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Products, Orders, Customers, Marketing, Discounts Management Guide

In-Depth Management Guide: Products, Orders, Customers, Marketing, Discounts#

Introduction#

This in-depth guide dives deeply into managing key operational areas in Shopify: Products, Orders, Customers, Marketing, and Discounts. It builds on previous guides by providing granular steps, advanced features, examples, best practices, troubleshooting, and 2026-specific updates (e.g., enhanced AI for personalization, improved analytics integrations, expanded API endpoints). Each section includes subheadings for clarity, code examples where relevant (e.g., for metafields or Liquid), and tips for scalability.
Access & Prerequisites:
Shopify admin: https://admin.shopify.com/store/your-store-name.
Permissions: Ensure staff accounts have relevant access (e.g., Products for inventory managers).
Tools: Use CSV/Excel for bulk operations; integrate apps like Matrixify for advanced imports.
2026 Updates: AI-driven insights (e.g., predictive inventory), customer segments with ML, discount stacking rules via API.
Best Overall Practices: Audit logs for changes, use dev stores for testing, comply with GDPR/CCPA for data handling.
If you're Thoai from Da Nang, note that Shopify supports VND currency and integrates with local gateways like VNPAY for VN merchants.

1. Managing Products (In-Depth)#

Products encompass inventory, variants, media, pricing, and organization. Shopify supports up to 100,000 products (Plus plan).

1.1 Detailed Steps for Adding/Editing Individual Products#

1.
Navigate: Products > All products (search by title, SKU, tag).
2.
Add: Add product → Basic or use AI: Click "Generate with AI" → Prompt "Create a t-shirt product with 3 sizes and colors".
3.
Edit: Click product → Sections:
Title: Descriptive, SEO-optimized (e.g., "Organic Cotton T-Shirt - Eco-Friendly Apparel").
Description: Rich editor (HTML mode for custom code):
Embed videos: <video src="url.mp4" controls></video>.
Tables: Use Markdown or HTML for specs (e.g., size chart).
AI: Generate/rewrite sections (e.g., "Make this description engaging for millennials").
Media: Drag-upload (up to 250 files, 20MB each).
Types: Images (JPG/PNG/WebP), Videos (MP4), 3D Models (GLB/USDZ for AR), Alt text mandatory for accessibility/SEO.
Features: Auto-optimize, zoom/hover effects via theme.
Pricing:
Price: Base (e.g., 29.99),Compare−at(strike−throughsales,e.g.,39.99).
Cost per item: Auto-calculate margins (e.g., 50% markup).
Taxes: Inclusive/exclusive, custom rates by location.
Inventory:
Quantity: Per variant/location (multi-warehouse support).
SKU/Barcode: Unique identifiers, GS1 compatible.
Tracking: "Track quantity" toggle; low-stock alerts (email/Slack via apps).
Oversell: "Continue selling when out of stock".
Variants:
Options: Up to 3 (e.g., Size: S/M/L, Color: Red/Blue/Green, Material: Cotton/Poly).
Bulk: Auto-generate combinations → Edit per-variant price/inventory.
Example: For 2 options with 3 values each → 9 variants.
Shipping:
Weight/Dimensions: For calculated rates (e.g., 0.5kg, 20x20x5cm).
HS Code/Country of Origin: For customs (e.g., 6109.10 for t-shirts).
Profiles: Group products (e.g., "Fragile" for glassware).
Organization:
Type/Vendor: Categorize (e.g., Type: Apparel, Vendor: BrandX).
Tags: Multi (e.g., "summer", "eco", "bestseller") for filters/searches.
Collections: Assign multiple (manual/smart).
SEO:
Meta title/description: Custom or AI-generated.
URL Handle: Slug (e.g., /products/organic-t-shirt).
Metafields: Custom data (Admin > Settings > Custom data > Products).
Example: Add "Ingredients" as multi-line text → Use in theme via Liquid {{ product.metafields.custom.ingredients }}.
Availability: Sales channels (Online, POS, Facebook), Apps (e.g., Amazon sync).
4.
Save → Duplicate for variations.

