How to filter Shopify Orders by Merchant Location

You can prevent Shopify orders from being imported into ShipHero when they are assigned to specific merchant locations.

This feature is ideal for 3PLs managing specific regions for a brand, ensuring that orders destined for merchant-owned locations or other fulfillment partners do not clutter your ShipHero queues and reports.

Why Use Location Filtering?

Previously, orders from all locations were imported, requiring manual cancellation or filtering. By filtering specific locations as "not importable," you can:

• Reduce Operational Noise: Keep non-fulfillable orders out of picking queues and shipment metrics.
• Enhance Data Privacy: Ensure 3PL providers only see the data relevant to the regions they serve.
• Streamline Reporting: Your metrics will accurately reflect only the volume assigned to your specific warehouse.

Table of Contents

• Strategic Use Cases: Who is this for?
• How to Configure Location Imports
• Order Import Logic & Scenarios
• Troubleshooting Missing Orders

Strategic Use Cases: Who is this for?

This feature is designed to support 3PL providers managing brands with multi-region or multi-partner fulfillment strategies.

Ideal Setup

You should use location-based filtering if your client's Shopify store follows this common structure:

• Regional Fulfillment: The brand uses your 3PL services for one specific region (e.g., North America) while using other partners or their own warehouses for other regions (e.g., Europe or APAC).
• ShipHero-Fulfillable Locations: The Shopify store has one or more locations explicitly assigned to your ShipHero-managed warehouse.
• Non-ShipHero Locations: The Shopify store has merchant-owned locations (like brick-and-mortar retail stores) that should not be visible to the 3PL.

Orders assigned entirely to these "filtered" merchant locations will not be imported and will not appear in ShipHero reports, picking queues, or fulfillment metrics.

When to Avoid This Feature

This feature is not intended for the following configurations:

How to Configure Location Imports

1. In ShipHero, navigate to Settings > Stores.
2. Select your Shopify Store.
3. Click on the Locations tab. You will see a list of your Shopify locations.
4. Use the Import Orders checkbox to define the behavior for each location.

ShipHero determines import eligibility based on Shopify’s Fulfillment Orders (FO). If a location is unchecked, any order fully assigned to that location's FO will be ignored by ShipHero.

Order Import Logic & Scenarios

When Shopify sends order updates, ShipHero applies the following rules based on the FO assignment:

• Order Fully Assigned to Importable Location: The order imports normally and appears in all queues.
• Order Fully Assigned to Filtered Location: The order is not imported and will not appear in reports or picking lists.
• Split Orders: If an order is split between an importable location and a filtered location, the entire order is imported to ensure no fulfillable data is lost.
• Moved Orders: If an order is moved from a filtered location to an importable one, it will import upon the next update. If moved from importable to filtered, the order remains in ShipHero and is marked as fulfilled.

Troubleshooting Missing Orders

If a Shopify order is missing in ShipHero, follow these steps:

1. Identify the Shopify Location: Check the "Fulfillment Order" location in your Shopify Admin.
2. Check ShipHero Settings: Verify if that specific location has Import Orders checked in ShipHero Store Settings.
3. Trigger a Re-import: If the setting was previously incorrect, check the box and then update the order in Shopify (e.g., add a tag or update the note) to force a sync.

Changing location settings is not retroactive. Orders that were skipped while a location was filtered will not automatically import unless the order is updated in Shopify or a manual historical sync is requested via ShipHero Support.