text;
stringlengths 5
32.6k
|
---|
you can use collaborators to give shopify partners access to your shopify admin directly through their own partner dashboard. collaborator permissions give partners access to only the sections of your store that you want them to see, and don't count towards your store's staff limit after a shopify partner submits a request to access your store, you receive an email about the request and a notification on your shopify home. you can require shopify partners to enter a collaborator request code when you submit a collaborator request, to more effectively control the requests that you receive. when the code is required, only the partners who you share the code with can request access to your store collaborators can request and be given all available permissions in your store, except permissions to view, add, or remove staff. carefully consider which permissions a collaborator needs to complete their tasks. you can refer to about staff permissions for more information collaborators are shopify partners who have access to your store. they're similar to staff, but offer additional benefits. collaborators can log in from their partner dashboard, and their access to your store can be removed from your store admin. collaborators also don't count towards your store's staff limit freelancers and agencies can request access to collaborate on your store. when they request access, you can review their request to accept or reject it. after you accept their request, the collaborators are listed in the collaborators section on the plan and permissions or users and permissions page in your shopify admin. to more effectively control the requests that you receive, you can require shopify partners to enter a 4-digit collaborator request code when they submit a collaborator request your freelancer or agency needs to request access to your store. if you have a collaborator request code enabled, then you need to provide the code to freelancers or agencies who want to request access to your store. refer your freelancer or agency to requesting access to a client's store to get them started when you require a collaborator request code, a freelancer or agency needs to enter the correct code to send you a request for access to your store. you need to share the code with a freelancer or agency so that they can send the request. to enable the code from your store's plan and permissions or users and permissions setting, select only people with a collaborator request code can request access in the collaborators section. collaborator request codes are 4-digit codes that are automatically generated when you enable the requirement. you can expire the code and generate a new one at any time give only the permissions that you feel comfortable giving. if a freelancer or agency asks for certain permissions, there might be a good reason. if you aren't sure, then ask the freelancer or agency why they need the permissions for more information on permissions, refer to about staff permissions collaborators can log in to your store only from the partner dashboard. collaborators don't have passwords, so they can't log in to your store using the shopify app if you want to give a freelancer access to your store using the shopify app, then you can them as staff ask the freelancer or agency to contact partner support. partner support will adjust the partner's account so the partner can send you another request if you don't need any more help from the collaborator, then remove their account first, make sure that the problem isn't because of a communication issue or mismatched expectations. shopify isn't directly responsible for issues with freelancers or agencies, but if you encounter an issue that shopify should know about, then contact shopify support review the request and confirm that you don't want to work with them. if you aren't expecting a request, or if you don't recognize the sender, then you shouldn't accept their request. to report spam you can contact shopify support. you can require freelancers and agencies to enter a 4-digit collaborator request code when submitting a collaborator request, to more effectively control the requests that you receive. when the code is required, only partners with the code can request access to your store, and you won't receive requests from freelancers and agencies who don't include the correct code when approving access, you can set the same permissions for collaborators that you can for staff. if a collaborator requests access to your store, they can only see the option to request access to apps. collaborators don't see the list of apps that you currently have installed.;; |
url is available only to stores in certain countries. for a list of supported countries, see payment information by country or region url is a payment provider that lets you to accept credit card payments on your shopify store your url account is in test mode when you open a merchant account with them. the test servers aren't compatible with shopify, so you need to disable test mode for your url account log into the merchant interface at url select settings under account in the main menu click test mode in the security settings section after you disable test mode, you can activate url in shopify in the third-party providers section, click choose third-party provider enter your api login id and transaction key after you've entered your credentials, click activate url is now set up to process credit card payments on your shopify store if you want to use url in test mode, then you need to sign up for an url sandbox account. after you sign up for a sandbox account, you need to set up test mode in your shopify admin in the url section, click edit check use test mode and enter your sandbox credentials you can now test your url configuration by making a purchase on your store using one of the url test card numbers when you try to refund an order in shopify that was paid with url, you might see an error message like bill to last name is required. this message means that one or more fields on your url hosted payment form are set to required, which causes an error with shopify orders. before you can refund the order in shopify, you need to go to the hosted payment form in your url account and set all the fields to not required. for help on setting fields on your hosted payment form, see the url support center.;; |
before you start setting up your shopify store, you need to create a shopify account and add some essential business information for your store. you don't need to include every detail right away, but be sure to add the following items create a shopify account to start setting up your store. you'll need to enter a valid email address, a password, and the name of your store the store name that you choose becomes your primary domain, known as your myshopify domain, which looks like this url. you'll use this to log in to your store from now on you can't change your myshopify domain, but you can change the name of your store, as it appears on every page of your website, at any time. you can also buy a custom domain, and that doesn't need to match your myshopify domain either your online store name is the name that's displayed on every page of your website changing your store name doesn't change your myshopify domain. you can't change your myshopify domain, which you use to log in to your store, and identify your account when you contact shopify support in the store details section, enter the name of your store in the store name text field your legal business name and address will appear on your bill. with the correct address listed on your shopify bill, you might be able to claim shopify as a business expense in the store address section, update all of the relevant editable text fields you must disable shopify payments before you can change the country in your shopify admin in the standards and formats section, use the drop-down menu under time zone to select a new time zone in the general settings page of your shopify admin, you can choose which currency your store uses for example, usd, eur, cad, aud, jpy if you're just experimenting with setting up a store, you can set and then change the store currency. but after you make your first sale, do not change the currency. changing it will have an adverse affect on your prices, reports, past orders, and other historical data, and you can't undo the change if you are using shopify payments as your credit card payment gateway, then you must change your currency by editing the bank account and currency settings used by shopify payments in the standards and formats section, use the drop-down menu under currency to select a new monetary unit you can change the way monetary amounts are shown by clicking change formatting with shopify, you can customize themes to show multiple currencies on your online store for display purposes only. your customers can check out only in the currency you set on your general settings page under the standards and formats section to learn more about using themes to show multiple currencies on your online store, refer to support multiple currencies in your theme if you want your customers to be able to checkout in different currencies, you'll need to open a second shop. contact our support team for more information you can choose from the following default units of weight choose the weight unit that is most appropriate for your business. this is just the default value, and can be edited on a product-by-product basis later on before choosing your default weight unit, your should choose your unit system from the same screen in the standards and formats section, use the default weight unit drop-down menu to select the weight unit of your choice metadata, such as a page's title and meta description, is displayed in search engine results. it doesn't affect your chances of being listed by a search engine, but a good meta description can increase the likelihood that visitors will click through to your store. it's a great way to attract more traffic the title and meta description must be unique for each page, and must describe the content of that page. for every product, page, or blog in your shopify admin, there's a search engine section where you can input the information as you want it to appear on search engine results pages you can see a preview of how your page appears as a search result on a google result page the title is black and white bracelet pack - no shipping. there is a 70 character limit for titles not all search engines will truncate after the character limit is reached, but most will truncate on a word, rather than in the middle of a word, to improve readability from your shopify admin, go to online store preferences in the title and meta description section, enter your home page metadata under homepage title and homepage meta description search engines will list only about 140 characters of your meta description below your title tag, so keep it short what happens when i leave the title tag blank your theme will use your shop name followed by the title of the content, or it will use the title of the content followed by your shop name. if this is what you wanted to use anyway, then there's no need to edit the title tag at all where's the title tag in my shopify theme? can't i edit my html pages directly for this the title tag only shows up in one file of your shopify theme url. the url file is used on every page of your website. the liquid tag that outputs the title tag in your url file is pagetitle your website is not made of static html pages that you can edit piece by piece. content is output dynamically by a relevant template my employee wants to edit my webpages directly instead of my url file. how do i get ftp access to my website to edit the html of each page there's no ftp access to your web pages. the code for your title tag is in your url file. the code will be inside the head element in url. for more information about liquid, see our guide to seo for theme designers why can't i see my change when i visit google you might need to wait a couple of weeks for your edits to show up in search engine results. it can take some time for search engines to crawl and re-index your content by default, your first order id is given the format. orders after that are incremented by 1 for each new order you cannot change the number that your orders begin at 1001, but to customize the format of your order ids you can add or edit an order id prefix or suffix in the standards and formats section, edit the prefix text field you can delete the or replace it with any characters a-z, 0-9, or symbols. you can replace it with multiple characters if desired in the standards and formats section, edit the suffix text field enter a combination of characters a-z, 0-9, or symbols after your business information is set up, it's time to start building your store.;; |
shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? shopify payments is the simplest way to accept payments online. it eliminates the hassle of setting up a merchant account with a third-party payment provider, and then entering your account credentials in shopify. because shopify payments is fully integrated with your store, you can view your payouts directly in the shopify admin if your store has shopify payments enabled, then you receive payments through shopify payouts when a customer pays using shopify payments and specific accelerated checkouts if customers pay using third-party payment gateways, then you won't see your payout information in your shopify admin. third-party payment providers have their own ways of displaying your payouts. check with your third-party payment provider to find out how they display payout information. for an overview of how payments work with shopify, refer to our guide about getting paid your pay period refers to the amount of time between the day a customer places an order on your store, and the day the funds from that order are sent to your bank account. the day a customer places an order on your store is determined from the time that the order was placed in the utc time zone. funds from orders placed on friday, saturday, and sunday are grouped and sent together as one payment if you use a payment schedule, then your pay period is adjusted according to the schedule that you set the funds might not appear in your bank account right after they're sent. banks typically take between 24-72 hours to process deposits to your bank account the length of your pay period depends on the country where your store is based if your business is located in japan, then you set your regular payout day on any day between monday and friday, and you can choose to be paid weekly or monthly. the pay period is 5 days plus the number of days remaining until your payout day. for example, if your customer places an order in your store on a wednesday, and your payout day is friday, then the funds from that order are sent to your bank account on the friday of the following week, 8 business days later. if your customer places an order in your store on a sunday, then the funds from that order are sent to your bank account on the friday of the same week, 5 business days later if your customer pays using jcb, then your pay period is 30 days from the date of the order, plus the number of days remaining until your payout day, before funds are sent to your bank account you must complete the setup of your shopify payments account, including all your business details and banking information, within 21 days of your first sale. if your account is not set up within 21 days, then all payments are automatically refunded to the buyer you can track your scheduled payout balance and payout schedule from the shopify admin. payments are synced with their orders. this makes it easy to see how much you receive for an individual order when you use shopify payments, you pay the card rate, but you don't pay a subscription transaction fee. stores that use a third-party payment provider pay both shopify's subscription transaction fees, and credit card fees charged by their third-party payment provider if you're using shopify payments in ireland, then 21 vat value-added tax is collected along with the card rate until february 28, 2021. starting march 1, 2021,the vat rate will increase to 23 you can receive payouts in a different currency than the currency that you sell in while using shopify payments. for more information, see selling and getting paid in different currencies if you're using shopify payments and you issue a refund, then the amount is deducted from your next available payout if you're using shopify payments and your payout doesn't have enough funds for a return, then there are different outcomes depending on where you are located. austria, denmark, germany, hong kong, ireland, italy, netherlands, singapore, spain, sweden, new zealand, and the united kingdom, the remainder of the refund is deducted from the next payout until the refunded amount is covered united states, canada, and australia, the balance is debited from your bank account on the day of the payout a refund takes up to 10 business days to be credited back to your customer if a negative balance payout fails, then the payout is tried again in 3 business days. for more information about issuing refunds with shopify payments, refer to the shopify payments faq if you refund an order to store credit by using shopify pos, then you can refund the amount to the original payment method later on. for more information about shopify pos, refer to point of sale if your shopify payments account displays a negative balance, then you might not be able to issue a refund. refunds are listed as pending until you have made enough sales to have a positive balance in your shopify payments account, and then you can successfully issue a refund if you're in the united kingdom or ireland, then you see earthport plc shopify on your bank statement when the money is deposited into your bank account, instead of shopify the payouts page displays your previous and next payout. if you have scheduled your payouts, then you see the estimated date that you get paid. you can see the available balance for your next payout and any funds held in reserve the all payouts section lists all of your payouts and their current status clicking transactions on the payouts page lists all transactions associated with all of your payouts transactions share the same status as payouts with the addition of the pending status. transactions marked as pending are for sales that you've made, but that haven't been sent to your bank account yet. the payout date for pending transactions is an estimate only there are two ways to see the details of a specific payout after you click either link, you see the page for the payout you chose. the overview section shows the total amount of the payout, as well as a breakdown of the charges, refunds, adjustments, and reserves. the transactions section shows the details of each transaction included in the payout the payout descriptor is how your payouts appear on your bank statement. by default, your payout statement descriptor shows up as shopify. if you want to change the appearance of your payouts, then you can edit your descriptor in your payment providers settings changes to your payout statement descriptor could take up to three business days to be reflected in your bank account. changing your descriptor only changes the appearance of future payouts, and not past or pending payouts if your business is located in japan, then you can't adjust your payout schedule. in japan payouts are scheduled for fridays, but you can choose whether you are paid weekly or monthly by default, you get paid every day as soon as your funds are available to be paid out. if you want to get paid at regular intervals, then you can set up a weekly or monthly payout schedule. when you update your payout schedule, pending payouts are delayed until the next applicable payout date on your new schedule. if you select a recurring date for when you want to get paid, then the payout is scheduled for that day but your bank might take additional time to process the transfer if a payout is scheduled for a weekend or holiday, then it is paid out on the next business day. payouts scheduled between the 29th and 31st of the month are paid on the last day of the month for months with fewer than 29 to 31 days usually this is because there is an issue with the bank account that you have on file. when a payout fails, you get an email. you also get a notification on the home page in the shopify admin. until the issue with your bank account is resolved, a hold is placed on all your scheduled payouts on the payout page, there is an error message that explains why the payout failed, and what you can do to resolve the issue. if the payout failed due to a problem with your bank account details, then there will be a link that you can click to update them if you are unsure why the payout failed, then contact your bank to investigate the issue in most cases, after the issue is resolved, you can click retry payout on the payout page. if you retry the payout before the issue is resolved, then the payout fails again. some errors don't show retry payout. for example, if your bank account is closed, then the message suggests that you add a new bank account to resolve the issue. when the issue is resolved, your payout is retried automatically.;; |
items in a customers cart at the time that they abandoned the checkout are not saved abandoned checkout recovery is available only for the online store sales channel, the buy button sales channel, and the plus wholesale channel. abandoned checkouts on shopify pos or third party sales channels will not receive a checkout recovery email discount codes, exit offers, and security badges are some of the ways that you can keep customers from abandoning their carts you can review your abandoned checkouts to find patterns that might suggest why your customers aren't completing orders abandoned checkouts are saved in the shopify admin for three months. every monday, abandoned checkouts that are older than three months are removed from your admin from your shopify admin, go to orders you can export abandoned checkouts when you export your orders each time a customer tries to pay for their order, a payment event is noted in the history of the abandoned checkout. you can expand payment events for more details payment events can be helpful if a customer is trying to place an order and their payment fails. if a customer contacts you because their payment doesn't work at checkout, then you can view the details of the payment event, and use the information to help your customer if your customer successfully paid at checkout, then instead go to the order's timeline to view payment events from your shopify admin, go to orders abandoned checkouts you can manually email a customer a link to their abandoned cart so that they can complete their checkout if they choose automatic recovery emails aren't sent to customers if the line items in their abandoned checkout total 0 click the number of the checkout that you want to recover click send a cart recovery email the cart recovery link can be copy pasted into any email if you want to send a completely customized email yourself optional you can enter a custom message and click the box beside each email address you want to send a copy to review your email and click send notification, or click back to make any changes the recovery status on the abandoned checkout page will only update to show as recovered if the customer completes their order using that link you can automatically send an email to customers after they have abandoned their checkout. each email contains a link to the customer's abandoned cart, allowing them to complete their checkout if they choose. you can edit the email template by adding a logo or changing the color scheme a recovery email is not sent for an abandoned checkout in the following circumstances if you have configured your shop to automatically send recovery emails, the abandoned checkouts page will contain tooltips explaining why recovery emails were not delivered in the abandoned checkouts section, check automatically send abandoned checkout emails under send to, choose who you want to send a checkout recovery email to under send after, select the number of hours that shopify should wait before sending the abandoned checkout email why are these time intervals the only options? we reviewed how often people completed orders on their own after abandoning a checkout and found that customers are most likely to return and check out after one of these amounts of time, especially 1 hour later or 10 hours later. we chose these times to maximize the number of recovered checkouts for your store you can review the status of each abandoned order email by going to orders and then clicking abandoned checkouts. the status of each recovery email is found under the email status column. the status of the abandoned checkout can be found under recovery status after an email is sent, the checkout is considered recovered after the customer completes the order. a customer can either click the recovery link in the email or complete the checkout on their own a great way to entice customers to complete their checkout is to offer them a discount the abandoned checkouts emails report by shopify helps you better understand how effective those emails are at bringing your customers back to finish a transaction. it's available in the marketing section of shopify the report tells you how many sessions and completed orders have resulted from the reminder emails. you can also see information like conversion rates, total amount of sales, average order value, average number of products sold, and how many customers were first-time buyers the report shows data only from november 18, 2019 onwards.;; |
shopify's conversion summary gives an overview of a customer's previous visits and behavior leading up to a purchase from your store. the conversion summary appears on the order details page and includes an overview of you can also click view conversion details for additional conversion details for that customer the conversion summary on an order details page is specific to the customer who made that order. if you want to view conversion information for your store overall, then use the online store conversion report from your shopify admin, go to orders click an order number to view its information. on the order page, you'll see a section called conversion summary there are instances when the conversion summary details might be unavailable the following are possible reasons for an empty conversion summary summary details might take up to 48 hours to appear when viewing an order's conversion details, you can drill down to the visit details by clicking view full sessions next to the customer's activity the customer's visit details can include the session referral section provides a general overview of where your customer was referred from, which page they landed on, the date and time of their visit, and the referral code, if present if the order is a referral from a marketing campaign using a marketing app, then it will appear in this section want to increase traffic to your store? try using kit to run your ad campaigns for you utm parameters are tags that you can add to the end of a url that you can send to your customers for example, url?utmsourceemailcampaign . when a customer clicks the link, the tags are sent back to google analytics for tracking and reporting purposes some marketing apps come with pre-set parameters. if you're using google ads, then you can automatically add utm parameters to your urls or you can set custom parameters using a url builder.;; |
if you have a large number of orders, then you can sort them to make the list easier to search and manage when you hover your cursor over parts of the orders list, you can quickly view order details in pop-ups pop-ups are available for the following columns for example, you can click a customer's name for information like customer location, number of orders, and contact information the icons beside your order numbers also provide extra information. for example, you can tell if there are notes or comments on the order, or if the order is at high risk of fraud. hover your cursor over an icon to open the pop-up by default, your orders are listed from newest to oldest. you can also sort your orders by for example, if you sort your orders by total price low to high, then the order with the lowest total price is at the top of the list. if you sort your orders by total price high to low, then the order with the highest total price is at the top of the list from your shopify admin, go to orders to change how your orders are sorted, click sort from your shopify admin, you can use filters to change which orders are displayed, and perform bulk actions on multiple orders at once. you can also filter your orders using a custom search, and save it for faster results in the future you can do the following with order filters by default, all your orders are displayed in your orders list. you can change which orders are displayed by applying filters to your list for example, you can use the unfulfilled filter to view a list of all your store's unfulfilled orders. you can also combine filters to see orders that match multiple criteria. for example, you can combine the low risk and unpaid filters to view a list of your store's orders that are both low risk and unpaid you can use the following filters on your order list use the default and saved filters above your orders list to quickly click and filter your orders select a filter category or click more filters select filters from as many categories as you like. if you apply filters from more filters, then click done from the shopify app, go to orders all orders on the filters screen, tap to select each filter that you want to add to remove any filters from the filters screen, tap the x next to the filter name on the filters screen, tap to select filters you would like to add if your store has multiple locations, then you can filter your orders by location click the down arrow next to all locations select the appropriate location you can use the search bar to filter your orders with a custom term. a custom term can be used as a filter on its own, or in combination with filters in the existing categories. for example, you can filter your orders by searching for a customer name, product name, sku, order number, or country in the filter orders search bar, enter a custom term to refine your results further, you can use structured search operators. to learn about the different operators that you can use, refer to search syntax you can save combinations of filters as a new tab on the orders page. use saved tabs to view your filtered lists of orders again in the future you can only save your order filters using your shopify admin on your desktop computer after you filter your orders, click save filters enter a name for your new filters tab, and then click save click the name of the filter that you created to view your saved list of filtered orders the orders that appear in saved filters are updated automatically. for example, if you saved a filter for paid orders, then any orders that become paid are added to that group automatically you can sort and filter orders and then make changes to the orders using bulk actions for example, you might want to quickly capture funds for all orders that are pending payment. you can use bulk actions so that you don't have to open each order and manually capture funds you can only use bulk actions using your shopify admin on your desktop computer select the items that you want to edit depending on what you choose, you might need to confirm your choice you might want to produce a printed copy of an order for your own records, or to include in the box when you ship to a customer if you want to print from a mobile device or use customized invoices or packing slips, then you can download order printer from the shopify app store from the orders page, click the order number for the order that you want to print in the print options window, select your printer and settings and click print.;; |
you can export a comma-separated values csv spreadsheet of your orders from the orders page of your shopify admin to see a broad overview of your complete order information you can export orders along with their transaction histories or you can export only the transaction histories of your orders. the transaction histories that are included in your csv file include the captured payments data only. authorization data is not included in your exported transaction histories from the orders page, click export if you want to download all information about your orders, then click export orders. if you want to download your transaction information only, then click export transaction histories you'll have one of the following scenarios when you're trying to export orders the larger the export is, the longer it takes. for example, an export with fewer than 100,000 items might complete in under an hour, while an export with 400,000 items might take around 4 hours the following table describes the format of the csv file that will be created when you export orders in your order csv file, orders with multiple line items show their additional line items on separate lines. many of the fields are left blank to indicate that multiple items were purchased on the same order the following table describes the format of the csv file that will be created when you export transaction histories of your orders if you don't have a spreadsheet program, then you can edit csv files using a text editor you should only use a text editor as a last resort. for example, use a text editor if there are formatting errors in your csv file and you cannot open it in a spreadsheet program most computers have text editors that can open csv files. you can also use a program like atom or sublime text to edit and debug your csv file a csv file with utf-8 encoding is the only file format that can be used to import to or export from shopify to format your csv file in a text editor;; |
besides fulfilling orders and taking payment, you can tag open orders, add notes to them, review the order's timeline, or follow up with the customer from your shopify admin, go to orders the details of the order are displayed you can view the detailed history of each order in the order's timeline. you can also enter notes and comments in the timeline you can also do the following from the timeline click the order whose timeline you want to view on the order details page, scroll to the timeline section from the shopify app, tap orders tap the order whose timeline you want to view on the order details screen, scroll down to the timeline section for more information, refer to timeline all notes and comments are internal and are not visible to your customers when a customer pays for their order, the payment details are noted in the timeline as a payment event. you can expand payment events for more details. payment events can be helpful if you need to troubleshoot a failed payment capture or refund if your customer didn't complete the checkout, then instead go to the abandoned checkout history to view payment events for more details from the payment gateway, click information from the gateway if you are selling in multiple currencies, then your orders are displayed in your store currency in the admin. you can preview what the order looks like in your customer's currency in the payment section, click view order in customer's currency you can update information associated with an order from the orders page of shopify click the number of the order that you want to update. you can make the following changes click edit next to the customer information on the order screen after you're done, click save or apply changes an order's billing address, line items, or order total cannot be modified. if a customer changes their mind about their order, then you can fulfill only part of the order or partially refund it you can add a notes, comments, or special instructions to your order using timeline you can organize your orders beyond whether they're captured, paid, and fulfilled by adding tags. you can filter orders by tag, and then save a search for that tag so that you can quickly access those orders in the future enter the tag names separated by a comma. for example, urgent, reviewed, wholesale order tags are limited to 40 characters letters and numbers per tag to select from previously used tags, click view all tags. click the tags that you want to add, then click apply changes to apply them to the order if you've created an order tag in the past that exceeds 40 characters, then you can't add it again to another order from the orders screen, tap the order that you want to update. in the shipping address section, tap edit on the edit shipping address screen, make any necessary changes to the customer's shipping information. you can edit the following information from the order details screen, tap the... button on the add note screen, enter your order note, and then tap save the order details screen updates to show your note from the order details screen, tap add tag as you type, shopify suggests existing tags. if you see the tag that you want to use, then tap it when you've added your order tags, tap done from the orders screen, tap the number of the order that you want to update. in the shipping and billing address section, tap the pencil icon on the edit shipping details screen, make any necessary changes to the customer's information. when you're done, tap the check mark to save your changes from the order details screen, tap the button from the order note screen, enter your order note, and then tap the check mark to save and return to the order details screen shopify stores all your customers' contact information. you can add additional contact information by clicking edit in the contact section of the order page and entering the details. if you give customers the option of entering an email address or phone number at checkout, then you might only see the contact information that they chose to enter in the contact section. to contact a customer who chose to enter a phone number, call the number that they entered from the orders page, click the number of an order from the customer that you want to contact in the contact section, click the customer's email address in the contact customer dialog, enter the message that you want to send if you want to send a copy of your message to your own email address or the store owner's email, then click the box beside the address that you want to use for more information on setting your store's email, see changing your shopify email address review your email and then click send notification, or click back to make any changes tap an order from the customer that you want to contact on the order details screen, tap the customer's name to see their customer profile in the contact section, tap one of the icons to contact the customer by email, phone call, or text message from the orders page, click the number of the order in the timeline section, click resend email under the email that you want to send again in the resend order confirmation? dialog, click send you can track your store's orders using its rss feed you can find your store's orders feed on the adminfeed page in your shopify admin it requires authentication to be read you can use the shopify app to enable push notifications so that you receive an alert on your phone whenever an order is placed with your store as well as enabling notifications in the shopify app, you should make sure that notifications are enabled in the main settings of your device from the shopify app, tap store, and then tap settings under app settings, tap notifications under orders, tap the push notifications toggle button to enable the option if you enable push notifications for orders, then you can also enable the shopify app badge to see how many open orders you have from your iphone's home screen the shopify app badge shows the number of open orders for one store only. if you're logged in to more than one account with the shopify app, then the badge shows the number of open orders for the last account to have the option enabled under orders, make sure that push notifications are enabled enable the badge app icon option from the notifications screen, enable the orders option tap the check mark to save and return to the settings screen when your customers complete a checkout, they're given a url to the order status page, which is the final page of the checkout process they can track the status of their order on this page, and might contact you if they have questions about their order you can access the page that they see from your shopify admin learn more about the order status page use the search box to find your customer's order. you can search for the order if you have any of the following information click the order's number to view its details click the more actions menu, then click view order status page you are redirected to the same order status page that your customer can view.;; |
