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.

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.

 

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.

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

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

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.

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.

Did you find an error or need additional support? Contact us at support@yourstorewizards.com to let us know!