How to Split by Vendor with Shopify
IN THIS GUIDE
The Shopify integration makes splitting orders convenient with a few built in features. This guide will show you how to set up your products in Shopify so that Order Desk can automatically split your orders by vendor.
For a general walkthrough on creating email templates and rules for dropship orders, please see this guide.
Set a vendor for each dropshipper within Shopify. You can see your vendors from the Products page:
Click on the product to add or change the vendor.
Back in Order Desk, click on Shopify under Integrations in the left sidebar.
In the Shopify Settings, turn on the Automatically Split Orders for Multiple Vendors option.
You can also use the Vendor Filter to add the names of the vendors you want imported into Order Desk. Separate multiple vendor names with a comma. Any item or order that is not for a vendor listed in the filter will not be imported into Order Desk.
If your Shopify theme shows the vendor in the design, you can either remove it, or give the vendor a generic name like "Acme On Demand Services" or "Acme On Demand Printing."
Send Split Orders for Fulfillment
To send your split orders for fulfillment, you'll need to create some rules.
In the Rule Builder, select the Order Rule rule type:
Then select the Order is Imported event:
You may notice an event called Order is Split. Despite how this sounds, this won't be the event you need for your split orders. The vendor split feature with Shopify happens right before they import into Order Desk, so Order is Imported is the event that is needed for this rule.
Your filter will either be:
If Item Metadata shopify_vendor Equals xxx
If Order Metadata Field shopify_vendor Equals xxx
Replace xxx with your vendor name. This must be an exact match, taking into account spelling, punctuation, spaces and capitalization.
Once you have your filter(s) in place, you can set your actions. If you are sending your orders to one of our integrations, choose the Submit to Integration option as your action.
You can also choose to Send Email To Customer but have that email set up to go to your vendor instead of the customer. Return to the dropship guide for instructions on how to set up your email template.
Or you can choose the action to Change Folder and select that vendor's folder. See this guide for instructions on setting up custom folders.
Here's an example where the vendor name is BuckLtd and the orders need to be moved into a folder for that specific vendor:
You can add more than one action to your rule. For instance, you may need to send an email and change the folder:
Once enabled, Order Desk will split your orders based on the vendor names you set in Shopify and then process those orders how you determine based on the rules.
If you need any help with setting up your rules, contact Order Desk support.