shopify shipping is available for orders shipped from fulfillment locations based in the united states, canada, and australia if you use shopify shipping, then you can buy shipping labels when you're fulfilling an order in shopify. if your fulfillment locations aren't based in the united states, canada, or australia, then use a shipping label app instead before you purchase labels, make sure your shopify account is set up for shopify shipping after you buy a label, you can print or void it from the order page to see more videos, visit our youtube channel buying shipping labels in australia buying shipping labels in canada buying shipping labels in the united states printing shopify shipping labels and customs forms changing and voiding shopify shipping labels;; |
if you're not using shopify payments and you want to accept credit cards, you can choose from over 100 credit card payment providers for your shopify store you can activate or change a payment provider from the payments page of your shopify admin if you need help setting up a third-party payment provider, then you can hire a shopify expert only the store owner can add a payment provider in the third-party providers section, click choose third-party provider you can have only one credit card payment provider enabled at a time. if you already have a provider enabled, then you can change your credit card payment provider select the provider that you want to use from the list enter your account credentials for the provider that you selected shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? only the store owner can change the payment provider the payment provider that you selected will now be active on your store we're no longer accepting new payment providers into shopify using activemerchant. the github project is still free and available to developers who want to use it with other projects.;; |
to enable shop pay, your store needs to use shopify payments shop pay is an accelerated checkout that lets customers save their email address, credit card, and shipping and billing information so that they can complete their transaction faster the next time they are directed to the shopify checkout. this can save your customers time when they check out, especially if they've already opted in to shop pay on any shopify store. if your store offers a local pickup or delivery option, then customers can choose the option during checkout with shop pay a customer must enter an email address at checkout in order to save this information. customers checking out using a phone number in the contact field won't be offered the remember me prompt to save their information. learn more about accelerated checkouts the customer's shipping and billing information is securely stored on shopify's pci compliant servers and is only shared with your store if an order is placed. if your customers have questions about how shop pay works, or how their data is stored, then you can send them to the shop pay help center page for every order purchased through shop pay, shopify offsets all delivery emissions only stores using shopify payments can use this feature. for a list of supported countries, refer to shopify payments requirements shop pay is available in the following languages when a customer is checking out, and they've entered their shipping, billing, and credit card information, they can save their information by entering their mobile phone number and opting in if your checkout does not require a shipping address, then your customers are not asked to opt in to shop pay the next time the customer goes to check out, they are taken to the order review page. when they click authorize purchase, they receive a unique 6-digit code in a text message. then, they are prompted to enter the code on the checkout page. after they enter the code, the order is processed if a customer returns to your store using the same device, they can check out without using an sms confirmation. during checkout, the customer is redirected to shop pay to verify their information before returning to checkout to complete the purchase. after customers opt in to shop pay and complete the sms verification, they can use their saved information on any shopify checkout that has the feature enabled. they don't need to verify themselves again. for stores that have access to the feature, some customers can pay in installments if a customer wants to change their shop pay account information, then they need to sign in to shop pay with their current registered email before they can update their information. customers can opt out of shop pay at any time. if your customer has any questions about using shop pay, then they can visit shop pay help in the shopify payments section, click manage in the accelerated checkouts section, check shop pay your customers can now use shop pay to check out on your store in the accelerated checkouts section, uncheck shop pay if you have questions about using shop pay, then visit the shop pay help center. if you need help with paying by installments with shop pay, then visit the shop pay installments help center.;; |
dynamic checkout buttons are an alternative to the add to cart button for single products. with dynamic checkout buttons, customers can skip the cart and go directly to the checkout. customers can choose to check out with shopify, or with another familiar accelerated checkout method. this helps to speed up the payment process and lets customers check out using a method that they're comfortable with dynamic checkout buttons are available on all current versions of the themes in the shopify theme store. if you're using an older version of a theme, then you can update your theme to use dynamic checkout buttons. if you don't want to update your theme, then you can edit your theme code the dynamic checkout button appears beside or below the add to cart button, depending on your theme and the customer's device. there are two different kinds of dynamic checkout buttons branded buttons show the logo for third-party accelerated checkout methods. if a customer clicks on a branded button for a third-party accelerated checkout method, such as apple pay, then they go to the checkout for that method with their information pre-populated. learn more about accelerated checkouts. the following third-party accelerated checkout methods are available each payment method has specific requirements before it appears as a branded button the kind of button that shows depends on the following factors if you use gift cards or discount codes in your store, then customers can still enter the codes at checkout there are a few cases where dynamic checkout buttons might not be suitable for your online store. before you show dynamic checkout buttons on your online store, consider their compatibility with the following features dynamic checkout buttons might conflict with certain apps if you use any of the following kinds of apps, then dynamic checkout buttons might not be compatible with your online store dynamic checkout buttons don't support cart attributes. cart attributes are custom form fields that you can use to collect additional information from your customers on the cart page examples of cart attributes include the following additions to the cart page if you rely on cart attributes, then dynamic checkout buttons aren't suitable for your online store before you show dynamic checkout buttons on your online store, consider the following details dynamic checkout buttons can only be used to buy a single variant of a product. however, if you show a quantity selector on the product page, then customers can buy more than one of that product. for example, a customer can use a dynamic checkout button to buy three baking cups in aqua, but not to buy one in aqua and one in purple. unless your online store receives many orders for one kind of product, then dynamic checkout buttons might not benefit your sales if you don't have a third-party accelerated checkout method enabled in your payment settings, then the unbranded version of the dynamic checkout button is the only version that will show the unbranded version of the dynamic checkout button shows buy it now text. if your add to cart button shows buy it now or other custom text, then this might confuse customers click the product pages or product section check show dynamic checkout button most themes include a setting to show dynamic checkout buttons on a featured product section click on an existing featured product section, or click add section to add a new featured product section enter your product details and check show dynamic checkout button uncheck show dynamic checkout button click on the featured product section because the kinds of dynamic checkout buttons that show on your theme depend on multiple factors, you can run a test so that you can see all of the combinations. before you test dynamic checkout buttons on your theme, make sure that the buttons are showing to test the button on a product page, go to a product page. to test the button on a featured product section, stay on the home page in your browser's address bar, add one of the following strings to the end of the current url press enter to reload the page. depending on the string that you added to the url, you see either a branded or an unbranded dynamic checkout button repeat with the other strings to see the different types of dynamic checkout buttons if you want to show dynamic checkout buttons for some products but not for others, then you can create an alternate template. an alternate template is a duplicate theme code template that you can edit without affecting the original. by using an alternate product template, you can show dynamic checkout buttons for products that use one template and hide them for products that use the other to learn about creating an alternate product template, see create alternate templates after you create an alternate product template and assign it to a product, you can show or hide dynamic checkout buttons for that product find the theme for which you created an alternate template, and then click customize in the theme editor, go to the product page for a product to which you've assigned the alternate template to show a dynamic checkout button for products that use the alternate template, check show dynamic checkout button. to hide a dynamic checkout button for products that use the alternate template, uncheck show dynamic checkout button the changes are applied to any product that uses the alternate template.;; |
duties are costs associated with buying a product that's shipped from a different country. when international customers buy a product on your store, their country can charge them duties on the shipment some shipping carriers offer you the option to pay duties, so that your customers don't have to pay anything at delivery. if you pay duties, then you can plan for that cost as a part of your product pricing or collect the fees at checkout duties can be paid by customers on delivery. if your customers might have to pay any duties, then make sure that you tell them ahead of time. otherwise, customers might refuse to pay the unexpected costs and your shipments might be returned you can add country or region of origin and harmonized system hs codes to your products from your shopify admin. learn more about hs codes from the world customs organization duties are import tariffs charged by the receiving country's customs agency. the duty rate is calculated based on a few factors other fees can be added to the duties estimate that a third-party app provides to show a duties estimate to international customers in your checkout, you need to edit your product details to include the country or region of origin and the hs code. you can also add hs code and country or region of origin to your products using the bulk editor or import them with a csv file from your shopify admin, go to products all products click the name of the product that you want to change in the customs information section, change the product details from the shopify app, go to products all products from the all products screen, tap the product that you want to change tap back, and then tap the check mark to save after you add region of origin and hs codes, then you can decide how to estimate your costs and add a charge for duties and import taxes during checkout you can show an estimate of the cost of duties and import taxes for an order at checkout by using a third-party app from the shopify app store. these apps use the product details, such as the country or region of origin and hs code for a product, to calculate duties and import taxes. third-party apps might charge additional recurring or transaction fees this feature is in closed beta and available only to certain merchants with stores on the shopify plus plan you can collect duties and import taxes at checkout if your store meets the following requirements;; |
shopify requires an up-to-date web browser to make sure that you can use all of shopify's features. shopify currently supports the latest two versions of all browsers, unless otherwise noted for best results, use shopify in the latest version of google chrome browsers supported by shopify include if you try to view shopify and you get a message to update your browser, then update your browser by following the prompts on the screen. if you have updated your browser but you still see the message, then clear the cache on your browser the steps to clear your cache vary depending on your browser. for more information, refer to how to clear cookies in chrome, firefox, safari, and other browsers to see more videos, visit our youtube channel.;; |
when you buy a domain through shopify, your domain is automatically configured to work with your primary domain. by default, your primary domain has the format url when you sign up for shopify. if you want to change the domain that's displayed to customers while they browse your online store, then you can add a custom url, such as url. you can add a custom domain to shopify in two ways you can add up to 10 domains or subdomains to your shopify store, in addition to your url url. if your store is on the shopify plus plan, then you can add up to 1,000 domains or subdomains. when you add your custom domain to shopify, a new ssl certificate is created automatically if you need help setting up a custom domain for your shopify store, then you can hire a shopify expert;; |
if you already own a domain from a third-party provider, such as godaddy or bluehost, you can use it for your shopify online store so people who type your url into their browsers end up on your site. you can use your third-party domain for your shopify store by transferring it to shopify or by connecting it to shopify transfer your domain to shopify - the first way to point your custom domain at your shopify store is to transfer your domain. most domains can be transferred to shopify. when you transfer a domain, management of the domain moves to shopify, meaning you adjust your domain settings, pay for your domain, and renew your domain directly in your shopify admin. if you want to use your third-party domain with shopify in this way, then refer to transferring domains connect your domain to shopify - connecting your third-party domain to shopify points your domain name at your shopify store. you still use the third-party domain provider to manage your domain settings, pay for your domain, and renew it. if you want to connect your domain to shopify in this way, then refer to connecting existing domains learn more about how domains can affect your sender email address and shopify email.;; |
if you want to buy a new domain for your shopify store, then you can buy a domain through shopify to simplify the setup process. when you buy a custom domain through shopify, your domain settings are automatically configured for you custom domains purchased through shopify start at 11 usd per year. the exact pricing depends on which top-level domain tld extension you choose, such as.com,.org, or.net. you can check the price and availability of your domain by using shopify's domain name generator custom domains purchased through shopify are registered for one year, and can be renewed annually. if you close your store or leave shopify, then you can choose one of the following options domain purchases are non-refundable you will need to use a third-party email hosting service with email forwarding from shopify. shopify does not provide email hosting services, but does provide unlimited email forwarding accounts to see more videos, visit our youtube channel to buy a domain from shopify, follow these steps whois is a service you can use to look up information about the owner of a domain name. whois privacy is a service that hides your domain information from a whois lookup. whois privacy keeps your personal contact information hidden from the public the following top-level domains don't include whois privacy when you purchase a domain through shopify after you purchase your domain, you can;; |
this checklist outlines the main steps to start shipping products from your store. you might find it helpful to print this checklist or to download it as a pdf so that you can easily reference it throughout the setup process if you're an established business in the us or canada and want fulfillment centers to ship your orders on your behalf, then check if the shopify fulfillment network is right for your business to start shipping, complete the following tasks set up your shipping rates and methods when deciding what to charge buyers for shipping, you need to consider the following options unexpected costs at the checkout are the main reason why buyers don't complete purchases. the most common unexpected costs are for shipping. make your shipping costs clear on your home or product page to avoid surprises at the checkout shipping costs are calculated based on the weight and dimensions of your shipment to calculate accurate shipping costs, add weights to all of the products that you will be shipping. if you're unsure how much your products weigh, then learn about common product weights or order a scale save your preferred package types on the shipping settings page of your shopify admin. you can select envelopes, boxes, or carrier-specific packaging like usps flat rate packaging many carriers offer free packaging to use with specific shipping services. although there is no cost for the packaging, you might need to create a free account with the carrier so that they can send the packaging to you. the following shopify shipping carriers offer free packaging if a customer pays for shipping, whether for the exact cost or flat rate, then you will receive the payment along with the rest of the funds for their order. when you print shipping labels through shopify, you will be charged the cost of the label on your shopify bill when you receive an order you can buy and print usps, ups, dhl express, and canada post shipping labels from shopify to ship your order. depending on your shopify subscription plan, you will save up to 60 on shipping as compared to retail rates labels can be printed using a standard desktop printer or with a supported thermal label printer;; |
before you start selling through your shopify pos app, you need to choose the shopify subscription plan that is best suited for your business, purchase and connect any pos hardware that you need, and set up your pos app to accept payments. you can use shopify pos's basic features on every shopify subscription plan at no extra cost. if you want extra retail features, then you need to use shopify pos pro if you need help setting up shopify pos, then you can hire a shopify expert choosing your pos app subscription change the default language in shopify pos organize your home screen by adding tiles setting up auto-lock for your ipad choosing the display mode for shopify pos the all-new shopify pos is not currently available on android devices to see more videos, visit our youtube channel shopify offers two pos app subscriptions to fit your retail needs. for more information on pricing, refer to pos features. to compare the features offered between shopify pos lite and shopify pos pro, refer to the following table;; |
you can cancel, archive, and delete orders. canceling an order means that you're stopping an order that's in process. archiving an order means that you are flagging an order that is done so that you can filter it from your open orders list. deleting an order means that you are removing it from your shopify admin if an order is fraudulent, a customer requests a cancellation, or an item was ordered and isn't available, then you might need to cancel an order you can only cancel orders in the following situations if you cancel an order that's fulfilled, then you need to cancel any fulfillments manually. canceling a fulfillment in shopify doesn't stop a fulfillment that's in progress if you've collected payment for the order, then a full refund is issued when the order is canceled. you can't issue a partial refund with an order cancellation credit card transaction fees aren't returned to you when you issue a refund after you cancel an order, the details about what items are restocked and refunded is stored in the order's timeline when you cancel an order, the payment status changes to either refunded or voided. if a payment hasn't been captured, then the payment status is voided. if the payment has been captured, then the payment status is refunded. if you partially refund an order with a captured payment, then the status is partially refunded from your shopify admin, go to orders click the order that you want to cancel click more actions cancel order if payment was captured, then then details about the refund are displayed if you don't want the refunded items to be restocked in your inventory, then uncheck restock items select the reason for cancellation from the drop-down menu if you don't want to notify your customer of the cancellation, then uncheck send a notification to the customer when you fulfill an order, you can archive it to remove it from the list of open orders. archiving lets you keep track of open orders that have not yet been completed, and to make sure that you have an accurate count of open orders in shopify. archiving an order is not the same as canceling an order. when you archive an order, you don't delete it. you remove it from the open orders list to see a complete list of your archived orders, you can apply a filter to your orders list you can enable automatically archive the order in the order processing section of the checkout settings in your shopify admin if you want all orders to be automatically archived from the orders page, click the number of the order that you want to archive click more actions, and then click archive orders from the shopify app, tap orders tap the order that you want archive your order is now displayed as archived you can also perform a bulk action to archive or unarchive multiple orders deleted orders are removed from your shopify admin and are no longer tracked in reports. only the following types of order can be deleted before you can delete an order, it must be archived or canceled. orders where payment has been processed through shopify pos or your online checkout can be archived, but not deleted click an archived or canceled order click delete this order at the bottom of the page.;; |
your store comes with email templates that you can customize with your logo and brand accent color. you can choose to have email notifications sent to you, your staff, or your customers, depending on the setting for your order notifications your store also includes sms notifications for order confirmation and shipping updates. to learn more about how to enable and configure these updates, see sms notifications you can view and update your store's notification settings from the notifications settings page in your shopify admin if your customers or staff aren't receiving email notifications, then tell them to check their spam or junk folder. if the problem persists, ask them to supply an alternate email address using a different email provider your store's customer email notifications are supported by all major email clients, including;; |
if you are a customer of a shopify-hosted store, and you need help with an order that you placed in that store, then you need to contact the store directly. when you place an order at a store that uses shopify, you're ordering directly from that business. stores are responsible for their store policies, business practices, and the products that you buy in most cases, you can contact a store using the following methods an order confirmation email might also have store contact details or tracking information for the order. if you use the shop mobile app, then you can contact shopify stores from within the app according to shopify's privacy policy, shopify has a commitment to the merchants that use our platform to keep their private information confidential. therefore, we can't independently share information about them or their business without their consent unless you provide a legal request for information , including whether or not a store is using shopify services if you have questions about using shop pay, then visit the shop pay help center. if you need help with paying by installments with shop pay, then visit the affirm help center if you are a store owner or staff, and you need information about an order placed with the shopify hardware store, then contact shopify support shopify is a commerce platform that provides the tools for businesses to set up an online store and sell products and services on their own website, at physical retail locations, through third-party marketplaces, and elsewhere. shopify doesn't sell products directly to consumers, although shopify offers hardware to help merchants sell in retail stores through the shopify hardware store. customers buy products from stores that use shopify software at shopify, our mission is to make commerce better for everyone, and that includes buyers visiting stores that use shopify. we take steps to make sure that you have a positive experience when you shop at stores that use our platform trust is the foundation of online shopping. when you buy a product online, you want to know that you're going to get what you pay for. to make sure that your online shopping experiences with stores on our platform are positive, you can do the following for stores that use shopify, merchants are responsible for their store policies, business practices, and the products that you buy. if you're wondering where your order is, or you have questions about a product, then you should contact the store where you placed the order. you can also try tracking your package when you have a tracking number for it. if you use the shop mobile app, then you can use it to track online orders, and you can contact shopify stores from within the app if you have tried to resolve an issue with a store, but it hasn't worked, then after 30 days you can contact shopify support. make sure that you click get support as a customer of a shopify store to be directed to the correct form. shopify can't provide information about a resulting investigation, but we might contact you for more information, and we make sure the store owner is informed about the issue according to shopify's terms of service, store owners are responsible for their store policies and business practices. customers might find a store's policies on a store page or checkout page, or they can contact the store to ask about their policies you can also try tracking your package, if you have a tracking number for it. make sure that you understand the store's policies. according to shopify's terms of service, store owners are responsible for their store policies and business practices if you have tried to resolve an issue with a store but it hasn't worked, then after 30 days you can contact shopify support. due to privacy, shopify can't provide information about an investigation. however, the store owner is informed about the issue. shopify might contact you to gather more information, but won't provide investigation results you can also review our privacy policy, cookie policy, help center topic for gdpr, and gdpr whitepaper if you use any of shopify's customer-facing services such as shop pay, frenzy, or shop, or you've subscribed to the shopify newsletter, and would like to exercise your gdpr rights obtain a copy of your personal data, request that your personal data be deleted, correct your data, or take your data to another platform, then you can email us at email shopify provides stores with the tools to be gdpr compliant, but each merchant is responsible for making sure that their store meets the requirements of the gdpr. you can review a store's privacy policy for their data collection and management processes if you are a customer of a store and would like to exercise your gdpr rights obtain a copy of your personal data, request that your personal data be deleted, correct your data, or take your data to another platform, then you need to make a gdpr request directly to the store.;; |
fraud protect is available for merchants in the united states fraud protect for shopify payments protects eligible businesses against fraudulent chargebacks, making it easier to quickly and confidently fulfill orders. after fraud protect is activated, online orders processed through shopify payments are analyzed and classified as either protected or not protected. you pay a fee on each protected order, and shopify guarantees the payment. you don't have to do anything if there's a fraudulent chargeback on a protected order. shopify reimburses you the chargeback amount and handles the chargeback process for you only businesses that meet certain criteria are eligible for fraud protect. for example, your business must be based in the united states and must use shopify payments. if you see a fraud protect section on the shopify payments page in your shopify admin, then you are eligible for fraud protect only online orders processed through shopify payments are eligible for protection through fraud protect. orders that are not eligible - such as paypal or point of sale orders - continue to be processed in the same way they were before you set up fraud protect if you edit an order after it's been protected by fraud protect, then the order is evaluated again. in some cases, an edit to an order that requires an additional payment from the customer can cause an order's fraud protection status to change to partially protected if any part of the new order isn't protected fraud protect covers the value of the items contained in protected orders at the time the order is placed. if your business is eligible, then you can set up fraud protect from your shopify admin you can confirm that fraud protect is set up by checking the shopify payments page in your shopify admin at any time after you set up fraud protect, you can deactivate it at any time all protected orders placed while fraud protect was active continue to be protected even after you deactivate fraud protect. you continue to see the protection status filter on your orders page, to help you find orders that were protected when the feature was active;; |
while too many sales is often referred to as the best problem to have, it is still something a business needs to manage to keep their customers happy there are many solutions to this problem, but only some will apply to your situation. review the strategies below to check if any make sense for your business limiting the amount of sales that you allow in a day helps keep your orders to a manageable level. this can also make your products feel more exclusive, which can help with marketing and branding another solution is to limit the amount of products a customer can order in one cart however, limiting orders can also cause customer frustration. if you limit your orders in any way, then make sure that the limit is clear to your customers, they understand why they can't place an order, and you provide steps on how they might be able to place one in the future. you can let customers know about the limit through a banner on your homepage, a paragraph on your product pages, or a page on your website that you can add to your store's menus choose from one of the following solutions to limit orders after you receive a certain amount of orders in a day, you can remove the add to cart button on your store. this requires changing your theme's code. if you aren't comfortable making changes to code, then contact your theme developer or a third-party developer and request that they add an option in your theme settings to toggle the add to cart button make sure to add the button back at the start of your next day, or whenever you are ready to take more orders after you receive a certain amount of orders in a day, you can prevent customers from placing orders for physical products by removing their ability to choose shipping rates. if a customer can't choose a shipping rate, then they can't place an order an additional way to let customers know about this limitation is to change your theme's error message when no available shipping rates are available in your checkout some apps and sales channels require specific shipping settings. before changing your shipping rates, make sure that removing your rates won't break your connections to your apps and sales channels from your shopify admin, go to settings shipping and delivery for each shipping profile, including your general shipping rates, remove the rates in each shipping zone optional adjust your theme's error message when no shipping rates are available make sure you add your shipping rates back at the start of your next day, or whenever you are ready to take more orders when you remove your shipping zones, let customers know that you are no longer taking sales for the day. consider adding a banner to your website so customers know not to try placing an order for the rest of the day if you know how much of each products' inventory you can manage each day, then you can set your inventory each morning to that amount. if you also set your products to not allow overselling, then customers can't place orders after the inventory runs out when your inventory runs out for a product, customers can't place any more orders for those products. to help customers know when your products become available again, consider installing an app that lets customers opt in to receive an email when you add inventory back to those products. to browse available apps, refer to the shopify app store after you receive a certain amount of orders in a day, you can prevent customers from placing orders by removing the inventory for each of your products for this method to work, make sure that you don't have any settings in your theme, conditions in your collections, or apps in your store that hide out-of-stock products. if you hide out-of-stock products and set your inventory levels to zero, then customers won't see any products on your website. you also need to make sure your product settings prevent customers from purchasing out-of-stock products some apps and sales channels require specific inventory settings. before changing your inventory policies and amounts, make sure that it won't break your connections to your apps and sales channels when you want to restore the original inventory, upload the original csv file that you downloaded if you remove your inventory, then consider installing an app that lets customers opt in to receive an email when you add inventory back to the product. a cart maximum app can help limit the amount of products a customer can add to their cart in one order an increase in orders often leads to an increase in support requests. using a customer service platform where you can build template emails, or macros, can help you manage your support effectively. being proactive in answering potential support questions in an faq on your website is also a good way to manage your support requests. faqs help customers get answers quickly, and gives you a url to provide during support interactions where customers can learn more information there are many customer service platforms available, and some can be found in the shopify app store. these integrate directly with shopify and can be an effect way to manage your support requests create templates for common questions, such as shipping updates, refund requests, or product queries. set up an automated reply that contains expected response times and instructions on what to do if a customer don't hear back within that timeframe add a title, and fill out the content of the page using heading 2 or heading 3 formatting for the questions in your faq page helps people using screen readers navigate your content more easily to add the faq page to your website's menu, refer to add a menu item apps can help you build extensive faq pages with unique features, such as search functionality and tabbed layouts. if you want to use an app to create an faq page, then visit the shopify app store make sure you let customers know when they can expect their orders to arrive. setting the correct expectations can reduce the amount of support requests that you receive, increase trust in your brand, and help customers feel secure in placing orders from your business you can add a banner to your website, create a new page, or add a shipping policy to your online store so that customers can find your shipping information if you find that packing and shipping your orders is causing the biggest delays, then consider working with a local warehouse. you can add them as a custom fulfillment service so that they receive your orders through email, and can package and ship your orders on your behalf if you sell in the united states, then consider applying for the shopify fulfillment network if you are in canada or the united states, then you can use shopify shipping to print shipping labels at home and request the shipping carrier to come pick up your shipments when they're ready to be mailed out. this can save you time driving to and from the post office, and provides cheaper shipping rates than those at the post office. for more information, refer to managing shipping entirely from your home or business hiring new employees to perform certain tasks for your business can save you time in your day, and combined with the expertise that new staff often bring to the table, this can more than offset the payroll costs. for example, if packaging your products takes four hours out of your day, consider how many new orders you could process and accept if you freed up those four hours when running an online store, many jobs can be done remotely. marketing, website design, customer support, and website management can be done from anywhere, letting you hire people from around the globe you can add staff to your shopify store, and use staff permissions to give them access only to the areas of the admin that they need to start, consider looking for freelance workers so that you can explore what benefits they might bring to your business.;; |
