Tag orders where the customer has multiple unfulfilled orders
Popular use case:
It is quite common for customers to place two or more orders consecutively with the same store. Merchants will often look to group orders from the same customer into a single shipment, thus saving on packing materials and expensive shipping costs.
There is currently no way to indicate that multiple orders have been placed by the same Customer when looking at the Orders List View in the Shopify Admin area.
Our Customer has other unfulfilled/partially fulfilled orders criteria aims to help Merchants by highlighting, with a tag, new orders that could be processed together with at least one other unfulfilled order for the same customer.
How to use the criteria
To create a workflow using this criteria is very straightforward. Click on the Create New Workflow button from the main Workflows view:
Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.
Click the Add criteria to my workflow button:
The Customer has other unfulfilled/partially fulfilled orders criteria can be found within the Customer category in the Select criteria pop-up window:
Click the Use in your workflow button on the right to select this criteria.
Choose the name of the tag you'd like to see on all orders that match this workflow and enter it into the Add tags when the workflow matches section.
In our example, we are going to use the tag name Group Order to highlight when an order needs to be grouped with at least one other unfulfilled order from the same Customer:
Saving and naming your workflow
It's worth giving your workflow a name to help you identify it at a later date, so add a workflow name in the New Workflow section, check the summary of your workflow and if happy, either Test your Workflow against an existing order or hit Save Workflow:
Any new orders placed that qualify for the workflow will automatically be tagged Group Order.
Is this workflow compatible with Backdating?
Yes, this workflow is available to backdate, however, it will tag ALL open orders with your chosen tag name, not just the latest order in your store. This shouldn't be a cause for concern. As long as there is at least one tag to signify multiple orders from the same customer, the workflow will be effective.
Next steps for your workflow
The following articles will help you to identify orders that can be grouped together:
You will first need to filter your orders list view in the Shopify Admin area to see if any orders containing the Group Order tag:
How to filter your orders list by a specific Tag in the Shopify Admin area
You will then need to view all unfulfilled orders for this customer: