Set up order processing and archiving
You can set up automatic or manual fulfillment for orders and order archiving from the checkout settings page in Shopify.
When you fulfill an order in Shopify, you begin the process of sending the order on its way to the customer. The customer receives an email telling them that their item has shipped, and the order'sFulfillment Statusdisplays asFulfilledon theOrderspage.
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Activate confirmation requirement
By enabling a confirmation step, customers must review their order details before completing the checkout. After the customer submits their contact details, shipping information, and payment information, they're prompted toReview order, where they can view and change any of the previously-submitted details before committing to their purchase. After reviewing their order details, the customer selectsPay nowto confirm their order.
Steps:
- From your Shopify admin, go toSettings>Checkout.
- In theOrder processingsection, selectRequire a confirmation step.
- ClickSave.
Purchase option features in Shopify checkout
Purchase option apps display relevantpurchase optioninformation to customers in the checkout. For example, when buying a subscription product, the order frequency displays in the order summary.
Learn more about the information displayed in the checkout onsubscriptions,try-before-you-buy products, andpreorders.
Configure your order fulfillment settings
There are 3 different options for fulfilling orders:
自动完成订单
Automatic fulfillment is the most hands-off way to fulfill your orders, but it is only suitable for some types of product. You can useautomatic payment capturingwith automatic fulfillment when you don't have any products available for pre-order, you're selling digital downloads, or you’re using a fulfillment service. Setting your orders to be fulfilled automatically doesn't apply to local pickup orders.
If you've already set up your order processing section, then this step is complete. Otherwise, follow the steps below to set up automatic order fulfillment for every order.
Steps:
Post-purchase upselling features in Shopify checkout
Post-purchase upsell apps can prompt a customer to add more products to their initial order after they have completed payment. Customers can decline the offer without affecting their completed purchase. If they accept the offer, then the original order is edited to include the new product.
Post-purchase upsell offers don't display in the following situations:
- When accelerated payments method such as Shop Pay, Apple Pay, or Google Pay are used to pay for the order.
- When additional payment methods, including local payment methods and installment-based gateways, are used to pay for the order.
- When the order includes subscription products.
- When the order includes duties and multi-currency.
When upsell offers are presented to customers at checkout, the order fulfillment status is set toOn holdtemporarily. This means that you can't fulfill the order until thefulfillment holdis released.
Set up automatic order archiving
By default, when there is no processing remaining for an order, many orders are automatically archived. Archived orders are displayed on theClosedorder view.
When automatic order archiving is activated, the following orders are automatically archived:
- orders that are paid for and fulfilled
- orders that are fully refunded
If you prefer a more manual approach to tracking your orders, then use the following steps to deactivate automatic archiving. When automatic archiving is deactivated, you canmanually archive completed orders.