Integrating with Shopify Flow

Most business systems are configured to automatically download orders from Shopify immediately after they're placed. This doesn't allow time for customers to make post-purchase edits. Order Editing solves this by creating a "grace period" or editing window before orders are released to your external systems using Shopify Flow

What is Shopify Flow?

The Three Download Methods

95% of business systems operate by reading one of three different data points to determine when to download orders:

  1. Payment status of "Paid"

  2. Condition tag "Released" applied

  3. Fulfillment status of "Unfulfilled"

Order Editing leverages these download filters to create the editing period by temporarily preventing these conditions from being met when an order is placed using Shopify Flow.


Method 1: Payment Status "Paid"

How Your System Works

Your 3PL, WMS, or ERP downloads orders only when the payment status shows "Paid" in Shopify.

How Order Editing Creates the Editing Window

Order Flow:

  1. Order created → Customer completes checkout

  2. Grace period activated → Payment status set to "Authorized" (not "Paid")

  3. 3PL cannot download → System doesn't see "Paid" status, so order isn't pulled

  4. Grace period ends → Editing window expires (e.g., 30 minutes later)

  5. Payment is captured → Order Editing captures the authorized payment

  6. Payment status changes to "Paid" → Now visible to your system

  7. 3PL downloads order → Order proceeds to fulfillment

Key Mechanism

By authorizing (not capturing) payment at checkout, Order Editing keeps orders in "Authorized" status during the editing window. Your system only sees and downloads orders once payment is captured and status changes to "Paid."

FAQ

  • Can a payment capture fail? No, once an charge is authorized, it can be captured - you can't lose those funds, the customer can't spend them.

  • What does the customer see? Nothing different, same as what they see when they buy retail - the charge will say "pending" for 15 minutes while it awaits capture.

  • What about our shipping SLA? We can setup the automation to not delay orders placed between 11:45am and 12pm (for example)

  • Overselling? Any order with a SKU with less than 5 available units is not delayed, stock reserves.

  • Any other risks to be aware of? No, authorized charges are yours to own. You experience similar automations everyday at retail locations, restaurants etc... over 40 $100M+ brands are doing this with Order Editing.


Method 2: Condition Tag "Released" Applied

How Your System Works

Your 3PL, WMS, or ERP downloads orders only when they're tagged with "Released" (or similar tag) in Shopify.

How Order Editing Creates the Editing Window

Order Flow:

  1. Order created → Customer completes checkout

  2. Grace period activated → No "Released" tag applied yet

  3. 3PL cannot download → System doesn't see the required tag, so order isn't pulled

  4. Grace period ends → Editing window expires (e.g., 30 minutes later)

  5. Payment is captured → Order Editing captures payment

  6. "Released" tag is applied → Shopify Flow or automation adds the tag

  7. 3PL downloads order → System sees the tag and pulls order for fulfillment

Key Mechanism

Order Editing uses Shopify Flow to delay applying the "Released" tag until after the editing period expires. Without this tag, your system ignores the order until it's ready for fulfillment.


Method 3: Fulfillment Status "Unfulfilled"

How Your System Works

Your 3PL, WMS, or ERP downloads orders when the fulfillment status is "Unfulfilled" in Shopify.

How Order Editing Creates the Editing Window

Order Flow:

  1. Order created → Customer completes checkout

  2. Grace period begins → Fulfillment status set to "ON HOLD"

  3. 3PL cannot download → System skips orders with "ON HOLD" status

  4. Grace period ends → Editing window expires (e.g., 30 minutes later)

  5. Payment is captured → Order Editing captures payment

  6. Fulfillment status changes to "Unfulfilled" → Hold is removed

  7. 3PL downloads order → System sees "Unfulfilled" status and pulls order

Key Mechanism

By placing orders on hold during the editing window, Order Editing prevents your system from seeing them as ready for fulfillment. Once the hold is removed, the order appears as "Unfulfilled" and is downloaded normally.

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