Order Management

Understand how customized orders appear and how to fulfill them.

Order Flow Overview#

When a customer orders a customized product:

1. Cart: Shows main product + any linked add-on products
2. Checkout: All items proceed through payment
3. Order Created: Shopify creates the order with all details
4. Fulfillment: You process and ship the order
5. Completion: Customer receives their customized product

Understanding Order Line Items#

Main Product Line Item#

The base product shows:

• Product title
• Selected variant (if applicable)
• Quantity
• Price

Properties displayed:

• Swatch selections (e.g., "Fur Color: Pink")
• Other customization choices (non-product options)

Add-on Product Line Items#

Each linked product option appears as a separate line item:

• Add-on product title
• Variant details
• Quantity (usually 1)
• Add-on price
• Hidden properties linking to main product

Viewing Customization Details#

In Shopify Admin#

1. Go to Orders
2. Click on an order
3. View line items
4. Look for Properties under each item

Property Types#

Visible Properties:

• Shown to customers in cart/email
• Appear on packing slips
• Example: "Color: Ocean Blue"

Hidden Properties:

• Start with underscore (_)
• Visible to merchants only
• Example: "_uplift_configured: true"

Understanding Hidden Properties#

Fulfillment Best Practices#

Reviewing Orders#

Before fulfilling:

1. Check all line items
2. Review visible properties for customization details
3. Verify inventory for all items
4. Note any special instructions

Packing Slips#

Visible properties appear on packing slips:

Order #1234
-----------------
Blue Widget (1) - $49.99
  Color: Ocean Blue
  Size: Large

Widget Case (1) - $14.99
  (Add-on for Blue Widget)

Partial Fulfillment#

If add-ons ship separately:

1. Open the order
2. Click Fulfill items
3. Select only the items ready to ship
4. Complete fulfillment
5. Repeat for remaining items

Inventory Management#

How Inventory Works#

• Main product inventory updates normally
• Each linked add-on product's inventory updates
• Inventory reserved at checkout
• Decremented after payment

Out of Stock Handling#

When an add-on product is out of stock:

• Option automatically hidden from customers
• Existing cart items remain (until checkout)
• Consider using Shopify's inventory alerts

Inventory Sync#

Uplift uses your Shopify product inventory:

• No duplicate tracking needed
• Updates reflect in real-time
• Use Shopify inventory management tools

Refunds & Cancellations#

Full Refund#

1. Open the order
2. Click Refund
3. Select all items
4. Process refund
5. Inventory restocks automatically

Partial Refund#

For refunding specific add-ons:

1. Open the order
2. Click Refund
3. Select only the add-on item(s)
4. Adjust refund amount if needed
5. Process refund

Order Editing#

If order editing is enabled:

1. Edit order in Shopify
2. Remove or add items
3. Adjust pricing
4. Customer receives updated invoice

Reporting & Analytics#

Order Reports#

In Shopify:

1. Go to Analytics → Reports
2. Filter by products
3. View add-on product performance

Understanding Revenue#

• Main product revenue tracked normally
• Add-on revenue tracked per product
• Total order value includes all items

Custom Reports#

Export orders with:

• Line item properties
• Add-on product details
• Customer customization choices

Integration with Other Apps#

Fulfillment Apps#

Most fulfillment apps work with Uplift orders:

• Line items appear normally
• Properties visible in order data
• Add-ons ship as separate items if needed

Accounting Apps#

Revenue tracking:

• Each line item has its own price
• Main product and add-ons separate
• Properties available for categorization

Email/SMS Apps#

Include customization details in:

• Order confirmations
• Shipping notifications
• Review requests

Access via order properties in Liquid templates.

Order Notes vs Line Item Properties#

Line Item Properties#

• Attached to specific items
• Visible in order details
• Used for customization choices

Order Notes#

• Apply to entire order
• Customer-entered at checkout
• General instructions

Uplift uses line item properties for accuracy.

Examples#

Example Order: Customized T-Shirt#

Order #1001

Line Item 1: Classic T-Shirt
  Variant: Medium
  Price: $29.99
  Properties:
    - Color: Heather Gray
    - Print Style: Vintage Logo

Line Item 2: Premium Cotton Upgrade
  Price: $5.00
  Properties:
    - _uplift_addon_for: Classic T-Shirt

Total: $34.99

Example Order: Product Bundle#

Order #1002

Line Item 1: Phone Case Bundle
  Variant: iPhone 15 Pro
  Price: $39.99
  Properties:
    - Case Color: Midnight
    - Material: Silicone

Line Item 2: Screen Protector
  Price: $12.99
  Properties:
    - _uplift_addon_for: Phone Case Bundle

Line Item 3: Wireless Charger
  Price: $24.99
  Properties:
    - _uplift_addon_for: Phone Case Bundle

Total: $77.97

Troubleshooting Orders#

Missing Customization Details#

If properties don't appear:

1. Check order was placed through customizer
2. Verify configuration was saved
3. Look for hidden properties (underscore prefix)

Duplicate Line Items#

If add-ons appear multiple times:

1. Check for duplicate cart additions
2. Review cart handling in theme
3. Contact support if persistent

Inventory Discrepancy#

If inventory doesn't match:

1. Check Shopify inventory settings
2. Verify product links in Uplift
3. Review any manual adjustments

Next Steps#

• Testing Your Setup
• Troubleshooting Guide
• FAQ