Orders Template

Organize and manage customer orders in your Shopify store using the pre-build Orders template from Mixtable. With one click, you will have orders data directly into a spreadsheet.

How to use Orders template to make data-driven decisions

Here’s what you can use the Orders template for:

• Order management:

  • Track and update in real-time order statuses and other details in bulk without navigating individual order pages in Shopify. Check:

    • Financial status: paid, authorized, or refunded
    • Fulfillment status: fulfilled or still pending

• Customer behavior:

  • Track whether customers are buying in bulk or making single-item purchases.
  • Monitoring fulfillment status and delays helps measure and predict customer satisfaction.

• Inventory Management:

  • Identify best-selling items and highlight the need for replenishment to avoid stockouts.
  • Items with low or no orders may signal a need for markdowns, promotions, or removal from the catalog.

• Pricing Strategies:

  • Insight into which price points perform well and whether discounts drive purchases.

• Seasonal Trends:

  • Detect patterns in sales over time, such as peak shopping seasons or slow periods.

• Stats by Region:

  • How many orders are generated from a specific region (country, city, ZIP code)

Shopify data included in the Orders template

The Orders template comes with two worksheets - Orders and Order Line Items.

The Orders worksheet contains the following default columns:

• Order number
• Shopify ID
• Email Address
• Created At data
• Total Price

The Order Line Items worksheet contains the following default columns:

• Order Name
• Line Item Name
• Line Item Shooify ID
• Price
• Quantity
• Fulfillment Status
• Requires Shipping
• SKU
• Total Discount

Map additional data into the Orders template:

In addition to the default data pulled from the Orders template, you can map extra columns with more useful metrics depending on your store’s data strategy. For example:

• Cost data: COGS (cost of goods sold), fees, shipping
• Tax data: estimated tax, included tax, total tax

Here’s how to do it:

• Select an empty column (or insert a new one) in your Orders or Order Line Item worksheet.
• Click Set Sync from the column header.

• From the Shopify Sync Settings window, choose Standard field

• Then, from the drop-down list, you have a choice of 50+ different metrics to select from, such as:

  • Tax details (e.g., customer - tax exempt, current total tax, etc.)
  • Fees (e.g., current total additional fees set)
  • Discounts (e.g., current total discounts)
  • Customer details (e.g., number of orders placed), etc.

Analyze Orders data with functions

Operating in the Mixtable Spreadsheet Editor app allows you to use any spreadsheet function to analyze and manage your data, such as:

• sort ascending or descending,
• find-replacе,
• filter,
• use formulas, e.g., for price changes, etc.

Frequently Asked Questions:

Q: Can I have a list of unfilled orders, and when an order is fulfilled, to be removed from the list?

A: Sure. It is easy to create such worksheets in Mixtable. To do that, create a new worksheet by clicking the (+) button at the bottom of the worksheet.

• From the drop-down menu, select Orders.
• Then, choose the Set Conditional Worksheet criteria.
• Here, select Fulfillment Status > Equals > Pending.

• Click Add Condition and then Save filter conditions.

You will now have unfulfilled orders in this worksheet; whenever the order is fulfilled, it will be removed from the list.

Q: Can I view orders placed by a particular customer?

A: Yes, viewing orders by a specific customer is very easy.

• Open your Orders workbook and use the filter option.
• From the Email address column, filter the email of the customer whose orders you want to review.

Another option is adding a conditional worksheet to display orders only by this customer. To do that:

• Create a new worksheet by clicking the (+) button at the bottom of the worksheet.
• From the drop-down menu, select Orders.
• Then, choose the Set Conditional Worksheet criteria.
• Here, select Customer email > Equals > write down customer email

Q: Can I see products that have no orders?

A: Yes, you can see which products or product variants from your store have zero orders. You would need Mixtable Analytics app to view them. Here’s how:

• After installing the Mixtable Analytics app, click the Create a Workbook button.
• In the dialog that appears, select the Monthly Sales or Annual Sales pre-built templates.

The worksheet will automatically load with the following columns:

• Product Title

• Handle

• Net sales:

  • a column showing Net Sales for all time
  • a column showing Net Sales for each year or for each of the last 24 calendar months

Now, use the filtering option and select Net Sales equal to zero to view products with zero sales for all times or a specific year or month.

Find out more about the Mixtable suite of products here.