Managing Order Fulfillment

(1) Viewing Orders

By default, all your orders are displayed on the Orders page. You can customize your order views or create new views that include the filters, sorting, and column arrangements that help you quickly access and prioritize groups of orders in the future.

1. Viewing details from the orders list

When you click parts of the orders list, you can quickly view order details in pop-ups. Pop-ups are available for the following columns:

• 1. Customer
• 1. Items
• 1. Destination

For example, you can click a customer's name for information such as customer location, number of orders, and contact information. The icons beside your order numbers also provide extra information. For example, you can tell when there are notes or comments on the order, or when the order is at high risk of fraud. Hover your cursor over an icon to open the pop-up.

2. Filtering orders

From your Shopify admin, you can use different types of filters to change which orders are displayed, and to perform bulk actions on multiple orders. You can also filter your orders using a custom search. To reuse filters or filter combinations, save them as order views. You can do the following with order filters:

• 1. Filter your orders
• 2. Filter by location
• 3. Filter with a custom term
• 4. Use bulk actions with a view or filter
• 5. Match third-party payment information with Shopify orders

Filter orders using custom terms

You can use the search bar to filter your orders with a custom term. A custom term can be used as a filter on its own, or in combination with filters in the existing categories. For example, you can filter your orders by searching for a customer name, product name, SKU, order number, or country. If you expect to reuse the custom search term on its own or combined with other filters, then save it to a view.

• 1. From your Shopify admin, go to Orders.
• 2. Click the search and filter icon.
• 3. In the search bar, enter a custom term as name:value.
• 4. Optional: To save this view, click Save as to enter a name for the saved view, and then click Save view.

Filter orders by their location

If your store has multiple locations, then you can filter your orders by location. Location is set separately from other filters that you can save in order views. When you change the location, the new location is applied to all your views.

• 1. From your Shopify admin, go to Orders.
• 2. Click the location selector.
• 3. Select the appropriate location.

(2)Processing orders

When a customer buys something from your online store or any other sales channel, it appears as a new order in the Orders page of Shopify.

What happens when you receive an online order

When you receive an online order:

• 1. You receive a new order notification by email.
• 2. The Orders page of Shopify shows the new order.
• 3. The customer receives an order confirmation email.
• 4. Order processing begins.

What happens when you process a Shopify POS order

When you make a sale in person by using Shopify POS:

• 1. The Orders page of Shopify shows the order with a payment status of Paid or Partially paid.
• 2. If the customer provided their email address, then they receive a POS receipt by email.