Placing a Comp Order in Shopify

Quick how-to checklist (full details laid out below):

1. Create Order

2. Add customer

3. Add 4 tags: "Comp", "Manual", Comp Reason, Shipping Method

4. Enter products
   *If you are adding merch from the Sales Inventory do NOT add it as a line item. Add it in the notes field and mention it in the email to Ecomm if you need it shipped or delivered

5. Add the discount and a note with your name

6. Mark as Paid, or pay if the discount isn't 100%

7. Click Create Order

8. Check Inventory/Fulfillment Location and change if necessary (i.e. if you pick up the items yourself at The Shop at 333, make sure the location is listed as Gowanus // if you need shipping or local delivery, set the location to Ecommerce Delivery Shipping)

9. If you are taking the beer immediately, click Mark as Fulfilled. And that's it! No need to email Ecomm if you took the beer and fulfilled it yourself from the correct location.

10. If you need it shipped or delivered, please email ecommerce@threesbrewing.com with your ORDER # for confirmation, and Ecomm will take it from there. 

1. Login to Shopify, navigate to Orders page, click "Create Order".

2. Create or Find Customer Info. Every comp order needs a customer.

The customer is either the person requesting the order or the person the order is going to. If the customer is not the employee requesting the order, then the employee's name should go in the Notes field.

3.  Add 4 tags. You MUST add these tags now, not after you've created the order.

A. Shipping Method: 

• • • • Shipping 

      • Delivery

      • Pickup - Gowanus

      • Pickup - Greenpoint

      • Pickup - Huntington

      • If you do not require any of these methods for your order, omit this tag. 

B. Manual

C. Comp

D. Add a Comp Reason from the list

4. Enter Items onto the order. 

Search for your item and select the correct variant (Single can, 4-pack etc.) and enter the correct qty. 

*You shouldn't need to enter a custom item. If you are having trouble finding anything in Shopify please reach out to E-comm and they can assist.

5. Add discount: Click "Add Discount". Add your name in the Notes section if you aren't listed as the Customer. Add any other notes into the "Notes" section. 

6. If you're shipping the beer, make sure you pay for shipping, if you don't know the cost, email ecommerce@threesbrewing.com to find out.

7.  "Pay" for the order. 

If you are paying for the order, use the "Pay with Credit Card" button to enter info. If it's a 100% comp or an Employee Allocation, select "Mark as Paid". This will create the order.

8. Make sure the inventory location is correct. Change this menu to the place you got the beer from.

9. If you are taking the beer immediately, fulfill the order. 

10. If you are not taking the beer, and have Delivery, Shipping, or Pick-Up Greenpoint/Gowanus/Huntington as a tag, please email ecommerce@threesbrewing.com with your ORDER # for confirmation. Please also copy your manager on this email to E-Comm.

Template below.

MAKE SURE YOU ADD TAGS MANUAL + [DELIVERY METHOD]. 

Subject: Order # 12345

Hi E-Comm:

I have placed a comp order for myself. Please confirm you received it and it has been input correctly. I selected [delivery / shipping / pickup], and would like this order:

[Delivered in the *delivery window* on *date*]

[Shipped by AND/OR received by *date*]

[Ready for pickup from *Threes location* on *date*]

Thank you,

Your Name