Fulfilling Orders Through Google Sheet
Please click here to see a short tutorial video.
This documentation will guide you to fulfill your orders through Google Sheet.
To fulfill your orders, follow the below steps:
Step 1: Create a new task, by clicking the plus symbol in the "Add Vendor - Google Sheet":
Step 2: Now, link your task to your gmail account, for the Google Sheet to be created :
Step 3: Once you link your task to your gmail account, the app will navigate to the second.
Here, you can enter the name for your task.
And, click the "Select Folder" button, to decide where you would like the Google Sheet to be created:
After you have entered a name for your task, and selected the folder for the Google Sheet, click the "Save & continue" button.
Step 4: The third page, select the products you want to fulfill:
Once you have selected the products, click "Save & continue" to navigate to the fourth page.
Step 5: The fourth page is called ""Auto Fulfill Settings" page".
There are different options in the "Auto Fulfill Settings" page which you can use to customize your task and the vendor link.
Lets go through the options one by one.
Google Sheet Link: In this page, you can find the Google Sheet link:
The Google Sheet is used to see all unfulfilled orders, for the products which were selected in the third page.
Also, through the Google Sheet link, the tracking numbers can be entered to fulfill the orders.
Add More Fields: In the vendor link, you can add additional information for your orders, by clicking the "Add more fields" option:
Once you click the "Add more fields" option, it will expand, and show different fields which you can select:
You can select the respective fields like SKU, variant options, customer email etc, and add them to the Google Sheet for each order.
Set Vendor Notification: The "Set vendor notification" will give you the option to enter the recipient email address.
When a new order is received in Shopify, Auto Fulfill will automatically send a "New Order Notification Email" to the email address, which you enter in the "Set vendor notification" box:
Also, you can either choose to have Auto Fulfill send the "New Order Notification" email every time Shopify receives a new order.
Or You can sent the time and timezone, at which you would like Auto Fulfill to send the "New Order Notification" email everyday:
You can also customize your signature, so the recipient will know from where the email is coming from:
Set Fulfillment automation: In the "Set Fulfillment automation" section, you can choose "Manual", which will allow you to fulfill your orders manually.
Or, you can select daily, hourly, every 2 hours, 4 hours or 6 hours, and have the task run automatically and fulfill your orders:
Customer Notification: In the "Customer Notification" section, you can choose to either send a notification email to your customers, once the orders are fulfilled.
Or you can select "No" to prevent any notification emails from being sent to your customers about the shipment:
Auto Fulfill Notification Settings: Auto Fulfill will send you a notification when when orders are fulfilled or which are still unfulfilled.
So there are three options:
Option 1: You can set a time, when you would like to receive for fulfilled and unfulfilled orders:
Option 2: By selecting the second option, you can receive email notification every time when orders are fulfilled.
Option 3: If you don't want to receive any notification email, then you can select the third option.
Set Fulfillment Location: This section is very important, because in this section, you need to select the correct location.
The location you select, represents the location where your products are stored. It is from this location, the products will be fulfilled.
Now, click the "Save" button to save the feed.
Once you save the feed, you can see it in the dashboard. Also, at the bottom section of the feed, you can see a yellow dot called "Current Status":
Please wait until the yellow dot turns green:
In the task, you can see a link called "Vendor Link". Once the dot turns green, click the link to see the unfulfilled orders.
You can give the Google Sheet link to you vendor. Once your vendor ships the order, he will enter the tracking number in the Google Sheet.
Step 6: Once your vendor enters the tracking number, click the play button from your task to run and fulfill the orders:
Once your orders are fulfilled, you can check them by clicking the "Recently fulfilled orders" tab in the Google Sheet: