How To Connect Shopify Store With Merchize To Automatically Fulfill Orders On Shopify

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To connect Merchize with your Shopify store to automatically fulfill your orders, it basically involves 2 steps:

    • Step 1: Log in to https://seller.merchize.com/, select Integration > Shopify, enter your Shopify store link in the form “Name-store.myshopify.com”.
    • Step 2: Go to edit the products you want to fulfill through Merchize and then select Vendor as Merchize.

After that, new and unfulfilled orders for products which vendor is Merchize will be synced through the Merchize system to fulfill. You just need to go to Merchize and upload artwork for that order. If the artwork has already been uploaded, you will not need to upload the artwork again.

When there is tracking, Merchize will push directly back to the order on Shopify. At that time, customers will also receive an email to notify Shopify’s tracking update.

Step 1: Connect with Shopify

    • You need a Merchize account. At least the Lite plan is dedicated to fulfill only. You can go to https://seller.merchize.com/, log in with your Google account, then create a store and contact Merchize support via chat to active your store.
    • Logged in to the store, then select Integration > Shopify.
    • Enter your store link as name-store.myshopify.com, then select Connect.
  • After selecting Connect, you will be directed to the app installation page on Shopify to confirm that you want to link Merchize with Shopify. Now you just need to select Install Unlisted App, then your Shopify account has been connected to Merchize.
  • In the Shops connected section, your newly connected Shopify store will appear.

Step 2: Choose Vendor As Merchize For Products On Shopify

After connecting Shopify with Merchize, in order for Shopify orders to be synced to Merchize system, you will need to set the Vendor of the products as Merchize.

There are 2 ways to set Vendor as Merchize on Shopify:

Option 1: Go to each product to set Vendor.

Go to each product that you want Merchize to fulfill for you, notice in the right column – the Organization section – select Vendor as Merchize. If you don’t see it, you’ll need to type Merchize in. You should note that Vendor’s name is Merchize with the letter M in uppercase and the rest in lowercase. If you write the wrong name or forget to add the vendor to the product, the system will not be able to recognize it to get the order.

Remember to Save the information.

Option 2: Set Vendor in bulk

  • To set up Vendor in bulk, on the Products page, select all products or select the products you want to install, and then select Edit Products.
  • You will be directed to the Bulk editor page. If you do not see the Vendor information field to edit, you can choose Add fields > Vendor.
  • You will see more Vendor columns for products. Enter Merchize for those products in turn and then select Save.

After that, new and unfulfilled orders for products which vendor is Merchize will be synced through the Merchize system to fulfill. You just need to go to Merchize and upload artwork for that order. If the artwork has already been uploaded, you will not need to upload the artwork again.

Once the order has been processed and has tracking, Merchize will push it directly back to the Shopify order. At that time, customers will also receive an email to notify Shopify’s tracking update right after the system pushes the tracking to Shopify.

Notes:

  1. Only active orders of products from Shopify that have set vendor as Merchize and have not been fulfilled will be synced by the system. The system will take all unfulfilled orders that have products which vendor is Merchize.
  2. Vendor “Merchize” must write the correct capital M, other letters in lowercase, otherwise, the system will not receive it.
  3. For orders with many products, of which only a few products have Merchize vendor: The system will only sync to products with Merchize vendor. Merchize will process and return tracking for that product. After return tracking, Shopify will also send emails to customers. But since this order includes products that are not Merchize fulfilled, it will show as Partially Fulfilled once fulfilled. Do you need to fulfill the rest of the products in that order? Please select vendor for that product which is Merchize. Merchize will then fulfill all future orders of those products as well. To avoid paying multiple shipping charges for orders from different suppliers, consider choosing Merchize as the vendor for all of your products.

4. Order need to change information? In addition to editing in Shopify, it also needs to be corrected on the seller page because once the order has been pushed to the system, the changes will not be updated again. So if there is a need to change shipping address information .v.v.  you will need to enter that order on seller.merchize.com to update the information. And to be more sure, you need to notify our supporters.

If you need any further assistance, please feel free to contact Merchize Support!

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