Tutorials for running a Shopify store

A tutorial here is one job a store operator actually does: set up a discount code that works, take an order over the phone, send a return label. Every number in the worked example is computed and shown.

At the counter

• Ticket SO-001Discounts

  Create a percentage discount code in Shopify

  A welcome code, WELCOME15, worth 15% off orders of $50 or more. A $120 order drops to $102, and an $80 order drops to $68. Includes a discount planner file.

  6-minute read

• Ticket SO-002Orders

  Create a draft order in Shopify for a phone order

  A customer phones in an order instead of checking out online. Two tees, one hoodie, and gift wrap come to $106, plus $12 shipping, for $118 before tax. Includes a phone-order intake sheet.

  7-minute read

• Ticket SO-003Discounts

  Create a fixed-amount discount code in Shopify

  Set up SAVE25, $25 off orders of $100 or more. A $140 order drops to $115, and a $100 order drops to $75. Includes a discount planner file.

  6-minute read

• Ticket SO-004Discounts

  Create an automatic percentage discount in Shopify

  Set a 20% automatic discount that applies at checkout with no code to type. An $85 cart drops to $68 and a $62.50 cart drops to $50. Includes an example orders file.

  6-minute read

• Ticket SO-005Discounts

  Create an automatic fixed-amount discount in Shopify

  $10 off every order of $60 or more, applied automatically at checkout. A $75 order drops to $65 and a $60 order drops to $50. Includes an example orders file.

  5-minute read

• Ticket SO-006Discounts

  Limit a discount code to one collection in Shopify

  TEES20 gives 20% off the Summer Tees collection only. Two $30 tees and a $45 hoodie come to $93, and the hoodie alone never qualifies. Includes a cart worksheet file.

  5-minute read

• Ticket SO-007Discounts

  Limit a discount code to specific products in Shopify

  HOODIE15 takes 15% off the Summit Hoodie only. One hoodie drops from $45 to $38.25, and a $28 tee in the same cart stays full price. Includes a cart worksheet file.

  5-minute read

• Ticket SO-008Discounts

  Limit a discount code to a customer segment in Shopify

  LOYAL10 gives 10% off to the Repeat buyers segment. A $120 order drops to $108, and a first-time buyer typing the code gets nothing. Includes a segment member file.

  4-minute read

• Ticket SO-009Discounts

  Limit a discount code to specific customers in Shopify

  VIP30 gives 30% off to three named customers only. A $200 order for one of them drops to $140, and anyone else typing the code gets nothing. Includes a customer list file.

  5-minute read

• Ticket SO-010Discounts

  Set a minimum quantity for a discount code in Shopify

  THREEFOR20 gives 20% off when the cart holds 3 items or more. Three $20 items drop from $60 to $48, and two $20 items get nothing. Includes an example carts file.

  4-minute read

• Ticket SO-011Discounts

  How the minimum purchase amount works for Shopify discounts

  A $50 minimum counts product prices only. Products of $48 plus $5 shipping still fail, and a $55 cart with a $5.50 product discount fails the after-discount check. Includes a test carts file.

  5-minute read

• Ticket SO-012Discounts

  Set usage limits on a discount code in Shopify

  LAUNCH100 is capped at 200 total uses and one per customer. After 141 uses, 59 remain, and a customer who already used it is stopped at checkout. Includes a usage ledger file.

  4-minute read

• Ticket SO-013Discounts

  Apply a fixed-amount discount once per order in Shopify

  MUG5 takes $5 off one mug per order, not $5 off every mug. Three $18 mugs come to $49, not $39. Includes a cart comparison file.

  4-minute read

• Ticket SO-014Discounts

  Schedule a discount code to start and end in Shopify

  SUMMER25 runs 1 to 31 December 2026: 25% off, starting at 12:00 am in your store's time zone. An $80 order drops to $60 while it runs and pays full price outside it. Includes a sale calendar file.

  5-minute read

• Ticket SO-015Discounts

  Limit a discount code to one market in Shopify

  CANADA15 gives 15% off to customers in the Canada market only. An $80 order drops to $68, and a US order at the same total gets nothing. Includes an example orders file.

  4-minute read

• Ticket SO-016Discounts

  Create a buy one, get one free discount code in Shopify

  BUY2GET1 gives a free tee with every two bought. Three $30 tees drop from $90 to $60, and six tees drop from $180 to $120. Includes a cart worksheet file.

  5-minute read

• Ticket SO-017Discounts

  Create an automatic buy one, get one free discount in Shopify

  Buy 2, get 1 free on all tees, applied automatically with no code. Three $25 tees drop from $75 to $50. Includes a cart worksheet file.

  5-minute read

• Ticket SO-018Discounts

  Set up a buy two, get half price discount in Shopify

  BUY2HALF gives 50% off the third item. Three $40 items drop from $120 to $100, and six items drop from $240 to $200. Includes a cart worksheet file.

  4-minute read

• Ticket SO-019Discounts

  Set up a spend and get discount in Shopify

  SPEND75 gives a free hat when the cart reaches $75. An $80 tee order plus a $25 hat drops from $105 to $80, and a $70 cart gets nothing. Includes a cart worksheet file.

  4-minute read

• Ticket SO-020Discounts

  Limit a buy one, get one discount to two uses per order in Shopify

  B2G1MAX gives one free item per set, at most twice per order. Six $20 items drop from $120 to $80 with the cap, and to $60 without it. Includes a cart comparison file.

  4-minute read

• Ticket SO-021Discounts

  How the minimum purchase amount works for buy X, get Y discounts in Shopify

  Only Customer buys products at full price count toward the minimum. A $45 buy with a $25 get item fails a $50 minimum, and a discounted buy item stops counting. Includes a test carts file.

  5-minute read

• Ticket SO-022Discounts

  Set up a buy from one collection, get from another discount in Shopify

  TRAILGIFT gives a free accessory with two trail items. Two $35 trail items plus a $15 accessory drop from $85 to $70. Includes a cart worksheet file.

