Smartpack

Overview

Smartpack is a Danish warehouse management and fulfillment company. Smartpack reads live order edits and respects Shopify's on hold status, preventing orders from being picked and packed during the editing window.

Integration method required: Manual Payment Capture + On Holds

How Smartpack Downloads Orders

Smartpack downloads orders based on their fulfillment status and respects Shopify's on hold status. When an order is placed on hold, Smartpack will not download it for picking and packing. This gives customers time to make edits before the order is processed. Once the hold is released, Smartpack downloads the order with all edits included.

Important: Smartpack needs to enable the "Respect Holds" setting on their end. Contact Smartpack support to request this configuration: [e-mail]

How the Integration Works

Order Flow with Order Editing:

1. Order created → Customer completes checkout

2. Payment authorized → Payment status remains "Authorized" (not "Paid")

3. Order placed on hold → Smartpack sees the hold status and does not pick/pack

4. Grace period active → Customer can edit their order (e.g., 30 minutes)

5. Grace period ends → Editing window expires

6. Hold removed → Order released for fulfillment

7. Payment captured → Order Editing captures the payment

8. Smartpack processes order → Order sent to Smartpack with all edits included

Setting Up Smartpack Integration

Step 1: Contact Smartpack Support

Before configuring Order Editing, you must contact Smartpack to enable the "Respect Holds" setting:

1. Email Smartpack support at [e-mail]

2. Request them to enable the "Respect Holds" setting for your account

3. Confirm the setting is active before proceeding with Order Editing setup

Step 2: Set Up Manual Payment Capture Flow

1. Navigate to Shopify Admin > Apps > Shopify Flow

2. Create or import the Manual Payment Capture Flow template

3. Configure the Flow to match your editing deadline (e.g., 30 minutes)

4. Activate the Flow

Step 3: Enable Payment Capture Setting in Shopify

Required for Manual Payment Capture Flow:

1. Go to Shopify Admin > Settings > Payments

2. Change Payment capture method from "Automatically at checkout" to "Manual"

3. Click Save

Why "Manual"? This allows Shopify Flow to control when payments are captured, creating the editing window while the hold prevents Smartpack from processing the order.

Key Configuration Notes

• Smartpack does read live edits from Shopify

• Orders must be on hold to prevent picking and packing during the edit window

• The "Respect Holds" setting must be enabled by Smartpack support

• Manual payment capture is the standard integration method for Smartpack

Testing Your Integration

Required Tests:

Before going live, test the following scenarios to ensure Smartpack integration works correctly:

Test 1: Hold Status Verification

1. Place a test order

2. Verify the order is on hold in Smartpack

3. Confirm Smartpack does NOT begin picking/packing

4. Wait for editing period to expire

5. Verify hold is removed and order is released

Test 2: Edit Synchronization

1. Place a test order with multiple items

2. During editing window, remove one or more products

3. Wait for editing period to expire

4. Verify Smartpack receives order with correct items (removed products should not appear)

General Test Flow:

1. Place test order

2. Check Smartpack immediately → Order should be on hold

3. Make edits during editing window

4. Wait for editing period to expire

5. Check Smartpack → Order should now be released with all edits applied