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Customer Order Management for Shopify

Earlier in Shopify, we had no options for our customers to manage orders purchased by them. Keeping this in mind, Webkul is here with a new app called “Customer Order Management” which enables your customers to manage their orders from their shopify account.

Using this app, admin can allow their customers to send RMA(Return,Cancel or Exchange) request,invoice request and many more.

Also Customers can request the admin to change their shipping address using this app. And the customers will get notified for all the activities done on admin end.

Moreover, customer can reorder their previous purchase on which admin will provide discount benefits to their customers. These discounts will be provided by the admin either on the customer’s current reorder or next reorder.

Additional Features

  • Admin can configure all the details related to invoice request, RMA request, change address request on his/her end.
  • All the labels can be configured.
  • Admin can configure all the mails send to the customers.
  • Admin can provide discount codes to the customers on current reorder or next reorder.
  • You as an admin can send the invoice requested by the customer.
  • Admin can manage the return request send by the customers on his/her end.
  • Also admin can accept or reject the customer’s request for changing shipping address.
  • Advanced filter option for reorder, invoice and RMA request listing.
  • Order Lookup Functionality for the customers whose accounts are disabled.

How to Install the App on Shopify Store

You can visit the Landing Page of the Customer Order Management App to install this app on your Shopify Store.

All you need to do is to enter your Store URL and click on the “Install” button.

Configuration

Home Page:

In Shopify Customer Order Management app, merchant will get the complete idea about the reorders, return and invoice request, total sales and much more.

Also, merchant can view all the reorders and RMA requested by the customers. Configuration:

Configuration of this app contains 4 menus i.e. General, Label, Mail and RMA Configuration.

  • General Configuration: Admin can configure the general details of his store such as business email, shop logo and JS- SDK token created at store back end.

Click here to get the complete guide to generate JS-SDK Token as it is a mandatory part to make this app work.

The menu includes two more sections. Reorder Discount Configuration and Frontend Configuration.

Thus from Reorder Discount Configuration section, admin can configure all the details related to discount on reorder. You as an admin can also set the discount type from this section.

Additionally, You can select whether you want to provide discount to customers at the time of reorder or on the next reorder.

Note: If the admin selects ‘Next Reorder’ type for the ‘Reorder Discount’ then, in this case, the customer won’t receive the discount code unless and until the current reorder is not fulfilled by the admin. As soon as the admin fulfills the current reorder, the customer will receive an email with the discount code.

From Frontend Configuration section, you can configure the frontend for this app.

Also, You can allow your customers to request for invoice, change shipping address and send RMA request by displaying these buttons on frontend.

Once you enable these requests from this section, you can paste the codes to their respective template files to display these request buttons on frontend.

Now You can click on “Auto Code Inject” button to display the Request Return, Request Invoice, Reorder and Change Shipping Address buttons on customer’s “Order Page” in their My Account section.

Please Note: If you find any issue while injecting the code automatically, you can also choose the manual option explained below.

Manual Option:

Copy the below given code and paste it to customers/account.liquid file template:

<div id="wk-order-page-buttons" wkOrderStatus="{{ order.cancelled }}" wkOrderId="{{ order_id }}" wkOrderStatusUrl="{{ order_status_url }}" wkOrderFulfillment="{{ order.fulfillment_status }}></div>

In order to display the reorder section on customer’s “Order Page” in their My Account section, you can copy the below given code and paste it to customers/account.liquid file template:

<th>Actions</th>

To display a “Reorder” button, you can copy the below given code and paste it to customers/account.liquid file template:

<td><a wk-line-variant="{{ line_item.variant_id }}" class="wk-individual-reorder">Reorder</a></td>

In this way you can configure your frontend for this app.

2. Label Configuration:

From this section, you can configure the labels to be shown on the order page, change address page and RMA detail page.

3. Mail Configuration: 

From this section, you can configure all the mails send to the customers once they request for invoice,change their address, their RMA request gets approved and so on.

Also You can configure Email subject and content from this section.

4. RMA Configuration:

From this section, you can configure the details related to Return Merchandise Authorisation.

Thus, you can configure the duration of submitting the return request for your customers. Also, from this section you can enable the options to select return type as Return, Exchange or Cancel for the customers.

