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this guide is for merchants who sell in the united states. it's your responsibility to consult with local tax authorities or a tax professional to verify that you charge your customers the correct tax rates, and to ensure you file and remit your taxes correctly the united states does not charge a federal sales tax. instead, sales tax is calculated according to state, county, and municipality, according to physical or economic nexus. this page is a general guide to us taxes and doesn't replace any official government information or regulations. if you're not sure about anything related to your taxes, then contact us state tax authorities or a tax professional if you determine that you need to charge sales tax in one or more states, then you need to contact each of the relevant agencies and register with them. the process varies depending on where your business is based, where you sell, and individual government requirements if there is a nexus, or connection, between your business and a state, then you probably need to charge sales taxes there. a nexus can be physical or economic traditionally, physical nexus occurs when you have a physical presence in a state, such as a store or warehouse. some states have a broader definition of nexus, and can include any of the following if the address that you set in the store address section in your shopify admin at settings general is different from the address you set as a location, then the location address will be used to determine nexus. the general settings address is not used if you have created a location economic nexus occurs when you exceed a certain threshold of sales to customers in a specific state in june 2018, the supreme court of the united states ruled that states can require online sellers to collect sales tax based on the volume or value of transactions into a state, also known as economic nexus. for information about how this ruling might affect your business, refer to the shopify blog post online sales tax a guide to economic nexus ecommerce the sales threshold that determines whether you have nexus is different for each state. if you're not sure whether your sales to customers in another state mean that you have nexus there, then consult with the state's tax authorities or a local tax professional the tax rates that you charge are affected by whether your state is an origin state or a destination state in a destination state, the sales tax you charge is based on the address of your customer if you have no nexus in the state of the shipping address, then no tax is charged if you have nexus in the state of the shipping address, then the customer's location is used to determine taxes in an origin state, the sales tax you charge is based on your location's nexus if you have a physical nexus in the state of the shipping address, then the location of your nexus is used to determine taxes. if you have a nexus but no physical location, then the customer's location is used to determine taxes a remote seller is a merchant that isn't physically located in a particular state, but has economic nexus there. most states have rules determining what defines a remote seller. if you're not sure whether selling in a particular state creates economic nexus for you, then you should consult with us state tax authorities or a local tax professional notice and report tax laws exist in some states to ensure that customers pay a use tax. if you do not have nexus in these states but sell to customers there, then those customers are responsible for paying a use tax to the state, rather than paying sales tax to the seller each state that uses notice and report tax laws has different rules, but in general, if your sales to customers in another state pass a certain threshold then you might be required to do the following the following states use notice and report tax laws because requirements and thresholds vary by state, you should check with us state tax authorities or a local tax professional to ensure you're following notice and report laws correctly the following reference guide is for informational purposes only, and is not intended to replace professional tax advice. if you have further questions about whether tax legislation applies to you, then you should contact us state tax authorities or a tax professional there are five states that don't have a state-wide sales tax alaska, delaware, montana, new hampshire, and oregon. although there aren't any taxes levied at the state level, you still might need to collect municipal taxes you don't need to register with all of these agencies, only those that apply to you. you can refer to this guide for more information on individual states alabama uses notice and report laws while alabama is classified as a destination state, it's also defined as a home rule state. this means that some local jurisdictions might have differing tax rules. if you need to collect sales tax in one of these jurisdictions, then you need to register with them to collect and remit taxes you don't need to register in all of these jurisdictions, only with those that apply to you. if you're not sure whether you need to register in a particular jurisdiction, then contact us state tax authorities or a local tax professional while alaska has no state sales tax, it's defined as a home rule state. this means that some local jurisdictions might charge a destination-based rate if the seller has nexus in that state. if you're out-of-state, selling to customers in arizona, and have nexus there, then you need to register with the local jurisdictions you're selling into and charge destination taxes california uses a mixture of origin and destination sourcing rules. state, county and city taxes are based on the origin of the purchase the seller, but district taxes are based on the destination the buyer in california, shipping is not taxable if the actual cost of shipping is listed on a separate line on the invoice. if you add handling fees, then shipping becomes taxable. you can choose whether you want to charge taxes on shipping when you set up your taxes and enter your sales tax id. if you're not sure whether you should charge taxes on shipping, then leave this option on the default setting and check with us state tax authorities or a local tax professional when you enter your tax registration information for california, you can choose whether to charge taxes according to destination rules or hybrid origin rules. the default setting is destination the default setting of destination is appropriate for most sellers, but which sourcing you should choose is based on how you've registered with california. it's your responsibility to ensure that you're collecting the correct tax. if you're not certain what to charge, then consult with us state tax authorities or a tax professional colorado is separated into districts. if you're a seller in colorado, then you need to charge state tax as well as any district taxes in your buyer's location in colorado, shipping is not taxable if the actual cost of shipping is listed on a separate line on the invoice. colorado uses notice and report laws delaware does not charge sales tax in florida, shipping is not taxable if the actual cost of shipping is listed on a separate line on the invoice. if you don't have a location in idaho, but have economic nexus there, then you only charge the state tax at the destination illinois follows origin sourcing rules for sales within the state. for out-of-state sales, destination sourcing applies in illinois, shipping is not taxable if the actual cost of shipping is listed on a separate line on the invoice and there is a choice of means to get the product, such as local pickup. taxes in iowa are calculated on a destination basis. if you're located in the state and have nexus there, then you need to charge taxes based on the destination of the buyer. if you're an out-of-state seller, then only the state tax rate applies kentucky uses notice and report laws louisiana is generally a destination state, but has some particular rules regarding the state's jurisdictions. different jurisdictions might have different rules on what counts as nexus based on physical or economic presence. if you're not sure whether you have nexus in a particular jurisdiction, then contact a local tax authority in louisiana, shipping is not taxable if the actual cost of shipping is listed on a separate line on the invoice and there is a choice of means to get the product, such as local pickup. louisiana uses notice and report laws in maine, shipping is not taxable if the actual cost of shipping is listed on a separate line on the invoice and there is a choice of means to get the product, such as local pickup. in maryland, shipping is not taxable if the actual cost of shipping is listed on a separate line on the invoice. in massachusetts, clothing products with a price under 175 are exempt from state sales tax, and clothing products with a price of over 175 will collect tax only on the amount that their price is over 175. for example, an item of clothing with a price of 200 will be taxed on 25, because the first 175 is not taxable to set up a tax override for clothing items, refer to tax overrides and exemptions missouri is an origin state for sellers with nexus and a location within the state. if you're selling to customers in the state and have economic nexus, but do not have a location in-state, you're required to charge use tax montana does not charge sales tax shipping is not taxable in nevada if it's stated as a separate line item. if the prices of your products include shipping or handling, then taxes need to be charged new hampshire does not charge sales tax in new york, clothing products, footwear products, and items used to repair clothing products with an individual price under 110 are exempt from state sales tax. for example, two items with a combined price of 200 will each be exempt from sales tax, but one item with an individual price of 110 will be subject to sales tax to set up a tax override for these items, refer to tax overrides and exemptions however, if a seller is based outside of ohio, sells to customers in the state, and has economic nexus in ohio, then they should charge destination sales tax based on the customer's location oklahoma uses notice and report laws oregon does not charge sales tax pennsylvania uses notice and report laws in rhode island, clothing and footwear products with an individual price of 250 or less are exempt from state sales tax, and only the incremental amount above 250 is subject to sales tax. for example, if a suit costs 275, then the tax applies only to 25 rhode island uses notice and report laws south dakota uses notice and report laws in tennessee, whether or not shipping is taxable is dependent on whether or not the product itself is taxable. if your product is taxable, then you need to charge tax on shipping. if the product isn't taxable, then you don't need to charge tax on shipping tennessee uses notice and report laws texas is an origin state for sellers that have both a physical presence and economic nexus in the state. if you have nexus in texas but do not have a physical location there, then texas is considered a destination state if you do not have nexus in utah, your customers in that state are responsible for filing their purchases as a use tax on their income tax. if you want, you can register with the state of utah to collect this tax vermont uses notice and report laws shipping is not taxable in virginia if it's stated as a separate line item. if the prices of your products include shipping, then taxes need to be charged virginia is considered an origin state, but out-of-state sellers should apply destination rules for determining tax washington uses notice and report laws in wisconsin, whether or not shipping is taxable is dependent on whether or not the product itself is taxable. if the product isn't taxable, then you don't need to charge tax on shipping. if the products in an order are a mix of taxable and non-taxable items, then the portion of shipping that applies to the taxable items is taxable wyoming is a destination state, but doesn't have local taxes. for that reason, buyers always pay the same state level tax rate.;;
"if your customers can't visit your restaurant for a meal, then selling online gives you the option to let your customers pick up their meals, have meals delivered to them, or purchase gift cards to share with others. having an online presence also lets you provide customers with more information about your business, a place for them to leave reviews, and a way for them to sign up for emails from your business for more suggestions, refer to our checklist of things to consider when moving a restaurant online to move your restaurant online, visit url and start your online store with a 14-day free trial. enter your email, password, and business name. your business name will be used in your store's default url. after you start your trial, you can purchase or connect an existing url for your default url to build your restaurant's menu online, you need to add products and prices to your online store. your menu items need descriptive titles and accurate descriptions there are different ways to get your products into your shopify account, depending on how many products you need to add and whether you already have any information about them online after you add your products, you can organize them into collections. collections let you highlight certain products on different pages of your website, apply discount codes to specific groups of products, or feature certain products on your homepage. for more information, refer to collections along with your products, you can also sell gift cards. gift cards are a fast way for your business to sell online. your customers can purchase gift cards, which are delivered by email. by default, the gift cards that you create never expire as you launch new products that can be purchased online or make your products available for local delivery or pickup, customers can redeem gift cards at checkout. for more information, refer to selling gift cards before you share your online store with your customers, you should choose a theme that reflects your restaurant's brand. if you select restaurants as your industry when you create your store, then the express theme is added automatically express is a free theme by shopify. express is designed to get you online quickly, even if you have limited product photography or a small inventory. it includes features designed for restaurants, like a collapsible cart drawer and product modals that make it easy for your customers to build an order express also includes a featured collections section, which lets you display multiple collections in tabs. you can use this section to organize your collections into a menu on your home page. for example, you can feature an appetizers collection, a main dishes collection, and a desserts collection in the same section. users can navigate between tabs in the section to quickly review and select from your menu if you want to choose another theme, then you can choose one from the shopify theme store you can customize your theme's branding, layout, and other settings using the theme editor each product and collection that you create is automatically given a page on your online store, but your home page and any other additional pages need to be manually set up. you can set up these pages by editing your theme and creating pages your home page is usually the first page people access when they find your business online. this page can include your branding, business hours, delivery options, special offers, and any important information your customers need to know you can also feature products and collections on your home page. if you're using a theme optimized for one-page stores, like express, then this may be the only page you decide to use in your store you can edit the home page of your store using the theme editor. to learn about the sections you can include on your home page, refer to your theme's documentation you can create custom pages for other information that might interest your customers. many businesses have the following custom pages for information on how to create custom pages, refer to pages policy pages help customers understand how your business operates, and explain how you handle delivery, refunds, and privacy. these policies are shown by default in your checkout, but you can create direct links to them in your website's menus shopify provides templates for many policies, which you can adjust to fit your business. for more information on creating and editing policy, refer to adding store policies before you can accept any orders on your online store, you need to set up a payment provider. after your payment provider is set up, you can also accept tips from your customers when they place their orders if you sign up for a shopify account in a country eligible for the shopify payments payment gateway, then your business is automatically set up with shopify payments and you can accept payments right away. before you accept your first order, make sure that your products are allowed within the shopify payments terms of service if you aren't eligible for shopify payments, then you need to sign up for a third-party payment gateway to accept credit card payments online. when deciding on a payment gateway, research the cost of credit card and transaction fees, terms of service, payout schedules, and available currencies. check which gateways are available for your country, sign up for an account with the gateway that you want, and then connect it to your shopify account if you don't accept credit card payments, then enable some alternative payment methods or manual payment methods for customers to choose at checkout you can enable the option for customers to leave tips when they place an order. you can enable tips in your checkout settings for more information on accepting tips in your online checkout, refer to setting up tipping options if you or your staff can travel and deliver to your customer's door, then you can offer local delivery. you can also offer pickup for your customers' orders, so they can come pick up their order when it's ready to provide local delivery to your customers, you can use the shopify local delivery app to create order lists, view a map of your delivery locations, and optimize delivery routes. in addition, you can use the shopify mobile app while you deliver orders so that you can update the order status in real time if you have more than one location and you want to offer delivery options for all of them, then you need to create and manage your locations to make sure your customers can order from the location that is closest to them you can set up the option for customers to pick up their online orders at your retail store, curbside, or any location that you choose to do this, you need to enable the local pickup option for each location where customers can go to get their orders the shipping rate for local pickup is set to free and cannot be changed each pickup order requires you or your staff to verify that each item is in stock. when you have verified each item, you can send a notification to the customer that the order is ready. you can also print a pickup slip to attach to the order when a customer comes to get their order, you need to change the order status from unfulfilled to fulfilled using your shopify admin or shopify app. this signals to you and your staff that the order has been picked up and no further action is required to learn more about setting up local pickup, refer to local pickup for online orders from your shopify admin, click settings shipping in the local delivery section, find the location you want to enable and click manage enable this location offers local delivery in the delivery area section, specify the area where you want to offer delivery in the information at checkout section, set a delivery fee, a minimum order price for local delivery, and any information you want shown during checkout, such as what time local delivery is available, and on what days of the week to use the shopify local delivery app, the following requirements must be met for more information, refer to shopify local delivery app there is no guaranteed foot traffic when you open an online business; you need to let customers know where you are. there are many options available for businesses to market online. you might need to experiment with a few different options before you find the ones that work best for your business the use of social media can help you connect directly with your local customers who are already familiar with your restaurant. you can use use things like instagram posts and facebook updates to let your customers know that you are now online, and ready to take their orders in general, the more links that exist on the internet that lead to your online store, the better. consider writing a blog article about your new online store and sending it to various local blogs. asking them to publish an article about you, perhaps in exchange for adding a link to their blog on your store, can be a good way to bring traffic to your new website other methods to get more links include reaching out to social media influencers, offering contests, and posting your own blog content marketing automation tools, such as at kit, can help you set goals and manage your marketing. review the shopify app store for other marketing apps using advertisements is another way to reach out to people who you feel are most likely to place an order for your products. advertising your business in your local area helps to let customers know that you are still open and taking orders. for example, you could develop a partnership with your local radio station to advertise that you are offering delivery you can also use targeted ads in search engines and social media sites to advertise your restaurant. you can specify an audience for your ads so that the ad provider shows your ads only to people with the criteria that you choose. for example, as a local restaurant, you can set your ads to appear only to people who are located in the city or town that your restaurant is in.";;
express is a theme designed for merchants who want to get online quickly. it provides a polished look for stores with limited product photography, and is best suited for stores with small or medium inventories. express is optimized for one-page stores. features include a collapsible cart drawer, product modals, and a responsive design you might want to use express in the following cases you can prepare express for your online store by customizing its sections and theme settings. sections are blocks of content that determine the layout of different pages on your online store. theme settings control your store's fonts, colors, social media links, and the appearance of your checkout see the steps to customize express's sections and theme settings so that you can set the theme up to suit your business;;
theme content is built using sections. sections are customizable blocks of content that determine the layout and appearance of different pages on your online store static sections are sections that appear in predetermined locations in your online store. these sections can't be removed or rearranged. static sections might include headers, footers, navigation sections, or content sections on pages like product pages and collection pages. for example, the product section determines the appearance of each product page on your online store dynamic sections are optional sections that you can use to customize the layout of your home page. on your store's home page, you can add, rearrange, and remove dynamic sections to create the page layout. you can have up to 25 dynamic sections on your home page you can learn about express's unique selection of sections and how to customize them to suit your business express includes the following static sections express includes the following dynamic sections your theme's header is the section that appears at the top of every page in your store you can customize the following items in your header you can add a custom logo image to your store's header. the best format is a.png file with a transparent background. the maximum width for a logo is 180px. you can resize the logo image by increasing or decreasing the width if you don't add a logo image, then your store name is displayed as text. you can change your store name on the general settings page in your shopify admin custom logo width the width of the logo logo alignment the alignment of your logo in the header. you can add an announcement bar in the header that you can use to show a message to your customers. your message is customizable and might include contact information, information about store events or sales, or a store slogan in the announcement bar area, check show announcement enter the text for your announcement optional enter a url to add a link to your announcement. optional from the icon menu, select an icon to display in the announcement bar. the icon uses the same color as your announcement text to change the color of the announcement bar background, click the bar color swatch and choose a color to change the color of the announcement text, click the text color swatch and choose a color you can add a menu to your header. this displays all the menu's links in your header, which you can use to highlight common pages that your customers want to access. for example, you could add a menu that contains links to your collections select a menu from the list or click create menu to create a new one to edit the menu, click edit menu you can add a search option to your header so that customers can quickly locate items in your store you can select enable secondary background and text color to use the secondary background and text color in your header your theme's footer is the section that appears at the bottom of every page in your store. you can add the following features to your footer you can display icons for the payment methods that you accept in your footer. this area displays the icons that are associated with the payment provider that you have enabled in the payment settings section of your admin to add a content block, in the content area, click add content. select the type of block from the following choices you can add up to 4 content blocks to remove a content block, click on the block and then click remove content to customize a content block, click on the block and edit the settings you can rearrange blocks in this section by using each block's drag and drop handles to upload a social sharing image, in the social sharing image area, click select image or explore free images to add social sharing buttons to your products and blog posts, check any or all of the following options to add links to your social media accounts, enter the links to your accounts in the fields provided under accounts. enter full links, such as url, or url to change the style of the sharing buttons, select fully branded or logo only from the button style menu you should only add a language selector if you have enabled multiple store languages under language selector, select show language selector the product page appears when a buyer clicks a product from a featured collection. it shows your product's description, price, variants, and images. you can choose whether to direct