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shipping insurance is available only for merchants using shopify shipping who are shipping from the united states you can protect the orders you ship by buying up to 5000 usd of insurance coverage. you can add shipping insurance and file your claims directly from the shopify admin shipsurance is the insurance administrator for coverage that you buy through shopify shipping. because certain conditions apply, you should check to make sure that the products you ship are eligible for coverage your shipment must meet the following requirements to be eligible for shipping insurance you can add shipping insurance to your shipment when you purchase a shipping label. the shipping label must include tracking information to be eligible for shipping insurance when you're buying a shipping label, enter the amount of coverage that you want to add to your shipment in the shipping insurance section. this amount can include the total or part of the value of the items in the order and any shipping costs. after you ship the order, the insurance is active on your shipment to see more videos, visit our youtube channel the insurance premium rates for domestic shipments are the insurance premium rates for international shipments are for example, if you want to insure your items valued at 250 total and you are using international shipping that cost 20.50, then you can add insurance for 270.50 to your shipping label. the cost of the insurance premium is 1.25 x 3 per 100 of coverage, for a total of 3.75 you can also insure only part of the value of the order. for example, the 1.00 usd flat rate premium for 50 usd of coverage on international orders might be enough for a 75 order or for an order where the value of the items and shipping is less that 50 when you file an insurance claim, you can't claim more than the amount of coverage you have paid for some shipping carriers include their own insurance coverage. when you buy shipsurance insurance through shopify for an order that will be shipped by a shipping service that already includes insurance coverage, the coverage that you buy is not added to the coverage that's already included in the shipping service. this means that if the coverage that's included in the shipping service does not cover the value of the shipment but you want it covered in full, then you need to purchase insurance for the full value of the shipment and not just the difference for example, usps priority mail includes 100 of insurance coverage. if you want to insure the entire value of an order that is 120 and ship with usps priority mail, then you need to buy enough insurance to cover 120. the cost of the insurance premium is 0.75 x 2 per 100 of coverage, for a total of 1.50. if you purchase shipping insurance from shipsurance, then you do not need to file a claim with the carrier, just with shipsurance you can make an insurance claim with only one insurance provider. for example, if usps provides 100 of coverage on your shipment and you purchased 150 of coverage through shipsurance, then you can only submit a claim for 100 through usps or a claim for 150 through shipsurance, not both if you purchase any insurance through shipsurance and you need to make an insurance claim, then you can file an insurance claim directly in the shopify admin. if your shipping service includes insurance coverage and you haven't purchased any insurance through shipsurance, then you need to contact the shipping carrier to make an insurance claim you can submit most insurance claims 24 hours after an order has shipped for orders that use usps domestic shipping, you can submit a lost package claim 20 days after the shipping date. for orders that use usps international shipping, you can submit a lost package claim 40 days after the shipping date after 120 days, you can no longer submit an insurance claim for any shipment from your shopify admin, go to orders click the number of the order that you want to file an insurance claim for click more file insurance claim in the supporting details, section describe your claim. you can add information about how the items were damaged, what items are missing, the cost of repair, or the shipping cost in the claim amount section, add the amount of money that you want to claim. you can't claim more than the amount of coverage that you have paid for in payout details, choose how you want to receive your insurance payout from shipsurance if the claim is approved, and add your delivery information for the payout in the contact information section, add your email address. this is the email shipsurance uses to contact you if they need additional information about your claim after you've read and agreed to the legal disclaimer, click file claim from the shopify app, tap orders tap the order that you want to file an insurance claim for tap more file insurance claim after you've read and agreed to the legal disclaimer, tap file claim after you submit a claim, you receive an email with the claim id and a link to access the shipsurance insurance portal. click the link to check the status of your claim. you can also check the status by clicking on the claim information on the order. if you need support with an open claim, then contact shipsurance directly you can void insurance by voiding the shipping label. after a shipping label with shipping insurance is voided, a claim can no longer be filed. labels and shipping insurance can be voided only up to 30 days after the shipping date. this shipping date is the expected date a shipment will be given to a shipping carrier and is set when a label is created when you void insurance, a shipping insurance premium credit is added to your account. the credit can be used only for future shipping insurance purchases. shipping insurance credit can't be used to buy labels or pay for package pickups the shipping insurance and shipping label charges are listed separately on your shopify billing page. you view your shipping charges from the billing page in the shopify admin support for claims is provided by shipsurance. shopify does not support insurance claims. you need to contact shipsurance support by email at email or by phone at 1-866-852-9956 for any matters related to your claim.;;

adding multiple package types is available only for stores in the united states and canada. if you are outside the united states and canada, then you can add only one preferred package type when you're fulfilling an order, you need to choose a package that matches the type that you want to use you can save your preferred package types on the shipping and delivery settings page or on an order's fulfillment page in your shopify admin. most carriers charge by size and weight, so it's important to keep your packaging small. when you're ready to buy a shipping label for your shipment, you can choose which one of your saved packages you want to use want to save time and money on shipping? you can use shopify shipping to buy and print shipping labels from your shopify admin you can use the following package types to ship your products with shopify shipping labels package shipment limits are set by the carrier. girth is the measurement around the middle of the package, and is calculated as 2x width 2x height. length is measured on the longest side of the package a padded envelope, bubble mailer, or plastic tyvek or poly sleeve. packages thicker than 34 inches don't qualify for usps first class mail rates a large, flat envelope no thicker than 34 inches envelopes are not supported with canada post through shopify flat rate packaging is offered by most carriers. these packages are not priced by size or weight, but rather a pre-determined package size and shipping speed that you've chosen from your carrier's available options if your store is based in the united states, then you can request a free usps shipping kit to get you started. the domestic flat rate variety pack includes small 1, medium 2, and large 1 boxes, which you can use to ship both domestic and international orders if your store is based in canada, then visit canada post's packaging best practices guide for more packaging tips if you are using canada post to ship internationally and you don't see shipping rates being displayed when fulfilling an order, then your packaging might not meet the requirements defined by canada post. for more information, see parcel services shipping to the u.s.a. and to international destinations you can't use the following package types to ship your products with shopify shipping labels a flat envelope or letter thinner than 14 inch a package whose total dimensions to total of the package's length, width, and height are greater than 84 inches many carriers offer free packaging to use with specific shipping rate. although there is no cost for the packaging, you might need to create a free account with the carrier so that they can send the packaging to you. the following shopify shipping carriers offer free packaging you need to include accurate weights for your products so that your customers are charged the correct amount for shipping. accurate product weights also ensure that you're charged correctly for the usps, dhl express, and canada post labels you purchase through shopify if you don't add a weight value to your products, then the weight will be set to 0.1 lb by default. this can make your shipping costs inaccurate until you get a scale for accurate measurements, you can use the following general guidelines after you've added weights to your products, make sure that your packaging weights and dimensions are also accurate. most carrier-provided packaging comes with dimensions advertised on the box. to learn more about adding a package type, refer to add a package type advertised box dimensions may refer to the inside of the packaging, so it's important to measure the outside dimensions of your boxes your default package dimensions are sent to your shipping carrier along with your order's weight to calculate shipping rates for your customer. dimensional weight is determined by the carrier based on the height, width, and depth of your packages. dimensional weight applies to some shipping services when a package's total length x width x height exceeds 1 cubic foot 1728 cubic inches if your dimensional weight is larger than your order's weight, then your customer is charged for the dimensional weight of their order. if you think that the generated rates are too high or too low, then you can adjust your calculated rates to increase or decrease your shipping rates as needed dimensional weight calculations vary between carriers. consult the carrier you're using for details about their dimensional weight policies carriers with dimensional weight policies carriers without dimensional weight policies to set your default package dimensions, refer to configure your default package details.;;

when shipping carrier services transport goods between locations, the transportation methods release greenhouse gases, such as carbon dioxide co 2 , into the atmosphere. while shipping is a necessary aspect of most businesses, it does impact the planet and contribute to global warming however, there are actions you can take to help offset the impact of your shipping the offset app tracks the emissions from your orders within shopify, and then calculates and charges you for the co 2 emitted each month. the charges go directly to carbon credits, which offset the amount of co 2 released so that your business can offer carbon-neutral shipping to your customers for more information, refer to offset your carbon emissions by using the offset app wherever possible, you can choose shipping methods from carriers that offer carbon-neutral shipping solutions. contact your preferred shipping carriers to explore what shipping options they offer packing your shipments in packaging that matches the size of your shipment helps your shipping carrier have a lower impact on the environment. if your package is bigger than your product and padding needs, then the extra space takes up room that could be used by other packages. the less space each package takes up, the more packages a vehicle can take in a single trip through shopify shipping, you can ship all your products without going to the post office. you can print shipping labels, package your products, and schedule a pickup with your carrier so that they come to your door and collect your shipment. adding your location as a stop on a shipping carrier's route is likely to create less emissions than your round trip to the post office for more information, refer to managing shipping entirely from your home or business compostable packaging is a good way to reduce the effects of your packaging after the shipment reaches your customers. instead of throwing the packages out, customers can use the composting services in their area, such as compost collection. check if the main areas you sell to have any compost services and if compostable packaging would work for your business.;;

by combining shopify shipping with existing shipping carrier features, you can manage your shipping entirely from your home or business without visiting a post office you can order shipping boxes and materials online, print your shipping labels at home, and then request the shipping carrier to come pick up your packages after a customer places an order, you can buy a discounted shipping label in shopify. if you're in the united states, then you can purchase labels from usps, ups, and dhl express. if you're in canada, then you can purchase labels from canada post for more information, refer to buy a shipping label after you purchase the label, you can print the label from a label printer or a desktop printer for more information, refer to print a shipping label after you package your product and attach the shipping label, you can schedule a pickup with the shipping carrier. the shipping carrier will come to your door and collect your packages, instead of you leaving your home or business to drop off the packages each carrier charges different amounts for pickups to schedule a pickup with usps, ups, or dhl express, refer to scheduling a package pickup to schedule a pickup with canada post, refer to canada post's request a pickup page if you ship domestically, then consider offering local delivery options for customers who are nearby if you ship internationally, then make sure that the shipping carrier that you want to use currently ships to the countries that you want to ship to. for more information, refer to shipping carrier statuses some shipping carriers offer free packaging for their flat-rate shipping options. review the following to see if any carrier's flat-rate box options work for your products you can order free shipping supplies directly from usps. you need to sign up for a free usps account to receive your supplies you can order free shipping supplies for example, envelopes, labels, and pouches directly from ups. you need to sign up for a free ups account to receive your supplies you can order free shipping supplies by emailing dhl express at email. this button opens a template email in your preferred email client;;

keeping track of your inventory is crucial to ensure that your orders can be fulfilled quickly and efficiently. working with the shopify fulfillment network sfn to keep your inventory predictable and accounted for saves time and resources when you fulfill and manage your orders to build predictable inventory practices when using the shopify fulfillment network, there are several concepts and processes you should know about inventory states help you divide your inventory into groups that show where your inventory is physically and whether it can be sold. the shopify fulfillment network uses the following states to group, or bucket, your inventory available inventory is calculated using the following equation keeping accurate records of the current state of your inventory helps your orders be fulfilled efficiently and helps you plan for the inventory you need in the near future to ensure that the shopify fulfillment network inventory levels match your own inventory levels, an inventory sync is performed periodically. there are two inventory syncing methods that can be used delta sync and override sync. if you aren't sure which sync you're currently using for your shopify fulfillment network inventory location, then contact the fulfillment success team from the overview tab in your shopify fulfillment network app when a new sku is sent to the shopify fulfillment network in an inbound transfer, the fulfillment center approves and verifies it for fulfillment. for more information on finding the available inventory amounts in your shopify admin, refer to view your product inventory if your store is on the delta sync method, then the available quantity at the shopify fulfillment network location is updated each time that an order is placed. if there are adjustments at the fulfillment center, such as for mis-counts, damaged products, or special projects, then the adjustment is applied to your available inventory that evening the shopify fulfillment network never automatically overrides the available quantity. if you make manual changes to it, then your new inventory levels will likely be incorrect similar to delta sync, when a sku is sent to the shopify fulfillment network in an inbound transfer the fulfillment center approves and verifies it for fulfillment. after the sku is verified, the available inventory for the shopify fulfilment network location in your shopify admin is updated if your store is on the override sync method, then your available inventory is recalculated at various times as changes happen to your skus, such as every time an order for that sku is created or edited. this means that you can't make changes to inventory quantities for the shopify fulfillment network location in your shopify admin without them being overridden an on-demand kit is a sku that is assembled from other skus. you can request a fulfillment center to assemble these on-demand kits for you. if you're set up for the shopify fulfillment network to fulfill on-demand kits, then there are a few things you should know to keep your inventory replenished and to understand what you see as an available quantity the following criteria is used to determine how many kits you can sell on your store when replenishing kit parts through inbound transfers to a fulfillment center, take all these factors into account if you have inventory that's managed by multiple locations, then you need to set the fulfillment priority order the orders are assigned to locations based on the fulfillment priority and the following rules for example, suppose that your locations are set in the following fulfillment priority order in this example, the shopify fulfillment network has first priority for incoming orders with products assigned to its location when you create a draft order, make sure that you manually select which fulfillment center that you want to fulfill the order. for example, if you want to fulfill your draft order at sfn, then make sure to manually select sfn as your fulfillment location to learn more about setting your fulfillment priority, refer to set the priority of locations for fulfilling orders overselling product happens when your shopify store has available inventory for a product, but the shopify fulfillment network doesn't have any inventory for that product to allocate to an order that was placed. review the following table to learn how to avoid overselling this feature is in beta and only available to certain merchants if you want to stop selling inventory that you have in stock, or inventory that you will have in stock at some point in the future, then you can use the inventory reservations feature after you save this amount, this quantity is subtracted from the available quantity for the product in your shopify admin. any orders that are already listed pending fulfilment will still be fulfilled. you can only reserve inventory that has not already been sold if you want to use inventory reservations, then don't enable continue to sell when out of stock on the variant in shopify. if you enable this function, then the ability to modify your inventory reservations is automatically disabled. any existing product reservations made before you enabled continue to sell when out of stock will continue selling without any limitations you can't place a reservation and a preorder on the same product at the same time to use this feature, your store must have inventory override sync enabled. this means that you can't make adjustments to your available inventory if you want to sell inventory that's currently out of stock in the shopify fulfillment network, then you can use the preorders feature after you save this amount, this quantity is added to the available quantity for the product in your shopify admin orders that are placed on products that have preorders set and an inventory amount of 0 in the sfn are placed on hold and listed as insufficient inventory. these orders are automatically processed when the sfn receives new inventory for the product. if you store the product at multiple fulfillment centers, then the first fulfillment center to receive new inventory from you begins processing all of your preorders if you want to use preorders, then you shouldn't enable continue to sell when out of stock on the variant in shopify. any existing product preorders made before you enabled continue to sell when out of stock will continue selling without a limit to the amount of preorders that can be purchased if a preorder quantity sells out, then the product doesn't automatically reset to 0 in the sfn when new units of the product are received. if you don't want to oversell a product, then you need to manually reset the preorder value to 0 you can transfer inventory between different sfn fulfilment centers if, for example, your inventory in one sfn fulfillment center is running low you're responsible for any customs or import fees associated with transferring inventory between sfn fulfillment centers. any inventory transfer going from the us to canada must have a bill of lading bol with the canadian broker listed, along with a canadian phone number, otherwise the shipment can't cross the border. you can't list shopify as a cosignee. if you need assistance with this process, then contact your customs broker.;;

in the united states, you can purchase shopify shipping labels for ups, usps, and dhl if you are dropshipping, or a third-party ships out products on your behalf, then you don't need to purchase a shipping label unless your fulfillment service requests one. to learn more, refer to fulfillment through a third-party service review the details of using dhl express, ups, and usps with shopify before purchasing your first label also, make sure that you set the details of your default shipping package to keep your shipping fees accurate some shipping carriers have limitations on certain services. review the following limitations to check if any affect your business after you buy a shipping label, the cost is billed to you through your shopify account. for more information, refer to billing and taxes from your shopify admin, go to orders click an order that contains unfulfilled items in the unfulfilled section, click create shipping label in the items section, confirm the number of items that you want to include in this fulfillment. if you want to ship the customer's order using more than one fulfillment, then change the quantity of each item that you don't want to ship in this fulfillment. you can buy an additional shipping label for each fulfillment that's required to complete the entire order select a package from the package drop-down menu, and then enter the weight of your shipment in the total weight text box if you want to add a new package type, then click add package. in the add a package dialog, enter the information about your new package type, and then click add package some mail types have restrictions on the size of the packages that you can use to ship your products. applicable size restrictions are shown on the add a package dialog when you create a new package type select a shipping method in the shipping service section if you're shipping internationally, then you need to provide customs information, including a harmonized system hs code. learn more about hs codes from the world customs organization. click edit customs information to add your shipment details to the customs information form if the shipment's declared value is over 2,500, then you can't buy an international label through shopify shipping optional select any additional services, such as a signature or proof of age upon delivery. to find which carriers offer signature requirements and proof of age checks, refer to shipping carriers optional add shipping insurance to your shipment, then enter the amount of coverage in the shipping insurance section. this amount can include the total or part of the value of the items in the order and any shipping costs. if the insurance option is not available, then check the shipping insurance eligibility requirements optional set a shipping date and click send shipment details to your customer to automatically send shipment details to your customers on that date. if you're using a shipping manifest, then set the shipping date to the date you're using on the manifest if you're using shopify shipping with ups, then you need to accept the shopify shipping ups terms review your shipping details in the summary section, and then click buy shipping label optional on the print shipping label page, click change format and choose the correct shipping label size from the shopify app, tap orders tap the order that you want to fulfill in the unfulfilled section, tap create shipping label in the shipping address section, confirm the customer's shipping address. tap edit shipping address to change the shipping address or customer name in the items section, enter the quantity of each item that you want to include in the shipment. by default, all the order's unfulfilled items are included in the fulfillment in the package and weight section, select a package from the package drop-down menu, then enter the weight of your shipment in the total weight field. if you want to add a new package, then tap add package and enter the new package size and weight optional set a shipping date and click send shipment details to your customer to automatically send shipment details to your customers on that date optional uncheck email shipment details to customer now optional on the print shipping label page, tap change format and choose the correct shipping label size when you're ready to ship the order, you might be required to print the customs form separately and attach it to the outside of the package you can buy and print up to 20 shipping labels at a time from the orders page in your shopify admin. use the checkboxes to select up to 20 orders that you want to buy shipping labels for the following kinds of orders aren't included when buying shipping labels in bulk if an order has already been partially fulfilled, then only the unfulfilled items are included in the bulk label purchase to see more videos, visit our youtube channel optional click the unfulfilled tab to view only the orders that need to be fulfilled select the checkbox next to each order that you want to create a shipping label for on the create shipping labels page a list of orders is generated. you can scroll through the list with an option to edit each shipping label on the orders page, in the orders to fulfill section, tap view all tap the checkbox next to each order that you want to create a shipping label for if there are multiple locations associated with the selected orders, then select the appropriate location from list and then tap continue if there are multiple locations associated with the selected orders, then select the appropriate location from list and then tap create shipping labels if you purchase dhl express or ups labels through shopify shipping, then you can schedule pickups directly from your shopify admin. you can schedule a pickup at your preferred date, time, and address. your chosen carrier will accept all eligible packages with a valid label pickup times are based on the time zone of the pickup address. any pickup times are estimates and depend on traffic, weather, and pickup address if you purchase usps labels, then you can schedule a pickup through usps by clicking the schedule usps pickup link after purchasing a label drivers pick up packages only for their respective carriers. for example, a dhl driver won't pick up a ups package do one of the following to schedule a pickup for any assistance with scheduling a usps pickup, contact usps or call 1-800-ask-usps 1-800-275-8777 select the pickup address in the drop-down menu, or enter a custom address if you need your packages picked up at another location a custom address is not saved for future pickups enter the name and phone number of a person that the driver can contact if needed from the date drop-down menu, select the date for pickup from the estimated pickup time drop-down menu, select the time window within which you'd like your package to get picked up time options in the estimated pickup time menu are based on the time zone of the pickup address if you're scheduling a pickup with ups, then select the package location that best represents where the driver should look for your package in the special instructions field, enter any additional information for the courier for example, a buzz code or apartment number if you're scheduling a pickup with ups, then check notify the carrier that some packages weigh over 70 lbs so they come prepared if your shipment is overweight you need to inform ups if your packages weigh more than 70 lb 32 kg so the driver brings the proper equipment review the pickup summary and click schedule pickup you can view your scheduled pickups from the orders page in your shopify admin if a driver doesn't show up for your scheduled pickup, then call the shipping carrier with your pickup confirmation number. you can find your pickup confirmation number in the order's timeline use the following phone numbers the steps to cancel a scheduled pickup depend on which shipping carrier you're using to cancel a usps pickup, do one of the following if you successfully cancel a ups pickup, then your account will be credited the cost of the pickup, which you can use to buy shipping labels or schedule other pickups click cancel pickup again to confirm ups on-call pickup costs 4.00. it's the same price for any number of packages, regardless of the date, time, and address of the pickup pickups from dhl express are free. the service is included in the purchase of a label pickups from usps are free unless you want to specify a pickup time. free pickups can happen at any time during regular mail hours. it costs 24 usd to select the time of day for the pickup if you prefer to drop your packages off yourself, then you can do so at any usps, ups, or dhl express drop-off location. you can find your closest drop-off locations from the following links find answers to common questions about package pickups the 4.00 usd pickup fee is an exclusive discounted rate for merchants using shopify shipping. no additional fees or surcharges will be applied you will still be charged because the driver will arrive to pick up your packages as scheduled wait a few minutes, and then try to cancel the pickup again. you will still be charged because the driver will arrive to pick up your packages as scheduled. you can also contact shopify support for help you can schedule a pickup up to 7 days in advance for ups and dhl express, you can schedule multiple pickups if you have at least one ups or dhl express label purchased. for usps, each pickup must be scheduled separately through usps pickups are available only if you've purchased a label in shopify the driver will pick up all packages you have ready for them at no extra charge, regardless of the number of shipping labels you had purchased at the time you scheduled a pickup.;;

to make sure the shopify fulfillment network is prepared to fulfill your orders, you can enter your expected orders for up to 90 days in the future. you can also view your previous expected orders with your actual orders to help set future expectations each week, update the expected orders for the week that is three mondays from the current date. this week is considered the target week or current adjustment period. for example, if you input your expected orders on wednesday, september 2, then your current adjustment period would begin monday, september 21. from the end of your current adjustment period to 90 days from today's date is considered your future adjustment period any time you review the expected orders and they seem incorrect, adjust the expected orders to be more appropriate. make sure that your expected orders take into account any events, sales, or promotions that your business plans to offer you can adjust all your expected orders in a specific date range using a percentage change or a set unit amount adjustment. for example, you can change all the expected orders for august 12 through august 28 by a decrease of 5, or an increase of 50 orders you can view your past adjustment periods to review how accurate they were. your expected order amount is shown beside the actual order amount for that day. reviewing the accuracy of your previous expected orders can help you create more accurate order expectations in the future, which helps the fulfillment centers have the appropriate resources available to efficiently process your orders.;;

fulfillment services can help free up your time by managing your order fulfillment and shipping. some services also have partnerships with shipping carriers, which helps you get lower shipping rates review the following links to learn how fulfillment services can help you, and what you need to know when working with them.;;