  5-minute read

• Ticket SO-023Discounts

  Set up discount combinations in Shopify

  A 20% product discount and a 10% order code stack only when each allows the other's class. On a $60 cart they save $15 together. Includes a combinations worksheet file.

  5-minute read

• Ticket SO-024Discounts

  Combine an order discount with free shipping in Shopify

  WELCOME10 plus free shipping saves $24 on a $132 order: 10% off the $120 goods and $12 shipping free. Both discounts must allow each other's class. Includes a savings worksheet file.

  4-minute read

• Ticket SO-025Discounts

  Stack two percentage order discounts in Shopify

  WELCOME10 and INFLUENCER20 both calculate on the original $100 subtotal, so the customer saves $30, not $28. Includes a stacking worksheet file.

  4-minute read

• Ticket SO-026Discounts

  Fix a discount code that will not combine in Shopify

  Two codes that cannot combine show 'Discount couldn't be used with your existing discounts'. On a $100 cart the fix turns a $12 saving into $20.80. Includes a troubleshooting worksheet file.

  5-minute read

• Ticket SO-027Discounts

  Export your discount codes to CSV in Shopify

  Export all your discounts to a CSV file for a broad overview of the code history. Pick the export scope and the file format, then open the file in a spreadsheet. Includes a sample export file.

  4-minute read

• Ticket SO-028Fulfilment

  Fulfil an order in Shopify

  Mark order 1042 as fulfilled: pick the items, add the tracking number, send the shipping confirmation, and watch the status change to Fulfilled.

  4-minute read

• Ticket SO-029Fulfilment

  Fulfil orders in bulk in Shopify

  Mark 14 orders as fulfilled at once from the Orders page: select them, click Mark as, then Fulfilled, and add tracking numbers afterwards one by one.

  4-minute read

• Ticket SO-030Fulfilment

  Partially fulfil an order in Shopify

  Ship the 3 Trail Crew Tees from order 1043 today and hold the Summit Hoodie for later: enter the quantities you are shipping and the rest stays unfulfilled.

  4-minute read

• Ticket SO-031Fulfilment

  Split a fulfilment in Shopify

  Order 1044 has items at two locations, so split it into two fulfilments: the Toronto parcel and the Vancouver parcel, each with its own tracking number.

  4-minute read

• Ticket SO-032Fulfilment

  Buy a shipping label in Shopify

  Buy a label for order 1045 from the order page: confirm the items and weight, pick a service, and the order is marked as fulfilled with tracking added.

  4-minute read

• Ticket SO-033Fulfilment

  Buy shipping labels in bulk in Shopify

  Buy 9 labels at once from the Shipping labels page: 6 orders for one green shirt and 3 for a green and a blue shirt, grouped and reviewed before you pay.

  4-minute read

• Ticket SO-034Fulfilment

  Void a shipping label in Shopify

  Order 1046 was cancelled after its $12.40 label was bought, so void the label from the order page: the cost comes back as a credit on the account.

  4-minute read

• Ticket SO-035Fulfilment

  Print a packing slip for one order in Shopify

  Print the slip for order 1047 before you seal the box: it lists the 3 items, the shipping and billing addresses, and the quantities to check against.

  4-minute read

• Ticket SO-036Fulfilment

  Print packing slips in bulk in Shopify

  Print all 18 slips for this morning's orders in one go: select the orders on the Orders page, click Print, then Print packing slips.

  4-minute read

• Ticket SO-037Fulfilment

  Set up fulfilment locations in Shopify

  Add the Vancouver warehouse as a second fulfilment location: name, address, and the toggle that lets it fulfil online orders, then check the plan limit.

  4-minute read

• Ticket SO-038Fulfilment

  Create a shipping zone in Shopify

  Add a Canada zone and a United States zone to the general shipping profile: name the zone, pick the countries, and the rates follow.

  4-minute read

• Ticket SO-039Fulfilment

  Set a flat shipping rate in Shopify

  Charge $10 for every order in the Canada zone, $5 over $50, and free over $100: one flat rate with three price rules.

  4-minute read

• Ticket SO-040Fulfilment

  Set a price-based shipping rate in Shopify

  Charge $24.99 under $100, $9.99 from $100.01 to $200, and free over $200: three price bands on the Canada zone.

  4-minute read

• Ticket SO-041Fulfilment

  Set a weight-based shipping rate in Shopify

  Charge $4.99 up to 0.99 lb, $9.99 up to 4.99 lb, and $19.99 up to 9.99 lb: three weight bands on the Canada zone.

  4-minute read

• Ticket SO-042Fulfilment

  Set a carrier-calculated shipping rate in Shopify

  Let Canada Post set the price at checkout: a 1 lb parcel shows $9.20, a 2.5 lb parcel $14.75, and a 5 lb parcel $21.30, each from the carrier.

  4-minute read

• Ticket SO-043Fulfilment

  Offer free shipping over a minimum order in Shopify

  Free shipping starts at $100: an $85 order still pays $9.99 for shipping, a $100 order pays nothing, and a $120 order pays nothing.

  4-minute read

• Ticket SO-044Fulfilment

  Create a custom shipping profile in Shopify

  Move the two oversized rugs into their own Oversized profile with a $15 flat rate, while every other product stays in the general profile at $8.

  4-minute read

• Ticket SO-045Fulfilment

  Add a tracking number to an order in Shopify

  Order 1048 shipped yesterday and the courier's number arrived this morning: add it to the fulfilled order so the customer gets a shipping update.

  4-minute read

• Ticket SO-046Fulfilment

  Put an order's fulfilment on hold in Shopify

  Order 1049 is flagged high risk, so hold its fulfilment before anyone packs it: pick the reason, and the status changes to On hold until you release it.

  4-minute read

• Ticket SO-047Fulfilment

  Connect a third-party fulfilment service in Shopify

  Add NorthStar Logistics as a custom fulfilment service: name and email, then assign 12 of the 20 products to it and keep 8 shipping from your own shelf.

