How to Look at Multiple Order Form Customers on Shopify

Table of Contents

1. Introduction
2. Understanding the Significance
3. Built-in Shopify Features
4. Utilizing Shopify Apps for Enhanced Efficiency
5. Best Practices for Managing Multiple Order Forms
6. Case Study: Combining Orders for Efficient Shipping
7. Conclusion
8. Frequently Asked Questions (FAQ)

Introduction

Have you ever encountered the challenge of managing multiple order forms from customers on Shopify? If you’re an e-commerce store owner, especially on the Shopify platform, you know how crucial it is to streamline processes, manage orders efficiently, and provide a seamless experience for your customers. Imagine saving on shipping costs and reducing operational redundancies by intelligently consolidating pending orders. Today, we’ll dive deep into practical strategies to view and manage multiple order forms for customers on Shopify. By the end of this post, you'll gain actionable insights to optimize your order management process, ensuring a smoother operation and happier customers.

Understanding the Significance

Before we dive into the technical steps, it's essential to understand why overseeing multiple order forms from the same customer matters. Combining pending orders can significantly reduce shipping costs and time, and enhance the customer experience by delivering all items in one go. Plus, it helps in better inventory management and overall operational efficiency.

Built-in Shopify Features

Using the All Orders Page

One of the easiest ways to identify customers with multiple pending orders is through the All Orders page in the Shopify admin.

1. Filter Open Orders: Navigate to the ‘All Orders’ page and click on the ‘Open’ filter. This will display all open orders in your store.
2. Sort by Customer Name: Once you have the open orders, sort them by customer name. Sequentially ordered names will allow you to easily spot multiple orders from the same customer.

Using the All Customers Page

Another method involves leveraging the All Customers page:

1. Apply Date Range Filter: Go to the ‘All Customers’ page and apply a date range filter that covers all your open orders.
2. Filter by Order Count: In the same tab, use the ‘More than 1 order’ filter to see customers with multiple orders, making it easier to act on order consolidation.

Utilizing Shopify Apps for Enhanced Efficiency

Better Reports

For stores needing more advanced reporting features, apps like Better Reports can be invaluable.

1. Generate Detailed Reports: Use Better Reports to create custom reports that can filter and display customers with multiple pending orders.
2. Automated Reporting: Set up automated reports to be emailed to you regularly, ensuring you always have up-to-date information without manually checking.

Report Pundit

Another excellent app for generating comprehensive order summaries is Report Pundit.

1. Customizable Summary Reports: Report Pundit allows summarizing multiple pending orders for each customer, showing details like product names, SKUs, and shipping addresses.
2. Export Options: It supports exporting reports in various formats, such as Excel, CSV, and PDF, and can schedule these exports.

Mergify

For those who not only want to view but also merge orders, Mergify is the go-to tool.

1. Order Merging Rules: Mergify enables setting specific rules to identify and merge orders, such as combining orders with the same shipping address within a set time frame.
2. Automation of Merging: It offers automation, so if a customer places multiple orders that meet your criteria, they can be merged automatically, thus saving manual labor time.

Best Practices for Managing Multiple Order Forms

Creating and Using Tags

Tags in Shopify can help streamline the process further.

1. Adding Tags: When creating or editing orders, draft orders, or customer profiles, add tags that categorize and group these items effectively.
2. Filtering by Tags: Use these tags to filter lists on various Shopify pages such as Products, Orders, and Customers. Filtering enables you to quickly identify grouped orders or customers with specific needs.

Bulk Editing and Managing Orders

Shopify’s bulk editing capabilities can drastically reduce time spent managing orders.

1. Bulk Tagging and Editing: Utilize the ‘Bulk Actions’ feature to add or remove tags across multiple orders simultaneously.
2. CSV Exports: Export your orders and customer lists to CSV files for a broader overview and more straightforward management outside the Shopify interface.

Case Study: Combining Orders for Efficient Shipping

To illustrate the practical application, let’s consider a hypothetical business scenario.

Scenario: An online toy store frequently sees customers placing pre-orders as new products are launched monthly. This often results in customers having multiple open orders pending shipment.

Solution:

1. Using Better Reports, the store filters and generates a list of customers with multiple open orders.
2. Tagging Orders: The store tags these orders with a custom 'Combine' tag.
3. Using Mergify, orders tagged with 'Combine' are automatically merged, consolidated into a single shipment, and customers are notified of the consolidated shipping status.

Conclusion

Efficiently managing multiple order forms for customers on Shopify is not just a necessity but can be a significant competitive advantage. Utilizing built-in features, leveraging comprehensive reporting tools like Better Reports and Report Pundit, and automating processes with apps like Mergify will streamline your operations. Remember, the goal is not only to save on shipping costs but also to enhance customer satisfaction by delivering a seamless order experience.

Frequently Asked Questions (FAQ)

How do I filter customers with multiple orders on Shopify?

Use the 'More filters' option on the All Orders page to filter by customer names and apply additional filters such as the date range and order status.

What are some recommended apps for managing multiple orders on Shopify?

Better Reports, Report Pundit, and Mergify are highly recommended for comprehensive reporting and order management.

Can I bulk edit orders on Shopify?

Yes, Shopify allows bulk editing of orders, including tagging and CSV export functionalities for broader management.

How can I automatically merge customer orders?

Using apps like Mergify, which provide rules and automation for merging orders, can automatically handle order consolidation based on your predefined criteria.

What are the benefits of combining multiple orders?

Combining orders reduces shipping costs, minimizes operational redundancies, improves inventory management, and enhances overall customer satisfaction by providing a unified delivery experience.