Order Management Automation Best Use Cases

Order management is an important part of any retail business. Without a proper order management strategy, you might lose track of the inventory or miscommunicate with your shipping partners. Unfortunately, 46% of SMB still use a manual tracking method, which is always prone to error. One solution is to employ order management automation integration on your eCommerce platform such as Shopify. 

In this article, we’ll discuss order automation software and some of the best use cases. 

1. Tag high-risk orders with a note

Fraudulent orders are always a big concern for businesses. Firstly, it creates a false positive about your sales capability while causing tremendous financial loss. You might end up losing your shipping and insurance cost, chargeback fee, and other related costs. The worst is that it damages your reputation and drives your customers away for fear of friction. 

Once you have detected an email address with signs of fraud, you can set up a workflow to prevent similar situations in the future. When the email address associated with the order includes a specific term, the system will automatically postpone the order and send a note to your staff to verify it.

atom8 workflow to send note about potential fraud2. Notify staff of unfulfilled orders after several days

There are several reasons why orders are not fulfilled after several days. It’s likely that the product is not back in stock in time, or someone forgets to add them to the task list. There should also be some technical problems so that your staff is unaware of new orders. Either way, it would cause customer dissatisfaction if they don’t receive the product as promised. Therefore, you should always keep everyone informed about any changes in the store. 

Set up a workflow to notify your staff about unfulfilled orders. This would prevent any mistake during the order processing that might damage your business. 

atom8 workflow to send notifications of unfulfilled orders3. Sort order by shipping address

You always need to segment orders into different groups to avoid confusion. However, it is frustrating to look into and label every product manually. With order automation, you have it done right after the order placement. 

All you need to do is to set up a workflow with predetermined category names. Then whenever the conditions are met, your order will be automatically sorted. Now your staff can group packages to the same cities and regions immediately without going back-and-forth between numerous orders.atom8 workflow to assign customers to a group

4. Emailing dropshipping partners

Dropshipping is the business model in which the retailer has another company selling their products directly to customers. This helps reduce the storage and other related costs while you can offer a wide variety of items. It’s also beneficial for testing new products as the seller doesn’t need to keep any product in their system until demand arises. 

To maintain consistent communication, you might want to email your dropshipping partners after you receive an order so that they can prepare it in time. 

workflow to send emails to dropshipping partners

Order management automation with Atom8

If you are looking for software to automate your order management process, Atom8 is probably the best on the market. The app comes with an easy-to-know interface, which only takes a few minutes to get used to (verified by our previous customers). You can customize the workflow as you want. Otherwise, there are plenty of pre-built templates to use. 

Atom8 can also be integrated with other platforms such as email marketing, delivery management, and inventory management tools. This helps create centralized management for your store, making your work a little easier.

We’re running on a free forever plan for Shopify owners. Check it out today!


Our products and services: Shopify automation, BigCommerce automation, Backorder management
Subscribe to our Blog for weekly articles

Related articles