users to a new page or show the product details in an overlay on the home page. this setting is controlled by your theme settings. when display product pages in an overlay is enabled, the product page appears as an overlay appears when a product is selected from a featured collection if you have local pickup enabled, and display product pages in an overlay is disabled, then this section also displays the product's pickup availability the product section includes the following settings express lets you show customers whether a product in your online store is available for local pickup. on each product page, the pickup availability section shows whether the product is available, and the estimated time frame for pickup. this information appears only if display product pages in an overlay is disabled to use this feature, you must set up local pickup. if local pickup is enabled, then this feature is always visible on your product pages and can't be disabled after local pickup is enabled, the product page displays whether the product is available for pickup at a local pickup location. this information appears only for products that are stocked at at least one pickup location and have this is a physical product selected in the shipping section of a product variant's details to select this is a physical product on a product variant, do the following from your shopify admin, go to products all products under variants, select a variant under shipping, check this is a physical product if you have local pickup enabled for only one location, then the location and pickup availability is displayed for that location. customers can click view store information to learn more about the pickup location if you have local pickup enabled for more than one location, then the pickup availability section displays the location and pickup availability for the location closest to the customer, based on the customer's ip address. when the customer clicks check availability at other stores, the list of pickup locations is ordered by distance from the customer if the customer's location can't be determined from their ip address, then the pickup availability section displays the location and pickup availability alphabetically, first by city and then by location name. for example, suppose that you had three pickup locations queen street in toronto, front street in toronto, and alberni street in vancouver. the pickup availability section would show the details for front street in toronto you can display recommended products on product pages to make it easier for customers to discover other products that might interest them if display product pages in an overlay is enabled for your product page, products appear in an overlay over the current page when accessed from this section click the product recommendations section check show dynamic recommendations to show product recommendations on your product pages optional to change the title that appears above the recommended products, enter a new one in the heading field optional if you want to let customers add products to the cart directly from the product recommendations section, select enable'quick buy' button optional to show or hide the vendors in the product descriptions, use the show vendor checkbox the collection template section is the main customizable section for collection pages the collection template section includes the following settings you can create a banner that includes a custom image, text, and a button that links to another location in your store. you might use a banner to highlight your brand, feature a specific collection, or advertise a promotion text box alignment - select the alignment of the text box in the section if the text box is left- or right-aligned, then the text is left-aligned. if the text box is center-aligned, then the text is also center-aligned you can feature multiple collections in a single section on your home page. collections appear as tabs that customers can navigate between when a customer adds one or more products from a featured collection to their cart, the quantity of the product added to the cart is displayed as a badge on the product the featured collections section includes the following settings when a customer clicks on a product from a featured collections section, it can be opened in an overlay on the home page. to learn more, refer to change the product page style from the collection list, select the collection that you want to appear in the tab, and then click select to add a collection, click the add collection link to open the create collection page in a new tab to add or remove products from the selected collection, click the edit collection link to open the collections page in a new tab repeat the steps above to add more collections to the section to change the order of the collection tabs in the section, rearrange the collections in the content area. click the drag and drop handle for a collection and drag the block to a different place you can feature a product on your home page. featuring a product is a great way to promote a new product or a product that's on sale. customers can view additional product images using the left and right arrows below the image the featured product section includes the following settings in the custom content section, you can group several content blocks together. the width and alignment of each block can be adjusted to build a custom layout the custom content section includes the following settings heading - the title of the section mobile layout - the layout of the blocks when your store is viewed from a mobile device. choose from the following options you can choose from the following block types heading - add a heading to the text block text - add and format your custom text button label - add a button with a text label to the block button link - add the text that you want to appear on the button text size - set the size of the text container width - set the width of the block vertical alignment - set the vertical position of the content in the block horizontal alignment - set the horizontal position of the content in the block image - add an image to display in the block. you can upload an image, use a previously-uploaded image, or select a free stock image from burst product - choose a product to feature in the block. the product name, image, and price is displayed. if the product has no image, the product title appears in the block collection - choose a collection to feature in the block. the title of the collection and the featured image are displayed. if there is no featured image, an image from the first product in the collection is displayed. if the products in the collection do not have images, the collection title appears in the block menu - select a menu to display in the block heading - add a heading for the menu click custom content, and then click select select and configure the content blocks that you want to include in the section with express, you can add an image with text displayed to the right or left of the image. you can also add a button that links to another page you might use an image with text section to advertise a specific product or collection the image with text section includes the following settings with express, you can add a section with multiple columns of content. you can add up to four columns to each multi-column section the multi-column section includes the following settings you can feature the rich text content of a page on your home page. you might use this section to feature content from a store policies page or an about us page this section always uses the default page template, even if a different template is applied. for example, if you add a contact us page that uses a url template to the section, then the interactive fields from that template don't appear on the home page. any information you add to the title and content boxes for the page appears in the section.;;
this guide is relevant only to merchants selling in japan merchants who sell in japan often add pages to display their store's legal policies, and then add links to those pages to their store's footer menu you need to create your own store policies. contact a local legal expert for help you can create pages for the following store policies in the shopify admin from your shopify admin, go to settings legal when you add your store policies, they are automatically linked in the footer of your checkout pages adding store policies automatically adds a link to them in your checkout pages. however, creating new pages for your legal policies and linking them to your footer ensures that customers can view legal policies on any page of your online store from your shopify admin, go to online store pages paste your legal policies into the content text box provided after creating your legal policies, and creating new pages for them, a lot of store owners add links to their legal policies in the footer of their online store. this allows customers to view legal policies outside of your checkout pages from your shopify admin, go to online store navigation on the navigation page, click your footer menu enter the title of your legal policies page click the link field, and then select pages select the page that your legal policies are on;;
this guide is relevant only to merchants selling in germany the cart page shows a summary of all of the products that a customer has added to the cart, a subtotal and a total price for the order, and a checkout button that directs customers to shopify's secure checkout pages. when no products have been added, the empty cart page shows a continue shopping link that takes customers back to view your products. you can edit the settings and add new features to your store's cart page to suit the needs of your business merchants selling in germany often display the following information on their cart page from your shopify admin, click settings in the tax settings check all taxes are included in my prices the tax information is displayed under subtotal on the cart page if you add your shipping policy in your shopify admin, then a link to your shipping information is automatically added to your product page;;
this guide is relevant only to merchants selling in germany on the checkout page, customers enter their shipping and payment information, and complete their purchase. merchants who sell in germany often display links to the following information on their checkout page merchants who sell in germany often add an imprint or legal notice page to their store, which displays information about their company such as its name, address, and contact details you can also add a link to this content on your checkout page in the footer area you can display a link to your terms of service and refund policy on your checkout page under the heading checkout system checkout review, in the review notice html text box, enter the following text by completing your order, you agree to our termsofservice and refundpolicy in the language drop-down menu, select german and click save in the german review notice html text box, enter the following text by default, the cost displayed to customers on the checkout order summary includes tax. if you want to display the exact amount of tax being paid, then follow these steps if you add your shipping policy in your shopify admin, then a link to you shipping policy is automatically added to your checkout page.;;
this guide is relevant only to merchants selling in germany you can edit your order confirmation emails to include links to pdfs of important information such as your terms of service and refund policy links to your terms of service and refund policy are already included in the default email notification either before or after the footer text, paste the following code click preview to check the placement of the links to learn more about customizing your email templates, see customize specific email templates.;;
this guide is relevant only to merchants selling in germany merchants who sell in germany often add pages to display the following types of legal information you can create pages for the following store policies in the shopify admin you need to create your own store policies. contact a local legal expert for help from your shopify admin, go to settings legal when you add your store policies, they are automatically linked in the footer of your checkout pages. you can also link to the policies from your online store navigation you can create webpages in your shopify admin. webpages contain information that rarely changes or that customers will reference often, like an about us page or a contact us page learn how to add pages to your online store, and link those pages in your store navigation depending on your local laws, you might need to include certain links in your store policies. for example, merchants who sell in germany usually include a link to google's opt out extension find and highlight the text that you want to turn into a link click the insert link icon in the toolbar enter the destination url and a description for the link select how the link should open;;
"this guide is relevant only to merchants selling in germany if you sell products in quantities or measurements, then you might need to display the price per unit for certain products. when you enter a unit price for a product, the unit price is displayed on the product pages, collection pages, cart page, checkout pages, and order confirmation notifications from your shopify admin, go to products all products click the name of the product that you want to change click the variant you want to update under pricing, select show unit price for this product in the total measurement of product field, enter in the number of units your product has use the select unit dropdown menu to select the variant's unit of measurement. the type of unit you display is different depending on the type of product you are selling. for example, if the product is 2 litres of soap, then select litres in the unit price field, enter the product's price per unit optional input a number for the base unit. for example, for a product weighing 1 kg, you might select a base unit of 100 g from the shopify app, go to products all products from the all products screen, tap a product tap the variant you want to update the steps for this customization vary depending on your theme. click the button for your theme before following the instructions below back up your theme before you start editing the code. the following instructions are advanced. consider the section on getting help with customizations if you need help adding the feature to your theme unit prices are available in the debut theme for versions 12.1.0 and above. if you aren't able to update your theme to the latest version, then you can add unit price customization to previous versions of debut in the snippets directory, click the url file use the find keyboard shortcut to locate the following code by searching for data-price after your edits, the result should look like this in the sections directory, click the url file use the find keyboard shortcut to locate the following code by searching for cartprice-wrapper after your edits, the url file should look like this use the find keyboard shortcut to locate the following code by searching for grid-view-itemtitle use the find keyboard shortcut to locate the following code by searching for if url in the templates directory, click the url file use the find keyboard shortcut to locate the following code by searching for data-label' url' t in the assets directory, click the url file use the find keyboard shortcut to locate the following code by searching for.pricevendor use the find keyboard shortcut to locate the following code in the locales directory, click the url file in the layout directory, click the url file go to the themes page in your shopify admin click change theme language, then select the language you want to edit. this is only possible on your published theme enter unit price in the search field update the unit price separator field under general accessibility update the unit price label field under products product unit prices are available in the brooklyn theme for versions 13.1.0 and above. if you aren't able to update your theme to the latest version, then you can add unit price customization to previous versions of brooklyn in the snippets directory, click add a new snippet enter product-price in the name field copy and paste the following code into the file click save to confirm your changes use the find keyboard shortcut to locate the following code by searching for itempropoffers replace the code with the following snippet use the find keyboard shortcut to locate the following code by searching for price add the following code under the if from step 2 use the find keyboard shortcut to locate the following code by searching for capture imgidclass use the find keyboard shortcut to locate the following code by searching for url moneywithouttrailingzeros add the following code under the use the find keyboard shortcut to locate the following code by searching for if you have an older theme version, you may not be able to find this snippet. in that case, add the code from step 3 directly under the element use the find keyboard shortcut to locate the following code by searching for url money use the find keyboard shortcut to locate the following code by searching for.ajaxcartprice use the find keyboard shortcut to locate the following code by searching for.product-singlepolicies click change theme language, and then select the language you want to edit. update the unit price label field under products general unit prices are available in the minimal theme for versions 11.2.0 and above. if you are unable to update your theme to the latest version, then you can add unit price customization to previous versions of minimal locate and expand the snippets folder enter the name product-unit-price copy and paste the following code into url use the find keyboard shortcut to locate if url 'product' and add the following code on the line below locate and expand the assets folder use the find keyboard shortcut to locate this chunk of code use the find keyboard shortcut to locate this code locate and expand the templates folder use the find keyboard shortcut to locate the code locate and edit url in assets use the find keyboard shortcut to locate the line containing.shopify-payment-button and replace it with that chunk of the code should look like this the result should look like this locate and expand the sections folder use the find keyboard shortcut to locate the code url money replace the line with this code use the find keyboard shortcut to locate the line with itempropname and replace it by use the find keyboard shortcut to locate the line with itempropname and replace it with locate and expand the locales folder use the find keyboard shortcut to locate the line containing refreshpage and replace it with unit prices were added to the venture theme for versions 9.4.0 and above. if you're not able to update your theme to the latest version, then follow these steps to apply the unit price customization to previous versions of venture in the locales directory, click url use the find keyboard shortcut to locate the line containing refreshpage in the assets directory, click url use the find keyboard shortcut to locate the line.product-singlepolicies add the following code into url in the snippets directory, click url use the find keyboard shortcut to locate the line a href url within collection add the following code above the line found in step 2 in the sections directory, click url use the find keyboard shortcut to locate the first instance of use the find keyboard shortcut to locate the line assign currentvariant url add the following code below the line found in step 2 below this ul tag, find the code if url add the following code above the if block found in step 6 add the following code above the if block found in step 5 in the templates directory, click url use the find keyboard shortcut to locate the line use the find keyboard shortcut to locate the line create item's data object and add to'items' array use the find keyboard shortcut to locate the line vendor url, add the following code below the line found in step 4 use the find keyboard shortcut to locate the line shopifypaymentbutton'.shopify-payment-button' replace the line found in step 6 with the following code use the find keyboard shortcut to locate the line updatesku functionevt add the following code above the line found in step 8 unit prices were added to the supply theme for versions 8.3.0 and above. if you are unable to update your theme to the latest version, follow these steps to apply the unit price customization to previous versions of supply copy and paste the following code into the file and select save locate and expand the sections folder then select the url file use the find keyboard shortcut to locate the line include'price' with price in the file use the find keyboard shortcut to locate the line include'price' with url in the file locate and expand the snippets folder then select the url file use the find keyboard shortcut to locate the line if onsale and url in the file use the find keyboard shortcut to locate the line in the file locate and expand the templates folder then select the url file locate and expand the layout folder then select the url file use the find keyboard shortcut to locate the line containing onlyleft in the file add the following code above onlyleft' url' t count'1' json from step 2 use the find keyboard shortcut to locate the line.product-item--price in the file locate and expand the assets folder then select the url file use the find keyboard shortcut to locate the line originalselectorid'productselect-' sectionid, in the file add the following code above originalselectorid'productselect-' sectionid, from step 2 use the find keyboard shortcut to locate the line productvariantcallback functionvariant in the file add the following code under if variant from step 2 use the find keyboard shortcut to locate the line custompriceformat '' compareprice ''; in the file replace the line custompriceformat '' compareprice ''; with the following snippet use the find keyboard shortcut to locate the line url.shopifypaymentbutton, this.container.hide; in the file add the following code under the snippet from step 11 locate and expand the locales folder then select the url file use the find keyboard shortcut to locate the line containing refreshpage in the file add the following code above refreshpage from step 2 use the find keyboard shortcut to locate the line containing willbeinstockafter in the file add the following code after willbeinstockafter from step 5 click on change theme language, then select the language you want to edit. search for unit price in the input bar if you have added unit prices to your product but your unit prices are not appearing in your order confirmation notifications, then you might need to update your order notification template from your shopify admin, go to settings notifications add the following snippet to the template";;
this guide is relevant only to merchants selling in germany the following guides contain additional information about selling in germany;
to help you comply with tax regulations in germany such as the gobd and kassensichv, you can use apps from the shopify app store in germany, the gobd is a set of principles for the proper management and storage of books, records and documents in electronic form, and for data access. the gobd regulates all the requirements that german tax authorities place on bookkeeping and tax-relevant data, whether electronically or in paper form. the gobd also sets out the guidelines for how german tax authorities can access electronic data during tax audits. the gobd helps you to learn what data the tax office needs you to keep and outlines what the auditor is allowed to do as part of a tax audit to help you comply with the gobd, you can use the data exporter app or the gobd-export app from april 1, 2021, all german retail merchants must comply with the new kassensichv regulation in germany. this regulation impacts all merchants in germany who sell in-person and have a digital cash register that accepts cash payments. under this regulation, merchants are required to connect electronic cash registers to a technical security system tse for auditing purposes you can use the tse kassensichv app from the shopify app store to help comply with the tse regulation.;;
this guide is relevant only to merchants selling in china on the checkout page, customers enter their shipping and payment information, and complete their purchase. merchants who sell in china often display links to the following information on their checkout page merchants who sell in china often add an legal notice page to their store, which displays information about their company such as its name, address, and contact information you can also add a link to this content on your checkout page you can display a link to your terms of sale and refund policy on your checkout page under the heading checkout review, in the review notice html text box, enter the following text by completing your order, you agree to our termsofsale and refundpolicy in the language drop-down menu, select chinese and click save in the chinese review notice html text box, enter the following text in confirming your payment, you are also confirming your order and that you accept our termsofsale and refundpolicy;;
this guide is relevant only to merchants selling in china before you can start running ads on facebook, you need to set up a facebook business manager bm, facebook ads manager account, and a facebook page through an authorized facebook ad reseller in china. if you're a merchant in china, then set up one of the following resellers to get started with marketing on facebook each reseller listed above links to an application form that you need to complete, using the following information if you have any questions about the information requested in the application form, then contact the reseller directly after submitting the application, your store needs to be approved by both the facebook ad reseller and facebook. this can take up to 23 business days when your application is approved, a representative from the reseller contacts you at your mobile number to share details about the following next steps access to your facebook ad account using the email address that you provided in the application form when registering with the reseller as your facebook account id. you need to set a password for your new facebook account through the reset password function on facebook make payment to the reseller for facebook ad credits on your ad account, so that you can start using these ad credits to buy ads on facebook if you have any problems accessing your facebook account or have questions about facebook ad credits, then contact the reseller adding a facebook pixel to your online store can help you understand how customers from facebook are interacting with your store. learn about how to add a facebook pixel to your shopify store stores in china can't use shopify's facebook channel app. instead, use facebook ads manager to create marketing campaigns for your shopify store from facebook.;;
