Shopify Insight Card
Last Update: Sep 2024 • Est. Read Time: 3 MINOnce you connect Kustomer to your Shopify store(s), you can access an Insight Card that shows a customer's index view of Shopify order details. This card is created for you by default and cannot be deleted or edited.
The Shopify card displays the last 100 orders associated with a customer. Shopify orders are paginated, with four orders displayed per page and up to 25 pages of results.
Who can access this feature? | |
User types | Available to users with the Shopify integration. |
In this article
Overview
The Shopify card shows the following information by default:
- The name of the store where the order was placed.
- The date the order was placed.
- The Shopify order number. To view the order in Shopify's order page itself, hover over the order number and select .
- The order's fulfillment status. You can hover over this icon to see additional status details, such as the last time the status was updated. The following options are available:
- Fulfilled/Trackedindicates that the order has been fulfilled and tracking information for the shipment is available. You can copy the tracking number or selectto open a new tab directly into the shipping information from the shipping provider.
- Fulfilled indicates that the order has been fulfilled.
- Partialindicates that the order fulfillment is in progress.
- Unfulfilled indicates that the order has not been fulfilled yet.
- The total amount of charges for all items in the order. This value includes any discounts or refunds that were applied to the order. Orders that were canceled are shown with this value crossed out.
You can search for the following order information directly through the Shopify card:
- Item name
- Date that the order was placed
- SKU
- Vendor name
- Order number
- Payment status
- Fulfillment status
View order details
To view order details for a specific order, select the order in the card. The Information tab shows detailed payment information such as, payment method, billing and shipping address, and the total amount of charges in the order, including any discounts or refunds that were applied. You can view the order directly in Shopify by selecting the order number link at the bottom of the card.
The Items tab shows a breakdown of each item in the order, including the item and its description, the item price, quantity ordered, and total amount charged for each item.
If an item had any discounts applied to it, a icon will be visible underneath the item description. Selecting the icon displays additional information on the total discount for that item.
If an item has been shipped and there's a shipping status or tracking number available, a icon will be next to the item.
Canceled or refunded Orders
Orders that have been canceled or refunded are marked with an orange triangle in the upper right corner. An order that has been canceled is shown in gray, with the total crossed out.
If you hover over the orange triangle, you can view all refund and cancellation activity for that order.
If you select the Items tab, you can hover over the triangle for a specific item in the Items tab and view specific item activity.
Use actions in the Shopify card
You can refund or cancel items in an order directly within the Shopify card by selecting an order and then selecting Update Order. For more information, see Cancel or refund items in Shopify.
You can create Shopify orders by clicking the Create Order button in the Shopify Insight Card at the bottom. See Create a Shopify order.
Note: You may not see these options if:
- You may not have the correct permissions to perform Shopify actions.
- You are a legacy user and have orders that were processed using the old webhooks prior to upgrading to the new version of the app. Instead, you will see an order number that links to the Shopify order page. Actions will become available for an order if the order is updated from Shopify’s end after updating your app.