Use Shopify for a partial fulfillment customer reply
Example: A customer wants every item together. The order information shows only some items ready for fulfillment.
Keep Shopify as the source for its records. A Righthand can use available information for the decision below.
This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.
The customer task
A customer wants every item together. The order information shows only some items ready for fulfillment.
Provider documentation. The documentation gives information about querying orders with supported search conditions. Available data depends on the account's authorized order access.
Make account access explicit
If Shopify is available in Connections, connect the intended account. Give the Righthand access to that connection.
Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.
For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.
Connection Permissions gives information about account access and tool permissions. Give only the access necessary for the identified task.
The request to the Righthand
Read the identified order lines and supplied availability.
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Prepare the partial-shipment choice for the owner.
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Get approval before you contact the customer.
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Send the owner the result before 3 PM Friday.
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Use Pacific time.
Use the provider records for the result
Identify the store and order before the task. Keep order, payment, and fulfillment facts independently. Make sure that the account covers the requested dates before reporting complete history.
Partial availability does not give permission for a substitution.
For a permitted write, examine the resulting account record. A proposal does not establish a completed change.
For an external message, identify the recipient and permitted task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
An illustrative result and next step
Two items are ready. One item has no confirmed availability date.
The owner gives a permitted partial-shipment choice or gets a complete-order decision.
Try one account task
- Give the Righthand one identified source record.
- Compare its result with that source.
- Examine the account record after a permitted write.
- Examine the work in Activity.
If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.
When the account tools are sufficient
Use Shopify directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.