Embedded Files
Shopify Refund Workflow
Shopify Refund Workflow
Step 1: Go to Orders
Step 2: Search for the order
Use Order ID or Customer Email
Step 3: Click Refund
Step 4: Select the item(s) to refund
Step 5: Click the Refund Button to process
✅ Note: Shopify has no hold period — refunds can be processed immediately.
Process Order in Shopify
Process Order in Shopify
Step 1: Click Orders
Step 2: Browse or search for the product(s) to add to the order
Step 3: Search for the customer
Existing Customer: Select from search results
New Customer: Input customer details and Save
Step 4: Collect payment
Credit Card: Process through Shopify payment gateway
Mark as Paid: If payment was received externally
✅ Tip: Double-check the product, customer info, and payment before completing the order.
Order Routing & Identification
Order Routing & Identification
Order ID Prefixes:
UW- → Shopify Order
UPWELL- → UltraCart Order
Routing Guidelines:
Orders placed on the website → Process in Shopify
Promotional orders → Process in UltraCart
✅ Tip: Always check the Order ID prefix before starting to ensure you are working in the correct platform.
Remove Item in Shopify
Remove Item in Shopify
Step 1: Go to the order and click Refund
Step 2: Select the item(s) you want to cancel or refund
Step 3: Verify that the refund amount is correct
Step 4: Click Refund to process
✅ Tip: Double-check the item and amount before clicking refund to avoid errors.
Update Information in Shopify
Update Information in Shopify
Step 1: Go to Orders
Step 2: Click the Customer’s Name
Step 3: Click Edit
Step 4: Make the necessary updates (e.g., address, contact info)
Step 5: Click Save
✅ Tip: Always verify the updated information before exiting to prevent errors.
Shopify – Create and Send Gift Card
Shopify – Create and Send Gift Card
Step 1: Go to Products
Step 2: Click Gift Card
Step 3: Click Add Gift Card (or select an existing one)
Step 4: Set the Initial Value of the gift card
Step 5: Click Save
Step 6: Click Send Gift Card
Enter the recipient’s email
Add an optional message
Choose delivery date (if applicable)
Step 7: Confirm and send
✅ Tip: Double-check the gift card value and recipient email before sending to avoid errors.
Others
Others
UNFULFILLED ORDERS IN SHOPIFY
For delayed orders in Shopify that show as unfulfilled, please make sure to update the customer’s information phone number, email, and shipping address before requesting fulfillment. Also, take note that even if a billing address is already provided, you still need to enter the shipping address.
In Shopify, “Unfulfilled” means that the order has been paid for or placed, but the items have not been shipped or processed yet. 📦
Simple explanation:
Order placed / paid ✅
Product not yet packed or shipped ❌
Status in Shopify: Unfulfilled
What it usually means for the store:
The warehouse or fulfillment team has not shipped the product yet.
A tracking number has not been created.
The order is still waiting to be processed.
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