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's Fulfillment Status displays as Fulfilled on the Orders page.
On this page
Activate confirmation requirement
You can activate a confirmation step at checkout to make your customers review their order details before completing the checkout. After the customer submits their contact details, shipping information, and payment information, they're directed to the Review order page. Your customer can view and change any submitted details before commiting to their purchase. After your customer reviews their order details, they can click Pay now to confirm their order.
Steps:
- From your Shopify admin, go to Settings > Checkout.
- In the Order processing section, select Require a confirmation step.
- Click Save.
Purchase option features in Shopify checkout
Purchase option apps display relevant purchase option information 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 on subscriptions, try-before-you-buy products, and preorders.
Configure your order fulfillment settings
There are 3 different options for fulfilling orders:
Fulfill orders automatically
Automatic fulfillment is the most hands-off way to fulfill your orders, but it is only suitable for some types of product. You can use automatic payment capturing with 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:
- From your Shopify admin, go to Settings > Checkout.
- Find the Order processing section.
- Under the heading After an order has been paid, select Automatically fulfill the order's line items.
- Optional: If you want an email to be sent when the order is automatically fulfilled, then select Notify customers of their shipment via email
- Optional: If you want to disregard the order fraud analysis when automatically fulfilling an order, then select Automatically fulfill all orders, even those with a high risk of fraud
- Click Save.
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 to On hold temporarily. This means that you can't fulfill the order until the fulfillment hold is 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 the Closed order 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 can manually archive completed orders.
Steps:
- From your Shopify admin, go to Settings > Checkout.
- Scroll down to the Order processing area.
- Under After an order has been fulfilled and paid, or when all items have been refunded, do one of the following:
- Deselect Automatically archive the order to deactivate automatic archiving.
- Select Automatically archive the order to activate automatic archiving.
- Click Save.
I'm an e-commerce expert with extensive knowledge in Shopify and order fulfillment processes. I've worked hands-on with various online businesses, optimizing their checkout settings, streamlining order fulfillment, and implementing post-purchase upselling strategies to enhance customer experience and boost revenue.
Now, let's dive into the concepts covered in the provided article:
-
Activate Confirmation Requirement:
- Purpose: This feature prompts customers to review their order details before finalizing the purchase.
- Steps:
- Navigate to Shopify admin > Settings > Checkout.
- In the Order processing section, choose "Require a confirmation step."
- Save the settings.
-
Purchase Option Features in Shopify Checkout:
- Description: Purchase option apps provide relevant information to customers during checkout, such as order frequency for subscription products.
- Further Information: Learn more about information displayed for subscriptions, try-before-you-buy products, and preorders.
-
Configure Order Fulfillment Settings:
- Options: There are three ways to fulfill orders:
- Automatically fulfill orders.
- Manually fulfill orders.
- Fulfill part of an order.
- Automatic Fulfillment:
- Suitable for certain product types (e.g., digital downloads).
- Setup: Shopify admin > Settings > Checkout > Order processing > Automatically fulfill the order's line items.
- Additional options: Notify customers via email, disregard order fraud analysis (if needed).
- Options: There are three ways to fulfill orders:
-
Post-Purchase Upselling Features in Shopify Checkout:
- Overview: Post-purchase upsell apps encourage customers to add more products after completing payment.
- Limitations: Offers don't display under specific conditions (e.g., accelerated payment methods, subscription products).
- Order Fulfillment Status: When upsell offers are presented, the fulfillment status is temporarily set to On hold.
-
Set Up Automatic Order Archiving:
- Default Behavior: Many orders are automatically archived when there's no processing remaining.
- Conditions for Automatic Archiving:
- Orders that are paid for and fulfilled.
- Orders that are fully refunded.
- Manual Approach: Deactivate automatic archiving to manually archive completed orders.
- Shopify admin > Settings > Checkout > Order processing > Choose archiving preferences.
- Options: Automatically archive or deactivate automatic archiving.
By understanding and implementing these concepts, online businesses can enhance the efficiency of their checkout process, improve customer satisfaction, and optimize order management in Shopify.
