Customize Your Shopify Admin: 4 Time-Saving Solutions
Customize Your Shopify Admin: 4 Time-Saving Solutions
Customize Your Shopify Admin: 4 Time-Saving Solutions

Oct 10, 2024

4 Easy Ways to Customize Your Shopify Admin 

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In this post, we'll explore four practical ways to customize your Shopify admin using Admin Shortcuts. These solutions address common pain points and provide insight into how to transform your day-to-day operations.

Note: Admin Shortcuts includes "Instant Shortcuts" that work directly with Shopify Flow, meaning you don’t need to create these automations from scratch. Just install the corresponding flow template, activate it, and you’re ready to go!

1. Streamline Team Communication on Slack

Ever found yourself juggling between Shopify and Slack, trying to keep your team in the loop about important orders? You spot an urgent order, switch to Slack, type out a message, then struggle to find the right channel. By the time you're done, you've lost precious minutes and your workflow is disrupted.

With Admin Buttons your team can instantly notify others about urgent orders, special requests, or any issues that need attention - all without switching between apps. It's like having a direct line to your team, built right into Shopify.

With a custom Slack notification button right on your order page, you can alert your team instantly. The process involves installing Shopify Flow and Admin Buttons from the Shopify Store, setting up a custom button with form fields for Slack channels and messages, and using automation tools to send the message when the button is clicked.

2. Simplify Wholesale Order Processing

Processing wholesale orders can be a time-consuming process and is often done manually by applying discounts to each item in a wholesale order. You're creating a draft order, carefully applying discounts to each item, double-checking your math. It's tedious, time-consuming, and prone to errors. One mistake, and you could end up undercharging or, worse, overcharging your valuable wholesale customers.

By creating a custom button for your draft order pages, you can apply wholesale discounts to an entire order with a single click. This automation eliminates the need for manual calculations and reduces the risk of human error.

Admin Buttons offers a powerful feature that allows you to duplicate existing orders as drafts with customizable discounts. This functionality streamlines the process of creating new orders based on previous ones. With a simple button click, you can copy an order, apply a specified discount, and generate a new draft order - all while maintaining a reference to the original.

This feature combines efficiency with flexibility, enabling your team to quickly process orders while adapting to specific customer needs or marketing strategies.


3. Efficient Order Tagging with Custom Tag Sets

Imagine being able to instantly tag an order as "VIP customer," "rush shipping," and "gift wrap" all at once, or applying a set of tags for a specific promotional campaign. This level of customization and efficiency can significantly speed up your order processing and improve accuracy.

With Admin Buttons, you can create a custom button on your order detail page that adds a predefined set of tags to an order with just one click. This feature allows your store admin users to quickly categorize orders by choosing from different sets of tags, all without leaving the order detail page.

Your team can swiftly categorize orders, ensuring that each one is properly tagged for further processing, reporting, or customer service follow-ups.

Allow your store admin users to click a button and add multiple tags to an order at once, choosing from different sets of tags right from an order detail page. In app, customize your tag sets and add them to an app block on your order detail page.

4. Apply Customer Tagging from Order Page

Whether you're identifying VIP customers, noting specific preferences, or categorizing for future marketing efforts, this functionality puts efficient customer segmentation right at your fingertips.

With Admin Buttons apply a set of tags to an order's customer, directly from the order detail page, without the need to navigate away. With a simple click of a custom button, you're presented with a form to select from predefined tags or create new ones on the spot.

This streamlined approach saves valuable time and ensures that important customer information is captured at the most relevant moment - while processing their order.

Final Words

Each of these customizations addresses a common pain point for Shopify store owners. By adding these buttons to your admin, you're not just saving time - you're creating a smoother, more efficient workflow for your entire team.

Whether you're managing orders, handling wholesale customers, organizing products, or updating your catalog, these customizations will help you work smarter, not harder.

These are just a few examples of what's possible with admin customization. As you use these tools, you'll likely discover even more ways to tailor your Shopify admin to your specific needs.

What repetitive tasks are slowing down your team? How could a custom shortcut in your Shopify admin make your life easier? Share your thoughts with me and your idea might just become our next feature!

In this post, we'll explore four practical ways to customize your Shopify admin using Admin Shortcuts. These solutions address common pain points and provide insight into how to transform your day-to-day operations.