shopify shipping labels and label price adjustments are charged to the credit card that is on file for your shopify account. all shopify shipping charges are billed in usd. if you are in canada or australia, then shipping label prices are shown in your local currency when you purchase the label, but the charge on your invoice is in usd shipping label invoices are based on threshold billing. this means that as soon as you spend a certain amount on shipping labels within your billing cycle, you are invoiced and charged immediately. while you wait for the payment to be processed, you can continue to purchase labels until you reach 10 of your current threshold. after the invoice is processed, your threshold is reset if you don't reach this threshold within your billing cycle, then the shipping label charges are added to your monthly shopify subscription bill for more information on how your specific account is billed for shipping labels, contact shopify support you can view your shipping label charges in the bills section of your billing page in your shopify admin any refunds issued for shipping labels are added as a shipping label credit to your account. credits are applied to future shipping label purchases a shipping label price adjustment occurs when you purchase a shipping label and the shipping carrier determines that you've provided inaccurate information that results in an incorrect shipping label price. after you ship your order, the correct shipping label price is verified by the shipping carrier. if you paid an incorrect amount to ship the order, then your carrier credits or debits you the difference. your package might still be delivered when there is an adjustment price adjustments are a standard industry practice and most shipping carriers follow this standard. to avoid price adjustments, verify that you are entering the correct information when you are purchasing a shipping label due to shipping carrier processing times, it's not uncommon for there to be a delay between when you purchase the shipping label and when you receive the charge or credit for a price adjustment if your carrier determines that your shipment needs a price adjustment, then the adjustment appears in the order's timeline. you'll receive a charge or credit to your shopify account, which will appear on your next bill the following examples are possible reasons for price adjustments if you have questions about a price adjustment, or think that a price adjustment was wrongfully applied, you can find out who to contact in questions about adjustments carriers have maximum package sizes and weights. if a shipment is larger than the maximum size or weight, they can charge you substantial fees for example, if you are using ups and your package weighs more than 150 pounds then you can be charged more than 875.00 usd for being over their weight limit. you can also be charged fees if the package dimensions exceed the carrier's limits. the ups site has information about their over maximum limits you can avoid overpaying or underpaying for your shipping labels by making sure that your shipping and product settings are accurate there are a few things you can do to make your shipping labels more accurate shipping label price adjustments are determined by your carrier review the following table to learn who to contact with questions about shipping fee adjustments each country has different tax rules for shipping labels the united states doesn't charge taxes on shipping labels canada post charges taxes on domestic and international shipments. to learn the specific tax percentages, refer to taxes on canada post products australian domestic shipping labels are taxable, but international shipping labels aren't. however, you don't pay tax if you meet all of the following conditions;;

shopify shipping is available for orders shipped from fulfillment locations based in the united states, canada, and australia depending on your store's shopify subscription plan and the order that you're shipping, you might be eligible for reduced shipping rates from usps, ups, dhl express, canada post. after you've set up shipping label printing in your shopify admin, you can view and compare calculated shipping rates from an order's fulfillment page the following table shows the maximum discount available by carrier for 2021 discounts vary based on package type, weight, destination, and origin for example shipping rates for each carrier, refer to the charts below. sample 30 oz shipment on the shopify plan sample 1 lb shipment on the shopify plan sample 1 kg shipment on the shopify plan all domestic pricing includes gst. gst is not applicable to international shipments.;;

you can have your domestic shipments arrive by december 25, 2020 if you send your packages before the cut-off date. the cut-off date varies depending on the carrier and the shipping services used for the package dhl express has not published shipping cut-off times.;;

find answers to common questions about discount codes you can fully edit your discounts if you have a 10 off discount, they can't also use a free shipping coupon. only one discount at a time can apply to a single order you can limit discount codes to one per customer in the usage limits section on the add discount page if you set an expiry date for a discount, then the discount will expire at 115959 pm on that day the discount code entry field will show during checkout only if you have active discount codes available to your customers customer groups created by saved searches on the customers page are useful for sending discount codes to a select group of customers. for example, if you want to send a discount code to customers who have spent 100 or more in the last month, then you can apply filters to create a group of these select customers, export their email addresses, generate a special code, and send it to these customers only you can apply collection discounts in two ways either as a fixed monetary amount applied once per order to every applicable item in a cart, or as a percentage discount applied to an entire collection. choose the method you want in the applies to section on the add discount page collections can't hold individual product variants. if you add a product variant to a discounted collection, then the collection discount applies to every version of the product product-specific discount codes will apply to all quantities of a product when a customer applies the discount code. for example, if a customer adds 10 of the same product, then the product specific code will discount all 10 items you can apply discount codes to specific variants of a product. these codes will apply to all quantities of the discounted variant in a cart most discounts cannot be applied to gift cards. the exception is a product specific discount where the product is a gift card. learn how to add a discount to a gift card product you can perform bulk actions to disable many discount codes at once you can use the sales by discount report to see how often your discount codes are used. for details on the report, see sales by discount if a customer enters a discount code during checkout that doesn't exist or isn't currently active, then they will see the following error message unable to find a valid discount matching the code entered if a customer enters a discount code during checkout that does exist but doesn't apply to the products in their cart, then they will see the following disclaimer your cart does not meet the requirements for the discount name discount code.;;

if you need help with your domain, then check whether your question is answered in the faq below. if your question isn't answered on this page, and if you bought your domain through shopify, then you can contact shopify support for help with your domain shopify support can't help you with a domain that you purchased from a third-party provider, such as godaddy. for support connecting a third-party domain to shopify, contact the domain provider and give them this information if you use a third-party domain, then shopify's ip address is 23.227.38.65. to connect an existing domain, you need to set your a record to shopify's ip address if you buy a domain through shopify, or transfer your domain to shopify, then your domain can have any of the following ip addresses your shopify domain can switch between these ip addresses at any time. to find your current shopify ip address, from your shopify admin, go to online store domains dns settings and then check the a record section if you purchased your domain through shopify and are leaving shopify, then you must transfer your domain out of your shopify admin before you can use that domain with another host no, your url domain is a url that acts as a unique identifier for your store and can't be changed or removed. customers access your online store using this url unless you have a custom domain name. if you want a custom url for your shopify store, such as url, then you can add one to your online store by buying a custom domain we've written instructions for the most common third-party providers. if your provider isn't listed there, then follow the generic setup guide or contact your third-party domain provider directly for support yes, you can use up to 10 domains on your shopify store it can take up to 48 hours for your domain to start working. if it's been more than 72 hours, contact shopify support no, shopify doesn't provide email hosting. however, if you buy a domain name from shopify, then you can set up an unlimited number of forwarding email addresses for example, email for free a subdirectory is a section of your main website. it is defined by a at the end of the domain name, for example, url, where pricing is the subdirectory. examples of subdirectories on your online store are collections, products, and pages you cannot edit subdirectory names. regardless of what domain you're using, the subdirectory names will remain the same when you're connecting a domain to shopify you may see a ttl number in your dns settings. you do not need to change this number. for support connecting a third-party domain to shopify, contact the domain provider and tell them that if you want to set up email forwarding, then you can also tell your third-party provider that you want to use their email client if they have one and need to configure your mx records.;;

email forwarding is a service that lets you direct an email from your custom domain to an existing email account. if you buy a domain through shopify, or transfer your domain to shopify, then you can set up an unlimited number of forwarding email addresses for free. for example, if your shopify-managed domain is url, then you can set up the forwarding email address email email hosting isn't provided on shopify. if you want to send an email from your custom domain forwarding address, then you need to use a third-party email hosting service. if you use zoho mail or google workspace, then you can connect the hosting service to your domain in shopify. if you use another email hosting service, then you can add an mx record to connect it to your domain by editing your dns settings if you purchase your domain from a third-party, then the process for setting up your email forwarding is different all new email addresses that you create in shopify must be forwarded to an existing email address, for example, through gmail or outlook. you can set up multiple email forwards to go to different email addresses to see more videos, visit our youtube channel in the shopify-managed domains section, click the domain that you want to set up email forwarding for in the store email address text box, enter the email address that you want to create for your custom domain. you don't need to type the symbol or anything that follows it in the forwarding email address text box, enter your full destination email address use this method to create as many forwarding email addresses as you want for your store to test your email forwarding, send a test email from a different email address to each of the forwarding addresses that you've created you can't reply to customers from your custom domain email address. if you want to reply to a customer email, then you must do so directly from the address you forwarded your emails to. this email address is the address that will appear in your customer's inbox email hosting is not provided when you buy a domain through shopify. if you want to send an email from your custom domain forwarding address, then you need to use a third-party email hosting service the following services are two examples of third-party email hosting services that you can use to send email from your forwarding email address google workspace connects to the gmail platform with emails for your custom domain before you can connect your email service to shopify, you need to verify your domain and create your custom email address in zoho mail or google workspace in the shopify-managed domains section, click the name of the domain you'd like to connect click use third-party hosting service select your provider, and then enter the information that was provided to you when you verified your domain to finish configuring your email settings, you might need to add an spf record to your third-party email provider's settings. adding shopify's spf record can help prevent your emails from being flagged as spam or from failing to be delivered. shopify's spf record is vspf1 include url all. if your email host already has an spf record, then add it before all. for example, the spf record for google workspace is vspf1 include url include url all after you update the spf record, it can take up to 48 hours for the changes to take effect shopify support can't access your third-party email settings, even if you give your permission. if you need help configuring your email settings in zoho mail or google workspace, then contact your third-party email hosting service provider.;;

on the domains page in your shopify admin, you can view and edit the dns settings for your domain, or transfer your domain to another store or domain provider you can view and edit the following dns settings from the domains section of your shopify admin the a record and cname record for your domain are automatically set to shopify's default domain records. if you want to add mx, txt, srv, or aaaa records, then you can edit the dns settings for your online store. you might need to edit these records if you're setting up a third-party email service on your domain, if you want to point a subdomain at another website, or if you need to verify your domain with a third-party service make sure you understand the a record and the cname record before you make any changes. removing these records can break the connection between your domain and shopify, so that your online store can't be found at your domain name. in the shopify-managed domains section, click the name of the domain that you want to edit if you want to make changes, then you can edit the following dns settings you can reset your dns settings to shopify's default configuration. this will delete all your records except shopify's dns and a records in the shopify-managed domains section, click the name of the domain that you want to reset in the advanced settings section, click reset dns settings click confirm to reset your dns settings you can transfer your primary shopify domain from one store to a different shopify store from the domains page. email forwarding and dns records will transfer along with the domain. you need to be the store owner to transfer a shopify domain. learn more about staff permissions click manage to open the settings for the domain that you want to transfer click transfer to another shopify store confirm that your registrar information and your associated email address are up to date, then click send transfer link. you'll receive an email that contains a transfer link changing your registrar information can result in a 60-day lock of your domain, which will prevent you from transferring your domain. check with your registrar to find out if this policy applies to your domain when you receive the email, click the transfer link in the email text log in to the shopify store where you want to transfer the domain for the domain transfer to succeed, the store owner needs to log in to the shopify store directly from the transfer link in the email. if you're transferring the domain to a different store owner, then forward the email to the store owner so that they can log in to shopify the domain transfer will complete within 24 hours you need to wait 60 days after purchasing a domain before you can transfer it to transfer your domain to another domain host, you must unlock your shopify domain and provide your new host with a domain authorization code if your domain has a url,.eu, or.be extension, you cannot transfer it yourself, so you'll need to contact shopify support in the shopify-managed domains section, click the name of the domain that you want to transfer click transfer domain transfer to another provider review the information and click confirm the domain authorization code is displayed on your domain's information page. provide this code to your new provider to verify the transfer optional click cancel transfer if you want to cancel your domain transfer be aware that if you don't complete your transfer within 30 days, then your domain will be locked again.;;

connecting your third-party domain to shopify points your custom url at your shopify store. when you connect a domain to shopify, customers can enter your custom url into their web browser to visit your online store. you still use your third-party domain provider to manage your domain settings, pay for your domain, and renew it if you want to manage all of your domain settings directly in your shopify admin, then you can also transfer your domain to shopify root domains are what you purchase when you buy a domain. an example of a root domain is url. you need to buy a root domain before you can add subdomains. most people point their root domain to their online store subdomains are additions to the root domain. a commonly used subdomain is this subdomain combines with the root domain to create url for more information on root domains and subdomains, refer to key terms and definitions about domains if you can't find instructions for your third-party provider, then follow this generic setup guide to connect your existing domain to shopify verify your connection in shopify if you need help connecting a domain to your store, then you can hire a shopify expert unexpected behavior can occur when you use third-party proxies. shopify is not responsible for any loss of information first, you need to add your custom domain to your shopify store. this step identifies you to shopify as the owner of your custom domain to see more videos, visit our youtube channel now you need to set up your existing domain to point to shopify lowering the time to live ttl value of your domain can help your domain update faster. contact your third-party domain provider for suggestions and instructions on how to change your ttl you can automatically connect your godaddy, google domains, or 11 ionos domain to your shopify store. if the domain doesn't connect automatically, then you can connect it manually enter the domain that you want to connect, such as url in the sign in window, log in to your godaddy, google domains, or 11 ionos account if you experience problems setting up your domain automatically, then try setting it up manually from within your third-party provider's admin. if you contact third-party support, then review what to tell your third-party provider log in to the account that you have with your third-party domain provider find your dns settings, domain management area, dns configuration, or similar edit your a record to point to shopify's ip address 23.227.38.65 the domain settings panel might feature drop-downs or editable fields, or you might have to check boxes or edit a table. you need to complete the following steps save the a record by clicking save, save zone file, add record, or similar change your subdomain cname record to point to url. for example, if you want your subdomain url to point to your shopify store, then change your shop cname record to point to url save the cname record by clicking save, save zone file, add record, or similar from your shopify admin, click online store, and then click domains enter your subdomain in the text field. click verify connection in your shopify admin to confirm that your custom domain has been connected to your store your root domain is also added automatically. if you want to connect only a subdomain and not the root domain, then you can delete the root domain by clicking the delete icon next to it in the manage domains section if you've purchased your domain through a third party provider, then you need to edit the following dns settings editing these domain settings might have an effect on other things, such as email forwarding. you can contact your domain provider to find out how any changes might affect your dns settings some domain providers, such as hover, godaddy, google, and 11 ionos, automatically set up your domains for you in different ways you can only have one a record associated with your primary domain. if your domain is already associated with an a record when you edit your dns settings to point your a record to shopify's ip address, then remove the old a record change your www cname record to point to url now you need to verify your connection in shopify click verify connection in your shopify admin to confirm that your custom domain is connected to your store it might take up to 48 hours for your custom domain to point to your shopify store. if you have problems or need help setting up your third-party domain, then you can reach out to your domain provider your third-party domain provider is familiar with the terms related to domains. when you call your provider for support, you can tell them the following information you don't need to assign your subdomain an a record for shopify even if you are using it as your primary domain if you want to set up email forwarding, then you can also tell your third-party provider that you want to use their email client if they have one and need to configure your mx records a subdomain is a subset for your root domain at the beginning of a url. for example, in the url url, shop is the subdomain. the most popular subdomain is you can use subdomains like store and blog to organize your website and make it easier for visitors to find the information that they're looking for you can also set up a third-party domain to have the root domain point to a different website and a subdomain point to a shopify store. for example, you could have url pointing to your shopify store, but url pointing to a different website host troubleshooting this setup is not supported by shopify to connect a subdomain, complete the following steps it might take up to 48 hours for your subdomain to point to your shopify store. if you have problems or need help configuring your third-party domain, then you can reach out to your domain provider if you own a domain from one of the following providers, then click the link to get specific instructions for connecting your domain if you need help pointing your custom domain to your shopify store, then contact your third-party provider's support team. shopify support can't log in to your third-party domain account for you, even if you give your explicit permission after you add your domain to your shopify store, you need to set the primary domain. the primary domain is displayed to customers in their browser's address bar when they visit your online store you can also set up email forwarding from the domain after you add it to shopify.;;

ssl certificates improve online security by encrypting your store's content and publishing it securely using instead of when you add your custom domain to your shopify store, a new ssl certificate is created automatically for example, if your store's url is url, then the url is updated to url when the ssl certificate is issued. customers who use the original url are redirected automatically to the encrypted online store ssl certificates are activated by default in shopify for your store's checkout, and for any content that's hosted on your url domain after you add your custom domain, it can take up to 48 hours for a new ssl certificate to be created. during that time, an ssl unavailable error might be displayed in your shopify admin. a security error might also be displayed in your browser when you visit your online store. if your store still displays a security error after more than 48 hours, then refer to the troubleshooting guide on ssl unavailable errors ssl certificates have the following benefits for your online store if your online store displays content including images, videos, or webfonts that's hosted somewhere other than shopify, then you can verify it on the domains settings page in your shopify admin to make sure it doesn't invalidate your ssl certificate you can take the following actions to make sure your store's online content stays secure http strict transport security hsts is a web security mechanism that ensures that browsers only connect to your online store over a secure connection. using a secure connection prevents certain kinds of network attacks and helps to ensure the safety of your information and your customers' information. hsts is always active on your domain for as long as your domain is connected to your shopify store if you remove a domain or leave shopify entirely, then shopify's hsts policy remains in effect on your domain for an additional 90 days. if you transfer your domain to another platform that uses then you won't need to take any additional steps if you transfer your domain to a platform that doesn't use then for the next 90 days, an error message is displayed in the browser when anyone attempts to visit your domain. the error message might state that the site is not trusted or the certificate is not valid. wait until the 90 day period is over, or consider transferring your domain to a platform that supports you can use on your domain by getting a free ssl certificate from let's encrypt if you have additional questions, then contact shopify support activating ssl certificates for your domain can affect your store's organic traffic temporarily. if you're using webmaster tools like google search console to manage your website, then you can update your domain's sitemap manually and notify search engines immediately when your online store's urls change from http to the process for updating your domain's sitemap is different depending on the webmaster tools that you use this example shows how to update your domain's sitemap using google search console. if you haven't used google search console before, then you need to verify your shopify domain first.;;

before you begin using the shopify fulfillment network sfn, you need to prepare your products and business within shopify. preparing your products in advance helps make sure that the fulfillment centers are ready to receive your inbound transfers, which gets your products ready for fulfillment faster if you're new to the shopify fulfillment network, then follow these steps to get set up if you want to fulfill orders in canada, then there are additional steps you need to complete. learn more about getting started with shopify fulfillment network in canada shipping profiles let you specify which of your fulfillment locations should fulfill an order based on the customer's shipping address. you can use shipping profiles to direct orders to sfn fulfillment centers based on the customer's location if you create a draft order, then make sure that you manually select the desired fulfillment center that you want to fulfill the order. for example, if you want an sfn fulfillment center to fulfill the order, then select sfn as your fulfillment location for more information, read about shipping profiles apps that stock inventory or fulfill orders for you, such as sfn, are considered locations. when you add sfn to your store, it's automatically added as a location. sfn doesn't count towards your account's location limit if a location has shipping rates assigned to it, and can fulfill an entire order, then the order is routed to that location for fulfillment. if no location has shipping rates assigned to it, or can't fulfill an entire order, then the location that has the highest priority oversells the product. overselling is blocked only if inventory is sold out at all of your fulfillment locations if an order can be fulfilled at a single fulfillment location, then the order is routed to that fulfillment location. if the order can't be fulfilled at the location that you set as your first priority, then the other locations are checked for available inventory if inventory from multiple fulfillment locations is needed to fulfill a single order, then the order is split the cart is charged a shipping fee for each location. when no fulfillment center can fulfill an order, and when sfn was the originally intended fulfillment location, the order is placed on hold in the sfn app due to insufficient inventory if the order can't be fulfilled for other reasons, then the order is labeled as unfulfilled in your shopify admin for more information, read about setting up your locations;;

the shopify fulfillment network is in early access and available only for approved businesses. for more information, refer to introducing shopify fulfillment network you can keep track of the inventory you send to the shopify fulfillment network through transfers. create an inbound transfer within the shopify fulfillment network app. then pack and label the inbound transfer according to the shopify fulfillment network's specifications to make sure your inventory is received properly packing and labeling an inbound transfer inbound transfer requirements and best practices;;

there are different ways to contact the shopify fulfillment network for support depending on if you're a merchant or a partner. to learn the best way for you to get support, review the document that applies to you contacting the shopify fulfillment network for support - merchants contacting the shopify fulfillment network for support - partners;;

this page displays the latest information about the shopify fulfillment network's status all fulfillment centers have plans in place to mitigate the impact of covid-19 on business operations that could impact your fulfillment. shopify's priority is to deliver orders to your customers, while maintaining a safe environment for employees. regular updates will be sent as business circumstances evolve the shopify fulfillment network is fully operational at this time. email updates will be sent if there are any interruptions shopify's fulfillment centers are still open because shipping and fulfillment is considered an essential service. the government has currently only mandated closures for non-essential service all fulfillment centers have plans in place to mitigate the impact of covid-19 on business operations that could affect your fulfillment. these plans include the following measures business owners can still contact the fulfillment success team via email. the fulfillment success team works remotely and won't be traveling until it has been identified as safe to do so shopify is continually evaluating the state of business and transport. if employee or public safety is at risk by continuing business at any of our fulfillment centers, then you'll be contacted immediately to talk through the services available through our network. shopify is working closely with each fulfillment center based on the guidance from the world health organization and centers for disease control if a fulfillment center is required to close, then the fulfillment success team will work with you directly on next steps. at this time, we don't recommend moving your products yes, the shopify fulfillment network is accepting inbound shipments. the fulfillment success team will let you know if anything changes being transparent to your customers about potential shipment delays helps your customers know when to expect their shipments, which can help reduce any support debt consider taking the following actions this page will be updated as new information becomes available, and the fulfillment success team will email you if there are any changes for you to be aware of. if you have any questions, then contact the fulfillment success team from the overview tab within your shopify fulfillment network app shopify is continuing to onboard merchants to the shopify fulfillment network. if anything changes, then the fulfillment success team will be in touch the shopify fulfillment network is accepting new merchants. if you want to get started, then apply now all shipping carriers are operational, but some are running with reduced service levels on certain routes. for individual carrier updates, visit their website many carriers can't deliver to certain countries at this time. for a list of affected countries, refer to usps's international service disruptions orders from these countries cannot be processed by the shopify fulfillment network. consider removing these countries from your shipping zones so that you don't receive orders that can't be fulfilled.;;

shipping rates are what you charge your customer in addition to the cost of the products that they order. the cost of any shipping rates are added to a customer's order at checkout you can choose a variety of shipping rates and methods to appear as options for your customers, or keep it simple and provide a single option when you create shipping rates, you can also specify any restrictions or rules around which shipping methods are available based on the contents of the customer's cart flat shipping rates are specific shipping amounts that you charge a customer based on their order for example, if you want to charge 5 for shipping each time a customer places an order, then you would set up a 5 flat shipping rate the benefit to flat shipping rates is that you have control over precisely what a customer is charged at checkout general rates provide a flat rate shipping cost regardless of what is in the cart for example, if you want customers to be able to choose between regular shipping costing 5 or expedited shipping costing 15, then you would set up two general flat rates, one for each option these two rates then appear as options in your checkout for any customer's order priced-based rates let you set minimum and maximum cart values for your flat shipping rates for example, suppose that you wanted to charge different rates for orders below and over 50. using priced-based rates, you could set a flat shipping rate of 4 for orders under 50, and a flat shipping rate of 10 for orders over 50 using the example above, a customer with a cart valued at 35 would have only the 4 shipping option appear at checkout weight-based rates let you set minimum and maximum cart total weights for your flat shipping rates for example, suppose that you wanted to charge different rates for orders below and over 5 kg. using weight-based rates, you could set a flat shipping rate of 7 for orders under 5 kg, and a flat shipping rate of 15 for orders over 5 kg using the example above, a customer with a cart that has a combined weight of 7 kg would have only the 15 shipping option appear at checkout any flat shipping rate can be made into a free shipping rate by setting the shipping cost to 0. for example, if you want to offer free shipping on all orders, then you can create a general flat shipping rate with a cost of 0 instead, if you wanted to offer free shipping on orders over 100, then set up a priced-based flat rate of 0 for orders over 100 calculated shipping rates are shipping costs that are provided by any shipping carriers or apps that you add to your store when a customer reaches checkout, their cart information is sent to the shipping carrier or app, and they return what you should charge for shipping the benefit of carrier-calculated shipping rates is that you can pass on the exact cost of shipping an order directly to the customer depending on your store's shopify subscription plan and location, there are certain shipping carriers you might be able to add directly to your shipping settings shipping carriers can use any of the following when determining how much to charge for shipping for example, suppose that a customer from washington d.c., usa reaches the checkout with a 1 kg order. your store is located in ottawa, canada and your default box size is 5 x 7 x 7 weighing 0.375 kg. if you connect your shopify account with canada post, then canada post calculates the possible shipping options for your customer based on the order criteria, and provides them at checkout for the customer to choose from apps can also provide calculated rates if the carrier that you ship through uses an app to integrate with shopify, or you need a more advanced shipping setup to see all available shipping apps, visit the shopify app store you can set up local pickup and local delivery options for customers who are close to your business if your business offers delivery, then you can create a local delivery method for your customers to choose at checkout. you can set a delivery fee and minimum order amount specify the availability of your delivery by listing postal codes or choosing a radius around your business location. if a customer's address has a listed postal code or is within the radius that you set, then they will have the option to choose local delivery as a shipping option at checkout for more information, refer to setting up local delivery for online orders you can give your customers the option to come to your business to pick up their order. this is a good way to let customers save on shipping costs, and lets you create a more branded experience for your customers. you can provide pickup instructions and let customers know when they can expect their order to be available for more information, refer to setting up pickup for online orders the shipping settings that you use affect what your customers see at checkout after you've set up your shipping rates, you can place a test order using your own checkout to see what options your customers have and make sure that your rates are appearing correctly as soon as your customers reach checkout and enter a shipping address, their shipping methods are displayed. although you can create many shipping options, each customer is shown only those applicable to their order. the cheapest option is shown as the default your customers won't see their shipping methods until they enter a delivery address if your customer leaves the checkout page to change the contents of their order, then their shipping rates might change. since most shipping rates are calculated based on an order's weight, any significant changes to its contents can make the original shipping rate inaccurate. when your customer returns to the checkout process after changing their order, they're redirected back to the same step of the checkout process. they won't receive the new, recalculated shipping rate until they're ready to complete their purchase customers who enter a shipping address in a region that isn't included in your shipping zones receive a notice that there is no shipping rate available for their region if your customers are checking out by using paypal express, they are first taken to the paypal page to enter their credit card information and billing address. after this step, they're shown available shipping methods you might want to inform your customers that they will encounter this intermediate step if they're using paypal express. an easy way to do this is to create an information page and link it to the footer of your store.;;

