Set up and manage sales channels

Set up and manage sales channels in Shopify — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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We need to add Instagram Shopping and a Facebook Shop to our store and make sure orders route to…
We need to add Instagram Shopping and a Facebook Shop to our store and make sure orders route to the same fulfillment queue. Add Instagram Shopping and Facebook Shop as sales channels, link the account for @ThreadHouseCo, set the product sync to include all active products, and route orders from both channels into the main fulfillment location called Seattle Warehouse. Confirm both channels show active and test by placing a $5 test order through Instagram and a $5 test order through Facebook before noon Friday.

Improve — make it easier to accept

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Before I open new sales channels to customers, make it easy for the support team to track where…
Before I open new sales channels to customers, make it easy for the support team to track where orders came from. Surface channel labels in the order list, add a note to the order confirmation that the sale came from Instagram or Facebook, and flag any products that are excluded from channel sync. Also identify three product tags that would stop sync and put a short note explaining why those tags exist for the ops team.

Decide — diagnose the stuck moment

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I connected @ThreadHouseCo to Instagram Shopping and Facebook Shop and the channels show active,…

I just linked the business account and two channels but orders started creating duplicate fulfillments

I connected @ThreadHouseCo to Instagram Shopping and Facebook Shop and the channels show active, but when the first orders came in they created duplicate fulfillment tasks. Mia in ops says duplicates block our picker. I don't know whether the duplicate records are coming from product-level syncing, channel settings, or the third-party fulfillment app. What's the most likely cause and the single next step I should take to stop duplicates now?

Become — change the pattern

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Over the last quarter every time we add a new sales channel we spend days fixing which products…

We keep redoing channel setups and encountering mismatched product syncs across channels

Over the last quarter every time we add a new sales channel we spend days fixing which products sync, updating tags, and retraining ops on location routing. This costs support three afternoons per channel launch. Recommend one change to how we set up channels and one new checklist item to make future channel additions take under two hours and not break fulfillment.

Next to this one

Other ecommerce work people do in Shopify.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.