Note: Admin Shortcuts includes "Instant Shortcuts" that work directly with Shopify Flow, meaning you don’t need to create these automations from scratch. Just install the corresponding flow template, activate it, and you’re ready to go!

1. Streamline Team Communication on Slack

Ever found yourself juggling between Shopify and Slack, trying to keep your team in the loop about important orders? You spot an urgent order, switch to Slack, type out a message, then struggle to find the right channel. By the time you're done, you've lost precious minutes and your workflow is disrupted.

With Admin Buttons your team can instantly notify others about urgent orders, special requests, or any issues that need attention - all without switching between apps. It's like having a direct line to your team, built right into Shopify.

With a custom Slack notification button right on your order page, you can alert your team instantly. The process involves installing Shopify Flow and Admin Buttons from the Shopify Store, setting up a custom button with form fields for Slack channels and messages, and using automation tools to send the message when the button is clicked.

2. Simplify Wholesale Order Processing

Processing wholesale orders can be a time-consuming process and is often done manually by applying discounts to each item in a wholesale order. You're creating a draft order, carefully applying discounts to each item, double-checking your math. It's tedious, time-consuming, and prone to errors. One mistake, and you could end up undercharging or, worse, overcharging your valuable wholesale customers.

By creating a custom button for your draft order pages, you can apply wholesale discounts to an entire order with a single click. This automation eliminates the need for manual calculations and reduces the risk of human error.

Admin Buttons offers a powerful feature that allows you to duplicate existing orders as drafts with customizable discounts. This functionality streamlines the process of creating new orders based on previous ones. With a simple button click, you can copy an order, apply a specified discount, and generate a new draft order - all while maintaining a reference to the original.

This feature combines efficiency with flexibility, enabling your team to quickly process orders while adapting to specific customer needs or marketing strategies.


3. Efficient Order Tagging with Custom Tag Sets

Imagine being able to instantly tag an order as "VIP customer," "rush shipping," and "gift wrap" all at once, or applying a set of tags for a specific promotional campaign. This level of customization and efficiency can significantly speed up your order processing and improve accuracy.

With Admin Buttons, you can create a custom button on your order detail page that adds a predefined set of tags to an order with just one click. This feature allows your store admin users to quickly categorize orders by choosing from different sets of tags, all without leaving the order detail page.

Your team can swiftly categorize orders, ensuring that each one is properly tagged for further processing, reporting, or customer service follow-ups.

Allow your store admin users to click a button and add multiple tags to an order at once, choosing from different sets of tags right from an order detail page. In app, customize your tag sets and add them to an app block on your order detail page.

4. Apply Customer Tagging from Order Page

Whether you're identifying VIP customers, noting specific preferences, or categorizing for future marketing efforts, this functionality puts efficient customer segmentation right at your fingertips.

With Admin Buttons apply a set of tags to an order's customer, directly from the order detail page, without the need to navigate away. With a simple click of a custom button, you're presented with a form to select from predefined tags or create new ones on the spot.

This streamlined approach saves valuable time and ensures that important customer information is captured at the most relevant moment - while processing their order.

Final Words

Each of these customizations addresses a common pain point for Shopify store owners. By adding these buttons to your admin, you're not just saving time - you're creating a smoother, more efficient workflow for your entire team.

Whether you're managing orders, handling wholesale customers, organizing products, or updating your catalog, these customizations will help you work smarter, not harder.

These are just a few examples of what's possible with admin customization. As you use these tools, you'll likely discover even more ways to tailor your Shopify admin to your specific needs.

What repetitive tasks are slowing down your team? How could a custom shortcut in your Shopify admin make your life easier? Share your thoughts with me and your idea might just become our next feature!

Give it a Try Today

Transform repetitive work into simple clicks and streamline your workflow today.

Give it a Try Today

Transform repetitive work into simple clicks and streamline your workflow today.

Give it a Try Today

Transform repetitive work into simple clicks and streamline your workflow today.

exclusiveLY on

exclusiveLY on

exclusiveLY on

Work faster in Shopify Admin

Work faster in Shopify Admin

Create custom shortcuts to speed up store tasks. Connect to Shopify Flow, Zapier, or Mechanic — no coding needed.

Create custom shortcuts to speed up store tasks. Connect to Shopify Flow, Zapier, or Mechanic — no coding needed.

saving time and growing revenue

saving time and growing revenue