Efficiently Fulfill Multiple Shopify Orders

Table of Contents

1. Introduction
2. Bulk Fulfillment with the Matrixify App
3. Exporting Orders
   • Selecting Sheets
   • Choosing Columns to Export
4. Filtering Orders
   • Using Filters
5. Selecting the Export Format
6. Downloading the Exported File
7. Modifying the Exported File
   • Changing the Command Column
   • Adding Fulfillment Line in the Line Type Column
   • Filling Fulfillment Columns
8. Importing the Modified File
9. Verifying the Import
10. Checking the Fulfilled Order
11. Conclusion

Bulk Fulfillment with the Matrixify App

In this article, we will explore how to use the Matrixify app to efficiently fulfill orders in bulk. The app provides a convenient way to export and modify order data, allowing you to fulfill multiple orders with ease. We will guide you through the process step by step, from exporting the orders to importing and verifying the fulfillment. Let's get started!

1. Introduction

To fulfill orders in bulk, we will be using the Matrixify app. This app provides powerful features that simplify the fulfillment process, saving you time and effort. With Matrixify, you can export orders, modify the exported file to include fulfillment details, and then import the modified file back into your Shopify store. This method is ideal for processing a large number of orders efficiently.

2. Exporting Orders

The first step in bulk fulfillment is to export the orders you wish to fulfill. To do this, follow these steps:

2.1 Selecting Sheets

Open the Matrixify app and navigate to the export section. Make sure the "Orders" sheet is selected for export. If it is not selected, choose "Orders" from the select sheets drop-down menu.

2.2 Choosing Columns to Export

When exporting the orders, it is recommended to export only the minimum columns necessary for fulfillment. This will make the exported file easier to understand. Here's how you can select the required columns:

• In the Basic Columns drop-down menu, select the "ID," "Name," and "Command" columns. The ID and Name columns identify the order, while the Command column guides the app on what to do with the order. The remaining columns are not needed for fulfillment.
• From the Line Type section, select "Row," "Top Row," and "Line Type." The Line Type column specifies the type of row we will be working with, which in this case is "Fulfillment Line."
• In the Fulfillments section, uncheck "Created At" and "Updated At" columns. These columns cannot be imported back, so there is no need to export them.

By exporting only the necessary columns, you can ensure that the exported file is concise and easy to navigate.

3. Filtering Orders

If you only want to export specific orders, you can apply filters to the export. The Matrixify app provides several filters to help you refine your selection. Here's how you can use filters to export only the desired orders:

• Click on the "Filter" button and select the "ID" filter. This filter allows you to export orders based on their ID.
• You can add additional filters or combine different filters if needed. For this example, we will only be using the ID filter.

Please note that if you are fulfilling orders in bulk, you may not need to apply filters and can export all the orders at once.

4. Selecting the Export Format

Before exporting, choose the format in which you want to export the orders. The Matrixify app offers both CSV and Excel formats. If you are exporting a large amount of data, it is recommended to use the CSV format. However, for smaller datasets, Excel will work perfectly fine.

5. Downloading the Exported File

Once you have set up the export options, click on the "Export" button. After the export process is complete, click on the "Download Exported File" button to download the exported file. Save the file to a location on your computer for easy access.

6. Modifying the Exported File

Now that you have the exported file, you need to modify it to include the fulfillment details. Here's what you should do:

6.1 Changing the Command Column

Open the exported file in your preferred spreadsheet software and locate the "Command" column. Change the value in this column from "NEW" to "UPDATE." This indicates that you are updating the order with the fulfillment details.

6.2 Adding Fulfillment Line in the Line Type Column

In the "Line Type" column, add the value "Fulfillment Line" for each row. This specifies that the row corresponds to a fulfillment line.

6.3 Filling Fulfillment Columns

Next, populate the fulfillment columns with the necessary details. The mandatory column is "Fulfillment: Status," which should be set to "Success" to indicate a successful fulfillment. The other columns are optional but can be filled if needed. For example:

• If you have a tracking company, add its name in the "Fulfillment: Tracking Company" column.
• Specify the fulfillment location in the "Fulfillment: Location" column. This should be the place where the product is stocked in your store.
• If you want the order to be delivered, set the value "Delivered" in the "Shipment Status" column.
• If you have a tracking number, add it in the "Fulfillment: Tracking Number" column.
• Optionally, provide a tracking URL in the "Fulfillment: Tracking URL" column.
• If you want to notify the customer about the fulfillment, set the value "TRUE" in the "Fulfillment: Send Receipt" column.

Remember, apart from the Fulfillment: Location column, all other columns are optional and depend on your specific requirements.

7. Importing the Modified File

Once you have made the necessary modifications to the exported file, save it. To import the file back into Shopify using the Matrixify app, follow these steps:

• Open the Matrixify app and go to the import section.
• Locate the modified file ("FulfillmentExampleTest" in this case) and select it.
• Wait for the app to analyze the file and ensure that it recognizes it as orders.
• The Row # and Top Row columns may not be recognized, which is expected as they are export-only columns.
• Verify that the rest of the columns are recognized correctly.
• If everything looks good, click on the "Import" button to start the import process.

8. Verifying the Import

After the import process is complete, ensure that the orders have been successfully fulfilled. You can cross-check the fulfillment details in the Shopify admin by accessing the specific order. Confirm that the fulfillment status, tracking number (if applicable), and other details have been updated accurately.

9. Checking the Fulfilled Order

To see the fulfillment details of the order in Shopify admin, open the order and navigate to the fulfillment section. You should be able to find the tracking number, shipment status, and other fulfillment-related information there.

10. Conclusion

Bulk fulfilling orders with the Matrixify app is a streamlined process that can save you valuable time when handling multiple orders. By exporting, modifying, and importing order data, you can efficiently fulfill a large number of orders with ease. Remember to customize the fulfillment columns as per your specific requirements and verify the fulfillment status after import. With the Matrixify app, you can ensure smooth and efficient order fulfillment in your Shopify store.

Highlights

• Learn how to use the Matrixify app for bulk order fulfillment.
• Export and modify order data to include fulfillment details.
• Save time and effort by efficiently fulfilling multiple orders at once.
• Customize the exported file to include only necessary columns.
• Use filters to export specific orders.
• Choose between CSV and Excel formats for exporting.
• Modify the exported file by changing the command column and adding fulfillment line information.
• Populate the fulfillment columns with relevant details.
• Import the modified file back into Shopify using the Matrixify app.
• Verify the fulfillment status and other details in the Shopify admin.

FAQ

Q: Can I export multiple orders at once with the Matrixify app? A: Yes, the Matrixify app allows you to export multiple orders at once. You can either export all orders or apply filters to export specific orders based on your requirements.

Q: Can I leave some columns empty in the exported file? A: Yes, apart from the Fulfillment: Location column, all other columns are optional. You can leave them blank if the information is not applicable to your fulfillment process.

Q: How can I track the fulfillment status of an order in Shopify? A: In the Shopify admin, open the specific order and navigate to the fulfillment section. There you will find the fulfillment status, tracking number (if applicable), and other fulfillment-related information.

Q: Can I notify the customer about the fulfillment? A: Yes, you can use the "Fulfillment: Send Receipt" column to notify the customer about the fulfillment. Set the value to "TRUE" to send the receipt.

Q: Can I import the modified file back into Shopify using a different app? A: The instructions provided in this article are specific to using the Matrixify app for import. The process may differ if you are using a different app.