this guide is relevant only to merchants selling in china this section provides information about setting up payments for merchants selling in china. for general information about accepting payments in your store, refer to payments before you can accept payments in your shopify store, you must create an account with a third-party payment provider, such as paypal, and then set up that account in your shopify store shopify payments is not currently available to merchants in china. you're charged transaction fees each time a customer makes a purchase using paypal or a third-party payment provider. learn more about third-party payment providers when selecting a payment provider for your store, factors to consider include you can find a full list of third-party payment providers in your shopify admin. go to settings payments third-party payment providers if you have any questions about fees or payouts, then contact the third-party payment provider directly typically, you need to provide the following information when creating an account with a payment provider some payment providers also require that you provide past sales records for your business after your account has been approved by the payment provider, you need to set up the provider with your shopify store. learn more about configuring third-party payment providers if you have any questions about setting up the payment provider in your store, then contact the provider directly as a merchant in china, you need to pay taxes to the chinese tax authority on the price of goods sold through your store. if you're selling to customers overseas, then check with your payment provider about whether they can help you obtain a tax waiver from the chinese tax authority on your export sales if you're unsure of your tax liabilities, check with the chinese tax authority or a tax professional to ensure that you file and remit your taxes correctly.;;
this guide is relevant only to merchants selling in china the country where you operate your business can impact how you design your online store and what information you provide to your customers. regulations, buyer expectations, and language considerations can help determine what information you add to your online store and product pages while this is not a complete list, merchants selling in china often make the changes listed in this section to their shopify stores disclaimer this guide is for informational purposes only, and does not constitute professional legal advice. consult independent legal advice for information specific to your circumstances. shopify is not liable to you in any way for your use of or reliance on this information general checklist for selling in china display your store policies and other legal information for china display important information on the checkout page for china creating facebook ads for merchants in china setting up payments for merchants in china additional resources for merchants selling in china;;
this guide is relevant only to merchants selling in france the following guides contain additional information about selling in france;
as of january 1, 2018, the french government has mandated that all merchants selling in france and subject to vat have a certified system of records. this law is intended to help prevent tax fraud shopify provides merchants with the ability to be compliant with this law, but each merchant's situation is unique. it's important to consult with local legal professionals to determine if you comply with all local laws and regulations. shopify doesn't submit tax records for you, but we provide a way to export the information in a format for you to submit on your own. how you submit your tax records depends on your local or national tax authority in order to be compliant with article 88 in france, you need to download and complete this loi anti-fraude tva document and keep it in your records to export your compliant records, install the france data exporter, and select the calendar year you want to export. your exported records are sent to the store owner's email account if you have any issues or questions, then contact shopify support.;;
shopify recommends you start by taking the affiliate marketing fundamentals course to learn the basics of affiliate marketing with shopify and the best strategies to use. you can also check out the growth center for resources to earn more referral revenue and market shopify easier become an authority on commerce by being a shopify merchant yourself. as a shopify merchant, you can speak authentically about your experience and offer your audience real-life examples and insight into how you got started. sharing your experiences can help them fast-track their store launch, be set up for long-term success, and avoid common mistakes check out the growth center's guides and playbooks for lists of high-performing content you can link to or draw inspiration from. subscribe to the growth center emails for tips on key topics to cover, pre-developed content, and product announcements to help keep your content up to date video guides, tutorials, courses and vlogs can offer your audience instruction on how to launch and grow their business. you can create the following content determine what topics and ways to sell resonate best with your audience, and determine what content formats, calls to action and topics are most likely to result in conversions. engage a more targeted audience and speak to the use cases of'why shopify' in your content to help entrepreneurs understand how it supports their business needs try split testing different shopify properties to optimize the sign up rate of your referrals. not all landing pages engage your users in the same way. the growth center guides highlight the highest converting landing pages by audience type to make more referrals you can re-market to your audience by email after they've taken your course, attended your webinar, or downloaded your guide to support them even after they signed up for their free 14 day shopify trial. offer additional content and guidance on how to launch their business become eligible for the education partner programs to access exclusive benefits and enhanced earning potential. the shopify education partners program supports high-quality partner-produced courses that teach merchants how to launch or grow their business. as an education partner, you can add the shopify approved course badge to your course materials. all of your content must be your own. promoting any content that isn't your own can result in affiliate partnership termination. however, you can reference shopify's content and direct your audience to content in the growth center. growth center content was made for you to link to as a resource that saves you time and helps your audience convert at a higher rate in the growth center's creative library, there are over 4,000 up-to-date assets available in different formats and in 14 languages for you to use in your marketing you can also create your own custom banners and material to promote shopify, but make sure to follow the brand guidelines when working with shopify imagery and logos. you can use promotional phrases like try it free today in your graphics to increase your click-throughs and conversions by default, your affiliate link sends visitors to the shopify free trial page. to create links that land on other shopify pages, you can deep link by adding?refyouruniquerefhandle to the end of any shopify page to receive credit for your referrals always test your links to make sure the traffic you send is successfully tracking your referrals. try split testing different landing pages and content combinations to help optimize your conversion rate you can subscribe to our growth center newsletter series where we send frequent updates, new resources and dive into topics that can help you earn more as a shopify affiliate. you can also find key product announcements by visiting the shopify newsroom you can complete the growth center feedback survey to let us know what you need to market shopify.;;
the shopify partner program gives digital professionals including designers, developers, marketers and influencers all the tools they need to build successful businesses alongside shopify. our partners receive unlimited trial stores, in-depth documentation, and the opportunity to earn from multiple revenue streams. gain insider information on our product roadmap and upcoming feature releases, and leverage partner support. you'll receive free training and resources to learn shopify and grow your business have questions about joining the shopify partner community or how to get started? if you can't find the answer you're looking for, then contact partner support. partner support can help you to navigate our partner programs, resolve issues for your clients, and grow your partner business.;;
as a shopify partner, you earn money based on your contribution to the shopify ecosystem your activities and the partner program that you join. your earnings might vary based on your location and the location of the merchants you work with shopify might charge you taxes on its fees or pay out taxes on your referral commissions in certain cases. these taxes vary based on your location, the type of partner activity, and the tax information you provide in your partner account settings. you might be responsible for remitting these taxes to the appropriate government authority. to learn more, refer to shopify partner earnings your referral commission is calculated on the subscription fee paid by the merchant to shopify, net of any discounts or credits. your app and theme revenue is calculated on the app or theme purchase made by the merchant from shopify. before your earnings are calculated, the merchant must pay shopify for the related subscription fee, app purchase, or theme purchase below are some factors that might impact your earnings if a merchant's bill payment fails, then your earnings on their subscription fee, app purchase, or theme purchase are paid out only after the payment is retried and successfully processed if a merchant's account is frozen due to non-payment, then your earnings on their subscription fee, app purchase, or theme purchase are not paid out until the merchant's account is unfrozen and the payment is successfully processed if a merchant is given a free trial as part of the affiliate referral process, then your referral commission is paid out only after the merchant pays their first subscription fee stores without an associated subscription fee, such as plus expansion stores, do not contribute to your referral earnings for information about how you can earn money in the shopify partner program, refer to shopify partner earnings as a shopify partner, you can earn recurring commission payments for referrals and shopify plus upgrades. these payments recur monthly as long as you're an active shopify partner. to continue receiving recurring commission payments for these previous referrals and upgrades, you must complete one of the following partner activities at least once every 12 months the partner activity requirement does not apply to other ongoing earnings, such as earnings from app sales or theme sales for detailed terms, refer to shopify partner earnings you can view the date that you need to complete another partner activity by on the referrals page. this information appears only if you're an active shopify partner the shopify partner activity requirement was paused between march 26, 2020 and august 4, 2020. any activities that you completed during this pause were still counted. if you completed a partner activity while the partner activity requirement was paused, then you have 12 months from the reinstatement date to complete another partner activity if you didn't complete a partner activity while the partner activity requirement was paused, then you start with the same amount of time to complete a partner activity that you had before the pause. for example, if you had seven months left to complete a partner activity when the pause began, then you have seven months from the reinstatement date to complete a partner activity all you need is a minimum of 25 in earnings to receive a payout from shopify. earnings are accumulated and paid out on the following schedule sales and referral activity earnings are calculated separately. this means that if you meet the threshold for referral earnings, but not sales earnings, then referral earnings are paid out and sales earnings continue to accrue until they meet the earnings threshold there is no upper limit to the total amount of earnings that you collect and the number of clients you collect from from the payouts page in your partner dashboard, you can track the various sources of earnings that you receive as a shopify partner. your payments from shopify are transferred to you in regular payouts, which appear as records in the payouts table payouts are divided by activity type. sales payouts contain payout details for app sales, theme sales, and service sales. referrals payouts contain payout details for development store referrals, shopify plus referrals, and affiliate referrals to learn more about what's included in a payout, click its date range when you view a payout, you can find detailed information about the sources of revenue that each payout includes line items in your payout represent the amounts payable to you after shopify fees. processed payouts include separate line items for taxes on shopify fees and taxes on referral commissions you can export a record of your payouts in a csv file the columns and values in exported payout records are subject to change. for example, changes to our billing model might impact the names of existing charge types. if a new feature impacts exported payout records, this information will be communicated in the developer changelog from your partner dashboard, can download invoices for the fees charged or commissions paid in a specific payout. there are two types of invoices fee and commission invoices are generated when a payout is processed. you can't view invoices for pending transactions the shopify fees invoice is a record of the commission fees shopify has charged you for activities like app sales, theme sales, and service sales. these invoices are addressed to you from shopify. if your shopify fees are subject to taxes, then each applicable tax is listed as a separate line item on the invoice. the purpose of this invoice is to list the shopify fees you were charged and how any applicable taxes were calculated the referral commission invoice is a record of the commission that shopify pays you for referral activities, including affiliate referrals, shopify plus referrals, and development store referrals. these invoices are addressed on your behalf to shopify. if your referral commissions are subject to taxes, then each applicable tax is listed as a separate line item on the invoice. the purpose of this invoice is to list the referral commission you were paid and how any applicable taxes were calculated the taxes outlined on the referral commission invoice are not remitted by shopify. you're responsible for remitting these taxes to the appropriate government authority if you believe that the amount of revenue that you've received is too high or too low, then contact partner support with details. we'll review your message and do what we can to resolve the issue.;;
there are a few different ways that you can work on a store's theme without your changes immediately affecting the live site themes purchased from the shopify theme store are licensed only to the store account on which they are purchased. duplicate copies of a purchased theme are not permitted to be re-used on or redistributed to other accounts if you duplicate a theme from the themes page in the merchant's shopify admin, then you can customize that duplicate version of the theme directly in shopify without your changes appearing on the online store. when you're ready to launch the updated theme, you can publish it if you download the theme from the themes page in the shopify admin, then you can make changes to the theme files by using a text editor or web development tool. when you're ready to launch the updated theme, you can upload it, and then set it as the current theme you can use shopify theme kit to modify your theme with a local text editor of your choice. it then pushes your edits to your development store using our api shopify supports multiple themes, so you can make a copy of your theme on the themes page in your shopify admin, and edit that unpublished theme.;;
as a business, you're responsible for collecting and remitting taxes on your sales to the appropriate government authority. this guide provides an overview of how and when shopify calculates taxes for app sales, theme sales, service sales, and referrals, and how these taxes are remitted your tax obligations are different depending on the type of services that you offer and where your business is registered. it's recommended that you discuss any tax issues relating to your business with a local tax professional if you're a shopify partner who sells apps or themes on the shopify platform, then the jurisdiction of the merchant purchasing the app or theme might require that you remit taxes for these sales. shopify calculates and remits these taxes to the local tax body if the following is true depending on your jurisdiction, you might have to fill out one or more joint election forms to permit shopify to file certain taxes on your behalf. see the joint election forms table for more information to learn more about the jurisdictions where shopify has a business presence, refer to the billing documentation for merchants this table contains a list of joint election forms that you might need to fill out. a joint election form indicates that shopify collects and remits certain taxes on your behalf. the forms you need to fill out depend on your jurisdiction and where you are registered for taxes. you might need to fill out more than one of these forms, or none of them this list might not be complete. you should discuss any documentation requirements relating to your business with a local tax professional if you file taxes in british columbia, then you must fill out a joint election form. you must submit this form to shopify within 60 days of your first app or theme sale you can download the joint election form from url. when you have completed and signed the joint election form as the principal, you can request shopify's signature on the form by sending the completed form to email. shopify will file this form for you with the british columbia government if you're a shopify partner who charges service fees, then you can include your tax registration number and the amount of tax to charge merchants on the invoices that you submit. shopify charges the merchant the specified amount and pays out your portion of the transaction with tax included. it is your responsibility to remit taxes to the appropriate government authorities. for more information about creating invoices for services, refer to invoicing merchants and getting paid shopify pays you a commission for development store referrals, affiliate referrals, and shopify plus referrals. because this is a service that you provide to shopify, your jurisdiction might require that you remit taxes for this commission. shopify calculates and pays these taxes in the following cases only if you provide a canadian business account number bn in your partner account tax information, then shopify adds an additional 13 ontario hst to your referral commission payout. this tax is added to your payout and reflected on your referral commission invoice. you're responsible for remitting these taxes to the appropriate government authority.;;
the shopify affiliate program is for educators, influencers, review sites and content creators to educate their audience about entrepreneurship with shopify and earn commission for their referrals to apply, you need to meet the following requirements shopify carefully reviews your application. if your application is approved, then you receive an email with an affiliate link to promote shopify, and some tools to help you get started. in most cases, applications to the shopify affiliate program are processed within 15 business days due to the high volume of submissions, shopify doesn't provide feedback on applications that are denied shopify affiliate referrals are tracked using a unique reference handle assigned to each affiliate when they're accepted into the program. affiliates use this unique link to direct their audience to a shopify property so that successful referrals can be attributed to them shopify affiliates earn commission for merchants they refer to shopify through a link that contains their unique referral handle. affiliates earn a 200 bounty for each successful merchant they refer to shopify. this means they earn 2x the monthly plan price selected by their referral after the merchant has been active for 2 months the shopify affiliate program uses paypal for affiliate payouts. for credits accumulated from the 1st up to and including the 15th of the month, the payout occurs five business days after the 15th day of the month. for credits created between the 16th to and including the last day of the month, the payout occurs five business days after the last day of the month. if the commission balance is less than 25, then it is held until the next payout period you can track the referrals you made, the total earnings in a pay period, and total earnings to date. you can also track when a merchant has switched from a trial to a paid plan, or if they haven't converted, they'll be marked as frozen check out shopify's brand guidelines and make sure you're using the branding guidelines correctly. by using our brand assets, you indicate that you've accepted shopify's trademark usage guidelines and you understand that a violation of these guidelines results in the termination of your shopify partner account.;;
a collection of guides to help you succeed as a referral partner the shopify affiliate program is for educators, influencers, review sites and content creators to educate their audience about entrepreneurship with shopify and earn commission for their referrals learn about the affiliates program tools and strategies to educate and engage your audience promote your shopify-related courses and refer new merchants.;;
after you finish working on a development store for a client, the next step is usually to transfer ownership of the store to them. after you transfer ownership of a development store, the store appears on the stores page in your partner dashboard under the managed tab development stores have limitations on them to make sure that they are used only for development. in some cases, you might need to set up features for a development store that are available only to stores on a paid plan you can't transfer ownership of a development store that has a developer preview enabled there are two main reasons to transfer a store to a paid plan when you transfer a development store to a live subscription plan, you need to enter billing information. this billing information must be provided by the store owner the credit card used for the store's subscription is the same credit card that will be used to purchase themes, domains, and apps before you transfer ownership of a development store to your client, make sure that you add them as a staff member and that they complete the staff account setup. after you transfer ownership to your client, you remain on the store as a collaborator but no longer have access to financial information you should also add your client's address to the store settings before you transfer ownership, especially if your client is based in a different country than you. in some cases, transferring a store with the wrong address can cause your client to be charged extra taxes on their shopify invoice. to learn more about changing a store's address, refer to set or change your legal business name and address if you want to switch a development store to a paid plan, but still be the store's owner, then choose a plan for the store through the shopify admin if you switch to a shopify plus plan before changing ownership, then you become the organization owner as well as the store owner. the organization owner can't be changed through the shopify admin, so you should consider transferring ownership before switching to a paid plan. to transfer organization ownership after switching to the plus plan, contact shopify plus support if your client is using shopify pos and requires pos pro features, then they need to select the pos pro subscription for each location that requires these features after they select their ecommerce plan. learn how to manage a store's pos subscriptions by location after you transfer the ownership of a development store to another account, the transfer can't be reversed log in to your partner dashboard, and click stores click transfer ownership beside the development store that you want to transfer on the transfer store ownership dialog, select the new owner from the list of eligible owners. if you haven't added your client as a staff member yet, then click add a staff account and create a new account for your client before you continue. your client must complete the staff account setup before you can transfer store ownership to them when you're done, click transfer store. the store now appears on the stores page in your partner dashboard under the managed tab. the new owner receives an email with instructions to create the account and select a plan. until your client accepts the transfer, the store is paused. after the client begins paying for a shopify subscription plan, you start to receive your recurring commission after you've transferred a store to your client, you can also send them the merchant handoff kit. make sure to provide them with information about our find your next client guide is a great place to start you can switch a development store to a paid plan but still be the store's owner. you might want to do this if you need to test a feature that's available only on a paid plan if you switch a development store to a paid plan, then you can't transfer it using the partner dashboard. if you want to transfer the store to a client later, then you must transfer ownership and remove your payment details manually if you've built a store for a client and it includes a third-party theme, then you need to transfer the theme to the client. the best way to do this depends on whether the theme still needs code customization when you transfer the development store to your client if the theme still needs code customization, then you need to buy the theme on behalf of the client and then bill the client for the cost of the theme. when you transfer ownership of the development store, your credit card or paypal account is automatically removed from the store's billing settings if the theme doesn't need any code customization, then leave the theme as a free trial. your client doesn't need to pay for the theme until they want to publish it, or if they want to customize its code. they can do this after you transfer the development store when you buy a theme from the shopify theme store, that theme is licensed only to the store that you originally buy it for. if you want to transfer a theme license to another store, then you need to contact shopify support unlicensed themes aren't eligible for support or updates when new features are released. to learn more about licensing, see shopify's terms of service when a store is paused, it's in a suspended state that requires billing information to be entered by the store owner. to allow access to the store, the store owner must log in and provide current billing information so that the store can move over to a live subscription plan shopify charges on a prorated billing cycle. any credit card entered will be billed immediately for the subscription charge as soon as the store owner enters billing information, you'll be able to log in using your account credentials for that store, with full access to edit and further develop the store if you're no longer listed as the account owner, then you won't have access to the store's financial information, such as billing information and shopify payments payout details after a plan is applied to a shop, you can pause the store to allow for more development before the store is ready for launch.;;
