Tutorial - Order Fulfillment
34 STEPS
1. The first step is to open Samuel Pressure Vessel Group · Orders · Shopify...
2. Find the order by order number. Scroll and click highlight
3. On this page, you can find the items ordered by the customer. Scroll up and click highlight
4. Use fulfill items to process the order. Click Fulfill items
5. Here you can select which item is being fulfilled, by selecting the dial. Double Click Quantity
6. Click highlight
7. Click highlight
8. Click highlight
9. Click highlight
10. Place the tracking id in this field. Click Tracking number
11. Update the carrier name by selecting from the list. Click Shipping carrier
12. You can send notification to customer inform about the order update with shipping details. Scroll down and click highlight
13. Once all the details looks good, please click fulfill items to send the notification and complete fulfillment. Click Fulfill items
14. The status also changes to fulfilled , if any changes are required you can click on 3 dots and cancel the fulfillment as well. Click highlight
15. Click Cancel fulfillment
16. Coming back to orders page, you can review the payment status here. Scroll down and click highlight
17. To change the payment status, click on Record Payment and you can record the payment. Click Record payment
18. Please select the appropriate option and click Record Payment. This will update the profile. Click CancelRecord payment
19. Click Record payment
20. Payment status changed to paid now. Click highlight
21. This is the order timeline and only visible to us and the team. Scroll up and click Comment
22. Type Comment
23. We can write notes and updates in the timeline, also can tag teammates on order updates. Type Comment
24. Click Tashinga Mawema
25. Click Post
26. On top by clicking on edit button, you can make modification to the order. Scroll up and click Edit
27. Once on the edit page you can search for any products to add in from the store by clicking on search button. Scroll down and click Search product to add
28. This will populate the products listed under your shopify store. Type Search product to add
29. We can also make changes to the existing items by changing their quantities or removing the items if requested. Click Adjust quantity
30. Click Adjust quantityRemove item
31. You can use this column to add reason for the order updates/changes. Click reason
32. Click on back navigation button to go back to order page. Scroll up and click highlight
33. On the order's page, your recent edits will reflect here to review. Click highlight
34. Scroll up and that's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **https://www.iorad.com/player/2445842/Admin-Shopify---How-to-fulfill-and-order-updates-