The Basics
You can now edit Shopify orders in Skubana similar to how you can edit manual orders.
The following are the edits you can make on Shopify orders in Skubana:
Add on additional SKUs
Add onto / Remove from the Quantity ordered in Shopify
Remove SKUs from the order
Edit Notes
Edit Unit price
In addition, the following actions are allowed:
Bundle Breakdown
Split Order
Merge Orders
Key Takeaways:
Order Item edits made in Skubana will not update or replace the line items reflected in Shopify.
Skubana cannot push tracking/fulfillment for a product that was not part of the original order in Shopify.
Broken-down bundles will not have tracking/fulfillment pushed to Shopify until all remaining components of the bundle are shipped.
Products and/or units removed from an order in Skubana will remain unfulfilled in Shopify and must be manually marked as fulfilled.
Making similar edits in Shopify will still not reflect in Skubana, as once orders are pulled into Skubana from Shopify, the only changes made in Shopify that can be communicated to Skubana are order cancellations.
If two Shopify orders are merged in Skubana, then Skubana will still retain the order item information for all items, including the order items that were merged into a Master order. The same tracking for the master order is expected to successfully push tracking in Shopify to each of the individual orders that were merged into it.
Making edits to Shopify orders in Skubana will have varying effects on their order display for fulfillment & tracking in Shopify. The following sections outline possible editing scenarios and explain how Shopify order fulfillment display would be affected.
Tracking Numbers
Skubana will push a tracking number to Shopify each time an item ordered in Shopify is fulfilled.
Editing Items
Scenario 1: Removing Quantity
We will only partially fulfill the line item on Shopify.
Example:
An order is placed on Shopify with one line item/SKU having a quantity of 6
You edit the Quantity by removing 2 units in Skubana, leaving 4 units to fulfill
You ship the order in Skubana
The Shopify order will be updated with a tracking number & Fulfilled status on the 4 units that were shipped
The 2 removed/unshipped units will remain in an Unfulfilled status in Shopify until you mark as fulfilled.
Image: A partially fulfilled order before a user has marked the "removed units" as fulfilled.
Scenario 2: Adding Quantity
We will specifically "fulfill" the quantity ordered from the original Shopify order.
Example:
An order is placed in Shopify for a line item/SKU with a quantity of 1
In Skubana, you edit the Quantity by adding 2 units and ship a total of 3 units
When fulfillment information is pushed to Shopify, Shopify will only show 1 unit fulfilled of the item ordered, even though you shipped 3 units.
Scenario 3: Editing any other editable field (notes, discount, unit price, etc.)
These changes will NOT be updated in Shopify. These edits will only exist in Skubana.
Adding Items
Scenario 4: Adding a new item to an order
If a new SKU/product was added to an order in Skubana (it was not included in the original order on Shopify), then Skubana will not update/notify Shopify upon it's fulfillment. There must be a connection to the channel for a product in order to "update" it with a fulfillment status. Any new products fulfilled will simply be "skipped over" when pushing tracking to Shopify, while any other original order items and quantities will be marked as fulfilled with tracking.
NOTE: In order to add a NEW ITEM (not quantity) to an order, much like manual orders, the item must have a product listing for the channel. That means both a Listing SKU in Skubana for that Shopify channel, as well as a legitimate listing in your Shopify store with a matching SKU. (A legitimate listing would not be a duplicate or unpublished product, unless you had those settings enabled for your Shopify store.)
Example:
Order May2020 was placed in Shopify for 1 unit of SKU "Single"
In Skubana, you add a new SKU to the order, for 1 unit of SKU "Addition", which already has a Listing SKU in Skubana that matches the listing in Shopify
Order May2020 is shipped in Skubana with 2 total units & 2 different SKUs
In Shopify, Order May2020 is in Fulfilled status with a tracking number for 1 unit of SKU Single.
Removing Items
You cannot remove ALL items & quantity from an order. As a general rule, if an entire line item is removed (excluding bundle breakdown, unless all broken down bundled items are removed), we will not fulfill that item in Shopify.
Additionally, removing all originally ordered items from a Shopify order, and adding on new product(s) to it in Skubana will result in the order remaining unfulfilled in Shopify upon shipment.
Scenario 5: Removing a full line item, no bundle breakdown
If you remove an entire line item/product from an order in Skubana, without a bundle breakdown action, then that line item will not be fulfilled on the Shopify order.
Example:
Order "Wash" was placed in Shopify for 1 unit of SKU "Soap" & 1 unit of "Wax"
In Skubana, SKU Soap is removed from the order, leaving only 1 SKU & 1 unit of Wax in the order
Order Wash is shipped
Tracking is pushed to SKU Wash in Shopify, while SKU Soap remains Unfulfilled. You must mark Soap as fulfilled to close the order in Shopify.
Scenario 6: Removing a component from a broken down bundle
If you remove a component from a broken down bundle in Skubana, the full bundle product on the Shopify order will be marked as fulfilled with tracking as soon as all remaining core components are shipped.
Example 1: No Split Order Action
Shopify Order Test is for 1 Bundle of XYZ, which is comprised of core product SKUs: A, B, & C
Bundle Breakdown is used
One of the core product SKUs, A, is removed from the order, leaving only B & C
Order Test is fulfilled for SKUs B & C.
Tracking is set to Shopify for the entire bundle XYZ.
Example 2: Split Order Action is applied
Shopify Order Test is for 1 Bundle of XYZ, which is comprised of core product SKUs: A, B, & C
Bundle Breakdown is used
One of the core product SKUs, A, is removed from the order, leaving only B & C
Order Test is split into 2 orders, one order for SKU B & one order for SKU C
Order Test is shipped, while split order Test(1) is still awaiting shipment
The Shopify order will remain in an Unfulfilled status until order Test(1) is shipped.
Splitting Items
Scenario 7: Order is split, quantity is split across two orders
For example, you have a Shopify order that has one line item/product with a quantity of 2, and you split that order in Skubana into two separate orders, each with one line item of a quantity of one. When you fulfill the first order, we will hold off on pushing tracking and fulfilling the order until all units remaining in Skubana for the product are fulfilled.
Whenever the remaining split order is shipped in Skubana, then the entire line item will be fulfilled in Shopify with both tracking numbers.
Example:
Original Order #1838-v2 is placed in Shopify for 2 units of SKU "Shirt-1"
You split the order, resulting in 1 quantity of Shirt-1 in Order #1838-v2 and 1 quantity of Shirt-1 in Order #1838-v2-F2
You ship Order #1838-v2
Tracking is NOT pushed to Shopify for the original order for 1 unit of SKU Shirt-1
In Skubana, Order #1838-v2 remains in an awaiting shipment state
In Shopify, the original order #1838-v2 remains in an Unfulfilled state until Skubana order #1838-v2-F2 is shipped.
Image: A split order in Skubana has sent tracking information to Shopify only after the remainder of the quantity ordered was shipped.
Scenario 8: Order is split, two separate items are fully split (meaning original quantity for items still intact)
The same outcome of Scenario 7 will occur, only instead of a single SKU being split into 2 quantities and fulfilled halfway, an order for 2 SKUs is split into 2 orders, one is fulfilled, while the other is not, and tracking is updated for 1 SKU while the other SKU remains Unfulfilled.
Bundle Breakdown
Scenario 9: Normal bundle breakdown, no further edits
Functions as normal - a bundle is broken down, no items or quantities are edited, the order is shipped in Skubana, and the entire order is fulfilled in Shopify.
Scenario 10: Bundle breakdown, remove an item
Broken-down bundles will not have tracking pushed to Shopify until all remaining components of the bundle are shipped. This applies even if a component of the broken down bundle is removed - no tracking will push to the bundle item in Shopify until all of the non-removed components are shipped.
Scenario 11: Bundle breakdown, split across orders
Skubana will not push any tracking information until all bundled items are shipped in Skubana. If you ship a single component, no tracking will push. When all components of the bundle are shipped, tracking for the bundle will push to Shopify.
Scenario 12: Bundle breakdown, add quantity to an item
Adding quantity to a core product from a broken-down bundle and shipping it will result in the entire order being fulfilled in Shopify as soon as all components are shipped. The quantity fulfilled in Shopify will be for the amount ordered of the bundle.
Example:
Order "Breakdown" is placed in Shopify for 1 unit of Bundle SKU "Utensils"
Bundle SKU Utensils is broken down in Skubana into 1 unit of SKU "Fork" and 1 unit of SKU "Knife"
You add quantity to SKU Knife by adding on 2 units, resulting in Order Breakdown comprising of 1 Fork & 3 Knife
You ship order Breakdown
Shopify is updated with tracking on 1 unit of Bundle SKU Utensils, moving order Breakdown into a Fulfilled status.
Scenario 13: Bundle breakdown, remove quantity to an item
See Scenario 12 - result is the same.
Scenario 14: Bundle breakdown, plus "normal" items, where a split action groups normal items with component items
All items will be fulfilled, but the tracking number applied to the bundle will be for the second/last shipment with the last remaining component in it.
Example:
Shopify Order #1812-v2 is placed for 3 SKUs: 1 bundle and 2 core products (all 1 unit each)
In Skubana, the bundle item is broken down, leaving 2 component items and the 2 original core products
You split Order #1812-v2 into 2 orders, with each split order having 1 component item and 1 original core product
You ship Order #1812-v2-F1, which is the first split order
Only the first original core product will be fulfilled for 1 unit, as the component item is still awaiting the remainder of the bundle to be shipped
You ship Order #1812-v2-F2, which is the second spit order
Both the second original core product AND the bundle product will now be fulfilled. Both the second core and the bundle products will be listed with the same tracking number, from the second shipment (Order #1812-v2-F2).
Image: Shows the bundle product grouped amongst the last shipment to go out with a bundle component in it.
This ensures that only 2 customer notifications are sent, rather than 3 (the third being a potential duplicate of the first shipments tracking number, even though the line item was technically involved, the bundle wasn't fully shipped until the last shipment). This related to the Tracking Numbers Update section at the top of the page.
COGS + Analytics
COGS and Analytics are based on the items shipped, rather than the items originally ordered. Any edits made to a Shopify order in Skubana will be used for Analytics purposes as opposed to any original values from Shopify.