This tool is designed to manage orders from first-time shoppers who initially check out as guests and later create customer accounts. It identifies orders that are not associated with any customer account and checks if the email address used for these orders matches any existing customer account. If a matching account is found, the tool automatically links the guest order to that customer account. This process ensures that all orders are properly associated with the right customer, even if they initially checked out as a guest.
Step 1: Launch the Tool and Select Date Range
To begin, launch the Update Guest Orders Tool from the tile on the Your Store Tools dashboard.
Then, select which storefront you want to run this tool on and the date range.
If you’re running this tool for the first time, or you have several thousands of orders you want to run it on, we recommend you break them out into smaller date ranges as BigCommece limits the number of API calls allowed per hour depending on your store plan:
- Standard - 20,000 per hour
- Plus - 20,000 per hour
- Pro - 60,000 per hour
- Enterprise - Unlimited, however, we encourage Enterprise accounts to follow the recommendation of 60,000 API calls per hour to ensure adequate resources are available for all Your Store Tools users.
Additionally, this tool updates old orders that have been previously processed. Please make sure any 3rd party applications you may be using will not receive notifications that orders have been updated to avoid issues this may cause.
Once selections are made, click Next.
Step 2: Select Export Options
Select a name for your export file as well as the file type. Available file types are Excel, or CSV.
Once selections are made, click Next.
Step 3: Select Your Notification Type and Submit
By default, Your Store Tools will provide a notification on the dashboard as well as a notification via email when the job is complete. If you choose not to receive a notification via email, you can turn this option off on this screen, or change the email address it will be sent to.
Once your selection is made, click Submit to finish.
Step 4: Review Your Job Status File
Once the process is complete, you will receive a notification either by email or in the dashboard. This notification will contain a link to your job status file which contains information on each of the orders scanned.
The file contains:
- order_number – the order number of the order scanned
- order_status – the status (canceled, shipped, etc.) of the order scanned
- order_date – the date of the order scanned
- customer_name – the name of the customer who placed the order
- customer_email – the email address associated with the order
- Process Message – the results of the linking process, this will either be:
- Order Linked to Customer – which means the tool found an order that matched the email address of a registered customer and the order has been linked to that customer’s record
- Unable to link order, email address not found in store – which means the tool was unable to find a registered customer with the same email address on the order, so it was not linked to any customer record
Additional Tool Features
By accessing the stacked menu in the upper right corner of the tool's tile from the dashboard, you can access the following:
- History - a list of the last 7 days of processing history for this tool.
- Help - a link to this support document.
Additional Options for Premium Plan Subscribers
Scheduling a Tool to Run at a Later Day and Time
Premium subscribers have access to schedule tools to run in advance. This option will be displayed after you set your notification type.
By default, the scheduling option is set to No. If you do not want to schedule the tool, click Submit.
If you want to schedule the tool to run at a later time, click Yes.
From here you can select to schedule the tool to run at a specific date and time:
The scheduled start time is the time the tool will run, not complete.
Once you set the day and time for the tool to run, click Submit.
Scheduling a Tool to Run on a Recurring Schedule
Premium subscribers have access to schedule tools to run in advance. This option will be displayed after you set your notification type.
By default, the scheduling option is set to No. If you do not want to schedule the tool, click Submit.
If you want to schedule the tool to run at a later time, click Yes.
From here you can select to run the tool on a recurring basis:
Options for recurring jobs include:
- Schedule Start Date and Time: The day and time the first instance will run.
- Repeat: The recurring schedule for this tool, which can be:
- Daily
- Weekly
- Monthly
- Specify Hour: The hour of the day the tool will run.
- Times are based on the time zone set up in your Company Profile.
- Recurring runs can only be schedule at the top of the hour.
- Ends: When the recurring job should stop. Options include:
- Never
- After a set number of runs have completed
- On a specific date and time
The scheduled start time is the time the tool will run, not complete.
Once your recurring options are set, click Submit.
Scheduling the Update Guest Order Tool to Automatically Check Historical Orders
In addition to the regular scheduling option available on all tools with the premium plan, the Update Guest Order tool allows store owners an additional scheduling option for checking historical orders on a regular, recurring basis.
This additional schedule, allows you to do the following:
- Schedule a daily run to check and associate orders from the previous day.
- Schedule a weekly run to check and associate orders from the previous day, week, two weeks, or three weeks.
- Schedule a monthly run to check and associate orders from the previous day, week, two weeks, three weeks, month, two months, or three months.
In order to use this method for scheduling, you must set the schedule by going to the tool's tile in the Your Store Tools dashboard and select Create Schedule from the stacked menu:
From there you can schedule the tool to run on a daily, weekly, or monthly basis.
Did you find an error or need additional support? Contact us at support@yourstorewizards.com to let us know!