each shopify pricing plan offers a variety of features. there is no one specific plan that works for every business, but you can use this guide to help you decide what plan works for you to see more videos, visit our youtube channel if you have a retail store and need hardware for example, a cash register, a barcode scanner, a receipt printer, then make sure you look at shopify for retail the shopify plans listed on the pricing and plans page include you are not restricted on the number of products you can sell in your shopify store you will not be charged based on how many online visitors go through your store or how many files or photos you upload with shopify point of sale pos, you can sell in a physical store or pop-up setting. shopify pos is an app for ios and android that lets you process orders and take payments in person. you can manage all aspects of your store from your shopify admin, which you can access using any browser to help you reduce the impact of recent events on your store, gift cards are temporarily available to sell on all shopify subscription plans. for more information, refer to frequently asked questions about gift cards. to add gift cards to your store, refer to adding or updating gift card products gift cards are a great way to expand your current customer base and attract new customers unlike discount codes, customers can use gift cards on more than one visit to your store. with flexible price denominations, this feature lets you create beautiful, customized gift cards for your customers to purchase for their friends and family you can use shopify to sell online using a variety of sales channels. each sales channel connects to shopify, so you can easily keep track of your products, orders, and customers across all platforms when you use shopify payments, you automatically get a built-in fraud analysis feature. this feature flags orders that are potentially fraudulent and brings them to your attention. resolving these issues quickly can help you avoid chargebacks and losses you can create new orders and enter payment details right from your shopify admin. for example, you can manually create an order that you took over the phone then email your customer a receipt with the full order details offering discount codes can help build your customer base as well as give your existing customers an incentive to shop in your store abandoned checkout recovery acr sends automatic emails to customers who leave your store without completing the checkout process customers abandon their orders for a variety of reasons they might be confused or unsure about something at checkout, their credit card might be declined, or they might decide to look for a product somewhere else with acr, you can customize the email sent to customers who leave your store. you can even include discount codes to target customers who left before checking out, which can encourage them to come back. if you have a store with a high volume of traffic, then it is worth investing in acr to reduce the number of lost orders staff logins allow your staff to complete basic admin tasks while restricting their access to sensitive information. staff logins also let you check which updates and changes made by each staff in your store's timeline when you sign up for a shopify store, you automatically have an account for yourself with a username and a password. depending on the plan that you choose, you can create additional logins for your staff if you are using shopify pos and your store is on the shopify plan or higher, then you can create pos pins for your staff. there is no limit to the number of pos pins that you can create all plan levels offer the overview dashboard, which highlights key analytics, including sales, orders, and online store visitor data you can view key financial information about your business using your finance reports. you can use the finances summary to see an overview of your sales, payments, and pending sales data. you can also view full finance reports to see more detail if you have questions about your store or need help setting something up, then you can contact shopify's support team by phone, email, or chat at this time, our 247 live chat and phone support are available in english only. we offer 247 email support in the following languages shopify offers 247 email and english live chat support on all shopify plans. if your store is on the basic shopify plan or higher, then you also receive 247 english phone support the shopify lite plan is for anyone who wants to sell products without maintaining an online store. if you want to embed a buy button on your personal website or blog, then you can do so with this plan if you want to sell your products in person for example at a farmers' market, a trade show, or a pop-up store then you can do so on the shopify lite plan by using the shopify point of sale app and a card reader the shopify lite plan comes with shopify's standard features for the point of sale and buy button sales channels, the overview dashboard, and the finances report. shopify lite doesn't include the online store sales channel the basic shopify plan offers all the tools you need to run your business if your store is on the basic shopify plan or higher, then you can create and customize an online store to showcase your products. you can manage all your products, orders, and customer information from your shopify admin with shopify's built-in theme editor, you can make basic changes to your online store's fonts, colors, and page layouts without having to work extensively with code. if you want to do more advanced edits to give your store a unique look and feel, then you can follow one of the theme editing tutorials on your own, or you can hire a shopify expert to help you. you can add up to 20 themes on your shopify account. by adding multiple themes, you can try out any new themes, keep seasonal versions of your published theme, or test changes to a copy of your published theme your online store also comes with a built-in blogging engine, which you can use to publish articles, update your customers about events and promotions, and get comments and feedback from your customers an ssl certificate is a security protocol that creates a safe connection between a server and a browser to keep your and your customers' information secure with shopify, you can activate ssl certificates to encrypt your online store's content and publish it securely using instead of this displays the ssl padlock icon beside your online store's url in the address bar as well as finance reports, if your store is on the basic shopify plan, then you can access your store's acquisition reports, several behavior reports, and a marketing report. these reports can give you insight into your online store traffic to help you expand your business the shopify plan contains all the features of the basic shopify plan and gives you greater insight into your sales trends with built-in professional reports. this kind of information can give you a better understanding of your customers' behavior when they look through your store to learn how they interact with your products if your sales are increasing, then you can also benefit from the lower credit card rates and transaction fees offered on this plan professional reports provide you with valuable sales information in your shopify admin you can use shopify's professional reports to look at sales of specific items to organize your online store based on customer buying trends. you can also track product sales based on the time of year to plan and prepare for marketing campaigns. you can even run reports to see how much sales tax is collected to make your tax filing process more efficient you can use customer reports to gather valuable data on how your customers are using your store, or purchasing your products the advanced shopify plan contains all the features of the shopify plan and has the lowest credit card rates and transaction fees. it is great for merchants who want to accommodate the growth of their business and use analytics to look for opportunities to move it forward along with shopify's professional reports, the advanced shopify plan lets you create custom reports you can customize default reports and create unique reports from scratch the advanced features let you track sales by referral sources such as google ads. for example, if you are paying for google ads or another referral service, then you can create a report that tracks the sales of your products based on the referral service. this can help you to analyze and refine your marketing strategy along with the customer reports that are included with the shopify plan, with the advanced shopify plan you can access reports on your at-risk and loyal customers calculated shipping lets you integrate with a third-party shipping service to provide your customers with up-to-date shipping rates at the time that they place an order in your store. your customers can also choose from various shipping options standard, express, and one-day you can build more trust with your customers by providing them with accurate shipping rates as soon as they place an order without having to worry about overcharging them or having to cover losses that result from giving estimated or rounded shipping rates if you are a merchant in the us, then you can combine this feature with shopify shipping to get discounted rates with usps.;; |
shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? by default, shopify sends you an email whenever a payout is sent to your bank account. the email includes the amount paid and a link to the payout in your store, so you can review the included order and customer details. you can turn these emails on or off in your shopify payments settings shopify payments can do enhanced fraud analysis checks to let you know if an order is potentially fraudulent. shopify payments has two fraud filters that you can choose to enable, avs and cvv address verification system avs - avs compares the numeric part of the customer's billing address and zip code or postal code to the information on file with the credit card issuer. this helps reduce a significant amount of fraud, because unauthorized users often don't have the correct billing address card verification value cvv - the cvv is a 3-digit or 4-digit number on the back of the customer's credit card. credit card companies prohibit the storage of the cvv code, so asking for the cvv is a way of ensuring that a customer has the card physically in their possession. credit card information stolen from a merchant database is also less useable, because it shouldn't contain cvv information not all banks support avs and cvv security checks. when it's enabled, avs and cvv fraud filters apply only to orders where the customer's card-issuing bank supports these checks. if a bank doesn't support avs or cvv security checks, then the order is processed, but the security check isn't flagged as a risk indicator in the risk analysis tool if you change banks or if your bank account details change, then you can update the information in your shopify payments settings. you need to verify your old bank account information to edit banking information you can't use prepaid bank cards as bank account credentials to receive payouts from shopify payments for your security, only the store owner can edit your store's shopify payments banking information enter your old bank account information and your new bank account information, then click save if you are adding a japanese bank account, then you need to use kanji full width characters you can change the statement that appears on your customer's credit card bill when they make a purchase on your store. you must add your phone number so that customers can call you if there is a problem. you can also add the name of your store, so that your customers know what the credit card charge was for when you set up shopify payments, you need to enter your tax details. all businesses need to submit a tax id. if you are a sole proprietor and don't have a tax id, then you can submit your social insurance number sin or the last four digits of your social security number ssn instead if the tax id that you submit is not valid, then you have to update it. when you're required to update your tax details, you receive an email from shopify and a notification appears on the home page of your shopify admin as of june 24, 2019, you need to contact shopify support to update your tax details as a merchant, you are required to abide by all applicable regulations, including tax reporting. depending on your jurisdiction, shopify payments might also be required to report your sales to the local tax authorities the united states, australia, and europe have unique tax reporting requirements in the united states you are required to submit a 1099-k form to the irs if you meet either of the following criteria this form is generated by shopify payments and provided both to you and to the irs on an annual basis. only store owners can access information relating to the 1099-k form the form that you receive from shopify only accounts for transactions that have been processed by shopify payments. transactions that have been processed by other gateways, such as paypal, are accounted for on a separate form provided by that gateway store owners can download a copy of the 1099-k in the payments section of the shopify admin learn more about the 1099-k form on the official website of the irs. if you need to refer to a list of transactions that will be accounted for in your 1099-k form, then store owners can download them in csv format in australia, you need to file the amount of gst paid on transaction fees with the government. to get this information, you can either download a generated invoice, or export a file with your transaction information you can download monthly invoices to submit with your tax claim. each invoice includes the total gst paid on transaction fees for all orders made in your store that month. this feature uses the utc time zone, which might be different from your store's time zone. if you want a report that uses your store's time zone, then you can export a list of your store's transactions as a csv file. the documents section is available only to the store owner. staff can't access this section even if they've been granted all available permissions the invoice for each month is generated on the 5th of the following month. for example, the invoice for june is generated on july 5th. if you had no transactions with shopify payments for a certain month, then no invoice is generated for that month you can now submit this invoice with your tax claims you can export a list of your store's transactions as a csv file. the csv file includes a gst column for australian merchants in singapore, you need to file the amount of gst paid on transaction fees with the government. the csv file includes a gst column for singapore merchants shopify payments fees do not include value-added tax vat for stores in europe with the exception of ireland. you may need to account for vat at the local applicable tax rate on your vat return. for stores in ireland, 23 vat is charged in addition to the shopify payments fees each invoice includes the total vat paid on transaction fees for all orders made in your store that month. if you want a report that uses your store's time zone, then you can export a list of your store's transactions as a csv file the csv file includes a vat column for european merchants at any time, shopify and its banking partners might ask you to verify your identity. in most cases, this requires you to submit a picture of a piece of government-issued photo identification, along with any required supporting business documentation if any verification is required for your business, then the account owner can upload the required documents from a banner that appears in your shopify home page. during verification, your payouts might be placed on hold until your identity is verified, but usually your store remains open and customers can usually still buy your products.;; |
the order status page is the final page of your store's checkout. the order status page lets your customers customize the order status page; |
after your customer places an order, you need to prepare and deliver the items in it. this process is referred to as order fulfillment the fulfillment process usually includes the following to learn how to set up fulfillment in your store, read setting up fulfillment if you're fulfilling an order, then follow the instructions in fulfilling orders.;; |
when a customer buys something from your online store or any other sales channel, it appears as a new order in the orders page of shopify when you receive an online order an abandoned checkout is created if an order was not completed, but the customer reached checkout when you make a sale in person by using shopify pos every online order goes through 3 stages. at each stage, a different action is required in shopify. you can set up shopify to perform these actions automatically, or you can do them manually depending on your own business needs, you can automate some or all your order processing at each stage if you are selling digital products or using a fulfillment service, then you might want to automate your order processing by turning on the following automations;; |
if you have a customized checkout, then you need to upgrade your checkout so that customizations work after order editing functionality is added to your store after an order is paid, you can edit it by adding items, removing items, and adjusting item quantities edit an order if a customer wants to change an item or if you need to add or remove an item. for example, a customer might want to change the size or color of an item on their order you can edit an order only if it was placed less than 60 days ago. you need to also be the store owner or have the edit orders permission. learn more about staff permissions the total cost of an order is updated as the order is edited. if the cost of the order changes, then you need to charge or refund your customer the cost difference orders that have in-store pickup as the shipping method can't be edited before you start editing orders, learn more about the possible impacts and decide if you want to edit orders in your store. editing orders can affect the following areas in your store you can create test orders to see if editing orders works with your store some apps might not recognize order edits. after you edit an order, the data in your apps might be incorrect order editing is more likely to affect fulfillment apps. for example, if you edit an order to remove an item, then your fulfillment app might not remove the item. you can accidentally ship an item that was removed from the order and not paid for you can check with the app's developer to verify if the app needs to be updated app developers can learn more from editing orders using graphql some discounts aren't recalculated after you edit an order. to make sure your customer is paying the correct amount, check the total carefully on orders with discounts the following discount types are recalculated when an order is edited percentage discounts that apply to the entire order these discounts are recalculated when you add new items or change item quantities discount codes for a fixed amount that apply to specific products or collections these discounts are recalculated when you adjust the quantity of an item that already has the discount applied. this type of discount is recalculated only if the discount code can be used more than once per order shipping methods and rates are not recalculated when you edit an order. if you swap or add items to an order and the weight or dimensions of the order increases, then you might need to charge more for shipping contact your fulfillment services to check if you can edit items that are fulfilled by them if your fulfillment services don't work with order edits, then editing an item can cause missed or incomplete orders if your fulfillment services do work with order edits, then new items or new quantities added to an order become new items to fulfill. items that are removed from an order are no longer fulfillable items if you collect payment from a customer after an order is edited, then the order's fraud analysis indicators and fraud protection status can change if you need to collect payment from your customer after you edit an order, then your customer won't have accelerated checkouts available through the new checkout. this affects checkouts like apple pay if you sell in multiple currencies and an order is placed in a currency other than your store currency, then you can't edit it editing orders impacts apps and processes in your store. read deciding to edit orders before editing orders in your store the edits you can make to an order depend on the fulfillment status of the items. if an item is fulfilled, then you can't remove the item or adjust the quantity, but you can edit unfulfilled items and add products to the order if you want to swap items, then you need to remove the unwanted item and add a new item if you add items to an order, then you can email an invoice to your customer with a link to the checkout page, or you can accept payment for the order an order for local pickup can be edited either before or after you prepare that order. you can only edit local pickup orders in your shopify admin or on shopify mobile, not the pos app after you edit an order, you need to review and update the order order edits aren't saved until you update the order from your shopify admin, go to orders click the order that you want to edit in the add product section, enter the name of the product that you want to add to the order, or click browse to view a list of your store's products and collections. you can also create a custom item for the order by clicking add custom item select the individual products or variants that you want to add to the order you can't add a product variant that's already on the order. instead, edit the item quantity of the variant that's already on the order optional add a note about the edit under reason for edit. this note isn't seen by your customer after you finish editing the order, review and update the order under the item that you want to remove, click remove item optional if you don't want to return the item to inventory, then uncheck restock item. items that you remove are automatically restocked to their original location under the item that you want to edit, click adjust quantity under the new item that you want to discount, click apply discount. you can only apply discounts to new products and custom items that you add to the order enter the discount type, discount value, and the reason for the discount from the shopify app, tap orders tap the order that you want to edit tap add product and enter the name of the product that you want to add to the order in the search bar, or tap add custom item to create a custom item for the order tap the individual product or variant that you want to add to the order instead, edit the item quantity of the variant optional add a note about the edit reason for edit. tap the item that you want to remove optional if you don't want to return the item to inventory, then disable restock. tap the item that you want to adjust use and - beside the item to change the quantity tap the new item that you want to discount. you can only apply discounts to the new products and custom items that you add to an order tap or to specify the type of discount enter the amount of the discount and the reason tap add product and enter the name of the product that you want to add to the order in the search bar or, tap add custom item to create a custom item for the order optional if you don't want to return the item to inventory, then disable the toggle. discounts might not update when you edit an order. check the order total carefully shipping methods and rates aren't recalculated when an order is edited. if the weight or dimensions of the order increases, then you might need to charge more for shipping after you edit an order, you need to review the updated total to check that it's correct. depending on the edits you made, the total cost of the order might increase or decrease from what your customer paid at checkout after you edit an order, do one of the following if the order total increases, then collect payment from your customer if the order total decreases, then refund payment to your customer if there is no change to the order total, then you can notify your customer of the edit after you edit an order, you can customize the order edit invoice or notification that's sent to your customer by editing the template if the cost of the edited order increases, then you need to collect payment from your customer. the summary shows that there is an amount to collect you can send an invoice to your customer with a link to the checkout page, or you can accept payment for the order if the total cost of the edited order decreases, then you need to update the order and issue your customer a refund. the summary shows the amount to refund if you don't want to send your customer a notification that the order has changed, then uncheck send notification to customer click update order to finish editing the order the refund is not complete when you send your customer a notification. you need to refund your customer after you update the order from the order you edited, copy the amount that you owe your customer. optional add a note about the edit under reason for refund. under refund amount, enter the amount that you owe your customer optional if you want to send your customer a notification, then check send a notification to the customer if you don't want to send your customer a notification that the order has changed, then disable send notification to customer tap update order to finish editing the order you need to issue a refund after you update the order from the order you edited, scroll to you owe customer copy the you owe customer amount. optional if you don't want to send your customer a notification, then disable notify customer via email the refund is not complete when you update the order from the order you edited, scroll to amount to refund if the order cost hasn't changed, then you don't need to refund or collect payment. by default, your customer is sent a notification about the edit. if you don't want to send your customer a notification, then disable send notification to customer you might not be able to edit an order for the following reasons you don't have the edit orders permission the order was placed in a different currency to your store's currency. if your store sells in multiple currencies, then you can edit only orders that are in your store's currency the order is more than 60 days old staff need the edit orders permission. you can disable the edit orders permission for staff that you don't want to edit orders. multiple staff can make edits and update an order at the same time. the changes made in each edit are applied to the order. if edits conflict, then the most recent edit is applied to the order.;; |
go to the app store to install the order printer app you can use shopify's order printer app to print custom invoices, labels, receipts, packing slips, and other documents. you can customize order printer templates by using html, css, and liquid code. shopify support can assist with minor customizations, but larger customizations need to be done by an experienced third party designer.;; |
you can manage pay-per-delivery orders and prepaid subscription orders from your shopify admin pay-per-delivery orders have only one subscription item per order. at regular intervals, new pay-per-delivery orders are created by your subscription app, and appear on your orders list. pay-per-delivery orders are managed and fulfilled the same as non-subscription orders prepaid subscription orders are paid for in advance but have scheduled fulfillments over a period of time. prepaid subscription orders have a scheduled status until the fulfillment date is reached. when the fulfillment date is reached, the order status updates to unfulfilled and you can then fulfill the order. the order's status then changes back to scheduled until the next fulfillment date is reached and the cycle begins again. when an order has a scheduled status, you can track the order on your orders page, but no action is required on the order, you can review all items for the prepaid subscription orders, sorted into fulfilled, unfulfilled, and scheduled fulfillment cards. the next scheduled fulfillment for the order is listed in the scheduled fulfillment card. click view all fulfillments to display all scheduled fulfillments you can filter your orders page by the scheduled fulfillment status to display upcoming fulfillment work that doesn't require immediate action to display prepaid subscription orders that are ready to be fulfilled, filter your orders page by the unfulfilled status. by default, the orders page is sorted by date. this means that prepaid subscription orders that are ready to be fulfilled might drop to the bottom of your list of unfulfilled orders. to display these orders, you can sort your orders page by oldest date from your shopify admin, click orders click fulfillment status, and then select unfulfilled you can edit an order that contains a scheduled fulfillment item to add and remove non-scheduled items, but you can't edit items with scheduled fulfillments. for example, if an order contains a subscription product and a product without a subscription, then you can edit the product without a subscription but you can't edit the subscription product you can't duplicate a prepaid subscription order you can cancel a prepaid subscription order that has not yet been fulfilled. if any scheduled items have been fulfilled, then you can't cancel the order, but you can issue full and partial refunds for fulfilled and scheduled items if your customer cancels an order, then you might still need to refund the order manually. a message appears on an order when this happens when you refund an order from the orders page, you might need to cancel the order in your subscription app as well inventory for each prepaid subscription order cycle is reserved when the fulfillment date is reached. the entire subscription order is not reserved when the order is created. to reserve inventory for a scheduled fulfillment before the fulfillment date, you can fulfill a scheduled order early when a scheduled order reaches its fulfillment date, the status of the order updates to unfulfilled and you can fulfill the order you can't reschedule scheduled fulfillments, but you can choose to fulfill an order early select the order that you want to fulfill early in the scheduled section, click fulfill early review the order fulfillment information, and then click mark as unfulfilled. the order status is updated to unfulfilled and you can fulfill the items.;; |
shopify offers competitive rates and pricing plans to help you find one that fits your needs and budget if you are unsure which pricing plan to choose, then register for a 14-day free trial to see how shopify's features can help you to sell your products and build your business. you can always upgrade your plan to add new features and functionality to your store pricing plans and billing overview;; |
offering free shipping is a common business and marketing practice, because it reassures customers that they won't charged a surprise high shipping fee when they place their order you can set up free shipping to be the only shipping rate on your store, or to offer it only based on certain criteria. these criteria can be based on orders over a certain value or on orders over a certain weight you can set free shipping to be your default shipping rate on all orders. this method makes managing your shipping rates easier, and still lets you add additional paid shipping rates for certain products or orders over certain values or weights as you go through the steps, delete any unwanted shipping rates by clicking the... button next to the rate, and then clicking delete from your shopify admin, go to settings shipping and delivery next to general shipping rates, click manage rates for each shipping zone, add the free shipping rate click done, and then click save if you want free shipping to be available only on orders that are over a certain value, such as 50 usd, 75 eur, or 8000 jpy, then you can add a price-based condition to your free shipping rate if you want the price-based free shipping rate to be a default shipping rate, then add it to your general shipping rates shipping profile. if you want it to apply to only certain products, then add it to a custom shipping profile next to the shipping profile where you want to add a free shipping rate, click manage rates add the shipping rate to each shipping zone where you want the free shipping rate if you want free shipping to be available only on orders that are over a certain weight, such as 10 lb or 50 kg, then you can add a weight-based condition to your free shipping rate if you want the weight-based free shipping rate to be a default shipping rate, then add it to your general shipping rates shipping profile. you can add a free shipping rate that applies only to certain products. first, create a shipping profile that contains the products on which you want to offer free shipping next to the zone where you want to add a free shipping rate, click add rate make sure that the value of the price field is 0 optional add weight-based or value-based conditions you can offer free shipping to specific customers by creating a free shipping discount. customers who are eligible for the discount can enter the discount code while checking out, and then free shipping is applied to their order if you want the customer to receive both a monetary discount and a free shipping discount, then create a draft order for your customer.;; |
you can add shipping speeds to your shipping rates at checkout to help customers feel more confident when purchasing from your store. it helps customers understand the value of selecting faster and more expensive shipping options, which helps you make sales with customers who want their goods quickly. clear speeds can also help you prioritize your order fulfillment shipping speeds are unavailable for merchants in single origin mode products ship from one location only. merchants in single origin mode will need to set up multi-origin shipping in order to use the shipping speeds feature before you add shipping speeds to your shipping rates, review the following considerations processing time means the time from when your business receives an order, to the time when a shipping carrier collects the shipment. shipping time means the time from when your shipping carrier collects the shipment, to when the shipment arrives at your customer's address. the shipping speeds feature accounts only for shipping time for more information on processing times, refer to understanding and reducing processing time to let your customers know about your processing times, refer to addressing processing times shipping speeds are based on services that are to and from specific areas of the world. to add shipping speeds to shipping rates, the shipping zone must contain countries and regions that belong to specific areas. all shipping zones must be either for domestic shipping destinations, or international shipping destinations. the following would be examples of shipping zones that could use shipping speeds for example, if a shipping zone contains alberta, ontario, and manitoba, then you can add shipping speeds to shipping rates in that shipping zone because it contains only canadian provinces. however, if your shipping zone contains the united states, mexico, and guatemala, then you can't add shipping speeds to that shipping zone because it contains both the united states and other international countries if you are in the united states, then you can either add canada to a zone on its own, or add it to a zone with other international countries and regions. if you add it to a zone with other international countries and regions, then shipping speeds will show the longer international shipping speeds instead of the faster shipping speeds to canada if you are in canada, then you can either add the united states to a zone on its own, or add it to a zone with other international countries and regions. if you add it to a zone with other international countries and regions, then shipping speeds will show the longer international shipping speeds instead of the faster shipping speeds to the united states for more information on shipping zones, refer to setting up shipping zones if different shipping rates are combined at checkout due to two products receiving shipping rates from different shipping profiles or groups of locations, then shipping speeds are removed from the combined rate. for more details on how shipping rates can be combined, refer to combined rates at checkout shipping speeds are only available in the united states, canada, france, germany, italy, spain, australia, and the united kingdom. when you set up your general shipping profile, or any custom shipping profiles, any location groups that you create within them must only contain locations in canada, the united states, france, germany, italy, spain, australia, or the united kingdom for more information on setting up shipping profiles, refer to shipping profiles shipping speeds rely on shipping averages to and from specific countries and regions. if you have only one location when you set up shipping speeds and then add a second location, then that second location is automatically added to your shipping settings. certain apps, such as oberlo, are also added as locations when you install them onto your shopify store. while apps are added as a location in your settings, apps have no physical location within a country or region. when apps are added to a group of locations in your shipping settings, shipping speeds are hidden from customers in your checkout until you remove the app from the group of locations in your shipping settings for more information on restoring shipping speeds in your checkout, refer to troubleshooting when you add a shipping speed to a rate, the shipping speed title becomes the shipping rate title that customers can choose at check out from your shopify admin, go to settings shipping and delivery go to your shipping rate settings next to the zone that you want to add a rate to, click add rate. make sure that the location group that your zone is in contains locations in only canada, the united states, france, germany, italy, spain, australia, or the united kingdom optional add weight-based or price-based conditions click done, and then click save next to the rate, click the... button, and then click edit rate in the shipping speed drop-down menu, select a shipping speed next to the zone that you want to add a rate to, click add rate in the shipping speed drop-down menu, select custom flat rate no shipping speed enter the name and amount for the rate the shipping speeds are based off of available shipping carrier options in each country review the follow situations to learn how to solve them if shipping speeds are not showing at checkout, then it's likely that your shipping rates were combined at checkout, or a location or app has been added to your shopify account and is interfering with your shipping zones when two products in a checkout receive different shipping rates from different shipping profiles or different groups of locations within a shipping profile, the shipping rates can be combined. when shipping rates are combined, the shipping rate is called shipping and shipping speeds are removed from the combined rate for more information on shipping rates being combined, refer to combined rates at checkout within your shipping profiles, you can specify your shipping zones and rates based on the locations that you add in your shopify admin, so that orders fulfilled by each location charge different shipping rates. if you have only one location, then all shipping zones and rates apply to that location. however, if you add a second location, then you can give that location separate zones and rates, or have them be the same by default, when you have only one location and then add a second, that second location gets added to the location group with your first location in all your shipping profiles. this means that both locations now share the same shipping zones and rates. if the second location is in a different country or region that the first location, then shipping speeds can't be calculated correctly, and are hidden from your customers at check out to restore shipping speeds being shown at check out, remove the second location from the location group in your shipping settings next to the shipping profile, click manage rates in the shipping from section, click show details next to the location that was added, click manage choose to create new rates for that location or remove it from the location group, then click done apps that act as a fulfillment service, such as oberlo, are counted as a location in your shopify admin. if you have only one location at the time when the app is added, then the app is added automatically to your shipping profiles as another location that your shipping zones and rates apply to. apps have no location, and so shipping speed estimates are removed from your checkout to restore shipping speeds being shown at checkout, remove the app from the location group in your shipping settings next to the app that was added, click manage choose to create new rates for the app or remove it from the location group, then click done to use shipping speeds, the countries in a shipping zone must be in the same region. if you add a country to a zone that isn't in the same region as the original countries in the zone, then an error will display. for more information on the countries that can be grouped together in the same zone, refer to shipping zones must be exclusive to specific areas.;; |