1.2 Bulk Operations & Advanced Features#

Bulk Edit: Select multiple → Edit products → Spreadsheet view for prices/tags.
CSV Import/Export: Products > Import/Export → Template includes all fields; handle variants as separate rows.
Inventory Adjustments: Products > Inventory → History log, bulk transfers between locations.
Gift Cards/Digital Products: No inventory tracking; auto-fulfill.
Bundles: Via apps (e.g., Bundler) or manual (product with variants as "bundle options").
API: Use GraphQL for programmatic updates (e.g., update inventory via script).

1.3 Best Practices & Troubleshooting#

Best: High-res media (2000px+), consistent tagging, seasonal collections.
Scale: Use PIM apps (e.g., Plytix) for large catalogs.
Troubleshoot: Product not visible? Check channel availability, inventory >0, theme templates.
Error: Variant limits exceeded? Upgrade plan or optimize.

2. Managing Orders (In-Depth)#

Orders track sales from cart to delivery, with fraud analysis and automations.

2.1 Detailed Order Lifecycle Management#

1.
Navigate: Orders (filter by status, risk, tags, metafields).
2.
View List: Columns customizable (e.g., add "Total Weight").
3.
Order Details Page:
Header: Order #, Date, Customer, Total, Payment/Fulfillment Status.
Items: Line items with quantities, prices, taxes; edit/add/remove (recalculate totals).
Customer/Shipping/Billing: Edit addresses, add notes.
Timeline: Chronological events (e.g., "Payment captured"); add comments.
Payments:
Gateway: Shopify Payments, PayPal, etc.
Actions: Capture (for authorizations), Refund (partial/full, reason dropdown, restock toggle).
Voids/Cancels: Before fulfillment.
Fulfillment:
Mark Fulfilled: Manual or auto (e.g., digital products).
Shipping: Integrate carriers (USPS, DHL) → Generate labels, tracking numbers.
Partial: Fulfill subsets (e.g., backordered items).
Locations: Assign from warehouses.
Risk: AI score (Low/Medium/High) based on IP, CVV, etc.; manual override.
Tags/Metafields: Custom (e.g., "Urgent" tag triggers Flow automation).
Edit Order: Post-creation changes (notify customer option).
4.
Draft Orders: Orders > Drafts → For quotes/POS; send invoice link.
5.
Abandoned Checkouts: Orders > Abandoned checkouts → Recovery emails, analytics.

2.2 Bulk & Advanced Features#

Bulk Actions: Fulfill, Archive, Tag, Export (CSV/PDF).
Automations: Shopify Flow (e.g., "If order >$100, tag VIP").
Integrations: ERP (e.g., NetSuite), 3PL (e.g., ShipBob).
API: Webhooks for real-time updates (e.g., order created → external system).

2.3 Best Practices & Troubleshooting#

Best: Custom notifications, fraud rules (Settings > Payments).
Scale: Use order management apps (e.g., Order Printer).
Troubleshoot: Order not fulfilling? Check inventory locks; Payment issues? Gateway logs.
Error: High risk? Verify customer manually.

3. Managing Customers (In-Depth)#

Customers store profiles for personalization and loyalty.

3.1 Detailed Customer Profile Management#

1.
Navigate: Customers (search by name/email, filter by segments).
2.
Add: Add customer → Import CSV.
3.
Profile:
Details: Name, Email, Phone, Addresses (multiple, default shipping/billing).
Account: Enable/disable login; password reset.
Tax Exemptions: By location/group.
Order History: List with links; Lifetime Value (LTV), Average Order Value (AOV).
Notes/Tags: Private notes, public tags (e.g., "Subscriber").
Metafields: Custom (e.g., "Birthday" for targeted emails).
4.
Segments: Customers > Segments → Dynamic queries (e.g., "orders_count > 3 AND country = 'VN'").
Examples: "Repeat Buyers", "High Spenders >$500".
Use: In marketing/discounts.

