Processing orders

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

Requirements and considerations

Review the following requirements and considerations for using Handshake:

  • Your store location must be in the US.
  • Your store currency must be set to USD.
  • The products in your Handshake wholesale channel must have the following:

    • wholesale price
    • product category
    • case pack quantity
    • minimum order quantity
    • if there is a retail price, then it must be higher than the wholesale price
  • If you track the inventory of the products that you sell through Handshake in your Shopify admin, then you must have the quantity available to fulfill an order, or you must enable Continue selling when out of stock in your product's inventory settings.

  • Shipping rates that are available for orders to the United States are the shipping rates that are available to your retailers in the Handshake checkout. If you don't have any shipping rates for the United States, then your retailers can't place orders through Handshake.

  • For a customer to place an order through Handshake, a shipping rate must match their order value in your shipping settings. For more information, refer to Setting up shipping.

  • Payments must be made through a direct payment provider using a credit card, which means that the payment provider must be integrated into your Shopify checkout and can't redirect your retailers elsewhere. For more information about direct payment gateways, refer to Direct and external credit card payment providers.

  • Taxes aren't charged through the Handshake checkout. If you want to charge taxes, then edit the order after it's placed to charge a separate invoice for the tax amount.

  • Discounts in your Shopify admin can't be used in the Handshake checkout.

Search for your orders placed through Handshake

Orders placed through 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 the Handshake sales channel.

Steps:

  1. From your Shopify admin, go to Orders.
  2. Click More filters > Sales channel, and then select Handshake.

Editing an order placed through Handshake

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 is not sent, so your customer receives only one email.

Add custom charges

After a customer places an order, you can add custom charges, such as shipping or taxes, for your customer 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 are 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 customer 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 customer has already paid a portion of the shipping charge, then make sure to only charge the difference. For example, suppose a customer 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 an order placed through Handshake

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 customer 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 customer 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 an order placed through Handshake

You can refund orders that were placed through Handshake in your Shopify admin. When an order placed through Handshake is refunded, then the order refund email that is sent to your customer comes from Handshake and doesn't use the template in your notification settings. For more information about refunding orders, refer to Refund an order.

Canceling an order placed through Handshake

You can cancel orders that were placed through Handshake through your Shopify admin. When an order placed through Handshake is canceled, then the order cancel email that is sent to your customer comes from Handshake and doesn't use the template in your notification settings. For more information about canceling orders, refer to Cancel an order.

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