the shopify organization admin is only available to the shopify plus plan you can access the shopify organization admin by logging in to a store in your organization. if you have organization-level access, then the global navigation menu is displayed in its collapsed state next to your store's menu. when you position your cursor over the global navigation menu, it expands. the global navigation menu enables you to access and manage components of your organization, such as users and stores the menu items that are available to each user depend on which organization tool and administration accesses that each user has been given. even if a user has access to a store, for the global navigation menu to be available to them, they must be given at least one organizational access when you are in the shopify organization admin, the global navigation menu is expanded. when you are in a store's shopify admin, the menu is collapsed store identifiers appear as a two-letter abbreviation in the global navigation menu. by default, the store identifiers are based on the first letter or letters of a store's name. when the global navigation menu is collapsed, only the identifier for each store is displayed. if you have several store identifiers that are the same, then you can change them to make the stores easier to identify. in addition, you can change the internal store name so that it is more specific than the external store name. changing the internal store name does not affect what appears in your store or in any customer communications store identifiers are used by partners, users, and store staff to identify stores in your organization. verify that the store identifier is meaningful so that these users can select stores easily if you change the internal store name andor the store identifier, then the new value must be unique. you can't use a value that already exists in the organization the global navigation menu displays the new identifier. if you also changed the internal store name, then it is displayed, too.;;

shopify education partners create courses that can help you launch and grow your business. the courses cover a wide range of best practices and topics, including how to source products, design your store, and find customers. to know whether a course was created by a shopify education partner, look for a shopify education partner approved course badge. courses with this badge have been reviewed and approved by shopify shopify-approved courses have many benefits the following courses have been approved by shopify. courses are organized by the language of instruction. if a course isn't listed here, then it hasn't been approved by shopify most of the courses offered by shopify education partners aren't free. depending on the course, they might require that you pay either a one-time access fee or a monthly subscription fee if you run a course and want to have it listed here, then see becoming a shopify education partner.;;

the shopify organization admin is only available to the shopify plus plan there are two types of accesses at the organization level tools accesses and administration accesses. tools and administration accesses enable users to make changes to all the stores in your organization, including stores where those users don't have permissions at the store level for example, if you have four stores in your organization, then you can give a user the flow access, and access to only one of the four stores. in this case, that user can create and edit workflows for all four stores and not just for the store where that user has access tools and administration accesses are separate from store permissions. some accesses let users do things that can't be done from a store's shopify admin, such as create a new store. other accesses let users perform actions that typically only a store's owner can perform, such as give users access to a store the following table describes the different tools accesses enables the user to view sales and order data. a user with this access can perform the following tasks a user with this access can view the data on the overview page for all stores in the organization without access to specific stores. to view detailed reports in a store's shopify admin, the user must have the reports permission for that store enables the user to manage workflows across all stores. the following table describes the different administration accesses enables the user to manage other users in your organization. the user management access doesn't let the user change a store's owner. only a store owner can transfer ownership, and ownership can only be transferred from within the store the organization owner is given the user management access by default. you can't remove this access from the organization owner enables the user to manage the stores in your organization. a user with this access can create new stores and approve any additional plan fees that might be needed for the store. for example, if you create a store that isn't covered by your contract, then a user with the store management access can approve the fee for the new store this access does not enable users to approve the following fees;;

to use shopify flow at the store level, download the flow app from the shopify app store to see more videos, visit our youtube channel to create these automations, you choose triggers, conditions, and actions to use flow at the organization level, go to the flow page in the shopify organization admin if you have flow organization-level access, then you can perform the following actions across all the stores in an organization with flow this access lets users manage workflows for any store, without needing to log in to each store individually if you want to give users access to flow for a specific store only, then you can install the flow app in that store and grant them store-level access to the app, rather than organization-level access to flow because flow is available at the organization level, uninstalling the flow app on a specific store doesn't automatically disable workflows for that store. to stop workflows from running on a specific store, you need to turn off these workflows manually. you can do this in either your shopify admin using the flow app before uninstalling the app, or in the shopify organization admin on the flow page.;;

the shopify education partners program supports high-quality partner-produced courses that teach merchants how to launch or grow their business. becoming an education partner can help you refer new merchants to shopify and improve your potential to earn revenue through the shopify partner program as an education partner, you can add the shopify approved course badge to your course materials. to become a shopify education partner if your course is close to being eligible, then you'll be provided with an audit report with feedback for improvement. after you've made the suggested changes, you can re-submit your course for a final review if your course is approved, then you'll be provided with the terms of use for the shopify approved course badge. after you agree to the terms of use, you'll be given the badge to add to your course materials your approval is valid for one year from the issuance date after one year, shopify's education partner manager will be in touch to provide you with a list of changes that might need to be made to your course and guide you on how to resubmit the course for review. this process is to ensure that your content is up to date and continues to meet both our program and standard industry requirements.;;

the shopify organization admin is only available to the shopify plus plan from the stores section of the shopify organization admin, you can manage all stores in your organization. to access stores, you need to have the store management organization-level access store management includes the following tasks viewing stores in your shopify organization admin creating stores in your shopify organization admin;;

the shopify organization admin is only available to the shopify plus plan from the users section of shopify organization admin, manage what your users can do within your organization. user management includes the following tasks adding users to the shopify organization admin managing roles in the shopify organization admin viewing users in your shopify organization admin tools and administration accesses for the shopify organization admin;;

the shopify organization admin is only available to the shopify plus plan the overview dashboard in the organization admin provides top-level information about the performance of the stores in your organization. users who have the overview access can see metrics and trends at a glance across all stores by default, the date range for the metrics that are displayed on the overview dashboard is set to today. at the top of the page, you can select other date ranges, including a range for black friday and cyber monday. sales are shown in the time zone of each individual store the overview dashboard is divided into two sections the section at the top of the page combines the analytics across all the stores in your organization, and it includes the following information total sales - the total sales of all the stores in your organization. this value is calculated using the following formula total sales gross sales excluding gift card sales - discounts - monetary returns taxes shipping charges because negative values, such as discounts and returns, are included in this calculation, the total might be a negative value. for example, if you have more returns than sales in the time frame shown, then the total sales amount for that time frame is a negative value total orders - the total number of orders for all the stores in your organization. the orders in this section don't include orders that only contain gift cards by default, the currency shown in this section is set to the currency of the store in your organization that has the highest sales. you can change the currency by clicking the icon above the total orders section and selecting your preferred currency the store details section shows tiles for every store in your organization not including development stores listed according to gross revenue. if you have more than six stores in your organization, then you can use the arrow buttons at the bottom of the page to display the next or the previous page. if you want to view analytics for a specific store, then you can search for the store by entering the store's name into the search for a live store field each store tile shows the following information total sales - the total sales for the store. sessions - the number of sessions, where each session is a period of continuous activity from a visitor total orders - the total number of orders from the store. the orders in this section don't include orders that contain only gift cards conversion rate - the percentage of sessions that resulted in orders over the total number of sessions. if you select the time range today or 24 hours, then the conversion rate is compared to the average rate from the previous day average order value - the average value of the orders for the time period. the currency that appears in the store tile is the store's currency. you can view a conversion to the currency used in the all stores section by hovering your mouse over the total sales value clicking any of these links takes you to the corresponding report in the store's shopify admin clicking view dashboard takes you to the overview dashboard for that store.;;

the shopify community has many ways to get involved, learn more about running a business, and connect with other entrepreneurs. review the list below to learn more about what resources are available to you;;

some merchants build their own shopify stores, but many prefer to hire someone else to do the initial store setup. as a shopify partner, you can build a new store on your client's behalf, and then transfer ownership of that store to them you can charge your clients a fee you both agree upon to build their store in addition, when you build a development store and then transfer it to a client, shopify pays you a percentage of the client's monthly subscription fee. this payment is your development store referral commission. refer to shopify partner earnings for information about how this commission is calculated and any applicable terms shopify partners shouldn't build stores using shopify free trials. you can only earn a referral commission when you transfer a development store to a merchant many partners maintain long-term business relationships with clients, even after transferring a store. clients can focus on their core business by delegating technical tasks to partners like you. building a store for a client is often the start of an ongoing collaboration getting started - learn how to get started building a shopify store on behalf of a client creating a development store - learn how to create a development store that you can later transfer to a client store setup basics - learn the basics of setting up a shopify store for a merchant who's just getting started selling online transferring store ownership - learn how to transfer ownership of a development store to a client what to do after your project is complete - learn how shopify partners continue working with merchants to add value and build their businesses.;;

shopify's apis provide an almost unlimited set of possibilities for interfacing the shopify platform with third-party software there are two ways you can make money building apps for shopify stores dive into making your first shopify app with our getting started guide. we'll walk you through the process of getting an api key, creating a test shop and playing around with the api if your app meets shopify's requirements, you can start selling it in the shopify app store. after your app is approved, follow our tips for success with your new app shopify's billing api makes it easy to bill customers with recurring monthly charges or one-time purchases. you can find detailed revenue and installation metrics for each of your apps on the apps page in your partner dashboard.;;

shopify is not currently accepting new theme submissions a theme is the presentation layer or template that determines how an online store looks and feels. a theme is composed of a design style and layout, which together defines the customer experience. shopify themes are built using html, css, javascript, and a templating language called liquid. to learn how to create a shopify theme, refer to building themes to sell themes in the shopify theme store, you need to become a theme partner. for information about becoming a theme partner, refer to our submission and approval guidelines all themes in the shopify theme store must meet certain code, uxdesign, content, and demo store requirements. shopify provides a set of checklists that outline these requirements. for more information, refer to theme requirements for shopify's theme store.;;

shopify isn't only for ecommerce you can also offer your clients a full retail experience with shopify pos. shopify pos is a user-friendly ipad app that lets merchants make sales in store. you can run it on its own, or sync it with an online shopify store to track all your client's online, mobile, and in-store orders in one place we've assembled this collection of videos and articles to help you get your clients running shopify pos in their stores shopify pos integrates with a cash drawer, ipad stand, barcode scanner, receipt printer, and credit card reader if you want to resell the pos hardware for profit, you can use the hardware reference numbers to acquire the hardware from a distributor like bluestar that can dropship the product for you if you don't want to resell the pos hardware, it can be purchased at the shopify hardware store as a complete kit or piece by piece if you want to build the store for your merchant, you can create a development store to do so when you build an online store for a merchant, you are also building their pos system. the merchant just needs to download the shopify pos app and use their shopify credentials to log in and explore. shopify pos automatically syncs with the merchant's online store you can help merchants learn to use shopify pos by booking them an introduction to shopify pos webinar, or connecting them to one of our pos specialists who can answer any questions they might have the shopify admin is where merchants manage their pos system. they can access their shopify admin from any browser to keep track of their customer information, shopify account, and product inventory here are some common tasks to review before using the shopify pos app the shopify pos app handles all customer-facing activities and in-store settings. you can provide the merchant with a link to the shopify pos documentation so they can learn about using the app if you have a client who is interested in shopify pos, then provide them with your affiliate link when they sign up for a shopify account. you can find your affiliate link on the referrals page of your partner dashboard please contact partner support if you have any questions or if you come across anything that isn't mentioned on this page.;;

this is your source for templates, logos, banners and more. you'll find everything you need to build up a business as a shopify partner how to pitch shopify to your clients migrating clients to shopify from another platform;;

when the job is done, you or the expert can mark it as complete. the job will then appear as completed on the jobs page of the experts marketplace if the expert is working on an accepted proposal that isn't linked to a specific store, then you can't mark it as complete in the experts marketplace. the expert can still request a review marking jobs as complete helps you and the expert keep track of the work that is done. it also helps improve matching you with the right experts if you create a new job if an expert marks a job as complete, and you don't agree that the job is complete, then you can decline the request. you can then contact the expert to discuss the job further after the expert marks a job as complete or you pay the invoice for a job, you have the option to leave a review. an expert might also request a review from you for work completed outside of the experts marketplace your review is shown on the expert's profile in the experts marketplace. sharing your experience helps others hire the right expert based on the expert's job ratings and reviews when you leave a review, you can rate the expert's communication and quality of work. you can also leave testimonials and mention the cost of the job the following best practices can be helpful when leaving reviews if you have another job and want to work with the same expert, then you can contact them again your conversation opens in the messages tab if you worked with the expert on an accepted proposal, then you can contact the expert by opening your conversation in the messages tab if you haven't done so yet, you can pay the expert's invoice.;;

the experts marketplace connects you with shopify experts who you can hire for complicated or difficult tasks related to building your business when you contact an expert, you're not committed to hiring them. you decide whether you want to work with them before working with an expert, be prepared to describe the requirements for your job. the following best practices can be considered when planning to hire an expert there are three ways you can contact experts within the experts marketplace find experts answer a few questions about your business and work you need to have done. the experts marketplace recommends up to six experts that can help you with your job. you can select one or more experts to contact. before you send a message to the selected experts, you can add details about your business, any problems that you're facing, and your goal if you need an expert to do work that is not covered by the questions, then you can click i need something else and create a job instead the find experts pathway is currently being rolled out in the experts marketplace. you might not have access right away browse services browse the available services in the experts marketplace and discover experts who offer the service. if you find an expert that you're interested in working with, then you can contact them to discuss your needs create a job create a job to get matched with an expert that is best suited to your needs. you can select the service that you need to have performed, and then provide additional details to help the expert to understand what you need. after your job is created, the job details are sent to up to six experts. experts that are interested in your job can then contact you with more information. you can create a job only if you already have a shopify store you can view expert prices in your local currency by changing the display currency at the bottom of the page. if you're browsing services, then you can filter experts by price and view starting prices in your selected currency. however, the proposals and invoices you receive from experts are in usd. you will be charged for services in usd when you contact an expert, you're prompted to log into the shopify experts marketplace. after you log in, you can access and manage all of your experts marketplace messages, proposals, and jobs. you can log in to the experts marketplace with your shopify account. if you don't have a shopify account, then you can create one. you don't need to create a store to create a shopify account when you contact an expert or create a job, the information about your request is sent to the expert as a message. the expert might respond with questions about your budget, timeline, and the expected results. you should share as much detail as possible so that the expert can create an accurate proposal. when the expert has the information that they need, they can send you a proposal. if you are satisfied with the proposal, then you can accept it and the expert can start working you can access your messages with experts in the messages tab of the experts marketplace when the expert has the information that they need about your job, they can send you a proposal. a proposal outlines details about job requirements, timelines, and cost. a proposal also acts as a record that you can reference in experts marketplace the expert should include as much detail as possible in the proposal. this includes outlining specific pieces of work and a timeline of milestones make sure to also define a process for requesting job changes with the expert. requests for even small adjustments can have an impact on deadlines and costs. all changes should be agreed upon as early as possible before they're incorporated into the job if you receive a proposal that's missing important information, then you can decline the proposal and ask the expert to revise it. provide feedback so that the expert can send you a new proposal you can accept or decline a proposal from your conversation with the expert in the messages tab of the experts marketplace to accept the proposal, click accept proposal at the bottom of the proposal outline if you have a store linked to your shopify account, then you're prompted to select the store that the work will be done for. if the work is for a new store, then select new store if you select a store, then a job is created. you can access your job from the jobs page of the experts marketplace, or by clicking on it in the proposals and jobs pane if you don't have a store linked to your shopify account, or you selected new store, then the proposal is marked as accepted but no job is created. instead, you can review the accepted proposal by clicking on the proposal message or by clicking on the accepted proposal in the proposals and jobs pane if you change your mind after you accept a proposal, then you can close the job from the jobs page and contact other experts about the job to decline the proposal, click decline proposal at the bottom of the proposal outline. if you decline a proposal, then you're prompted to provide a reason it depends on what you and the expert agree on and if you're ready to work together. talk to the expert about payment terms and make sure that the terms are included in the proposal. learn more about paying experts after you accept an expert's proposal, you can work with the expert to get the job done.;;

when an expert sends you an invoice for your job, you can pay it securely from your shopify admin. if the expert was working with you on an accepted proposal that isn't linked to a specific store, then they'll send you an invoice outside of the experts marketplace. you won't be able to pay the invoice in shopify when working with an expert, you should both agree on how you'll pay for the job. you can discuss whether to pay a fixed price or an hourly rate. depending on the expert and the job, one option might be preferred over the other this is a good choice for jobs with a defined or limited budget. paying a fixed price doesn't mean you have to make a one-time payment. you can divide it up according to progress or milestones. for example, you might make smaller payments upfront, halfway through the job, and when the job is done this is a good choice for large jobs that have long-term deadlines. you'll be billed based on the amount of hours required to complete the job. it typically involves regular invoices that reflect hours worked during a time period experts can send you an invoice within experts marketplace. you can then pay the invoice with your existing payment method on your shopify account only store owners can pay invoices. if you're not the store owner but were working with an expert in the experts marketplace, then you'll receive the invoice, but you won't be able to pay it. you need to share a link to the invoice with the store owner, who can then pay the invoice in the experts marketplace if you receive an unsolicited invoice, you should refuse it and report it to shopify support. this informs shopify of any potentially malicious action by the expert you can refuse the invoice and let the expert know that the payment was too large for your credit card. the expert can send you multiple invoices in smaller amounts if you have an issue with an expert or the results of your job, refer to handling disputes if you haven't done so yet, mark the job as complete and leave a review.;;

find answers to some common questions about shopify's cross-border solutions to sell in multiple currencies, you need to have shopify payments enabled in your online store. once you have enabled the currencies you want to support, you can add a currency selector to your online store read our guide on selling in multiple currencies for more information you can enable multiple languages from your shopify admin. if you want to translate the content of your online store, then you can use a compatible third-party app. when customers visit a translated url, your store automatically shows the translated version if the page has been translated. otherwise the default language of your store is shown. customers can browse your store, checkout, and receive notifications in their local language. there are requirements to selling in multiple languages so consider reading this help page to find out more information to start, you can enable multiple languages from your shopify admin. after you install both a third-party translation app and the geolocation app your online store can make language and currency recommendations to customers based on their geographic location, and browser or device language. customers can now browse your store, checkout, and receive notifications in their local language and currency. if you don't follow these steps, then the default language and currency of your store will be displayed. there are requirements to selling in multiple languages, so consider reading our doc on multilingual online stores for more information yes, multi-currency is available on the advanced plan you can send an email or update an existing newsletter to let your subscribers know about shipping delays. you can also create an announcement bar to share shipping updates with your customers on your online store many shipping carriers are currently experiencing changes in service due to covid-19. to get the most recent updates, check out the shipping carrier status page.;;

in addition to setting custom price rounding rules and manual exchange rates, you can also control your international pricing by setting separate product prices and price adjustments for countries and regions setting the product price lets you specify the price for any product in any country or region, using the product csv file price adjustments are percentage increases or decreases to the base prices of your store. the price adjustment applies to all products sold to customers in a country or region only stores using shopify payments can use this feature. for a list of supported countries, refer to shopify payments requirements the features that you can use to customize your international pricing model depend on your shopify plan if you downgrade to the shopify plan, then all country prices are deleted from your store if you downgrade to the basic shopify plan, then all price adjustments and rounding rules are deleted from your store currency conversion fees apply to all multiple currency orders for more information, refer to conversion fees international pricing is determined based on the customer's shipping address and not the currency that the customer uses to pay for their order. this means that if a customer chooses to ship to a country or region that differs from the one selected on the storefront, then their prices change to match their shipping destination at checkout. this behavior is also known as a checkout restriction. if you use a payment method that doesn't support checkout restrictions, then buyers are able to checkout in any currency that you have enabled, even if it doesn't match their shipping address checkout restrictions will only apply to physical goods that require a shipping address. a buyer can choose to pay for digital goods in any currency if the customer is shipping to a country or region that you haven't added in your shopify admin, then the prices that the customer selected reverts to your shop's base currency the following table lists the primary gateways for shopify payments and their level of support third-party primary gateways are not supported. however, you can use the bogus testing gateway to simulate international pricing orders only gateway methods that use the shopify cart page and checkout work with international pricing. if you're using buy now dynamic checkout buttons directly from the product page, which includes apple pay and google pay, then the cart is bypassed and your international prices are not applied. to avoid this situation, disable buy now buttons on your product pages if you are using international pricing setting price adjustments for countries or regions is available only to stores on the shopify, advanced shopify, and shopify plus plans setting a price adjustment lets you increase or decrease the price of all products for a specific country or region. price adjustments are shown as a percentage, meaning that an adjustment of 100 doubles the price of the item, and an adjustment of -50 reduces the price of the item by half when setting price adjustment, the swiss franc currency is supported for switzerland as a country, but liechtenstein is not supported you can use price adjustments together with manual exchange rates. for example, if you have a product priced at 20 in your store currency of usd and you set the rounding rule to 0.99 for all currencies, then you can control the pricing in cad in any of the following ways you can also create price adjustments for a country or region using the pricelist api setting product prices by country is only available on the advanced shopify, and shopify plus plans you can set individual product prices and compare-at prices for each country or region that you have enabled in your shopify payments multiple currency settings. the prices are imported from a csv file, which contains all of the details for some or all of your product line. if you're using a third party app or integration, then you can create set product prices for a country or region using the pricelist api to add product pricing, first export a csv file for the products you want to price by country. the csv export file contains additional columns for product prices and compare-at prices for every country or region that you have enabled, using valid country codes. you can modify the csv file to add your prices, and then import the csv file to your store for more information, refer to using csv files from your shopify admin, you can export a csv file, containing columns for prices and compare-at prices for each country and region that you have enabled if you want to export only some of your products, then you can filter your product list to view and select specific products for export for more detailed instructions, refer to exporting products you can modify the product csv file that you exported from your shopify admin to add prices for countries and regions. if you want to remove an existing product price for a country, remove the value from the column, and then import the csv file. if you remove an entire column for a country or region that you have enabled, then the existing price remains unchanged upload your product prices exactly as you want them to appear for each country or region if you use location-based tax settings to include or exclude taxes based on your customer's location, then be sure to review the countries or regions that include taxes in their prices by default. if you have a tax obligation when you sell into these countries or regions, then upload your product prices to include the local tax rate the following image shows a sample section of a csv file with product pricing for separate countries countries and regions are expressed by 2-digit country codes after you have modified your product csv file to add and clear product prices, you can import the file to your shopify admin. your product csv file doesn't have to contain complete product information, but at a minimum, it must contain handle, title, variant option columns, and the country price columns you want to import for more detailed instructions, refer to importing products with a csv file to view your country-based product prices, check your storefront. you can't preview the country-based product prices in your shopify admin. you need to have a supported country selector, such as the geolocation app, in order to preview your prices in different currencies for different countries if you sell internationally, then you can include or exclude taxes in your product prices based on your customer's location. customers in some countries, such as the united kingdom, expect prices to include taxes, while customers in other countries, such as the united states, expect taxes to be added at checkout to display your prices as buyers in different countries expect them, enable location-based tax settings in your admin if you've set up tax registration for a country or region, then shopify automatically includes the local tax rate in your storefront prices for the following countries and regions. all other countries and regions have their prices displayed without taxes included learn more about including or excluding taxes based on your customer's location if you're setting specific prices for products and have location-based tax settings enabled, then upload your prices exactly as you want them to appear and to be charged. shopify won't make any adjustments to specific prices. prices for countries and regions in the previous list should be uploaded with the tax included adding international prices doesn't set up your shipping rates or shipping zones automatically if you previously restricted some products from being shipped to certain countries or regions before setting up your international prices, then you need to ensure that those products now have a valid shipping method to those countries or regions in your shipping profiles if a product doesn't have a valid international shipping method, then customers might not be able to complete their purchase at checkout you can allow your buyers to switch countries or regions with the geolocation app, as well as offering currency and language defaults for different countries or regions with international domains draft orders often represent a different price or currency to a buyer based on prior agreements with a merchant. for this reason, draft orders continue to be charged exactly as you set them to be in the admin checkout restrictions mean that buyers must check out in the currency that matches the country or region of their shipping address. if a buyer tries to checkout with a price that differs from their shipping location, then the price is switched to their local price at checkout. be aware that checkout restrictions don't work with some gateway methods on the advanced shopify and shopify plus plans, yes. if you use price adjustments for a country or region but then set specific prices for part of your catalog, then the price adjustments apply only to products that you have not set a specific price for using a csv upload the sale will reverts to the base currency and price of your shop. if you don't want this to happen, then disable the unsupported payment providers the following country codes are valid for international pricing in csv files.;;

