How do you handle orders that need special processing or manual follow-up?

[marc_alzapiedi]

Hey everyone

I’ve noticed that not all Shopify orders are “set it and forget it.” Some require extra steps like:

• Product personalization

• Following up with vendors or suppliers

• Manual fraud or payment checks

• Coordinating B2B terms or wholesale logic

• Just… internal chaos

I’m curious — how do you currently manage those types of orders in your workflow?

Do you use something like Trello or ClickUp? Google Sheets? Is it just handled in Slack or email?

We’re exploring ways to better organize this process (maybe as a Shopify app) and I’d love to hear how you handle it today.

If you’re open to sharing, I put together a quick 2-min survey here:
https://docs.google.com/forms/d/e/1FAIpQLScZVrDysGBe-TxwHmhxA0YmSjPvZIt_sSDFap-p-rONqXZtCg/viewform?usp=header

(You can skip email — it’s just for early access if interested.)

Thanks so much!

[Anchoright]

We created a workflow template in Order Printer and when we get the order we print it out and work from that. Just needs basic HTML and Liquid coding and you can use Chat GPT or another AI tool to do most of the work for you. I’d suggest creating the work sheet in word or excel and then put a screenshot or PDF copy into an AI platform and ask it to recreate it. Something like “Recreate this form for Shopify Order Printer”, and the AI will do the rest. Bit of tweaking and you’re there with a manual process. Below is what we ended up with as an example.