Order Management

Steps:

1. Access Orders:

   • Log in to Shopify.

   • Click Orders on the left-hand menu.

2. Review an Order:

   • Click on the order you want to manage.

   • Review customer details, items, shipping, and payment status.

   • Add internal notes or tags if needed.

3. Fulfil an Order:

   • Click Fulfil Items.

   • Enter the tracking number (if applicable) and select the carrier.

   • Click Fulfil Items to complete and notify the customer.

4. Partially Fulfil an Order:

   • Select only the items you wish to fulfil.

   • Leave the remaining items unfulfilled for later shipment.

5. Issue a Refund:

   • Click Refund at the top of the order page.

   • Select items and/or shipping to refund.

   • Choose whether to restock returned items.

   • Click Refund to process.

6. Create a Draft Order:

   • Click Drafts in the Orders section.

   • Click Create Order.

   • Add products, apply discounts (if applicable).

   • Send an invoice to the customer or mark as paid.

Best Practices:

• Always add tracking information to keep customers informed.

• Use order tags to segment or prioritise orders (e.g., VIP, wholesale).

• Review the Abandoned Checkouts section periodically to follow up on lost sales.