  4-minute read

• Ticket SO-048Fulfilment

  Find unfulfilled orders in Shopify

  This week's 47 orders split into 31 fulfilled, 12 unfulfilled, and 4 on hold: the Unfulfilled tab shows the 12 that still need packing.

  4-minute read

• Ticket SO-049Fulfilment

  Change the fulfilment location on an order in Shopify

  Order 1052 needs 3 hoodies, Toronto has none and Vancouver has 5, so move the fulfilment to Vancouver and 2 hoodies stay on the shelf there.

  4-minute read

• Ticket SO-050Fulfilment

  Read an order's fulfilment timeline in Shopify

  Order 1054 went from placed at 14:02 on 10 November to fulfilled at 09:15 on 11 November: the Timeline shows every step, who did it, and when.

  4-minute read

• Ticket SO-051Fulfilment

  Set up local delivery in Shopify

  Offer delivery within 5 km for $5, within 10 km for $10, and within 20 km for $20: three zones, a $20 minimum, and no delivery past 20 km.

  4-minute read

• Ticket SO-052Fulfilment

  Set up pickup in store in Shopify

  Let customers collect orders at the Toronto shop: turn on pickup for the location, set the ready time to 2 hours, and write the pickup instructions.

  4-minute read

• Ticket SO-053Inventory

  Add a product to Shopify

  Add the Trail Crew Tee to your store: title, description, price of $28.00, cost of $11.00, and a $17.00 margin on each sale.

  5-minute read

• Ticket SO-054Inventory

  Add variants to a product in Shopify

  Give the Trail Crew Tee size and colour options: 3 sizes times 2 colours makes 6 variants, each with its own price and stock count.

  6-minute read

• Ticket SO-055Inventory

  Set an SKU and barcode for a product variant in Shopify

  Give each Trail Crew Tee variant a short SKU and a barcode: 6 SKUs, one per variant, with barcodes typed in the variant page.

  5-minute read

• Ticket SO-056Inventory

  Add product media to a product in Shopify

  Add photos to the Trail Crew Tee and match one image to each colour variant, inside the 250 media item limit per product.

  5-minute read

• Ticket SO-057Inventory

  Add tags, vendor, and type to a product in Shopify

  File the Trail Crew Tee so it can be found: vendor North Trail Supply, type Tees, and 3 tags, inside the 250 tag limit per product.

  5-minute read

• Ticket SO-058Inventory

  Edit a product's search engine listing in Shopify

  Rewrite the Trail Crew Tee search listing: a 48 character page title and a 114 character meta description, inside Shopify's cut-off limits.

  5-minute read

• Ticket SO-059Inventory

  Change a product's status in Shopify

  Move the Trail Crew Tee from Draft to Active when it is ready to sell, and know what Draft, Active, Archived, and Unlisted each mean.

  5-minute read

• Ticket SO-060Inventory

  Duplicate a product in Shopify

  Copy the Trail Crew Tee into a new listing in minutes: new title, Draft status, and all details copied except 3D models and video.

  5-minute read

• Ticket SO-061Inventory

  Archive a product in Shopify

  Take the Trail Crew Tee off sale without deleting it: archiving hides it from the storefront and files it under the Archived tab.

  5-minute read

• Ticket SO-062Inventory

  Delete a product permanently in Shopify

  Delete a test product for good in Shopify, and check first that archiving is not the better call: deleted products cannot be restored.

  5-minute read

• Ticket SO-063Inventory

  Set inventory to a counted quantity in Shopify

  After a shelf count of the Trail Crew Tee, set the stock to the counted 41 units: the record said 47, so the count is 6 short.

  6-minute read

• Ticket SO-064Inventory

  Add new stock with Adjust by in Shopify

  Book in a delivery of 24 Trail Crew Tees: Adjust by from Inventory addition takes the Main Street stock from 18 to 42 units.

  5-minute read

• Ticket SO-065Inventory

  Remove damaged stock from inventory in Shopify

  Write off 6 damaged Trail Crew Tees: Adjust by from the Main Street store to Inventory removal takes the stock from 42 to 36 units.

  5-minute read

• Ticket SO-066Inventory

  Move stock to an unavailable state in Shopify

  Hold 4 Trail Crew Tees for quality control: moving them from Available to the Quality control state leaves 32 units sellable of 36 on hand.

  5-minute read

• Ticket SO-067Inventory

  Transfer inventory between locations in Shopify

  Move 18 Trail Crew Tees from the Warehouse to the Main Street store: the transfer saves as a draft, then moves to In progress.

  6-minute read

• Ticket SO-068Inventory

  Receive an inventory transfer in Shopify

  Receive the 18 Trail Crew Tees at the Main Street store: accept 15, reject 2, and cancel 1, so the books match the box.

  5-minute read

• Ticket SO-069Inventory

  Assign a product to locations in Shopify

  Stock the Trail Crew Tee at the Warehouse and the Main Street store, not the Pop-up location: 2 of 3 locations, each with its own count.

  5-minute read

• Ticket SO-070Inventory

  Turn on inventory tracking for a product in Shopify

  Turn on Track quantity for the Trail Crew Tee so Shopify counts it down: without tracking, a sale leaves the count at zero and the shelf unchecked.

  5-minute read

• Ticket SO-071Inventory

  Find low-stock products in Shopify

  Scan the Inventory page for the thinnest stock: the Trail Crew Tee Small Blue has 9 units at 3 a day, so it runs out in 3 days.

  5-minute read

• Ticket SO-072Inventory

  View a product's inventory history in Shopify

  Read the Trail Crew Tee adjustment history: a delivery of 24, a write-off of 6, and a hold of 4 leave the count 14 higher than it started.

  5-minute read

• Ticket SO-073Inventory

  Read the month-end inventory snapshot in Shopify

  Read the month-end inventory snapshot for the Trail Crew Tee: 36 units on hand worth $396.00 at the $11.00 cost per item.

