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's Fulfillment Status displays as Fulfilled on the Orders page.
Enabling different shipping and billing addresses
By default, during checkout, the customer's shipping address is used as the billing address field automatically, but the customer can enter a different billing address. You can change whether the billing address is filled automatically or left empty.
Steps:
- From your Shopify admin, go to Settings > Checkout.
- In the Order processing section, uncheck Use the shipping address as the billing address by default.
Provide autocompletion in address fields
When your customers enter their shipping or billing addresses, they can be presented with address suggestions. This feature lets your customers enter their address information faster and more accurately. These address suggestions come from services like Google Autocomplete, not from your customer's browser. If this feature is disabled or if your customers live in a country where this feature isn't supported yet, then your customers can check out as usual by entering their addresses manually.
This feature is available to all Shopify merchants and it is enabled by default. You can disable this feature from the Checkout Settings page by unselecting Automatically provide autocompletion on address fields.
The address autocompletion feature is available for your customers in the following countries:
| Australia | Austria | Belgium | Brazil | Canada |
| Denmark | France | Germany | Hong Kong SAR | India |
| Italy | Japan | Luxembourg | Netherlands | New Zealand |
| Norway | Saudi Arabia | Spain | Sweden | Switzerland |
| United Kingdom | United States |
Purchase option features in Shopify checkout
Purchase option apps show relevant purchase option information to customers in the checkout. For example, when buying a subscription product, the order frequency is shown in the order summary.
Learn more about the information displayed in the checkout on subscriptions, try before you buy products, and pre-orders.
Configure your order fulfillment settings
There are 3 different options for fulfilling orders:
Automatically fulfill orders
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.
- From the Shopify app, go to Store > Settings.
- Under Store settings, tap Checkout.
- From the Shopify app, go to Store > Settings.
- Under Store settings, tap Checkout.
Find the Order processing section.
Under the heading After an order has been paid, select Automatically fulfill the order's line items. You can also select Notify customers of their shipment via email if you want an email to be sent when the order is automatically fulfilled.
Click Save.
Every new order that comes into your store is now fulfilled automatically.
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 appear 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, use the following steps to disable automatic archiving. When automatic archiving is disabled, you can manually archive completed orders.
Steps:
- From your Shopify admin, go to Settings > Checkout.
- From the Shopify app, go to Store > Settings.
- Under Store settings, tap Checkout.
- From the Shopify app, go to Store > Settings.
- Under Store settings, tap 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:
- Uncheck Automatically archive the order to disable automatic archiving.
- Check Automatically archive the order to enable automatic archiving.
- Click Save.