Order workflows after checkout
These guides are for Shopify merchants whose orders still need work after the customer pays: customization, proofs, files, production stages, marketplace orders that already live in Shopify, and progress the customer can actually see.
If you already use Orderflow, product how-to lives in Help. The product itself is Orstrax Orderflow.
Order workflows
How to manage custom Shopify orders after checkout
A practical workflow for custom and made-to-order Shopify orders that still need work after the customer pays.
Shopify order status vs fulfillment status
Why paid and fulfilled in Shopify are not the same as production progress on a custom order.
Etsy and marketplace orders
Etsy and Shopify order workflow for custom product businesses
How selling on Etsy and Shopify, centralizing in Shopify Orders, producing in a workflow layer, and shipping in Shopify can fit together.
Etsy order management for personalized products
Why paid and unfulfilled on Etsy is not enough for personalized orders, and how production stages can sit on the Shopify copy of that order.
Etsy order status vs production status
How Etsy payment and fulfillment language differs from the production stages a custom shop actually works, once the order exists in Shopify.
How to collect customer photos for Etsy orders
How photo collection can work on an imported Etsy order in Shopify using storefront lookup, without using Etsy Messages.
How to create a ready-to-ship workflow in Shopify
An example production sequence that ends in Ready to Ship, then a Shopify tag and saved view for the orders that can actually leave.
How to manage Etsy and Shopify orders in one place
How website orders and imported Etsy orders can share one production queue in Shopify, without pretending inventory or accounting are solved.
How to manage Etsy orders in Shopify
How to bring Etsy orders into Shopify with a marketplace connector, then run production and shipping from one order workspace.
How to manage Etsy proof approvals without losing track of orders
How custom Etsy shops can keep proof files, revisions, and approval with the Shopify order instead of only in Etsy Messages.
How to organize Etsy orders with Shopify tags
How Shopify order tags and saved views can show production stages on imported Etsy orders, including the status- tags Orderflow writes.
How to print shipping labels only for orders that are ready
Why unfulfilled is not the same as ready to ship, and how a production status plus a Shopify tag can become today’s label list.
How to track Etsy orders through production
How to name production stages for imported Etsy orders so personalized gifts, print, and made-to-order work are not all lumped as unfulfilled.
How to use Shopify to fulfill Etsy orders
How Etsy orders can be produced and shipped from Shopify after a connector imports them, including what tracking sync depends on.
Information after checkout
How to collect missing information after a Shopify order
What to do when a custom order is paid but the customer still needs to send details, photos, or files.
How to let customers upload photos after a Shopify order
How custom-product shops can collect customer photos after purchase without chasing email attachments.
Customer proofing
How to manage proof revisions without long email threads
How to handle “make it larger” and other artwork changes while keeping every version with the original Shopify order.
How to send proofs to customers for Shopify orders
How to get artwork approved before you produce a custom Shopify order, without losing the proof in email.
Customer order status
How to create custom order statuses for made-to-order products
How to name and sequence production stages so your team and your customers are looking at the same workflow.
How to let customers check the progress of a custom order
How to give customers a storefront order lookup they can use before a tracking number exists.
How to reduce “Where is my order?” messages for custom products
Why custom Shopify orders generate progress questions, and how to answer them before the customer has to ask.
Custom product operations
How to keep customer customization details with the Shopify order
How to stop photos, notes, and personalization details from getting buried in email when you make custom products.
How to manage due dates for custom Shopify orders
How custom-product shops can track need-by dates before an order is ready to fulfill.
Updates and automations
How to automate customer updates during custom-order production
Which order updates you can automate on Shopify custom work—and what still has to be a decision, not a rule.