  6-minute read

• Ticket SO-074Inventory

  Read the sell-through rate report in Shopify

  Read the sell-through rate for the Trail Crew Tee: 38 sold of 50 stocked is 76%, while the slow variant sits at 28%.

  6-minute read

• Ticket SO-075Inventory

  Create a manual collection in Shopify

  Build the Trail Picks manual collection with 5 products picked by hand: only the products you add appear, and new products stay out until you add them.

  5-minute read

• Ticket SO-076Inventory

  Create an automated collection in Shopify

  Build the Summer Trail automated collection: products tagged summer join on their own, and 12 of 40 products match the two conditions.

  6-minute read

• Ticket SO-077Inventory

  Import products with a CSV file in Shopify

  Import 3 products with 9 variants from a CSV file: Title is the only required column for new products, and the rows must add up first.

  6-minute read

• Ticket SO-078Taxes

  Set up sales tax collection in Shopify

  Turn on tax collection for each region where you are registered, add your tax number, and check the result on a $120 order in British Columbia and Ontario.

  5-minute read

• Ticket SO-079Taxes

  Set a tax override for a shipping destination in Shopify

  Charge a different tax rate on shipping for one region, so a state that does not tax shipping stays at 0% while the rest of the store keeps its usual rate.

  4-minute read

• Ticket SO-080Taxes

  Mark a customer tax exempt in Shopify

  Set a customer to Don't collect tax, or Collect tax unless exemptions apply, so a nonprofit or reseller checks out without tax on the items that qualify.

  4-minute read

• Ticket SO-081Taxes

  Choose DDP or DAP for duties on international Shopify orders

  With DDP the customer pays duties at checkout and you ship with a DDP label; with DAP the customer pays at the door, sometimes with an extra brokerage fee.

  5-minute read

• Ticket SO-082Taxes

  Set up VAT and GST collection in Shopify

  Add VAT registrations for the EU and the UK and GST for Canada, and use the €10,000 OSS threshold to decide when cross-border EU VAT changes.

  6-minute read

• Ticket SO-083Taxes

  Run a Shopify tax report

  Open the United States sales tax report or the Taxes finance report, drill from state to jurisdiction to transaction, and export a CSV for your filing.

  5-minute read

• Ticket SO-084Taxes

  Price products tax-inclusive in Shopify

  Turn on dynamic tax-inclusive pricing for a market, so customers who expect VAT in the price see it included and customers who expect tax added at checkout see it added.

  4-minute read

• Ticket SO-085Taxes

  Charge tax on shipping in Shopify

  Turn on the Charge tax on shipping rates setting, and check the proportional split on an order that mixes taxable and exempt products.

  5-minute read

• Ticket SO-086Taxes

  Set Canadian provincial tax rates in Shopify

  Add a GST/HST registration and a separate registration for each province with its own tax, so a $100 order totals $105 in Alberta and $113 in Ontario.

  5-minute read

• Ticket SO-087Taxes

  Set a tax override for a product in Shopify

  Put zero-rated products in a manual collection and override their rate to 0%, so groceries and children's clothing stop carrying tax they should not carry.

  5-minute read

• Ticket SO-088Taxes

  Add a tax registration number in Shopify

  Enter your GST/HST number or provincial tax number in Settings, Taxes and duties, so Shopify charges tax in the regions where you are registered.

  5-minute read

• Ticket SO-089Payments

  Authorize now and capture later in Shopify

  Switch payment capture to manual, review an order before you take the money, and capture inside the 7-day authorization window.

  5-minute read

• Ticket SO-090Payments

  Void a payment authorization in Shopify

  Cancel an order whose payment was never captured and the authorization voids instead of refunding: no money moves, the hold is released, and the payment status reads Voided.

  4-minute read

• Ticket SO-091Payments

  Accept cash on delivery in Shopify

  Turn on cash on delivery as a manual payment method, write the instructions the customer sees, and mark the order paid only when the cash arrives.

  4-minute read

• Ticket SO-092Payments

  Accept bank transfer payments in Shopify

  Add bank transfer as a manual payment method with your account details, and mark each order paid only when the transfer lands in your account.

  5-minute read

• Ticket SO-093Payments

  Test payments in test mode in Shopify

  Turn on Shopify Payments test mode or the Test payment gateway, run a test order with card number 1, 2 or 3, and turn test mode off before you go live.

  5-minute read

• Ticket SO-094Payments

  Set up payment settings and providers in Shopify

  Activate Shopify Payments or pick one third-party credit card provider, add the extra methods your customers use, and know what each choice costs on a $240 order.

  5-minute read

• Ticket SO-095Payments

  Handle a failed payment in Shopify

  Read the payment event on the abandoned checkout, sort a customer-side decline from a store-side setup problem, and recover the order without double-charging.

  5-minute read

• Ticket SO-096Payments

  Release a payment hold in Shopify

  Find out whether your money is in an account hold, a reserve, or a failed payout, then give Shopify exactly what the hold notice asks for.

  5-minute read

• Ticket SO-097Payments

  Set up Shop Pay Installments in Shopify

  Turn on Shop Pay Installments under Shopify Payments, so a $480 order can be paid in four payments of $120 while you receive the full amount upfront.

  4-minute read

• Ticket SO-098Payments

  Enable a local payment method in Shopify

  Turn on iDEAL for a Netherlands market or Bancontact for Belgium, so customers in that market can pay with the method they already use.

  5-minute read

• Ticket SO-099Payments

  Create and issue a gift card in Shopify

  Issue a $50 gift card from Products, Gift cards, attach it to a customer, and send it without taking any payment from the recipient.

  5-minute read

• Ticket SO-100Payments

  Check a gift card balance in Shopify

  Find a gift card on the Gift cards page, read its balance, and send the customer the exact figure before they reach checkout.

  4-minute read

• Ticket SO-101Payments

  Redeem a gift card at checkout in Shopify

  Enter the gift card code at checkout, let it cover the whole order total including tax and shipping, and pay the rest with a second method if the balance falls short.