if you display an expected shipping speed next to your shipping rates in your checkout, then you should also let your customers know about your processing times. for more information on what processing time is, refer to to understanding and reducing processing times expected shipping speeds can be shown in the following situations many customers expect that the shipping speed that's listed next to a shipping rate is also the number of days it will for the order to arrive. however, most businesses have at least 24-48 hours of processing time before the order is shipped. this can cause customers to contact you with support requests asking where their orders are, and can create a poor experience for your customers making your processing times clear to customers while they're checking out can reduce these support interactions and create a more positive customer experience. you can let customers know about your processing times in your checkout, or on an faq page, shipping information page, or shipping policy page. alternatively, if you don't use carrier-calculated shipping rates, then you can also remove the shipping speed estimates from your shipping rates you can adjust your checkout language in your theme's settings to add a message to your customers. it's beneficial to tell them know how long it takes for you to process their order and the shipping times to start, so that they can understand when to expect their order to arrive when you create a shipping policy, a link to your shipping policy page displays in your checkout. you can also link directly to your shipping policy page within your online store if there are shipping speeds added to your shipping rate titles, then you can remove them by editing your shipping rates from your shopify admin, go to settings shipping and delivery next to the shipping profile that you want to edit a rate in, click manage rates next to the rate that you want to edit, click the... button in the drop-down menu, click edit rate remove the shipping speed information, and then click done if shipping speeds were added to your shipping rates using the shipping speeds feature, then you can remove the shipping speed by setting the shipping rate to custom flat rate no shipping speed in the shipping speed drop-down menu, select custom flat rate no shipping speed click done, and then click save.;; |
inventory tracking for multiple locations is automatically enabled in some shopify stores. you receive a notification on the settings locations page of your shopify admin when locations is enabled. if locations are already enabled in your store, then get started with locations before you can track inventory across multiple locations, you need to enable locations in the following circumstances if you are a point of sale pos merchant that already has multiple shopify pos locations, and you want to manage your inventory across multiple locations, then you need to enable inventory tracking across multiple locations. follow the steps that are outlined on this page to enabled locations in your store if you currently have only one location in shopify, or have one location and also use third-party fulfillment services, then no conversion steps are necessary. you can start adding and using more locations as needed if you use a third-party fulfillment service for a product, then you can't also stock the product in the locations that you manage even if you have only one location, then you still need to enable to access the newest shopify features, such as local delivery. your current location's settings won't be affected enabling your store to track inventory across multiple locations can't be undone. after you enable locations, you can't switch back to having a single inventory quantity for multiple locations before you enable inventory tracking across multiple locations, do the following read getting started with locations to understand how the conversion affects your store after you enable locations if you have private apps developed for your store, then make sure they are updated to use inventory tracking for multiple locations if possible, enable locations and update your inventory quantities when your retail outlets are closed and when you're not getting many online sales. for example, don't enable locations during an online sales events like a flash sale if you already have multiple locations enabled, then you won't see the options outlined in the steps below;; |
you can set up the option for customers to pick up their online orders at your retail store, curbside, or any location that you choose to do this, enable the local pickup option for each location where customers can go to get their orders the shipping rate for local pickup is set to free and can't be changed each pickup order requires you or a staff member to verify that each item is in stock. after you verify each item, you can send a notification to the customer that the order is ready. you can also print a pickup slip to attach to the order when a customer comes to get their order, you need to change the order status within shopify from unfulfilled to fulfilled. this signals to you and your staff that the order has been picked up and no further action is required you can add pickup delivery instructions by managing the preferences for your pickup locations. for example, you can use pickup to offer curb-side pickup. after a customer places an order online and arrives at your store, you can have them call you and then you can bring their order out to them to use the local pickup option, your store needs to meet the following requirements for shopify plus stores that have a custom checkout url activated, the local pickup option could cause problems with your customizations. you can set up the local pickup option for each of your locations. if you need to change your pickup settings or disable local pickup for your locations, you can manage your preferences in the admin enable the local pickup option during a low traffic period and test your checkout thoroughly on both desktop and mobile devices to avoid disruption for your customers. you can also download your theme including your url file for customizations and import it to your development store to test in a closed environment first if you have questions about the eligibility requirements, then contact shopify support after you enable the local pickup option, your customers can choose between ship and pick up in the delivery method section of your checkout. when they select pick up, they can choose the location where they want to pick up their order customers see the pick up option only if they meet the following requirements the customer doesn't choose an unsupported accelerated checkout method. if they choose one of the following in the first step of the checkout then the pickup option is not available to them shop pay is a supported accelerated checkout method pickup option. if a customer uses shop pay they will have the pickup option if you rely on local delivery or pickup for the majority of your business, then you can temporarily disable your express checkouts a customer can't choose to have some items shipped and some items picked up on the same order. instead, the customer should place two separate orders. if you're using a theme that supports pickup availability, then the customer can see whether a product is available for pickup before they add it to their cart you need to complete the following before you can offer local pickup let each pickup location fulfill online orders this also means that non-pickup online orders can take inventory from your pickup or retail locations. make sure that you review your fulfillment priority and modify it if necessary. if the continue selling when out of stock option is selected for a product, then local pickup orders can be placed for locations without inventory you need to set up the local pickup option for each location where customers can go to get their orders setup includes enabling local pickup, choosing the expected pickup time that customers see when they check out, and specifying any pickup instructions in the order ready for pickup notification to see more videos, visit our youtube channel from your shopify admin, go to settings shipping and delivery under local pickup, click manage beside the location that you want to enable. if you have several locations, then click show more to display all your locations you must have a location set up already before you can select it select this location offers local pickup under information at checkout, change the settings to meet your needs optional under order ready for pickup notification, enter pickup instructions for customers adding instructions in the pickup instructions field will override any customizations that have been made to the emailbody variable in the ready for pickup liquid template from the shopify app, go to store settings shipping and delivery under local pickup, tap manage beside the location that you want to enable. tap this location offers local pickup the settings for each local pickup location include the following under local pickup, click manage for the location that you want to edit under local pickup, tap manage for the location that you want to edit some themes let you show customers whether a product is available for local pickup. on each product page, a pickup availability section shows whether the product is available, and the estimated time frame for pickup after local pickup is enabled, the product page displays whether the product is available for pickup at one or more of your local pickup locations. this information appears only for products that are stocked at at least one pickup location and have this is a physical product selected in the shipping section of a product variant's details from your shopify admin, go to products all products under variants, select a variant under shipping, check this is a physical product if you have local pickup enabled for only one location, then the location and pickup availability is displayed for that location. customers can click view store information to learn more about the pickup location if you have local pickup enabled for more than one location, then the pickup availability section displays the location and pickup availability for one of your stores. customers can click check availability at other stores to check the product's availability at all of your locations that have pickup enabled this feature is currently available in the debut theme and several paid themes in the shopify theme store. if you are using an older version of debut, then you can update your theme to show pickup availability on your storefront automatically if pickup availability is not available in your theme, then you can hire a shopify expert to help you to add it as part of local pickup, emails are sent to customers automatically about the status of their order you can customize the default text of each notification customers who choose to pickup their order are sent the following email notifications to customize the email notification for order confirmation, you need to have knowledge of liquid. if your notification liquid isn't edited correctly, then your email notifications might fail. refer to notification variables reference to learn more for the order confirmation email template, you can add content related to pickup by wrapping it in the following liquid variable if url if you need to reset a template to its default, then click revert to default from your shopify admin, go to settings notifications in email subject, enter a descriptive subject line. in email body, enter the email message if you need to reset a template to its default, then tap revert to default from the shopify app, go to store settings notifications you can customize the content of the order ready for pickup notification for each location under local pickup, click manage beside the location. you must already have a location set up before you can select it under order ready for pickup notification, enter pickup instructions for customers under local pickup, tap manage beside the location. to customize the email notification for order picked up, you need to have knowledge of liquid. after a customer selects to pickup their order and completed their purchase, you or a member of your staff need to set aside the order items and notify the customer that their order is ready for pickup you can set up an email notification to let you know when a customer has placed an order you can't change the inventory fulfillment location of an order after it has been placed. for example, if a customer mistakenly selected the wrong store, then they have to place a new order and select the correct location under orders, click the order that you want to fulfill set aside all the items for the customer click send notification to let the customer know that their order is ready to be picked up under orders, tap the order that you want to fulfill tap send notification to let the customer know that their order is ready to be picked up the ability to fulfill pickup orders with shopify pos classic is available only to some merchants. this is available for everyone in the all-new shopify pos. you can always prepare and fulfill orders for pickup from your shopify admin or the shopify app you can see the orders that need to be fulfilled under orders. they have the labels unfulfilled and pickup optional print a pickup slip and keep it with the order an order for local pickup can be edited either before or after you prepare that order. you can only edit local pickup orders in your shopify admin or on shopify mobile, not the pos app when a customer is picking up their order, you should change its status to picked up it's also a good practice to confirm a customer's name and order number when the customer comes to pick up their order you can only send a confirmation email for pickup orders fulfilled using the shopify pos app from your shopify admin, go to orders click the order that you want to mark as picked up under orders, tap the order that you want to mark as picked up the ability to mark an order as picked up with shopify pos classic is available only to some merchants. you can always mark your order as picked up from your shopify admin or the shopify app if you want to send a pickup confirmation, in the pickup confirmation section, select either email pickup confirmation or text pickup confirmation;; |
the maximum number of locations that you can have depends on your plan apps that stock inventory or fulfill orders for you're considered to be locations but don't count towards those limits. when you add such an app to your store, or when you first enable locations, the app is automatically added as a location to see more videos, visit our youtube channel after you create a location, it's added to the bottom of your fulfillment priority list if you have more than one active location, then you need to specify how to fulfill online orders. there are several ways to set up your locations for fulfilling orders in-store purchases that are completed using shopify pos use available inventory from the location where the sale is made. if the orders are placed to be shipped to the customer's address, then they use inventory based on how online orders are set up rather than the store's location when orders are placed through any online sales channel, they're assigned to a location where they should be fulfilled from based on the priority list and available inventory. if any location can fulfill the entire order, then the inventory's drawn from that location. if no location can fulfill the entire order, then the location with the highest priority oversells the product. overselling happens when you sell more of a product than the quantity that you have in stock for that product at that location for example, suppose you have two locations location a in top priority and location b as second priority. location a has 1 shirt and location b has 2 shirts. if you receive an order for 2 shirts, then location b fulfills it. if you receive an order for 3 shirts, then location a oversells the shirt and finishes with an inventory of -2 you can switch the location you're fulfilling from on the orders page if you don't activate multi-origin shipping, then your shipping rates are calculated based on the location that's set as default you can set any of your active locations to be the default location. apps and deactivated locations can't be set as the default location if you change the default location to a location where a carrier isn't supported, then the rates for that carrier are hidden at the checkout. for example, if you set a default location in the united states, then canada post rates aren't displayed at the checkout rates for buying shipping labels from the shopify admin are calculated based on the fulfillment location, not your store's default location in the default location section, click change default location select a location, and then click save from the shopify app, go to store settings locations some businesses have locations that hold inventory for in-person sales only, or locations that are only for storage. preventing a location from fulfilling online orders helps to prevent orders from sales channels such as the online store, amazon, and facebook shop don't use inventory from these locations preventing a location from fulfilling online orders removes any inventory assigned to the location from a product's online quantity. the online quantity of a product's shown on the inventory page, and is the number that's displayed to customers if you show your inventory levels on your online store preventing a location from fulfilling online orders also prevents shopify pos ship-to-customer orders from using this inventory from these locations the location is inventory can still be used to fulfill draft orders and orders from other sales channels. check with your sales channels to see whether they follow your store's inventory policies when they create orders you can deactivate a location temporarily or permanently if you don't want to sell, fulfill, or stock inventory at that location when you deactivate a location, it's no longer shown on filters and menus, you can no longer manage or transfer inventory in the location, and you can't use it as your default location. you always need to have at least one active location deactivated locations don't count towards your locations limit you can't deactivate a location that's a private or third-party app. you can't deactivate the location that's currently set as your default. you first need to change the default location to another location before you deactivate a location, you need to complete all orders and transfers that are assigned to it, and reassign them to another location. if you don't, then you'll be prompted to fulfill the orders and have the inventory quantities reassigned if the location's on the pos pro subscription plan, then you need to change the location to the pos lite plan before you can deactivate it if you want to reactivate the location, go through the same steps but click reactivate location if you no longer want to sell from, fulfill from, or stock inventory at a location, you can delete it permanently historical data is saved for reporting purposes before you can delete a location, you need to deactivate it.;; |
if your store has multiple locations, then the inventory at each location is shown on the inventory page, the inventory bulk editor, inventory csv, and the details page of each product when you create a product, the product's stocked at all locations. you can change the list of locations that stock the product and adjust the inventory levels of the product at each location, with the following constraints if you need to update the inventory quantities for a large number of products across locations, then use a csv file if you remove a location from the list of locations that stock a product, the inventory quantity at that location will be deleted you can change the locations that stock a product by using the bulk editor on the inventory page to see more videos, visit our youtube channel select the location that stocks the products you want to change. products that are not stocked at a location don't show up in that location's inventory list check the products that you want to change in the bulk editor, click add fields and add fields for the locations where you want to stock the products in the cells of the bulk editor, check or uncheck stock at this location. you can also update the quantities by clicking on the inventory amount at each location learn more about bulk editing products and variants. the instructions for products also apply to bulk editing of inventory.;; |
before you can use shipping profiles to charge shipping rates based on product and shipping origin, you might need to activate multi-origin shipping. if multi-origin shipping isn't activated, then your general shipping profile contains all your products, and your shipping rates all use the same shipping origin location there are a number of considerations you should be aware of before you activate multi-origin shipping before you activate multi-origin shipping, you need to enable your store to track inventory across multiple locations. for more information about this process, refer to enabling locations some shipping apps offer similar features as shipping profiles, such as per-product shipping rates, shipping rate merging, or shipping discounts. each shipping app integrates with shipping profiles differently. contact the developers of any shipping app that you use to learn how to integrate the app with multi-origin shipping after you activate multi-origin shipping, your order fulfillment can be split between locations. if you have more than one active location that fulfills online orders, then your orders are split for fulfillment in the checkout based on product inventory levels when the products in an order are in different shipping profiles or need to be shipped from different locations, a shipping or delivery fee is calculated for each item and then all the shipping fees are added together. the customer is shown only the final shipping cost at checkout. for more information on how rates are added together, refer to combined rates at checkout if you have no active locations that fulfill online orders, then you can't activate multi-origin shipping. to change whether your locations can fulfill online orders, refer to setting up your locations you can choose if or when you want to start using multi-origin shipping for your store. you don't need to activate it immediately activating multi-origin shipping can't be undone. after you activate multi-origin shipping, you can't switch back to single-origin shipping consider activating multi-origin shipping if you run your store in the following ways if you decide to activate multi-origin shipping, then follow these steps from your shopify admin, go to settings shipping and delivery in the delivery methods at checkout section, click manage rates in the shipping from section, click activate multi-origin shipping click save to create your new shipping profile click save to confirm the activation of multi-origin shipping.;; |
when customers are close to your business, you can offer unique, local methods for them to receive their products. this can speed up your fulfillment time and create a better experience for your customers you can create local local delivery rates or pick up in store rates setting up local delivery for online orders setting up pickup for online orders;; |
if your orders ship from multiple locations, or you plan to use shopify shipping to purchase shipping labels, then there are some extra settings to set up before you launch your shopify store by default, the original address that is entered when a shopify account is created is added as a location. this location is also set to be able to fulfill orders make sure that any other locations that you plan to ship from, as well as any apps that fulfill products on your behalf, are added as locations. for more information about locations, refer to setting up your locations the shipping settings in your shopify store include a default package type that helps you charge more accurate shipping rates to your customers. you can change the default package dimensions in your shipping settings if your store is located in canada or the united states, then you can add additional package types to the shipping and delivery entering dimensions and weights for the types of packages that you typically send helps your calculated shipping rates to be more accurate. you can add as many additional package types as you want the default package type is used to calculate the shipping rates at checkout, but any saved package type can be used when purchasing a label through shopify shipping if you have carrier-calculated shipping rates, then the default package type's details are used by the carrier to determine the shipping rate to charge your customers during checkout. if you have weight-based rates, then the weight of the default package type is added to the weight of the products being shipped to determine which weight-based rate to charge the box dimensions advertised by your shipping carrier might refer to the inside of the packaging. it's important to measure and use the outside dimensions of your boxes when creating package types because the outside dimensions are used to calculate the shipping cost for example, suppose you have a default package weight of.1825 kg and you have the following weight-based shipping rates suppose a customer purchases products that weigh a total of 4.9 kg. when the customer reaches your checkout, the default package weight of.1825 kg is added to the weight of the products. because the products and default package have a combined weight of 5.0825 kg, the customer would be charged the 5 usd shipping rate instead of the 3 usd shipping rate if you don't want the default package dimensions or weight to affect your weight-based or carrier-calculated shipping rates, then edit the default package dimensions to have a weight and dimensions of 0 from the shopify app, go to store settings under store settings, tap shipping and delivery if your store is located in australia, canada, or the united states, then you can add additional package types to use when purchasing a shipping label through shopify shipping in the packages section, click add package in the dialog, enter the required information about the package type some mail types have restrictions on the size of the packages that you can use to ship your products. a notice about applicable size restrictions appears on the dialog when you create a new package type if your store is based in the united states, then you can add usps flat rate packaging usps flat rate packaging is available only to stores based in the united states flat rate pricing is determined by the packaging that you choose, as long as the package weighs less than 70 lb. you are charged for the price of the flat rate box or envelope and not the weight of the package or the distance that it has to travel select the proper flat rate package type from the list if you want to set this package type as the default package, then check set as default package if you no longer need a package type that was added to your shipping settings, then you can delete it. however, you can't delete your default package in the packages section, click edit next to the package type click delete package, and then click delete in the confirmation dialog.;; |
a shipping zone is a group of countries or regions that have the same shipping rates. for example, if your business has a warehouse in germany that ships to anywhere in europe for the same flat rate, then you can create a shipping zone that includes all the european countries and charge that same shipping fee to all your european customers customers can order products from your store only if the country or region where they want the order shipped to is included in one of your shipping zones from your shopify admin, go to settings shipping and delivery next to the shipping profile where you want to add a shipping zone, click manage rates next to the group of locations where you want to add a shipping zone, click create shipping zone enter a name for the shipping zone select the countries and regions that you want to be in the zone add any rates that you want for the zone, and then click save for more information on setting shipping rates, refer to setting up shipping rates within a group of locations in a shipping profile, a country or region can only exist in one shipping zone. you must remove a country or region from one shipping zone before adding it to another next to the shipping profile where you want to edit a zone, click manage rates next to the zone that you want to edit, click the... button in the drop-down menu, click edit zone make any changes, and then click done next to the shipping profile where you want to delete a zone, click manage rates next to the zone that you want to delete, click the... button in the drop-down menu, click delete there are apps that you can use to organize your shipping zones according to postal codes or zip codes. visit the app store to find out what's available.;; |
you can set up free, flat, or calculated shipping rates that appear in the checkout for your customers. for more information about the different types of shipping rates, refer to shipping rates before you make any shipping rates, create the different regions that should get their own shipping rates. for example, you might want to have one set of shipping rates for customers in europe, and a different set of rates for customers in north america. these different regions are called shipping zones. for more information about shipping zones, refer to setting up shipping zones flat shipping rates charge a specific amount for shipping at checkout. you can create flat shipping rates for any order within a shipping zone, or only for orders whose weight or price is within a certain range. for example, in a shipping zone for europe, you could set a flat rate of 10, and another flat rate of 5 for orders that are over 50 when combining price-based shipping rates, shopify combines rates that apply to the total price of the cart. when combining weight-based shipping rates, shopify combines rates that apply to the weights of the individual products. for more information, refer to combined rates at checkout for example, suppose that you have a shipping rate called discounted shipping for 5 in two different profiles. this rate is available on orders over 50. if an order contains a combination of products from both profiles and has a total of 55, then the checkout shows the discounted shipping rate at a cost of 10 instead, suppose that you have a shipping rate called discounted shipping in two different profiles that gives cheaper shipping on orders over 5 kg. to receive this rate, customers would need to order 5 kg of products from the first shipping profile and 5 kg of products from the second shipping profile to qualify for the discounted shipping rate from your shopify admin, go to settings shipping and delivery next to the shipping profile that you want to add a shipping rate to, click manage rates next to the zone that you want to add a rate to, click add rate enter the name and amount for the rate optional add weight-based or price-based conditions click done, and then click save calculated shipping rates are determined at checkout by a third-party shipping service based on the details of the order. this helps you charge your customers the exact amount that a shipping carrier, such as ups or fedex, will charge you when you purchase a shipping label carrier-calculated rates are available to stores in the following scenarios when you add carrier-calculated shipping rates, you also need to enter accurate weights for each of your products so that you can provide accurate shipping rates to your customers at checkout carrier-calculated shipping rates often show expected shipping times next to the shipping rate, however, they don't take into account your processing times. for more information on processing times, refer to understanding and reducing processing time. for more information on letting your customers know about your processing times, refer to addressing processing times next to the shipping profile where you want to add a shipping rate, click manage rates next to the zone where you want to add a rate, click add rate select use carrier or app to calculate rates in the drop-down menu, choose the shipping service that you want to add calculated rates for select the shipping methods from that shipping service that you want to provide as options for your customers at checkout optional select whether to automatically offer any new services that the shipping service makes available optional add any handling fee that you'd like to be added to the calculated rate you can adjust calculated shipping rates to mark up or discount the rates that your customers see at checkout. for example, if the rate is too high to attract customers, then you could discount it by a certain percentage to increase sales. instead, if for example the rate is too low to cover your packaging and handling costs, then you can increase it you can mark up calculated shipping rates by an additional flat fee or by a percentage of the total shipping rate. if you adjust a calculated shipping rate to include both an additional flat fee and a percentage markup, then the percentage is calculated before the flat fee is added. for example, a 5.00 rate with 50 markup and a 1.00 flat fee costs the customer 8.50, not 9.00 if you want to offer discounted shipping, then enter a negative value. when activating usps calculated rates, you can enable the more expensive usps retail rates instead of usps commercial rates next to the profile that contains the rate, click manage rates next to the rate that you want to adjust, click the... drop-down menu and then edit rate in the handling fee section, set the rate adjustments your default shipment dimensions is also used by your carrier to calculate shipping rates you can add free shipping rates to any shipping zone so customers don't pay anything for shipping at checkout. some businesses offer free shipping on all their orders, and some offer free shipping on orders over a certain value for steps on how to create free shipping rates based on specific conditions for your store, refer to free shipping rates next to the shipping profile where you want to add a free shipping rate, click manage rates next to the zone where you want to add a free shipping rate, click add rate make sure that the value of the price field is 0 optional add weight-based or value-based conditions next to the shipping profile that you want to edit a rate in, click manage rates next to the rate that you want to edit, click the... button in the drop-down menu, click edit rate make any changes, and then click done next to the shipping profile that you want to delete a rate in, click manage rates next to the rate that you want to delete, click the... button in the drop-down menu, click delete;; |
there's a new method to set up local delivery. with this new method, you set up local delivery from the shipping and delivery customers have the local delivery option at checkout if they're within a certain distance or specific postal code that you set if you previously set up local delivery shipping rates by editing your shipping zones, and you want to migrate to the new method, then you need to undo the changes to your shipping zones. this prevents duplicate local delivery rates, and makes it easier to manage your shipping zones you might not want to migrate to the new local delivery method if the any of the following applies to your business you want to continue using a third-party local delivery app. to use the new local delivery method, you need to remove any third-party delivery apps. apps that aren't made by shopify are considered third-party apps you want to use shipping profiles and carrier calculated shipping rates to create product-based shipping rules for local delivery you want to customize the name of local delivery at checkout. when you set up local delivery from the shipping and delivery page, the local delivery method is named local delivery and can't be changed if you added a local delivery rate to an existing shipping zone and didn't edit your shipping zones to remove a province or state, then you only need to delete the local delivery rates. the following example and steps don't apply to your situation previously, you set up local delivery by editing existing shipping zones, and then adding a shipping zone that included only the province or state where you wanted to offer local delivery. next, you created rates for the new zone, including a local delivery rate to undo these changes, you need to delete the local delivery shipping zone, and then add the province or state back to your broader shipping zone you had a united states shipping zone with a 10 shipping rate for all states. you wanted to create a local delivery zone for your san francisco warehouse in california you removed california from the united states shipping zone. you then created a new zone for only california. you added two rates to the california shipping zone to undo this local delivery method, you delete the california shipping zone, and then add california back to your united states shipping zone next, you set up local delivery for your san francisco warehouse location using the new local delivery method as you migrate delivery methods, it's recommended that you do the following to make sure local delivery is always available to your customers migrate your shipping method during low volume sale times set up local delivery from the shipping and delivery page before you delete your local delivery shipping zones test your delivery settings for each location after you migrate. you can test checkout using postal codes or addresses within your delivery areas to check that the local delivery option is available if you have multiple shipping zones for local delivery rates, then repeat the steps below for each local delivery shipping zone any local delivery orders that customers place before you migrate to the new local delivery method don't have local delivery as the delivery method. the delivery method can't be changed. these orders aren't included when you filter the orders list using the local delivery tab or filters, or when you fulfill orders using the new local delivery workflows during these steps, don't click save until you add the local delivery provinces or states back to a shipping zone. saving in the middle could result in some of your customers not being able to place an order from your business from your shopify admin, go to settings shipping and delivery beside the shipping profile that you want to edit, click manage rates go to the shipping from location and where you created a local delivery rate under the shipping zone that has your local delivery rate, take note of the provinces or states that the shipping zone covers delete the shipping zone with the local delivery rate. beside the shipping zone where you want to add back any states or provinces, click... edit zone search for the country covered by the shipping zone, and click x of x provincesstates beside the provinces or states that you took note of in step 4;; |
