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¿Qué significa archivar un pedido?  Un pedido archivado es aquel que ha sido compeltado y luego es “cerrado” por ti (el dueño de la tienda), o por un administrador.

Generalmente, lo mejor es archivar tus pedidos una vez han sido completados ya que te esto te proporciona una cifra aproximada de la cantidad de pedidos que te quedan por completar. Dejar abiertos pedidos que ya has cumplido satisfactoriamente es una forma de garantizar el caos en tu tienda de Shopify.

Además, puedes aplicar filtros que ordenan tus pedidos según su número, fecha, estatus de pago, etc– para poder ver una lista completa de los pedidos que cumplen ciertos parámetros.

Archivar un pedido de forma automática

Espera un momento– ¿esto se puede hacer de forma automática? Genial.

Si quieres archivar automáticamente todos tus pedidos después de cumplirlos, tan solo sigue estos sencillos pasos:

Paso #1: Ve al panel de administrador de tu tienda de Shopify.

Paso #2: Haz clic en ajustes (“Settings”)

como archivar un pedido shopify

Paso #3: Una vez estés en la pestaña de ajustes  (“Settings”), haz clic en la opción de “Checkout” a la izquierda de la página.

como archivar un pedido shopify

Paso #4: Deslízate a través de la página hasta la sección de procesamiento de pedidos (“Order Processing”) y selecciona archivar automáticamente tus pedidos (“Automatically archive the order”).

como archivar un pedido shopify

Archivar un pedido manualmente

Está bien, lo entendemos– quieres asegurarte de que lo has hecho correctamente. A pesar de que recomendamos el uso del proceso automático, para que tengas una cosa menos sobre la que preocuparte, también entendemos que puedes ser el tipo de persona que le gusta control y verificar cada paso. (¡Lo cual nos parece perfecto!)

Así, sigue los siguientes pasos para archivar manualmente un pedido:

 

Paso #1: Ve al panel de administración de tu tienda de Shopify.

Paso #2: Dirígete a la sección de pedidos (“Orders”) en panel de administración de tu tienda de Shopify (a la izquierda):

como archivar un pedido shopify

Paso #3: Selecciona los pedidos que deseas archivar:

como archivar un pedido shopify

Paso #4: Haz clic en el menú desplegable de “Bulk Actions”, y haz clic en archivar pedidos (“Archive orders”).

como archivar un pedido shopify

Ahora tu pedido se verá como archivado

como archivar un pedido shopify

¡Bueno, no fue tan difícil! Bien te decidas por el método automático o por el manual, procura hacerlo.

La última cosa que querrías ver es un montón de pedidos “abiertos” cuando en realidad solo tienes que cumplir 10.

Recuerda siempre tratar de optimizar y automatizar cuando te sea posible, hará tu trabajo más fácil. Te lo prometemos.

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