Processing your Handshake orders

Retailers can place wholesale orders from you through the Handshake marketplace. Orders placed through the Handshake marketplace are shown in your Shopify admin on the Orders page.

Considerations

Before you start processing your orders, review the following considerations:

• Orders placed through Handshake don't have any specific tags in your Shopify admin.
• Taxes aren't charged through the Handshake marketplace. If you want to charge taxes, then edit the order after it's placed to charge a separate invoice for the tax amount.
• Only the discounts that you set up in Handshake > Discounts can be used in the Handshake checkout.
• If you track the inventory of the products that you sell through the Handshake sales channel in your Shopify admin, then you need to have the quantity available to fulfill an order, or you need to activate Continue selling when out of stock in your product's inventory settings.

Get more information about a retailer

After a retailer places an order through Handshake, you receive an email that contains the following information about the retailer:

• store name
• website URL
• email address
• contact name

If you need more information from the retailer, such as a reseller ID, then you can write them an email.

Filter your orders to display Handshake orders only

Orders placed through the Handshake are shown in your Shopify admin on the Orders page, but don't have a specific tag. You can filter your order list to show only orders that were placed through Handshake sales channel.

Steps:

1. From your Shopify admin, go to Orders.
2. Click Filter > Select filter > App, and then select Handshake. If the Handshake option isn't available in the App filter, then you don't have any orders placed through the Handshake.

Editing Handshake orders

You can do the following actions to orders:

• add new products
• remove products
• add custom charges, such as shipping or taxes

Because of the price discounts in Handshake, you can't edit the quantity of a product directly. To change the quantity of a product, first remove the product and then add it back to the order. Then, you can adjust the quantity and apply a discount. For more information about how to edit orders, refer to Editing orders.

When you edit an order placed through Handshake, an email is sent to your retailer with the details of the updated order. The email contains only the current products in the order, not products that were removed. The email is sent through Handshake, and is different from the emails in your notification settings within Shopify. The default order editing email from your notification settings isn't sent, so that your retailer receives only one email.

Add custom charges

After a retailer places an order, you can add custom charges, such as shipping or taxes, for your retailer to approve. You can add custom charges only to orders that aren't fulfilled.

Charge custom taxes

No additional tax amounts can be captured in the Handshake checkout. If you need to charge taxes on your orders through Handshake, then you can add a custom tax charge.

Steps:

1. From your Shopify admin, go to Orders.
2. Click the order.
3. Click Edit.
4. Click Add custom item.
5. In Item name, enter the type of tax that you're charging.
6. In Price, enter the amount to charge for taxes.
7. Make sure that Item is taxable and Item requires shipping are deselected, and that Quantity is set to 1.
8. Click Done.
9. Optional: Add any other custom charges, such as shipping.
10. Click Send invoice.

Charge custom shipping

If you need to charge a different shipping rate than the one that was charged at checkout, then you can charge a custom amount for shipping after the retailer places their order.

If you plan to do this on every order from Handshake, then update your shipping information in your Handshake profile to let retailers know that what they are charged for shipping at checkout is subject to adjustment after they place their order. For more information about your shipping preferences, refer to Set your shipping preferences.

If the retailer has already paid a portion of the shipping charge, then make sure to only charge the difference. For example, suppose a retailer is charged a shipping rate of 20 USD in the checkout, but should be charged 30 USD. When you add a custom shipping charge, make sure to charge only an additional 10 USD, and not the full 30 USD.

Steps:

1. From your Shopify admin, go to Orders.
2. Click the order.
3. Click Edit.
4. Click Add custom item.
5. In Item name, enter a name for the shipping charge.
6. In Price, enter the amount to charge for shipping.
7. Make sure that Item is taxable and Item requires shipping are deselected, and that Quantity is set to 1.
8. Click Done.
9. Optional: Add any other custom charges, such as taxes.
10. Click Send invoice.

Fulfilling Handshake orders

You can fulfill orders that were placed through Handshake through your Shopify admin on the Orders page. When you fulfill an order placed through Handshake, then the order fulfillment email that is sent to your retailer comes from Handshake and doesn't use the template in your notification settings. The template that Handshake uses contains information such as tracking numbers and shipping carrier details.

When you fulfill an order that was placed through Handshake, an order confirmation email is sent to your retailer even if you deselect the Send shipment details to your customer now option.

For more information about fulfilling orders, refer to Fulfilling your own orders.

Refunding and canceling Handshake orders

You can refund or cancel orders that were placed through Handshake in your Shopify admin. When an order placed through Handshake is refunded or canceled, then the order refund or cancelation email that is sent to your retailer comes from Handshake and doesn't use the template in your notification settings. Learn more about refunding and canceling orders.