How do I mark orders as shipped?
After you fulfill a backer’s entire order, you can mark their order status as shipped to show their order is complete.
Note: Only backers whose order state is "ready to ship" will be marked as shipped.
Mark orders as shipped for individual backers
To mark orders as shipped for individual backers:
- Search for the backer by their name, email address, notes, or pledge ID using the search bar at the top of your project page.
- When you find the backer, click their name.
- Under the status, click Mark as Fulfilled (the backer will need to be in a ready to fulfill status)
This will change their status to fulfilled and you will be able to add in a tracking number under the Packages tab (within the backers profile)
Mark orders as shipped for a specific group of backers
To mark orders as shipped for a specific group of backers:
- On the left sidebar, click Fulfillment.
- In the top right corner click on the Switch Fulfillment Method drop down and select Exports.
- From there you have the choice to select a segment to export using the Tracking Number Upload Template. If you already have an export of your tracking info, you can skip to step 5.
- Once exported, you can fill in the Tracking Numbers, Carrier Information (optional) and Tracking URL (optional).
- Under Upload Tracking Numbers, click Upload CSV File and choose the template you filled in or a Comma-Separated Value File (.csv) that contains the tracking number for each backer's order.
- Click Upload. After you upload the .csv file, your orders will automatically be marked as shipped.
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