Filter Orders by Custom Metafields for Efficiency

Executive summary:

• Add functionality to filter orders by custom metafields.
• Enhances order processing efficiency and accuracy.
• Beneficial for Shopify Plus merchants needing optimized workflow.

What changed

Shopify now allows you to filter your orders by up to 5 custom metafields in the order list. This feature improves your ability to locate orders that require specific handling or include special business attributes. You can save these metafield filters as custom views for easy access.

Why it matters

For Shopify Plus merchants, managing large volumes of orders can be challenging. This update offers an enhanced way to sort and manage orders based on unique business needs, ultimately leading to a more streamlined workflow and better customer satisfaction.

Role-specific impact

• Marketers: Easily track orders linked to specific campaigns or promotions by filtering with marketing-related metafields.
• Developers: Integrate these filters seamlessly with existing systems, reducing the need for custom code.
• Store admins: Improve operational efficiency by creating saved filters for frequently monitored order attributes.

Use-case example

Real-world scenario & metric

A clothing retailer uses metafields to tag orders for expedited processing. By filtering orders for products in their 'rush delivery' metafield, processing time is reduced by 20%.

Implementation checklist

1. Define and add up to 5 order-related metafields in your Shopify admin.
2. Create and save custom views using these metafields for future use.
3. Train staff on using filters to expedite order management processes.

FAQ

Q: Can I use metafield filters on the Shopify mobile app?
A: Currently, metafield filtering is best accessed through the Shopify web platform.

Q: Are these metafield filters compatible with all order management systems?
A: These filters integrate directly within Shopify's admin and are compatible with its existing systems.

Resources

Read more about order metafields here.

Need guidance? Talk to Makro.