Shopify SOPS

[SHOPIFY] How to Navigate through Shopify/Order Guide
1.) Log in Shopify Go to orders 2.) Search : Order number, customer name, address  3.) Customers order View 4.) Right side order ...
Tue, 6 Sep, 2022 at 11:04 AM
[SHOPIFY] Gift Card Overview
Locate Customer Order information. Under the timeline section, locate the Gift Card Code link. Right click to open in new tab for review. 3. Rev...
Mon, 3 Oct, 2022 at 2:32 PM
[SHOPIFY] Create Draft Order
Go to Shopify Select – Create Order (Top right corner)         2. Check if Items are available Select Browse Products     3. Search for ...
Mon, 3 Oct, 2022 at 1:28 PM
[SHOPIFY] How to Check Inventory Stock
Inventory checks are essential when clients contact in inquiring about certain products. This is necessary when creating a new order/reshipment for the clie...
Wed, 17 Mar, 2021 at 4:26 PM
[SHOPIFY] How to Locate Gift Cards
PURPOSE: When a client does not know their gift card number, we can provide them the git card numbers in the Portal.   DEFINITIONS: Clutch – Platfor...
Wed, 17 Mar, 2021 at 5:02 PM
[SHOPIFY] Deactivating Customer Accounts
1. Under Customers, search the email address 2. On the top left corner of the page, select the “disable account” option 3. Confirm to dis...
Thu, 16 Mar, 2023 at 6:31 AM
[SHOPIFY] How to Locate a Clients' Account
The Customer section of Shopify will allow you to review the following. Confirm if a customer has an account or accepts marketing emails How long the cus...
Thu, 16 Mar, 2023 at 7:02 AM
[SHOPIFY] Issuing Store Credit Gift Cards
Issuing Store Credit Gift Cards -SOP   Purpose: When we are unable to refund original form of payment or we are assisting a customer who purchased in sto...
Mon, 3 Oct, 2022 at 2:27 PM
[SHOPIFY] Types of Customer Accounts
Enabled – Customer has accepted and verified their email by confirming the link provided to set up their account. A confirmation email is also sent when t...
Wed, 10 Nov, 2021 at 5:49 AM
[SHOPIFY] How to Reset Password for Client
PURPOSE:             If the client has issues logging into their account, we can send the client an email to reset their password. DISTRIBUTION: Call...
Mon, 15 Mar, 2021 at 9:13 AM