Guides
Step-by-step instructions for setting up and using Orderline with your Shopify store.
- Getting Started with Orderline Install Orderline from the Shopify App Store, open your production Orders view, and set up statuses, ship-by, and columns for made-to-order work.
- The Orderline orders view — line items, images, and customizations Use Orderline’s Orders screen to see product images, line items, and customer customizations in one list—without clicking into every Shopify order.
- Custom production statuses in Orderline Create nested production statuses, manage order and draft workflows, and move orders through stages on the Orderline orders screen.
- Order deadlines (ship-by date) Ship-by dates show when each order should leave, with urgency on the Orders list. Choose by shipping method, by product, or set dates yourself.
- Fulfill, hold, unhold, and cancel from Orderline Mark orders as fulfilled, on hold, release holds, or cancel from the Orderline Orders screen—actions sync to Shopify, including partial line-item fulfillment.
- Ship-by dates (manual) Set ship-by yourself on orders—one at a time, in bulk, or from Shopify Flow via the orderline.ship_by metafield—then sort and prioritize by urgency.
- Ship-by dates by product Set different ship-by lead times per product—rings in a few days, furniture in two weeks—and let Orderline use the latest deadline on multi-product orders.
- Ship-by dates by shipping method Calculate ship-by from order date and lead time (in days) per shipping method—plus a store default for unmatched rates—with urgency on the Orders list.
- Custom order table columns Show, hide, and reorder Orders columns—and add fields from custom attributes, addresses, order note, or definition-based order metafields. Optionally make columns filterable for views.
- Custom order views and filters Narrow your Orders list to the work you care about—today’s deliveries, one sales channel, a product name—and save that setup as a view you can reopen anytime.
- Draft orders in Orderline Manage Shopify draft orders on Orderline’s Drafts board—statuses for quotes and invoices, send invoices, and convert drafts to production orders.
- Staff access and location permissions in Orderline Invite team members, limit them to a location, and control who can manage statuses, drafts, and audit logs.
- Internal production notes Add private, staff-only notes to orders in Orderline—separate from the customer’s Shopify note—and print them on packing slips when needed.