You have the option to select for Shiptheory to download either shipments or orders your Shopify account.
By default, Shiptheory will download your Shopify shipments, but should you consider setting Shiptheory to download your Shopify orders instead? The guide below will help to explain each option in more detail.
An overview of Orders and Shipments
In simple terms, an order in Shopify contains information about your customer, their address(es), the item(s) ordered and any payment information.
In order for you to ship any orders to customers, each order must be fulfilled into a shipment. The process of fulfilling an order into a shipment is what removes the stock from your inventory so it cannot be sold again, and it is the shipment that will contain the tracking information once the shipment has been booked with a courier.
It is possible to create multiple shipments for an order, for instance -
- If different items needed to be sent to different addresses
- If one or more of the order's items were on back-order
- If some items were stocked in different warehouses
For this article, however, we will keep things simple.
Why choose to download Shopify Shipments?
By default, Shiptheory is set to download shipments from your Shopify store. This method will require that log in to your Shopify store and fulfil each order in order to create the shipments that are subsequently downloaded by Shiptheory.
Shiptheory will download each shipment as it is created when your orders are fulfilled.
Whilst this might seem like a more hands-on process, this does give you more control over your orders and shipments, particularly if -
- Your business often manages back-orders
- You often split orders to multiple shipments
- You have multiple stock locations set in Shopify
For more information on how to fulfil your Shopify orders, please refer to this guide: How do I fulfil Shopify orders into Shipments?
Why choose to download Shopify Orders?
As explained above, in order for you to ship any orders to customers, each Shopify order must be fulfilled into a shipment. If you select for Shiptheory to download your Shopify orders, Shiptheory will automatically fulfil your orders and then book the resulting shipment(s) as normal.
As such, there are a couple of other settings to help determine which of your Shopify orders Shiptheory should automatically fulfil and when you are ready for it to do so.
- Order Fulfillment Location
If you have more than one Stock Location configured in Shopify then you will need to select here, from which of your Shopify stocks locations Shiptheory will fulfil your orders.
For each order that Shiptheory processes, it will look to fulfil as many of the order items as possible from this selected location to each shipment that is created.
For any orders where not all stock is available to fulfil, all available stock will be fulfilled to a shipment and the order will be set as Part Fulfilled in Shopify to be manually completed later, such as fulfilled from another location.
It is only possible for Shiptheory to manage one stock location. More information about how Shiptheory fulfils orders is available here: How does Shiptheory Fulfil my Shopify Orders?
- Orders Payment Status
Select the payment status(es) on which you are happy for Shiptheory to fulfil your Shopify orders. Multiple statuses can be selected.
- Order Tags
For more fine-grained control over when Shiptheory processes your orders, you can enter a comma-separated list of order tags. Shiptheory will only then process an order if all of the tags are present on your Shopify orders, in addition to the previous settings.
This could be useful if you wanted Shiptheory to only processes a certain segment of your Shopify orders, or you only wanted to process orders after certain checks had been completed.
Shopify will check each time there is an update to your orders to see if the conditions set in these options have been met and the order is ready to process.
How to change your Shopify settings
Having read the above, you've decided that you would like to change your Shopify integration to download orders (or shipments). So how do you do that? No problem, we have a guide to help you through: How to set Shiptheory to download Shopify Orders or Shipments
If you have any further questions about Shopify orders, shipments or anything else, please don't hesitate to get in contact with our support team.