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.

Default to different shipping and billing addresses

When a customer enters a shipping address, the same address is used as the billing address by default. Customers can choose to provide a different billing address. You can change the default in the Order processing section:

Use the shipping address as the billing address by default checkbox

To change the default, uncheck the box beside Use the shipping address as the billing address by default so that the shipping address is not automatically copied to the billing address.

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 preorder, you're selling digital downloads, or you’re using a fulfillment service.

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.

To set up automatic order fulfillment:

  1. Find the Order processing section.

  2. 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:

Automatic fulfillment
  1. Click Save.

Every new order that comes into your store will now be fulfilled automatically.

Set up automatic order archiving

You can choose to have your orders automatically closed after they've been paid for and shipped.

If you want precise control over your orders, want to be more part of the process, or want to track your orders closely, then leave this box unchecked and manually archive orders after you've fulfilled them.

To automatically archive orders after fulfillment:

  1. Scroll down to the Order processing area.

    Order processing section
  2. Under After an order has been fulfilled and paid there is one option:

    • Automatically archive the order. This option will automatically archive an order after it has been paid and fulfilled. Select this feature if you do not want to manually archive all orders after they have been fulfilled and paid.
  3. Click Save.

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