currency conversion occurs at the time of the transaction, such as when you capture a payment, you issue a refund, or there is a chargeback. the currency rate that is used is always the rate at the time of the transaction you can see the breakdown of a transaction in an order's timeline your store has three types of currencies currency rates are always fluctuating. whenever there is a time delay in processing payments or refunds, there is a possibility that you might lose or gain money because of currency conversions you can lose or gain money in the following situations if you sell subscription products and sell in multiple currencies, then the currency conversion rate stays the same as the first order that your customer places. to learn more about subscriptions, refer to subscriptions when you sell in multiple currencies, your online store prices are converted to your customer's currency. the prices in your store change automatically with market exchange rates. you can't set prices for your products manually in different currencies when you fulfill a multi-currency order, line item prices are converted into your store's currency. because these amounts are approximate conversions from your customer's currency and can fluctuate based on the exchange market, they might differ from the total amount captured your prices are converted by multiplying the store price by the currency conversion rate, adding the conversion fee, and then applying the rounding rules for that currency if applicable. your converted prices include your currency conversion costs. for example, when a 10.00 usd product is converted to euros, the converted price of 8.90 includes the currency conversion rate and conversion fee if you have rounding rules enabled, then the total is rounded up to 8.90 on the shopify, advanced shopify, and shopify plus plans, you can set the exchange rate manually. this allows you to lock in a fixed rate for each currency you have enabled, and you won't have to worry about fluctuating exchange rates. your prices won't change with the market rates when using manual conversion rates, you might gain or lose money depending on your variance against current market exchange rates a conversion fee applies to your currency conversion. if you want to include this fee in your manual rate, then multiply your rate by the conversion fee for your store's country. for example, a usd to eur exchange rate with a 1.5 conversion fee might look like this 0.90867 x 1.015 0.9223 you can enable manual rate conversions from your shopify payments settings during the currency conversion process, your prices can be rounded to avoid inconsistent price endings. your converted prices change based on the currency exchange market, but the rounding rules help keep your prices stable rounding rules don't apply to shipping rates or gift cards you can enable rounding rules, and then preview converted prices from your shopify payment settings if your store is on the shopify, advanced shopify, and shopify plus plans, then you can control prices for different countries or regions using international pricing. this lets you to set a percentage price adjustment for a country or region, or upload specific international prices for each product in your store when using international pricing, you might gain or lose money depending on your variance against current market exchange rates a conversion fee applies to orders made in different currencies. you should account for this fee in your product prices and adjustments custom rounding rules are available only on the shopify, advanced shopify, and shopify plus plans custom rounding rules give you more control over the price endings for your converted prices. for example, you can choose to have all your usd prices end in 0.99 and all your eur prices end in 0.90. your converted prices can fluctuate based on the currency exchange market, but the custom rounding rules help keep your prices stable you can select from a list of custom rounding rules in your shopify payments settings. you must have rounding rules enabled before you can apply custom rounding rules when you sell in multiple currencies, the amount that you receive as payments is based on the currency rate at the time that you charge the customer's credit card. if you capture payments manually, then your customer's credit card is charged when you process their order, and not when the customer submits the order. the currency exchange rate might change between the time of authorization and the time you capture your funds manually, and this can result in a small discrepancy in your shopify admin, orders in different currencies are converted to your store currency so that it's easier for you to report your sales. until you charge the customer for their order, the converted values are estimates for example, your store's currency is usd and you sell in usd and eur. your customer creates an order for a 90 bookshelf. when they submit their order, 1 usd is equal to 0.90 eur a few days later the currency rate changes and 1 usd is now equal to 0.85 eur. you charge your customer's credit card for 90 eur. because the currency conversion rate changed and 1 usd 0.85 euro, the 90 converts to 98 usd. there is often a time gap between when a customer creates an order and when they make a return. as a result, the converted amount that you receive for the order usually doesn't equal the converted amount that you give back in the refund. we recommend that you refund the full amount that the customer paid in their local currency. this means that you might lose or gain money due to currency conversions. learn about refunding orders when selling in multiple currencies when a cardholder initiates a chargeback, currency conversions are applied using the conversion rate at the time of the transfer of funds and not the conversion rate at the time of the order shopify converts the amount being refunded, credits the disputed amount to the cardholder, and then pays the fee to the cardholder's bank on your behalf, subtracting the amount being refunded from your next payout. you are not charged a conversion fee for this currency conversion if you dispute the chargeback and it's resolved in your favor, then the amount disputed in the chargeback is refunded to you and you are refunded the chargeback fee based on the current conversion rate learn more about how chargebacks are processed only shopify payments can process payments in your customer's local currency. if your customer selects a local currency, and chooses a payment option from another payment provider, then the price your customer pays is converted into your store currency. as a result, the price that your customer pays is more than the product price in your store currency for example, your store currency is usd, and you sell a t-shirt for 10 usd. your customer chooses to view your store using eur, and the price of the t-shirt is listed at 8.90 eur. if your customer checks out using a payment provider other than shopify payments, then the price of the t-shirt is converted from eur to usd, and your customer might pay more that 10 usd for the t-shirt. there are no currency conversion fees applied when the currency is converted from usd to eur, and the order page doesn't indicate that the order is a multi-currency order if your customer checks out using shopify payments, then their payment is processed in their local currency. if you have rounding rules enabled, then shopify rounds the total up and your customer pays 8.90 if you want to encourage your customers to use shopify payments, then use shopify scripts to hide other payment providers for customers who choose a foreign currency at checkout most currency conversions occur between your customer's local currency and the currency of your store. if your store currency is different from your payout currency, then currency conversions occur between the customer's local currency and your payout currency.;;

not all shopify merchants and partners are subject to the ccpa. the ccpa only applies to businesses that collect personal information of california residents, and that meet one of the following conditions businesses are not subject to the law if they do not have a physical presence in california and their commercial conduct takes place wholly outside of california. if you're using shopify to power your online store, then this exclusion likely does not apply to you certain requirements, such as the obligation to offer opting out of sale of personal information, apply only if you sell personal information of california consumers. see the sale of personal information and opt-out of sale sections for more information we can't give you legal advice about which laws may apply to your business, but we can provide you with some data on how your business uses shopify so that you can answer this question yourself to find data on whether your business meets these thresholds, download shopify's ccpa whitepaper in english.;;

shopify does not believe that it sells consumer personal information under the ccpa. to provide its services, shopify might share information with other service providers. for example, shopify provides its service in part by storing information with its cloud storage providers. these service providers are bound by contract to perform only the services requested, and prevented from using the information for their own purposes or sharing it any further. because shopify does not believe that it sells personal information, it's not necessary for you to opt out of the sale of your or your customers' personal information merchants and partners should consider whether they sell personal information and need to offer an opt-out of sale for more information on shopify's ccpa position, download shopify's ccpa whitepaper in english.;;

countries and regions around the world have introduced regulations that dictate how businesses collect, handle, and share their customer's data. collecting customer data, especially cookie data and other data related to browsing activity, is essential to merchants looking for insights on their customer's behaviour. this data also helps merchants advertise to customers on third-party marketing platforms to help merchants comply with these regulations and build trust with their customers, shopify provides a variety of apps, features, and developers tools you can install the customer privacy banner app created by shopify, or browse the shopify app store for third-party privacy banners when making a decision about what your business needs to do to comply with various privacy regulations it's important to consult with your lawyer to improve your marketing campaigns, your customer data is used to optimize and personalize the ads targeting existing and prospective customers. ad networks require personal information about your customers to match those same customers in their network this personal information might include email addresses, phone numbers, ip addresses, names, mailing addresses, and third-party tracking cookies. if any of this personal information matches users in the ad network's database, then ads can be targeted towards those users, or that information can be used for marketing attribution to determine when a campaign should take credit for a sale when you share your customer's personal information, make sure that you do so with a marketing partner that you trust. it's important to tell your customers how you share data, and to decide what type of data, or how much data, you want to track and share. make sure that your privacy policy is up to date to provide this information to your customers some partners or channels, such as facebook, let you to customize the type and amount of data you track and share under the european union's general data protection regulation gdpr, european customers visiting your online store must give consent before they can be tracked. the most common way of tracking customers to your online store is using browser cookies. these browser cookies are referred to as non-essential cookies and must be limited in use until consent is given by the customer to limit the tracking of european customers visiting your online store, as determined by their ip address, you can enable limit tracking for customers in europe in your shopify store settings. when enabled, this feature limits shopify's tracking of online store customers and notifies any third-party apps that you have installed in your store to limit their own tracking click limit tracking for customers in europe limiting non-essential cookie tracking impacts the accuracy of your online store analytics, marketing attribution, and your ability to do retargeting shopify limits customer tracking by downgrading its own non-essential cookies, outlined in our cookie policy, to session cookies. session cookies are generally deleted when the customer closes their browser. if a customer consents to tracking, then the non-essential cookies are upgraded to persistent cookies, which are not deleted when the customer closes their browser because shopify can't control if a third-party app or script tracks a customer, we provide third parties with a consent tracking api for them to integrate with. the consent tracking api tells the third party if a customer has provided consent to be tracked. if limit tracking for customers in europe is not enabled, then third parties using the consent tracking api are told that a european customer can be tracked unless consent is explicitly revoked review the terms of service and privacy policies of third-party apps and scripts that you're working with to determine how they are respecting customer consent gathering customer consent lets you track customers in countries and regions that require consent before tracking. the most common way of gathering this consent is through privacy banners or cookie banners. these banners often appear at the bottom of websites and prompt the user with the option to accept non-essential cookies for analytics and marketing if you're looking to implement your own privacy banner, or use a third-party cookie banner, then verify that the banner uses shopify's consent tracking api for reading and collecting the customer's consent. without the consent tracking api, shopify non-essential cookies will continue to be limited, which affects your online store's analytics and marketing performance under the california consumer privacy act ccpa, customers in california should be able to opt-out of the sale of their data. if you don't provide these customers with an option to opt-out, then they should be automatically exempt from the sale of their data. before deciding if this is something you should be doing, you should review the ccpa thresholds and talk to your lawyer to determine if your business is affected by this regulation to limit the third-party sale of california customers' data, you can enable limit the third-party sale of your california customers' data in your shopify store settings. when enabled, this feature informs third parties that use the consent tracking api to not sell your california customers' data if they are doing so click limit the third-party sale of your california customers' data when deciding to share your customer's data with third parties note that shopify can't control how the data is used by third parties, and can only inform them how data should be handled. you should review the privacy policies of third-party apps and scripts that you're working with and consult your lawyer shopify never sells your data as the term is defined by the ccpa. for more information, refer to shopify's position on sale of personal information limiting the third-party sale of customer data can impact your ability to retarget your customers using third-party marketing platforms anyone can opt-out of targeted ads served by specific third-party vendors by visiting the digital advertising alliance's opt-out page or the network advertising initiative's opt-out page.;;

the data sharing settings in your facebook channel lets you choose how customer data and browsing behavior is collected in your online store. data sharing tools, such as the facebook pixel and the facebook conversions api, let you track orders and other events, which can help you analyze your store traffic and improve ad targeting through dynamic ads while customer data improves campaign performance and sales tracking, not everyone wants their data shared. it's important to tell your customers how you share data, and to decide what type of data, or how much data, you want to share. make sure that your privacy policy is up to date to provide this information to your customers the facebook channel lets you choose how you want data to be collected and shared between your online store and facebook. in the data-sharing settings you have three levels to choose from standard, enhanced, or maximum. for more information about customer tracking, refer to cookies and customer tracking if you select standard, then a facebook pixel tracks customer browsing behavior in your online store. a browser-based ad blocker can prevent the facebook pixel from sharing data if you select enhanced, then a facebook pixel collects personal information from your customers using advanced matching. advanced matching lets a facebook pixel extract your customer's name, location, and email address, as well as their browsing behavior in your online store to improve customer tracking. browser-based ad blockers can prevent the facebook pixel from tracking data. for more information on advanced matching, refer to facebook's documentation about advanced matching for web if you select maximum, then your store uses facebook's conversions api as well as the facebook pixel. the conversions api sends the purchase event between shopify and facebook servers. data sent from server to server can't be blocked by browser-based ad blockers. the maximum setting shares your customer's personal information to match users on facebook's network. the information collected using this setting includes your customer's name, location, email address, and phone number, as well as their browsing behavior in your online store. for more information, refer to facebook's documentation about conversions api for more information on data sharing, refer to cookies and customer tracking because you decide how the personal information of your customers is shared, you need to make sure your customers understand how you collect and process their personal information. include this information in a privacy policy in your store. to help you create a privacy policy, you can use shopify's privacy policy generator.;;

the shopify organization admin is only available to the shopify plus plan shopify plus academy is an online training program that is offered exclusively to users on the shopify plus plan. the program includes self-directed online courses that help you learn more about shopify plus, ecommerce best practices and technical integrations. you can access shopify plus academy from your organization admin from your shopify organization admin, click your username and account picture from the drop-down list, click plus academy the login page for shopify plus academy opens in another browser tab to log in, enter the url for your shopify plus store, and then click log in.;;

you can export your discount codes to a csv file from the discounts page of your shopify admin to see a broad overview of your discount code history discount codes can only be exported to a csv file. you can't import discount codes to your store using csv files csv stands for comma separated values, and it's a file format .csv for spreadsheets. shopify accepts the import and export of csv files for the products, customers, orders export only, and discounts export only of your store csv files might seem intimidating at first, but when you understand what the text and characters represent in a spreadsheet, you might use it to perform some bigger tasks such as bulk editing products and discounts a csv file with utf-8 encoding is the only file format that can be used to import to or export from shopify in a csv file, each entry represents a cell in a spreadsheet, each line represents a new row, and each comma indicates where one entry ends and another one begins for example, the entries in this customer csv file look like this in a spreadsheet program shopify recommends using google sheets to view a formatted version of your csv files. to use google sheets, you must import the csv file into the program. csvs are useful for stores that from your shopify admin, go to discounts from the discounts page, click export click one of the following export options select which file format you would like click export discounts to download your discounts csv after you export your discount codes to a csv file, you can import it into google sheets to view a formatted version of your discounts csv log in to your google account and start a new spreadsheet from the untitled spreadsheet page, go to file import... locate and select the csv file that you want to edit in the import file dialog, select your preferred options under the import action, separator character, and convert text to numbers and dates sections from here you can edit your csv. when you finish, you can export it from google sheets as a csv file if you don't have a spreadsheet program, then you can edit csv files using a text editor you should only use a text editor as a last resort. for example, use a text editor if there are formatting errors in your csv file and you cannot open it in a spreadsheet program most computers have text editors that can open csv files. you can also use a program like atom or sublime text to edit and debug your csv file to format your csv file in a text editor;;

if you have a customer list that you want to use in shopify, then you can enter it into a customer csv file, and then import the csv file into your shopify admin. you can also use the customer csv template to build a new customer list importing customers into shopify doesn't import existing customer passwords, as these are encrypted outside of shopify. your customers need to be invited to register their accounts using the email addresses you imported learn how to open and edit a csv file if you want to edit multiple customer records that already exist in your customer list, then you might find it easier to use bulk editing instead you can only import customer csv files that are 1 mb or smaller. to get around this restriction, you can use multiple csv files to import your customer records send marketing emails only to customers who have opted in to receive email marketing from your business. buying a list of email addresses and adding them to your subscriber list can damage your reputation and have a negative impact on your email deliverability. when you email people from a list of unsolicited email addresses that you bought, you run the risk of decreasing your open rate and being flagged as spam shopify provides a template file that you can use as a guide to create your own customer list to import into your store. you can download and view the customer csv template, or refer to format your customer csv file to learn about the format if you import the customer csv template without adding any new customer records to it, then two default customer records are added in your store you can add customer records to the customer csv template or build your own csv file, and then upload it in your shopify admin when you use csv files to import customer accounts from another online store, you need to invite your customers to create new passwords. otherwise, customers on the list can't register accounts using those emails. because passwords are encrypted, you can't migrate customer passwords from another online store. overwriting existing customer accounts with a csv file import won't require those accounts to be created again you can use an app to send your customers bulk invitations to create new passwords. find an app in the shopify app store shopify plus stores can use the bulk account inviter app to send customer account invitations to their customers in bulk. contact shopify plus support to install it as this app isn't available on the shopify app store some of your customers' information can't be transferred between platforms. shopify tracks only what customers order and spend through your online store. it's not possible to import customer data for orders placed and money spent on another store or ecommerce platform. you can't edit the total spent and total orders columns, as they represent what that customer has spent and ordered from your online store when you import customers using a csv file, shopify creates a customer record for each email address in the file. any customers with duplicate email addresses or phone numbers will be skipped during an import. only the last record with the duplicated email address or phone number will be imported into the customer list in your shopify admin if you need to import a file that contains duplicate email addresses or phone numbers, then you should delete all of the email addresses and phone numbers from the csv file before importing it. you can re-add the email addresses or phone numbers to the customer records later to view a formatted version of your csv file, you can import it into google sheets from your shopify admin, click customers in the import customers by csv dialog, click choose file, and then select your customer csv file if you want to update any existing customers, then click overwrite existing customers that have the same email alternatively, you can use the import store app to import your csv files the customers whose records you've added to the csv will appear on the customers page in your shopify admin you can export a csv file of all your store's customers and their details, or a filtered list of customers and their details exported csv files can be opened in a spreadsheet application like excel, numbers, or google sheets, or used to connect your shopify store with a third-party crm system exported csv files are limited to 1 mb in size if you export up to one page of customers up to 50 customers, then the csv file is downloaded by your browser. if you export more than one page of customers 51 or more customers, then the csv file is emailed to you. if you aren't the store owner, then the file is sent to the store owner's email as well from your shopify admin, go to customers click one of the following export options select which file format you want to export the first line of your customer csv must include all the headers listed below, which are included in the customer csv template csv file headers are case sensitivetheir capitalization must match the examples that appear in the following table the total spent and total orders fields will not be imported with customer details sets whether or not the customer agrees to subscribe to email marketing, such as a newsletter. you can import only the above fields using a csv file. order information cannot be imported with a customer csv file when importing customer information, your csv file must be in utf-8 format. most spreadsheet applications have the ability to save csv files in utf-8 format with the save as... or export command, depending on the program if you don't have a spreadsheet program, then you can edit csv files using a text editor you should only use a text editor as a last resort. for example, use a text editor if there are formatting errors in your csv file and you cannot open it in a spreadsheet program most computers have text editors that can open csv files. you can also use a program like atom or sublime text to edit and debug your csv file a csv file with utf-8 encoding is the only file format that can be used to import to or export from shopify to format your csv file in a text editor you can use the store importer app to import your customers from mailchimp. before you can import your contact lists into shopify, you need to export your contact lists from mailchimp. locate the customer group that you want to export from mailchimp, and then select and organize the fields that you want to export for more information, refer to our guide on importing customers from mailchimp.;;

you can manually set sale prices on individual products without using discount codes when you put a product on sale for a lower price, you might want your customers to be able to see the original price, so they see the price comparison. to show a sale price in your online store, your product details need to include a sale price and the original price, called the compare at price you can also offer customers reduced prices at checkout by creating a discount code. this doesn't affect the displayed prices of your products to see more videos, visit our youtube channel when you set a compare at price, the product listing updates on your online store to show that the item is on sale. the way that a sale price is shown depends on the theme that your online store is using, for example, you might see a sale label on the product image. typically, the way that sale prices are shown depends on whether for a product with variants whose prices are not identical, the lowest sale price is indicated for a single-variant product, or a product whose variant prices are all identical, the original and sale prices are shown as a comparison from your shopify admin, go to products all products in the pricing section, set the compare at price to the product's original price set the price of the product to your new sale price the value in compare at price must be higher than the value in price to show a sale price from the shopify app, tap products tap the product that you want to put on sale from the product details screen, set the compare at price to the product's original price tap the check mark to save your product select a product from the products page scroll down to the variants section find a variant you want to put on sale, and click edit in the pricing section, set the compare at price field to the product's original price under variants, tap the variant that you want to put on sale from the variant details screen, set the compare at price to the product's original price tap the check mark to save the variant learn more about preparing your store for seasonal sales on the shopify blog. you can also add a seasonal touch to your online store with holiday-themed apps from the shopify app store.;;

you can offer your customers discounts that apply automatically at checkout and on cart. you can create percentage, fixed amount, or buy x get y automatic discounts for an automatic discount to apply correctly, your customers need to add all eligible items to their carts before they move to checkout. this includes the items that they need to buy to qualify for the discount as well as the items that they get as part of the promotion you can have only one active automatic discount at any given time. automatic discounts take precedence over discount codes, and customers can't apply multiple discounts to a single order. discount codes are unavailable for customers who have an automatic discount applied to their checkout to see more videos, visit our youtube channel from your shopify admin, go to discounts in the automatic discount section, enter a name for the automatic discount. optional if you want to offer this discount for your retail locations, then you can check also offer on point of sale pos pro locations only. automatic discounts only apply to retail locations with a pos pro subscription. if you have some locations with a pos lite subscription, then the automatic discounts will not appear in their checkout you cannot have an automatic discount which only applies to your retail locations. if you select this option, then the discount will work both in your online store and on shopify pos in the types section, select percentage or fixed amount under discount value, enter a monetary or percentage value for the discount in the applies to section, select what this discount will apply to all products, specific collections, or specific products collections can't hold individual product variants. if you add a product variant to a discounted collection, then the discount applies to every version of the product if the discount applies to specific collections or products, then use the search field or the browse button to add them to the discount. you can select up to 100 products and variants. if you want to remove a collection or product from the discount, then click x to delete it from the list optional if you're creating a fixed amount automatic discount that can be applied to specific products or collections, then you can check only apply discount once per order to limit the number of times the discount will apply. otherwise, the discount applies to all eligible products in the order set a minimum requirement for the discount if the discount applies to a specific product or collection, then only these items contribute to the minimum purchase or quantity amounts use the calendar in the active dates section to set the start date for the discount. if you want to set an end date for the discount, then click set end date and use the calendar to choose when the discount will end from the shopify app, go to store discounts tap applies to and select what this discount will apply to all products, specific collections, or specific products if you want the discount to apply to specific collections or products, then choose specific collections or specific products. tap add and select the products or collections that you want to apply the discount to. to remove a collection or product from the discount, tap edit and deselect the product or collection tap active dates to set the start date for the discount. if you want to set an end date for the discount, enable set end date and use the end date calendar to choose when the discount will end if you don't choose an end date for your discount, then it will have no expiry. if you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date the time when the discount starts and ends depends on the time zone that you selected in your shopify admin. for example, if your store's time zone is eastern standard time est and you select a start date of november 26, then your discount will start at 1200 a.m. there are two variations of buy x get y discounts. one requires the customer to buy a specified quantity of products to get the discount and the other requires them to spend a specified amount of money to get the discount the discount can be either free products or a percentage off of the price of products. if you are offering free products, then it is important that you have adequate inventory. if the inventory of free products drops to zero, then the products are shown as being sold out and customers can't take advantage of the discount in the automatic discount title section, enter a name for the automatic discount for example, buyonegetonefree in the types section, select buy x get y in the customer buys section, configure the following settings in the customer gets section, configure the following settings in the active dates section, configure the following settings your new discount appears on the discounts page in the discount type section, tap buy x get y optional tap uses per order and then enter the maximum number of times that this promotion can be applied to an order if you want to set an end date for the discount, then enable set end date and use the end date calendar to choose when the discount will end from the shopify app, go to store tap discount type section, select buy x get y optional tap set the maximum number of uses per order and then enter the maximum number of times that this promotion can be applied to an order your new discount appears on the discounts page.;;

