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.

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 to Review 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 selects Pay now to confirm their order.

Steps:

1. From your Shopify admin, go to Settings > Checkout.
2. In the Order processing section, select Require a confirmation step.
3. 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:

• Automatically fulfill orders
• Manually fulfill orders
• Fulfill part of an order

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.

Note

If you have chosen to manually capture payment for your orders, then you have to capture funds before your order can be automatically fulfilled.

Steps:

Desktop

1. From your Shopify admin, go to Settings > Checkout.
2. Find the Order processing section.
3. Under the heading After an order has been paid, select Automatically fulfill the order's line items.
4. Optional: If you want an email to be sent when the order is automatically fulfilled, then select Notify customers of their shipment via email
5. 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
6. 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:

Desktop

1. From your Shopify admin, go to Settings > Checkout.
2. Scroll down to the Order processing area.
3. 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.
4. Click Save.