Tutorial - Order Fulfillment

34 STEPS

1. The first step is to open Samuel Pressure Vessel Group · Orders · Shopify...

Step 1 image

2. Find the order by order number. Scroll and click highlight

Step 2 image

3. On this page, you can find the items ordered by the customer. Scroll up and click highlight

Step 3 image

4. Use fulfill items to process the order. Click Fulfill items

Step 4 image

5. Here you can select which item is being fulfilled, by selecting the dial. Double Click Quantity

Step 5 image

6. Click highlight

Step 6 image

7. Click highlight

Step 7 image

8. Click highlight

Step 8 image

9. Click highlight

Step 9 image

10. Place the tracking id in this field. Click Tracking number

Step 10 image

11. Update the carrier name by selecting from the list. Click Shipping carrier

Step 11 image

12. You can send notification to customer inform about the order update with shipping details. Scroll down and click highlight

Step 12 image

13. Once all the details looks good, please click fulfill items to send the notification and complete fulfillment. Click Fulfill items

Step 13 image

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

Step 14 image

15. Click Cancel fulfillment

Step 15 image

16. Coming back to orders page, you can review the payment status here. Scroll down and click highlight

Step 16 image

17. To change the payment status, click on Record Payment and you can record the payment. Click Record payment

Step 17 image

18. Please select the appropriate option and click Record Payment. This will update the profile. Click CancelRecord payment

Step 18 image

19. Click Record payment

Step 19 image

20. Payment status changed to paid now. Click highlight

Step 20 image

21. This is the order timeline and only visible to us and the team. Scroll up and click Comment

Step 21 image

22. Type Comment

Step 22 image

23. We can write notes and updates in the timeline, also can tag teammates on order updates. Type Comment

Step 23 image

24. Click Tashinga Mawema

Step 24 image

25. Click Post

Step 25 image

26. On top by clicking on edit button, you can make modification to the order. Scroll up and click Edit

Step 26 image

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

Step 27 image

28. This will populate the products listed under your shopify store. Type Search product to add

Step 28 image

29. We can also make changes to the existing items by changing their quantities or removing the items if requested. Click Adjust quantity

Step 29 image

30. Click Adjust quantityRemove item

Step 30 image

31. You can use this column to add reason for the order updates/changes. Click reason

Step 31 image

32. Click on back navigation button to go back to order page. Scroll up and click highlight

Step 32 image

33. On the order's page, your recent edits will reflect here to review. Click highlight

Step 33 image

34. Scroll up and that's it. You're done.

Step 34 image

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-



Next step