TABLE OF CONTENTS

Overview

This FAQ goes over best practices for managing shipping and tracking information in Shopify. And shows you how to successfully mark orders as shipped and correctly add or adjust tracking information.


Things to know about shipping and tracking information

It is best practice to provide shipping and tracking information back to the Marketplace when an order is fulfilled 

Omnivore will check Shopify every two hours to see if the status of a pending order has changed to shipped, if it is marked as Shipped this with the tracking will be sent back to the Marketplace.


Tracking and carrier must be provided at the same time when you mark the order as fulfilled, if you do not do this at the same time we may not retrieve the tracking unless you use a specific setting in the system - see below Timing of adding Tracking information when you mark the order as shipped


If you have a tracking number, you need to provide both the Tracking number and the Shipping carrier, most marketplaces require both.


How to Mark the order as Shipped in Shopify

In Shopify, go to the 'Order' and enter the tracking number and the carrier. 

  • If you do not have a proper tracking ID leave it blank. 
  • Do not enter comments or n/a or no or - o. 
  • Leave this field blank if you do not have a proper tracking ID. 
  • Likewise, you must have a recognised Shipping Carrier name entered not Courier or other etc.



Timing of adding Tracking information when you mark the order as shipped

If your business process is to mark the order as 'Shipped' and then add tracking later then in Omnivore select 'DO NOT mark an order as shipped unless carrier and tracking code is provided' - we will hold the order as pending until we see the shipping information, even if the order is "Shipped". 

NB: if this is selected and you do NOT provide tracking details your orders will remain as pending shipped in the marketplace.


To set up, go to Settings - Marketplace Name (eg Kogan) -  General-  Shipment Controls, you will need to scroll down on this page to find this setting.


Passing Tracking Information from Shopify -  Omnivore - Marketplace

For Omnivore to extract Order Tracking and Carrier information from Shopify on your orders, you can add it to the Order as either a tracking number and shipping company OR a tracking url.


By default the tracking number and shipping company are used, ** however if the shipping company is Other then the tracking url is expected.


To extract a tracking number and shipping company from the tracking URL  

  1. Go to Settings - Shopify Feed - Tracking and Carrier Information.

Omnivore preformatted rules

The easiest option is use Omnivores preformatted rules eg the preformatted Fastway AU rules are as follows:

If your order tracking URL details were entered as 

 https://fastway.com.au/courier-services/track-your-parcel?l=QB000165979

The Fastway rule above would see that fastway.com.au is in the text and that a tracking code could be extracted between '/track-your-parcel?l=' and the end of the text.

Therefore in the rule in Omnivore is:


-or-



Create A New Rule To Import Tracking

If your Carrier and Tracking is not being imported correctly from Shopify with an existing rule, you can create one.

Firstly get the tracking URL from Shopify, you will need to create your rule.


On Settings - Shopify Feed - Tracking and Carrier click Add a new rule at the bottom right of the preformatted rules.

A new window will open, fill in these details in our example we are using Direct Freight.

Using example https://directfreight.com.au/track-your-parcel?l=/Q987635C761

  1. Priority of the rule.  Make it less than 100.  We have used 99. 
  2. Name of the carrier this rule is for.  We have used DFE (which is Direct Freight) 
  3. The text in your Shopify entry (your tracking URL) that identifies the carrier name.  In our example we have used directfreight
  4. The text that identifies the start of the tracking code. (our example has this before the tracking code /track-your-parcel?l=)
  5. The text that identifies the end of the tracking code. This can be left empty if there is no text after the tracking code.
  6. Hit "Save"

Rule Example


This will add a new custom rule that will appear in yellow and can be edited later if required.


Create A New Rule When Tracking Code Provided and Carrier Code Other


** Please use this method if you have only a Tracking Code and Carrier Code is Other.

If your Carrier and Tracking is not being imported correctly from Shopify with an existing rule, you can create one.

Firstly get the tracking URL from Shopify, you will need to create your rule.


On Settings - Shopify Feed - Tracking and Carrier click Add a new rule at the bottom right of the preformatted rules.

A new window will open, fill in these details in our example we are using Direct Freight.

Your example may just be this https://directfreight.com.au/

  1. Priority of the rule.  Make it less than 100.  We have used 99. 
  2. Name of the carrier this rule is for.  We have used DFE (which is Direct Freight) 
  3. The text in your Shopify entry (your tracking URL) that identifies the carrier name.  In our example we have used directfreight
  4. The text that identifies the end of the tracking code. This can be left empty if there is no text after the tracking code.
  5. Tick ONLY EXTRACT THE COMPANY
  6. Hit "Save"

Rule Example:


How often does Omnivore receive updates from Shopify?

Every few hours or so, we retrieve order updates from Shopify. 


Once the order is fulfilled in Shopify and the information is retrieved, the shipping info will be updated in the marketplace.


Please be aware that the update to the marketplaces doesn't happen instantly when you fulfill the order in Shopify.