you can offer your customers a fixed value, percentage, or shipping discount on products, collections, or variants in your store. if you're selling online, then you can also offer buy x get y discounts to encourage customers to buy items a discount code can apply to up to 100 specific products and variants all shopify plans include discount codes. there's a limit of 20,000,000 unique discount codes for each store your customers can redeem discounts codes in your online store, or in person if you're using shopify pos buy x get y promotions are currently available only for selling online after your discount codes are set up, you can use the sales by discount report to find out how often your discount codes are being used. for details on the report, refer to sales by discount to see more videos, visit our youtube channel from your shopify admin, go to discounts from the discounts page, click create discount in the discount code section, enter a name for the new discount code, for example, 15offnecklaces. avoid using special characters in your discount names so that your discount names add correctly to your store's checkout url in the types section, select the discount type that you want to create in the discount value box, enter a monetary or percentage value for the discount in the applies to section, select what this discount applies to all products, specific collections, or specific products collections can't hold individual product variants. if you add a product variant to a discounted collection, then the discount applies to every version of the product optional if you're creating a fixed value discount code that can be applied to specific products or collections, then you can check only apply discount once per order to limit the customer to using the code only once per order. otherwise, the discount applies to all eligible products in the order optional if you want to set a minimum requirement for the discount, then select one in the minimum requirements section if the discount applies to a specific product or collection, then only these items contribute to the minimum purchase or quantity amounts in the customer eligibility section, select who this discount applies to everyone, specific groups of customers, or specific customers. learn more about creating customer groups if you want to limit discount usage, then check one of the options in the usage limits section use the calendar in the active dates section to set the start date for the discount the time when the discount starts and ends depends on the time zone that you selected in your shopify admin. for example, if your store's time zone is eastern standard time est and you select a start date of november 26, then your discount starts at 1200 a.m. your new discount now appears in the discounts tab in your shopify admin. to distribute this discount, you can send the code to your customers by email, or display it on your online store. your customers need to enter the code during checkout to receive the discount from the shopify app, go to store discounts from the discounts page, tap the button tap discount type and select the type of discount that you want to create in the discount value field, enter the percentage or dollar value of the discount tap applies to and select what this discount applies to all products, specific collections, or specific products optional if you want to set a minimum requirement for the discount, then select one in the minimum requirements section customer listings show the email used to register for your store. if no email was provided, then the listing shows the customer's phone number to remove an individual customer or group of customers from eligibility for a discount, tap edit and deselect the customer or group of customers discount usage is unlimited by default. if you want to limit discount usage, then tap usage limits and enable the usage limit options that you want to apply to your discount tap active dates to set the start date for the discount your new discount now appears in the discounts view under store in the shopify app. tap discount type and select the discount type that you want to create optional if you want the discount to apply to specific collections or products, then choose specific collections or specific products. tap and select the products or collections that you want to apply the discount to. to remove a collection or product from the discount, tap the pencil icon and deselect the product or collection tap customer eligibility and select who this discount applies to everyone, specific groups of customers, or specific customers. to remove an individual customer or group of customers from eligibility for a discount, tap the pencil icon and deselect the customer or group of customers if you don't choose an end date for your discount, then it doesn't expire. if you want the discount to be valid for only one day, then select the same calendar day for both the start date and the end date your new discount appears in the discounts view under store in the shopify app. if your discount is set to discount all products, then the discount is applied proportionally to all items in the cart. for example, if you have a 50 discount applied on a cart with a 50 and a 100 item, then the first item is discounted by 16.50 and the second one by 33.50. if the total price of the order is less than 50, then the value of each item is discounted to 0. the order value can't go under 0 if you want to offer free shipping, then you can create a free shipping discount free shipping discounts will never automatically apply to an order. your customers need to enter the code during checkout to receive the discount. to automatically offer your customers free shipping based on their order price, you must set a free shipping rate set up a free shipping rate under the this is applied to all orders that meet the free shipping criteria you've set in the discount code section, enter a name for the new discount code. in the options section, select the free shipping discount type in the countries section, leave all countries selected or choose the countries that you want the discount to apply to if you want to exclude free shipping for shipping rates over a certain monetary value, then check exclude shipping rates over a certain amount and enter the amount in the field. this discount applies to shipping rates only, and is unrelated to order amounts optional in the minimum requirements section, select minimum purchase amount or minimum quantity of items, and then enter the dollar value or number of items that need to be added before the discount code applies use the calendar in the active dates section to set the start date for the discount. if you want to set an end date for the discount, then click set end date and use the calendar to choose when the discount will end the time when the discount starts and ends depends on the timezone that you selected in your shopify admin. for example, if your store's timezone is eastern standard time and you select a start date of november 26, then your discount starts at 12 a.m. when you are finished, click save discount your new discount will now appear on the discounts page in your shopify admin. to distribute this discount, you can send the code to your customers by email, or display it on your online store from the discounts page tap the button tap discount type and select free shipping if you want to set a minimum requirement for the discount, then tap minimum requirements and select a requirement tap countries and select the countries this discount applies to all countries or specific countries to limit the discount to specific countries, choose specific countries and tap add to open the country selector. select the countries that you want to make the discount available to, then tap save to save your changes optional if you want to exclude free shipping for shipping rates over a certain monetary value, then tap shipping rates and enable exclude shipping rates over a certain amount. enter the maximum shipping rate that you want to allow into the amount field tap active dates to set the start date for the discount. if you want to set an end date for the discount, enable set end date and use the end date calendar to choose when the discount will end when you are finished, tap save your new discount will now appear in the discounts view under store in the shopify app. tap discount type, then select free shipping from the drop-down menu to limit the discount to select countries, choose selected countries from the drop-down menu. tap beside countries to open the country selector. select the countries that you want to make the discount available to, then tap to save your changes tap customer eligibility and select who this discount applies to everyone, specific groups of customers, or specific customers tap and select the customers or groups of customers that you want to apply the discount to. if you want to set an end date for the discount, then enable set end date and use the end date calendar to choose when the discount will end buy x get y promotions are a popular way to incentivize new customers to buy your products and to reward loyal customers. you can use them to increase your sales and profits and to sell slow moving inventory for example, suppose that your promotion offers customers a free hat when they purchase any t-shirt. with buy x get y promotions, you can offer customers one free hat for the whole order, or you can offer them one free hat for each t-shirt included in their order you could also create a discount that offers the free hat when the customer spends a specified amount of money you can create an automatic discount for buy x get y promotions in the discount code section, enter a name for the new discount code, for example, buyonegetonefree. in the types section, select buy x get y in the customer buys section, configure the following settings in the customer gets section, configure the following settings use the search field to choose the individuals or groups that you want to receive the discount. to remove an individual customer or group of customers from eligibility for a discount, click the x next to the customer's or group's name in the active dates section, configure the following settings your new discount will appear in the discounts tab in your shopify admin. tap discount type, then select buy x get y from the drop-down menu tap save to create the discount your new discount will appear in the discounts view under store in the shopify app. in the discount code section, enter a name for the new discount code, for example, buyonegetonefree tap discount type, then select buy x get y optional tap set the maximum number of uses per order and then enter the maximum number of times that this promotion can be applied to an order buy x get y discounts aren't supported by subscriptions if you offer subscription products, then there are more options when creating fixed-amount, percentage, or free shipping discounts the purchase type section appears on the create discount code page. you can choose if a discount applies to subscription purchases, one-time purchases, or both when you create a discount code you can choose to limit the use of your discount to specific purchase types. if you select subscription in the purchase type section of the create discount code page, then you can choose to apply the discount to all subscription products, all subscription products in a specific collection, or specific subscription products if you have an existing discount code that you want to update, then you can edit your discount code to include subscription-based rules click the discount that you want to edit in the purchase type section, choose the purchase type that you would like to limit your discount code to if you offer a free shipping discount that applies to subscription products, then you can specify for how long the discount applies. you can choose to limit your free shipping discount to the first payment, to limit your free shipping to a certain number of payments, or to enable free shipping on all future subscription payments if you have an existing free shipping discount that you want to update, then you can edit your discount code to include subscription-based rules click the free shipping discount you want to edit update the purchase type to subscription in the purchase type section of the discount editor in the usage limits section, select the limitations that you want to apply to your discount under recurring payments for subscriptions from the shopify mobile app, you can save time by duplicating a discount that's similar. you can make changes to a duplicated discount before you save it tap the discount that you want to duplicate tap... to expand the menu, then tap duplicate discount enter a discount code and make any changes to the discount tap to expand the menu, then tap duplicate discount;;

you can automatically apply a discount to your abandoned checkout recovery emails. when you apply a discount to your abandoned checkout emails, your customers are emailed a pre-filled cart at a discounted price. customers only need to enter their payment details to complete checkout if the customer manually entered any other discount code when beginning their checkout before they abandoned it, the original discount code is replaced by the checkout recovery discount code to get started setting up a discount for abandoned checkout recovery emails create a percentage discount code or a monetary discount code according to the type of promotion you want to offer make sure to make a note of the name you give your discount code when you create it, for example welcomeback. you assign a name to your discount code when you create a discount avoid using special characters in your discount names so that your discount names add correctly to your store's checkout url verify that your abandoned checkout recovery emails are configured to your liking on the checkout page under orders, click abandoned checkout in the email body html area, find the line that includes the following code paste the code snippet to replace url find the line that includes the following code paste the code snippet to replace url replace each instance of abc with your discount code, for example welcomeback. your code should look like this now all abandoned checkout recovery emails will have urls ending in discountwelcomeback or discountwelcomeback and that discount is automatically applied to their checkout. make sure you have set up your discount code in order for it to apply properly.;;

you can create discount codes or automatic discounts that apply to specific gift card products or variants. discounts that apply to collections don't apply to gift cards within the collection you can create a discount that decreases the cost of a gift card in the following ways the discount can require a specific purchase before it applies, such as a buy x get y discount, or you can offer the discount with no minimum purchase required the following restrictions apply to automatic discounts customers need to add all of the eligible items to their carts before a discount applies. this includes any items that they need to buy to qualify for the discount, as well as the gift card product you can create a discount for a percentage off of a specific gift card product or variant, for example get a 100 gift card for 80. the value of the gift card product or variant is the amount that it can be used for during a future purchase you can create a discount code or an automatic discount for a percentage off a gift card create a discount code for a percentage off or create an automatic discount for a percentage off that includes the following criteria you can create a buy x get y discount for a free gift card to apply to orders over a minimum value. for example, you can create a spend 200, get a free 25 gift card for a future purchase discount customers who add the eligible products to their cart and spend at least the minimum order value can use the discount create a buy x get y discount or an automatic buy x get y discount that includes the following criteria;;

this guide is for merchants who sell in the european union. it's your responsibility to consult with local tax authorities or a tax professional to verify that you charge your customers the correct tax rates, and to ensure you file and remit your taxes correctly as of august 2020, the method for setting up eu taxes has changed if your business is based in a european union eu member country, and you want to sell to other countries within the eu, then you need to register with your local jurisdiction for a value-added tax vat number. the vat number will allow you to charge vat to your customers in the eu, based on their location. you can set up tax overrides for products that have special tax rates you can use shopify to automate charging taxes, but you can't use shopify to remit or file your taxes for you. when you know where you're responsible for charging taxes, you can follow this guide to make sure that you've configured your shopify store to charge the correct rates the brexit transition period ended on december 31, 2020. as a result, effective january 1, 2021, new laws apply to sales between the uk and the eu. learn more about the implications for your business registration-based taxes in the eu;;

this guide is for merchants who sell to customers in the united kingdom, and for merchants in the united kingdom who sell to customers outside the uk. it's your responsibility to consult with local tax authorities or a tax professional to verify that you're charging your customers the correct tax rates, and to ensure that you file and remit your taxes correctly this guide is intended as a starting point to determine the changes that you might need to make for your business due to the brexit and the uk vat changes that came into force on january 1, 2021. this guide is not intended to be a comprehensive guide to all of the implications of brexit. to learn more, contact your local tax authority or a tax professional the brexit transition period ended on december 31, 2020. as a result, effective january 1, 2021, new laws apply to sales between the uk and the eu. this change might make it necessary to review and update your tax processes if you're one of the following if you're a uk merchant and you sell to customers in eu member countries, or if you're an eu merchant and you sell to customers in the uk, then there are changes that have implications for several aspects of your business there are new uk vat laws that came into force on january 1, 2021. these new laws affect both eu and non-eu merchants who sell to uk customers eu merchants benefit from simplified procedures that remove the need to register for vat when they sell to customers in other member states, unless their sales to customers in that member state exceed a certain threshold. below this threshold, merchants are only required to register for a vat number in their own regions, or not at all after the transition period, uk merchants who sell to eu customers and eu merchants who sell to uk customers can't use these simplified procedures. merchants who sell between the uk and eu countries might require vat registrations in additional countries under brexit, northern ireland ni has adopted a dual status and is considered part of both the eu and the vat tax regimes if you use registration-based tax settings, then vat is calculated based on the order's origin and its destination. uk vat applies to orders from within the uk to customers in northern ireland. eu vat applies to orders from within the eu to customers in ni the updates that you need to make depend on how you currently manage your taxes if you use registration-based tax settings, then your existing registrations will be updated automatically. new registrations won't be automatically added, and you won't be warned if you need registrations in other countries. if you're not sure where you're obliged to register, then contact a local tax professional if you haven't yet migrated to registration-based tax settings, then your existing tax settings will not be updated. to update your tax settings, either update to registration-based tax settings, or update your tax rates manually. updating to registration-based tax calculations is a permanent change and can't be undone if you update to use registration-based taxes and you currently charge vat in the uk, then you need to update your registration immediately after updating if you use avalara to manage your tax, then your tax settings will be updated there. new registrations won't be automatically added. if you're not sure where you're obliged to register, then contact a local tax professional. if you have questions about the details, then contact avalara's support team the best way to get information about how brexit affects your business is by contacting a local tax professional. if you're based in the uk, then gov.uk has a series of notices and a transition guide that you can refer to fiscal representatives are local companies or persons that represent you when dealing with the local tax authorities. they're responsible for the management of your tax reporting and, in some cases, vat debts some eu member states require you to have a local representative if your business is not based in an eu member state and you sell to customers there. after january 1, 2021 uk merchants might be required to appoint a fiscal representative when selling to eu customers. not all eu member states require a fiscal representative, and requirements might be lower for ecommerce sellers if you're not sure whether you need to appoint a fiscal representative in an eu member state, then contact their tax authority or a local tax professional an economic operator registration and identification number eori is an id code that's used to track and register customs authorizations, approvals, and decisions. previously, one eori number could be used for tax authorities in both the uk and other eu member states. after january 1, 2021, separate uk and eu eori numbers will be required if you import goods into the eu and you don't have an eori number, or if you have an eori number starting with gb that was issued by the uk, then you will need to apply for an eu eori. if you need an eori number for an eu member state, then contact their tax authority if you import goods into the uk and you don't have an eori number, or if you have an eori number issued by another eu member state, then you will need to register for a uk eori. you can register for a uk eori number with hm revenue and customs if you're not sure whether you need a new eori number, then contact a local tax professional the vat mini one stop shop moss scheme has two variants. the union scheme is available for businesses established in the eu or with at least one branch in an eu member state. the non-union scheme is available for businesses that are not established in the eu, and do not have any branches in eu member states if you currently use the moss scheme to sell digital products, then contact your tax authority or a local tax professional to determine how to register for a vat number if you need to charge taxes for all orders placed from the uk, including those above 135 gbp, then do one of the following you can't use a tax override to charge uk vat for orders over 135 gbp after january 1, 2021, import vat and tariffs might be chargeable on your products when you import or export goods between the uk and eu member states. the two most popular international commercial terms, or incoterms, are you're responsible for deciding which incoterms you use, but for most eu member states, you're obligated to ensure that your customer is aware of all charges and taxes they might be liable for a harmonized system hs code is a way to identify products being shipped internationally, so that taxes and tariffs can be accurately applied to shipments. the world customs organization offers resources to learn more about the system, and you can search to find your product's hs code here when you know your product's hs code, you can add it in your shopify admin.;;

this guide is for merchants who sell in the united kingdom. it's your responsibility to consult with local tax authorities or a tax professional to verify that you charge your customers the correct tax rates, and to ensure you file and remit your taxes correctly if you're new to shopify, then before you start selling, you need to determine whether you should charge tax. you might need to register with various vat member countries. after that, you can set up your taxes in shopify to help ensure that you charge the correct rates wherever you sell if you're already selling on shopify, then refer to registration-based taxes in the uk instead you need to determine whether you should charge taxes. if you're not sure, then consult with local tax authorities or a tax professional. typically, you need to register for vat if you are located in the uk and your sales to customers in the uk are equal to or greater than 85,000 gbp within a 12 month period if you intend to sell to countries in the eu, then you might need to register with tax authorities in those regions as a result of brexit. the process varies depending on where your business is based and where you sell, and on individual government requirements. it's your responsibility to determine where you need to register to charge vat after you've registered with the vat member countries and have your vat number, you can set up your taxes. you only need to perform this task once after you set up your tax regions, then you can create tax overrides for products where the default tax rates don't apply.;;

this guide is for merchants who sell in the united kingdom. it's your responsibility to consult with local tax authorities or a tax professional to verify that you charge your customers the correct tax rates, and to ensure you file and remit your taxes correctly if you're already using shopify to sell in the united kingdom, then you can update your tax settings to reflect your tax registrations. this change doesn't affect how tax is charged on your products when you update your tax settings, you're asked to provide a vat number. after it's been added, tax rates are automatically set that apply in the areas you've registered for shopify support can help you update your tax settings in your shopify admin, but can't provide legal tax advice. if you need help changing your tax settings, then contact shopify support. if you need help understanding your tax obligations, then contact local tax authorities or a tax professional the brexit transition period ended on december 31, 2020. as a result, effective january 1, 2021, new laws apply to sales between the uk and the eu. learn more about the implications for your business a vat number, also referred to as a value-added tax identification number vatin, is an identifier used in the uk and the eu. it's provided to you by a country's tax authority after you register with them. this number is issued by countries to allow merchants to charge value-added tax typically, you need to register if your sales in the uk sales are equal to or greater than 85,000 gbp within a 12 month period. this threshold applies to merchants located in the uk only. if you're located outside of the uk, then refer to uk taxes and brexit if you intend to sell to countries in the eu, then you might need to register with tax authorities in those regions. the process varies depending on where your business is based and where you sell, and on individual government requirements. it's your responsibility to determine where you need to register to charge vat if you have a significant presence in a country, then you should contact that country's tax authority to confirm whether you need to register to collect taxes if you need to register to charge taxes in an eu country, then you can contact that country's tax authorities after you've registered, add your vat number on the taxes page you can delete or change your registrations or account numbers with the... button next to the country name and account number in the tax registrations section for more information about how uk tax overrides are affected when you update, refer to override taxes shopify support can help you with how to change your settings, but can't advise you about whether you should change your settings. if you need help determining whether you should register with vat member countries and charge taxes to your customers, then your best resource is a local expert, such as an accountant or financial advisor. you can also contact individual country tax authorities directly if you sell to customers in the uk, then the best way to get information about how brexit affects your business is by contacting a local tax professional. as a starting point, some of the new laws that apply when selling to customers in the uk include learn more about the implications of brexit for your business in some orders, you might notice a small variance in your total tax amounts after you've updated your tax settings. this variance is due to tax amounts being rounded at the line-item level, rather than at the invoice level. you can learn more about rounding calculations in setting up uk taxes.;;

this guide is for merchants who sell in the united kingdom. it's your responsibility to consult with local tax authorities or a tax professional to verify that you charge your customers the correct tax rates, and to ensure you file and remit your taxes correctly after you update your store to use registration-based uk tax features, you can manage your tax settings, including your registrations, overrides, and customer exemptions you can add, delete, or change your registrations or account numbers at any time the brexit transition period ended on december 31, 2020. as a result, effective january 1, 2021, new laws apply to sales between the uk and the eu. learn more about the implications for your business sometimes the default tax rates don't apply to certain products. for example, certain types of children's clothing might be exempt from tax or have a lower tax rate. if the default rates don't apply, then you need to create an override creating an override for products is a two-step process. first, you create a collection that includes the products that have a different tax rate. then you specify to which region the override applies, and the tax rate to use create a collection by doing the following create the override by doing the following you can manage various settings that determine how tax is calculated on your products. for example, you can set whether taxes are included in your prices, whether to charge vat on digital goods, and whether to apply tax to shipping costs. you manage these settings on the taxes settings page. refer to tax overrides and exemptions to learn more previously, taxes were rounded at the invoice level by calculating the taxes on the order's subtotal, and then rounding the results. after you update your settings to use the eu tax features, tax amounts are rounded at the line-item level. in this case, the total tax value is calculated by applying the tax rate to each line in the order, rounding the result, and then adding these subtotals together to arrive at the total value of the order rounding taxes at the line level improves the calculation of different tax rates and makes it easier to calculate taxes for orders that include taxable and non-taxable products a customer places an order for 42 different items, each with a price of 14.99 gbp and subject to 18 tax. the line item tax for each product is determined by multiplying the price 14.99 gbp by the tax rate 0.18, for a result of 2.6982 gbp previously, the tax of each line item was added together, and the total was rounded. in this case, the added total was 113.3244 gbp, which was rounded to 113.32 gbp tax is now rounded at the line-item level, which means the tax amount is rounded for every product individually. the line-item tax amount of 2.6982 gbp is rounded to 2.70 gbp, which is then added together to get the total. in this case, the tax total is 113.40 gbp.;;

the shopify pos app applies taxes based on the store location that you assign to your pos device. store locations must be included in your shipping zones for taxes to be calculated correctly after your tax settings are configured, you can adjust the taxes that are applied to individual orders or products during a transaction from the shopify pos cart the shopify pos app applies taxes based on the store location that you assign to your pos device any overrides or exemptions that you set for a shipping zone apply to shopify pos locations within that zone in the tax rates section, click the tax region and set the tax rate, then click save assign your shopify pos device to the new location. if the new location isn't shown, then background the app by pressing the home button on your device. open the shopify pos app again, and your new location should be available.;;

this guide is relevant for merchants selling to countries in the european union eu digital goods are downloadable files or some other kind of electronically supplied product. consumers living in the european union eu must pay a value added tax vat on digital goods at the rate that applies in their own country, regardless where the seller is located but in some jurisdictions, you don't need to charge sales tax on digital products. check with a local tax expert to make sure you know the requirements in your region if you have just a few digital products that are exempt from tax, you can prevent taxes from applying to these individual products. digital products don't require shipping in a traditional sense, so you can turn off the shipping feature at the same time in the pricing section, uncheck charge taxes on this product in the shipping section, uncheck this is a physical product if you need to exempt a large number of digital products at once, you can do a bulk update. to do this procedure, you need to be comfortable editing.csv files export the products that need to be updated as a.csv file, then edit the values in the following columns when you've finished editing your.csv file, import it to your store. be sure to check the option replace any current products that have the same handle digital goods in the eu are defined in legislation as broadcasting, telecommunications, and services that are electronically supplied instead of shipped. gift cards sent online are not included in the definition you can read the rules for vat on digital services in the eu. consult with a tax expert so that you know how the eu vat rules apply to you you can use the sufio app or the digital takeout easy invoice app to set up your store to follow eu vat regulations. for example, you can capture and validate business customers' eu vat registration numbers to set those customers to be tax exempt, and create invoices that are compliant in the european union if you're selling digital goods to customers in the eu, then you need to charge vat based on your customers' location for example, if you're a dutch merchant and you sell a digital product to a customer in germany, then you have to charge the customer the german vat rate of 19. you can enable the eu digital vat rates feature to make this process easier you can register for vat in one of the following ways if you sell digital goods, then some tax authorities require that you collect and record two pieces of evidence of a buyer's location. for every order, shopify provides you with the billing address and the customer's ip address. the billing address appears on the order page. you can verify the ip address by clicking view full analysis in the fraud analysis section if an ip address appears to come from a different country than the billing address, then you should get another piece of evidence of their location. check with a tax expert to make sure you have enough evidence for the tax authorities to simplify charging vat on your digital goods, you can automatically assign vat rates for each eu country if you enable vat rates for digital goods, then a collection is created, and whenever you sell a product that is in the collection, the correct vat rate is automatically applied based on the customer's billing address enabling vat rates creates a manual product collection with automatically-assigned vat settings for each eu country. the default collection is called digital goods vat tax, but you can change this to use any of your manual collections. for more information, refer to apply digital vat rates to a different collection after you create the initial digital goods vat tax collection, you can apply the rates to another collection of digital goods if you've enabled digital goods vat rates, then you can see the vat settings that are applied to each country in your shipping list before you view your rates, make sure that each country is in your shipping zone list if you disable the eu digital vat rates feature and then re-enable it, you have to reassign your preferred collection if you didn't use the default.;;