here are some common terms you might hear as a member of the shopify partner program your affiliate link formerly called your referral handle is the unique url found within the referrals tab of your partner dashboard. for each shopify merchant who signs up using that link, you'll earn a commission according to their monthly subscription fee. to learn more about the amount that you're entitled to receive, refer to affiliate referrals when someone signs up for shopify by using your affiliate link, it counts as an affiliate referral collaborator accounts allow you to request access to a client's shopify store directly from your partner dashboard. these accounts provide a simpler and safer way for you to gain access to, and work on, your clients' existing shopify stores as a shopify partner, you can create an unlimited number of development stores that never expire. you can use these stores for testing purposes, or as the first step to signing up clients for shopify. create development stores on the stores page of your partner dashboard. this type of referral is the only way to earn a recurring commission. to learn more about the amount that you're eligible to receive, refer to development store referrals when you create a development store within your partner dashboard and transfer your client onto a paid plan, you'll earn a portion of their monthly subscription fee for as long as they remain a shopify customer, and as long as you remain an active shopify partner in the shopify partner ecosystem. you can track your development store referrals in your partner dashboard your partner dashboard is the best place to keep in sync with the apps, themes, and stores that you're building with shopify. shopify partner academy is an online training and certification program offered exclusively to shopify partners. the program includes courses that help you learn more about the shopify platform, and grow your business as a shopify partner. to learn more, refer to shopify partner academy you can contact partner support through shopify help center. partner support can help you to navigate our partner programs, resolve issues for your clients, and grow your partner business as a shopify partner, you earn money based on your contribution to the shopify ecosystem your activities and the partner program that you join. your earnings might vary based on your location and the location of the merchants you work with. to learn more, refer to shopify partner earnings anyone who signs up for the free shopify partner program, which gives freelancers, agencies, and affiliates access to unlimited trial stores, in-depth documentation, and multiple revenue streams. gain insider information on our product roadmap and upcoming feature releases, and leverage partner support. you'll receive free training and resources to learn shopify and grow your business shopify plus partners are carefully vetted, best-in-class agency and technology partners that specialize in shopify plus, our enterprise-level plan. this top tier of partners receives exclusive resources, training, invitations to industry events, as well as access, introductions, and exposure to more than 2,500 high-growth merchants. learn more about the shopify plus partners program.;;
the shopify plus partner program supports shopify merchants by building world-class services and solutions needed to scale their businesses. the program is available for shopify partners who demonstrate a level of product quality, service, performance, privacy, and support that meets the advanced requirements of shopify plus merchants in this program, shopify typically partners with the following types of organizations if you want to develop apps for shopify plus merchants, then consider joining the shopify plus certified app program partners in the shopify plus partner program provide shopify merchants with a variety of end-to-end business solutions, such as for a detailed overview of the service offerings that are currently available, visit our shopify plus partner directory shopify plus partners receive several benefits as part of the program, including shopify plus partners also receive a business profile highlighting their service offerings. this profile is made publicly available on the shopify plus partner directory how to qualify for the shopify plus partner program apply to the shopify plus partner program;;
before submitting an application on behalf of your business, you should ensure that your business meets all of the necessary prerequisites these prerequisites are used as a starting point when reviewing new applications to the shopify plus partner program. they are subject to change based on location, type of service offering, and other business factors. meeting these prerequisites doesn't guarantee acceptance into the shopify plus partner program organizations that are accepted into the shopify plus partner program will be measured to ensure the following;;
thank you for your interest in joining the shopify plus partner program. before you apply, make sure that you have reviewed the program prerequisites to determine if your business meets the necessary criteria to qualify for a partnership if you think that your business could be a fit for the shopify plus partner program, then you can apply here after your application is submitted, the shopify plus partnerships team will review your application. you will only be contacted directly if you have been conditionally accepted for a follow-up meeting to discuss formalizing a partnership with shopify plus if you're already a shopify partner, then you can still refer customers to shopify plus and work with shopify plus merchants, regardless of your current partner program status.;;
access to the shopify plus certified app program is through an annual 15,000 usd certification fee, plus a monthly integration cost'per shopify plus merchant install' building and supporting a successful shopify plus certified app program as well as creating a seamless merchant experience requires significant investment and coordination on both ends to deliver on a shared value proposition. that investment in the shopify plus ecosystem is reflected in the program costs and encompasses the use of the shopify platform, access to program benefits, and app certification a member from the shopify plus app partnerships team will reach out with more information once your application has been reviewed.;;
the shopify plus certified app program supports the largest shopify merchants by helping them find the apps and solutions they need to build and scale their business. the program is available specifically for shopify partners who provide a level of product quality, service, performance, privacy, and support that meets the advanced requirements of shopify plus merchants once certified by shopify, a partner app is made available to merchants globally using the shopify plus partner directory and the shopify app store. this dedicated shopify plus partner directory enables shopify plus merchants to more easily discover and review app partners that have been vetted to solve a variety of unique commerce challenges. in addition, the shopify plus certified app program unlocks a powerful distribution channel for app partners while providing merchants with a seamless integration experience shopify plus certified app partners receive several benefits as part of the program, including the following apply to the shopify plus certified app program how to qualify for the shopify plus certified app program;;
it's easy to let your clients know that you're a shopify partner. don't forget to include your affiliate link with all the banners and logos that you use you'll earn a commission for each client that uses your affiliate link to launch a store download the shopify partners logo or visit shopify's brand guidelines for more logos, color swatches, fonts, and screen shots by using our brand assets, you indicate your acceptance of our trademark usage guidelines and you understand that a violation of these guidelines will result in the termination of your license andor permission to use our brand assets include one of the following shopify banners on your website can't find exactly what you're looking for here?;;
you can choose which information each of your team members can access from the team page in your partner dashboard. there are two different types of team member accounts you can grant staff members the following sensitive permissions. these permissions control the information the staff member is able to view and manage in the partner dashboard you can grant staff members the following permissions to stores connected to your partner organization this setting controls the development stores that a staff member has access to these settings control the actions that staff members can take on development stores that they have access to. these settings are available only if development store access is set to all existing and future stores or specific stores add, archive, and unarchive stores allows the staff member to create new development stores, and archive or unarchive any stores they have access to if a staff member has access to only specific development stores, then they are automatically granted access to any new development stores that they create transfer stores allows the staff member to transfer ownership of any development stores they have access to this setting controls the managed stores that a staff member has access to this setting controls the actions that staff members can take on managed stores that they have access to. this setting is available only if managed store access is set to all existing and future stores or specific stores add and remove stores allows the staff member to request access to clients' stores, and remove partner organization access to any stores they have access to if a staff member has access to only specific managed stores, then they are automatically granted access to any client stores that they request access to these settings control the shopify plus sandbox stores that a staff member has access to. these settings are available only if you're part of a shopify plus partner organization this setting controls the actions that staff members can take on shopify plus sandbox stores that they have access to this setting is available only if shopify plus sandbox store access is set to all existing and future stores or specific stores add, archive, and unarchive shopify plus sandbox stores allows the staff member to create new shopify plus sandbox stores, and archive or unarchive any stores they have access to if a staff member has access to only specific shopify plus sandbox stores, then they are automatically granted access to any new shopify plus sandboc stores that they create if a store permission level is set to specific stores, then you can manage the stores that a staff member has access to from the staff member's profile. you can also grant a staff member access to a store from the team members page for a specific store to invite a new team member to your partner dashboard decide which type of account you want to create, and then click either invite owner or invite staff member enter a valid email in the email field if you're creating a staff account, then do the following you can change these permissions later if you want when you're done, click send invite you can make the following changes to your team accounts the partner dashboard is available in multiple languages. you can choose the one that you want to use from the your profile page you can add enhanced security to your partner account by activating app authentication or sms authentication. to learn more about these types of authentication, see secure your account with two-step authentication if someone logs in to your personal account for the partner dashboard from an unfamiliar device, then you'll receive an email to warn you that your account was connected to a new device. if you don't recognize the device, then your account might be compromised. if your account has been compromised, then take steps to protect your data right away.;;
here are some common questions we get asked about shopify's partner program the shopify partner program gives you multiple ways to generate revenue. one is to refer clients to us by using development stores, and receive a recurring commission. another is to use your affiliate link to earn a commission for each shopify merchant who signs up using your affiliate link. you can write and publish shopify apps or shopify themes. you can also sell your apps or themes on a subscription basis or for a one-time fee. refer to shopify partner earnings for more details simply sign up for a shopify partner account. once you're a partner, you can submit apps to the shopify app store and also start signing clients up under your account. you'll be earning a portion of the revenue shopify earns from each client from the day you sign them up. shopify will pay you via paypal on a regular basis, provided you've achieved the minimum balance earnings are accumulated and paid out on the following schedule payments are delivered to you via paypal in usd. any money owed to you is paid out twice monthly as long as your balance for the activity type is above 25 usd. if your balance is below 25, it will be held until the next payout period. if you decide to close your partner account and your balance is below 25, then the amount will not be paid out sales and referral activity earnings are calculated separately. this means that if you meet the threshold for referral earnings, but not sales earnings, then referral earnings are paid out and sales earnings continue to accrue until they meet the earnings threshold follow this guide for handing off development stores to clients free apps can be installed on the development store. to install an app that has a fee, the development store needs to be on a plan with a credit card on the account we have a list of partner-friendly apps that are free to try in development stores. download the theme from the themes page in the live shop, and then upload it to your existing development store. now you can work on a copy of the live shop's theme in a dev environment when you're ready to launch the updated theme, download the theme from your development store and then upload it to the live shop as the primary theme you can use the shopify theme kit to modify a store's theme with a local text editor of your choice. when you're done making your changes locally, then you can push them to the store shopify supports multiple themes, so you can make a copy of your theme on the themes page in your shopify admin, and edit that unpublished theme if you've built a store for a client and it includes a third-party theme, then you need to transfer the theme to the client. the best way to do this depends on whether the theme still needs code customization when you transfer the development store to your client if the theme still needs code customization, then buy the theme on behalf of the client, bill the client the cost of the theme, and handoff the development store so that your credit card is removed from its account if the theme doesn't need any code customization, then leave the theme as a free trial. your client doesn't need to pay for the theme until they want to publish it or if they want to customize its code. they can do this after you transfer the development store the merchant pays for the theme when they want to publish the theme or edit the code. this can be done after you handoff the dev store an affiliate link is a unique url to provide to your clients. every partner receives their own unique affiliate link. when it's time to create your client's store, log in to your partner dashboard and open a development store, or provide your client with your affiliate link. this will connect the client's store with your shopify partner account, and let you track your affiliate income to be paid a recurring commission for the merchants that you refer, you must create a development store for them. if they sign up through your affiliate link, you will be paid a one-time affiliate referral commission instead. to learn more, refer to shopify partner earnings application billing is explained in full in the application billing documentation all we need to pay you is a valid paypal account. the plan change will be reflected in your partner dashboard you can track who your affiliated clients are, the total revenue in that pay period generated by all your affiliated clients, and the total revenue to date from all your affiliated clients we do not provide this statistic as it would be a violation of the client's privacy visit our client resources section of the website for brochures, flyers and information you can share with prospective and current customers. we also provide some creative shopify banners and logos for you to use and suggestions for how to brand yourself as a shopify partner. we send out a monthly newsletter containing shopify news, tips on how to promote shopify, and any other important information. if there's anything in particular you think we could provide that would be valuable to help you sell, please contact partner supportquestionspartners you can collect on as many clients earning as much income as you can possibly manage. the way we figure it, if you're earning, we're earning everything you need to know about earning money as a shopify partner is outlined in shopify partner earnings shopify might charge you taxes on its fees or pay out taxes on your referral commissions in certain cases. these taxes vary based on your location, the type of partner activity, and the tax information you provide in your partner account settings. you might be responsible for remitting these taxes to the appropriate government authority. for more information, refer to shopify partner earnings if you referred a customer before you signed up as a partner, then you can't add their account to your referrals unfortunately, no. collecting partner earnings on a store run by yourself in whole or in part is fraud and grounds for dismissal from the partner program you can't process any payments through a personal development store, but you are welcome to use one as a public-facing website to advertise your services and display your work as a shopify partner, you earn a commission based on the merchant's subscription fee. you'll continue to earn this commission for as long as the merchant is a shopify customer and you are an active shopify partner we calculate your commission based on invoices paid by the merchant. after the invoice has been sent from shopify to the merchant and the merchant has paid, your earnings will start to accumulate for any payment disputes, contact partner support with the full details of the issue. we'll review your message and do our best to resolve it just as with shopify, we're continuously developing all kinds of useful features for the partner program. we'll keep you updated on these upgrades right before they go live. if there's any feature or functionality that you want to see added to the shopify partner program, then contact partner support the terms of service are located here you can contact partner support through shopify help center. partner support can help you to navigate our partner programs, resolve issues for your clients, and grow your partner business to learn how to choose the language that you want to use, refer to choose your preferred language can't find the answer you're looking for?;;
free sessions to help you run your shopify store shopify support team member etsy shop owner, gala, will walk you through the steps to move your etsy store to shopify learn how to prep your online store and products to connect to google merchant center and start running smart shopping campaigns a one hour live demo on everything you need to know to get started with oberlo, including adding oberlo to your shopify store and your first sale from trial to first sale, our talented support team will walk you through everything you need to start using shopify!;;
if your business model doesn't fit in to any of the sales channels and apps that shopify and our partners offer, then you can use developer tools apis and sdks to build your own solutions. these tools, referred to as the custom storefront tools, let you create the following types of shopping experiences personalize the front end of your website and create a storefront with the javascript sdk. in this case, you'd replace the online store channel and liquid themes with a custom storefront built using the languages and tools that you prefer add commerce to your mobile app - build shopping experiences into your ios and android apps by using the mobile sdks insert shopping experiences into games with the unity sdk use the storefront api to have full control over on any platform headless commerce is an architecture where the front end and back end of your website are independent. a custom storefront is an example of a headless commerce model. when you create a custom storefront, you replace the online store channel front end with a storefront that you've created, and then you connect it to shopify back end. your customers can browse products, add them to a cart, and then check out using the shopify checkout. you can also add other tools for example, a shipping and fulfillment tool to the shopify to help process your orders headless commerce doesn't apply just to online stores. for example, shopify can also be used in other kinds of shopping experiences such a mobile apps, video games, smart devices, and more complex solutions can involve connecting other business systems, for example a content management system cms, customer relationship management crm, enterprise resource planning erp system, or product information management pim system to the front end or the back end to create custom shopping experiences for your customers, choose from the following options for example, you can add a basic buy button to an existing website or blog by using the buy button channel. other apps can help you create mobile apps and sell in other sales channels hire a developer or build the experiences yourself by using the following sdks;;
as a merchant, you might need to charge taxes on your sales, and then report and remit those taxes to your government. although tax laws and regulations are complex and can change often, you can set up shopify to automatically handle most common sales tax calculations. you can also set up tax overrides to address unique tax laws and situations shopify uses many default sales tax rates, which are updated regularly. if you use the default rates, then you need to confirm that they are current and correct for your particular circumstances. you can override them whenever necessary shopify doesn't file or remit your sales taxes for you. you might need to register your business with your local or federal tax authority to handle your sales tax. the calculations and reports that shopify provides should help make things easier when it's time to file and pay your taxes you should always check with a local tax authority or a tax accountant to make sure that you charge your customers the correct sales tax rates, and to make sure you file and remit the taxes correctly general set-up steps and tax reports registration-based tax settings setting up tax rates for shopify pos collecting international duties and import taxes tax services with avalara avatax;;
the shopify organization admin is only available to the shopify plus plan the shopify organization admin is an enhancement to the standard shopify admin. if you operate multiple stores, then the shopify organization admin enables you to operate at the organizational level instead of at the individual store level. users who have been given access to the shopify organization admin can perform actions across multiple stores in your organization that affect users, stores, and shopify workflows the shopify organization admin includes the following features to help you manage your organization more efficiently.;;
when you sell on shopify, there's a community supporting you. in addition to the shopify help center, there are other resources to help you grow your business, and events where you can network with other entrepreneurs and build your skills the shopify community provides discussion forums for merchants, partners, and experts, as well as those looking to learn more about shopify. you can take part in business conversations, receive support for technical questions from other community members, and learn more about shopify in general if you're just starting your store, then check out the feedback on my store discussion board, which is a great place to get feedback from fellow merchants on how to get the most of your shopify experience if you want to develop apps and themes for shopify stores, build shopify stores for merchants, or refer new merchants to shopify, then the shopify partner program offers many resources to help you get started. to learn more about the events and resources that are available, see shopify partners for a full list of resources, see additional shopify resources and events if you need help setting up your store, then you can hire a shopify expert additional shopify resources and events;;
the experts marketplace lets you hire shopify experts to help build your business. experts are trusted, third-party agencies and freelancers who offer services for shopify merchants, including the following paying experts for their work through the experts marketplace;;
no matter where you live, shopify's cross-border tools help merchants like you reach shoppers anywhere. selling cross-border helps you reach shoppers anywhere in the world by creating localized shopping experiences for your store visitors. selling in multiple markets can be an effective solution to drive additional revenue for your business and create brand awareness on a global scale one of the most important steps in selling cross-border is to identify potential target markets. you can do this by looking at the size of a potential market, the ease of doing business in that market, and the potential return on investment. localizing the customer experience is key to driving traffic, and ultimately conversions. by providing customers the option to shop in their local language and currency, you build trust that can lead to higher sales. check with your shipping providers to find out which countries they ship to and which markets restrict or prohibit your products. this way you can adjust shipping zones accordingly more information is available in our global ecommerce playbook.;;
