One connected staff workflow
Give every order follow-up a faster, clearer path.
Load the right customer and order, update items and shipping, collect any balance, and keep the full story connected for the next person.
Customer and order lookup
Search existing Shopify customers and complete order numbers, then load the relevant contact, address, item, quantity, paid price and shipping details.
RMAs, replacements and reships
Create a new, searchable follow-up order while preserving a clear reference to the original transaction.
Catalog and custom items
Search product names, SKUs and barcodes, select exact variants, or add a clearly described custom service when needed.
Customer invoices
Create payment-pending work and send the customer a secure Shopify payment request when products or shipping add a balance.
Shipping options and adjustments
Request the eligible services Shopify returns for the current items, destination, and store configuration, select the right speed, then document a surcharge or credit against the quoted amount.
Linked operational history
Write meaningful follow-up references and status events back to the original order so staff can follow the full story.
Optional business tax ID
Record a customer-provided VAT or other business tax identifier for customs workflows without validating or changing tax calculations.
Payment-aware release
Keep a charged order pending while money is owed, then allow the connected fulfillment workflow to proceed after Shopify records payment.
Staff confirmation
Show an unmistakable completion state and direct staff to the resulting Shopify order after a save or invoice action succeeds.
A guided sequence
From original order to final handoff.
Find
Locate the original order or select an existing customer.
Configure
Choose items, quantities, prices, addresses, tax ID and shipping.
Collect or release
Send a customer invoice when money is due, or save approved paid and zero-dollar work.
Follow
See the linked reference and future payment, fulfillment and tracking context.
Bring the whole follow-up into one view.
Tell us how your team handles order changes today and which connected tools matter most to your workflow.