a manual collection includes the specific products that you choose. the collection will always contain the same products unless you add or remove them. before you update a collection, you can check the top of the page to see if another staff might also be making changes to the same collection you can't change an automatic collection to a manual collection. instead, create a new manual collection and add the products that you want you can create a manual collection and add products to the collection. if the collection is available to your online store, then you can change the order in which the products are displayed from the collection page you can't add product variants to a collection if you don't want to publish the collection as soon as you create it, then you can set a specific date when the collection will be published to your online store. learn more about future publishing to see more videos, visit our youtube channel from your shopify admin, go to products collections enter a title and description for the collection in the collection type section, click manual in the products section, search for products or click browse, and then add the products that you want to have in the collection set the sort order for how you want the products to be sorted in your store. for more information about sorting, see change the sort order for the products in a collection optional the search engine listing preview section shows a preview of how the collection will be displayed in search results. if you want to edit this information, then click edit website seo. you can't change the url and handle, because they are used to link the collection to your online store in the sales channels section, click manage to select the sales channels where you want your collection to be available in the collection image section, click add image to upload an image for the collection. for information about the sizes of images that you can use, see image sizes add a link to your collection in your online store navigation so that customers can find and view the collection from the shopify app, go to products collections optional tap the image icon to upload an image for the collection make sure that automatically select products is disabled optional tap sales channels to customize which sales channels the collection will be visible to by default, the new collection will be available to all of your sales channels. deselect any channels that you want to hide the collection from. optional tap sorting to select the order in which the collection's products will display your online store. learn more about sorting collections in the products section, add the products that you want to include in the collection. see the next section to learn about adding products to a collection disable automatically select products in the products section, tap the button to add the products that you want to include in the collection. tap the check mark to save the collection click the name of the collection that you want to add products to tap the collection that you want to add products to in the products section, tap edit if the collection doesn't have any products yet, then you'll tap add products instead check the products that you want to include in the collection when you've selected all the products that you want to include, tap done on the collection details screen, tap save in the products section, tap the pencil icon if the collection doesn't have any products yet, then you'll tap add products instead when you've checked all the products that you want to include, tap the check mark on the collection details screen, tap the check mark to save the collection you can add a product to one or more existing manual collections from the product's details page from your shopify admin, go to products all products click the product that you want to add to a collection in the collections section, select one or more existing collections click save to add the product to all the selected collections from the shopify app, go to products all products tap the product that you want to add to a collection check each collection that you want to include the product. you can check only the manual collections, not the automated collections tap the back button to return to the product details screen tap the check mark to save your changes to the product click the name of the collection that you want to update in the products section, click the x beside every product that you want to remove from your collection. this doesn't delete the product from shopify tap the collection that you want to remove products from uncheck the products that you want to remove from the collection when you've deselected all the products that you want to remove, tap done when you've unchecked all the products that you want to remove, tap the check mark you can set a specific publishing date for a collection to become available in your online store in the sales channels section, click the calendar icon beside online store set the date and time that you want to publish the collection deleted collections are permanently removed from your shopify admin. you can also hide the collection from a sales channel without deleting it click the name of the collection that you want to delete click delete collection in the confirmation box to delete the collection links to deleted collections are automatically removed from online store menus. you can also delete more than one collection at once using a bulk action tap the collection that you want to delete if you're sure that you want to delete the collection, then tap delete to confirm if you're sure that you want to delete the collection, then tap delete to confirm.;;

importing products is useful if you switched to shopify from another platform or if you want to make many changes to your products or inventory when importing, shopify converts the data from the csv file into products before you begin, make sure you've read the following topics before you start your import, make sure that you have a backup of your product data. importing a csv file that has been sorted by a spreadsheet editor such as microsoft excel or numbers might cause your products to be removed from their relevant image links on the csv, and your product's images will be lost if you have a csv file that was exported from another store or came from another source, make sure it matches the csv file format. if the format doesn't match, or if there are any missing headers, then the import fails your product csv can't exceed 15mb. if you get an error when trying to upload a new csv file, then check to make sure it doesn't exceed the size limit from your shopify admin, go to products all products click choose file in the import products by csv file window locate your csv file, then click open when your csv file is uploaded you receive a confirmation email from shopify at the email account that you used to set up your shopify store. read some solutions to common problems alternatively, you can use the import store app to import your csv files to see more videos, visit our youtube channel if you want to make changes to your products using a csv file, then you need to export your products first. you can make changes to your csv file in a spreadsheet program like google sheets, then import your updated csv into the shopify admin you can't use a product csv to import changes to products when you used an app like oberlo to add products to your online store. importing products by using a csv causes orders for your oberlo products to stop syncing in the import products by csv file dialog, click choose file click the replace any current products that have the same handle checkbox. this overrides any data that is on shopify. the product data remains unchanged for columns that aren't present in the csv file. for example, suppose that there's a csv file that lists a red-socks product handle and that product handle already exists in your shopify store. the csv file includes all the fields for the product, but is missing the price column. after you upload this csv file to your store, all values for red-socks will be replaced by the values in the csv file, but the price field will remain unchanged when your csv file is successfully uploaded you receive a confirmation email from shopify at the email account used to set up your shopify store. if you are having issues with uploading your csv file, we recommend using the google chrome browser alternatively, you can use the import store app to import your csv files.;;

after you create a collection, you need to make sure that it is available on the sales channels that you use. you can also specify a future date when the collection will be published you can publish or hide a collection from your active sales channels by changing the collection's availability settings. there are a few reasons that you might want to hide a collection from your shopify admin, go to products collections the sales channels section shows the sales channels where the collection is available if the collection is available on more than six sales channels, then click show all to see them all if you want to change a collection's availability settings, then click manage check each sales channel where you want the collection to be available. the collection will be hidden from any sales channel that is unchecked making a collection visible to the online store sales channel doesn't automatically link the collection to your store's navigation. to help customers find a collection in your online store, you need to add a link to it from your store's navigation you can set a specific publishing date for a collection to become available in your online store in the sales channels section, click the calendar icon beside online store set the date and time that you want to publish the collection;;

you can export your products to a csv file to help with several tasks any changes that you make to the products in your product csv file appear in your store's product list if you import your product csv file into the shopify admin the easiest way to edit multiple products or product variants simultaneously is to use the bulk editor in your shopify admin if you export up to one page of products up to 50 products, then the csv file is downloaded by your browser. if you export more than one page of products 51 or more products, then the csv file is emailed to you. if you aren't the store owner, then the file is sent to the store owner's email as well to see more videos, visit our youtube channel if you want to export only some of your products, then you can filter your product list to view and select specific products for export from the dialog box, choose the products you want to export select which type of csv file you want to export sorting your csv file in a spreadsheet program can cause product variants or image urls to become disassociated. importing a csv file that has been sorted might overwrite your existing products with bad data, which cannot be recovered if you move your products to a new website and plan to close your current store or delete some of its product listings, then you need to upload your product csv file to your new store while your old store and its product listings remain viewable when you export your products, the images associated with each product are not included in the csv file. if you import the products to a new store, then the product images are generated only if they remain viewable on a publicly accessible website to ensure that your product images remain accessible to you, leave your original store and its products intact until you finish the import process. this allows your new store to assign the correct product image to each listing if you don't have a spreadsheet program, then you can edit csv files using a text editor you should only use a text editor as a last resort. for example, use a text editor if there are formatting errors in your csv file and you cannot open it in a spreadsheet program most computers have text editors that can open csv files. you can also use a program like atom or sublime text to edit and debug your csv file a csv file with utf-8 encoding is the only file format that can be used to import to or export from shopify to format your csv file in a text editor you can use filters to organize your products list before exporting. if you need to change only some of your products, then you can add a filter. it could be easier to edit your products using a shortened csv, rather than your entire product list on the products page in shopify, add a filter using conditions that list only the necessary products export your products list, and make sure that you select the option to export only the products matching your filter a csv file containing only those products in your filtered list will export after you make any changes to your exported product csv, you can import the edited csv file back to shopify.;;

this guide is for merchants who sell in canada. it's your responsibility to consult with local tax authorities or a tax professional to verify that you charge your customers the correct tax rates, and to ensure you file and remit your taxes correctly after you update your store to use the new canadian tax features, you can manage your tax settings, including your registrations, overrides, and customer exemptions you can add, delete, or change your registrations or account numbers at any time you can override the taxes that shopify sets, but be aware of the following restrictions overrides are also affected by your registrations sometimes the default tax rates don't apply to certain products. for example, certain types of children's clothing might be exempt from tax or have a lower tax rate. if the default rates don't apply, then you need to create an override creating an override is a two-step process. you first create a manual collection that includes the products that have a different tax rate. then you specify in what region the override applies and its rate for details on collections, refer to collections as well as setting up a customer to be exempt from all tax, you can exempt a customer from specific canadian taxes. you can change a customer's exemption settings in your shopify admin on the customer's profile. refer to setting canadian tax exemptions for more information you can manage various settings that determine how tax is calculated on your products. for example, you can set whether taxes are included in your prices, whether to charge vat on digital goods, and whether to apply tax to shipping costs. you manage these settings on the taxes settings page. refer to tax overrides and exemptions to learn more in the tax calculations section, select the options that apply previously, taxes were rounded at the invoice level by calculating the taxes on the order's subtotal, and then rounding the results. after you update your settings to use the eu tax features, tax amounts are rounded at the line-item level. in this case, the total tax value is calculated by applying the tax rate to each line in the order, rounding the result, and then adding these subtotals together to arrive at the total value of the order rounding taxes at the line level improves the calculation of different tax rates and makes it easier to calculate taxes for orders that include taxable and non-taxable products a customer makes an order containing 42 different items, each of which have a price of 14.99 and are subject to 13 hst. the line item tax for each product is determined by multiplying the price 14.99 by the tax rate 0.13, for a result of 1.9487 previously, the tax of each line item was added together, and the total was rounded. in this case, the added total was 81.8454, which was rounded to 81.85 tax is now rounded at the line-item level, which means the tax amount is rounded for every product individually. the line-item tax amount of 1.9487 is rounded to 1.95, which is then added together to get the total. in this case, the tax total is 81.90.;;

this guide is relevant for merchants in india a goods and services tax gst took effect in india on july 1, 2017 the gst is an indirect tax throughout india. it replaces other taxes and levies that are applied by the central and state governments, including value added tax vat, central sales tax, excise duty, and commercial tax, among others talk to a tax consultant to make sure your business is registered and compliant with the gst in general, gst registration is mandatory if your business meets any of the following conditions talk to a tax consultant to learn whether you need to register for orders within the state where your business is located, you need to pay central gst cgst to the central government and a state gst sgst to your state government. for orders outside the state where your business is located, a single tax called integrated gst igst is payable to the central government you can't set multiple tax line items in shopify, but you can set up your taxes so that you're charging the sum of sgst and cgst for sales of goods in the state where your business is located for information about the gst categories, refer to the website of the central board of excise and customs the tax rate differs depending on the type of product, so a specific rate can't be set automatically. instead, shopify sets some defaults that you must update depending on your specific needs the initial settings for your store are provided only as a starting point, and aren't intended to be used until they've been reviewed and updated. if you're not sure what taxes you need to charge, then contact a local tax advisor use the default tax rates as a starting point to set up your taxes for example, suppose you're based in the state of maharashtra, where a 28 gst applies. to charge the correct tax percentages, make the following changes to the default tax settings to apply different rates to different types of products, you can create hidden collections for each tax category and assign your products to these collections, and then override the tax rates for each collection shopify helps to automate your taxes, but doesn't remit or file your taxes for you. it's your responsibility to check with local tax authorities or a local tax professional to ensure that you're charging the correct rates when you know what you should charge and you've entered your tax rates, you can perform some test orders to ensure that taxes are being charged correctly. to learn more, refer to placing a test order there are a few different settings that might affect the way taxes are charged to your customers. if you're not seeing the results that you expect, then review the following if regional taxes aren't being charged, then check to make sure you haven't introduced any settings that would prevent this. if a customer is set to be tax exempt, then no tax is charged on their orders. if a product is set to be tax exempt, then no tax is charged for that product to learn more, refer to set up tax-exempt customers or set a product to be exempt from sales tax if the tax being charged is too high, then make sure that your regional tax rates have the right setting for their behavior. most of the states in your store are set by default to instead of, so that only the base tax percentage for that state is used. tax behaviors such as added to and compounded on top of increase the amount of tax applied. to learn more, refer to make sure that taxes aren't duplicated if you set your products to include tax in the price, then it might appear that tax has not been charged. this setting charges your customers exactly the price you have listed for that product, and then calculates what portion of that price is tax. to learn more, refer to include taxes in product prices you can use the hs tariff code for products to store the hsn code. this field is in the shipping section of the product page this field requires that codes have at least 6 digits. if you want to use shorter hsn codes, then add your hs codes as metafields or product tags shopify doesn't create a gst-compliant bill. to create a gst-compliant bill, use a local third-party gst invoicing service or an app from the shopify app store.;;

this guide is for merchants who sell in japan. it's your responsibility to consult with local tax authorities or a tax professional to verify that you charge your customers the correct tax rates, and to ensure you file and remit your taxes correctly japan uses location-based taxes, which means that taxes are calculated using your address and your customer's address. you're not required to enter tax registration numbers to charge tax to your customers, but you might need to set tax rates manually in japan, merchants are required to use tax-inclusive pricing. for new merchants, product prices include tax by default. if you aren't yet selling with tax-inclusive prices, then enable the all prices include tax setting in the shopify admin after you enable this setting, the prices in your store will include tax. the listed price for a product is the amount that the customer will pay, and the tax portion of the price is calculated using the formula tax tax rate x price 1 tax rate. learn more about including tax in your product prices if you already have product prices set without tax, and you need to change them to tax-inclusive pricing, then do one of the following customedit is an app that changes the price of your products by a specific percentage. you can choose to change all your products or selected products, and choose whether you want the changes to take effect immediately or at a set time there might be a delay in updating your products, depending on how many you've selected.;;

you use a csv comma-separated values file to import products into your shopify store, and to export products from your store. by using a csv file, you can import or export a large number of products and their details at one time. this can be helpful if you want to exchange product information between shopify and another system learn how to open and edit a csv file you can download and view a sample product csv file to use as a template the sample file contains an example product and a couple of variants. your import file likely contains many more products and variants. if you use the sample file to create your own import file, then make sure that you remove all the example products the sample file includes the variant inventory qty column, which is only used for stores that have a single location. if you use multiple locations and you want to import or export inventory quantities, then use the inventory csv file the first line of your product csv file must be the column headers that are included in the sample csv file and in the same order. each column must be separated by a comma. the following lines or records in the file must contain data for your product using the same columns in that exact same order when you import a csv file you can select the option overwrite any current products that have the same handle. existing values will be used for any missing columns. if you select this option, then when the handle in the import csv file matches an existing handle in your products list, the values in csv file overwrite the values in the matching columns in the existing product list. if the overwrite option isn't selected, then the products that match an existing handle will be ignored during csv import if a required column in the import csv file is blank, then the matching value in the product list is overwritten as blank for example, the type value in your existing product list is snowboard, but the type column is blank in the csv file that you import, then the snowboard is overwritten as blank if a non-required column is not included in the import csv file, but is included in the existing product list, then the value in the product list remains the same for example, if the variant image column is included in the existing product list, but that column is not included in the import csv file, then the value in the product list remains the same changing data in the option1 value, option2 value, or option3 value columns of the product csv file deletes existing variant ids, and creates new variant ids. any change to variant ids values can break third-party dependencies on variant ids handles are unique names for each product. they can contain letters, dashes, and numbers, but no spaces, accents, or other characters, including periods. handles are used in the url for each product for example, the handle for a women's snowboard should be womens-snowboard, and the product's url would be url every line in the csv file that starts with a different handle is treated as a new product. to add multiple images to a product, you must add multiple lines with the same handle the description of the product in html format. this can also be plain text without any formatting learn more about how overwriting existing products affects the data in this column the name of the vendor for your product. entered values must be at least two characters long a comma-separated list of tags used to tag the product. most spreadsheet applications automatically add quotes around the tags for you. if you use a plain text editor, then you need to manually add the quotes. states whether a product is published on your online store. if the product is published on your online store, or false. if the product is hidden from your online store if a product has an option, then enter its name. caution changing data in this column deletes existing variant ids values, and creates new variant ids. any change to variant id values can break third-party dependencies on variant ids if a product has an option, then enter its value. for products with only one option, this should be set to default title if a product has a second option, then enter its name. if a product has a second option, then enter its value. if a product has a third option, then enter its name if a product has a third option, then enter its value the sku of the product or variant. this is used to track inventory with inventory tracking services this field can't be left blank if you're using a custom fulfillment service the weight of the product or variant in grams. don't specify a unit of measurement or use decimals. for example, for a weight of 5.125 kg, enter 5125 shopify always imports and exports the weight in grams, even if you specify a different unit. you must use accurate weights if you intend to offer carrier-calculated shipping or use a third-party fulfillment service you must enter a value, even if that value is 0 include your inventory tracking for this variant or product. valid values include shopify, shipwire, amazonmarketplaceweb, or blank if inventory isn't tracked if the existing inventory tracking options are removed, then inventory is no longer tracked the number of items you have in stock of this product or variant. this column is used only for shopify stores that have a single location if your store manages inventory at multiple locations, then this column isn't included. if you want to import or export inventory quantities, then use the inventory csv file how to handle orders when the inventory level for this product or variant has reached zero. variants with a deny inventory policy can't be purchased after their inventory level reaches zero. variants with a continue inventory policy can be purchased after their inventory level reaches zero, allowing for negative inventory levels the product or variant fulfillment service used. valid values are manual, shipwire, webgistix, and amazonmarketplaceweb if you use a custom fulfillment service, then you can add the name of the service in this column. for the custom name, use only lowercase letters. spaces aren't allowedreplace them with a dash -. periods and other special characters will be removed. for example, if joan's fulfillment is your fulfillment service's name, enter joans-fulfillment in the csv file you must have a custom fulfillment service set up in your shopify admin before you can add the name of the service in this column the price of the product or variant. don't include any currency symbols, include only the price. the compare at price of the product or variant. the option to require shipping. valid values are true, false, or blank which equals false the barcode, isbn, or upc of the product enter the url for the product image. shopify downloads the images during the import and re-uploads them into your store. these images aren't variant-specific. the variant image column is where you specify variant images you can't change the image file name after that image has been uploaded to your store. thumb, small, or medium suffixes in their names enter the number that represents the order in which you want the image to appear on the product's page. the images will appear in order from smallest to largest starting from an image position value of 1. if you want the image to appear first for that product alt alternate text describes an image and is an important part of a product description. if an image can't load for any reason, then alt text is shown instead. it's also used by assistive technology to describe an image to a customer who's visually impaired. including alt text will boost your website's seo. keep your alt text brief and descriptive. the maximum length is 512 characters, but the optimal length is 125 characters or fewer states whether the product is a gift card or not. the addition of this column also allows you to edit other gift card details, such as the body or tags columns, and import these changes. a gift card can be created and activated only in the shopify admin. you can't initially create a gift card through a product csv file import the seo title is found on a product's details page under the search engine listing preview header in the page title field. the seo title has a character letters and numbers limit of 70. if you leave this field blank when importing a product, then the field is automatically populated with the product title the seo description is also found on a product's details page under the search engine listing preview header in the meta description field. the seo description has a character letters and numbers limit of 320. if you leave this field blank when importing a product, then the field is automatically populated with the product description the google shopping fields might be used by an app to sync products to the google merchant center. however, shopify's google channel doesn't use these metafields. you can ignore fields in the columns that include google shopping in their names unless an app tells you to use them the url for images of variants. if you add an url, then it must be a functioning image url valid values are g, kg, lb, and oz if this field is left blank, then the variant weight unit is kg available to shopify plus plan the avalara code to apply taxes to this product. this field applies only when you import to or export from a store that uses the shopify plus plan's integration with avalara avatax when you create a csv file by exporting products from a store that uses avalara, the variant tax code field is populated. if you import this csv file into a store that doesn't have avalara set up, then your import will fail how much it costs you for the product or variant. don't include any currency symbols, only include the cost. if the column is missing, then all products upload as active. if the column is present, then blank values cause the upload to fail with the error status isn't valid. set the status as active,, draft, or archived the collection column is the only column that you can add to the csv file that doesn't break the format. you can't add any other columns to your csv file to organize your products into collections during the csv file upload, you can add a new column anywhere in your csv file with the header name collection you can add a product to only one collection for each product, you need to decide if it's a simple product or one with variants simple product doesn't have variants if you upload a product that doesn't have variants, then enter all the fields as described above for the product on the first line along with the url for the first image. on the following lines, enter just the handle and the url for each additional image if you upload a product that has variants, then enter all the fields as described above for the product on the first line along with the url for the first image. on the following lines, enter the handle. then, skip the title, body html, vendor, and tags columns. fill out the rest of the variants' details and each image url after you've added all your products and images, save your csv file in utf-8 format using lf-style linefeeds. if you're not familiar with encodings, then see your spreadsheet or text editor program's documentation to view an example csv file, download this sample product csv file, and then open it in google sheets or another spreadsheet program a csv file can only contain text. so you need to make sure all product images are on an existing website. those image urls are only used during the csv file importing process in other words, you can delete them when your import is done if the files are on your computer only, you must upload them to your shopify store or another image hosting service to link to their url if you're switching to shopify from another platform, you can copy the current image urls and use them in the csv file if the product csv file was produced by exporting your products from shopify, then you don't need to do anything because your images are already on your website if you remove products or product images from your shopify store after exporting and try to import those products without updating their image urls, your import fails when you have urls for each product image, you can start building your csv file you can add more product images to your csv file by uploading more images to your shopify admin. if you're building your shopify store with a csv file, then the process is a little different. you need to be able to edit a csv file. shopify recommends using google sheets to view a formatted version of your csv files you can add up to 250 images to a product your product images must be uploaded to a publicly accessible url. that is, they should be behind an protocol with no password protection. to do this, you can upload images to the files page of the shopify admin. the urls generate automatically. after clicking upload files, you can select up to a couple hundred images to upload in bulk to add multiple images you need to open your csv file in your spreadsheet program, such as google sheets locate the products that you want to add images to on the next row, click and drag on the row numbers to select multiple rows. select the same number of rows as the number of additional images you add while those rows are highlighted, right click anywhere in the highlighted area, and choose insert x rows above copy and paste the handle of the desired product into column a for your new rows upload your images to shopify on the files page then highlight and copy one image url at a time return to your spreadsheet software and scroll sideways to the final columns of the csv file in the column image src short for image source paste one image url into each line repeat steps 2 - 4 for all images of this product optional fill out the fields under the next column image alt text to boost your seo. click here to learn more about image alt text you can then save the file and import it to shopify.;;

from april 1, 2021, all german retail merchants must comply with the new kassensichv regulation in germany. this regulation impacts all merchants in germany who sell in-person and have a digital cash register that accepts cash payments. under this regulation, merchants are required to connect electronic cash registers to a technical security system tse for auditing purposes you can use the tse kassensichv app from the shopify app store to help comply with the tse regulation. for a monthly subscription fee, the tse kassensichv app stores all financially relevant in-store transactions on an external cloud storage location. the external cloud storage solution is provided by fiskaly, a third-party compliance service provider after you set up the tse kassensichv app with your tax information and the relevant retail store locations, you can export your tse data as required for auditing purposes by the tax authorities the tse kassensichv app is not yet a fully certified solution. we are working with our third-party provider, fiskaly gmbh, to obtain full certification. fiskaly is only partially certified iso 27001 and csp-l certification and cannot complete the certification by march 31, 2021. individual taxpayers are encouraged to contact their local tax office to submit an application to extend the deadline for compliance, which is currently set for april 1, 2021. learn more about submitting an application merchants pay a monthly subscription fee of 9 usd per store location. this fee is in addition to your pos pro or pos lite subscription fees charges are billed based on the date of installation through the shopify app store billing system tse kassensichv app supports shopify pos lite, shopify pos pro, and shopify plus merchants. to enable integration with the tse kassensichv app, you need to update your pos app to the latest version the following restrictions apply when retail store locations have tse support activated, the tse information is printed on customer receipts. you can use any supported receipt printer with your all-new shopify pos if you allow permission for the tse kassensichv app to integrate with available ios devices at a retail store location, then you can print receipts with applicable tse information at any of your store registers you can install the tse kassensichv app from the shopify app store after you install the tse kassensichv app, you need to provide your vat id and tax number tin if necessary, you can modify your vat id and tax number tin you can manage the list of active store locations to use in your tse compliance exports. you should activate all locations where you make retail transactions, including refunds and exchanges you can export your tse data as required for auditing purposes by the tax authorities.;;

