Filter Orders Using Custom Metafields for Precision

Executive summary:

• Filter orders by up to 5 metafields.
• Facilitate special handling and business attributes.
• Integrate seamlessly into existing workflows.

What changed

Shopify Plus merchants can now filter orders by up to 5 custom metafields directly in the order list. This feature helps you locate and manage orders that require specific actions or fulfillment tasks, thus improving order processing efficiency.

Why it matters

This enhancement offers tailored sorting, helping merchants quickly identify orders needing special fulfillment or having unique business requirements. It integrates smoothly into existing order management workflows, saving time and reducing errors.

Role-specific impact

• Marketers: Tailor marketing tracking and metrics based on custom order attributes.
• Developers: Streamline workflows with new metafield integration capabilities.
• Store admins: Simplify order management and improve accuracy by utilizing tailored views.

Use-case example

Real-world scenario & metric

Consider a clothing retailer offering custom embroidery. By using metafields to tag "custom embroidery" orders, fulfillment teams quickly locate and prioritize these jobs, reducing processing time by 30%.

Implementation checklist

1. Identify key metafields for your order sorting needs.
2. Set up metafield definitions if needed.
3. Apply filters and create custom order views for timely access.
4. Ensure team training on utilizing these views effectively.

FAQ

Q: Can these views be shared with my team?
A: Yes, custom views can be saved and shared across your team for consistent order management.

Q: Are these metafield views mobile-friendly?
A: Currently, they are optimized for web access only.

Resources

For further learning, visit Shopify's order metafields guide.
Need guidance? Talk to Makro.