Ordering

12 minutes
Share the link to this page
Copied
  Completed
This lesson is all about the ordering process within Shopify. We'll look at the settings for our checkout area, see how to fulfill orders and more.

Transcript

So let's take a look at how the order process works. If you go back to our store, you'll see that we have the option to go to our bag. And we don't have anything in our cart right now. So I'm going to go ahead and pick a few items to add to our cart. And we'll take a look at what that looks like on the checkout page. So maybe I'll add, let's see, I'll add this red rose tea.

Pick a medium and add to bag. And then I'm also going to go ahead and add I click Continue shopping that takes me back to the Products page. I'm going to go ahead and add these pants as well. And let's say a large and add that to my bag. So let's come to check out This is what our checkout page looks like right now. So this is where the customer would input their email.

And they have the option to keep updated on exclusive news and offers and their shipping address. And then obviously, after this page, you would get to the payment methods. So I want to bring your attention to a couple of things on this page. You'll see right now, our logo isn't on our checkout page. And there's no opportunity to give our customers a discount. I want that information to be displayed in our checkout page.

So I'm going to go ahead and set a couple of those things up. So we're back in the admin area, and I want to make some changes to our checkout page. Let's see what our checkout page looks like right now. So here's our checkout page with our logo that's not updated, and there's no discount. So I'm going to come back to admin and I'm going to go into the settings. Come here to check out and I'm going to click on Customize checkout.

So here we are in the checkout page with an example of what it would look like for our customer. And then I'm going to click in open checkout settings. And I'm going to add our logo in here. And now our logo has been added to our checkout page. There's an option to change the background of our checkout. So I'll show you what that looks like.

Like this one select. Really, this isn't something you want to the banner background, so I'm going to go ahead and remove can also add a background to our main content area. I'll select an image And show you what that looks like as well. So you see, it's kind of like fuzzy and blown out. We don't want this, when I go ahead and remove it. It's really best to just leave this main area white and the only thing you add to this checkout page is your logo.

So I'm going to go ahead and save this change. And then I'm going to go back to the admin area. So maybe we want customers to have the option to have a discount in their store. If I come up here to discounts, I can create a discount for our customer. So let's say our discount code is summer Actually, let's do a winter clearance. barcode is called winter clearance.

And we'll say that you get a discount value of 30% off your entire order. There's no minimum requirement. But if I wanted to, you could make a minimum purchase amount of, let's say $20 for this coupon to apply. And then you have the option should this discount code to be available to everyone or a specific group of customers or just specific customers in general. I'm going to do this as everyone. And then we'll let this code be used once per customer and save that discount.

So let's take a view at our checkout page again. So now you see that our logo has been updated and has the opportunity for customer to apply a discount code. I'm going to go ahead and make an order in my store and I'll show you what that looks like on the Orders page. So here you'll see I've got an order on my orders page. And let's go ahead and take a look at what this order looks like. You'll see right now that this order is currently unfulfilled.

So as soon as you add items, you can mark this order as fulfilled, you see that the order was paid, paid by customer. And then you can refund the customer if you need to. There's also a timeline of events. So when you go ahead and do something like Mark your order is fulfilled. So items you'll see that I fulfill these items on this list. So some of this information, a customer can add notes to their order if they want.

We don't have customer information because technically the customer was me, contact email also me but all that information would be here if they filled it out. Right now there's no conversion orders for the summary. And then there's also a fraud analysis. So Shopify will take into account how many payment attempts a customer's used, or if it's just like a scam or spammer using your checkout can add tags to this if you wanted to, but there's no need. So let's say that I want to refund this order to myself, I'll click on refund. And I can select which items I want to refund to both you'll see that Shopify will refund the full amount to that customer.

I'll click on refund. And now the refund was successfully created. So you'll see that here and we'll go back to our orders page. So technically If a customer called in, you could also just create an order manually. So I'll show you how to do that. I'm going to click on Create order and see that I need to add a credit card gateway to the store.

I haven't done that yet. But I'm going to go ahead and search some products. Let's see, let's add a jacket to this quarter customers our star jacket and they want to buy it. So they want a small jacket. So we'll click that and add to our order. And then let's maybe add our belts skirts as well and add to order.

So we could create a customer, if they were calling over the phone for the very first time or if they'd shop at your store before you could look them up here and add them to this order. I'm going to go ahead ahead and create a new customer. their customers name is Tim Miller and believe his email alone. And let's see, let's give him an address. See. So now we've created that customer and you'll see his customer information is over here.

And if we wanted to mark the customers, if we were taking that customer's credit card information over the phone, we can mark his order as paid or pending. But for now, I'm just going to save it as a draft. And then let's go look at our orders page. So you see the order that we just created didn't show up here on our orders page. It's actually over here under the drafts. So this is where I can update this order.

I'm going to go ahead and mark this orders page and click Create. So we're pretending that our order is now paid. Let's go back to our orders page. I actually want to go ahead and get rid of this order. So I'm going to go ahead and mark it as fulfilled and sell these items. And then if you've marked your item, your order as fulfilled, you'll see now that there's the option to delete an order.

I'm going to go ahead and delete this one. and delete. Also make sure that when you're deleting that you actually want to do this because You can't reverse this. So click Delete. And you'll see that that order was removed from our menu. I wouldn't have made a dummy abandoned checkout.

And what an abandoned checkout is, is when your customer comes to your online store, and they get to this checkout page, they might have gone ahead and filled out their information, put in their email. But then they didn't make the checkout, they didn't bother to go through with the purchase. So when you go into abandoned checkouts, you'll see that you get a notice that they've done. And then you can click here and you can automatically send that customer recovery email, you'll see that I'm going to send a reminder email at Friday at 12:30am. This is about 10 hours after the customer's order. So let me show you where you can change this information.

So if I go to settings, I come to check out Scroll down. till we get to abandoned checkouts, you can see this is where you set your abandoned checkout emails. So right now I have it set to send to anyone who abandons their Checkout, or you can just send it to email subscribers, I'd recommend to go ahead and set this to send to anyone. Basically, after you capture their email address, you can get in contact with them about an order that they didn't place. And there are different options for how long after they abandon their cart to send a reminder email to come back and purchase, you can do one hour, six hours, 10 hours, which is what Shopify recommends, for 24 hours, I'm going to leave it at the recommended 10 hours. If I wanted to update that checkout email, I could come here to customize email as well.

And you'll see this is all the HTML that's in this code. I'm going to go ahead and leave this alone. We can proceed it and see what it looks like. And this is what a preview of that checkout email looks like. And I'll click Close. And so that's it for the order section.

Sign Up

Share

Share with friends, get 20% off
Invite your friends to LearnDesk learning marketplace. For each purchase they make, you get 20% off (upto $10) on your next purchase.