the shopify local delivery app makes delivering local orders by you or your staff more efficient. the app can be used from the shopify admin or from the shopify mobile app use the shopify local delivery app to create order lists, map delivery locations, and to optimize delivery routes. in addition, you can use the shopify mobile app while you deliver orders so that you can update the order status in real time before you can use the shopify local delivery app, you need to set up local delivery in your store use the companion shopify local delivery mobile app for ios and android to manage local deliveries, whether you're running a fleet of drivers or delivering orders yourself. this app connects to the local delivery app in shopify so that you can give drivers access to optimized routes for all your local deliveries, and lets you track delivery statuses from shopify before your staff can access the shopify local delivery app, they need to have an active login for your shopify store and the required staff permissions enabled. your store's staff will need to have the following permissions for more information, refer to the description of staff permissions if you use the shopify local delivery app, then you have more detailed local delivery order statuses than if you only use shopify admin or pos to fulfill your local delivery orders as you fulfill your local delivery orders with the shopify local delivery app, they progress through the following order statuses unfulfilled order preparation and fulfillment haven't started. your next step is to prepare orders for delivery by picking and packing the items. you can also print packing slips to include with the order. to finish, mark the order as ready for delivery ready for delivery the order is packed and ready to be collected and delivered. after an order is marked as ready for delivery, it's a good time to add the order to a delivery list. however, you can also add orders to a delivery list when they are unfulfilled out for delivery you or staff have started delivery of the list that the order is assigned to attempted delivery orders have this status if delivery was attempted, but the order wasn't successfully delivered delivered the order is successfully delivered. after you mark the order as delivered, the order status changes to fulfilled and the fulfillment process is complete as you update the order status from the shopify local delivery app, your customers are sent notifications so they know when to expect their order if you use the shopify local delivery app, then customers who choose local delivery at checkout receive the following notifications you can customize the templates for emails and sms text messages that customers receive after they place an order for local delivery if the shopify local delivery app is available for your store, then you can install the app from the shopify admin. to install the app, click the link on one of the following pages after you receive orders for local delivery, you can create delivery lists, add orders, and optimize your delivery routes you can create multiple delivery lists and then manage your lists or start delivering from a list from the shopify admin, click apps shopify local delivery optional under delivery list description, enter a description to help you identify the list. for example, you might enter downtown deliveries for may 1st under local delivery location, select the location that you are delivering from it's recommended that you select the correct delivery location before adding orders to the list. you can change the location, but this will remove all orders from the list after you select a location for the delivery list, delivery orders from that location are listed under the orders not assigned tab. if you have no local delivery orders for the location, then you can change the local delivery location by default, the orders not assigned tab shows all local delivery orders that aren't assigned to another delivery list and that have an order status of unfulfilled or ready for delivery the maximum number of unassigned orders that can be displayed in the shopify local delivery app is 100. if there are more than 100 unassigned orders, then only the 100 oldest local delivery orders will be displayed until orders are assigned to a delivery list and saved when you add an order to a delivery list, it moves from the orders not assigned tab to the in this delivery tab if a customer's delivery location can't be verified by google, then you can't add the order to a delivery list. open the order detail page to edit the address or to contact your customer under the orders in delivery tab, click view unassigned orders add orders to the list in one of the following ways by default, the start and end locations of your delivery route are set to the store location. you can customize both your start and end locations. your chosen locations will be used to calculate the delivery route and estimated delivery times from the route optimization section, click customize click custom address for the start of route or end of route after you add orders to a list, you can optimize the delivery route. this maps the most efficient delivery route and rearranges the order sequence. you can optimize routes that are up to 100 stops. the start location and the end location count as two stops the shopify local delivery app uses google maps to calculate the fastest delivery route. the time of day, average traffic, and number of delivery stops are used to optimize your delivery route you should optimize the delivery route before you start the delivery in case any of these factors change you should also optimize the route after you add or remove orders from a delivery list, click optimize route review the route details and click confirm after you create a delivery list and add orders, you can remove orders orders that you remove return to the orders not assigned tab. you can optimize the route after you remove orders from a delivery list, click the orders in delivery tab remove orders in the following ways mange your delivery lists to keep them updated and organized when you open the shopify local delivery app, you have an index of your local delivery lists. the status column tells you how your delivery lists are progressing. delivery lists progress through the following delivery list statuses orders are shown based on the delivery location that's selected for the delivery list. if you change the delivery location, then any orders on the list are removed and you have a list of unassigned orders for the new location from the shopify local delivery app, click the delivery list you want top open click the dropdown menu and select a location after you create delivery lists, you can start delivery from the app, print the list and route, or share the list with your staff or driver so they can start a delivery you can create a link to share a delivery list with your staff or driver so they can start a delivery. the link to the delivery list is accessible by anyone, without further authentication required. generated links expire after 48 hours, but you can regenerate them if required to share a link, you copy it from the shopify local delivery app, and paste it into an email, text, or instant messaging app from the shopify local delivery app, click the list that you want to share copy and then paste the link where you want to share it the link is valid only for 48 hours. you can click deactivate link to revoke access to the delivery list at any time if your driver doesn't have access to the shopify admin or the shopify mobile app while they deliver orders, then you can print a delivery list and route if you use a printed, paper copy of the delivery list, then you can't update order statuses in real time from the shopify local delivery app. you need to mark orders in the delivery list as delivered to print a delivery list, start from the shopify local delivery app, open a delivery list, switch to the driver view and click print when you start delivery from a delivery list in the app, the status of all orders assigned to the list change to out for delivery and customers are sent a notification as you deliver orders, you mark each order as delivered or as delivery attempted and your customer is sent another notification when all the orders in the delivery list are marked as delivered, the status of the delivery list changes to complete from the shopify local delivery app, click the list that you want start delivering as you deliver each order, click the order in the deliveries list optional to view the customer's delivery location from your device's mapping app, click open in maps optional under delivery instructions, you can read instructions left by your customer at checkout update the order status in the following ways;; |
if you have your own account with a shipping carrier, then you can display your negotiated shipping rates from that carrier to customers at checkout you need to have the carrier-calculated shipping feature on your store's shopify subscription plan to connect your own shipping carrier accounts to shopify. this feature is included in the advanced shopify and shopify plus plans, and can be added to any plan for a monthly fee. however, if you're on the shopify plan or below, and you switch from monthly to yearly billing, you can ask to get the third-party calculated shipping rates feature added for free. for more information, contact shopify support carrier-calculated shipping rates often show expected shipping times next to the shipping rate, however, they don't take into account your processing times. for more information on processing times, refer to understanding and reducing processing time. for more information on letting your customers know about your processing times, refer to addressing processing times if you use the shopify fulfillment network, then refer to setting up your shipping rates for shopify fulfillment network if your store is eligible for shopify shipping, then you can display calculated rates to your customers at checkout. if your business is based in the united states, then you can display rates from usps, dhl express, or ups. if it's based in canada, then you can display rates from canada post. you can then buy the discounted shipping label directly from your shopify admin and print it at home. if your store isn't located in the united states or canada, then you can't show carrier-calculated rates activate shipping with canada post test carrier-calculated shipping rates;; |
the shopify fulfillment network sfn delivers orders to your customers. store inventory close to customers in fulfillment centers across the us and canada for fast, affordable shipping. manage all business data including shipment tracking, customer data, and inventory levels all in one place currently, us-based and canadian-based businesses are invited to apply and join the sfn review the following criteria to check if sfn is the right fit for your business after you prepare and send your inventory to the network of fulfillment centers, they pick, pack, and ship your products to your customers when an order is placed, freeing up your time to focus on growing your business to see more videos, visit our youtube channel getting started with the shopify fulfillment network managing your account with the shopify fulfillment network contacting the shopify fulfillment network for support shopify fulfillment network and covid-19 faq;; |
shopify shipping is available for orders shipped from fulfillment locations based in the united states, canada, and australia shopify shipping lets you connect your shopify account with shopify's shipping carrier accounts, which has the following benefits depending on your fulfillment locations, shopify shipping lets you purchase labels from the following carriers if you want to connect your shopify account to your own shipping carrier accounts, then refer to third-party carrier-calculated shipping rates to see more videos, visit our youtube channel shipping carriers and example rates managing shipping entirely from your home or business;; |
a fulfillment service is a third-party warehouse that prepares and ships your orders for you. using a fulfillment service is a great option if you don't want to have to deal with shipping, or if you've grown beyond your existing warehousing capabilities to a point where you can't ship items manually anymore want to use shopify shipping for your next fulfillment? you can buy a shipping label for your most recent order in your shopify admin understanding fulfillment services;; |
"you can set up the option for local customers to have their orders delivered. if a customer's address is in your delivery area, then the customer will have local delivery as an option at checkout to set up local delivery, you need to enable the local delivery option for each location that you offer delivery from. you can offer delivery within a set distance from your location, or for certain postal codes after you set up local delivery in your shipping settings, learn how to fulfill local delivery orders. you can choose to have you or your staff deliver orders, or use a third-party delivery service to use the local delivery option, your store needs to meet the following requirements have multiple location inventory enabled have custom checkout disabled shopify plus only for shopify plus stores that have a custom checkout url activated , the local delivery option could cause problems with your customizations. contact shopify plus support to enable and test the local delivery option with your checkout before you make it available to your customers if you have questions about the eligibility requirements, then contact shopify support after you enable the local delivery option, eligible customers have local delivery as a shipping option at checkout customers have local delivery as an option only if they meet the following requirements the customer's shipping address must be a customer whose shipping address is in gatineau, quebec could not use this option for a business in ottawa, ontario even if the location is within the delivery radius a customer can't choose to have some items shipped and some items delivered on the same order. instead, the customer should place two separate orders your customers can include delivery instructions at checkout and are required to leave a phone number so you can contact them you need to complete the following before you can offer local delivery local delivery works with shop pay, but doesn't work with other accelerated checkouts like apple pay, google pay, amazon pay, or paypal if your customer chooses an accelerated checkout method other than shop pay in the first step of the checkout, then they won't have local delivery as a shipping method. however, they will have the option to ship the package using your shipping rates if you previously set up local delivery by editing your shipping zones and rates, then you need to migrate your local delivery method stock inventory at each delivery location we recommend using caution if you are also using any third-party shipping apps as they could conflict with the new shopify local delivery method. third-party apps are those that are not made by shopify ensure that each person who is preparing items for delivery or marking orders as delivery has access to your shopify admin let each delivery location fulfill online orders you set up local delivery for each location that you want to offer delivery from. you can offer delivery within a distance radius, or you can offer delivery to select postal codes if your location is in a region that doesn't use postal codes, then you can set your delivery area using a distance radius to use a delivery radius, your business location must be verified. review and modify your location's address to make sure it's accurate if you choose a delivery radius, then you can choose to include neighboring states, provinces, or regions by enabling include neighboring states or regions. for example, suppose that your business is located in the southeast corner of california, 10 miles west from arizona. if you set your delivery radius to be 20 miles and enable include neighboring states or regions, then your delivery radius will extend 10 miles into arizona. if this setting is not enabled, then local delivery won't be available for customers in arizona the delivery radius won't extend into other countries, even with include neighboring states or regions enabled after you set up local delivery, you can start fulfilling local delivery orders from your shopify admin, go to settings shipping and delivery in the local delivery section, click manage next to the location where you want to offer local delivery. if you have several locations, then click show more to display all your locations you must already have a location set up before you can select it select this location offers local delivery in the delivery area section, use one of the following methods to set a delivery area m5v includes all postal codes from m5v1a1 to m5v9z9 m5v note the space character also includes all postal codes from m5v1a1 to m5v9z9 9732 includes all postal codes from 97320 to 97329 9732 note the space character also includes all postal codes from 97320 to 97329 optional if you want to only offer delivery on orders over a certain price, then enter the amount in the minimum order price section if you want to offer free delivery, then enter 0 optional in the delivery information section, enter a message to customers with details of your local delivery services after you set up local delivery, learn how to fulfill local delivery orders from the shopify app, tap store settings shipping and delivery scroll to local delivery and tap manage next to the location where you want to offer local delivery. if you have several locations, then tap show more to display all your locations in the delivery area section, select one of the following methods to set a delivery area you can add price-based rules to determine how much to charge for local delivery. you can set up to 3 additional rules to give your local delivery option more flexibility for example, suppose that you had a minimum order value of 5 usd. you could set the following rules the final rule in your set of conditions has no maximum order value limit in the local delivery section, click manage next to the location where you want to add conditional delivery rates. in delivery area, click add conditional pricing for each rule that you want to make, complete the following steps in the local delivery section, tap manage next to the location where you want to add conditional delivery rates. in delivery area, tap add conditional pricing by default, when you set up the local delivery option, you create a delivery area or zone. you can add up to 4 additional delivery zones based on distance radius or sets of postal codes. each delivery zone can have a separate set of conditional prices if you're using a distance radius, then set the delivery radius as the maximum distance for each zone for example, you could set the following zones if you have a customer located within 8km, then they will be charged 10.00. while both zones 2 and 3 apply to a customer located within 8km, the delivery price for zone 2 is less than zone 3, so the customer is charged the delivery price for zone 2 if you have a customer whose order is less than 20, then they aren't eligible for local delivery because zones 1, 2, and 3 all have a minimum order price of 20.00 be careful when setting the multiple zones and conditional prices. when a customer is located within multiple zones with multiple conditional prices, the customer is always charged the lowest applicable delivery price if you have several locations, then click show more to display all of your locations in delivery area, click create delivery zone enter a delivery radius or set of postal codes if you have several locations, then tap show more to display all of your locations in delivery area, tap create delivery zone to customize email notifications, you need to be familiar with liquid. if the liquid code in your notifications is not correct, then the notifications might not function properly. to learn more, refer to notification variables reference for local delivery, there are a number of different types of email notifications including you can only send out for delivery and missed delivery notifications using the shopify local delivery app you can also customize the templates for email notifications and sms notifications that customers receive after they place an order with local delivery for the order confirmation email template, you can add local delivery-related content by wrapping the content in the following liquid variable if deliveryinstructions! blank ; delivery instructions deliveryinstructions endif this variable displays the content of the delivery information field in your local delivery settings you can also include delivery information in the order confirmation notification by filling out the appropriate section in your shipping and delivery settings if you need to reset a template to its default, click revert to default from your shopify admin, go to settings notifications click the name of the notification that you want to change edit the email subject field and the body of the email message from the shopify app, go to store settings notifications tap the name of the notification that you want to change the shopify local delivery app makes the delivery of local orders by you or your staff more efficient. from the app, you can create order lists, map delivery locations, and optimize delivery routes. the app can be used from the shopify admin or from the shopify mobile app. use the mobile app as you deliver orders so that you can update the order status in real time you can install the shopify local delivery app from the shopify app store for more information, refer to the shopify local delivery app documentation use the companion shopify local delivery mobile app for ios and android to manage local deliveries, whether you're running a fleet of drivers or delivering orders yourself. this app connects to the local delivery app in shopify so that you can give drivers access to optimized routes for all your local deliveries, and lets you track delivery statuses from shopify.";; |
shipping can be one of the more complex parts of a business to set up and manage. it can also be one of the biggest costs that you have per order, and it can be difficult to know how much of that cost to pass on to your customers before you set up your shipping, it's a good idea to read about the different shipping carriers, the different shipping rates you can offer, and how to work with any dropshipping or fulfillment services. after you understand how shipping works in shopify, you're ready to create your general shipping rates, and use shipping profiles for any products that require unique shipping rates want to save time and money on shipping? you can use shopify shipping to buy and print shipping labels from your shopify admin visit the shipping and fulfillment 101 guide to learn more about shipping in shopify dropshipping and fulfillment services understanding and reducing processing time offsetting the environmental impact of shipping;; |
after you understand how shipping works, the next step is to set up your shipping strategy. you can use shipping, local delivery, and local pickup methods if you use shipping carriers to deliver your products, then you can add flat or calculated shipping rates to your general shipping profile that apply to all your products, or add products to custom shipping profiles with their own shipping rates for businesses with multiple locations, you can set shipping rates per location within each shipping profile for greater control over your shipping costs if you want to offer local methods for customers to receive their products, then you can set up pickup and local delivery if you need help with configuring your shipping settings, then you can hire a shopify expert. experts can help you to set up shipping options, including curbside pickup, local delivery, shipping zones and shipping rates set up pickup and local delivery third-party carrier-calculated shipping rates offset your carbon emissions by using the offset app;; |
sofort is a direct and secure bank transfer payment method for shopify payments. when a customer selects sofort as their payment method, they need to log in to their account and use a two-factor authorization code to verify the payment to enable sofort for your online store, you need to use shopify payments. sofort works only when shopify payments is active. it doesn't work when shopify payments is in test mode sofort is available only to merchants in germany who sell in euros merchants in germany can accept sofort payments from customers in austria, belgium, germany, italy, the netherlands and spain before sofort can be activated, you have to set up shopify payments sofort must be approved before you can use it. when you activate shopify payments, sofort automatically goes into the approval process, which takes up to 48 hours when sofort completes the approval process, a message appears below the sofort option on your shopify payments page with sofort the payment is authorized when a customer places an order and uses sofort to pay. a bank transfer from your customer's bank account is initiated after the authorization. the bank transfer can take from 2 to 14 days, but usually takes 3 business days. funds are not guaranteed until they have been received by you. during this period, the payment status in the shopify admin shows as payment pending. it switches to paid when the funds have transferred. you can decide whether you want to fulfill the order before you have received the funds, as the customer has in effect already paid the outstanding amount to sofort a customer can't cancel a payment with sofort after the payment has been authorized. the only way to reverse a transaction with sofort is to refund the order. if you refund a transaction that was processed by sofort, then you are not refunded the processing fee charged to you by shopify payments when a customer pays for an order using sofort, a chargeback can't be filed for the order when a customer visits your online store and makes a purchase, they see sofort as a payment option during the checkout process if your customer wants to use sofort to pay, then they select it in the checkout. when they select sofort, they are redirected to their sofort account to complete the purchase.;; |
ideal is a direct and secure bank transfer payment method for shopify payments. when a customer selects ideal as their payment method, they need to log in to their ideal account to verify the payment to enable ideal for your online store, you need to use shopify payments. ideal works only when shopify payments is active. it doesn't work when shopify payments is in test mode you must deactivate any conflicting alternative payment gateways before you can enable ideal you must sell in euros and use shopify payments to receive payments using ideal. you must also be located in one of these regions you must use a business bank account in europe to offer ideal payments on your online store. transactions using ideal can be made in euros only, so you must configure eur as your trading currency on your general settings page before ideal can be activated, you need to set up shopify payments. after you activate shopify payments, ideal is automatically connected to your store and available to your customers when a customer places an order and uses ideal to pay, the funds are paid to you on your next payout. to learn more about being paid with shopify payments, see shopify payments pay periods if you refund a transaction processed by ideal, then you are not refunded the processing fee charged to you by shopify payments. payments made with ideal can be refunded within 180 days of the original charge when a customer pays for an order using ideal, a chargeback can't be filed for the order when a customer makes a purchase from your online store, ideal is a payment option during the checkout process if your customer wants to use ideal to pay, then they select it in the checkout. after ideal is selected, your customer is prompted to select their bank account. the customer is then redirected to their bank account to complete the purchase.;; |
customers can use the bancontact app to pay for their purchases directly from their bank account. because the funds are debited immediately, customers can't cancel the payment. the amount due is sent from their online bank to you on your next shopify payments payout you must deactivate any conflicting alternative payment gateways before you can enable bancontact only merchants in the following regions who sell in euros and use shopify payments can receive payments using bancontact;; |
there are no additional charges, interest rates, or late fees installments are only available for orders between 50 and 1,000 usd, including discounts, shipping, and taxes shop pay installments can't be customized for each product because it's available for all products in your store within the eligible price range, excluding gift cards customer's can't buy gift cards using shop pay installments if a customer has questions about their loan, making a payment, or managing their account, then you can give them with the link to the installments help center if a customer has questions about shop pay or the shop app, then you can give them the link to paying in installments with shop pay;; |
use this page to learn about the buyer experience for customers checking out using shop pay installments. shop pay installments lets customers split their purchase into 4 equal installment payments. the customer can choose this option when they checkout using shop pay after a customer selects shop pay installments, they review their purchase and are presented with one of the following options the 3 remaining payments are charged to the customers debit or credit card every 2 weeks. customers will get an email reminder before each payment is charged your customer's credit scores aren't affected if they use shop pay installments. however, if the customer doesn't pay their installment, or they make a late payment, then their eligibility for making purchases using shop pay installments in the future is affected.;; |
shopify supports two types of third-party payment providers direct payment providers and external payment providers to find out if a third-party payment provider is available in your region, see shopify payment gateways a direct payment provider is a form of payment that is included on the shopify checkout. your customer completes their payment on the shopify checkout, and is not redirected at any time during the checkout process an external payment provider integrates with shopify. when your customer completes their order, they are redirected away from the shopify checkout to complete their payment with the external payment provider. when payment is complete, your customer is redirected back to your store to view their order summary and confirmation page for example, if you use an external payment provider, your customer sees the checkout of that payment provider when they are paying for their order.;; |
cryptocurrencies are a form of digital or virtual currency that can be transferred directly from person to person over the internet. cryptocurrencies provide the following advantages to merchants to accept cryptocurrencies, enable one or more of the following alternative payment methods from the payment providers page of your shopify admin after you enable a payment method that supports cryptocurrencies, you can accept bitcoin, ethereum, litecoin, amongst 300 digital currencies you'll still be charged transaction fees each time a customer makes a purchase using this payment method, unless you also activate shopify payments enabling an alternative gateway will not impact your existing gateways. each cryptocurrency gateway has a dedicated support channel that should be contacted for issues with registration or payments.;; |
klarna is a direct and secure payment method that offers multiple payment options for shopify payments. klarna is available only to merchants in the following countries or regions with klarna pay later, klarna pay now, and klarna slice it, your customers can choose to pay for their orders with a variety of options. these different payment options let customers pay immediately, by invoice, or through installments using direct debit or credit card. using klarna on shopify payments provides a safe and easy checkout experience for your customers klarna payment options appear only for customers that check out using their email address. if your customer checks out using their telephone number, then klarna payment options don't appear klarna's payment options are enabled by default when you set up shopify payments. klarna reviews your business before you can accept payments through their payment options. you can adjust which klarna options are available to customers at any time when a customer places an order and uses a klarna payment option to pay, the funds are paid to you in your next shopify payments payout klarna works differently with shopify payments than the usual checkout process. for example, if a customer pays using klarna pay later, then they'll arrive at klarna's checkout page to create a new account or log into an existing one. the payments are handled directly within the klarna interface, and not through your store checkout. if the customer has any issues or questions, then they must contact klarna directly. you are paid as usual within shopify payments if you refund a transaction processed by klarna, then the processing fee charged to you by shopify payments isn't refunded. transaction fees vary based on which billing plan your store is on. for more information about pricing, refer to the shopify pricing page for sweden or the shopify pricing page for germany klarna allows refunds to be processed within 180 days of the initial charge of an order. if 180 days have passed from the date of the initial charge, then it's no longer possible to refund through a klarna payment option. if you want to refund an order after 180 days, then work with the customer to return the funds to them using an external service if a chargeback is opened against an order, then the customer is encouraged to contact you directly. klarna contacts the customer if the dispute is not resolved after 21 days. klarna then contacts you by email about the dispute. you have 7 days to respond to the dispute notification from klarna. to learn more about chargebacks with klarna, refer to klarna's buyer protection policy klarna payment options are shown only in euros eur at checkout to customers in the following countries or regions if your customers are in denmark, sweden, or the united kingdom, then they can't check out in eur. customers in these countries need to use their local currencies klarna pay later is an invoicing payment method for shopify payments. when a customer selects klarna pay later as their payment method, they agree to pay for their purchase at a later date. the customer can sometimes choose between a two-week or a two-month pay-back schedule. klarna pays for the order immediately and the funds are included in your next shopify payments payout klarna pay later is available to merchants in austria and germany who sell in euros, and to merchants in sweden who sell in swedish krona or euros in your payment settings, you can choose to capture payments automatically when an order is placed, or to capture them manually within 28 days of an order. by default, your payments are captured automatically. when you capture a payment, the funds are provided to you immediately by klarna, and a link is emailed to the customer. the customer uses the link to pay klarna for their order. they have up to 14 days to pay, depending on their offer at checkout after receiving their order, a customer also has up to 14 days to decide whether they want to keep it, based on the klarna buyer protection policy. if you offer your customers the option to pay with klarna, then set your payment settings to capture payments manually and wait to capture a payment until after the order is fulfilled. if you use this workflow, then the customer receives their payment link close to when they receive their order, and the 14 days that they have to pay closely match the 14 days they have to decide to keep the order. in addition to manual payment capture, clearly communicating your shipping timelines can be a valuable tool to make sure that customers are aware of any possible issues that might not perfectly align with this method of payment you can change the way that you capture payments in the payments section of your shopify admin. the manual capture option applies to all payments, not just those from klarna. if you don't capture a payment within 28 days of an order, then the payment expires and becomes void klarna pay later is available only to customers in austria, denmark, finland, germany, netherlands, sweden, and the united kingdom after the customer selects klarna pay later, they're redirected to klarna's website to choose when to pay for their order if a customer accidentally transfers the remaining balance directly to you instead of klarna, then you must cancel and refund the order. then, replace the order with a duplicate draft order marked as paid as the full amount has already been paid to you by the customer and archive the order. this lets klarna receive a refund and cancel their own invoice. it also ensures that your sales stats and inventory are returned to the correct figures if you don't follow this process, then klarna continues to pursue the customer for the missing funds. your customer is charged an additional fee if they choose a longer period of time to pay for their order klarna pay now lets customers pay for their order using their online banking details. klarna pay now connects with the customer's bank account and the funds are immediately debited from their bank account. you receive the funds in your next payout klarna pay now is available only to merchants in austria who sell in euros, and to merchants in sweden who sell in swedish krona or euros you can manually capture your authorized klarna pay now payments. if you have configured your settings to capture funds manually, then you don't automatically receive money from orders paid for with klarna pay now. to get paid, capture the payment manually as soon as it's authorized. when you capture your payment manually, you're charged the shopify payments transaction fee based on the amount captured at that time klarna pay now is available only to customers in austria, denmark, finland, netherlands, and sweden after the customer selects klarna pay now, they're redirected to klarna's website to pay for their order. the klarna website prompts your customer to sign up with their credentials if they are using this payment option for the first time, or sign in to their account and use their linked bank account to pay for the order with klarna slice it, you can offer your customers the ability to pay with financing. customers pay the amount due in installments over 6 to 36 months, with or without interest. klarna slice it covers all fraud and financial risks that arise when offering your customers the option to pay over time klarna slice it is available only to merchants in sweden who sell in swedish krona or euros you can manually capture your authorized klarna slice it payments. if you have configured your settings to capture funds manually, then you don't automatically receive money from orders paid for with klarna slice it. klarna slice it is available only to customers in austria, denmark, finland, germany, netherlands, sweden, and the united kingdom after the customer selects klarna slice it, they're redirected to klarna's website to choose what installments they want to use to pay for their order a credit check is completed to assess whether your customer is eligible for financing and what their available monthly installments options are. the actual payments are captured at a later time. the payments are made in the klarna app or customer portal through another payment method such as a credit card. your customers can also choose to link a bank account to their klarna account some additional fees might apply for your customer if they choose klarna slice it. to find out more about the additional fees visit klarna's website.;; |
only stores using shopify payments can use this feature. for a list of supported countries, refer to shopify payments requirements when you sell to multiple countries and regions, your customers can view prices in your store, pay for their orders at checkout, and receive refunds in their local currency. you can choose to have prices converted automatically using the current market exchange rate, or converted manually using an exchange rate that you choose if your store is on the shopify plan or higher, then you can also control prices in different countries or regions using international pricing if your theme doesn't come with a currency selector, then you can add a currency selector so that customers can select their local country or region. you can also use shopify's geolocation app to prompt customers to switch to their local pricing some multicurrency apps and some themes with built-in currency conversion aren't compatible with shopify payments multiple currencies the following list of limitations and exclusions apply when selling in multiple currencies selling in multiple currencies is only supported by shopify payments, which includes apple pay, google pay, and paypal. orders that are placed using other third party payment providers are processed in your store's default currency selling in multiple currencies is supported in your online store and in a headless environment using the storefront api. shopify pos supports your store currency only. you can't sell in multiple currencies in any other channels with draft orders, multiple currencies are available only for draft order invoices. mark as paid, mark as pending, and pay by credit card options are available only in your store's currency some banks and credit card issuers may charge customers extra international transaction fees even if the credit card is charged in local currency you can view your reports only in your store currency some currency conversion apps in the shopify app store aren't compatible with selling in multiple currencies with shopify payments. some apps can cause prices to be displayed in a customers chosen currency, but at checkout the currency reverts back to the store's default currency. you should use the geolocation app by shopify to help customers browse your store in their local prices if you sell internationally, then you can include or exclude taxes in your product prices based on your customer's location. customers in some countries, such as the united kingdom, expect prices to include taxes, while customers in other countries, such as the united states, expect taxes to be added at checkout to display your prices as buyers in different countries expect them, enable location-based tax settings in your admin if you've set up tax registration for a country or region, then shopify automatically includes the local tax rate in your storefront prices for the following countries and regions. all other countries and regions have their prices displayed without taxes included learn more about including or excluding taxes based on your customer's location you can accept and refund payments in the following currencies;; |