you can use shopify's facebook channel to sync your products to a catalog on facebook so that you can create marketing activities on facebook directly from shopify before you can create facebook ad campaigns in shopify, you need to configure your facebook marketing settings inside of shopify's facebook sales channel. after that is set-up, you can create facebook ad campaigns from the marketing section of your shopify admin after you set up shopify's facebook channel, you can create the following marketing activities in shopify to help retail stores during covid-19, facebook is promoting gift cards from eligible retail stores to local customers. you don't need shopify's facebook channel to connect a gift card product to facebook setting up shopify's facebook channel for marketing creating facebook audience building ads in shopify creating facebook dynamic retargeting ads in shopify creating facebook page posts in shopify;;

flash sales can provide great opportunities to sell a large quantity of products in a short period of time, but they can require some preparation if you're expecting a large increase in your checkouts. in most cases, special preparations are recommended only if you're running a flash sale and you expect tens of thousands of customers to start a checkout within a few minutes for example, shadi usually gets 10,000 visitors and 100 orders per day. they're running a flash sale and expect 50,000 visitors and 1000 orders over a period of 24 hours. this sale doesn't require any special preparation. later, shadi's business is featured on a major network, and they set up a flash sale to take advantage of the feature. they expect a significant increase in demand, with tens of thousands of customers competing for inventory, with stock selling out in minutes each time it's restocked. that's a substantial increase, and requires some preparation to make sure the flash sale goes smoothly if you determine that your flash sale will generate enough orders that you need to prepare in advance, then you should start as soon as possible. when appropriate, start your preparations weeks in advance to make sure you have time if you want to provide a preview of the products you're offering during your flash sale, then create unique preview products separate from the ones that you'll actually be offering for sale when the event begins. when you publish products to your online store with inventory available, customers are able to complete a checkout with those products. while some theme modifications can hide add to cart actions, these shouldn't be relied on to stop customers from purchasing if you sell internationally and collect duties and import taxes, then consider disabling the collection of duties and import taxes until your sale is complete. if you decide to collect duties and import taxes during your sale, then review your sale products to verify that they have the following information ensuring that you have these fields filled out on your sale products helps to estimate duties and import tax costs. if your product does not have an hs code or a product type, duties and import tax will not be calculated for that product in the event that a technical issue with a third party affects your ability to serve your customers, the best course of action is to lock your storefront to prevent the issue from getting any worse. if you activate your password page, then new visitors are unable to create a new checkout in your store, but customers already in the process of checking out can complete their purchases. locking your storefront lets you to make changes and resolve the issue in the background, and assure users that you're working to resolve the issue and resume your sale create a collection specifically for your sale items and, if possible, a theme that highlights and simplifies your product pages. showing streamlined collections and product pages during the sale provides an easier, faster checkout experience for your customers. in particular, consider disabling the following verify whether multiple locations are enabled in your store. if they are, then you should consider disabling fulfillment locations that aren't fulfilling online orders for the duration of the sale. you can re-enable them after your sale is complete consider whether customer accounts are necessary for the duration of the sale. if not, then they can be disabled for the duration of the event disabling customer accounts doesn't prevent orders from being associated with customers. all customers still receive order confirmations, and your customers will be able to review their order history after customer accounts have been re-enabled if you capture payments automatically, then you should consider changing your settings to capture payments manually for the duration of your flash sale. capturing payments manually avoids potentially high credit card fees in the event of overselling or cancelled orders, and allows you to review and verify that orders are legitimate before the payment is completed and the fulfillment process starts for large flash sales, you need to make sure that your third-party integrations can handle the increase in traffic to your store if you have third-party apps as part of your checkout process, then you should contact the developers with an estimate of the volume of orders you expect and the duration of your sale. they can provide information on what their app can handle. if they're not confident that the app can support the amount of checkouts that you expect, then consider disabling the app for the duration of your sale shipping apps typically display poor performance during extremely high volume events. because a checkout can't be completed if shipping rates aren't provided, consider disabling shipping apps and carrier-calculated rates for the duration of your sale. instead, set up custom flat rates directly in your shopify admin. for example, if you have a shipping app installed in your shopify admin that provides calculated shipping rates to your customers, then you should consider disabling the app, and use your own custom flat rates instead. using your own custom flat rates lets your customers complete the checkout without needing to wait for shipping rates to be calculated if you use shopify shipping, then ensure that you have disabled your own shipping carrier accounts and are using shopify's shipping carrier accounts instead if you have private apps installed in your store, then you should review them to make sure that they are as efficient as possible and that the api call rate is sufficient. if you aren't sure that an app can handle the volume you're expecting, then consider disabling it for the duration of your event. refer to our guide on maximizing your use of the shopify api to learn more if you don't use shopify payments, then contact your payment provider to ensure they can support the volume of sales you expect. consider setting up a second payment provider in case your primary provider isn't able to keep pace with your orders. make sure to test your providers beforehand to ensure there aren't any problems for your customers at checkout an external payment provider is a service that directs customers to complete their payment outside of shopify, and includes payment options that allow paying later or partial payments. these payment options can result in overselling of merchandise, because of the time needed to transmit the checkout to a third-party service and back again with completed payment information. if you offer a payment option like this, then consider disabling it for the duration of your sale.;;

many regions have seasonal sale periods during the year, such as black friday and cyber monday bfcm. at these times, customers take advantage of promotions to buy high-value items as well as holiday gifts when preparing for a seasonal sale period like bfcm, you can use the following resources to help you plan your promotions, manage your customer service, and process orders efficiently set up automatic discounts or discount codes use kit to quickly create marketing add or update your store policies add customer reviews to your products manage your store from your device with the shopify app use the order timeline to communicate with staff use a bulk action to fulfill many orders at once close more sales through real-time conversations - shopify blog;;

when customers can't visit your business, you can stay connected to them by creating online shopping experiences such as virtual shopping appointments, live social media broadcasts, and short videos posted to your profile or story. connecting with your customers directly is a great way to develop stronger relationships and brand loyalty, while reassuring your customers that you care about their customer service needs you can offer virtual shopping appointments with your customers to let customers shop and place orders using a live video chat. when customers book an appointment with you, use a video chat service to connect remotely to provide a one-on-one shopping experience for example, if you sell sports and athletic wear, then your customers could book an appointment with you to discuss the fit or specific details of your products. speaking to your customers about their needs can also help you find a product that you sell that suits their needs better than the product that they're asking about. personalizing the shopping experience like this can help your customers find exactly what they're looking for during the appointment, you can create a draft order to begin processing your customer's order. this lets you to keep track of what items your customer has decided to purchase, and creates an invoice for your customer. when the appointment comes to an end, you can email the invoice to your customer for them to complete payment you can create a draft order for your customer and then send them an invoice for the order. by default, the invoice contains a link to a checkout, where your customer can pay for their order from your shopify admin, go to orders optional add any additional details such as do one of the following actions using the live feature on facebook or instagram is a great way to open a direct link between you and your customers. when you use the live features on your social media, you can talk about new or featured products, current or upcoming promotions, or any updates to your business that would be good for your customers to know about you can also use the text chat to answer questions about your brand or products as your customers ask them. replying directly to your customers adds a personal touch to the brand experience, and can build brand loyalty for more information about instagram live, refer to the instagram help center for more information about facebook live, refer to facebook solutions you can engage your customers while using your social media accounts like facebook or instagram. if you want to feature a specific product, such as a new arrival or an item that recently went on sale, then you can use the story feature on your social media to draw attention to it. you can use your story to speak to your customers directly by responding to their comments and posts or highlighting fans of your brand. being active on social media also works to remind and reassure your customers that you are still accessible through your online presence and store.;;

online advertising costs money. to make sure you're getting the most for your advertising spend, it's a good idea to analyze the success of your marketing campaigns. depending on your marketing goals, you might want to track your campaigns in the following ways measuring marketing performance setting up bing ads conversion tracking;;

you can use launchpad to schedule, coordinate, and execute events, such as sales, product drops, and inventory restocks. as an event progresses, you can track its success by viewing the app's real-time, analytic dashboard the launchpad app is available on the shopify app store for shopify plus merchants only to see more videos, visit our youtube channel you can use launchpad to automate the following event tasks launchpad guidelines and limitations changes made before, during, and after a launchpad event;;

with shopify's shopcode app you can generate qr codes for your store that act like a physical buy button, or you could use them online to direct customers to a product or checkout page. the qr codes you generate with the shopcodes app doesn't change anything in your online store, affect your customers, or change your orders you can download the qr codes as a png file or as an svg file. png files are recommended for sharing online, and svg files are best for sharing in print when you install the shopcode app, you allow it to when you create a qr code from a product page, you can set up the code to direct customers to a product description page, or send them directly to your checkout page with the selected product in the cart. when you set up the code to send customers to the checkout, you can also add an automatic discount from the more actions drop-down menu on any product page, select create a shopcode enter a title for the qr code, and choose a link that you want the qr code to take your customers to when they scan it select a file type and click download shopcodes to download the qr code as a png file or as an svg file. from your shopify admin, go to apps select or search for a product, and then click select product enter a title for the qr code, and provide a link for where you would like the qr code to take your customers when they scan it optional select the checkbox under help text to add explanatory copy to the qr code optional select a file type and click download shopcodes to download the qr code as a png file or as an svg file. when you change the link for your existing qr codes, the existing codes you have downloaded or printed automatically directs your customers to the new link. you don't need to download or print them again you can see scans and conversions from your shopcodes in the sales attributed to marketing and sessions attributed to marketing reports click the code that you want to see reports for in the reports section, click either view traffic or view conversions there are many ways you can use qr codes to enhance your business by incorporating qr codes into your product packaging, you can make it easier for offline shoppers to learn more about your products, or encourage existing customers to make repeat purchases by scanning to go directly to checkout on mobile, with a discount code if you want to reward customer loyalty displaying a qr code on the windows of your retail store lets you sell even when your doors are closed to customers by directing them to your shopify store running an event or pop-up where inventory space is limited? get customers to scan a qr code and purchase your products on their smartphones. set up shop anywhere offline without having to keep your inventory on hand qr codes can be used to promote other products or discounts with packaging inserts and through offline advertising materials. instead of manually typing in your website's url, you can take shoppers directly to the product in your shopify store in as much time as it takes to pull out your phone and scan the code the shopcodes app displays your store's 50 most recent discount codes only.;;

you can use email marketing to grow your business and build relationships with your customers. sending newsletters to customers who sign up for your mailing list is a great way to let them know about new products and upcoming sales you can learn more about how to grow your business with email marketing on the shopify blog for legal and privacy reasons, make sure that you send promotional emails only to customers who have agreed to receive marketing from your online store. customers can subscribe to marketing emails by adding their email address to a newsletter sign-up on your online store, or by checking a checkbox in the checkout. you can then have them receive a confirmation email for subscription by modifying your checkout settings if your store is located in germany and your email marketing setup requires you to send confirmation emails to your customers, your customers must respond to these emails to be included in any marketing that you send. enabling double opt-in can help with gdpr compliance, and can create a more engaged subscriber list after a customer accepts marketing from your online store, their email address shows on the customers page of your shopify admin. click email subscribers to show only the customers who have agreed to receive promotional emails you can collect customer emails from the checkout. using this option, the customer needs to complete the checkout for their subscription preference to be recorded for more information about how shopify collects, uses, and stores personal information, refer to our privacy policy in the email marketing section, check show a sign-up option at checkout. this adds a sign-up checkbox to your checkout optional check preselect the sign-up option. this preselects the email marketing sign-up box at the checkout for customers without an account. it also preselects the box for customers with accounts who are in the email subscribers customer list. the box isn't preselected at the checkout for customers with accounts who have opted out of email marketing and aren't on the email subscribers customer list if your store is located in germany, then you see additional customer subscription status information if your store is located in germany, then there is an additional require customers to confirm their subscription check box on the email marketing section of the notifications settings page. letting customers opt in to receive marketing emails helps you create a more engaged subscriber list by preventing uninterested or incorrect email addresses from being added to your subscriber's list to collect customer emails from your home page, add a newsletter signup section to your online store. with a newsletter signup, you collect email addresses from your customers and store them on the email subscribers tab on the customers page in the shopify admin for help with adding a newsletter section to your online store, see your theme documentation double opt-in requires customers to click a link in an email to confirm that they want to receive email marketing from you. the confirmation email is sent automatically when someone enters their email address and subscribes in your online store. in some countries, double opt-in is required by law, and it's also a best practice when it comes to acquiring more engaged subscribers. customers who subscribe to your mailing before you enable double opt-in are not required to confirm their status you can customize your double opt-in email by clicking settings notifications in your shopify admin. for legal reasons, this email should not contain any marketing if you enable double opt-in, then you should update the newsletter form's confirmation message in your online store so that customers know to check their email for a follow-up confirmation. updating the confirmation message can help ensure more opt-ins. for example, your confirmation message could say something like check your email to confirm your subscription! you edit the confirmation message in your shopify admin by going to online store themes edit languages. depending on your theme, the field is labeled either confirmation under the newsletter form section, or post success under the sign up section if you enable double opt-in in your shopify store and use a subscription app, then you need to update the double opt-in settings in the app. if the app doesn't have a double opt-in option, then any customer who sign up are marked as a subscriber in your customers section when you're researching or preparing email marketing, you might encounter some of the following terminology;;

shopify's google channel automatically syncs your products and relevant information about your shopify store with the google merchant center. you can then update your google product listings directly from your shopify admin. for eligible stores selling in the united states, products synced to google merchant center using shopify's google channel can appear in relevant google shopping tab search listings for free if you want to create google smart shopping campaigns from within shopify, then you need to connect your google ads account as well. learn more about google smart shopping campaigns from google ads help. if your marketing campaigns require more customization than what the google channel offers, then use google ads to create your campaigns on google instead learn more about the google channel requirements. if you already use google merchant center to manage a product feed or create google ads, then you might want to review some considerations before syncing an existing google merchant center account the google channel is available only for certain countries and currencies list your products for free on google creating google smart shopping campaigns;;

after you set up facebook marketing in shopify's facebook channel, you can create free page posts. facebook page posts can help you to build engagement on your facebook page by letting visitors click a link in a post to see the product in your shopify store it's free to create facebook posts from shopify, because they are not a type of facebook ad. however, when you set up the facebook channel, you need to add your payment information to facebook. if you don't create any paid facebook ads from shopify, then you won't be billed by facebook learn more about the best practices for facebook page posts from the facebook ads help center to prepare your marketing in advance, you can save a marketing activity or automation as a draft. then, you can publish the marketing activity or automation when you're ready to use it view the options for marketing activities or automations select the activity or automation you can preview marketing activities and automations before you save or publish optional in the schedule section, select a date and time to publish your post save the activity or automation as a draft, or publish it if you need to edit a facebook post after it's published to your page, then you can do so from facebook save a draft or publish the activity you can delete a marketing activity that you created in shopify when you delete an activity in shopify, it's deleted on the related service, like facebook or google, and any related ad spend is stopped. while the activity is being deleted outside of shopify, you see the being deleted status for the activity. after the activity is fully deleted outside shopify, it's removed from the list of activities in shopify. deleting a marketing activity is permanent marketing activities created outside of shopify need to be deleted from the service where they were created next to a marketing activity, click edit activity click delete activity, and then click delete activity to confirm you can also delete a post from facebook, but its status isn't updated in shopify. to remove the related marketing activity, you need to delete it from shopify.;;

after you set up facebook marketing in shopify's facebook channel and you have synched your products to facebook, you can create a marketing activity in shopify for facebook dynamic retargeting ads. the ads can help your customers to discover more products in your online store to create facebook dynamic retargeting ads, you also need to sell by using a shopify online store, and your store can't be password protected. learn how to remove your online store password when you create facebook dynamic retargeting ads in shopify, facebook automatically determines the best placement for the ad across its audience network. your ad might appear on another platform, like instagram. learn more about ad placements from facebook help facebook dynamic retargeting ads promote relevant products to customers who have visited your online store. facebook tracks visitor behavior on your online store using the facebook pixel, and then builds an audience of visitors who were active on your store in the last 30 days. dynamic retargeting ads are shown as personalized facebook carousel ads for each visitor, and include the products they viewed or added to their cart when you set up shopify's facebook channel, your products are automatically made available to the app. products that are available to the facebook channel are synced to a product catalog on facebook used for creating dynamic retargeting ads. learn more about making products available to sales channels and apps you might see product publishing errors listed in the facebook channel. you can resolve these errors from the product details page for a product with errors learn more about creating dynamic retargeting ads from the facebook ads help center when you create a marketing activity with a facebook dynamic retargeting ad, you can use the ad template to set up the ad. you can preview your ad before you publish it. the preview uses random products from your store so that you can get an idea of what the ad will look like click facebook dynamic retargeting ad enter a name and the ad text for your activity you can also choose to set an end date and time pausing an ad stops it from running and stops your spending on the ad click the campaign activity for the facebook dynamic retargeting ad hover over a campaign activity, and then click view report. learn more about marketing activity reports.;;

after you set up facebook marketing in shopify's facebook channel, you can create a marketing activity in shopify for facebook audience-building ads. facebook audience-building ads appear on facebook as carousel ads that feature your products, and can help new customers find your online store when you create facebook audience building ads in shopify, facebook automatically determines the best placement for the ad across its audience network. your ad might appear on another platform, like instagram. learn more about ad placements from facebook help when you buy facebook ads, you pay for them through your facebook ad account. make sure you understand the facebook advertising policies before you create a facebook ad campaign before you can create facebook audience building ads from shopify, you need to sell by using a shopify online store, and your store can't be password protected. learn how to remove your online store password to see more videos, visit our youtube channel one of the marketing activities that you can create in shopify is a facebook audience building ad when you create a marketing activity or automation in shopify, you have the option to save it as a draft and publish it when it's ready, so that you can prepare your marketing in advance to view the options for marketing activities or automations select the activity or automation you can preview marketing activities and automations before you save or publish choose a target audience for your ad interests interests that you can target your ad to. for example, if your ideal customer is interested in dogs, then you can add keywords such as dogs or pets save a draft or publish the activity you can edit, pause, or delete draft and published marketing activities so that you can manage your facebook audience building ads from shopify when you edit a draft marketing activity or automation, you can save your changes or publish it. draft marketing activities are listed on the marketing page and draft automations are listed on the marketing automations page to delete a marketing activity that you created in shopify, go to the marketing section of your shopify admin, and then click campaigns. select the marketing activity that you want to delete, click delete activity, and then click delete activity again to confirm your choice when you delete a marketing activity or automation in shopify, you won't be billed for it anymore. shopify syncs to the related service to update your account with any changes that you make. while the activity or automation is in the process of being deleted outside of shopify, it has a being deleted status in shopify. after the activity is fully deleted outside of shopify, it's removed from the list in shopify. deleting a marketing activity or automation is permanent if you delete a marketing activity or automation outside of shopify, for example by deleting a facebook ad from ads manager, then you need to delete it in shopify to remove it marketing activities created outside of shopify need to be deleted from the service where they were created.;;

before you can create facebook ad campaigns in shopify, you need to set up the facebook marketing feature in the facebook channel. after that is set-up, you can create facebook ad campaigns from the marketing section of your shopify admin when you buy facebook ads, you pay for them through your facebook ad account. make sure you understand the facebook advertising policies before you create a facebook ad campaign when you set up shopify's facebook channel, you authorize the app to access a facebook page for your business as well as a facebook ad account and facebook business manager. facebook business manager is a tool that you can use to organize and manage all of your facebook business accounts, like your pages and ad accounts. the facebook page might connect to your personal facebook account, but shopify uses your personal facebook account information only to access the facebook page, ads manager account, and facebook business manager if your facebook account has an administrator or editor role on a facebook page, then you can post, comment, and message as the page without customers seeing personal information. learn more about facebook page roles before you can create facebook ad campaigns in shopify, you need to set up a facebook business manager that owns both your business's facebook page and an ad account if you have a personal ad account, then you need to connect it to a business manager. if you've never run ads with your personal ad account, then you need to create a new ad account inside business manager before you can create facebook ad campaigns. learn more about business manager and ad accounts from the facebook ads help center if you don't have a business manager, then you can set one up when you're setting up the facebook channel the following requirements need to be met on facebook before you can connect your facebook page learn how to create a facebook page for your business at the facebook help center on facebook, you need an admin role for a page, ad account, and business manager before you can access all of facebook's settings and make certain changes. pages, ad accounts, and business managers have separate account permissions, which means that you need admin roles for each one. the business manager that you select in the facebook channel must be the owner of the facebook page and the facebook ad account during onboarding. if the facebook page or ad account is owned by a different business manager, then the facebook page and the facebook ad account aren't listed as options to connect. if you can't connect a desired facebook page or ad account, then try connecting a different facebook business manager you can find an overview of facebook roles and permissions and links to more resources on the facebook help center you also need to sell by using a shopify online store, and your store can't be password protected. learn how to remove your online store password click create campaign, and then select facebook audience building ad click set up facebook to install the facebook channel click set up on the facebook marketing section of the facebook channel connect your facebook account, or create a new account connect a business manager, or click create new and then follow the steps on facebook to create a new business manager connect a facebook ad account, or click create new and then follow the steps to create a new ad account connect a facebook page for your business, or click create new and follow the steps on facebook to create a new facebook page select your data sharing level and connect your pixel, or create a new pixel select a facebook target country where you want to target your facebook ads. learn more about facebook ad targeting view and accept facebook's terms you can now create facebook ads and facebook page posts through the marketing section in your shopify admin. after your products have been approved by facebook, you can create dynamic retargeting ads with the approved products if you need help with troubleshooting your facebook account setup, then see the following articles from the facebook help center;;

from the marketing page in shopify, you can create and manage marketing campaigns for promotions. the marketing page also includes recommendations to improve your marketing strategy you can also create marketing outside of shopify using third-party services or apps, and view data about these activities in the service where you create them to create marketing automations, go to marketing automations marketing campaigns and automations can each help you grow your customer base in different ways, but you can consider using both in your overall marketing strategy marketing campaigns include one or more marketing activities such as content marketing or advertising. marketing campaigns are usually directed at a specific promotion because you can publish activities within a set timeframe. for example, you might run a facebook ad to promote a sale on a product, or you might create a post on a social media platform to let your followers know about a new product. when you create a marketing activity in shopify, you have the option to save it as a draft and publish it when it's ready, so that you can prepare your marketing activities in advance. for important events, such as black friday, you can group marketing activities together to work toward a specific campaign objective marketing automations are best for growing your customer base and improving online store sales on an ongoing basis. you can use them to capture new store visitors, improve online store conversions, and market to existing store visitors. for example, you might run a google smart shopping campaign to display your products in google searches, or you might set up abandoned checkout recovery emails to automatically remind visitors to return to your store and complete an order. you can pause, edit, or delete the marketing automations that you create in shopify you need to have a marketing app installed and your store needs to be on the basic shopify plan or higher to create marketing activities and automations. many marketing apps require you to sell by using a shopify online store you can create marketing campaigns and automations from shopify. the details that you need to add depend on the activity or automation that you're creating when you create a marketing activity or automation in shopify, you have the option to save it as a draft and publish it when it's ready, so that you can prepare your marketing in advance to view the options for marketing activities or automations select the activity or automation you can preview marketing activities and automations before you save or publish save a draft or publish the activity you can edit, pause, or delete draft and published marketing activities or automations from shopify. before you update a marketing activity, you can check the top of the page to see if another staff might also be making changes to the same marketing activity to view marketing campaigns that you've already created, in your shopify admin, click marketing, and then click campaigns when you edit a draft marketing activity or automation, you can save your changes or publish it. draft marketing activities are listed on the marketing page and draft automations are listed on the marketing automations page to delete a marketing activity that you created in shopify, go to the marketing section of your shopify admin, and then click campaigns. select the marketing activity that you want to delete, click delete activity, and then click delete activity again to confirm your choice when you delete a marketing activity or automation in shopify, you won't be billed for it anymore. shopify syncs to the related service to update your account with any changes that you make. while the activity or automation is in the process of being deleted outside of shopify, it has a being deleted status in shopify. after the activity is fully deleted outside of shopify, it's removed from the list in shopify. deleting a marketing activity or automation is permanent if you delete a marketing activity or automation outside of shopify, for example by deleting a facebook ad from ads manager, then you need to delete it in shopify to remove it marketing activities created outside of shopify need to be deleted from the service where they were created you can archive marketing campaigns in shopify that match any of the following conditions you can't add any marketing activities to an archived campaign, but you can unarchive it at any time and then add activities. to view archived campaigns, click the link on the marketing page you can archive a marketing campaign from its details page if a marketing campaign has activities with one of the following statuses, then you can delete the marketing campaign this means that the campaign has to either have no activities in it, all of the activities are deleted, or has only draft activities in it the recommendation section includes changes that you can make to your store to improve traffic and increase the conversion of visitors into customers. shopify continues to add recommendations specific to your business as your business evolves. use the to change to the previous or next recommendations. if you don't want to a specific recommendation anymore, then click no, thanks.;;