  5-minute read

• Ticket SO-102Payments

  Refund an order to a gift card in Shopify

  Refund a returned order back onto the gift card that paid for it, splitting a partial refund between the gift card and the card when both were used.

  5-minute read

• Ticket SO-103Returns

  Set up a return policy in Shopify

  Set a 30-day return window, a flat $8.95 return shipping fee, and a 10% restocking fee in Shopify, then write the policy your customers read.

  5-minute read

• Ticket SO-104Returns

  Turn on self-serve returns in Shopify

  Let customers request a return from their account: turn on self-serve returns, and a 2-item, $73.00 request comes back with a $64.05 refund estimate.

  5-minute read

• Ticket SO-105Returns

  Create a manual return in Shopify

  Create a return from an order in Shopify: pick the items, set the reason, check the fees, and the customer gets an estimated refund of $31.55.

  5-minute read

• Ticket SO-106Returns

  Create a return shipping label in Shopify

  Send a customer a return label from Shopify: create it in the admin for US and Canadian addresses, or upload one you bought elsewhere.

  5-minute read

• Ticket SO-107Returns

  Track a return in Shopify

  Follow a return from creation to refund in Shopify: created 12 November, received 17 November, refunded the same day for $48.65.

  5-minute read

• Ticket SO-108Returns

  Inspect returned items in Shopify

  Check returned items against the return before you refund: 2 of 3 pass inspection for a $73.00 refund, and the damaged tee stays out.

  5-minute read

• Ticket SO-109Returns

  Restock returned items in Shopify

  Put sellable returns back on the shelf in Shopify: restock 2 tees at your store location and the on-hand count rises from 4 to 6.

  5-minute read

• Ticket SO-110Returns

  Issue a full refund for a return in Shopify

  Refund a whole returned order in Shopify: items $101.00 plus $12.00 shipping comes back as one $113.00 refund.

  5-minute read

• Ticket SO-111Returns

  Issue a partial refund for a return in Shopify

  Refund one item from an order in Shopify: a $64.00 Ridge Pack comes back for a $57.60 refund while the $45.00 hoodie stays sold.

  5-minute read

• Ticket SO-112Returns

  Refund a return to store credit or a gift card in Shopify

  Refund a return as store credit in Shopify: a $45.00 hoodie becomes $40.50 of credit after the 10% restocking fee, expiring 15 February 2027.

  5-minute read

• Ticket SO-113Returns

  Refund a return to the original payment method in Shopify

  Send a return refund back to the card that paid in Shopify: $101.00 of items comes back as a $92.05 refund after the $8.95 return shipping fee.

  5-minute read

• Ticket SO-114Returns

  Decide who pays return shipping in Shopify

  Choose who pays return shipping in Shopify: store-paid returns refund the full $45.00, while a flat $8.95 fee leaves a $36.05 refund.

  5-minute read

• Ticket SO-115Returns

  Choose return reasons for a return in Shopify

  Record a reason on every return in Shopify: apparel reasons like Too big and Too small turn 40 November returns into a pattern you can read.

  5-minute read

• Ticket SO-116Returns

  Handle a return for a damaged item in Shopify

  Refund a damaged item in full in Shopify: a $45.00 hoodie comes back for $45.00, with the restocking fee and return shipping waived.

  5-minute read

• Ticket SO-117Returns

  Handle a return for the wrong item in Shopify

  Fix a wrong-item shipment in Shopify: return the size L tee, send the size M as an exchange, and the $28.00-for-$28.00 swap is even.

  5-minute read

• Ticket SO-118Returns

  Exchange an item through a return in Shopify

  Exchange an item through a return in Shopify: a $45.00 hoodie comes back, a $52.00 jacket goes out, and the customer owes $15.95.

  5-minute read

• Ticket SO-119Returns

  Set a return window in Shopify

  Set a return window in Shopify: 30 days from delivery means a parcel delivered 12 November can come back until 12 December.

  5-minute read

• Ticket SO-120Returns

  Handle a return for a gift purchase in Shopify

  Handle a gift return in Shopify: refund the recipient with $25.20 of store credit and the giver's card is never touched.

  5-minute read

• Ticket SO-121Returns

  Read return reports in Shopify

  Read return reports in Shopify: 40 November returns averaging $30.35 in refunds, with Too small leading at 12 returns.

  5-minute read

• Ticket SO-122Returns

  Handle an international return in Shopify

  Handle an international return in Shopify: no Shopify label is available, so the customer ships the $45.00 hoodie back and you refund the full $45.00.

  5-minute read

• Ticket SO-123Returns

  Decide whether to restock a returned item in Shopify

  Decide what to restock in Shopify: of 5 items that came back, 3 go back on the shelf, 1 damaged tee does not, and 1 never arrived.

  5-minute read

• Ticket SO-124Returns

  Remove a missing item from a return in Shopify

  Remove an item that never arrived from a return in Shopify: a 3-item return becomes 2 items, and the refund drops from $101.00 to $56.75.

  5-minute read

• Ticket SO-125Returns

  Return some items from an order in Shopify

  Return some items from an order in Shopify: 1 of 3 items goes back for a $16.25 refund, and the other 2 stay sold.

  5-minute read

• Ticket SO-126Returns

  Refund the shipping cost on a return in Shopify

  Refund the shipping cost on a return in Shopify: a $45.00 hoodie plus $12.00 shipping comes back as $43.55 after the fees.

  5-minute read

• Ticket SO-127Returns

  Cancel a return in Shopify

  Cancel a return in Shopify when the customer changes their mind: the $31.55 estimated refund disappears and the order goes back to normal.

  5-minute read

• Ticket SO-128Orders

  Add a custom item to a draft order in Shopify

  Gift wrap and rush embroidery are not products in the catalogue, so they go on as custom items. Two tees plus two custom items come to $74, plus $8 shipping, for $82.