"shopify payments transfers funds to the bank account you have entered on the payment providers page in your shopify admin. the account you use to accept payouts needs to be a full checking account, or a current account in the uk and ireland. for more information on the bank accounts that you can use, see setting up shopify payments you can't receive funds if your payout is below 1, 1, or 1, depending on which currency you use in your store. the funds are added to your next payout that meets this requirement the time it takes for shopify payments to transfer funds to your bank account depends on your pay period. we can't decrease an individual account's pay period, but we're actively working to reduce pay periods for all accounts. you can see all the transfers to your bank account that shopify payments attempts on the payout schedule in shopify admin business days are monday to friday, except federal holidays for merchants in the united states, and statutory holidays for merchants in canada, the united kingdom, ireland, australia, and new zealand. the day a customer places an order on your store is determined from the time that the order was placed in the utc time zone we transfer funds every day, but most banks only process the transfer on business days. this means that if funds were sent to you on a holiday or a weekend, then you'll probably see the money in your bank the next day your bank is open. for transfers sent on business days, you should be seeing the funds by the next day if the transfer was submitted on a business day and you don't see the money in your bank account within a couple of days, this likely means the transfer failed. banks can take up to 3-5 business days to inform us about failed transfers, at which time we send out a failed payout notification if enabled in the shopify payments account settings and update your admin banner with the reason for the failed payout when a transfer fails, payouts to your bank account are put on hold until the issue is resolved. to resolve an issue causing your transfers to fail, follow the instructions on the transfer failed banner on your payouts page. for example, you might be prompted to update your banking details, or to click retry payout if you update your bank account to a valid checking account, then the failed transfers are automatically retried within the next 72 hours. if your current account is valid and you're unsure why the transfer failed, then you should contact your bank to investigate the issue. for more on failed payouts, see getting paid with shopify payments in certain cases your orders are subject to a 30-day payout period due to the products you sell. this payout period is required by our payment partner for some businesses. you are directly notified if your account requires a 30-day payout period instead of a normal payout period when a shopify payments account is on hold, the shopify account holder is sent an email with additional information. to resolve the issue, review this email and reply directly to it no, chargebacks are your responsibility. shopify can assist you by providing supporting documentation to dispute the chargeback, but it is the cardholder's bank that makes the decision regarding a chargeback outcome. shopify can't change or appeal the bank's decision there's no limit to the amount you can accept each month or per transaction through shopify payments, and your funds are transferred to your bank account on the same schedule, regardless of volume in rare cases, we might request an additional reserve. if this is something that we feel might be necessary for your business, our underwriting team contacts you directly to discuss this the increased security that banks offer with multiple signors is used to protect changes to the account itself, not regular transactions in and out of it. if your account is set up to receive automated clearing house ach transfers, then shopify is able to transfer funds to it yes, there are some kinds of businesses and services that can't use shopify payments. see prohibited businesses and check the list of prohibited business types for the country where your business operates terms of service tos for shopify payments and related legal documents are available from shopify legal contact shopify support if you want to transfer ownership of your shopify payments account. if you sell your store using shopify's exchange marketplace, then the process is taken care of by the exchange team yes, if you are located in the united states and using shopify payments, then you can pay your shopify subscription bill with your shopify payments account balance the currency you can sell in depends on the country where your business is located. see supported currencies for the list of country and currency pairings that shopify payments supports yes, but you need to make sure your bank account is compatible. to learn more about bank account requirements for your currency, see setting up shopify payments you can receive payouts in a different currency than the currency that you sell in while using shopify payments. for more information, see selling and getting paid in different currencies domestic cards are credit cards that are issued and used in the same country or region of your business. this means that the financial institution that issued the credit card is in the same country or region that your business is in for example, your business is located in japan, and a customer makes a purchase using a credit card from japan. this is a domestic credit card purchase international cards are credit cards that are issued and used in a different country or region than your business. this means that the financial institution that issued the credit card is in a different country than your business for example, your business is located in germany, and a customer makes a purchase using a credit card in the united states. this is an international credit card purchase, because the customer's credit card is from a country or region that is different from where your business is located if your online store is based in the united states and you process payments by using shopify payments, then you're charged a 1 cross-border fee on all sales made with a credit card issued in another country european cards are credit cards that are issued and used in specific countries and regions in europe. this means that the financial institution that issued the credit card might be in a different country or region than your business. european cards are treated the same way that domestic cards are treated for example, your business is located in the netherlands, and a customer makes a purchase using a credit card in ireland. this is a european credit card purchase. your customer's credit card is a european credit card, because it was issued in a supported european country or region the list of countries and regions that are supported as european cards are the current australian gst rate of 10 is charged on all transactions that are processed through shopify payments in singapore, the current gst rate of 7 is charged on all transactions that are processed through shopify payments you can export a spreadsheet of your transactions that shows how much gst you've paid shopify payments fees do not include value-added tax vat for stores in europe with the exception of ireland. you may need to account for vat at the local applicable tax rate on your vat return for stores in ireland, 21 vat will be charged in addition to the shopify payments fees until february 28, 2021. starting march 1, 2021, the vat rate will increase to 23 on september 14, 2019, the revised payment service directive, also known as psd2, was introduced in all countries in the european economic area eea and the united kingdom. there is an expected 18-month transition period for online stores in the affected countries to become compliant with psd2 psd2 introduces new, strict security requirements for electronic payments to reduce the risk of fraud. you will be psd2 compliant if you use shopify payments through our integrated 3d secure checkout 3d secure is an additional security layer for online credit and debit card transactions. it adds an authentication step for online payments by redirecting the user to the card issuer's domain, then back to the online store's domain to complete payment. online stores in countries under the psd2 directive require 3d secure checkout integrations in order to be compliant with the the psd2 directive if you're using shopify payments or stripe as a payment gateway, then you're automatically using a 3d secure checkout flow. shopify payments is optimized to minimize the use of 3d secure, and only uses 3d secure when required by the issuing bank in order for a transaction to be authorized successfully if you're using a third-party gateway and require 3d secure, then you can use cardinal as a 3d secure provider businesses in the united states can accept visa, mastercard, american express, jcb, discover, elo, and diners club debit and credit cards businesses in australia, hong kong sar, ireland, italy, new zealand, singapore, spain, and the united kingdom can accept visa, mastercard, and american express debit and credit cards businesses in japan can accept jcb, visa, mastercard, and american express debit and credit cards businesses in canada can accept visa, mastercard, and american express debit and credit cards. additionally, businesses in canada using the shopify pos can accept interac debit cards for in-store tap transactions for up to 100 cad using the tap chip card reader businesses in denmark can accept visa, mastercard, and american express debit and credit cards. if you want to accept payments using mobilepay, then you need to enable an alternate payment provider in your shopify alternative payment methods settings. these businesses can also accept bancontact businesses in germany can accept visa, mastercard, and american express debit and credit cards, bancontact, as well as payments using sofort and klarna pay later businesses in the netherlands can accept visa, mastercard, and american express debit and credit cards, bancontact, as well as payments using ideal businesses in the belgium can accept visa, mastercard, and american express debit and credit cards, as well as payments using bancontact, and ideal businesses in sweden can accept visa, mastercard, and american express debit and credit cards, as well as payments using klarna pay now, klarna pay later, and klarna slice it. you can capture a payment only once for an order, and the payment can't be more than the order's authorized amount. this means that your customers can't add to an existing order. if they want to add more products after an order has been placed, then they need to make a new order many banks display charges immediately when an attempt for payment is made, even if that payment fails. most of the time, failed payment attempts appear as pending charges; however, some banks display them as regular charges. these charges, regardless of their status, appear for a short period of time before they are reversed. the amount of time that the charge appears on the customer's account depends on the bank, but is typically 3-5 days. if a charge remains on the customer's account for more than 5 business days without an order, then contact shopify support for assistance approximately 510 business days. although we submit any refund that you make to your customer's bank immediately, your customer's bank must still process the refund and apply it to their account. processing time can vary between banks refunds might appear in the form of a reversal. in the case of a reversal, the original payment is removed from your customer's bank statement, and a separate credit is not issued inside the authorization period, when a customer is refunded either partially or in full, the customer might not see a line item on their statement for a refund because we adjust the capture amount for the charge when it settles. they might still see the charge as pending on their statement until the period expires if you would like help in determining the status of a refund that you have processed, then contact shopify support for a refund reference number if you're using shopify payments and you issue a refund, then the amount is deducted from your next available payout if you're using shopify payments and your payout doesn't have enough funds for a return, then there are different outcomes depending on where you are located. austria, denmark, germany, hong kong, ireland, italy, netherlands, singapore, spain, sweden, new zealand, and the united kingdom, the remainder of the refund is deducted from the next payout until the refunded amount is covered united states, canada, and australia, the balance is debited from your bank account on the day of the payout a refund takes up to 10 business days to be credited back to your customer if a negative balance payout fails, then the payout is tried again in 3 business days. for more information about issuing refunds with shopify payments, refer to the shopify payments faq if you refund an order to store credit by using shopify pos, then you can refund the amount to the original payment method later on. for more information about shopify pos, refer to point of sale if your shopify payments account displays a negative balance, then you might not be able to issue a refund. refunds are listed as pending until you have made enough sales to have a positive balance in your shopify payments account, and then you can successfully issue a refund after you've issued a refund, it can't be canceled if the card that you have refunded is expired or canceled, the customer's new card is credited with the refund. in the rare case that the customer doesn't have a new card, the bank usually sends the refund to the customer's bank account there's no time limit to issue a refund but you might not succeed in returning the funds after 120 days a chargeback happens when a credit card company refunds a charge to the card holder at your expense. a chargeback can't be refunded once the process started and the funds are taken from your account by the bank. if the chargeback is only an inquiry and the funds haven't been taken by the credit card company, then a refund is possible but not recommended. the credit card company refunds the customer directly if you lose the chargeback inquiry when a chargeback is filed, shopify payments is debited the full amount of the charge fee to help cover the cost of processing the dispute. you can submit evidence to have a dispute resolved in your favor. if you end up winning the dispute, then we return the full amount including the chargeback fee to you yes, though only your customer can do so. if you've talked to your customer and they've agreed to drop the dispute, then you should tell them to contact their bank and say that they want to drop the chargeback. you should also submit evidence to the customer's bank, including the statement where the customer said they would drop the charge. you could include evidence such as you can submit additional evidence to your response at any time before the chargeback due date. the due date varies from 7 to 21 days after the chargeback or inquiry is filed. for information on viewing and adding evidence to a chargeback, see managing chargebacks and inquiries there are several possible reasons. when we submit a charge to your customer's bank, they have automated systems that determine whether or not to accept the charge. these systems take various signals into account, such as your customer's spending habits, account balance, and card information like the expiration date and cvv these signals are constantly changing, so a previously successful card might be declined in the future. even if all of the card information is correct, and your customer previously had a successful payment, a new charge can still be declined by a bank's fraud systems we show as much information as we receive from your customer's bank about a decline in the order history. most declines are generic, so we don't have much information as to why a charge was declined if the card information seems correct, then it's best to have your customer contact their bank, ask for more information, and ask for future charges to be accepted the correctness of the card number, expiration date, and the cvv are the primary factors used by the customer's bank when deciding whether or not to accept a transaction. the influence of other data that you collect, like the address or name, varies by card brand. for example, only american express consider the customer's name collecting the cvv can significantly improve your decline rates. if you're not collecting cvvs and you're having issues with declines, then requiring the cvv can be a quick fix.";; |
shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? when you get a chargeback or inquiry on an order made with shopify payments, shopify collects evidence and sends it to the credit card company on the due date. before shopify sends the response, you can add additional evidence in the shopify admin. after the evidence is submitted, the chargeback or inquiry is resolved within 120 days chargebacks are decided by the cardholder's bank. shopify is not able to influence or revert this decision. shopify can assist you by providing information to dispute the chargeback. refer to our section about chargebacks for more information to manage your chargebacks and inquiries in the shopify admin, you need to be using shopify payments from your shopify admin, go to orders click the order that's being disputed in the chargeback banner, click submit response from the shopify app, tap orders tap the order that's being disputed in the chargeback banner, tap submit response in the chargeback banner, tap submit response the type of evidence that you should add depends on the reason for the chargeback from the select a filter... drop-down menu, select chargeback and inquiry status from the select a value... drop-down menu, select open you see a list of all the orders with chargebacks or inquiries that shopify hasn't sent to the credit card company yet the status of a chargeback or inquiry explains which part of the process it's in. a chargeback or inquiry can be in one of the following states you have the best chance of recovering lost sales from chargebacks when you use chargeback responses compiled by shopify for each affected order. you can add additional evidence directly from shopify, and then shopify sends it to the credit card company.;; |
shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? the currency that your customers use to pay for their orders can be different from the currency of your payouts from shopify payments. that is, your store currency can be different from the currency of your bank account suppose that your store is located in europe, but the majority of your customers are in the united states. if you sell to a lot of americans, then set your store currency to united states dollars usd. if you need to pay your suppliers and employees in euros, then set your payout currency to euros eur. alternatively, you can open a separate bank account that accepts usd currency, but then you have to manage both accounts and move your funds between them learn more about selling in multiple currencies with shopify payments your store uses the following currencies store currency - the currency of your shopify admin and your reports. for example, this is the currency that you use when you set prices for your products. although your payouts can only be in your local currency, your store currency can be any that are listed in the currency selector in your store settings. see changing your store currency for more information payout currency - the currency that shopify payments uses when it deposits money into your bank account. your choice of payout currency depends on the location of your store. your payout bank account needs to be located in the same country as your store. for example, if your store is located in canada but you want to be paid in usd, then you need a usd account that is based in canada shopify payments supports the following country and payout currency pairings a currency exchange rate and a conversion fee are applied when a payment is captured or when a refund is issued. in your shopify admin, you can view if your country supports multiple payout currencies, then you can change your payout currency to another supported currency. to receive the payouts, you need to have a bank account in the currency that you want to be paid in. for example, if your store is located in canada, and you want to be paid in us dollars usd, then you need to have a bank account that accepts usd to change your payout currency, update your shopify payments banking information on the payment providers page in your shopify admin your store currency is the currency that is used in your shopify admin. it's the currency that you price your products in and that's used in your reports. if you change your store currency, then your reports can be affected. after you have launched your store and have made sales, you need to contact shopify support to change your store currency you can view and change your store currency from the store currency section of the general settings page you should review any potential legal or tax implications involved with selling in a currency that is different from the one associated with the country where your store is located.;; |
shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? to test your shopify payments setup, enable the test mode and use test credit cards to simulate payments test mode is a feature of shopify payments. you can use it to test how your customers pay for their orders, and to test how you and your staff process those orders. while test mode is enabled, you cannot use real credit cards to pay for orders. some local payment methods, such as sofort and ideal, aren't available in the checkout when test mode is enabled. for these reasons, you shouldn't enable test mode on a store that is in production don't fulfill any test orders, because you are charged for any shipping labels that you purchase. if you use an app that automatically fulfills orders, then deactivate it before you create test orders after you are finished testing shopify payments, disable test mode so that your customers can pay for their order using their real credit cards if you're not using shopify payments and you want to test the checkout process, then you can place a test order by using the shopify bogus gateway simulated transactions don't appear in your payouts or reports to see more videos, visit our youtube channel before you can create test orders, you need to enable the test mode for shopify payments in the shopify payments section, click manage in the test mode section, select enable test mode you can create orders and then simulate transactions by using a test credit card number. there are test numbers to create successful transactions, failed transactions, and transactions in different currencies the test purchase amount needs to be greater than the equivalent of 1 usd in any currency to simulate a successful transaction, use the following information when you are asked for credit card details at checkout if you want to see the credit card error messages that might be displayed to a customer during checkout, then you can use these test credit card numbers to simulate different failed transactions;; |
shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? after you set up shopify payments, your customers can make credit card payments on your store. you can activate shopify payments from the payments page in the shopify settings. when you set up shopify payments, you need the following information depending on your region, there may be additional information needed to set up shopify payments with shopify payments you're automatically set up to accept all major payment methods as soon as you create your shopify store. your card rate is based on your store's shopify subscription plan, and you can change plans whenever you want businesses in the united states can accept visa, mastercard, american express, jcb, discover, elo, and diners club debit and credit cards businesses in australia, hong kong sar, ireland, italy, new zealand, singapore, spain, and the united kingdom can accept visa, mastercard, and american express debit and credit cards businesses in japan can accept jcb, visa, mastercard, and american express debit and credit cards businesses in canada can accept visa, mastercard, and american express debit and credit cards. additionally, businesses in canada using the shopify pos can accept interac debit cards for in-store tap transactions for up to 100 cad using the tap chip card reader businesses in denmark can accept visa, mastercard, and american express debit and credit cards. if you want to accept payments using mobilepay, then you need to enable an alternate payment provider in your shopify alternative payment methods settings. these businesses can also accept bancontact businesses in germany can accept visa, mastercard, and american express debit and credit cards, bancontact, as well as payments using sofort and klarna pay later businesses in the netherlands can accept visa, mastercard, and american express debit and credit cards, bancontact, as well as payments using ideal businesses in the belgium can accept visa, mastercard, and american express debit and credit cards, as well as payments using bancontact, and ideal businesses in sweden can accept visa, mastercard, and american express debit and credit cards, as well as payments using klarna pay now, klarna pay later, and klarna slice it. you can receive payouts in a different currency than the currency that you sell in while using shopify payments. for more information, see selling and getting paid in different currencies shopify payments costs vary based on your plan. you can lower credit card rates by upgrading your subscription with shopify. you can see the full list of pricing broken down by plan on shopify's pricing page beyond the credit card rate and the subscription fees for your store's shopify subscription plan, there are no monthly fees, no hidden fees, and no setup fees for shopify payments. when you're using shopify payments as your processor, there are no transaction fees for orders for stores located in most countries if you're located in austria, belgium, or sweden, then you're only charged transaction fees on orders processed through a third-party payment provider if you decide to change your plan at any time, then your shopify payments credit card rate is updated. when you activate shopify payments, you stop paying the subscription transaction fees listed on shopify's pricing page. likewise, if you're using shopify payments and switch to another payment processor, then you begin paying the subscription transaction fees to shopify. these fees are over and above the fees paid to your new third party payment processor the total fees for each payout and pending transaction are displayed in the transactions table. you can either view the information in browser or export to a csv file exported csv files that contain 50 transactions or fewer will be downloaded by your browser. exported csv files that contain more than 50 transactions will be emailed to you and the shopify store owner from your shopify admin, go to settings payments view payouts select the range of transactions you want to export and the type of csv file, then click export balance transactions the csv file will contain the following information in response to regulatory changes in your country, you're required to provide information about you and your business. the information is collected to help identify merchants using shopify payments, including the beneficial owners of a particular corporate entity. these regulations are required for companies that process payments or otherwise handle money and require these companies to collect information to identify their customers. the purpose of collecting this information is to comply with regulatory requirements designed to prevent money laundering, terrorist financing, and other financial crimes as local rules and regulations evolve, shopify and its partners may reach out to collect additional information about you and your business make sure that your bank account meets the following requirements before you connect it to shopify payments savings accounts, flex-currency accounts, virtual accounts, and money-transferring services that mimic bank accounts are not supported by shopify payments each region also has local requirements that the bank account must adhere to most checking accounts can accept the electronic bank transfer types listed above. checking accounts that are set up to accept only wire transfers don't work with shopify payments. to confirm that your account can accept the transfer type listed for your region, contact your bank you must complete the setup of your shopify payments account, including all your business details and banking information, within 21 days of your first sale. if your account is not set up within 21 days, then all payments are automatically refunded to the buyer before you set up shopify payments, you should decide on your store currency. your store currency is the currency that is used in your shopify admin. it's the currency that you price your products in and that's used in your reports. you should select a store currency before you make your first sale. if you need to change your store currency after you've made your first sale, then contact shopify support to change your store currency only the store owner can change the payment provider enter the required details about your store and your banking information, then click save if your store is located in europe, then you need to either provide a value-added tax vat number or indicate that you don't have one. if you provide a vat number, then shopify verifies it through vat information exchange system vies when setting up a shopify payments account, it's important that the form is correctly and completely filled out to reduce the possibility of verification issues from our banking partners in the future in the business details section, choose the business type. if applicable, add in your business number, ein, or taxpayer identification number tin depending on which country your business is located in. the address in this section should be the address listed on any business creation documentation that you have if you set up the shopify payments account as a llc or incorporation, then you still need the name and date of birth of someone in the business listed under personal details. this is a requirement from our banking partners for verification purposes the first and last name provided must match what's shown on your legal government-issued id. if you choose to enter the store name or an alias, then the account won't be verified when you submit your id for verification in the future the request for id, documentation, and date of birth are under section b1-3 of the shopify payments terms of service agreement. to review our terms of service in full, scroll to the bottom of the page and choose your country after you set up shopify payments, you can configure your settings or make a test transaction on your store if you want to transfer ownership of your shopify payments account, then contact shopify support. if you sell your store using shopify's exchange marketplace, then the process is taken care of by the exchange team some payment methods for shopify payments must be approved before you can use them. when you activate shopify payments, the approval process for applicable local payment methods and credit card methods begins automatically. a payment method remains in manual review status while your application is reviewed. if your application is approved, then you can begin using the payment method.;; |
local payment methods are direct and secure payment methods offered in specific regions for merchants who use shopify payments you must deactivate any conflicting alternative payment gateways before you can enable local payments methods; |
paypal allows payment through credit cards, bank accounts, buyer credit, or paypal account balances you can use paypal as a payment provider for customer checkout and processing for your shopify store. depending on your store's location, you might be able to use paypal to pay your shopify bills. for more information, see billing faqs buyer credit is available only for your customers with paypal accounts based in the united states or the united kingdom. there is no additional setup required to enable buyer credit for your customers paypal is one of shopify's default payment providers. as soon as you open a store, you're given a paypal express checkout account with the email you used to sign up for your shopify store. before you can collect payments for orders made with paypal, you need to set up your paypal account you're charged transaction fees each time a customer makes a purchase using this payment method, unless you also activate shopify payments. with shopify payments enabled, you aren't charged transaction fees on orders for stores located in most countries you're charged transaction fees each time a customer makes a purchase using paypal, unless you also activate shopify payments. for stores in austria, belgium or sweden, transaction fees are waived only for orders processed by shopify payments or its klarna integration, so you're charged a transaction fee for orders using paypal and other alternative payment providers. for stores in austria or belgium, transaction fees apply to all third-party payment providers, even if shopify payments is enabled.;; |
shopify help center requires javascript and a modern browser. we recommend the latest version of chrome, however the latest versions of safari, firefox and edge are also compatible if you are already using the latest version of a supported browser, then please enable javascript and refresh the page.;; |
when you let your customers use credit cards on your store, there is a chance of getting chargebacks or inquiries. still, you can follow some general steps to prevent chargebacks and inquiries different types of chargebacks and inquiries can also be prevented in specific ways;; |
if your store is on the shopify, advanced shopify, or shopify plus plan, then you have access to detailed reports about your customers. with the following reports, you can gain helpful insights about your customers, including their average order count, average order totals, and expected purchase value if your store is on the advanced shopify or shopify plus plan, then you also have access to the following reports because of the way that the customer reports are generated, they might not show all the activity on your store from the past 12 hours. however, when you open the first-time vs returning customer sales report report, the data is up to date, give or take a few seconds. you can reopen or refresh the report to show newer data the customers reports are limited to 250,000 customers. if you need to access customer data for more than 250,000 customers, then you can set up and use google analytics. to learn more, go to working with google analytics. however, you can export all your customers from the customers page in your shopify admin the data in customer reports is based on the entire order history of the new customers in the report, not only the orders that were placed during the selected timeframe. for example, if you view a report for november only, then a new customer from that month still shows as a repeat customer, even if they made their second purchase in december the customers over time report shows how many customers placed orders with your store you can select a unit of time in the group by drop-down menu to control how the data is grouped the report table shows two rows for each time unit when there are both types of customer one for first-time customers, and one for returning customers. a first-time customer is a customer who placed their first order with your store. a returning customer is a customer who placed an order, and whose order history already includes at least one order for each time unit you can see the following data the first-time vs returning customer sales report shows the value of orders placed by first-time and returning customers you can click group by to select the time unit that you want to view the total sales by in the graph hour, day, week, month, quarter, year, hour of day, day of week, or month of year. the time unit specifies how the total sales are grouped the customers by location report shows data for new customers organized by geographical location. new customers are organized according to the geographical location in their default address in your shopify admin for each geographical region, you see the orders to date and total spent to date totals are based on the entire order history of the new customers in the report, not only the orders that were placed during the selected timeframe the returning customers report shows data about all your customers whose order history includes two or more orders you can see the following details for each customer the one-time customers report shows data about all your customers whose order history includes only one order you have access to the at-risk customers report only if your store is on the advanced shopify or shopify plus plan the at-risk customers report shows data about all your returning customers who are at risk a customer is at risk if they're estimated to have a medium probability of returning to place another order with your store, but they haven't placed an order in a while shopify uses a machine learning model to determine the likelihood that a customer will return to purchase an item in the next 90 days by knowing which of your customers are at risk, you can tailor or target your marketing. for example, you can offer your at-risk customers a discount to encourage them to buy from you again in the report, you can see the following details for each customer you have access to the loyal customers report only if your store is on the advanced shopify or shopify plus plan the loyal customers report shows data about all your returning customers who are loyal a customer is loyal if they're estimated to have a high probability of returning to place another order with your store, and they've placed more orders than the average customer. this can be helpful in your marketing efforts. for example, marketing your high-margin products to your loyal customers might be an effective approach if your store is on the advanced shopify or shopify plus plan, then you can use the filtering and editing features to customize the reports about your customers the following is a sample of some of the filters and columns that are available, where applicable if you want to use an email campaign to encourage returning customers to make another purchase, then you could customize your returning customers report so that it shows only the returning customers who agreed to accept marketing to create the report for this example under the customers section, click returning customers from the returning customers report, click manage filters select accepts marketing, and then in search, select yes the report is now limited to returning customers who accept marketing you can then export the report to a csv file, and you can use all the email addresses in the file for your email campaign.;; |
