To a busy online retailer devoting all his or her time to filling orders and getting them out the door, what happens behind the scenes in Shopify may seem like magic. But it’s not. There is a lot of very good coding that makes Shopify one of the best retail platforms online. To help you gain a little more understanding of how it works, and perhaps a bit more appreciation as well, we are starting a series of blog posts that will talk about some of the platform’s nuts and bolts.
In this first post, we will discuss how orders are handled by Shopify. What happens when someone places an order? What happens when you respond to that order? Where does all the data go once the transaction has been completed? Here are three things you need to know:
1. When Orders Are Placed
One of the best features of Shopify ordering is its ability to send alerts whenever an order is placed. This is extremely helpful for retailers whose stores are not a full-time occupation. You can set up Shopify to send order notifications either through e-mail or text message. It’s done through the Settings> Notifications area of the Shopify admin.
Assuming you have your store set up to send e-mail notifications, you will receive an e-mail whenever a new order is placed. You can include a link in the notification that will take you directly to the order page. That way you do not have to navigate there manually.
At the same time, every order results in an automatic update to the Orders section of your Shopify admin. You can always login manually to get all the order details.
2. Customer Notifications
The store owner is not the only one who is notified once an order has been placed. Shopify also sends an e-mail notification to the customer to confirm that the order was received. You can customize that e-mail within your settings. It is probably a good idea to do so if you want your customers to know any kind of special information that might have to do with shipping, returns, etc.
3. Order Fulfilment
The next step in the process is the fulfilment of the placed order. Here’s what you need to know: you need to configure your fulfilment preferences in the Checkout section of the Shopify admin. You will choose manual fulfilment if you create products as needed or your stock for that particular item needs to be replenished.
You will choose automatic fulfilment if you are dealing with digital products or tangible products that do not require pre-ordering or inventory fulfilment. At any rate, once an order has been fulfilled, the transaction is completed and the order is automatically archived. You can always retrieve the data at a later time by checking your archives.
Also note that archiving is only automatic if you set both checkout and order fulfilment options to automatic. Otherwise, you have to manually archive the order upon completion.