify app store, you can use Zapier, which connects thousands of apps. As easy as manually exporting orders is, you don't want to do it too often, because you run the risk of making a mistake. When you automate it with the Shopify app or Zapier, you remove a lot of that risk. Some apps have special actions. We installed the Printful app earlier in this course and the app lets us filter by Printful orders. So if you ever needed to see all of the orders that were sent to Printful, this could be very useful. The most important point is that other apps also use this menu.
Once you set up your store, you should come back to this menu and check out this dropdown just to make sure you don't miss out on some other cool functionality. Let's click into an order so we can fulfill it. I'll click into this paid order. Now, there's all sorts of information on this page. We of course see that it was made with a test payment gateway. We see the products over here on the left and we see that they're unfulfilled. We see where the order comes from. So if you have an online store and you also have a POS system or some other way for people to order from you, this can be very useful. Down here, we'll see that the order was in fact paid.
Depending on the gateway, you'll have to mark orders as paid. For most gateways, including Shopify Pay, you won't have to do this. It should automatically be marked as paid. Below the order, we can see a timeline of all the actions taken. This is super helpful when someone says they didn't receive an email. You can see that it was in fact sent so it's likely stuck in their spam filter and you can relay that to them. And of course, you can click resend the email to see if that actually helps. You'll see information about your customer on the right. Who they are, how many orders they've had, and their address.
If you scroll down a little bit more, there is a conversion summary. This is actually really handy. Now, we don't see anything here right now, because it's us, it is our user profile. But for real customers, you'll see where they came from. I love seeing what landing pages eventually drive a sale. So keep an eye on the landing pages that eventually convert people and keep sharing those pages. Fraud analysis is important and we'll cover that in a future video. And tags are helpful when you have custom fulfillment process. Now, let's do the thing we originally came to this screen for.
Let's fulfill this order. We'll scroll up and we'll click Start Fulfilling. We can simply mark as fulfilled. This is helpful if we've already dropped off the packages at the post office. If we've already done this, we just click Fulfill Items and it's all done. Or we can create and print a shipping label. Let's choose this option for right now. We can choose the box that it'll fit into. Kite box, that looks perfect. Or we can choose any of the other boxes. Shopify will automatically add the total weight, but if you needed to make an adjustment like if you added a lot of extra packaging, you can add in some extra weight here.
And then assuming you have a credit card on file, you can choose one of these options and then click Buy Shipping Label. I'll just click on this one for right now and then I could click Buy Shipping Label. If your account isn't set up correctly, this button will be grayed out and you'll want to make sure that your credit card is actually set up. This is just a test order so I'm going to back up to the top and just click Mark as Fulfilled. I'll click Fulfill Items and that's it. It's marked as fulfilled and we're done with it. If this was a real order, you just to drop off the package at the post office.
Let's go back to the Order screen so we can see what this looks like. We can see right here that the order's been fulfilled. And now we can go and view all the other unfulfilled orders. If you have a lot of orders, you may want to start looking at some of the other actions. For example, you can filter on fulfillment status. Not fulfilled. Viewing and fulfilling orders is something you'll have to do as a store owner. And with the interface Shopify provides, it's pretty easy to do.
- Using Shopify as an online store
- Setting up an account
- Listing products for sale
- Best practices for adding images
- Configuring shipping settings
- Defining shipping zones and rates
- Integrating with other services
- Setting up payment settings
- Adding Apple Pay and PayPal
- Customizing the site