to protect yourself from risk, learn about generating unique passwords for your accounts, as well as how to secure a compromised account and reset blocked credentials each of your passwords should be unique. don't use the same password for more than one account, even if the accounts are related many people use the same password for more than one account. often they pair it with the same username or email address. without unique passwords, if a usernamepassword pair is exposed, then an attacker might gain access to another account that uses those credentials using password vault software is a great way to generate and manage your passwords. when you use a password vault, you need to remember only the master key to the vault, and your other passwords can be autogenerated jumbles of letters, numbers, and symbols. popular password vaults include lastpass, dashlane, and 1password phishing attacks try to fool you into installing malicious software on your device or giving up sensitive information. you can enable two-step authentication for your shopify account to reduce the likelihood that someone who has acquired your password will be able to cause any damage. your staff can set up two-step authentication for their accounts as well it's a good idea to use two-step authentication on your other accounts whenever possible. major services that support two-step authentication include if your account has been compromised, then take action to protect your data right away because many people use the same password for more than one account and pair it with the same username or email address, if a usernamepassword pair is exposed, then an attacker might gain access to other accounts that use the same credentials to reduce the risk of this happening to you, we obtain and analyze information from public data leaks. if your credentials are found in any of these leaks, then we lock your account. when you try to log in, you will see an error message until you reset your password to one that has not been compromised you can check if any of your credentials have been compromised in a data leak at have i been pwned you should also use two-step authentication and password vault software to make all of your accounts as secure as possible to prevent shopify account logins from attackers, shopify's security systems detect and lock account access when unusual activity is detected. in these cases, you need to confirm your identity as part of the login process a ten-digit code is sent to your account email. enter this code to confirm your identity and log in on the verify your identity page, enter the code sent to your email and click login after you successfully confirm your identity, review the previous suspicious login information and indicate if the login was made by you or not by clicking yes, this was me or no, this wasn't me if you click no, this wasn't me, then shopify requires you to reset your password to keep your account safe before logging in to your account if you haven't logged in to your account for three months or more, then you need to confirm your identity as part of the login process enter this code to confirm your identity and log in.;; |
two-step authentication also known as two-factor authentication or multifactor authentication provides a more secure login process. when you attempt to sign in, you need to complete two separate steps having these two steps makes it much more difficult for an unauthorized person to access your account. even if they're able to learn your password, they won't be able to log in without the second step secure two-step authentication relies on combining two factors, which can be something you know such as your login and password combination, something you have such as a one-use code provided by an authentication app or through sms, or something you are providing biometric authentication, such as a fingerprint for example, when you make a cash withdrawal at the bank, you need something you have your debit card and something you know your pin. using two-factor authentication is similar, the difference being that you need to use a different authentication code every time you sign in, because an authentication code expires after it's used two-step authentication can be set up for all accounts, but the store owner can't activate it for staff. staff need to set it up for their own accounts merchants who use shopify plus can require that all users in their organization use two-step authentication. to enable this setting, you must have the user management access in the shopify organization admin there are different ways to retrieve authentication codes to use during login if you haven't set up a single login, then you'll see your profile instead of manage account in the two-step authentication section, click enable sms authentication select a country code and enter your phone number in the field provided check your mobile phone for an sms text message. retrieve the 6 digit code from the text message, and enter it under authentication code enter your current password under password confirmation and click enable you're provided with a list of 10 recovery codes. save your recovery codes in a safe place and close the dialog if you don't have access to your mobile device, then using a recovery code is the only way to log in to an account that has two-step authentication enabled each recovery code can be used only once you can retrieve your recovery codes at a later date, but only if you're already logged in. see retrieving recovery codes for instructions on how to do that now when you try to log in, two-step authentication will require your mobile device to enable two-step authentication with an authenticator app, you'll need to download an authenticator app to your mobile device. recommended mobile devices include the app will be able to scan qr codes and retrieve authentication data for you. recommended authenticator apps include the authenticator app for blackberry devices does not scan qr codes. it provides a security key for you to enter manually when you install an authenticator app, make sure that you follow its instructions carefully. shopify support cannot help you install these third-party apps on your mobile devices. after your app is successfully downloaded and set up, you can activate the feature in shopify in the two-step authentication section, click enable app authentication configure your authentication app by using one of the following methods enter the six-digit code generated by the authenticator app to complete step 3 of the dialog window enter your current password in the space provided and click enable to use this form of authentication, you need to migrate your shopify accounts to use single sign on. you can't use this form of authentication to sign in to the shopify mobile app, the shopify pos app, or the shopify ping app you can use a security key that's compatible with the webauthn standard as a second factor for logging in to your account. to enable two-step authentication with a security key, you need a compatible browser and a compatible security key. enrolling a new security key on your account will prompt you to activate it whenever you log in you can enroll multiple security keys and multiple two-step authentication methods to avoid being locked out of your account the following browsers are compatible with security keys security keys with biometric capabilities do not work in private browsing sessions recommended device manufacturers include in the two-step authentication section, click enroll a new device in the fields provided, enter a nickname for the device to enroll and your account password you are prompted by your browser to activate your security key you are provided with a list of 10 recovery codes write down your recovery codes and keep them in a safe place. if you don't have access to your security key, then using a recovery code is the only way to log in to an account that has two-step authentication enabled after you've completed this setup, two-step authentication will require your security key after you've set up two-step authentication on a device, you can set up a backup mobile phone to receive authentication codes by sms. this is useful when your primary mobile device is unavailable in the two-step authentication section, click enable backup phone select a country code and enter your backup phone number in the field provided you must already be logged in to set up a backup phone number at any time while logged in to your account, you can retrieve the list of the 10 recovery codes we showed you when you activated two-step authentication in the two-step authentication section, click view recovery codes you must already be logged in to retrieve a copy of your recovery codes when two-step authentication is enabled, your login experience changes slightly from your shopify admin login page, enter your store address, email address, and password when prompted on the next page, you need to authenticate using the method you've used to set up two-step authentication - if you're using an authenticator app, then open the app on you mobile device to see your code and enter the code. - if you're using sms authentication, then check your phone for an sms message with the code and enter the code. - if you're using authentication with a security key or biometric authenticator, then authenticate using the appropriate method from the shopify app login screen, enter your email address and password, and then tap log in in the shopify app, enter your authentication code, and then tap log in from the shopify app login screen, enter your email address and password, and then tap log in in the shopify app, enter your authentication code, and then tap log in from your shopify admin, click your username and account picture in the upper right corner in the two-step authentication section, use the remove button for the authentication method you want to deactivate enter your password when prompted and then click remove when you activated two-step authentication, we generated 10 recovery codes for you. you can use a recovery code instead of the 6-digit code generated by your mobile app to log in if you don't have access to your phone, your backup devices, or your recovery codes, then you will be locked out of your account organizations that have verified ownership of their domains can reset two-step authentication manually. if you're a user in an organization with a verified domain, then contact the person in your organization who manages security.;; |
transport layer security tls is an encryption protocol used to secure communications over the internet. when you see a lock icon in the address bar of your browser next to a url that starts with the connection uses tls. tls applies to all connections to shopify, including your own connections and your customers' connections. the most recent version of tls protocol is tls 1.2 on june 20, 2018, shopify will remove support for tls versions 1.0 and 1.1 to better protect the data of anyone accessing the shopify website, your storefront, or your admin page. if your browser does not support tls 1.2, then after june 20, 2018 you will see connection errors when you visit shopify sites if your browser does not support tls 1.2, then upgrade to a supported browser version customers attempting to access your shopify storefront whose browsers do not support tls 1.2 will also see connection errors and won't be able to load your site after june 20, 2018 if you are an app developer and you want your app to continue to work with shopify after june 20, 2018, then ensure that your applications connect to shopify's api using tls 1.2. if your app only supports tls 1.0 or 1.1, then you need to upgrade it to support tls 1.2 the most recent two versions of shopify's supported browsers include tls 1.2 support. when you visit shopify or a shopify store using one of these browser versions, your connection will take place over tls 1.2 earlier versions of browsers and browsers not officially supported by shopify might also support tls 1.2. visit the ssl labs ssl test to check the highest version of tls supported by your browser. the ssl version in use will display under protocol version you should also ensure that your computer or mobile operating system is as up to date as possible, especially if you use an older version of windows.;; |
to view all reports generated after assessing shopify's compliance with information security standards, go to the compliance reports page in the help center. learn more about security at shopify here this page provides an overview of shopify's eligible reports the payment card industry data security standard pci dss is a security standard for organizations that store, process, or transmit credit card information. the standard was created to increase controls around payment data to reduce fraud. pci reports provide an organization's assesment against the pci dss requirements laid out by the pci security standards council service organization control soc reports assess an organization's controls in relation with privacy, processing integrity, security, availability, and confidentiality. soc reports are created to meet the trust services criteria tsc determined by the auditing standards board of the american institute of certified public accountants' aicpa the soc3 report contains shopify's security and availability safeguards along with an external audit opinion of these safeguards. this report can be freely shared;; |
shopify offers a variety of pricing plans, billing cycles, credit card rates, and more. for more information about billing, see managing billing if you want information about shopify plus plan pricing, then contact us if you want to cancel your plan, then you need to pause or close your store when you review the basic shopify, shopify, and advanced shopify pricing plans, you can see multiple rates and fees, such as monthly price, credit card rates, and transaction fees. you are billed in us dollars even if your store is located outside of the us the monthly price is a recurring subscription charge for using shopify, which varies depending on the plan you choose. the price associated with whichever plan you choose is included in the bill issued at the end of your assigned billing cycle if you sign up for a one, two, or three year billing cycle, then you can receive a discount on your subscription charge subscription charges are non-refundable. for more information, see shopify's terms of service shopify charges you a small fee to allow you to accept major credit cards, such as visa and mastercard, as payment in your store. you don't pay any fees to the credit card payment provider itself. these fees vary for online and shopify pos due to the security and risk of taking a payment online versus taking a payment in person credit card rates vary depending on the plan that you choose credit card transaction fees aren't returned to you when you issue a refund transaction fees are charges that apply for each transaction if you use a third-party payment provider to take customer payments. this fee covers the charge for shopify to integrate with an external payment provider. like credit card rates, transaction fees vary depending on the plan that you choose. you can avoid transaction fees by activating shopify payments, which is shopify's own payment provider if you're located in austria, belgium, or sweden, then you're only charged transaction fees on orders processed through a third-party payment provider payment providers offer a service that transfers money from your customers to you. credit card payment providers allow your customers to pay using a credit card. if you want to accept credit card payments from your customers, then you can set up shopify payments or a third-party payment provider shopify has its own payment provider, shopify payments, which integrates directly with your checkout. if your business is eligible for shopify payments if you want to give your customers another way of paying, for example, through paypal or with a custom payment method, then you can set these up in addition to shopify payments without having to pay any extra transaction fees if shopify payments is not available in your country, or if you prefer not to use it, then you can activate one of the third-party payment providers that shopify integrates with. in this case, transaction fees do apply after you decide what payment provider you want to use from the available options, you can configure your payment settings in your shopify admin a billing cycle is the 30-day interval at which shopify bills your plan fees and charges. you cannot choose the date that you get charged on, but you can extend your billing cycle to a longer interval one, two, or three years to earn a discount a different billing cycle applies to app subscriptions, so their billing cycles might not always match the billing date of your shopify subscription billing cycle if you ever pause or close your store, then make sure you cancel your app subscriptions as well to avoid additional future charges learn more about the various plan and transaction charges view your shopify bill.;; |
if you want to try shopify before committing to an active monthly plan, then you can sign up for a free 14-day trial. your free trial begins when you first sign up, not when you start working on your store. you won't lose any of the work you complete on your store during your free trial when you choose a paid plan. if you choose a paid plan during your free trial, then you won't be charged any subscription fees until the end of your free trial period you can set up your store during the free trial, but you need to choose a monthly plan before you start selling your products or services. if you don't select a monthly plan at the end of your free trial, then your store will be paused and you will not be able to continue working on it until you choose a paid plan. if you don't choose a pricing plan during your free trial, then you don't need to take any action to cancel your shopify account if you want to cancel your shopify account during your free trial and you haven't selected a pricing plan, then you don't need to take any action. your account will be frozen and you won't be charged for anything when your trial expires. if you choose a pricing plan before the end of your free trial, then you need to manually pause or close your store to cancel your account shopify lite, basic shopify, shopify, and advanced shopify can all be tested using the free trial if you want to learn more about shopify plus, then you can contact us and somebody will be in touch with you shopify offers some great features to help you create and manage your store. you can use the free trial period as a way to get a good overview of how these features can help you sell your products and build your business get the most out of your free trial by if you are planning to sell in person, then you can download shopify's pos app and get an overview of the functionality of the different app settings if you decide to sign up for a plan during your free trial, then you can do so without losing any of the work that you've put into your store.;; |
if you are a merchant selling in high volume, you can focus on expanding your business with shopify's enterprise-level plan shopify plus includes the following great features the management tools in the shopify organization admin can be used by shopify plus merchants only the following channels and apps can be used by shopify plus merchants only the following api resources can be used by shopify plus merchants only with shopify plus, you can add up to 100 themes to your account the following integrations can be used by shopify plus merchants only to find out more about shopify plus, visit url.;; |
find answers to common questions about shopify's pricing plans you won't lose anything that you've done on your free trial when you sign up for a monthly plan if you sign up for a monthly plan while you are still on your free trial, then you won't be charged any subscription fees until your free trial expires if you don't choose a pricing plan during your free trial, then your account will be frozen at the end of the free trial. you won't be charged for anything when your free trial expires. if you do choose a pricing plan before the end of your free trial, then you need to manually pause or close your store you can enable both shopify payments and third-party providers like paypal or a custom payment method, without having to pay any extra transaction fees the plan that you choose will vary depending on the needs of your business there is no specific time at which you must change your plan, but you should consider upgrading your plan. if the amount of transaction fees that you pay becomes greater than the difference between your monthly charges for your current plan and the next plan up you might consider upgrading you can change your plan right from your shopify admin you can pause or close your store. pausing your store is temporary, while closing your store is permanent. for more information, see pausing and closing your store.;; |
learn about shopify's key features, ways to sell, our reliability, pricing plans, and where to find help shopify provides you with a variety of tools to help you to set up and run your business. depending on the pricing plan that you choose, you can find everything you need to showcase your products online, to process payments, and to make your store work for you. with shopify you can sell products in different ways using many sales channels. although you're not limited to choosing only one way to sell, it's important to have an idea of your business requirements so you can choose a pricing plan that works for you if you want to sell your products in person, then you can do so by using the shopify pos app. you can process sales in a retail store and at mobile locations, such as fairs, pop-ups, and markets find out more in getting started with selling in person if you want to sell online, then you can sign up for a shopify online store. you will be able to set up all your products in the shopify admin, and then have a beautiful online store for your customers to visit find out more in getting started with shopify's online store if you want to sell on social media, then you can do so using the available online sales channels you are not restricted to the shopify online store or another online sales channel. if you want to have a shopify online store and one or more of the other online channels, you can do so we work to make sure your business is available when your customers want to shop. we have maintained a 99.99 uptime as a platform, calculated for all major shopify services, in all geographic regions, for the past 90 days. uptime is a way to measure the reliability of an operating system. this includes online storefronts, checkout, shopify pos, shop pay, shopify payments, and shopify itself. our uptime calculations don't include downtimes attributed to depending on the type of business you are running and the way you want to sell your products, your needs might vary. because of this, shopify offers several subscription plans that have different monthly fees, transaction fees, and store features take a look at shopify's pricing plans shopify offers many resources to help you succeed, including you can hire a shopify expert to get professional help with launching, designing, and marketing your store. you can browse expert services, or post your job to find the perfect match among 800 shopify experts if you don't have a shopify store yet, then you can contact an expert using the hire a shopify expert form exchange marketplace is a convenient and secure way for you to buy or sell a business online. after you browse the listings and find something that's right for you, exchange helps both parties complete the sale. you can use exchange to search for ready-made online stores with high-traffic, semi-automated dropshipping businesses, or pre-made starter stores with everything that you need to start making sales.;; |
if you need help to build your store on shopify, then you can hire a shopify expert. experts are trusted, third-party agencies and freelancers who offer services for shopify merchants and people just starting out with shopify. experts can help you with many elements of running your business, including the following there are three ways you can contact experts within the experts marketplace find experts answer a few questions about your business and work you need to have done. the experts marketplace recommends up to six experts that can help you with your job. you can select one or more experts to contact. before you send a message to the selected experts, you can add details about your business, any problems that you're facing, and your goal if you need an expert to do work that is not covered by the questions, then you can click i need something else and create a job instead the find experts pathway is currently being rolled out in the experts marketplace. you might not have access right away browse services browse the available services in the experts marketplace and discover experts who offer the service. if you find an expert that you're interested in working with, then you can contact them to discuss your needs create a job create a job to get matched with an expert that is best suited to your needs. you can select the service that you need to have performed, and then provide additional details to help the expert to understand what you need. after your job is created, the job details are sent to up to six experts. experts that are interested in your job can then contact you with more information. you can create a job only if you already have a shopify store when you contact an expert, you're prompted to log into the shopify experts marketplace. after you log in, you can access and manage all of your experts marketplace messages, proposals, and jobs. you can log in to the experts marketplace with your shopify account. if you don't have a shopify account, then you can create one. you don't need to create a store to create a shopify account after you contact an expert, you can discuss your budget, timeline, and the expected results with them. when the expert has the information that they need, they can send you a proposal. if you are satisfied with the proposal, then you can accept it and the expert can start work learn more about working with experts.;; |
yes, if your store is on the shopify plan or higher, then you can sell and redeem gift cards on shopify pos you can buy physical gift cards from the shopify hardware store. learn more about selling physical gift cards there is currently no end date set, but you will be given at least 30 days' notice before the gift card feature is removed from your plan extending the gift card feature to all shopify subscription plans is designed to help merchants during the economic difficulties resulting from covid-19. the feature is intended to be available until the impact of the virus begins to subside, and businesses start operating without interference from the virus if the gift card feature is removed from your plan, then all existing gift cards for your business will still be able to be redeemed by customers in your checkout. you will be able to manage any gift cards, but you won't be able to create any new gift cards customers can click resend gift cards from their order confirmation email. this link will only work if the order has been fulfilled laws and regulations about gift cards vary based on region. to determine any regulations that apply to you, such as whether to charge tax or for how long a gift card must stay valid, consult a local tax or legal expert social media platforms might allow you to share gift card products by using the link to the product in your online store. customers can buy a gift card from your online store to receive a gift card code gift cards have a maximum value of 9,999.99 usd or equivalent in your local currency when issued learn more about issuing gift cards yes, you can issue a gift card without a customer purchasing it for example, here's 10 off your next purchase. however, any gift cards that are issued create a liability to provide future sales. depending on your region's laws surrounding gift cards, you might not be allowed to add an expiry date or to limit the way in which the gift card is used. the gift card is reported in your liabilities report alternatively, you can create a discount code for the amount. this allows you to control the amount, use restrictions, and expiry of the promotion most discounts cannot be applied to gift cards. the exception is a product specific discount where the product is a gift card. learn how to add a discount to a gift card product in shopify pos, however, you can enter custom amounts for gift cards that are purchased in person if a customer wants to buy a gift card online for an amount that isn't for sale on your online store, then you can instead create a draft order for the amount. after the customer pays, you can then issue a free gift card in that amount to the customer yes, provided there is still a balance remaining on the card a customer can redeem another gift card during checkout no, you can't use a gift card to buy another gift card yes, gift cards are applied to the final order total which includes shipping and taxes yes, gift cards are a form of payment no, gift cards can't be used to pay for orders that include subscription products. to learn more about subscriptions, refer to subscriptions if your customer used a gift card to pay for the purchase, then you can apply the refund to the gift card if you only refund part of an order that was purchased using a gift card and other methods of payment, then you can manually change the refund amount that is applied to each payment method if you refund the purchase of a gift card, then you must disable the gift card or it will still have a usable balance no, you can't reload a gift card customers can't check their own gift card balance, but you can check the balance and send the information to the customer learn more about customizing gift card images no, the 16-character redemption codes are randomized and printed by the gift card manufacturer gift card codes are considered currency, so only the customer can see the full gift card code customers can redeem their gift cards on any of your sales channels that use shopify's checkout;; |
to help you reduce the impact of recent events on your store, gift cards are temporarily available to sell on all shopify subscription plans. for more information, refer to frequently asked questions about gift cards. to add gift cards to your store, refer to adding or updating gift card products you can add a new gift card product or update an existing one from the gift cards page of your shopify admin before you can sell gift cards, you need to activate the gift card feature from your shopify admin, go to products gift cards your first gift card is created immediately, but its status is set as draft by default to see more videos, visit our youtube channel before you add a gift card product, make sure that you activate the gift card feature add a new gift card product, or select an existing one enter the gift card's information into the following fields gift cards must be added to storefront navigation to be made available for purchase click the gift card that you want to edit in the variants section, click add variant assign a title, price, and image to your new variant in the variants section, click the trash can beside the variant that you want to delete in the confirmation dialog, click delete you can add gift card products to a manual collection or an automated collection like any other product. you can also add a gift card to an existing manual collection on the gift card's product details page in the collections section, enter the name of an existing manual collection to search for it click the collection name to add the gift card when you create a new gift card product, it is hidden from your active sales channels by default and is published to product catalogs. to begin selling it, you need to publish it to one or more of your active sales channels you can publish a gift card product to a sales channel by changing the availability settings on its details page in the sales channels section, make the gift card available to one or more of your active sales channels after making the gift card available, help your customers find it by adding it to a collection previewing a gift card product shows you what a gift card product looks like after a customer buys it click the gift card product that you want to preview;; |
the overview dashboard shows key sales, orders, and online store visitor data. you can see at a glance how your store is performingacross all of your sales channels, and for any date range for example, in the overview dashboard you can do the following activities the dashboard shows the most valuable metrics that give you insight into the performance of your store and the behavior of your customers. the metrics are shown in numeric format and also as graphs where appropriate. for all the metrics, the percentage change from the previous date range can also be shown if you want to see data for another date range, then click the date menu and select a different date range. you can select a preset range, such as last 30 days, or you can set any custom range by clicking dates on the calendars if you want to show comparisons with the previous period or to the same date range from the previous year, then check compare to previous dates and select a comparison value optional if the view report link is shown, then click it to see more details about the metric. not all metrics have a report, and you need to be on a plan that provides the detailed shopify reports the following metrics are shown in the overview dashboard shows the average value of all orders excluding gift cards, divided by the total number of orders that contained at least one product other than a gift card. order value includes taxes, shipping, and discounts before returns this value helps you know how much customers tend to spend on your store and can help inform your pricing policies shows the percentage of sessions that lead to an order. this metric applies to your online store channel only shoppers need to add items to their online cart and then go to the checkout before they can purchase a product. this is commonly known as the conversion funnel, and it is typical to see a decrease from one step to the next added to cart number and percentage of sessions in which shoppers added one or more items to their shopping carts this amount is usually smaller than the total number of shoppers because some shoppers view the products in a store without adding any items to their cart reached checkout number and percentage of sessions in which shoppers added one or more items to their shopping cart, proceeded to the checkout, and performed an action for example, a key press or mouse click this amount is usually smaller than the added to cart amount because some shoppers add items to their cart but don't go to the checkout or don't submit their contact information sessions converted number and percentage of sessions in which shoppers added one or more items to their shopping carts, proceeded to the checkout, and then purchased the items this amount might not match your order count, because shoppers can make multiple orders within a single session this amount is usually smaller than the reached checkout amount because some shoppers leave the checkout without purchasing anything. learn more in the topic about abandoned checkouts ideally, and over time, you want to tailor your marketing and product offerings so that a greater percentage of shoppers who add an item to their cart actually carry through with a purchase shows the number of sessions on your online store and what kind of device was used to access your store. the most common device types are mobile, desktop, and tablet. shows the number of sessions on your online store sorted by country. shows the number of sessions on your online store based on how the visitors accessed your store a session occurs when someone does a search or enters the url of your store directly, for example. the most common traffic sources are search, direct, social, and email. the traffic source cannot always be determined, so an unknown traffic source is also common. shows the number of sessions on your online store originating from social media sources, such as facebook, instagram, youtube, or twitter. this data can help you focus your marketing efforts. shows the percentage of your customers who have placed more than one order from your store. the rate is calculated as returning customers divided by total customers. this rate can help you determine how solid your established customer base is if you have point of sale locations, shows the amount of sales that originated from each location shows the amount of sales that originated from social media sources, such as facebook and youtube. this data can help you focus your marketing efforts if you have point of sale locations, shows the amount of sales that were handled by each staff shows the amount of sales that came from each traffic source. the most common traffic sources are search, direct, social, and email shows the specific pages on which your customers started their sessions on your online store. you can use this data to customize the text and call to actions on those pages to capitalize on your customers' first impression of your site. a landing page is determined from the url of the first page viewed in a unique session. a session ends after 30 minutes of no activity by a visitor, and at midnight utc shows the top-selling products from your store. this is useful to know for marketing and inventory purposes. you can also recommend these products to new customers or refer to them in social media promotions shows the number of sessions to your online store that came directly from other websites. the following types of referrer sources are not included shows the number of sessions on your online store. the number refers to how many different sessions occurred on your online store within the specified date range. the number of visitors is also shown. a unique visitor might have more than one session example john visited your online store one time, jane visited two times, and jenna visited three times. the number of sessions is 6, and the number of visitors is three for many online stores, the number of sessions can rise or fall on weekends and holidays, and on days when promotions or marketing campaigns are occurring shows the number of orders that were placed shows the sales amounts, sorted by sales channel. total sales is equal to gross sales discounts returns shipping taxes this data helps you understand the total sales value generated by traffic that can be associated with your marketing efforts. this includes marketing campaigns and activities managed through the marketing section in your shopify admin and external methods that use urchin tracking module utm parameters when you open the overview dashboard, the data is up to date, within about 1 minute. you can reopen the dashboard or refresh the browser page to show newer data if you don't use the online store channel, then the metrics related to online store sessions aren't shown. similarly, if you don't use the point of sale channel, then those metrics aren't shown the data in the dashboard might vary slightly from the data gathered by analytics and reporting tools and services from other companies. for information on why the data can vary, see report discrepancies the number of sessions and the number of visitors are based on cookies. cookies are small files that are stored on a shopper's device, such as a desktop or smartphone, when they visit your online store. one cookie identifies the device the visitor. another cookie keeps track of the length of the session a session ends after 30 minutes of no activity, and at midnight utc. because the same visitor can have multiple sessions, the number of sessions is usually higher than the number of visitors as of april 6, 2017, when you are logged in to the shopify admin on a device, sessions from that device aren't counted as online store sessions example a shopper views products on your store for 20 minutes, then returns to your store 2 hours later for another 10 minutes. two sessions and one visitor are reported. if the shopper instead views your store for 5 minutes, leaves, and returns 10 minutes later, then one session and one visitor are reported.;; |
