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.