you can install shopify apps to help you build your business, integrate with external services, and add features to your shopify admin. you can find apps on the shopify app store most shopify apps are built by third-party developers, not by shopify. if you need help with an app or sales channel that was built by a third-party developer, then contact the developer directly you can also use custom apps to add features to your shopify admin, access your store's data directly using shopify's apis, or extend your online store to other platforms using custom storefronts.;;
you can use shopify's analytics and reports to learn about your sales and customers in great detail. the types of analytics and reports that you can view depend on your store's shopify subscription plan you can also set up third-party analytics services, such as google analytics, to gain further insights and improve your business;;
shopify ping is a free messaging app that lets you manage all of your customer and team conversations from one place. shopify ping is available on desktops at url, and can also be downloaded on ios, ipad, and android mobile devices customers on your online store can send messages to your store using messaging channels like shopify chat, which is included with shopify ping, facebook messenger, and apple business chat. you can read and respond to these messages from your desktop and mobile device when you set up shopify ping, shopify chat is automatically installed as well. shopify chat lets customers reach you while they shop. they can also send messages to your store using other popular messaging channels like facebook messenger and apple business chat. shopify ping lets you view and respond to these messages from your desktop or mobile device you can also use shopify ping to send text or images to your team members who have staff logins in your shopify store when you set up shopify ping, shopify chat is automatically connected to shopify ping setting up apple business chat with shopify ping customer conversations in shopify ping team conversations in shopify ping setting up shopify chat for shopify ping;;
after you launch your store, it's important to increase traffic and convert visitors into customers. whether you are selling online or in person, developing a marketing plan can help you to choose marketing tactics that are right for your store there are many tools to help you with marketing your shopify store. you can see marketing recommendations and create marketing activities and automations directly from the marketing page in shopify. if you're selling your products in an online store, then you might want to try improving seo to help customers find your online store in search engines, sharing your products on social media, or automating some of your marketing tasks by using kit. you can also set up discount codes for customers to use in your online store or retail location you can also run promotions such as seasonal sales and flash sales to increase traffic and sales in your store shopify support can't help you set up third-party services, like social media accounts or advertising. instead, contact the help center for the service that you are trying to use improving search engine optimization seo setting up marketing in shopify analyzing the success of your online marketing campaigns;;
offering discounts can be a powerful marketing strategy for your shopify store. to offer discounts, you can create discount codes, set up automatic discounts, or set sale prices for individual products you can create codes for a dollar value discount, a percentage discount, or a free shipping discount. customers can enter discount codes online at checkout, or in person if you're using shopify pos you can update and manage existing discounts from the discounts page in shopify. before you update a discount, check if another staff might also be making changes to the same discount setting sale prices for products automatically apply discounts to abandoned checkout recovery emails;;
understanding how orders work in shopify is an important part of running your business. after a customer places an order using any of your active sales channels , it appears in the orders area of shopify. you can also create orders manually in your shopify admin to record orders that you've made outside of shopify or to send your customers send invoices you manage all of your store's orders from the orders page of shopify want to save time and money on order fulfillment? you can use shopify shipping to buy and print usps shipping labels from your shopify admin.;;
interacting with your customers is an important part of running your business. every time a new customer places an order with your store, their name and other details are added to your customer list. you can review all your customers and manage your customer information from the customers area of your shopify admin and the shopify app if your customers create an account with your store, then they can add their address information to their account so that it autofills during checkout. they can also view their order history with your store, and see the current order status for any purchases they make. for more information, see customer accounts.;;
you manage all your store's shipping settings on the shipping and delivery understanding the best ways to ship your products to your customers is an important part of running your business. before you take your first order, you need to decide what shipping methods you want to use, and then set up your store's shipping so that your customers can choose a delivery method at checkout if your business sells physical goods, then there are different methods to get your products to your customers. these methods depend on what is applicable for your business and what kind of physical goods you sell the three main methods are shipping, local delivery, and local pickup. your business can use any of these methods to deliver your products for example, if you manage a restaurant, then you likely need only local delivery or local pickup delivery methods enabled. if you're a print-on-demand business with no inventory on hand, then you likely need only shipping rates enabled with no local methods. if you're an artist with no storefront, then you can enable shipping and local delivery methods if you want to ship most of your products, and offer to deliver your art to local buyers yourself want to save time and money on shipping? you can use shopify shipping to buy and print shipping labels from your shopify admin setting up and managing your shipping and delivery using fulfillment and dropshipping services;;
you can set up multiple locations in your shopify store so that you can track inventory and fulfill orders at your locations. your locations can be retail stores, warehouses, popups, dropshippers, or any other place where you manage or stock inventory. with multiple locations, you have better visibility into your inventory across your business a location is a physical place or an app where you do any or all of the following activities sell products, ship or fulfill orders, and stock inventory to make sure your inventory quantities are always accurate, online orders and in-person sales are assigned to locations. if some of your inventory is out of stock at one location, but it's in stock at another location, then shopify will split the order so that it can be fulfilled from multiple locations the maximum number of locations that you can have depends on your plan locations that you deactivate don't count toward your location limit apps that stock inventory or fulfill orders for you are considered to be locations but don't count towards those limits. when you add such an app to your store, or when you first enable locations, the app is automatically added as a location assigning inventory to locations order management with locations;;
understanding the payment process is an important step toward getting paid by your customers. when a customer checks out, they can choose to pay for their order using any of the methods that you've enabled in the payment providers area of your shopify admin. you can enable a variety of payment methods using shopify there are a few different things to consider when you're choosing which payment methods to offer. if you want to let your customers pay using a credit card, then you can use shopify payments or a third-party provider there are also several ways for customers to pay online without using a credit card, like paypal, amazon pay, and apple pay. you might also want to accept alternative methods of payment like cryptocurrency if you use shopify payments, then you can enable shop pay to allow customers to save their shipping and payment information to help them check out faster. some other payment providers, like paypal, amazon pay, apple pay, and google pay, also offer accelerated checkout buttons that you can enable on your shopify store when choosing a payment provider, consider the countries where your business is located and where your customers live. shopify's list of payment gateways by country can help you find out which payment gateway are available in your country and what currency they support if you sell subscription products, then you need to use shopify payments as your primary payment gateway. to learn more about subscriptions, refer to subscriptions you manage all your store's payment methods in the payment providers area of shopify to see more videos, visit our youtube channel.;;
the concept of analytics seems simple how many times did a certain action take place? in reality, there are many factors, such as how different browsers define each action, the customer's privacy settings, and even the customer's internet connection, that can make reaching an accurate number difficult you sometimes see different results between shopify analytics and third-party tracking services such as google analytics there are many possible reasons for differences in tracking results some reports include a visitors column to show how many unique people are connected to a particular action or trait. the total given is an approximation some reports, such as sessions over time, can have a customer counted as a visitor for multiple rows. for example, a customer might reach your store through social media, and then visit it directly a few days later. this results in both the direct and social rows showing a value of 1. because both visitor numbers came from a single person, the total visitors value is also shown as 1 instead of adding them together for 2. in contrast, the sessions column shows that the website was visited twice other reports do add up the visitors so that an approximated total can be shown in the report. when the totals of these reports are used in other reports, the resulting total can be higher or lower than the addition of the individual rows.;;
if the questions you have about your store's performance can't be answered with the data available in shopify's analytics, then you can use google analytics. google analytics lets you track visitors, sessions, and other customer behavior on your store setting up google analytics goals and funnels excluding referrer domains from google analytics tracking;;
if you have multiple locations, then only the products stocked at your shopify pos device's assigned location are available for sale in the products view. the assigned location's inventory count is updated whenever a product is sold or restocked on shopify pos you can change the location that is set on your shopify pos device to view a product's details, tap the information icon the product details include the following information to see all of the product details, you might need to scroll down to see a larger view of the product image, you can tap on the image when the image is expanded, you can swipe to see all variants of the product you can search for orders that were made at different locations from the orders screen of shopify pos on the orders screen, tap the search icon in the search field, enter either the order id or customer name. orders that match your search appear beneath the search field to show orders for a different location, tap the location and select a different one tap an order to open it, or tap cancel to return to the orders screen if you want to limit your staff with pos pins from searching for orders that were made at different locations then you can set limited staff permissions you can refund orders from the orders screen of shopify pos. when you refund an order, you can make sure that your inventory levels are correct by restocking returned products. restocked products are assigned to the inventory of the shopify pos app's assigned location if you want to limit your staff with pos pins from accessing your locations settings and viewing orders made at other locations, then you can set limited staff permissions.;;
if you enable locations, then you can fulfill your orders based on the location of your inventory. your orders are organized to show where your inventory is located, and where you need to fulfill from if a customer has placed and paid for an order of multiple products, and one or more of the products are stocked at different locations, then you can fulfill parts of the order separately based on the location of your inventory from your shopify admin, go to orders click the order number of an unfulfilled order if the order can be fulfilled using the stock at a single location, then the unfulfilled section will show all of the items in the order listed together if the order can't be fulfilled using the stock at a single location, then the unfulfilled section will show the available items listed by location if you're using shopify shipping for stores based in the united states or canada to buy a shipping label for your order, then select create shipping label in the unfulfilled card that you're fulfilling your items from if you're using a carrier other than shopify shipping, then select mark as fulfilled, and enter the tracking number from your shipping provider. the tracking url will appear in the customer's shipping confirmation and shipping update emails if you want to send a notification email to the customer right away, then select send shipment details to your customer now. this option appears only if you have an email address for the customer click fulfill items to mark the order as fulfilled. if you're using shopify shipping, then select a shipping service, and click buy shipping label. the order screen updates to display the order's fulfillment status from the shopify app, tap orders tap an order that has a fulfillment status of unfulfilled if the order can be fulfilled using the stock at a single location, then items are displayed in a single unfulfilled section if the order can't be fulfilled using the stock from a single location, then the unfulfilled section will display the items by location if you're using shopify shipping for stores based in the united states or canada to buy a shipping label for your order, then tap create shipping label in the unfulfilled section. if the order is being fulfilled from multiple locations, then you must tap create shipping label for each location shopify might recognize the tracking number format and choose a shipping carrier for you. if it doesn't, or if it chooses incorrectly, then select your shipping carrier from the shipping carrier drop-down menu if you're using a carrier other than shopify shipping, then tap mark as fulfilled in the unfulfilled section. if the order is being fulfilled from multiple locations, then you must tap mark as fulfilled for each location enter a tracking number, or tap the barcode icon to scan a shipping label barcode with your iphone. optional uncheck send notification to customer tap fulfill items to mark the order as fulfilled. if you're using shopify shipping, then select a shipping service, and tap buy shipping label enter a tracking number, or tap the barcode icon to scan a shipping label barcode with your android device. you can change the fulfillment location, if you would like to fulfill an order from a location that is different than the one assigned. locations allows you to select a location that you would prefer to fulfill from in the order details if an item is stocked at only one of your locations, then you can't change the fulfillment location for an order in the unfulfilled section of the order, click the location choose the location you would like to fulfill from in the unfulfilled section, tap..., and then tap change location select the location you want to fulfill from refunding an order results in the payment being sent back to the customer. when you refund an order, you have the option to restock the items and to send a notification email to the customer. locations allows you to select the location that you wish to restock the item at in the payment section, click refund in refund payments, enter the quantities of the items in the order select the location where you wish to restock the item if you've shipped the items but your customer hasn't returned them yet, then uncheck restock items. this checkbox is visible only if you're tracking inventory for the items included in the order if you don't want to send an email to your customer when you issue the refund, then uncheck send a notification to the customer click refund to refund the customer's order tap the order that you want to refund from the order details screen, tap the... button use the button beside each line item to enter the quantity that was sold if you want to restock the returned items, enable the restock option. retocked items are added to the inventory of the location they were fulfilled from optional enable the refund shipping option to include the cost of shipping in the refund the number in the total field should now be the same as the number in the total available to refund field optional enter a reason for the refund optional enable the notify customer via email option to send a confirmation email to the customer about the refund from the order details screen, tap the button if you're sure that you want to refund the order, then tap refund to confirm in this example, a store has four locations and receives online orders for various items. the orders are assigned to locations based on the fulfillment priority and the following rules assume the following inventory is available at the locations the location priority is 1 - new york, 2 - los angeles, and 3 - chicago. pittsburgh does not fulfill online orders an order is assigned to locations as follows;;
amazon pay is available to merchants located in specific countries and selling in usd, gbp, jpy, and eur. for a list of supported countries, refer to amazon pay supported countries amazon pay is a fast, easy, and trusted way for your customers to make purchases on your online store by using payment and shipping information stored in their amazon accounts. you keep full control of the customer relationship, and your product-level data is never captured or shared with amazon. learn more about secure checkouts from amazon pay you're charged transaction fees each time a customer makes a purchase using this payment method, unless you also activate shopify payments to be eligible for amazon pay, your shopify business must be based in one of the following countries amazon pay supports only usd, gbp, jpy, and eur. amazon pay appears in the payments section of your shopify admin only if you are using a supported currency. learn more about supported currencies for amazon pay from amazon pay help in the amazon pay section, click activate amazon pay follow the instructions on the amazon pay website to create your account if your shopify store uses a custom primary domain, then add the homepage url of your online store to your amazon pay integration settings after you agree to provide your shopify store with access to your amazon payments merchant account, then amazon pay appears as an active payment provider on the payments page in your shopify admin if amazon pay is not displaying properly on your online store, it is likely because you have made htmlcss customizations to the checkout that are not supported by amazon pay. contact shopify support for more information after you activate amazon pay, eligible customers can select amazon pay during checkout. the payment process is embedded into the checkout page by default so that your customers can complete their orders without having to leave your online store if your store's theme displays buttons for your active payment providers, then the amazon pay button appears on your store's cart page instead of its checkout page customers who select amazon pay can access the shipping address and payment information stored in their amazon account to complete their purchase with an accelerated checkout. their billing address remains private, and is not shared with shopify. learn more about accelerated checkouts.;;
when you use multiple locations, you can update the inventory quantities from the inventory page or the product page. if you need to update the inventory quantities for a large number of products across locations, then you can use a csv file.;;
google tag manager is available only to stores on the shopify plus plan to use google tag manager with your shopify plus online store, you do the following to verify that you installed google tag manager properly, you can use;;
only stores using shopify payments can use this feature. for a list of supported countries, refer to shopify payments requirements google pay lets customers pay easily and securely through your online store using an accelerated checkout process. when a customer pays for their order by using google pay, they don't need to manually enter their credit card information or shipping address. the customer taps the google pay button and google pay provides that information to the payment provider. learn more about accelerated checkouts you don't pay any extra fees for accepting google pay. you continue to pay the normal processing fees associated with your payment provider if you need help with setting up google pay, then you can hire a shopify expert to enable the google pay button for your online store, you need to be using shopify payments to see the google pay button, your customers need to be using one of the following supported browsers on desktop or mobile to activate google pay, complete the following steps in the section for your credit card payment provider, click manage select google pay in the accelerated checkouts section your customers can now use google pay to check out on your store when a customer visits your online store using a supported browser, they see a button with the google pay logo if your customer has the google pay app installed, then they can tap the button to make a purchase with google pay. after they tap the button, they'll see their billing and shipping information. the customer then has to authenticate to conclude the purchase google pay is only available to merchants on shopify payments if google pay is not applying discounts, then check that a valid address was selected in the google pay window. for products that don't require a shipping address, such as digital products, google won't apply the discount.;;
you can export an inventory csv file that contains your inventory quantities at your locations. you can use that exported csv file as a template to update the inventory quantities. then, you can import the csv file to update shopify with the inventory quantities for each product in each location don't use the product csv file to export or import inventory quantities. you must use the inventory csv file to see more videos, visit our youtube channel you can export an inventory csv file either to create a template that contains your uniquely identified products or product variants for the specified locations, or to export the inventory quantities for use in other systems or processes you can specify whether you want to export the data for all of your locations or just for one specific location depending on the size of the export, the file will either be downloaded in your browser or emailed to you after you've exported the csv file to get a template, you need to update the inventory quantities in the file the csv file has several columns to help you identify your product, as described in inventory csv file format. when you're converting your store to use multiple locations, edit only the location columns open your exported csv file in a spreadsheet program if your csv file contains location columns that you don't want to update the inventory for, then delete the entire columns for those locations, including their headings update the quantities in the remaining location columns. the numbers that you enter in each row can be positive, negative, or 0. you can also enter not stocked to indicate that the product is never stocked at the location before you import inventory, make sure that your csv file is in the correct file format if you don't want to update quantities for a location, then make sure that the column for the location, including the column heading, was removed from the csv file don't use the product csv file to import inventory quantities. the import procedure updates overwrites inventory quantities only. it doesn't create locations or update the product identification values importing inventory quantities overwrites your inventory data, so you should import your inventory only when other inventory adjustments, such as ongoing sales or manual changes, aren't taking place the inventory csv file contains information that uniquely identifies a product or product variant and the inventory quantities at the specified locations. it's similar to other csv files that you use with shopify, but has different columns the inventory csv file has the following columns - the amount of inventory in the location specified by the column name the column heading is case sensitive and must be the name of one of your locations. include a column for each location where you want to update inventory. remove any other location columns and headings the number can be positive, negative, or 0. to uniquely identify a variant, specify values for the handle, option1 value, option2 value, and option3 value columns your inventory csv file must be in the correct format and needs to have a.csv file extension.;;
you can update the inventory quantities on the products page when you update inventory quantities, make sure that shopify is selected in the inventory managed by list so that you can track and change the inventory quantities the way that you update the quantity for a single product depends on whether the product has variants by using the bulk editor, you can change inventory quantities for multiple product variants and locations. the bulk editor is a page that shows rows and columns of data, similar to a spreadsheet select a product with variants that you want to edit the inventory quantities for in the variants section, click edit variants open bulk editor change the values in the rows and columns by clicking in a cell;;
