How it works

Follow these 4 simple steps to move fulfillment orders to the right location when orders get tagged

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors every new order in your Shopify store and kicks off the workflow whenever someone places an order, ensuring no tagged orders slip through without proper fulfillment routing.

This step automatically captures all order data when a customer completes their purchase. MESA monitors your Shopify store continuously and triggers this workflow for every new order that comes in. The trigger collects order details including customer information, line items, order tags, and fulfillment requirements. No configuration is needed - this step runs automatically and passes the complete order data to the next step for tag filtering.

Filter
App connector: Filter • Time to complete: 1 minute
Why this matters: This filter ensures the workflow only processes orders with your specified tag, preventing unnecessary fulfillment moves for orders that should stay at their default location.

You'll configure this step to check if the incoming order contains your target tag that signals a fulfillment location change. In the "What is the tag on the order?" field, enter the exact tag name you use to identify orders needing special fulfillment routing (for example, "Shopify POS" for point-of-sale orders or "Warehouse B" for specific location routing). The filter compares the order's tags against your specified value and only allows matching orders to proceed to the fulfillment steps. Orders without the target tag stop here and remain at their default fulfillment location.

Retrieve Order's Fulfillment Orders
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the fulfillment order data needed to actually move the order assignment, since Shopify requires the specific fulfillment order ID to change locations rather than just the main order ID.

MESA automatically retrieves all fulfillment orders associated with the tagged order from your Shopify store. This step queries Shopify's fulfillment order API using the order ID from step 1 and collects the fulfillment order details including current location assignment, line items, and fulfillment status. The retrieved fulfillment order ID becomes the target for the location move in the final step. This data retrieval happens automatically without any configuration needed from you.

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Move Fulfillment Order
App connector: Shopify • Time to complete: 1 minute
Why this matters: This final action actually changes where the order will be fulfilled from, routing it to your specified location so the right warehouse or store handles the shipment.

You'll configure the destination location by entering your target location ID in the "What is the location ID?" field. To find your location ID, go to Settings > Locations in your Shopify admin and copy the ID from the URL when viewing the specific location (it appears after "/locations/" in the browser address). The step uses the fulfillment order ID from the previous step and moves it to your specified new location. Once complete, the order appears in the new location's fulfillment queue and gets removed from the original location's pending orders.

Make it your own

Customize this workflow even further:

Add conditional location routing
Set up multiple location assignments based on different order tags, like routing "POS-Downtown" to Location A and "POS-Mall" to Location B automatically.
Include order notifications
Send Slack or email alerts to location managers when orders get assigned to their fulfillment center, keeping teams informed of incoming work.
Store fulfillment data in tables
Track fulfillment location changes, processing times, and order routing patterns in your own database for operational analysis and reporting.
Chain with inventory checks
Connect inventory level monitoring so orders automatically route to locations with sufficient stock, preventing fulfillment delays from out-of-stock situations.

Frequently asked questions

What happens if I enter the wrong location ID?
The workflow will fail at the Move Fulfillment Order step and send you an error notification. You can find the correct location ID in your Shopify admin under Settings > Locations - it's the number that appears in the URL when viewing a specific location.
Can this workflow move orders that are already partially fulfilled?
No, Shopify only allows moving fulfillment orders that haven't started processing yet. If an order is already being picked, packed, or shipped, the move will fail and you'll need to handle the location change manually in your Shopify admin.
Will this affect orders with multiple line items from different locations?
The workflow moves the entire fulfillment order to the new location, so all line items in that order will be assigned to the same location. If you need different products fulfilled from different locations, you'll need separate workflows with more specific filtering conditions.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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