  5-minute read

• Ticket SO-129Orders

  Add a note and a timeline comment to a Shopify order

  A phone promise needs to live on the order, not in a notebook. A note and a timeline comment on a $113 order record the promise where the next person on the order can find it.

  5-minute read

• Ticket SO-130Orders

  Archive completed orders in Shopify

  Eighteen orders are done and still sitting in the open list. Twelve are fulfilled and paid and six are cancelled, and archiving all eighteen clears the list.

  5-minute read

• Ticket SO-131Orders

  Cancel a paid Shopify order before it ships

  A customer cancels a paid order before it ships. Cancelling order 1055 refunds the full $160.00 to the original payment method and returns six items to stock.

  5-minute read

• Ticket SO-132Orders

  Cancel an unpaid order in Shopify before fulfilment

  A customer cancels before paying and before anything ships. Cancelling order 1052 voids the $95.00 authorization, restocks three items, and notifies the customer.

  5-minute read

• Ticket SO-133Orders

  Change the shipping address on an order in Shopify

  A customer moved after ordering, so the parcel goes to the new address. The order totals $85 before tax, and the tax is recalculated for the new destination.

  5-minute read

• Ticket SO-134Orders

  Change quantities on a draft order in Shopify

  A customer adds two more tees to a draft before paying. Raising the tees from two to four lifts the draft subtotal from $101 to $157, a $56 increase.

  5-minute read

• Ticket SO-135Orders

  Turn a draft order into a paid order in Shopify

  A draft is only a draft until the money arrives. Accepting $153.00 on a jacket-and-tees draft creates a paid order on the Orders page.

  5-minute read

• Ticket SO-136Orders

  Create a draft order in Shopify for local pickup

  A customer orders by phone and picks up at the shop, so no shipping is charged. Two tees and a hoodie come to $101, with $0.00 pickup, and the order is paid at the counter.

  5-minute read

• Ticket SO-137Orders

  Create a draft order in Shopify for a pre-order

  A customer pre-orders jackets that ship later. Three jackets and two tees come to $311, with a 20% deposit of $62.20 and a $248.80 balance due on fulfilment.

  5-minute read

• Ticket SO-138Orders

  Create a replacement draft order in Shopify

  A hoodie arrived damaged, so a replacement goes out. The replacement draft holds the hoodie and a goodwill tee, for $73 with free shipping.

  5-minute read

• Ticket SO-139Orders

  Create a wholesale draft order in Shopify

  A wholesale buyer phones in a bulk order with a purchase order number. Twelve tees and six hoodies come to $408, plus $25 shipping, for $433 before tax.

  5-minute read

• Ticket SO-140Orders

  Duplicate an order in Shopify for a repeat customer

  A regular customer wants the same order again. Duplicating order 1031 rebuilds its $129 of products in a new draft, and the $12 shipping goes back on by hand.

  5-minute read

• Ticket SO-141Orders

  Export Shopify orders to a CSV file

  The bookkeeper needs last week in a spreadsheet. Exporting 62 orders by date gives 40 paid at $1,240, 15 unpaid at $310, and 7 refunded at $96, for $1,646 in total.

  5-minute read

• Ticket SO-142Orders

  Filter Shopify orders by date and status

  Fifty-eight orders are open this morning. Filtering by date and status splits them into 14 unfulfilled, 10 unpaid, 9 both, and 25 ready to close.

  5-minute read

• Ticket SO-143Orders

  Issue a partial refund on a Shopify order

  One backpack in a four-backpack order is faulty, so only one is refunded. A $68.00 partial refund leaves $204.00 kept on a $272.00 order, and the status becomes Partially refunded.

  5-minute read

• Ticket SO-144Orders

  Record a partial payment on a draft order in Shopify

  A customer pays part of an order now and the rest later. Five backpacks come to $340, with $140 paid and a $200 balance still owed.

  5-minute read

• Ticket SO-145Orders

  Refund a Shopify order without a return

  A tote arrived damaged and the customer keeps it, so the money goes back with no return shipment. Refunding the $24.00 tote leaves $90.00 kept on a $114.00 order.

  5-minute read

• Ticket SO-146Orders

  Require a deposit on a draft order in Shopify

  A custom order needs money up front before work starts. Ten hoodies come to $450, with a 20% deposit of $90 and a $360 balance due later.

  5-minute read

• Ticket SO-147Orders

  Reserve inventory on a draft order in Shopify

  Five tees and three hoodies are promised to a buyer while they decide. Reserving $275.00 of stock moves it to Committed until 14 November at 5:00 pm, and no other customer can buy it.

  5-minute read

• Ticket SO-148Orders

  Search for a Shopify order by customer

  A customer phones about an order but has no order number. Searching by her name finds three orders worth $174 in total, and the right one in seconds.

  5-minute read

• Ticket SO-149Orders

  Send an order invoice to a customer in Shopify

  A customer wants to pay from the invoice, not at the counter. Sending the invoice for a $144 order gives them a checkout link, and paying it turns the draft into a paid order.

  5-minute read

• Ticket SO-150Orders

  Set payment terms on a draft order in Shopify

  A wholesale buyer pays on Net 30 instead of at checkout. Twelve hoodies and two tees come to $596, plus $25 shipping, for $621 due 11 December 2026.

  5-minute read

• Ticket SO-151Orders

  Tag a Shopify order for follow-up

  Fourteen orders were reviewed this morning. Six are wholesale, five are gifts, and three are reviewed, and the tags make each group findable in one search.

  5-minute read

• Ticket SO-152Orders

  Update the contact details on an order in Shopify

  An order has the wrong email, so the confirmation and the invoice would go nowhere. Fixing the email on a $82 order takes a minute, and the profile stays unchanged unless you ask.

  5-minute read

• Ticket SO-153Customers

  Add a customer manually in Shopify

  Add one customer by hand in Shopify: name, email, phone, address, and tax settings, with a three-customer market stall example totalling $143.00.