you can edit your theme code to make detailed changes to your online store. most of the files that make up a theme contain liquid, shopify's templating language. theme files also contain html, css, and javascript. edit the code for a theme only if you know html and css, and have a basic understanding of liquid if you want to add custom features or code but don't have experience developing websites with html, css, and javascript, then consider hiring a shopify expert before you customize your theme, it's a good idea to do the following tasks you can edit the code for your theme the code editor shows a directory of theme files on the left, and a space to view and edit the files on the right you can expand the code editor to fill the screen by clicking the expand icon you can return the page to normal by clicking the collapse icon when you click a file in the directory on the left, it opens in the code editor. you can open and edit multiple files at once. any files that you modify will show a dot next to the file name this can help you to keep track of where you have made changes if you want to revert any changes to a file after you click save, then open the file and click older versions. a drop-down menu shows the date and time for each save that you've made. select the version that you want to revert to, and then click save while the code editor is expanded to fullscreen, you can toggle the editor color scheme between light and dark by clicking the buttons at the bottom of the page to learn about the benefits of using the dark editor, see the power of the dark side dark user interfaces on the shopify partners blog you can follow theme code customization tutorials to guide you in making changes to your online store. the tutorials are organized based on the type of page or feature that they modify if you need help with making changes to your theme, then you can contact your theme's developer for support to see what other resources are available to help you with theme customizations, see additional resources for theme support.;;
when you customize your theme, it's a good idea to make design and content choices that help to keep your online store accessible. an accessible website is designed so that it can be used by everyone, including people with disabilities. accessibility for your online store is essential to providing an inclusive experience for your customers the guidelines below were created with the web content accessibility guidelines wcag in mind. since there are many factors to consider when creating an accessible website, only following guidelines below doesn't guarantee that your online store is fully accessible. you can learn more about web accessibility by visiting the wcag website, or by seeing the resources listed below it's important that the text on your online store is readable for customers who are visually impaired or who have difficulty reading dense blocks of text to see more videos, visit our youtube channel when you edit the colors for your online store, make sure that all of your text is accessible to customers who are colorblind or otherwise visually impaired. these customers rely on adequate color contrast to visually differentiate one thing from another. you can use an online contrast ratio tool to check the contrast of the different parts of your store in the example below, the text has a contrast ratio of 2.41 against its background, and is difficult to read for some customers in the next example, the text has a contrast ratio of 4.81, and is easier to read for many customers test the contrast of all text, including body text, headings, links, and form fields. in some themes, you can place a color overlay between text and an image to improve the contrast and readability of the text when you add headings to your page with the rich text editor, it is important to keep them in sequential order 1 - 6. headings are used by assistive technologies to communicate how page content is organized. skipping over levels, such as a heading level 2 followed by a heading level 4, can be confusing to users. when you edit your theme's typography settings, make sure that your text is large enough for customers to comfortably read text should also have consistent spacing between words and letters to make it easy to read. in the example below, the text alignment is justified, which creates inconsistent spacing between words in the next example, the text alignment is left-aligned, which creates consistent spacing between words when customizing the size and alignment of text, use the following guidelines different font families can appear comparatively small or large, even if they have the same font size. if the font you're using appears smaller than other fonts do at 16 px, then use a larger size when you add links to your text, make sure that they can be identified by all of your customers. because some customers have trouble seeing color, you can't rely on a change in color alone to differentiate a link from regular text. text should be underlined so that it doesn't rely on the change in color to communicate that the text is a link if you edit your theme's stylesheet, then make sure that you don't remove text link styles. when you add images to your online store, it's important to make them accessible to customers who are blind or have low vision. you can do this by adding alternative text that accurately describes each image. customers who use screen readers rely on alt text to communicate the content of images on your online store you can add alt text to your product images from the shopify admin. you can add alt text to the other images in your theme from the theme editor when you add alt text to an image, a good practice is to pretend that you're describing the image to someone who has their eyes closed. help them to create an image in their mind. the way that you describe an image also depends on the context of your web page. for example, you might describe an image differently if your business is a travel agency than if your business is an outdoor equipment store. for a travel agency, you might refer to the country and region in which the two friends are traveling, and to the name of the ocean or sea that they're looking at. on the other hand, for an outdoor equipment store, you might focus on the brands and features of the two friends' backpacks if your business is a travel agency, then an example of poor alt text might be, two people in front of the ocean. for the same agency, an example of good alt text might be, two friends traveling in lagos, portugal, looking out at the sandy cove of praia do camilo on a sunny day. when you add videos to your online store, make sure that you consider the needs of customers with low vision, customers who are deaf or hard of hearing, or customers who might be susceptible to vestibular disorders some of these customers rely on the text to speech capability of screen readers, which read aloud the contents of a web page. additional audio from videos and music, especially when it's unexpected, can make this experience difficult. for customers who are deaf or hard of hearing, it's a good idea to add closed captioning to your videos so that those customers can access the content customers with vestibular disorders can experience dizziness with moving content. because of this, it's important that slideshows and videos don't play automatically when you add a slideshow to your online store, use the following guidelines when you add a video to your online store, use the following guidelines these guidelines also apply to videos that are in a slideshow customers with vision or motor impairment might use a keyboard to navigate and complete tasks online. these customers rely on a visual indicator to communicate where their keyboard's focus is on a web page. in the example below, the email field has a visual focus indicator if you edit your theme's stylesheet, then make sure that you don't remove the keyboard focus style from any page elements. to learn more about web accessibility for the topics discussed in this article, see the following resources.;;
before you customize your theme, make sure that you understand what level of support is available. if you're making basic customizations, then you can get support from your theme's developer. if you're making extensive changes to your theme, then see our list of additional resources for theme support to learn about customizations that shopify doesn't support, see our design policy if you need help customizing your theme, then you can hire a shopify expert the support that you can receive depends on who made your theme if you're using a free theme from shopify, then our support team might be able to help you with supported tutorials and other small changes. although shopify can help you with many customizations, some kinds of customizations aren't supported if you're on the basic shopify plan or higher, then you can receive 60 minutes of complimentary design support. after you contact our support team and outline your request, you can expect to receive a status update within 2-4 business days our team tracks the time that they spend on each theme modification request that you make. if you use the entire 60 minutes of complimentary support, then you can hire a shopify expert for further help. you can check out other support options in additional resources for theme support if you're not using a free theme from shopify, then your theme was made by a third-party theme developer. to find support, you can view the support documentation for your theme, or contact the theme developer third-party theme developers don't provide customizations. if you need help customizing a paid theme, then you can hire a shopify expert click view documentation or get support although shopify support is able to support a wide range of basic customizations, keep in mind that shopify can't help with the following tasks this is not an exhaustive list of unsupported customizations. shopify support assesses customization eligibility on a case-by-case basis a theme's layout, browsing experience, and purchasing actions need to support the following browsers and releases a release refers to the latest major version of a browser. for example, the latest two releases of safari might be 10.x.x and 11.x.x themes must support browsing and purchasing actions when rendered in webviews for the following applications while shopify doesn't support extensive or advanced theme customizations, there are several other support resources available the shopify design forum provides guidance on how to edit html, css, or liquid to customize your online store. if you need help editing theme files, then try posting your question in the shopify design forum. you can also search through the postings to see what other shopify merchants are doing with their themes you can ask for guidance and feedback on colors, fonts, and other design decisions for your store from the feedback on my store forum if you need help with an app that was developed by shopify, then contact shopify support for assistance if you need help with a third-party app, then find the app on the shopify app store and click get support to contact the app developer if you need help formatting your content with the rich text editor, then try installing an app to edit the pages in your store a fast online store can can improve the shopping experience for your customers, make your store more discoverable, and increase conversion. you can learn how your store performs against industry standards and other shopify stores like yours by viewing your online store speed report. if you need help with your online store speed, refer to improving your online store speed if you want help adding functionality to your theme, such as a sidebar, image zooming, an extra slideshow, or infinite scroll, consider trying a different theme instead. if your theme doesn't have the functionality you want, search the theme store to find a theme that better suits your needs shopify experts are experienced industry professionals who have extensive knowledge about creating, updating, and perfecting shopify themes to hire a designer or developer to customize your theme, visit the shopify experts marketplace.;;
you can customize your online store by changing the default text in your theme. for example, you can change cart to shopping bag, or sold out to unavailable some themes also offer more than one language option. these themes include translations of all of the text content in your online store, such as contact information and cart and checkout information. for themes that include multiple languages, you can simply change the theme language. if your theme doesn't have the language that you want, then you can create the translations yourself;;
learn about how you can manage the themes that you add to your shopify admin. you can change which theme is live on your online store, make a backup copy of a theme that you want to customize, download a theme for future use, remove an unused theme, and update an older theme to the current version.;;
to help you get started, the themes page of your admin has a default theme set up when you open an account with shopify. if you want to customize a different theme for your online store, then you need to add one to your admin you can add a theme in a few ways when you buy a theme from the shopify theme store, that theme is licensed only to the store that you originally buy it for. if you want to transfer a theme license to another store, then you need to contact shopify support unlicensed themes aren't eligible for support or updates when new features are released. to learn more about licensing, see shopify's terms of service you can add multiple themes to your account to try out any new themes, keep seasonal versions of your published theme, or test changes to a copy of your published theme. you can preview any of these themes, but only one theme can be published at any time. when you switch to a new theme, you can still access your old theme on the themes page in shopify the number of themes that you can add depends on your plan. you can add up to 20 themes on your shopify account. for theme limits on shopify plus, see shopify plus. if you reach your plan's theme limit, then you need to remove a theme before you can add a new one after you add a theme, you can create a link so that you can share a preview of your theme with others. this can be helpful if you are looking for feedback before you publish a new theme or launch your online store if you have a theme in a.zip file on your computer, you can upload it to the themes page in the admin before you upload, make sure that your theme files are compressed into a single.zip file to see more videos, visit our youtube channel free themes are developed by shopify. help with customizations for free themes is supported by shopify paid themes are developed by third-party designers. general support and updates for third-party themes is provided by the theme designer. if you need advanced customizations, but don't have experience developing websites with html, css, and javascript, then consider hiring a shopify expert if your store is based in the united states and you have sufficient funds in your shopify payments account balance, then shopify balance is selected as your default payment method for theme purchases you can try a paid theme to see how it looks with your products, brand colors, and style, before making the commitment to buy the theme. while you preview a theme, you can make customizations by using the theme editor. any changes you make will be saved when you purchase the theme. you can preview up to 19 paid themes, which allows you to compare different themes before buying. to get support for a paid theme, contact the theme developer even if you choose not to buy it, the paid theme will be added to the themes page of your admin. paid themes that you are trying will have a theme trial label when you add new themes to your store, they appear in the theme library section of the themes page in shopify. you can switch to a new theme by publishing it to your online store. when you publish a new theme, your old theme is still available in the theme library and you can switch back to it if you want if you update your theme manually, then the updated version of your theme appears as a separate version in the theme library. when you switch to the updated version, the old version of your theme is still available in the theme library. to learn more, refer to updating themes when you add a theme to your theme library, you can customize it before you publish it. this is a good opportunity to review the new theme, and adjust the settings and content to reflect your business, before you replace your existing theme. you can also switch between multiple themes that you've prepared without needing to set them up again your store's products, collections, navigation menus, pages, blog posts aren't changed or deleted when you switch to a new theme, because they're managed in the admin, separate from the theme. however, the content and settings that are managed using the theme editor, theme code editor, and language editor are unique to each theme and theme version that you upload the following parts of your online store are associated with the theme. you must customize these parts of your online store for each theme you want to use not all themes support all shopify features. you should review the theme's feature list to make sure that it has the features you need if you are about to launch your online store or planning to change its look and feel by publishing a new theme, then you can seek feedback from others by sharing a preview of your theme. you can create a link that others can use to access a preview of any theme that you've added in your shopify admin. the theme doesn't have to be published to be shared a preview link enables others to explore your online store, but prevents them from accessing the checkout. after you create a preview link, it remains active for 14 days. you can create new links as often as you like, and creating a new link won't affect old preview links.;;
find the right theme for your business in the shopify theme store. the theme store offers a wide variety of themes that you can add to your online store. it includes free themes that are developed by shopify and paid themes that are developed by third-party designers. before you buy a paid theme, make sure that you understand what kind of support is available you can use the shopify theme store's search and filtering options to find the right theme for your online store you can find themes with the features that you're looking for by using the top bar search field on the shopify theme store for example, if you search for faq page, then you will see a search results page with all the themes that include an faq page to find themes that include specific features, click search at the top of the page examples of search terms that you can use include the following to refine your search results, use the filters on the sidebar menu when you're browsing themes in the shopify theme store, you can use the drop-down menus at the top of the page to browse themes by collection or industry you can sort by collection to see themes with a particular style, layout, or purpose. you can sort by industry to see themes that have been designed primarily for a particular industry. however, no theme is restricted to any industry. for example, a technology store could use a theme that is listed under art and photography at the top of the page, click collections or industries, and then select a category you can learn about adding, previewing, and buying themes for your online store in adding, previewing, and buying themes.;;
you can use many different kinds of images on your online store, including your company logo, product images, slideshows, banners, and blog posts images. depending on how and where you want to use an image, it might be best to upload it in a certain size or format there are two different places where you can upload images for your online store you can upload images on the files page of your shopify admin. this is useful because you can access these images while editing any of your themes. to learn more, see uploading files to your website you can add images to your theme in the theme editor from the theme editor toolbar, click the section that you want to add an image to. choose a section that includes an image picker add an image by clicking select image. to upload an image from your computer, click upload. to use a free stock image from burst, click free images click an image to see a preview of the image in your theme. after you find an image that you want to use, click select shopify supports the following image formats shopify serves images in webp format on supported browsers except for converting unsupported formats to supported formats, shopify doesn't modify your images on upload. if you upload an image that is not a supported format, then shopify converts it to either jpeg or png. most image formats are converted to jpeg jpeg images are ideal for photography and other still images with complex colors. the jpeg format has a palette with millions of colors. jpeg also has lossy compression, which can help to keep page loading times fast without a noticeable loss in image quality use the jpeg format for the following kinds of images png images are ideal for graphics and icons with flat colors and without gradients. the png format is also able to support transparency use the png format for the following kinds of images to keep load times fast, shopify compresses images when they're displayed on your online store. compressing an image means reducing its file size to allow for faster page loading. with compression, more images can be stored in a given amount of disk or memory space. additionally, the time required to access the images is greatly reduced. compression might result in a change in image quality, depending on your image's format, size, and original quality shopify's image quality levels after compression are as follows for jpeg images, the quality level of a compressed image depends on the quality of the original jpeg image as well as the output size image uploads to shopify have restrictions in terms of both megapixels and file size measured in megabytes. megapixels are used to indicate how many millions of pixels make up an image. megabytes are used to indicate how many millions of bytes of memory or disk space an image takes up images uploaded to shopify can't exceed either of the following limits there are different image and file size limits for uploading product images when you view an image on your online store, the colors in the image might look different from those in the original that you uploaded to shopify. this can occur when an image has a color profile, which is a set of data stored in a file with a.icc or.icm extension. color profiles are often embedded into images to help standardize the way that the colors appear on different devices. when images are displayed on your online store, their color profiles are removed color profiles are removed for a few reasons you can remove the color profile from your image by saving it without the color profile before you upload it to shopify. this process varies depending on your image editing program to remove a color profile using adobe illustrator or adobe photoshop select don't color manage this document for rgb profile and cmyk profile, select discard use current working space for more detailed information, you can view the adobe documentation on color profiles many shopify themes feature large images or slideshows that scale to the height of your browser boundless and brooklyn or adapt to your screen size venture if you use one of these themes or have a large slideshow or background image, then it's important to understand what types of images will look best because large images can't fit on all devices, shopify sometimes displays only part of the image depending on the device you're using. if your image slideshow contains a lot of large images, then you might find that parts of the images aren't visible to make sure that your images work well with your theme, here are some things to keep in mind some themes have an image position setting that you can use to specify which part of an image is the focal point. if your theme doesn't have such a setting, then make sure that the focal point of each image is in the center. when your images are cropped on some screens, the focal point is visible, while areas around it are hidden images that you use for slideshows or backgrounds shouldn't have text in them. if the text is a part of the image itself, then it might get moved around, cropped, or adjusted based on your theme. use the theme editor to add text and links to your slideshows for images that you use in slideshows or as backgrounds, choose simple images so that any overlying text is easy to read wide images might be cropped on the left and right when the device used to view them has a tall screen like a mobile phone or tablet tall images might be cropped on the top and bottom when the device used to view them has a wide screen like a laptop or desktop;;
after you choose a theme that defines the basic look and feel of your online store, you can customize the theme to suit your unique brand. you can customize your theme content and settings from your shopify admin by using the theme editor. the theme editor includes a theme preview and a sidebar or edit menu that you can use to add and remove content, and to make changes to your settings. to learn about which sections and settings are available for your theme, see your theme's documentation if your theme doesn't include settings for the changes that you want to make and you are comfortable with html, css, and liquid, then you can edit your theme code to see more videos, visit our youtube channel if you need help customizing your theme, then you can hire a shopify expert showing dynamic checkout buttons on your online store adding a recommended products section registering a google maps api key add a contact page to your store enable order notes on your cart page remove'powered by shopify' from your store changes to instagram feeds in themes;;
if you need to update inventory quantities at a location, then you can do so in several ways on the inventory page in the shopify admin, go to products inventory if you have multiple locations, then select a location from the drop down menu optional filter or search the list of products you can adjust the available quantity of a single variant or multiple variants by the same amount the new total is in the available column if a product is not listed for that location, then you're either not tracking inventory for that product, or the product isn't stocked at the location by using the bulk editor, you can change inventory quantities for multiple product variants and locations. the bulk editor is a page that shows rows and columns of data, similar to a spreadsheet select a product with variants that you want to edit the inventory quantities for in the variants section, click edit variants open bulk editor change the values in the rows and columns by clicking in a cell;;
google analytics' referral traffic report shows you which websites generate traffic to your store. for example, if a blog features your business and readers click a link to view your online store, then the blog is listed as a source of traffic to your store you might notice sources that you don't want included in the referral traffic report. for example, if a customer enters the checkout and then returns to your online store to continue shopping, then the checkout page might be listed as a source if you notice domains in your referral traffic report that you don't want included, then follow google's instructions to add those domains to your referral exclusion list to get the most out of your referral data, consider adding the following domains to your referral exclusion list;;
