Managing subscription orders in Shopify requires a clear understanding of how different types of subscription models operate and how to handle the associated logistics within the Shopify admin. Here’s a breakdown of how to manage pay-per-delivery orders and prepaid subscription orders effectively:
Managing Pay-Per-Delivery Subscription Orders
Pay-per-delivery subscription orders are simpler to manage because each order behaves like a standard Shopify order:
- Order Creation: Your subscription app automatically creates new pay-per-delivery orders at regular intervals.
- Fulfillment: These orders appear on your Orders list and are managed and fulfilled just like non-subscription orders.
- Recurring Process: This process repeats for each subscription cycle.
Managing Prepaid Subscription Orders
Prepaid subscription orders involve more complex handling since they are paid for upfront and require multiple fulfillments over time:
Overview
- Initial Status: Prepaid subscription orders initially show as a single order with a "Scheduled" status.
- Fulfillment Cycles: When a fulfillment date is reached, the status updates to "Unfulfilled," allowing you to fulfill the order. Post-fulfillment, it reverts to "Scheduled" for future fulfillments.
- Tracking: These orders can be tracked on the Orders page under various statuses like Fulfilled, Unfulfilled, and Scheduled.
Key Actions
- Filtering Orders: Filter your Orders page by "Scheduled" to see upcoming fulfillments that don’t require immediate action or by "Unfulfilled" for orders ready to be fulfilled.
- Sorting Orders: Sort orders by the oldest date to prioritize older, ready-to-fulfill subscriptions.
Steps for Sorting and Filtering
- Go to Orders in your Shopify admin.
- Use Search and filter to activate filters.
- Add a filter for Fulfillment status and choose "Unfulfilled."
- Use the Sort menu to select Date and sort from "Oldest to newest." ;
- Optionally, save this filter for future use.
Editing Prepaid Subscription Orders
- Limitations: You can add or remove non-scheduled items in an order that contains scheduled fulfillments, but you cannot modify scheduled items themselves.
- Duplication: You cannot duplicate prepaid subscription orders.
Canceling and Refunding Prepaid Subscription Orders
- Cancellation: You can cancel orders that have not yet been fulfilled. If parts of the order have been fulfilled, cancellation isn’t possible, but you can still refund these parts.
- Refunding: Manually refund orders through Shopify, and remember to cancel the subscription in your subscription app if necessary.
Reserving Inventory
- Inventory Management: Inventory for each fulfillment cycle is reserved only when the fulfillment date is reached. This ensures accurate stock levels and availability.
Fulfilling Subscription Orders
- Scheduled Fulfillments: Fulfill orders as their scheduled dates arrive.
- Early Fulfillment: If needed, you can choose to fulfill an order before its scheduled date by marking it as unfulfilled.
Steps for Early Fulfillment
- Navigate to Orders.
- Select the order you wish to fulfill early.
- In the Scheduled section, choose Fulfill early.
- Confirm the fulfillment details and mark the order as unfulfilled to proceed with shipping.
By following these guidelines, you can effectively manage subscription orders in Shopify, ensuring a smooth operation and high customer satisfaction.