  4-minute read

• Ticket SO-154Customers

  Import customers into Shopify from a CSV file

  Bring a customer list into Shopify with a CSV file: the 15 MB limit, the UTF-8 rule, and a 120-row example where 118 import and 2 are skipped as duplicates.

  4-minute read

• Ticket SO-155Customers

  Build a customer CSV import file from the Shopify template

  Fill in Shopify's customer CSV template without tripping the import: 20 columns, yes or no only in the consent fields, and a five-row example with 3 email subscribers.

  4-minute read

• Ticket SO-156Customers

  Export customers from Shopify to a CSV file

  Get your customer list out of Shopify as a CSV file: pick the scope, add tags and metafields, and know when the file downloads and when it arrives by email.

  4-minute read

• Ticket SO-157Customers

  Create a customer segment in Shopify

  Group customers by a rule instead of by hand: build a segment in Shopify's query editor, run it to see the live count, and save it with a clear name.

  4-minute read

• Ticket SO-158Customers

  Segment customers by purchase history in Shopify

  Find your repeat buyers with one filter: number of orders at 3 or more, with a six-customer example where 3 qualify and their combined spend is $458.50.

  4-minute read

• Ticket SO-159Customers

  Segment customers by location in Shopify

  Group customers by city with one location filter: Toronto holds 61 of 214 customers, Vancouver 38, Montreal 19, and the rest 96, adding to 214.

  4-minute read

• Ticket SO-160Customers

  Segment customers by amount spent in Shopify

  Find the customers who spent over $500: 3 of 8 example customers qualify, their combined spend is $1,988.25, and that is 63.46% of the $3,133.00 total.

  4-minute read

• Ticket SO-161Customers

  Tag customers and add notes in Shopify

  Label customers so you can find them again: tags are staff-only and not case-sensitive, notes stay on the profile, and 20 customers take 25 tag assignments in the example.

  4-minute read

• Ticket SO-162Customers

  Read a customer timeline and order history in Shopify

  Open a customer profile and read the whole story: 4 orders totalling $203.25, 2 emails, and 1 note, for 7 timeline events on Maya Chen's profile.

  4-minute read

• Ticket SO-163Customers

  Send a customer account invite in Shopify

  Invite a customer to create an account on your store: one invite per customer, valid for 30 days, with a 12-invite example where 9 are accepted and 3 expire.

  4-minute read

• Ticket SO-164Customers

  Set email and SMS marketing consent for a customer in Shopify

  Record what each customer agreed to, channel by channel: 96 of 214 agreed to email, 41 to SMS, 28 to both, and 105 to neither.

  4-minute read

• Ticket SO-165Customers

  Search and filter your customer list in Shopify

  Find one customer in a list of 214: search Chen and get 3 matches, search Maya and get 2, and use the Customers filter in admin search to keep the rest of the admin out.

  4-minute read

• Ticket SO-166Customers

  Edit a customer address in Shopify

  Fix an address that changed: 3 of the 7 address fields change when Maya Chen moves, which is 42.86%, and the default stays hers until you switch it.

  4-minute read

• Ticket SO-167Customers

  Add a customer metafield in Shopify

  Store a fact Shopify has no field for: a Loyalty tier text field and a Points balance number field, with 3 customers holding 545 points between them.

  4-minute read

• Ticket SO-168Customers

  Merge duplicate customer profiles in Shopify

  Fold two profiles for one person into one: 3 orders plus 1 order makes 4, $203.25 plus $45.00 makes $248.25, and the merge cannot be undone.

  4-minute read

• Ticket SO-169Customers

  Erase a customer's personal data in Shopify

  Answer a data erasure request the Shopify way: submit it from the customer profile, know the 5-day cancel window, and keep the order records the law needs.

  4-minute read

• Ticket SO-170Customers

  Segment customers who bought a product in Shopify

  Build a buyers list for one product: 37 of 214 customers bought the Summit Hoodie, 41 hoodies in total, for $1,845.00 in hoodie revenue.

  4-minute read

• Ticket SO-171Customers

  Delete a customer profile in Shopify

  Remove a profile that should not be there: 19 of 23 selected profiles delete cleanly, 4 stay because they hold orders, and 214 customers become 195.

  4-minute read

• Ticket SO-172Customers

  Edit a customer's contact details in Shopify

  Fix a name, email, or phone number on a profile: 2 of 5 contact fields change in the example, and Maya Chen's 4 orders, worth $203.25, stay on the same profile.

  4-minute read

• Ticket SO-173Customers

  Add a second address to a customer in Shopify

  Give a customer a cottage address alongside the home one: 3 customers add a second address each, taking the list from 3 addresses to 6, with 3 defaults.

  4-minute read

• Ticket SO-174Customers

  Segment customers who have never ordered in Shopify

  Find the contacts who never bought: 58 of 214 customers have zero orders, which is 27.10%, and 41 of those 58 are email subscribers.

  4-minute read

• Ticket SO-175Customers

  Send a customer a copy of their data in Shopify

  Answer a data access request: ask Shopify for the customer's file from their profile, reply within one month, and log the request with its 11 December 2026 deadline.

  4-minute read

• Ticket SO-176Reports

  Read your sales reports in Shopify

  Open Analytics, read the dashboard cards, then open the sales reports to check a week of sales: $3,890.40 across 127 orders. Includes a weekly sales record file.

  6-minute read

• Ticket SO-177Reports

  Check which products sold best in Shopify

  Open the Total sales by product report: the Trail Crew Tee sold 42 units for $1,176.00, 46.37% of the week’s $2,536.00. Includes a product sales file.

  6-minute read

• Ticket SO-178Reports

  Compare sales by channel in Shopify

  Open the Total sales by sales channel report: the Online Store took $1,840.00 of $2,700.00, POS $612.50 and Shop $247.50. Includes a channel sales file.

  6-minute read

• Ticket SO-179Reports

  Read the Finance Summary report in Shopify

  Open the Finance Summary report and read the Total sales breakdown: $4,820.00 gross, $312.40 discounts, $145.00 reversals, $4,976.20 total sales. Includes a finance summary file.