if you have a google analytics account, then you can define goals and funnels for your shopify website. if there is only one step to your goal then you don't need to define a funnel a google analytics goal can be any action that a visitor might complete during a session on your website. typically, you would define a goal according to your business objectives. for example, you could define a goal as a destination page that you want your customers to reach, such as an order status page on completing checkout. when your customers land on that page, it means they've bought something from you. another example would be the static order status page you've set up for a newsletter subscription every time a visitor to your website completes one of your goals, it's logged as a conversion in your google analytics account a google analytics funnel is a path of urls you expect your visitors to follow on their way to completing one of your goals. google analytics tracks the pages included in a funnel so that you can see how effectively your website is helping you with your business objectives. for example, a funnel can help you see how often visitors abandon the path to a goal, when they enter the path to a goal, or when they skip steps to learn more about google analytics goals and funnels, visit google support before you set up google analytics goals and funnels to learn how to set up goals and funnels, visit google support if you're creating a funnel to track your store's checkout flow, then base its steps and urls on the following example the urls you use for your funnel will differ depending on the product you're selling and the type of checkout your store uses when you finish editing your goal or funnel, you'll have to wait 24 hours before you see any data collected.;;
before you can start gathering data about your store, you need to have a google account, sign up for analytics tracking, and choose what data you want to track if you need help with setting up google analytics, then you can hire a shopify expert enabling google analytics more than once results in inaccurate data. if you're sure you've never enabled google analytics for your store before, then skip to step 2 get a google account. if you aren't sure whether you've enabled google analytics for your store before, then follow these steps from your shopify admin, go to online store preferences in the google analytics section, make sure that the box has only the text paste your code from google here, and is otherwise empty. if you see this, then continue to the next step. if you see a code beginning with ua- instead, then you have google analytics enabled already and can skip to step 4 turn on ecommerce tracking in the layout section, click url in the url file, look for any of the following google analytics tracking tags url, url, url, or url. if you see any of these tags in your url file, then you have google analytics enabled already and can skip to step 4 turn on ecommerce tracking if you don't see a tracking code in the google analytics section of your preferences page, and you don't have a google analytics tracking tag in your url file, then google analytics isn't enabled on your store. continue to step 2 get a google account you need a google account to use google analytics. if you already use google products, such as gmail or ads, then you can use the same account for google analytics if you don't already have an account for a google product, then create a google account. you don't have to use the gmail account for anything other than signing in and out of google analytics after you have a google account, you need to create an analytics account. after you create your account, continue to step 3 enable google analytics to enable google analytics, you must create a universal analytics property in google and add it to your shopify store in a web browser, sign in google analytics in the account column, select the correct account in the property column, click create property select create a universal analytics property only by default, google creates google analytics 4 properties, which are not compatible with shopify. make sure that you create a universal analytics property select the appropriate settings copy the universal analytics property to your clipboard by highlighting it and pressing ctrlc on pc or commandc on mac go to online store preferences in the google analytics section, paste your universal analytics property in the google analytics account field google analytics can't track visitors until you remove password protection from your online store after you enable google analytics on your store, continue to step 4 turn on ecommerce tracking you can implement google's ecommerce tracking at two different degrees of detail if you need more detailed tracking information, then you can turn on enhanced ecommerce tracking learn more about enhanced ecommerce from google analytics help if you want to further customize your google analytics setup, then you can add javascript code to the additional google analytics javascript section this section only accepts javascript related to analytics tracking. code added in this field can't make visual or functional changes to your checkout learn more about using javascript for google analytics.;;
your products are the goods, digital downloads, services, and gift cards that you sell. you add a product in shopify by entering product details and uploading product images. if your product has options, like size or color, then you can add a variant for each combination of options when you are adding or updating a product, you can make the product available to one or more of your sales channels you view, add, update, and organize all of your products and variants from the products page in the shopify admin if you want to find more products to sell, then you can consider buying products wholesale from handshake or dropshipping products from a third-party supplier importing and exporting products searching for products and filtering your product list selling services or digital products buying through handshake wholesale marketplace selling cbd on shopify us only temporarily changing your product line;;
you can use the secure shopify checkout to accept orders and take payments wherever you sell online. after a customer adds products to a cart, they use your checkout to enter their shipping information and payment details before placing the order you can use a third-party app that supports post-purchase offers to show a cross-sell or upsell offer to customers at checkout when a customer reaches the payment method page of the checkout, their cart is checked against your store's inventory levels. if the inventory is available, then it is held for the customer while they complete the payment. if the inventory has become unavailable, then an error message appears. if a payment fails, then the hold is released until the customer reaches the payment method page again you can view and change your checkout settings from the checkout settings page in your shopify admin. from the checkout settings page in your shopify admin, you can also manage how you want to collect customer email addresses for promotional marketing if you sell using the online store sales channel, then you can also change the appearance and layout of the checkout pages by editing your theme some sales channels, for example amazon, let eligible customers complete their purchases using other checkouts. when a customer uses a different checkout, the third-party sales policies apply rather than your shopify policies customizing the style of your checkout enabling or disabling customer accounts editing the checkout form options setting up tipping options for online orders set up order processing and archiving shopify scripts and the script editor;;
you can use shopify to sell your products on different online sales channels. sales channels represent the different platforms where you sell your products. by connecting each sales channel to shopify, you can keep track of your products, orders, and customers in one place after you add a sales channel, it will be listed under sales channels in shopify you can also sell in person using the shopify pos app, a credit card reader, and other retail hardware if you need help choosing or setting up sales channels, then you can hire a shopify expert shopify supports several online sales channels more online sales channels are available for shopify from third-party developers and can be added in the shopify app store. if you need help using a sales channel developed by a third party, then the best place to start is by contacting its creator's customer support you might need to change your store's settings before you can add a sales channel because of specific eligibility requirements if your store isn't eligible for a sales channel, then the channel appears as unavailable in your shopify admin. click you can't add this channel to see why your store isn't eligible make sure that you review the terms of use for new sales channels before you start using them. some sales channels require or prohibit certain information in your product listings, and some require you to ship your customers' orders within a specific number of days to see more videos, visit our youtube channel when you add a sales channel in shopify, all of your existing products are automatically available to the channel. if you don't want a product to sell on a particular channel, then you need to remove the channel from the product's availability. to learn more about product availability, see make products available on your sales channels each sales channel has a dashboard where you can see a detailed summary of the channel's recent sales and traffic. you can see how a particular sales channel is performing by selecting it from the drop-down menu on your shopify home.;;
shopify pos is a point-of-sale app that you can use to sell your products in person. you can use shopify pos to sell almost anywhere, including brick-and-mortar stores, markets, and pop-up shops shopify pos syncs with shopify to track your orders and inventory across your retail locations, online store, and other active sales channels. you can even view and manage your store's orders from the app whether you're setting up your first shopify store, expanding your online store to start selling in person, or transitioning from the shopify pos classic app, the following are resources to help you get started using shopify pos if you're just starting out with shopify as your ecommerce platform, then you can start with our checklist. the checklist guides you through the initial steps for setting up your store if you already have an online shopify store and you want to start selling in person, then you need to set up the shopify pos app, choose your hardware, and set up your payment methods if you're still using shopify pos classic to sell to your customers in person, then you can switch to shopify pos and sync your shopify pos settings to set up the app if you use an android device to run the pos app or accept payments with an integrated moneris card reader, then you can refer to the getting started with pos classic section refer to the getting started section for a complete guide to setting up the shopify pos app, including choosing the subscription that best meets your needs you can connect shopify with a range of retail hardware that helps you build your business, both in person and online. if you are a merchant with a store located in canada, the united states, the united kingdom, or ireland, then you can buy supported hardware directly from shopify to find out more about the best hardware to meet your store's needs, refer to the hardware section after you've set up your store and purchased your hardware, you're ready to start selling with shopify pos to find out more about how to manage your store's retail experience, refer to the selling in person section if you've been selling with shopify for a while, use an android device to run the pos app, or accept payments with an integrated moneris card reader, you may still be using our pos classic app if you're interested in switching to shopify pos to sell to your customers in person, then you can find out more about switching to shopify pos to find out more about using pos classic to sell in person, refer to the pos classic section;;
the online store sales channel is an online home for your business. your store needs to be on the basic shopify plan or higher for you to sell with an online store. if you're new to shopify, then learn how to get started you can use your shopify online store to create webpages, publish a blog, and sell your products. you need to be on the basic shopify plan or higher to sell with an online store your online store is flexible, so you can build your business with the following customizations to get started quickly, follow the online store setup guide if the online store features do not meet your business's needs, then you can use developer tools to build a custom storefront already have a website that you want to turn into an online store? use the buy button sales channel to create embed code to sell your products wherever you have an online presence;;
shopify has the following types of accounts to learn about staff and permissions, refer to staff if you want to close your store, then refer to pausing or closing your store. if you want to close your store during your free trial and you haven't selected a pricing plan, then no action is needed. your store will freeze at the end of your trial and you won't be charged;;
handshake marketplace is a wholesale marketplace that connects approved shopify merchants that sell wholesale with retailers. you can apply to sell on the handshake marketplace. if your application is approved, then you can install the handshake sales channel to your shopify admin, and list your business and wholesale products to the handshake marketplace retailers can discover your wholesale business and your products on the handshake marketplace. registered retailers can contact you for more information, and place an order from your business. after you receive an order on handshake, you can process the order in your shopify admin. currently, there are no commission fees for selling and buying on the handshake marketplace handshake is currently available only to businesses located in the united states with the handshake sales channel you can if you're a retailer located in the united states who wants to buy products wholesale through handshake, then refer to buying through handshake wholesale marketplace handshake supplier profile setup checklist setting up shipping rates with handshake pricing and managing your products on handshake marketing your wholesale business on handshake;;
the wholesale channel lets you expand your business into wholesale by creating a separate, password-protected storefront that's an extension of your online store. all your wholesale customers and orders are trackable under your current store's shopify admin the wholesale channel is available to shopify plus plans only. if you're not on plus, then you can learn how to sell wholesale your wholesale store is based on your online store, so you can offer your wholesale buyers referred to here as wholesale customers the same products that you offer your online store customers, but at different prices. you can also add wholesale-only products that are available in your wholesale store only your wholesale store has a different storefront and requires different log in credentials from your online store. customers cannot access your online store from your wholesale store in your wholesale store, a customer can see and order only products that are in price lists that they are assigned to. you can sell the same products in your wholesale store as in your online store by adding these products to a price list and assigning a customer to this list pages and products in your wholesale store are not indexed by search engines such as google or bing. as a result, they don't appear in online search results you can customize the prices that you offer your wholesale customers in the following ways after you invite a customer to activate a wholesale store account, they can log in and create purchase orders. these orders appear as draft orders in your shopify admin. when you receive a draft order, you can process it in the following ways when you use the wholesale channel, consider the following;;
you can add notes or update customers for existing orders order notes appear on an order's details screen, and they're useful for attaching additional information about an order. you might want to attach a note to an order for the following reasons with shopify pos, you can add a note to an order while it's still in the cart from the shopify pos app, tap the button and then tap orders tap an order to view its details screen and then tap add note enter your note and then tap save the note appears on the order details screen. you can edit the note by tapping edit beside order notes you can adjust the customer information on a pos order to change the customer on an order, you need to delete the current customer and then add the correct customer you can also edit information about the customer by tapping the customer's name tap an order to view its details screen;;
you can manually mark orders as fulfilled in your shopify admin, but this means that you'll need to change the order status for every purchase made in your retail store. if your customers take their purchases with them when they leave, then it's easier to automatically mark your orders as fulfilled from the shopify pos app you cannot mark orders as fulfilled in the shopify pos app. you can do it from your shopify admin the automatic fulfillment behavior of shopify pos depends on your fulfillment setting under some circumstances, you can override the fulfillment preferences and manually set the status of an order to fulfilled. you can't manually change the status of an order to unfulfilled after the order is placed. so if you want to record an order as unfulfilled, even though the item is in stock, you must switch off mark as fulfilled in your fulfillment preferences before you process the transaction if a completed shopify pos order is marked in your orders screen as unfulfilled, you can't mark it as fulfilled from the shopify pos app. you must log in to your shopify admin to fulfill the order you can mark an order as fulfilled while it's still in the cart from the home screen of the shopify pos app, tap more actions under cart, enable mark as fulfilled tap close and then continue with the order if you're shipping an order to a customer address, then the order will always be marked as unfulfilled, regardless of the fulfillment setting. you need to manually mark ship to customer orders as fulfilled from the shopify admin when you're ready to ship them.;;
fulfill your orders by packaging and shipping products without a fulfillment service if you set your orders to fulfill automatically, then the order is automatically marked as fulfilled after it's paid automatic fulfillment can be used if you exclusively sell digital downloads or digital gift cards. customers who purchase digital products are automatically emailed a download link and the order is marked as fulfilled if you set your orders to fulfill manually, then you need to open your orders and fulfill the line items you can fulfill part of an order manually by fulfilling some line items. this is also called partial fulfillment. to make the manual fulfillment process faster, you can fulfill multiple orders at the same time want to save time and money on order fulfillment? you can use shopify shipping to buy and print usps or canada post shipping labels from your shopify admin make sure that don't have automatically fulfill the order's line items selected in the order processing section of your checkout settings page. for more information, refer to set up order processing and archiving from your shopify admin, go to orders click the order number of an unfulfilled order optional if you're using multiple locations, and if you want to change the location that you're fulfilling the order from, then click the name of the location on the fulfillment card, and click change location. select the location that you want to use, and click save if you're using shopify shipping for stores based in the united states, canada, or australia to buy a shipping label for your order, then select create shipping label if you're using a carrier other than shopify shipping, then click mark as fulfilled, and enter the tracking number from your shipping provider. the tracking url is shown in the customer's shipping confirmation and shipping update emails shopify might recognize the tracking number format and choose a shipping carrier for you. if it doesn't, or if it chooses incorrectly, then select your shipping carrier from the shipping carrier drop-down menu if you want to send a notification email to the customer right away, then select send shipment details to your customer now click fulfill items to mark the order as fulfilled. if you're using shopify shipping, then select a shipping service, and click buy shipping label the order screen updates to display the order's fulfillment status from the shopify app, tap orders tap an order that has a fulfillment status of unfulfilled optional if you're using multiple locations, and if you want to change the location that you're fulfilling your order from, then tap... on the fulfillment card, and then tap change location. if you're using shopify shipping for stores based in the united states, canada, or australia to buy a shipping label for your order, then tap create shipping label if you're using a carrier other than shopify shipping, then tap mark as fulfilled. enter a tracking number, or tap the barcode icon to scan a shipping label barcode with your iphone. the tracking url appears in the customer's shipping confirmation and shipping update emails optional uncheck send notification to customer tap fulfill items to mark the order as fulfilled. if you're using shopify shipping, then select a shipping service, and tap buy shipping label if you're using shopify shipping for stores based in the united states, canada, or australia to buy a shipping label for your order, then tap create shipping label if you're using a carrier other than shopify shipping, then tap mark as fulfilled. enter a tracking number, or tap the barcode icon to scan a shipping label barcode with your android device. optional uncheck email shipment details to customer now tap fulfill items to mark the order as fulfilled. if a customer placed and paid for an order with multiple items, and one or more of the items are out of stock or a pre-order, then you might want to fulfill part of the order so that you can ship the items separately to fulfill only part of an order, you can't have automatic fulfillment enabled if you're using shopify shipping to buy shipping labels for stores based in the united states, canada, or australia, then you can print a label after you've marked the order as fulfilled in your shopify admin click the number of an unfulfilled order to buy a shipping label for your order, select create shipping label from the fulfillment page, change the number of products that you want to fulfill for each line item in the items section select the shipping method in the shipping service section if you want to send a notification email to the customer right away, then select send shipment details to your customer now. this option is available only if you have an email address for the customer on file the order screen updates to display the order's fulfilled and unfulfilled items optional if you're using multiple locations, and if you want to change the location that you're fulfilling your order from, then click the name of the location on the fulfillment card, and select change location. enter the tracking number from your shipping provider in the tracking information section. the tracking url appears in the customer's shipping confirmation and shipping update emails if you want to review the order's fulfillment details or add a tracking number, then click add tracking in the fulfilled section of the order tap an order that has a fulfillment status of unfulfilled or partially fulfilled if you're using shopify shipping for stores based in the united states, canada, or australia to buy a shipping label for your order, then tap create shipping label in the unfulfilled section in the items section, enter the quantity of each item that you want to include in the fulfillment. by default, all the order's unfulfilled items are included in the fulfillment if you're using shopify shipping for stores based in the united states, canada, or australia to buy a shipping label for your order, then tap create shipping label in the unfulfilled section if you're using a carrier other than shopify shipping, then tap mark as fulfilled in the unfulfilled section. if a customer has placed and paid for an order of multiple products, and one or more of the products are stocked at different locations, then you can fulfill parts of the order separately based on the location of your inventory. you can set location priorities to specify the priority sequence for order fulfillment if the order can be fulfilled using the stock at a single location, then the unfulfilled section shows all of the items in the order listed together if the order can't be fulfilled using the stock at a single location, then the unfulfilled section shows the available items listed by location if you're using shopify shipping for stores based in the united states, canada, or australia to buy a shipping label for your order, then select create shipping label in the unfulfilled card that you're fulfilling your items from if you're using a carrier other than shopify shipping, then select mark as fulfilled, and enter the tracking number from your shipping provider. this option appears only if you have an email address for the customer click fulfill items to mark the order as fulfilled. if the order can be fulfilled using the stock at a single location, then items are displayed in a single unfulfilled section if the order can't be fulfilled using the stock from a single location, then the unfulfilled section displays the items by location if you're using shopify shipping for stores based in the united states, canada, or australia to buy a shipping label for your order, then tap create shipping label in the unfulfilled section. if the order is being fulfilled from multiple locations, then you must tap create shipping label for each location if you're using a carrier other than shopify shipping, then tap mark as fulfilled in the unfulfilled section. if the order is being fulfilled from multiple locations, then you must tap mark as fulfilled for each location by selecting several orders, you can use the fulfill orders button to fulfill them at the same time. this applies to stores that manually fulfill orders. if you aren't using shopify shipping, then you need to add tracking numbers to the orders if you're eligible for shopify shipping, then you can buy and print multiple shipping labels at the same time when you're ready to fulfill a batch of orders optional click the unfulfilled tab to view only the orders that need to be fulfilled select the orders that you want to fulfill by clicking the checkboxes optional select the send a notification to the customer checkbox to send your customers a notification on the orders page, in the orders to fulfill section, tap view all tap the checkbox next to each order that you want to fulfill optional enable the send a notification to the customer option to send your customers a notification you can manually add tracking numbers to orders after they've been fulfilled when upsell offers are presented to customers at checkout, the order fulfillment status is set to on hold until the customer completes their order. when an order is on hold you can reserve inventory for the order, but you can't fulfill the order until the fulfillment hold is released, and the order fulfillment status changes to unfulfilled if a customer doesn't complete a checkout, then the order status remains on hold for one hour to allow the customer time to return to the order and complete their checkout when you cancel a fulfillment, the fulfillment status of the order returns to unfulfilled, and you can buy a new shipping label or create a new fulfillment for the order if you have purchased a shipping label, then you must void it before you can cancel the fulfillment cancelling a fulfillment in shopify doesn't stop a fulfillment that's in progress. if you use a fulfillment service, then contact your service to cancel the fulfillment from the orders page, click the number of an order in the list that has a fulfillment status of fulfilled in the fulfillments section, click more;;
