how to process orders in shopify plus

if you've got your stores set up and,your theme is done and you show it to,people one of the very first things,that's going to happen hopefully is that,they're going to support you and they're,going to order your products and you,need to know how to see those orders how,to fulfill those orders and how to make,sure that you get the payment for those,orders so I've set up a tutorial store,just for these tutorials and I'm going,to take you in to the orders screen,right now where I've got a couple of,test orders that I've set up note that I,basically haven't done anything with,this store yet so you'll be watching me,create it and watch it evolve over the,next little while so if we just click up,here in the upper left hand corner on,the screen says orders it will take us,to all orders automatically and you'll,see that in the last 15 minutes I've,created two this one I created manually,the 1001 and the second one was actually,done on the site which I have set up,with a test payment processor so that we,don't actually take payment from people,at all you can see that my product,prices are out of control so I'm really,glad we're testing and I using my real,credit card so if we go into the first,order that I created using the create,order button in the upper right hand,corner you can see the order details are,pretty sparse there's not customer,contact information because I didn't,input any no notes from the customer etc,all you can see here is that that person,ordered a cool product in size small and,sample shirt in size medium there was,tax applied appropriately because I have,set up my tax settings in the sample,shop and that was the total and I marked,it as paid when I created the order so,you'll see there's nothing really for,you to do with it other than pull the,products and then contact this customer,to make sure they're going to come pick,up because you can't ship obviously with,no address if you or anyone in your,staff needed to make a comment about,this order,for example you know contact a customer,on such and such date you could do that,here so you can use emojis you can tag,specific staff members you can attach,files anything that you need to do to,keep track of people's so you could say,fulfilling today and just click post and,then any of your staff that goes in and,helps manage your orders will see this,this also works in the other directions,of your staff are fulfilling orders and,you just want to go in and check on,something,you can see the comments that they have,left on these orders okay there's a few,different actions that you can take here,you can print off this order save trees,don't do this unless you need to but the,assumption is there you can refund this,orders of the customer asked to return,these products at any point you can do,them you can choose to edit this order,so change the products they've ordered,so say the customer reached out and,asked for both shirts to be in a medium,for example you could edit the order to,reflect that and just as a good practice,I would also take a screenshot of the,customer's request and attach it as a,file here in the comments that way you,always got proof that the customer asked,you to do that in case they decide to,not be so fun later okay more actions,you can duplicate this order if you want,to you can cancel it you can archive it,or view the order status page if you go,and look at the order status page this,is just what the customer sees okay so,it's just showing that the order is,confirmed if they click on the link in,their email that's what they'll see at,any point once you've pulled these,products and you're done with this order,you don't need to look at any more you,just click mark as fulfilled okay you'll,be marked as manually fulfilled because,there's no shipping address on this one,and then you know we could add shipping,addresses if we want to so we select how,many items we fulfilled one cool product,one sample shirt,and just fulfill items there we click,through we could print a packing slip up,there if we needed to and voila this,order is fulfilled two items are,fulfilled and it automatically you'll,see up here it has automatically,archived this order so you don't need to,worry about that okay let me go back to,all orders and let's show you what you,would need to do on an order that comes,in through the website if your payment,settings are set to the default okay so,when you're setting up your shopping,cart one of the settings in Shopify,allows you to choose whether you ought,card when they order and then charge,them later or if you charge them,immediately for their order the reason,it defaults to authorize now and charge,later is in case you have to make any,changes to their order that way you can,only charge them for the accurate amount,so let's say someone ordered two,products but you only had one in stock,you could remove that item from their,order and then only actually charge them,for that one amount rather than having,to issue a partial refund and incurring,basically payment processing fees for,the whole order when you didn't need to,okay if that's a little bit confusing,I'm gonna go through all the payment,setup options in a future tutorial so,make sure you like and subscribe so that,you can watch that as well but for right,now let's just go into this order with,basically the default settings again a,fake payment gateway so we're just,testing here no one's actually being,charged for anything we do have an,address here to ship to in this case,we've again got the the taxes being,charged and everything so if we wanted,to fulfill our cool product we would,first capture payment before you start,packaging anything that's my preference,if you know you have everything in the,order just hit capture payment and it,shows you how much to process for accept,it there's already an authorization on,the card so you know it will go through,but this captures the payment for sure,right as you start packaging it,okay then you go up and create your,shipping label if required if you're,shipping and you're not doing a local,pickup you go through and create your,shipping label now might stop me here,yes because I don't have any shipping,carriers set up but this is essentially,what it would look like without all,these big red warning labels so I'm just,gonna take you back after this but lets,you choose your box lets you choose the,weight with the package the weight of,the product email shipment details to,customers today if that's what you're,doing the day you're shipping it out it,just lets you set up exactly how you're,going to ship this this product now,because I don't have shipping set up on,the store yet I can't actually fake by a,shipping label so we're gonna cancel,this for now and again I'm gonna take,you through all of the shipping setup in,a future tutorial so if you want to,catch that one please like this video,subscribe and ask for that one in the,comments the more comments I get about,specifics the more likely I am to,prioritize that specific question so let,me know and I'll make sure to get that,done more quickly if there's lots of,demand for it so if we had created the,shipping label this would automatically,say fulfilled because we can't we're,gonna go Markus fulfilled and go through,that same screen again if there's a,tracking number shipping carrier we,could input that information here send,details of the shipment to your customer,now that lets them know what their,tracking number is and that their,shipment has been sent okay and then,again make sure that it's one of one the,shipping address is right and you,fulfill items and again fulfilling this,order will automatically archive it,so now you've accepted payment for the,order you have fulfilled the order and,it has been archived you have no active,orders waiting waiting for you to,process and again you can print this,order you can refund this order you can,edit this order duplicate it on archive,or view the order status page and show,you what that looks like really quickly,with the order actually fulfilled so you,can track order with arrived this is,something that I don't really use a lot,but,it's an option and again in that,shipping tutorial I'll go over a little,bit more it shows that the information,is confirmed and the updates are coming,okay so that's it for handling orders if,you want to go back into all orders and,see your archived orders they're all,still right here if you want to,prioritize only the ones that are open,you just click open and it will show you,anything that has not been fulfilled yet,it's the fastest way for you to go in on,your daily workflow when you're,fulfilling orders okay I can't think of,anything else that you might need to see,on the orders screen we can get into,drafts and abandoned checkouts later,there's lots to share on that so I want,to keep this tutorial short if you have,any questions let me know in the,comments make sure you subscribe so you,get the future tutorials if this all,seems really scary and super,overwhelming reach out and I'm happy to,help get your store set up or give you,some direction on how to manage what,you're what you're doing thanks so much,for watching and have an awesome day,you

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