SellRules / Blog
SellRules guides to Order Management on Shopify, with setup steps and checks for day-to-day operations.
4 articles
What to do when the balance on a pre-order or made-to-order item can't be collected automatically: the first step for each status (Collection failed, Action required, Can't auto-charge), what to tell the customer, charging again, how long to wait, cancelling and refunding the deposit, and shipping once it's paid.
How to take only a deposit at checkout for pre-orders and made-to-order products, and collect the balance automatically on its due date. Which products it suits and when to take no deposit, what customers and your store receive, what happens when the balance can't be collected, which payments work, and how to set it up on the Pro plan and test it.
How to decide what share of the price to take as a deposit on pre-orders and made-to-order items, and when to charge the balance, based on your price, the money you pay out before shipping, the time until shipping and what you refund on cancellation. With a decision table, three worked examples and how to choose between a specific date and days after checkout.
Keep Shopify made-to-order orders on track from purchase to shipment. Set ship dates, choose what to make next, release holds with Start production, notify customers of delays and check for unfinished shipments.