shopify reports are divided into categories based on the type of information that they show. you can access different types of reports depending on your store's shopify subscription plan if you upgrade to a different plan, then your additional reports will provide data from the time you started using shopify for example, let's say you start out with the basic shopify plan in january, and then upgrade to the shopify plan in april. after upgrading, you can access the sales and customer reports, as well as all the behavior and marketing reports, and all the relevant data going back to january for information on plan levels and pricing, go to the shopify plans page reports display a maximum of 1,000 rows. the limit ensures that the report loads quickly. for reports that show total amounts, the totals are for all the rows, even if only 1,000 rows are loaded. if you need to access all the rows of a large report, then you can export the report as described in exporting reports;; |
shopify's analytics and reports give you the means to review your store's recent activity, get insight into your visitors, analyze your online store speed, and analyze your store's transactions everyone can access the overview dashboard and key financial reports. if you have an online store, then you can access live view. if your store is on the basic shopify plan or higher, then you can access more reports if you upgrade to a different plan, then your additional reports will provide data from the time you started using shopify for example, let's say you start out with the basic shopify plan in january, and then upgrade to the shopify plan in april. after upgrading, you can access the sales and customer reports, as well as all the behavior and marketing reports, and all the relevant data going back to january for information on plan levels and pricing, go to the shopify plans page the dashboard and the reports cover the common reporting and analysis needs of most store owners. if you need to manipulate or view your data in other ways, then you can export the data to a spreadsheet program, use a third-party app, or set up third-party analytics offerings;; |
you can use google ads conversion tracking to track actions that people take on your website after clicking on one of your ads. for example, with google ads conversion tracking set up, you can see which one of your google ads advertisements generates the most sales on your online store if you're using shopify's google channel, then make sure not to duplicate conversion tracking for your store. the google channel automatically adds conversion tracking events to your google ads account when you set it up. if you set up custom google conversion tracking through edits to the theme code or through a third-party app, then your store might have duplicated conversion tracking events. duplicated conversion tracking can cause inaccurate report data and problems with ad optimization. when you set up custom tracking, you can disable duplicated conversion tracking events from your google ads account. learn more about conversion settings from google ads help this guide provides instructions for the new google ads experience. if you are using the old experience, then open google ads help and click previous for help to set up conversion tracking. if you aren't sure whether you're using the old or new google ads experience, see determine which google ads experience you're using before following this guide, you need to this is an advanced tutorial and is not supported by shopify. knowledge of web design languages such as html, css, javascript, and liquid is required. we suggest hiring a shopify expert if you are not comfortable proceeding with the following tutorial to set up google ads conversion tracking, you need to create a conversion action, install the global site tag, and then add the event snippet. if you're tracking purchases, then you also need to edit the event snippet to adjust the value of the conversion based on the purchase amount to set up google ads conversion tracking, follow the google ads instructions for creating a conversion action the most common kind of conversion action is tracking purchases. to track purchases so you can see how effective your ads are at generating sales on your online store, set the category to purchasesale, and the value to use different values for each conversion when you're done creating your conversion action, click create and continue after you create a conversion action, you need to install the global site tag in your shopify theme code after you install the global site tag, you need to add the event snippet to your checkout page. the event snippet tracks a conversion any time somebody clicks one of your ads and then later reaches the checkout page on your online store if the conversion action you're tracking is purchases on your online store, then the value of each conversion is different for example, andy owns an apparel store, and is running two different ads through google ads - one for his collection of watches, and one for his collection of t-shirts. while both ads generate a similar number of clicks and sales on his online store, the value of the purchases made by people who click on the watch collection advertisement is higher. the value is higher because customers buy more expensive items after they click that ad. andy uses this information to decide where to spend his advertising dollars to track a different value for each conversion, you need to edit your event snippet to use values that are specific to each transaction replace the line beginning with'value' with one of the following snippets after you replace the line, your script looks similar to the following example to make sure your tag is working, check the tracking status on the conversion actions page in your google ads account. it might take a few hours for the conversion tracking tag to show as verified remarketing helps you target ads to people who visited your store in the past. dynamic remarketing targets ads to your store's visitors based on the specific products they viewed on your site. you complete most of the setup for remarketing and dynamic remarketing through your google ads account. read google's setup guides for remarketing and dynamic remarketing to set up the remarketing code on google you need to edit your theme code to add the remarketing code to your shopify store. this is an unsupported theme customization, but you can try to find help in the shopify community forums, or hire a shopify expert to edit your theme's code for you for more help using remarketing or dynamic remarketing for your online store, visit google support.;; |
shopify's fraud analysis helps you identify orders that could be fraudulent. review high-risk orders to avoid potential chargebacks. fulfilling high risk orders can result in a higher number of chargebacks and that can result in disabling payment processing and removal from shopify payments credit card companies can reverse funds for stolen cards after orders are fulfilled. shopify helps you to gather evidence for any disputed charges. however, the decision to reverse funds is made by the bank that issued the credit card, not by shopify. shopify does not cover charge reversals from banks fraud analysis is designed to work with online credit card orders, when shopify can verify the payment. this means that some types of orders, including those that are processed offline, don't receive recommendations if your store is on the basic shopify plan and you don't have shopify payments, then fraud analysis includes the following if your store is on the shopify plan or higher, or you have shopify payments on any plan, then fraud analysis includes the following shopify's fraud analysis provides indicators for each order. the indicators can be used to investigate an order that you think might be fraudulent. the indicators can include information such as the full analysis for an order lists all the indicators. these indicators are marked with green, red, or grey icons to help you highlight different behaviour types green indicators show information about the order that is usually seen on legitimate orders. red indicators show information about the order that is usually seen on fraudulent orders. grey indicators give you additional information about the order that could be useful indicators can give you ideas about how to investigate an order, but they don't show you how likely it is that an order is fraudulent. if you want to know how likely an order is to be fraudulent, then you should look at the order's fraud recommendation if you want time to investigate orders before you accept payment for them, then you can set up manual payment captures you can download apps that help with fraud prevention from the shopify app store. indicators and recommendations from these apps show up with shopify's fraud analysis for each order if your store is on the shopify plan or higher, or uses shopify payments on any plan, then fraud analysis gives you a fraud recommendation on all online credit card orders the fraud recommendation tells you if an order has a low, medium, or high risk of a chargeback due to fraud. if an order has a medium or a high risk, then it's flagged on the orders page with a warning symbol next to the order number flagged orders are also brought to your attention in order notification emails if you subscribe to them fraud recommendations are powered by machine learning algorithms that are trained on historical transactions across all shopify stores. the recommendations give you the benefit of years of fraud detection experience. shopify continuously improves these algorithms to better identify fraudulent orders if an order is at a high risk of fraud, then you can attempt to verify the order, cancel the order, or refund the order from your shopify admin, go to orders click the number of the order that you want to review. suspicious orders are flagged with an exclamation mark beside the order number on the order page, you'll see a section called fraud analysis. if your store on the basic shopify plan or higher, then you'll see a list of indicators, and a button to view the full analysis if your store is on the shopify plan or higher, or you're using shopify payments, then you'll also see a fraud recommendation if you're using a third-party fraud app, then you'll see the app's recommendations below the fraud analysis section from the shopify app, tap orders tap the order you want to review. suspicious orders are flagged with an exclamation mark if your store is on the basic shopify plan or higher, then you'll see a list of indicators, and a button to view the full analysis if you're on the basic shopify plan or higher, then you'll see a list of indicators, and a button to view the full analysis fraud analysis typically happens immediately, but in rare cases the process can take a few minutes. if you see a message in an order stating that fraud analysis isn't available yet, then you can try refreshing the page or check back in a few minutes. it's a good idea to wait for the fraud analysis to finish before you fulfill the order.;; |
when you receive inventory from your supplier, shopify updates the number of items that you have available in your store, which means that you don't need to update it manually. for this to work, you must enable shopify's inventory tracking option for your products and variants transfers work only for products and variants whose inventory is being tracked by shopify. you can't create transfers for products that use a third-party fulfillment service from your shopify admin, go to products all products click the name of the product that you want to track if the product has variants, then click the variant that you want to track in the inventory section, select track quantity from the shopify app, go to products all products tap the product that you want to track if the product has variants, then tap the variant that you want to edit. you'll have to set inventory tracking for each variant individually on the inventory screen, enable track quantity in quantity, enter the number of units that you have for the product or variant tap the name of the product to return to its details screen on the inventory screen, enable track quantity tap the back arrow to return to the product details screen if you're using shopify pos, you can continue selling products when inventory reaches zero and below. this is because the shopify pos app assumes you have the inventory on hand if you are selling in person if you're adding or editing a variant for the online store and you select continue selling when out of stock, then you can continue selling products when your inventory reaches zero and below. however, if you deselect this option because you don't want to sell a product that has sold out, then customers can't buy the product after you enable inventory tracking, you can create a transfer.;; |
set up order fulfillment in your shopify store. follow the steps below and choose the fulfillment setup that best fits your business you can choose to fulfill your own orders, use third-party fulfillment services, or use a combination of these fulfillment methods when you add a product to your store, you select a fulfillment method for it. this means that there can be different fulfillment methods for items on the same order for example, if a customer orders a dropshipped product and a custom product that you create at home, then the dropshipper fulfills the first item, and you fulfill the second item you can fulfill orders yourself by packaging and shipping your own items. you might choose to fulfill orders yourself if your business is new or small, and you need an inexpensive fulfillment method. fulfilling your own orders also gives you control over specialized packaging a fulfillment service usually stores, packages, and ships items for you. using a fulfillment service takes less time than fulfilling your own orders, and can be more cost effective for large businesses there are two types of fulfillment services services that integrate with shopify using an app, and custom fulfillment services after you choose your fulfillment services, you need to activate them in shopify fulfillment apps sync with your shopify admin so your order updates as the fulfillment progresses. with these fulfillment services, you can also make changes to your fulfillments from your shopify admin. the types of updates you receive depend on your fulfillment services below are common examples of fulfillment apps dropshipping apps - some dropshipping apps automatically mark items as fulfilled when they ship the order. others require you to order your customers' items within their app. contact your dropshipping app developer to determine the best workflow for orders that use their service. if you use oberlo, then you need to configure your shopify order fulfillment settings for oberlo print-on-demand apps - most print-on-demand apps automatically mark the items as fulfilled on your behalf when the order is shipped. check the recommended settings and workflow with your app developer fulfillment by amazon - if you want to use amazon to fulfill your orders, then learn more from fulfillment by amazon custom fulfillment services fulfill your orders when they receive an email request. when you mark an item or order as fulfilled in your shopify admin, the fulfillment service is automatically sent an email with the information they need to fulfill the order for you because custom fulfillment services don't sync with your shopify admin, your order timeline and fulfillment statuses don't update as the fulfillment progresses if you decide to use fulfillment services, then you need to connect them to your shopify admin if you use fulfillment by amazon or a custom fulfillment service, then use the instructions in the shopify help center to active your fulfillment service using a custom fulfillment service if you use fulfillment services that have an app, then use customer support for the fulfillment service after you set up your fulfillment methods, you choose to fulfill your orders manually or automatically. the setting you choose applies to all fulfillment methods. setting your orders to be fulfilled automatically doesn't apply to local pickup orders. you must fulfill local pickup orders manually you can change to automatic order fulfillment by configuring your order processing settings manual fulfillment helps you easily keep track of your inventory and control when an order is sent. manual fulfillment might be the best method if one of the following situations applies to your business after a customer places and pays for an order, the status of the order is unfulfilled until you manually open and fulfill the order if you use oberlo, then you can't use automatic order fulfillment. to learn more, refer to configure your shopify order fulfillment settings for oberlo and fulfilling oberlo orders after a customer places and pays for an order, order fulfillment begins automatically without you taking any action if any of the following situations apply to your business, then automatic fulfillment can help you ship your orders more effectively if you use fulfillment services, then a fulfillment request is sent to your service when the order is paid. you don't need to contact your fulfillment to request fulfillment set up automatic order fulfillment from the order processing settings don't set orders to be fulfilled automatically if you need to package and ship products. your orders will be marked as fulfilled and you won't be able to sort them to determine which orders need to be shipped when you add a product to your store, or edit a product, you select a fulfillment method while completing the inventory managed by field under product details you can change the fulfillment service for multiple products at once by using the bulk editor now that you have fulfillment set up, you can begin fulfilling orders. the steps depend on the fulfillment method. for instructions, click the type of fulfillment you want to complete;; |
each shipping carrier has different policies, resources, and requirements. make sure that you understand the specifics of the shipping carriers that you purchase labels from to avoid any shipping delays or unnecessary fees carrier-calculated shipping rates through shopify shipping often show expected shipping times next to the shipping rate, however, they don't take into account your processing times. for more information on processing times, refer to understanding and reducing processing time. for more information on letting your customers know about your processing times, refer to addressing processing times shopify shipping with canada post;; |
when using one of our integrated fulfillment or custom fulfillment options, notifications are only sent to the warehouse after marking the items fulfilled on the order in your shopify admin. the warehouse will not receive notification until that step is completed you might see this error message when trying to fulfill with amazon the request must contain the parameter perunitdeclaredvalue this error message is returned if you try to send a shipment to an apo army post office address. currently amazon does not support fulfilling to overseas army bases.;; |
choosing what shipping rates to offer your customers is an important part of setting up your business. before you take your first order, you need to decide what shipping strategy you want to use, and then set up how your customers can choose a shipping method your shipping strategy will probably change over time as your store grows. one of the first decisions you will need to make is deciding how much to charge for shipping if you manage your inventory across multiple locations, then you need to offer flat shipping rates or the same shipping rates from all your locations offering free shipping usually has a positive impact on your cart conversions. there are a few ways to offer free shipping, even if your business is just getting started. one way is to include the shipping fee in your product prices. find out what the average cost to ship your product is, then add the buffer into your prices another way is to offer free shipping on all orders over a certain dollar amount. for more information, refer to create free shipping rates if you are located in the u.s. or canada, then you can use shopify shipping to display calculated shipping rates to your customers at checkout. if you have a new business and have limited resources, then passing on the exact rate can be a simple way to reduce costs another way to charge for shipping is to offer a flat rate for every package, or flat rates for weight ranges, destinations, or cart totals. when deciding on a flat rate, you will need to consider your average shipping cost to send a package so you don't over or under charge. an example of a flat rate is to charge 5 for all domestic shipments remember that your goal is to balance your own shipping and handling costs with attractive pricing for your customers. different shipping strategies might work better at different stages of your business. it's worth testing out a few different options to see how it impacts your sales you can also offer shipping rates that are calculated directly by various shipping carriers. but if you add calculated rates to your checkout, then you should make sure the rates that the shipping carrier provides back to your store are accurate. there are a few different things that you can do to make sure that you're getting the most accurate rates at checkout if you don't have an account with any shipping carriers, then shopify shipping is a service available through shopify to receive discounted rates. if you are located in the united states or canada, then shopify shipping can calculate shipping rates for you based on the cart weight, box size, and shipping services you choose to offer if you're using shopify shipping, then make sure that you have added weights to each of your products and have measured the size of the box you will be shipping. if you use the same box size each time, then add it as the default package for accurate rate calculations looking for an overview of how your shipping strategy can help build your business? sign up for shopify compass to enroll in leverage shipping for success, which includes lessons from an industry expert in using free shipping in your marketing, optimizing returns, and streamlining your warehouse operations.;; |
some services that you can use to source your products can also ship those products directly to your customers. services such as on-demand printing typically both print and ship the product for you. other services can store products that you made or purchased yourself. services such as warehouses let you store products and will ship out your products to customers on your behalf generally, when a business uses a dropshipping or fulfillment service, they don't work directly with the shipping carriers but instead work with the service to determine shipping costs for example, some print-on-demand companies charge flat fees for shipping their products to certain parts of the world. if you use their service and receive an order for one of your t-shirts, then when you place the order with the print-on-demand service, they will charge you shipping, not a shipping carrier this also means that you don't need to purchase a shipping label for these types of orders, because the service is the one working with the shipping carriers and purchasing the label on your behalf there is also the shopify fulfillment network, which has fulfillment centers across the us and canada and integrates directly with your shopify store and admin there are other services, such as fulfillment by amazon, that have a more complex integration with your business if you need help choosing or setting up fulfillment apps or services, then you can hire a shopify expert some apps let you connect directly with their own shipping carrier accounts. this lets you charge your customers exactly what the service will charge you. check with your service to see if they offer this option if your shipping settings use only the general shipping profile and doesn't have different shipping rates per location, then any fulfillment app is automatically added to your shipping settings. otherwise, you need to manually add any shipping app into your shipping settings. for more information, refer to add rates provided by an app most apps don't have a shipping integration. this requires you to set up your shipping to mimic what a service will charge you if you want to pass on shipping costs directly to customers for more information, refer to create flat shipping rates shopify can ship orders for you with the shopify fulfillment network. keep inventory close to customers in fulfillment centers across the us and save time by automating your fulfillment. for more information, refer to shopify fulfillment network fulfillment by amazon is a service where you send your products to an amazon warehouse for them to use to fulfill your orders. amazon has specific rules around how to set up their shipping names. to learn more, refer to fulfillment by amazon if you partner with a dropshipping or fulfillment service that doesn't have an app, then you can add them as a custom fulfillment service. when you mark an order as fulfilled that contains a product from your custom fulfillment service, they receive an email requesting them to send that product to your customer some custom fulfillment services let you connect with their shipping carrier account, such as with ups or fedex, which lets you charge your customer the same shipping rate that you are charged by the fulfillment service. if they don't provide this as an option, then you can ask for general shipping costs to various countries for you to base your own shipping rates off of.;; |
shopify shipping is available for orders shipped from fulfillment locations based in the united states, canada, and australia if you sign up for a shopify account in the united states or canada, then some shopify shipping rates are added to your shipping settings by default. if you sign up in australia, then some flat rates are added by default, and you can add sendle's rates based on your eligibility you can change what shipping rates are available to customers in your shipping settings. for more information, refer to setting up shipping rates there are a few steps to using shipping labels for your orders buy a shipping label in your shopify admin or the shopify app. you can do this from an order's fulfillment page download and print the shipping label. attach it to the outside of your package. if you aren't using labels, then you can use tape or a packing sleeve schedule a pickup or drop off your package at any post office you don't need to sign up for any additional shipping carrier accounts to use shopify shipping if you want to connect your shopify account to your own shipping carrier accounts, then refer to third-party carrier-calculated shipping rates before you purchase your first shipping label, decide how you're going to print them. if you want to use a shipping label printer, then use a shopify-supported label printer dymo labelwriter 4xl - the dymo labelwriter 4xl is a label printer that connects to your computer via usb. it's available on the us shopify hardware store and the canadian shopify hardware store. it's compatible with both mac and windows computers brother ql-1110nwb - the brother ql-1110nwb is available on the us shopify hardware store. it supports usb, wi-fi, and bluetooth connectivity, and is compatible with mac and windows computers, and ios devices label printers use labels that have an adhesive backing, which you attach to your shipments directly. if you print your labels using a desktop printer, then attach them to your packages using a plastic sleeve or packing tape after you set up your printer, you're ready to buy a shipping label on an order's fulfillment page. you can print a test shipping label to make sure that your printer is set up properly want to use shopify shipping for your next fulfillment? you can buy a shipping label for your most recent order in your shopify admin or the shopify app shipping carriers use lots of information to determine the cost of a shipping label, such as origin address, destination address, the package dimensions, and the package weight. you must add accurate details to your products for the shipping carriers to calculate correct shipping rates for your packages. if the package details are not accurate, then you could be charged for a price adjustment all of your products should have accurate weights in their product details. this weight is combined with the weight of the box, envelope, or other shipping container that you use to ship your product. the combined weight is used to calculate the cost to ship your package to your customer to learn how to add weights to new or existing products, refer to variants in your shopify admin, you can add the dimensions and weight of the default package that you use to ship your products. the package dimensions and weight are used to calculate the shipping costs when your customer is checking out. only the default package's dimensions are used in the checkout if you use multiple package types when shipping your products, then you can adjust the package dimensions when purchasing the shipping label. if you want a shipping carrier to calculate the shipping cost at checkout based on packages other than your default package, then you can use a shipping app make sure that your fulfillment location's address is accurate. to change your fulfillment location's address, refer to setting up your locations you can adjust the shipping rates that display at checkout for each region that you ship to. for example, if you're in the united states and want to offer express shipping only in the state where you are located, then you can adjust your state's zone to include express shipping and remove it from other zones for more information, refer to create calculated shipping rates.;; |
shipping carriers are the services that deliver your customers' orders. most shipping carriers let you drop off packages to them, and others let you schedule pickups from your own location. most carriers can also pick up from any warehouse or fulfillment service that you use shipping carriers charge you a fee for delivering any shipment. how you account for this fee in what you charge your customer depends on your product pricing and marketing strategies, but it is a large part of the costs of running a business shopify partners with a variety of shipping carriers and has integrations with many of the major carriers the number of shipping carriers that are available to you depends on where your business is located and whether your shopify subscription plan has the carrier-calculated shipping feature some carriers provide reduced rates that are available to all shopify merchants, and others let you connect your own account so that you can use reduced rates that you've negotiated some shipping carriers have apps that can provide calculated rates in your checkout. to see which shipping carriers have apps to provide calculated rates, visit the shopify app store.;; |
after you set up your shipping, make sure you know how you'll be purchasing shipping labels, which type to buy, and the considerations for shipping to certain countries if you're in the united states, canada, or australia, then you can buy shipping labels directly in your shopify admin by using shopify shipping shipping labels are attached to a shipment's packaging they show information that's used by shipping carriers to ensure a shipment is delivered correctly. most labels contain the following pieces of information shipping labels can also show the following extra information before you give a shipment to a shipping carrier, you must purchase a shipping label and attach it to your shipment's packaging the main difference between shipping label types is the delivery speed. for example, a shipping label that promises delivery in 2 days is much more expensive than one that delivers in 7-10 days. most shipping carriers offer their services in a variety of speeds, such as standard delivery slow, expedited delivery faster, and overnight delivery fastest. certain delivery speeds are not available for all locations when you set up your shipping, you should set your shipping prices according to the shipping speeds that you want to offer. for example, if you want to provide your customers with 2-day shipping, then you likely need to charge a lot more to cover your shipping costs than if you offered delivery within 7-10 days labels also offer a certain amount of liability protection in case your shipment is damaged or lost. more expensive labels generally come with higher liability protection. if you're in the united states and purchase shipping labels through shopify shipping, then you can purchase additional shipping insurance on some labels, you can also purchase additional services for your shipping labels a tracking number - this provides you with a code that you can use to track where your package is during its delivery. you can also provide this code to your customers so that they can see when their package is expected to be delivered. most faster shipping options come with a tracking number included, but sometimes you can add it to slower methods for a fee signature confirmation - this lets you request a signature from the customer when the shipment is delivered. this helps to make sure a shipment is delivered to the correct person proof of age - if you send goods that have an age restriction on them, such as alcohol, then you can add a request for the shipping courier to check the id of the recipient some services are not available for some shipping labels. if you need a certain service, then make sure you purchase a shipping label that offers that service some labels come with a tracking code for you to track the progress of your order. you can give this tracking code to your customers so that they can track their package as well. most customers prefer to receive a tracking number because it gives them an estimated date when the package will arrive, and helps them feel confident that they will receive their order shipping labels that come with tracking information generally cost more than those without. if you want to offer shipping labels with tracking to your customers, then make sure that you are accounting for higher shipping costs when you set your shipping prices if your supplier purchases the shipping labels, then make sure you know which type they are purchasing depending on how your business is set up, either you or your supplier purchases shipping labels. generally, whoever is giving the shipment to the shipping carrier is the one who purchases the shipping label. if your supplier purchases the label for the shipment, then they usually charge you for the cost some countries have unique shipping regulations that you need to meet so that your shipments reach your customers. failing to meet these regulations can result in the shipment being delayed, returned, or destroyed for merchants who sell to customers in brazil, there is a field labeled additional information on the payment page in the checkout process. this field appears only on the payment page in the checkout process on the online store. it does not appear on shopify pos or on the mobile app customers who receive shipments from both outside and inside of brazil enter their cadastro de pessoas fsicas cpf or cadastro nacional da pessoa jurdica cnpj number into this field. after a customer places an order, you can find their cpfcnpj number on their order details page. if your customer is a foreign national without a cpf or cnpj number, then they can enter their passport number in this field if you sell to customers in brazil and have modified your checkout to collect cpfcnpj numbers, then remove your customizations. if you keep your customizations, then your customer must enter their cpfcnpj number twice. if you have previously disabled this field and need to re-enable it, then contact shopify support if you're in brazil, then you must use the cpfcnpj number when issuing the government invoice for the customer. if you are outside of brazil, then you must add the customer's cpfcnpj number to the shipping label. packages without a cpfcnpj number on the shipping label might be destroyed or returned. cpfcnpj numbers are automatically added to shipping labels that are purchased through shopify shipping or fulfilled through oberlo dropshipping. if you purchase shipping labels through a third-party shipping carrier, then contact your carrier to determine how to add the cpfcnpj number if a supplier purchases labels on your behalf, then make sure that they add the cpfcnpj number to the shipping labels you can't edit the cpfcnpj number on an order. if your customer entered incorrect information, then cancel that order and have the customer place their order again for merchants who sell to customers in south korea and ship their products from outside of south korea, there is a field labeled additional information on the payment page in the checkout process. customers who receive shipments from outside of south korea enter their personal customs clearance code pccc into this field. after a customer places an order, you can find their pccc number on their order details page. if your customer is a foreign national without a pccc number, then they can enter their passport number in this field if you sell to customers in south korea and have modified your checkout to collect, then remove your customizations. if you keep your customizations, then your customer must enter their pccc number twice. if you are outside of south korea, then you must add the customer's pccc number to the shipping label. packages without a pccc number on the shipping label might be destroyed or returned. pccc numbers are automatically added to shipping labels that are purchased through shopify shipping or fulfilled through oberlo dropshipping. if you purchase shipping labels through a third-party shipping carrier, then contact your carrier to determine how to add the pccc number if a supplier purchases labels on your behalf, then make sure that they add the pccc number to the shipping labels you can't edit the pccc number on an order. for merchants in italy who sell to customers in italy, there are two fields labeled additional information on the payment page in the checkout process. these fields appear only on the payment page in the checkout process on the online store. they do not appear on shopify pos or on the mobile app customers in italy enter their codice fiscale cf and their posta elettronica certificata pec into these fields. after a customer places an order, you can find their cf number and pec on their order details page if you sell to customers in italy and have modified your checkout to collect a cf number and a pec, then remove your customizations. if you keep your customizations, then your customer must enter their cfpec twice. the additional information fields are not mandatory, because not every transaction requires an invoice. if you are located in italy and your customer enters information in these fields, then you must issue an invoice to your customer for tax regulations and control. if the fields have been filled out at the checkout, then a banner appears on the order details page you can't edit the cfpec on an order. for merchants who sell to customers in china, there is a field labeled additional information on the payment page in the checkout process. it does not appear on shopify pos or on the mobile app. if your customer is a foreign national without a resident id number, then they can enter their passport number in this field customers who receive shipments from outside of china enter their people's republic of china resident identity card resident id into this field. after a customer places an order, you can find their resident id number on their order details page if you sell to customers in china and have modified your checkout to collect resident id numbers, then remove your customizations. if you keep your customizations, then your customer must enter their resident id number twice. if you are outside of china, then you must add the customer's resident id to the shipping label. packages without a resident id on the shipping label might be destroyed or returned. resident id numbers are automatically added to shipping labels that are purchased through shopify shipping or fulfilled through oberlo dropshipping. if you purchase shipping labels through a third-party shipping carrier, then contact your carrier to determine how to add the resident id number if a supplier purchases labels on your behalf, then make sure that they add the resident id number to the shipping labels you can't edit the resident id number on an order. if your customer entered incorrect information, then cancel that order and have the customer place their order again.;; |