  6-minute read

• Ticket SO-180Reports

  Read the discount report in Shopify

  Open the Discounts by order report: WELCOME15 was used 34 times for $486.20 and SAVE20 12 times for $240.00, $726.20 in all. Includes a discount record file.

  6-minute read

• Ticket SO-181Reports

  Read the month-end inventory report in Shopify

  Open the Month-end inventory value report: 120 tees, 64 hoodies and 85 totes on hand are worth $2,908.25 at cost. Includes an inventory value file.

  6-minute read

• Ticket SO-182Reports

  Read the new vs returning customer report in Shopify

  Open the New vs returning customers report: 86 first-time and 54 returning customers in October, a 38.57% returning rate. Includes a customer record file.

  6-minute read

• Ticket SO-183Reports

  Read the sessions and traffic report in Shopify

  Open the Sessions by referrer report: 3,400 sessions in the week, 1,240 direct, 986 from search, and 88 orders for a 2.59% conversion rate. Includes a sessions file.

  6-minute read

• Ticket SO-184Settings

  Add a staff account and set its permissions in Shopify

  Open Settings then Users, invite the new staff member, and assign a role: one user with two roles holds 8 distinct permissions, not 10. Includes a staff roles file.

  6-minute read

• Ticket SO-185Settings

  Change your store time zone in Shopify

  Open Settings then General and pick the new time zone in Store defaults: a 2:00 pm Toronto order reads as 11:00 am in Vancouver. Includes a time zone check file.

  6-minute read

• Ticket SO-186Settings

  Change your store currency in Shopify

  Open Settings then General and use Change store currency: at the worked example rate of $0.73, a $120.00 order reads as $87.60 in US dollars. Includes a currency file.

  6-minute read

• Ticket SO-187Settings

  Change your store address in Shopify

  Open Settings then General and edit the store address: the same $200.00 order taxes at $26.00 under the old address and $24.00 under the new one. Includes an address checklist file.

  6-minute read

• Ticket SO-188Settings

  Set up your checkout settings in Shopify

  Open Settings then Checkout: pick email as the contact method, set the shipping phone number to Required, and offer 10%, 15% and 20% tips on an $80.00 order. Includes a checkout checklist file.

  6-minute read

• Ticket SO-189Settings

  Edit the order and shipping confirmation emails in Shopify

  Open Settings then Notifications and edit the Order and Shipping confirmation templates: the example order totals $126.13 and the order status link goes in both. Includes an email order file.

  6-minute read

• Ticket SO-190Settings

  Create a metafield definition in Shopify

  Open Settings then Metafields and metaobjects and add a definition for Products: a 24-month warranty on a purchase of 11 November 2026 ends 11 November 2028. Includes a metafield record file.

  6-minute read

• Ticket SO-191Settings

  Upload files in Shopify

  Open Content then Files and upload up to 200 files at once: the example batch of 5 files totals 39.8 MB and the largest, 18.4 MB, sits under the 20 MB image limit. Includes a file upload log.

  6-minute read

• Ticket SO-192Settings

  Add a market in Shopify

  Open Markets and create a market: the Europe market groups Germany, France and the Netherlands, and a $50.00 product lists at $55.00 with a 10% price adjustment. Includes a market setup file.

  6-minute read

• Ticket SO-193Settings

  Add a language to your store in Shopify

  Open Settings then Languages and add French: 96 of 120 theme strings are translated, 80.0% coverage, and the checkout is one of the pre-translated checkouts. Includes a translation tracker file.

  6-minute read

• Ticket SO-194Settings

  Connect a custom domain to Shopify

  Point the A record to 23.227.38.65 and the www CNAME to shops.myshopify.com, then connect it in Settings then Domains: the example domain was live 23.5 hours later. Includes a DNS record file.

  6-minute read

• Ticket SO-195Settings

  Install an app from the Shopify App Store

  Open the App Store, pick the app, and read the Install app screen before you click Install: three apps at $9.99 a month cost $29.97 a month, $359.64 a year. Includes an app install checklist file.

  6-minute read

• Ticket SO-196Settings

  Review an installed app permissions in Shopify

  Open Settings then Apps and open the app about page: the example app can view or edit 7 areas, used 5 in the last 30 days, and 2 areas sit unused at 28.57%. Includes a permissions review file.

  6-minute read

• Ticket SO-197Settings

  Set up the Point of Sale channel in Shopify

  Add Point of Sale under Sales channels, install the Shopify POS app, and set up the till: hardware totals $586.00 for the reader, printer, drawer and iPad stand. Includes a POS setup checklist file.

  6-minute read

• Ticket SO-198Settings

  Pause or close your store in Shopify

  Open Settings then Plan: pause on the Pause and Build plan and keep working, or cancel the plan and let the store run to the end of the billing cycle, 19 days away. Includes a pause checklist file.

  6-minute read

• Ticket SO-199Settings

  Read the store activity log in Shopify

  Open Settings then General and click Store activity log: the example week holds 127 entries, 18.14 a day, just over half of the 250 results the current log shows. Includes an activity log file.

  6-minute read

• Ticket SO-200Customers

  Add a customer to a segment in Shopify

  Put one customer into a tag-based segment: tag Maya Chen vip on her customer page and the VIP segment grows from 23 to 24 customers, 17.14% of the store. Includes a segment record file.

  6-minute read

• Ticket SO-201Discounts

  Create a free shipping discount code in Shopify

  SHIPFREE75 takes the $9.99 standard shipping off orders of $75 or more in Canada: a $74.99 order still pays, a $75 order ships free, and the $29.99 express rate stays paid because rates over $25 are excluded. Includes a code table file.

  6-minute read

• Ticket SO-202Discounts

  Fix a discount code that does not work in Shopify

  A customer reports SAVE10 in November: the code ended 31 October 2026 and the $48 cart misses the $50 minimum because shipping does not count. Six checks in order find both faults. Includes a checklist file.

  6-minute read