after you set up fulfillment, you can begin fulfilling orders the steps for requesting and cancelling fulfillments change depending on the fulfillment method. for instructions, click the type of fulfillment you want to complete;;
if you need to make a change to a shipping label, you need to void the label, make the changes to the order details, and then purchase the label again the format of a shipping label depends on which carrier and class you choose when you're buying a label. you can't edit the label format because each carrier has specific requirements for their labels if you purchase a label using shopify shipping, then it includes the order number that's in your shopify admin. you can use the order number on the label to match packages to orders more easily. the placement of the order number varies between carriers the order number doesn't appear on usps first class package international labels to decrease the risk of shipping delays, make sure that all barcodes are easy to scan when you attach the label to the package. for example, make sure that barcodes on a shipping-tube label run lengthwise along the tube if you need to change the format of a shipping label after you've purchased it, then void the label, and then repurchase the label with the correct label size. the method for repurchasing a label depends on whether you are in australia, canada, or the united states you can void a shipping label if it meets the following requirements after you void a shipping label, the cost of the label is credited to your account. this amount is applied to the cost of any shipping labels that you buy in the future. if the package has been shipped, then contact the carrier with the package reference number for help from your shopify admin, go to orders click the number of the order with the shipping label that you want to void in the fulfilled section, click more void label you can also void a shipping label from the timeline section of an order's page using the manage shipment drop-down menu select a reason for voiding the label click void label and insurance to confirm you can buy a new label for this order from the order details page. the method for buying a label depends on whether you are in australia, canada, or the united states.;;
if you use amazon to fulfill your orders, then refer to fulfillment by amazon fulfillment services with apps sync with shopify so you can make changes to and receive updates about your fulfillments from your shopify admin depending on the third-party fulfillment services that you have, you use a legacy workflow or new workflow when you fulfill an order. when you open an order to start fulfillment, a banner tells you if you have the new workflow follow the steps for the type of workflow that your fulfillment service uses with the legacy fulfillment workflow, you can request a fulfillment through the shopify admin. you receive updates from your fulfillment service when the fulfillment is in progress and fulfilled when you request a fulfillment, a message is sent to your fulfillment service to begin picking, packing, and shipping your order if you use automatic fulfillment, then fulfillment is automatically requested when the order is paid, and you don't have to complete these steps after you request a fulfillment, you can no longer edit the order or refund items from your shopify admin, go to orders click the order that you want to fulfill optional check notify customer of shipment to send your customer a notification when the order is fulfilled after you request a fulfillment, you can't cancel it from your shopify admin. to cancel a fulfillment that's in progress, you need to contact your fulfillment service directly if you haven't requested fulfillment, then you can cancel the order with the new fulfillment workflow, an order's fulfillment status updates as the fulfillment progresses. you can receive messages from your fulfillment service in the order timeline, leave notes for your fulfillment service, and cancel a fulfillment from the shopify admin after you request a fulfillment, the fulfillment status of the order changes to in progress. you can open your orders to view a detailed fulfillment status after you open an order, you can find fulfillment information in two locations the fulfillment in progress section provides a fulfillment status and detailed information about the progress of the fulfillment. for example, if an order's fulfillment status is in progress, then the detailed status lets you know whether the fulfillment is requested or accepted the order's timeline section is updated when there are changes to the fulfillment. use the order timeline to read messages that are sent by your fulfillment service if items in an order are fulfilled by different services, or if they are fulfilled in separate packages, then some items might be delivered to customers and fulfilled before others have shipped when only some items in an order are fulfilled, this is called a partial fulfillment an order does not have a fulfilled status until all items in the order are shipped after you request a fulfillment, the fulfillment status changes to in progress and you need to wait for a response from your fulfillment service. the fulfillment service either accepts or declines the fulfillment if the fulfillment service accepts the request, then it is noted in the order timeline if the fulfillment service declines the request, then the order status returns to unfulfilled. your fulfillment service can include a note in the order timeline to explain why the fulfillment was declined optional under notes, include a message for your fulfillment service. this message isn't sent to your customer you might need to cancel a fulfillment request if your customer wants to cancel or make changes to the order, or if you decide to fulfill the order manually. the steps for canceling a fulfillment depend on the detailed fulfillment status of the order from the order that you want to cancel, click cancel fulfillment request. the cancellation is noted in the order timeline and the order status returns to unfulfilled if you want to cancel a fulfillment after it's accepted by your fulfillment service, then you need to send a cancellation request to your fulfillment service and wait for a response. your fulfillment service accepts or rejects your cancellation request a banner on the order appears when the cancellation request is accepted or rejected by your fulfillment service, cancellation request accepted if your fulfillment service accepts the cancellation, then it is noted in the timeline and the order status returns to unfulfilled cancellation request rejected if your fulfillment service rejects the cancellation, then it is noted in the order timeline and the fulfillment service continues the fulfillment process. your fulfillment service can include a message in the order timeline to explain why the cancellation request was declined from the order that you want to cancel, click more request cancellation optional under note, write a message to your fulfillment service. the cancellation request is noted in the order timeline and the detailed fulfillment status changes to cancellation requested after you request cancellation for a fulfillment, you need to wait for a response from your fulfillment service. if the fulfillment service cancels the fulfillment but can't update the fulfillment status in shopify, then you can change the order status to unfulfilled. you need to contact your fulfillment service to make sure the fulfillment is canceled before you complete this step after reverting an order or line item to unfulfilled, check your inventory quantities to make sure they're accurate reverting an order to unfulfilled doesn't stop your fulfillment service from fulfilling the order. if you don't confirm with your fulfillment service that the fulfillment is canceled, then the order might be shipped and you will be charged for the cost of the product and the fulfillment the change is noted in the order timeline and the fulfillment status changes to unfulfilled you might need to mark an order fulfilled if your fulfillment service successfully shipped and delivered an order, but they can't update the order's fulfillment status in shopify when you mark an order as fulfilled, the fulfillment is noted in the order timeline and the order status changes to fulfilled if the fulfillment is in progress, then you need to cancel the fulfillment before you can mark it as fulfilled marking an order as fulfilled does not send a fulfillment request to your fulfillment service.;;
to help you reduce the impact of recent events on your store, gift cards are temporarily available to sell on all shopify subscription plans. for more information, refer to frequently asked questions about gift cards. to add gift cards to your store, refer to adding or updating gift card products you can view, organize, and edit your issued and purchased gift cards from the gift cards page in your shopify admin. you can also export your gift cards to a csv file for your reference you can search for gift cards by code or by customer by using the search bar on the gift cards page. to search by the full gift card code, enter it without spaces after a gift card is issued, the full gift card code is visible only to the customer because gift cards are considered currency. you can see only the last four characters in the list of sold gift cards, but you can search by either the last four characters or the full code you can filter gift cards on the gift cards page. filtering is useful when you are trying to find gift cards that match particular criteria. for example, you could filter by status to list all the gift cards that have been disabled from your shopify admin, go to products gift cards click select a filter..., and then select one of the following select the specific condition for the filter to remove a filter, click the x next to the filter condition you can sort gift cards on the gift cards page. sorting is useful when you are trying to find gift cards that match particular criteria. for example, you could sort by expiry date ascending to view the gift cards that are closest to expiring first click the sort by field, and then select one of the following the list updates based on your selection you can view detailed information about a gift card by clicking the gift card code from the gift card details page, you can review information about the gift card, including its remaining balance, the order number associated with the gift card, the name of the customer who ordered the gift card, and its expiration date you can change the expiration date of a gift card by clicking the link under expiration date you can view the history of events associated with the gift card in the history section you can disable a gift card from its details page disabling a gift card is permanent click the gift card code for the gift card that you want to disable when a customer loses a gift card code or needs a balance update, you can email an updated gift card to its original customer if a gift card has been partially used, then only the remaining balance will be sent to the customer click the gift card code for the gift card that you want to resend you can export your gift cards to a csv file to view their details in a spreadsheet. this can be useful for reviewing information about outstanding balances, or for other records. you can't import the gift card csv to create gift card products. the gift card csv contains the following information about your gift cards if you export up to one page of gift cards up to 50 gift cards, then the csv file is downloaded by your browser. if you export more than one page of gift cards 51 or more gift cards, then the csv file is emailed to you. if you aren't the store owner, then the file is sent to the store owner's email as well in the dialog, select from the following export options if you are planning on opening your csv file in excel, numbers, or another spreadsheet program, then click csv for excel, numbers, and other spreadsheet programs.;;
if you want to use a custom fulfillment service, then you need to activate it, and then you can use the service to fulfill orders when you mark an item or order as fulfilled from your shopify admin, the fulfillment service is sent an email with the information they need to fulfill the order for you if you fulfill orders manually, then you need to open the order and mark the order or item as fulfilled if you fulfill orders automatically, then the order or item is automatically marked as fulfilled you can include tracking information and send your customers fulfillment notifications when you mark an order as fulfilled if you use a custom fulfillment service, then you need to contact your fulfillment service to cancel or make changes to your fulfillment.;;
after you set up local delivery, you need to manage, prepare, and fulfill delivery orders use one or more of the following shopify tools to manage your local delivery orders shopify admin and shopify for mobile from within shopify, you can filter and print orders, check delivery instructions and locations, and update order statuses shopify pos from shopify pos, you can view and filter local delivery orders, print delivery slips, and update order statuses shopify local delivery app use the shopify local delivery app to efficiently manage deliveries. organize your delivery lists, optimize your delivery routes, and map your deliveries. you can change order statuses from the app to automatically update orders in shopify.;;
shopify pos needs an internet connection to sync with your shopify admin, send receipts by email, and take card payments. the internet connection can be made using a wi-fi network or cellular data if you lose your internet connection or you're going to be selling from a pop-up location without internet access, then you can process some types of transactions. this guide explains which features and hardware require an internet connection, and how to sync your shopify pos and admin after being offline to use shopify pos for android, you need to have internet access the following shopify pos functionality requires an internet connection when you reconnect to the internet after being offline, your pos and shopify admin should sync automatically. if your pos and shopify admin don't sync, then you can force your pos and admin to sync from the shopify pos app, tap the main menu button, then tap orders from the orders screen, swipe the orders list down to refresh it. your shopify admin and pos syncs their orders and inventory if the shopify pos app still doesn't sync with your shopify admin, or if the app freezes, then you have to close the app fully and re-open it press your device's home button twice to display the applications that are running find the shopify pos window and swipe it upwards to close the app press your device's home button again from the home screen of your device, tap shopify pos to re-open the app some pieces of pos hardware require an internet connection to work with the shopify pos, but other pieces of hardware work as normal offline.;;
this feature is available only to merchants using shopify pos pro the analytics screen on shopify pos lets you review your store's daily sales report and provides insight about your net sales, average order value, and average items per order. the daily sales report compares today's sales to the sales that were made the same day last week you can control which of your staff can access the analytics screen using staff roles and permission settings. enable view analytics for device's location to allow staff access to the daily sales report the report will compare today's sales to the sales made the same day last week. to navigate to the daily sales report from shopify pos, tap analytics the following terms are in the report there are three tiles at the top of the report displaying net sales, average order value, and items per order. tap on a tile to view a more detailed report you can select the following date ranges;;
tips give your customers the opportunity to share their appreciation for your great service. your customers can add a tip to any order processed in person on shopify pos. tips are currently available only for credit payments processed with a supported card reader you can collect tips on shopify pos with the following supported card readers when you enable tips and select the credit payment method, a tip dialog is added to your shopify pos checkout view when the credit payment method is selected. you can create up to three preset tip amounts and enable custom tips to allow your customers to enter their own tip amounts from shopify pos, tap settings under tip options, enter a value in percent in the option fields. you can add up to three different values optional if you don't want to allow custom tip amounts, disable custom tips enable minimum tip amounts to replace the preset tip percentages with set dollar values when a transaction falls below a specified amount. for example, if you set a minimum tip amount of 10, then you can replace your preset tip percentages of 15, 18, and 20 with set dollar amounts of 1, 2, and 3 for transactions under 10 enter the minimum tip amount into transaction limit enter a dollar value for each of the 3 preset tip amounts if tips have been enabled, then the tip dialog appears during checkout when the credit payment method is selected. customers can select one of several tip options if the shop currency is usd or cad, then the maximum tip amount that the customer can add is 1000 for checkout totals up to 500. totals above 500 have a maximum tip amount of twice the total checkout amount. all other currencies have a maximum tip amount of twice the checkout total. regardless of currency, split payments always have a maximum tip amount of twice the checkout total from the shopify pos cart view, tap checkout on the select payment dialog, tap credit let the customer select their tip amount and make a payment you can refund a tip without refunding the entire order from shopify pos, tap orders tap the order with the tip that you want to refund on the refund view, tap beside tip to increase the refund quantity to 1 confirm refund details are correct optional add a reason for the refund optional email or text a receipt to the customer you can view the tips collected by each of your staff in your tips report, and the total tips collected in your finances report to view the total tips collected in your finances report from your shopify admin, go to analytics reports in the finances section, click show all;;
a cash drawer helps you to keep track of your shopify store's cash securely and reliably. managing your cash register helps you keep track of your cash transactions and to hold staff accountable for the money they've handled;
to see more videos, visit our youtube channel locking the screen when you step away from your ipad is a good security practice to lock the screen, from the shopify pos app, tap and then tap lock screen if you have multiple locations, then only the products stocked at your shopify pos device's assigned location are available in the products view from the shopify pos app, tap products in the search bar, type the name of the product if a product has variants, then tap the variant the product is added to the cart if a customer wants to buy an item but you can't find it in the shopify pos app, then you can still sell it to them by creating a custom sale item from the shopify pos app, tap home optional add a title and adjust the quantity you can now complete the sale or add other items to the cart in shopify pos, tap apply discount tap amount, percentage , or price override fill in the fields and tap save cart discounts change the subtotal shown in the cart. the regular retail price of the order appears under the subtotal in shopify pos, tap the product's name the product price in the cart updates when the discount is applied. the regular retail value of the product appears under the discounted price you can remove the tax from an item that you are selling. you might need to do this if the customer has tax-exempt status or if tax is not applicable to the item from the shopify pos app, tap and then tap orders tap the order that you want to print a receipt for the gift receipt option appears only if you have a receipt printer from the shopify pos checkout, add the customer's choice of products to the cart optional customize the cart as needed when you're ready to send the email, tap more actions enter the customer's email address if you add a customer to the cart, then the customer's email address is pre-filled for you. entering a different email address doesn't change the customer who's attached to the order optional enter a message that will be included in the email you can customize the email that customers receive by editing the email cart for shopify pos template in shopify. you can view product recommendations directly in the cart. you can add a product recommendations tile to your smart grid, or view product recommendations through the more actions menu from the shopify pos app, tap more actions tap a product to add it to the cart.;;
in shopify pos, you can apply discounts when you've added items to the cart. you can apply a discount to the whole cart or individual line items if you have locations with a pos pro subscription, then you can apply any automatic discounts you create to those locations bxgy discount codes aren't available for shopify pos applying discounts to the whole cart;;
receipts are the customer's proof of what they bought and how much they paid you can give your customers their receipt in a number of ways, such as printing it on your receipt printer, emailing it to them, or texting it to them if you have multiple receipt printers, then you can choose which one is the default printer for each of your pos devices you can also customize the appearance of your receipts by adding your store's location, the customer's information, or any order notes setting up automatic receipt printing;;
from the shopify pos app, you can manage local delivery orders, prepare them for delivery, and update their order statuses before you can manage orders from your shopify pos, you need to set up local delivery from your shopify admin local delivery fulfillment is only available from shopify pos and not from shopify pos classic as you fulfill your local delivery orders, they progress through the following order statuses unfulfilled order preparation and fulfillment haven't started. your next step is to prepare the order for delivery by picking and packing the items. you can also print delivery slips to include with the order. to finish, mark the order as ready for delivery ready for delivery the order is about to be delivered, or is out for delivery. orders might also have this status if delivery was attempted, but the order wasn't successfully delivered. after the order is delivered, your next step is to mark it as delivered delivered after you mark the order as delivered, the order status changes to fulfilled and the fulfillment process is complete if you need to cancel a delivery, then you can do it from the shopify admin you can enable or disable push notifications from shopify pos on your device to alert you when you receive a new delivery order. when notifications are enabled, you can tap the notification to start the delivery workflow tap the toggle switch to enable or disable notifications if you disabled notifications on your mobile device, then you receive a request to enable push notifications in your device settings learn how to quickly access local delivery orders from your shopify pos from the orders screen, you can filter online orders to view all local delivery orders on the home screen of the shopify pos app, tap the button and then tap orders add a tile to your smart grid to quickly view local delivery orders that need to be fulfilled tap the tile for a list of local delivery orders that are unfulfilled and ready for delivery. you can use this list to prepare orders for delivery on the home screen of the shopify pos app, tap add tile within the grid under fulfillment, tap add beside view local delivery orders add a tile to your smart grid to quickly access the shopify local delivery app tap the tiles to open the app and manage delivery lists and routes from the shopify app store, download the shopify local delivery app your customers have the option to add delivery instructions to orders at checkout. these instructions can help you find delivery locations and give you extra information about where to leave the package from the home screen of the shopify pos app, tap orders if you have a tile for local delivery, then you can tap the tile instead tap the order that you want open scroll to delivery instructions. from here, you can read any instructions left by your customer at checkout after a customer places an order online for local delivery, you or a member of your staff need to collect and pack the items you can also print a delivery slip from your receipt printer to attach to the order. your receipt printer must be set up before you can print delivery slips when you're done preparing an order, you mark it as ready for delivery if you have the shopify local delivery app, then you can use it to optimize delivery routes for you or your staff tap the order that you want to fulfill pick and pack the items for delivery after an order is delivered, you need to mark the order as delivered. this changes the order status and signals to you and your staff that the order was delivered and no further action is required marking the order as delivered also sends a notification to your customer so they know that the order arrived tap the order that you want to mark as delivered;;

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