Also, you can select whether you want your customers or the merchant to bear the shipping charges. You can auto approve the customer’s return or cancel request.

Note: If the admin selects the ‘Auto approve cancel requests’ option then the inventory will auto-update on every cancellation.

From this “Create Reason for Customer” section, you can add various return request reasons. Your customers will select any of the reasons added by you at the time of return.

You can edit, activate/deactivate or delete any of the reason if you want.

Moreover you can create new stages for RMA process.

That’s how you can configure this app.

Reorders

This section of the app lists all the reorders requested by the customers.You can view the complete details of every reorder such as customer name, no of products reordered by the customer, discount on reorder(if any) and reorder type.

“Reorder Discounts” is an another menu added in this listing. This section lists all the reorders on which discount is applied.

Here, you can view the customer name, the discount code given to that customer on reorder, discount type, discount amount and validity of discount as well.

Invoice Requests

From this section, you can view the details of invoice requested by the customers on each order. There will be a list of invoice requests from the customers. And the admin can upload the invoice from this section only to send it to the customers.

Once you click on upload button a pop up will generate where you can upload the invoice of suggested file size. Thus you can send the invoice to your customer simply by clicking “Send Invoice” button.

In this way, you can send invoice to the customers.

RMA Requests

This section lists all the products on which RMA request is sent by the customers.

Now, in order to view the complete RMA details requested by customer, you can click on the product and perform necessary actions on the request.

Admin can update the requested status, request stage, reason for return request from this section. Product quantity can also be updated from here.

Also, admin can Cancel the RMA request of the customers.

 

Change Address

In this section of the app, you can view the list of customers who have requested to change their shipping address.

Now, once you get the address change request from the customers, you can either approve or reject the request from the action menu.

Customer End

As soon as the Customer places an order, he/she will get these options to Request Return, Request Invoice and Reorder and Change Shipping Address.

Once the Customer’s order gets fulfilled, he/she can get the three options in their “My Account” section i.e Return Request, Request Invoice, Reorder.

 REQUEST RETURN

Now Once the customer clicks on “Return Request” button, a page appears.From here, the customer can request for return

Once the customer requested for return, he/she can view that product along with its price, quantity, requested quantity, request type and status.

Now by clicking on “View Details” button you can view the complete request details where you can add comment on this request also.Here you can see the complete request process thread and details about the request.

REQUEST INVOICE

Customers will also get an option to request invoice for the order placed by them. All they need to do is to click on the “Request Invoice” button and the admin will get notified via mail for this invoice request.

REORDER

Also Customer can reorder any of their previous purchase just by clicking on “Reorder” button on the order page.The admin will get notified for the same.

Now, once the customer clicks on the “Reorder” button, you can update the product quantity if you want and redirected to the checkout page to reorder the product.

CHANGE SHIPPING ADDRESS

You can also provide an option to Change the Shipping Address of unfulfilled orders. 

Once the customer clicks on this button, a page appears where he/she can either select any address from drop down or add a new shipping address.Once the request is submitted, the customer can view the request status on his/her end. In this way, the customer can change the shipping address of any unfulfilled item even after placing the order.

Order Lookup Functionality

Customers who don’t have their account on your Shopify store can also manage their orders using Order Lookup functionality. It is the simplest way to manage orders.

Similarly, those customers whose Shopify accounts are disabled, can also perform various actions on any of their order within the app. This can be possible once the admin creates a menu as “Order Lookup” on frontend.

Visiting to this page, Customer can enter their order ID and email address and click on “Lookup” button to proceed. After this, admin will get notified for the same and he/she needs to verify the email address of the customer.

Once verified, customer can have the complete order details and thus can manage their orders in the easiest possible way.

Customers will get the fulfillment status & quantity information on the same page:

This is all about the Customer Order Management App for Shopify.

Demo Details

Customer Order Management App demo link:-
https://wk-customer-order-management.myshopify.com/pages/demo-details

Webkul Support

Hope you like this blog. To get more interesting blog keep in touch with us. If you need any kind of support, simply raise a ticket at https://webkul.uvdesk.com/en/. You can contact support@webkul.com to get proper assistance.

Thank You for reading this Blog!

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