creating content to tell stories about your brand in blogs, emails, videos, or social media is referred to as content marketing. you can develop meaningful and engaging content for your customers by developing a content strategy a content strategy is the part of your marketing plan that defines how you use content to demonstrate your expertise and build a relationship with your audience. the following factors are included in an effective content strategy after you've created your content, you can plan the publication of your content using a planning calendar by developing content for a few marketing channels, you're providing your audience with different ways of engaging with your brand and finding your store. consider developing content for one or more of the following channels you should design marketing content based on the characteristics of each channel. tailor content for each channel by optimizing the text, images, or videos. make use of specific channel features like hashtags or mentions to help your audience find your content. because a customer might encounter your content on more than one channel, don't add the same content everywhere. instead, create content that can be coordinated on different channels to tell different parts of a story. for example, an instagram image post featuring your staff could lead to an about us page in your online store you don't need to be on every channel. create a strategy that you can sustain and develop content for the channels where your customers are most likely to be a challenge of content strategy is determining what types of content appeal to your customers. to create engaging content consistently across your channels, define a content mix of a few recurring formats and post types. you can create written content or media content, such as videos or images to help customers find your store, the content that you develop should cover subjects or information related to your products. consider the keywords that a customer might use to find your store in a search engine, and create content that is tied to those keywords. because many content channels offer search, using seo strategies can help your audience discover your content try to define a content mix that makes sense for your brand and audience while also differentiating you from competitors. consider one or more of the following formats for your content mix to make it easier to create new content within a format, you can build templates and designs. for example, you can save instagram hashtags so you always have them handy when you post, or you can apply the same filter to your photos to achieve a consistent look before you develop any content, define the business goals that you want to achieve through your marketing efforts. aim to create content with the goal of delighting your audience, as well you can use content marketing to help you with the following goals use the goals that you define to measure the success of a content marketing effort. for example, you can measure an increase in brand awareness by the number of impressions on a facebook post, or you can see if an instagram post increased the demand for a product based on referred sales add referral links to your store when you create a profile for a social media account, an email campaign, or any content for a secondary website. you can use these links to help you determine the value of creating content for those channels based on their conversion rate. learn more about tracking conversion details for orders by using a calendar to plan content updates, you can make sure that you develop a variety of content and publish it at the frequency that your audience expects. add each social media update, blog post, video, or other content marketing effort to the calendar so that you can check that your channels are updated regularly. you can also use a calendar to plan coordinated content for a variety of channels or schedule content for upcoming holidays or events that are relevant to your customers publishing time can make a difference in engagement. to determine the best times to publish content, you can read industry research relevant to your audience or channels, or just start slow and measure customer engagement with the content. you can even use your own habits as a guideline to save time, you can use scheduling tools to prepare content in advance. within your content mix, include ideas you can plan for in advance, reproduce, and publish regularly. balance your mix with formats that you can quickly create and others that take more time to produce. prepare several pieces of content at once so that you can spend your time focusing on other aspects of your business a predictable publishing schedule helps customers learn what to expect. when you plan content in a calendar, make sure you can sustain the content development and won't get overwhelmed when you plan your content strategy, look for opportunities to apply it anywhere that your audience interacts with your store. use a similar style, message, or image across the following locations don't forget to keep the conversation going, especially on social media channels or within blog comments. when you respond to comments, share posts from others, and answer questions, consider how the interactions relate to the rest of your content mix to tell your brand story.;;

posting on social media can be a good way to promote your online store and connect with customers. you can create social media accounts for your business to help build your brand, improve your seo, and increase traffic to your store product pages and blog posts on your online store include buttons that you and your customers can use to share content on social media when you post about your business and products on a blog, you are increasing your online presence. this helps search engines to find your site. learn more about adding a blog to your shopify online store if you already have an audience online and want to start selling there, then use the buy button sales channel to add your shopify products to blog posts on other platforms to get the most out of social media, you need to do more than share your products. create and share blog content that is relevant to your customers to build brand loyalty and encourage customers to talk about your business sharing buttons appear on published blog posts if your brand strategy includes social media marketing, then you might want to help customers engage with your business on social media. some themes come with social media buttons, so you can direct customers to your social media profiles. you can search for social media in the theme store to see themes that have this feature the following free shopify themes include social media buttons to add other social media features to your online store, search for an app on the shopify app store that does what you need, or customize your theme code.;;

for more information about how shopify collects, uses, and stores personal information, refer to our privacy policy before you install and set up shopify email, verify that your store meets all the requirements to use shopify email, you need to have an online store with shopify, and to have the online store sales channel installed. if you want to send emails to your subscribers using shopify email, then your store needs to have a paid shopify subscription plan with a payment provider set up. if your account is on the trial plan, then you can create email messages, and send test email messages to yourself using shopify email, but not to your subscribers there might be additional cname records added to your dns settings. these are required for shopify email, so do not remove them you can find shopify email in the marketing section of your shopify admin. all merchants with a paid shopify plan have 2,500 free emails to send at the beginning of every month. email cost is calculated using the following rules for more information, refer to shopify email cost your sender email address is your customer-facing email address. this is the email address that is displayed in the from field when your customers receive an email from you. if you don't setup email forwarding to use an email address with your store domain, and update your sender email address, then your store's emails might appear with as email or email via url to your customers, or be flagged as spam. it's recommended that you use an email address from your store domain to avoid deliverability issues and help with brand recognition if you have a shopify-hosted domain, then you don't need to do any additional setup to send from an email address associated with your store's domain some email providers aren't compatible with shopify or require you to adjust your domain settings. learn more about setting up your email address in the store details section, change your email address under sender email if your sender email address ends in.com rather than a customized sender email address that ends with the name of your store, then your email address might appear in inboxes as email via url if your sender email address is dmarc protected, then your email address might appear in inboxes as email, and replies from your customers will be forwarded to your chosen sender email address if your domain has not been verified, also referred to as authenticated, then your sender email address will appear in inboxes as your chosen sender email address with via url after it. verifying your domain removes the via url. verifying your domain also helps with the deliverability of your emails if your domain has not been authenticated, then your sender email address appears in inboxes as your chosen sender email address with via url after it. to send emails from your email address without via url, you can authenticate your domain by clicking authenticate on the sender email page. a new window will open and provide you with instructions on how to create four new records with your domain provider. the host names and values for the new records need to be entered in the order that they appear in the new window. it can take up to 48 hours to verify your domain. if you have problems or need help setting your third-party domain, then you can contact your third-party domain provider not all domain providers use the same terminology for creating new records. instead of host name, the terms name, label, or prefix might be used. this is where your record links to. value might be referred to as the place this record points to, or the destination. all domain hosting providers may differ slightly. learn more about third-party domains or contact your third-party domain provider for more information if the verification process fails, then you should double-check that you created all four new records correctly. review the host names and values to confirm that they match the guidelines provided. if you entered the values incorrectly, then you can retry verifying your domain.;;

you can display your shopify products on your facebook page by using the facebook shop feature in the facebook channel when you set up the facebook shop feature, facebook creates a shop section on your facebook page. your shopify products are displayed in the shop section so that customers can shop on your facebook page. if you make changes to a product in shopify, then the changes are also updated in your facebook shop customer experience on facebook shop;;

sending marketing emails to your customers can be a great way to increase traffic to your store. increasing the number of visitors to your store can increase your chances of making a sale. here are some things to help keep your customers engaged with your content, and interested in visiting your store these suggestions are general guidelines for using shopify email. some suggestions might not be relevant for you and your business planning the look and feel of your emails helps to make sure that they match the rest of your brand. use similar colors, fonts, and logos as seen in your store. the goal is to make sure that when readers open your email, they can tell it's from your business use a custom sender email address when sending emails to your subscribers to help with more deliverability and brand recognition. learn more about changing your sender email address if you add images, then they should relate to what you sell in your store. shopify automatically pulls in product images and collection images, but you can also add images that help show readers the journey your store is on. if you're looking for stock photography to use in your emails or for your online store, then url is a great place to start however, since some email clients disable images in their emails, you should avoid using images to display text that's critical to your email. for example, don't advertise a sale only by using an image that includes the text 50 off since the image might be blocked by a customer's email client for any images you use, make sure to include alt text. alt text is important for keeping your emails accessible for all audiences. the goal of an email is to guide readers to your store, so it's also good practice to include a link for any images you add to help readers navigate to the relevant content on your store when you're writing content for your email, try to get familiar with your intended audience, and create emails that appeal to them. for example, if you are writing for a younger audience, then you might want to adjust your language to engage with them keep any promotional or important information in the top section of your email. on mobile devices, it should be within the first two scrolls to help get the reader's attention. you might only have a few seconds to get the attention of readers, so make sure that the main information in your email is what they see first try to keep emails under 200 words or about 20 lines. in some cases, if your email is too long, then an email provider might cut off your email so that readers see only some of your content. for example, gmail cuts off emails with messages larger than 102kb, and hides the rest of the content avoid putting your content exclusively in capital letters or using excessive exclamation marks, and write for a 8th grade reading level. this helps make your emails accessible to a wide audience of readers. learn more about making your content more readable from nielsen norman group the first thing readers see when checking their inbox is your subject line and preview text. at that point, readers make a decision on whether to open your email or delete it. how you write your subject line and preview text can help influence that decision, and get readers to open the email here are some things to consider depending on where you're located, you might need to include a physical postal address in your promotional emails. the can-spam act in the united states and the casl legislationpipeda in canada are examples of these laws. the rules, regulations, and laws surrounding email marketing and spam, such as unsolicited emails sent in bulk, vary depending on your location. make sure you're familiar with the laws in your region, state, and country before you begin an email marketing campaign by default, your store address is included in the footer of your emails. if you don't feel comfortable sharing your store address in your emails, then you can rent a po box from your local post office or ups store to use as your mailing address. to change the mailing address in your emails, go to settings general in your shopify admin and enter your po box address as your store's address your store address is the address that's shown on your invoices from shopify. it could also affect which apps can be used in your store. make sure that you're comfortable with using a po box for these purposes before you update your store address to learn more about email marketing, you can find detailed information in the following articles;;

when a new customer places an order with your store, their name and information are automatically added to your customer list. you can email customers from the admin using their profile information, and depending on the circumstances, you can also manually add, edit, or delete a customer profile. if you want to send discounts or emails to a specific set of customers, then you can create a customer group a customer profile is created when an a customer interacts with your business, such as when a customer from your shopify admin, click customers from the customers page, click add customer fill in the applicable fields and update the applicable checkboxes only one email address can be associated with a customer account at a time. you can change the email address associated with an account by editing the customer click save to create the customer profile enable the options that apply to the customer profile tap save to create the customer profile tap the check mark to create the customer profile if you want to enable tax overrides for all customers at the municipal, state, or national level, then you can do that on the taxes page of your shopify admin click the name of the customer profile you want to send the email to in the customer overview section, click the customer's email address edit the subject line for the email, or leave it as the default. url generates as your store's name in the sent email in the custom message for this customer field, type your message if you want to receive a copy of the message for your records, then select where you want copies to be sent under send bcc to when you are finished, click review email if you are satisfied, then click send notification. if you want to revise the message, then click back from the shopify app, tap store, and then tap customers tap the name of the customer profile you want to send the email to in the contact section, tap email. you are redirected to the default email app on your device edit the subject line and body of the email, review the email, and then send it if a customer profile already exists in shopify, then you can edit its information on the customers page before you update a customer profile, check if another staff might also be making changes to the same profile from your shopify admin, go to customers click the name of the customer profile you want to edit in the customer overview section, click edit in the edit customer dialog, you can change click save to confirm your changes to the customer profile's information click the name of the customer profile that you want to edit in the default address section, click manage to view or edit existing addresses in the manage addresses dialog, click edit address under the address that you want to edit change the customer's address details and click save a customer note contains information that you might want to keep track of for a particular customer profile. notes are visible to store staff only, so your customers won't see them under customer note, add or change existing notes in the text box, and click save you can use tags to label your customers with categories or descriptive terms. for example, if you have wholesale customers, then you can tag those customers as wholesale in the tags section, add or edit your customer profile tags in the text box. tags can have up to 255 characters click save to confirm your changes you can search and filter your customer profile list using tags if a customer profile already exists in shopify, then you can edit their information on the customers screen from the edit customer screen, you can change the following details customers can have multiple addresses associated with their profile. with the shopify app, you can add new addresses to a customer profile, edit an existing address, and select a default address when a customer has an account with your store, their default address will be pre-filled for them when they check out on your online store. learn more about customer accounts on the edit addresses screen, select whether you want to add an address or edit an existing address enter or edit the customer's address, and then tap save if you want to make the address the customer profile's default address, then tap make default address beneath it on the edit addresses screen with the shopify app, you can add new addresses to a customer profile, edit its existing addresses, and set a default address if you sell subscription products and need a customer to update their payment information because of a failed payment, then you can update your customer's profile in the shopify admin click the customer profile that you want to edit in the payment methods section, click more actions and select an action if you clicked send link to update card, then select the email address you want to send the email from in the drop down menu and click send email if you clicked replace card, then complete the replace credit card form and click confirm for more information on offering subscriptions, refer to subscriptions from your shopify admin, you can use bulk editing to delete customers, add customer tags, and delete customer profile tags for several customers at once. you can delete customers only if they have no order history with your store select each of the customer profiles that you want to edit click the action of your choice depending on what you select, you might need to confirm your choice you can delete customer profile records from shopify if the customer has no order history with your store. customers with an order history can't be deleted from your store's records. if a deleted customer buys from your store in the future, a new record will be created for them on the customers page, select the customer profiles you want to delete using the checkbox next to each name click delete selected customers you can find a list of your customer profiles on the customers page in your shopify admin. use the sort by menu to sort your customer profile list by use the search bar on the customers page to search for specific customer profiles. you can search for any part of a customer's name, email, phone number, or address enter a search term into the box marked with a magnifying glass, and your customer profile list will update to show you the customers that match that term you can use the search bar on the customers screen to search for specific customer profiles. you can search for any part of a customer's name, email, phone number or address tap the search bar, and then enter a search term. matching customers will appear beneath the search box. if you have any saved customer groups, then you can tap one to find customer profiles in that group you can use spotlight search on your ios device to search for orders, products, collections, and customers. tap an item to open it in the shopify app the search button on the customers screen allows you to search for specific customer profiles. although searching is useful to find a single customer profile, filtering allows you to view all the customers that match one or more criteria. from your shopify admin, you can filter customer profiles by the following criteria select the filter and conditions that you want, as well as a value optional repeat steps 1 and 2 to add multiple filters optional to remove filters, click clear under a specific filter, or click clear all filters the customer profile list shows the customers that match your filters. you can move between pages if there are multiple pages of results labels summarize all the filters you've placed on your customer profile list. after you perform a search or apply filters, you can save the list of results in your shopify admin. this creates a new filter tab at the top of your customer list. you can use the filter tabs to quickly sort your customers into groups. your saved searches also show in the shopify app when you tap the search button customer groups can be combined with discounts to offer promotions to specific customer groups customer groups also help you target specific subscribers when you send marketing emails with shopify email customer groups update automatically, so customers will be added and removed from groups depending on the search or filter terms used to create the customer group perform a search, or filter your customer list click save filters after you've applied one or more filters or performed a customer profile search in the save as dialog, enter a name for the filter or search result click save filters to save the search and create a tab at the top of your customer list military mailing addresses in the us have a unique format that must be entered in a specific way. if the address is entered incorrectly, then the order might not arrive to the intended recipient. there are 3 different types of us military address if you receive an order with a us military shipping address, then make sure that the address has been entered correctly before you ship the order. if the shipping address hasn't been entered correctly by the customer, then edit the customer address using the following guidelines if you're unsure of some of the address information, then contact the customer that placed the order for further clarification.;;

if your email list has over 1,000 subscribers, then emails might take some time to reach your entire subscriber list due to a process called batching. shopify email automatically sends out emails in batches to help avoid spam filters and improve delivery rates. the time it takes for your emails to send varies by online store, based on factors like delivery rates, bounce rates, and how engaged your subscribers are if your email has not finished sending within 72 hours, then contact shopify support a good delivery rate for an ecommerce store is 95. a major contributing factor for this is the bounce rate of an email. the bounce rate indicates how many of the emails that you send out are bounced or returned to you. ideally, you want these rates to be low. one of the most common reasons that an email bounces back is because the address that it was sent to no longer exists. that's an example of a hard bounce, which means you can't fix that issue and the email will never be delivered to that address. soft bounces might be caused by an issue with a server, or the email you tried to send was too large if you follow our best practices, then issues like spam filters, unsubscribes, open rates, and bounce rates can improve. this means that the time between batches tends to decrease, allowing you to send more emails faster bounce rates, abuse complaints, and engagement from your subscribers can all affect whether or not your email is viewed as spam by an email provider. making sure your emails include relevant content can make a difference, too. see our best practices guide to improve some of your statistics and avoid these issues. if those rates improve, then time between batches also generally tends to decrease, allowing you to send more emails, faster managing who does and who does not receive your email marketing is a good way to increase engagement, which in turn has an impact on the delivery and batching success rate of your emails. if you want to send email campaigns that are tailored to a specific set of customers, then you can create a customer group. to edit individual customers profiles, click their name in the customers section in your shopify admin. for more information, see our guide about managing customers if a customer clicks unsubscribe in an email from you, or marks the email as spam, then they'll be automatically and immediately removed from your list if an email address bounces back, then that email address is not included in future email marketing email campaigns the delivery system might stop delivering an email message if subscriber engagement is low or if there are other negative performance indicators to protect your sender reputation and to ensure that future email messages are delivered there are several factors that might have a negative affect on an email's performance.;;

open tracking shows you how many emails sent out using shopify email are opened by the recipients. open tracking is enabled by default, and gives you an open rate in the report section of each shopify email campaign that you send. open tracking data shows only the total number of emails that have been opened, and not which recipients opened the email other statistics that are displayed within the report for each email campaign include the open tracking options determine how your shopify store collects analytics for shopify email optimize open tracking recommended shopify collects the open rates for your email marketing campaigns, and helps to maintain your sender reputation. if you want to balance customer data privacy choices with data reporting, then choose this setting track all email opens the number of subscribers that open your email marketing campaigns, also known as the open rate, is collected. this setting gives you the most detailed open rate reporting ask for consent subscribers can opt in to tracking by clicking opt in to email open tracking in the footer of your email marketing campaigns. the amount of subscribers that open your emails, known as the open rate, is reported based on subscribers who opt in, combined with overall email engagement, such as link clicks do not track your email open rate isn't reported. other analytics for your email marketing campaigns, such as the number of clicks from subscribers, are still collected if a buyer receives an email from you, but visits your store directly using another tab or browser window, or at a later time, instead of clicking a link within the email, then the behaviour isn't reflected in your shopify email analytics if you change your settings from ask for consent to track all email opens, then you should let your subscribers know about the update in your next email marketing campaign. being honest with your customers can help build trust no, all other recipient email addresses are hidden the open rate is how often people who receive your email open it a good open rate ranges from 20 to 22.;;

to print paper receipts, your retail setup needs to include the following items supported receipt printer models are if you buy the lan receipt printer, then you might notice that the name is shown on the front of the printer as tsp100. this is no cause for concern, as the number isn't the name of the individual model, but of that whole range of star micronics printers if you want to confirm the exact model number of the printer that you have, then look for a label that's typically fixed to the underside of the printer. two cables with slightly different connectors are supplied with a retail custom kit from shopify. one cable connects the printer to the cash drawer, and the other connects the printer to your router. take care to use the correct cable in each case when you connect a printer, it's automatically set as the default printer for receipt printing. if the default printer is unavailable, then you can't print a receipt. if you have more than one printer, then you can change the default printer from shopify pos from shopify pos, tap , and then tap manage connected hardware under receipt printers, tap the printer that you want to set as the default enable the default receipt printer option after you've set up your receipt printer, a brief diagnostic report prints. after this, you should print a test receipt to confirm that everything is working tap the printer that you want to test you can also press the feed button on the front of the supported star micronics receipt printers to print a test receipt. if paper is loaded, then a test receipt should print.;;

you create new products from the shopify admin. you also need to make them available to the pos channel in your shopify admin make sure you stock the product at your shopify pos device's assigned location or the product won't appear in your shopify pos app from your shopify admin, go to products all products from the products page, click add product enter a title for your product, along with additional details you can also import or export products using csv files.;;

some features of the training checklist aren't available use the checklist below to help train your staff on the all-new shopify pos. you might need to make changes to the training to suit the needs of your staff and business use the following checklist to help train your staff on the all-new shopify pos. you can use the manager training checklist for additional training checking inventory in other locations selling products when there is no inventory opening a customer's order history applying multiple line item discounts with cart-level discounts applying discounts for specific customers loyalty programs switching between payment types partial payments accepting gift cards and checking gift card balances shipping in-person sales to a customer's home setting up in-store pickup for online orders finding where an order was placed online or in store managing fulfilled and unfulfilled sales returning to a gift card or store credit returning an item that was bought online exchanging multiple items on an order in addition to the training above, managers in your stores might need training in the following areas using register shifts and cash tracking creating and printing end-of-day reports getting gift cards for the store assigning inventory to locations;;

the customer view app lets you use an android device as a customer-facing display for shopify pos. during checkout, the customer view displays the following information about the customer's cart when the checkout is complete, the customer can choose to receive their receipt by text or email, or to have it printed ipad only the android device running the customer view app is paired with your shopify pos device through your wifi network. make sure that both devices are connected to the same wifi network and wifi band 2.4ghz or 5ghz your android device must meet the following requirements you need to pair the shopify pos device with the customer view device every time that you restart one of the devices the customer view app is paired with shopify pos through your wifi network. tap connect customer view to display the pairing qr code in the customer view, tap pair with pos scan the qr code on the shopify pos device. connected is displayed on both apps when the pairing is complete in the customer view, tap pin app if you want to prevent customers from closing the customer view app. hold the back and overview buttons on your android device to unpin the customer view app you can customize the customer view app from shopify pos choose the message that is displayed on your customer view when no transaction is in progress you can choose to display the default welcome message or a custom message. the default message is welcome to and your shop name. an example of a custom message might be winter sale 40 off when email capture is enabled, customers see an option to sign-up for emails whenever the custom message or welcome message is displayed optional tap custom message, and then enter a customized message you can disconnect the customer view from shopify pos at any time when the customer view app is paired with shopify pos, it displays checkout information for any order that is processed using the paired shopify pos device. if you enable tips, then the customer can select a tip amount on the customer view. when the checkout is complete, the customer selects how they want to receive their receipt if you're experiencing connectivity problems between shopify pos and the customer view app, then try following these steps close shopify pos and the customer view app open shopify pos and go to store hardware if the customer view app is still showing as connected, then tap - beside customer view to disconnect it if the customer view app is disconnecting from the wifi network, then turn off power-save mode open the customer view app and pair it with shopify pos.;;

the point of sale overview shows you a high-level view of how your retail business is performing. you can find the overview in the shopify admin under the point of sale sales channel. to go to the full analytics report, click view report. the overview shows you key metrics about your retail business you can see these metrics for all of your locations or for a single location. you can also also filter the information by date.;;

before you start using shopify pos, you need to set up the shopify pos app and update the point of sale settings in your shopify admin product management from the admin;;

the all-new shopify pos app supports ios only. the shopify pos classic app supports both ios and android the all-new shopify pos app is a point of sale system that you can use to sell your products in person to see more videos, visit our youtube channel you can use the basic features of shopify pos to sell almost anywhere, including brick and mortar stores, markets, and pop-up shops. use shopify pos to create a cart for each customer. you can also modify the cart, for example, by adding or removing products or applying a discount. when the cart is ready, you can accept payment with a range of payment methods shopify pos syncs with shopify to track your orders and inventory across your retail locations, online store, and other active sales channels. you can even view and manage your store's orders from the app to use the all-new shopify pos, multi-location must be enabled in your store settings connect your shopify pos app to additional retail hardware, such as a barcode scanner or a cash drawer to create a full retail store experience managing orders, refunds, and exchanges quick reference - processing a sale collecting tips with the all-new shopify pos troubleshooting the shopify pos app;;

shopify connects with retail hardware that helps you build your business, both in person and online. you can buy shopify-supported hardware from the shopify hardware store if you have your own hardware, then make sure it's supported by shopify;;