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ShopifyUpdated 3 years ago

Shopify 

 

1. Introduction to Shopify (DTC (Direct to Customer) model of e-commerce channel)

 

Shopify is a one-stop SaaS model e-commerce service platform that provides e-commerce sellers with the technology and templates to build online shops and manage omnichannel marketing, selling, payment, logistics and other services. [Baidu Encyclopedia

 

  1. FEZiBO's shopify shop backend

 

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Label 🏷1: indicates the list of country sites, currently fezibo has a USA, Germany, UK, Spain and France site, the picture shows the USA site

 

      Label 🏷2: indicates the function bar of shopify, including orders (drafts/abandoned checkouts), products, customers, finances, analytics, marketing, discounts, etc.

 

      Tab 🏷3: indicates a list of orders

 

      Tab 🏷4: indicates search box, keyword search and order number search

 

3. Introduction to common functions

3.1 Searching for orders

 

      step 1: Search for an order number in the "Order Number Search Box" in the "Orders" screen

 

      step 2: Select the results of the matching order

 

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3.2 Viewing order details

 

     Tab 🏷1: order number and date of order, and order status (payment status and fulfilment status etc.)

 

 

 

Fulfillment status

 

Payment status

 

fulfilled

 

authorized

 

unfulfilled

 

expired

 

partially fulfilled

 

overdue

 

scheduled

 

paid

 

on hold

 

partially paid

 

request declined

 

partially refunded

 

 

 

pending

 

 

 

refunded

 

 

 

unpaid

 

 

 

voided

 

 

Label 🏷2: Product details and prices

 Tab 🏷3: Payment details, including product price, discounts, taxes and payment total

 

     Tab 🏷4: Status of the customer's message when placing an order

 

     Tab 🏷5: Customer information, including the number of historical orders, email/phone numbers, and shipping addresses for customers with the same email or phone number

 

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3.3 Editing orders

 

3.3.1 Change SKU

 

     step 1: Go to the order details page, click "Edit" to enter the editing interface

 

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step 2: Search for the SKU you want to add in the search box of tab 🏷1

 

                The label 🏷2 box allows you to adjust the number of original products in the order

 

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 step 3: Select the product you want to add (size/colour/stock/price etc.)

 

 

3.3.2 Cancelling an order

 

     step 1: Click on "refund" in the order details page

 

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step 2: In the Refund screen, tick the number of products, fill in the reason for the figure and click "Refund".


3.4 Order creation

 

     step 1: Go to the "Drafts" screen and create the order "Create order".

 

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step 2: Search for SKU in tag 🏷1 box, enter customer name in tag 🏷2 box (provided the customer has placed an order or created a new customer profile)

step 3: Select the correct product, "Add"



step 5: If you need to add a discount, "Add discount" in tab 🏷1

 

                 and then "Send invoice" for the customer to pay


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