Our vision is to increase automation in running and managing a Shopify store, reduce the repetitive and time-consuming work involved, reduce the burden on store owners, and increase store revenue.

This is our first attempt to automate the tagging of orders in the Shopify App, not only to improve the efficiency of order processing, but also to unlock the potential value within the orders.

Subject

When a store has a large number of orders coming in every day, how to handle different orders in a quick and corresponding way, such as sorting and packing, shipping in batches, etc., is the main task.

At the same time, each order has its own habits on how to handle orders. For example, some stores will give priority to orders with large amounts because they are important customers, and some stores will handle the same type of products in a uniform way.

There are also stores that want to be able to tap into customer value through the orders, in addition to processing the orders themselves.

Solution

To be able to meet the different needs of our customers, we intend to make full use of the attribute of tags within Shopify orders. The store owner can use the tags to quickly find a specific type of order, and after that, whether it needs to be packaged for shipping or prioritized, it can be handled with ease.

One of the most central questions here is how to automate the process of tagging orders with the right labels?

To solve this problem, we use two approaches.

1. set rules (Workflow)

Rules are the conditions for automated tagging. We allow store owners to set the required conditions from multiple latitudes such as product, amount, shipping, customer, payment, etc. For example, you can set the rule to "order amount greater than 10000" and set the tag to "large order". In this way, all orders that meet this rule will be automatically tagged with "large orders", so that large customers will not easily miss them.

2. Rule Template

For the first time store owners, may not be familiar with how to make rules, for such users, we provide a rule template, that is, the common rules have been set up, you can directly use, convenient for new stores to quickly start.

By means of the above

Effect

The product has been officially launched in January 2021, and there are already more than 20 default rules available for use, processing over a thousand orders per day.

Techniques

Shopify App / Ruby on Rails / MySQL / React