3.2 Bulk & Advanced Features#

Bulk Edit: Tags, Exports (CSV with all data).
Imports: Map fields (e.g., from Mailchimp).
Privacy: Data requests, deletions (GDPR tools).
API: Customer API for CRM sync (e.g., HubSpot).

3.3 Best Practices & Troubleshooting#

Best: Opt-in marketing, personalized segments.
Scale: Loyalty apps (e.g., Smile.io).
Troubleshoot: Duplicate profiles? Merge tool; Segments empty? Query syntax.
Error: Email bounces? Verify domain.

4. Managing Marketing (In-Depth)#

Marketing tools for campaigns, emails, and growth.

4.1 Detailed Campaign & Automation Setup#

1.
Navigate: Marketing.
2.
Dashboard: Metrics (sessions, conversions by channel).
3.
Campaigns: Create campaign → Types (Email, SMS, Ads).
Integrations: Google/Facebook/Meta → UTM tracking.
Budget/Targeting: Via partner dashboards.
4.
Automations: Automations → Templates (e.g., "Welcome Series").
Custom: Shopify Flow → Triggers (e.g., "Customer created") → Actions (send email, add tag).
5.
Shopify Email: Marketing > Shopify Email.
Design: Drag-drop blocks (images, buttons, products).
Content: Personalization ({{ customer.first_name }}).
Audience: Segments or full list.
Scheduling/A/B: Test subjects, send times.
Limits: 10,000 free/month; analytics (opens, clicks).
6.
Other: SEO (Preferences > Title/Description), Gift Cards, Abandoned Cart Recovery.

4.2 Advanced Features#

Pixels: Custom events for tracking.
Reports: Attribution (first/last click).
API: Marketing Events API for custom tracking.

4.3 Best Practices & Troubleshooting#

Best: A/B testing, compliance (unsubscribe links).
Scale: Apps (Klaviyo, Omnisend).
Troubleshoot: Low engagement? Spam scores; Deliverability? Domain authentication.
Error: API limits? Rate throttling.

5. Managing Discounts (In-Depth)#

Discounts for promotions, with stacking and eligibility rules.

5.1 Detailed Discount Creation & Types#

1.
Navigate: Discounts.
2.
Create: Create discount → Code or Automatic.
3.
Types:
Percentage/Fixed Amount: Off products/orders (e.g., 20% off).
Buy X Get Y: e.g., Buy 2 shirts, get 1 free (specific products).
Free Shipping: Threshold (e.g., over $50).
Automatic: No code; applies at cart.
4.
Settings:
Value: % or (e.g.,10 off).
Applies To: All/Collections/Products (select via search).
Eligibility: Everyone/Segments/Specific Customers.
Minimum: Purchase/Quantity (e.g., min $100).
Usage: Limits per customer/order, total uses.
Dates: Start/End (schedule flash sales).
Combinations: Allow stacking (e.g., with free shipping).
Channels: Online/POS.
5.
Bulk Codes: Generate 100+ unique (e.g., for influencers).

5.2 Advanced Features#

Volume Discounts: Tiered (apps needed).
API: Discount Code API for dynamic creation.
Reports: Usage analytics (redemptions, revenue impact).

5.3 Best Practices & Troubleshooting#

Best: Urgency (time-limited), personalization.
Scale: Loyalty programs via apps.
Troubleshoot: Not applying? Check cart eligibility, exclusions.
Error: Conflicts? Priority rules (first created applies).

Conclusion & Next Steps#

This guide provides exhaustive details for Shopify's core management areas. For even deeper customization, explore Shopify's API docs or apps. If you need examples tailored to VN market (e.g., local shipping integrations), let me know!
Last updated: January 16, 2026
Save as In-Depth-Shopify-Management-Guide.md.
Modified at 2026-01-16 07:34:40
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