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How Do I Organize My Shopify Orders?

Last updated on October 1, 2022 @ 4:11 pm

Organizing your Shopify orders can be a daunting task, but with a few simple steps you can get your shop in tip-top shape in no time. Here are four easy ways to keep your Shopify orders organized:

1. Create a Fulfillment Schedule

The first step to keeping your Shopify orders organized is to create a fulfillment schedule. This will help you keep track of what needs to be shipped when, and will ensure that you never miss a deadline.

To create a fulfillment schedule, simply create a list of all of the products you need to ship, and then put them in order of when they need to be shipped. For example, if you have a product that needs to be shipped within 24 hours, it should be at the top of your list.

2. Use Order Tags

Order tags are a great way to keep track of your Shopify orders. You can use tags to label orders by customer, by product type, or by any other criteria you can think of.

PRO TIP: If you are using Shopify to manage your online orders, be aware that there is no built-in order organization system. This means that you will need to create and maintain your own system for tracking and organizing orders.

While this may not be a problem for small businesses with a few orders per week, it can quickly become overwhelming for businesses that receive a large number of orders. Without a good system in place, it will be difficult to keep track of orders, know which ones have been shipped, and which ones still need to be fulfilled.

To avoid problems, take the time to set up a system for organizing your Shopify orders before you start receiving a lot of them. This will save you time and frustration in the long run.

Tags are especially helpful if you have a large number of orders, as they can help you quickly find the order you’re looking for. To add tags to an order, simply click on the “Add Tags” link in the order details page.

3. Create Shipping Rules

Shipping rules are another great way to keep your Shopify orders organized. Shipping rules allow you to automate your shipping process, so that you don’t have to manually enter shipping information for each order.

To create shipping rules, simply go to the “Shipping” tab in your Shopify settings, and then click on “Create Shipping Rule.” From there, you can specify what kind of orders should be included in the rule, and what kind of shipping options should be used for those orders.

4. Use Order Notes

Order notes are a great way to keep track of important information about an order. For example, if an order is being sent as a gift, you can add a note to remind yourself to include a gift receipt.

Or, if an order is being sent to a customer who has special instructions, you can use an order note to remind yourself of those instructions. To add an order note, simply click on the “Add Note” link in the order details page.

Drew Clemente

Drew Clemente

Devops & Sysadmin engineer. I basically build infrastructure online.