Shopify is an e-commerce site that allows you to run your business from anywhere.
Not only is it a great place to set up shop, but its powerful, sophisticated tools help you find potential customers, help you boost your sales, and just help you manage your business.
One of the biggest aspects of any online business is the process of fulfilling orders.
On Shopify, you can fulfill orders automatically or manually, as well as put orders on hold and cancel fulfillment of orders altogether.
How do you do this? This guide tells you everything you need to know!
Orders Fulfilled Automatically
As this process is automatic, it’s super simple.
If you have set your orders to fulfill automatically, then the order will be automatically marked as fulfilled after it’s paid.
Automatic fulfillment is available if you exclusively sell digital downloads or digital gift cards. When a customer purchases digital products they are emailed a download link and then the order is marked as fulfilled.
How do I Fulfill My Orders manually?
If you have set your orders to fulfill manually, then you need to open your orders and fulfill the line items.
There is also an option for partial fulfillment, where you can fulfill part of an order manually by fulfilling some line items. However, you can speed up the manual fulfillment process by fulfilling multiple orders at the same time.
To fulfill entire orders manually:
- Go to Orders
- Click the order number of an unfulfilled order.
- If you’re using multiple locations and you want to change the location that you’re fulfilling the order from, click the name of the location on the fulfillment card, and then click ‘Change Location.’ Select the location that you want to use and then click ‘Save.’
- If you’re using Shopify Shopping you can buy a shipping label for your order, then select ‘Create Shipping Label.’
- If you’re using another carrier then click ‘Mark as Fulfilled’ and enter the tracking number from your shipping provider. The tracking URL will be included in the customer’s shipping confirmation and any shipping update emails. Shopify might recognize the tracking number format and choose a shipping carrier for you. If this doesn’t happen, or Shopify selects the wrong carrier then select your shipping carrier from the Shipping carrier drop-down menu.
- If you would like to send a notification email to the customer right away, select ‘Send Shipment Details To Your Customer Now.’
- To mark the order as fulfilled click ‘Fulfill Items.’ However, if you’re using Shopify Shipping then choose a shipping service and click ‘Buy Shipping Label.’
- The order screen will then update to display the order’s fulfillment status.
How Do I Fulfill Part of An Order Manually?
If a customer has placed and paid for an order with multiple items, but one or more of the items are out of stock or it’s a pre-order - don’t panic!
There is a way to fulfill part of the order, and have the items shipped separately. It’s much like the process for fulfilling entire orders with a few minor tweaks.
Please note you cannot do this with automatic fulfillment enabled.
Fulfilling part of an order using Shopify Shipping:
- Go to Orders.
- Click the number of an unfulfilled order.
- Select ‘Create Shipping Label’ to buy a shipping label for your order if needed.
- From the Fulfillment page, change the number of products you want to fulfill for each line item in the ‘Items’ section.
- Select the shipping method in the Shipping Service section.
- To immediately send a notification email to the customer, select ‘Send Shipment Details.’ However, you can only do this if you have the customer’s email address.
- Click ‘Buy Shipping Label.’ The order screen will update to display the order’s Fulfilled and Unfulfilled items.
Fulfilling part of an order without Shopify Shipping:
- Go to ‘Orders.’
- Click the number of an unfulfilled order.
- Like fulfilling an entire order using multiple locations, click the name of the location on the fulfillment card, and then select ‘Change Location.’ Select the location you want to use, and then click ‘Save.’
- Click ‘Marked as Fulfilled.’
- From the Fulfillment page, change the number of products that you want to fulfill for each line item in the ‘Items’ section.
- In the ‘Tracking Information’ section enter the tracking number from your shipping provider. The tracking URL will appear in your customer’s shipping confirmation and shipping update emails.
- Like fulfilling an entire order without Shopify Shipping, if your shipping carrier doesn’t appear or Spotify selects the wrong one, then select your shipping carrier from the Shipping Carrier drop-down menu.
- To send a notification email to the customer, follow the same process in the ‘How Do I Fulfill My Orders Manually?’ section. However, you do need to have the customer’s email address to do this.
- Click ‘Fulfill Items.’ The order screen will update to display the order’s Fulfilled and Unfulfilled items.
- To review the order’s fulfillment details or add a tracking number, just click ‘Add Tracking’ in the Fulfilled section of the order.
How Do Fulfillment Holds Work?
When upsell offers are presented to customers at checkout, the status of the order fulfillment is ‘On Hold’ until the customer completes their order.
While ‘On Hold’ you can reserve inventory for the order, but the order cannot be fulfilled until the hold is released and the fulfillment status changes to ‘Unfulfilled.’
If a customer doesn’t finish checking out, then their order will remain On Hold for an hour to give the customer some time to return to the order and complete their checkout if they wish.
How Do You Cancel A Fulfillment?
When you cancel a fulfillment, the status of the order returns to ‘Unfulfilled.’
This allows you to buy a new shipping label or create a new fulfillment for the order. You must void any shipping labels you’ve purchased before canceling the fulfillment.
However, canceling a fulfillment in Shopify doesn’t halt a fulfillment that is in progress. If you use a separate fulfillment service then you need to contact your service to cancel the fulfillment.
To cancel a fulfillment:
- Go to Orders
- From there, click the number of an order in the list that has a status of ‘Fulfilled.’
- Click ‘More’ in the Fulfillments section.
- Click ‘Cancel Fulfillment.’