EARLY ACCESS PREVIEW Concierge onboarding · Guided workflow setup
← All appsOrder Exception Digest Overview
01 / PRODUCT OVERVIEW · Operations & growth

Give your agency one actionable order exception digest.

Order issues are scattered across stores, while generic overdue alerts ignore each merchant’s fulfillment rules.

Early access — concierge onboarding
BUILT FOR YOUR TEAM

Who this is for

Operations agencies responsible for fulfillment follow-up across Shopify merchants.

How it works in practice

Review permissioned order exports against merchant-specific lead times, preorder dates and working days. Group exceptions by store, assign an owner and record the next action.

KEY OPERATIONAL BENEFITS

Why teams onboard Order Exception Digest

01

Store-specific rules

Account for weekends, preorders and custom production windows.

02

Owned follow-up

Each digest entry records store, issue, owner and next step.

03

Reviewable signals

Compare flags with agency judgement before expanding coverage.

SAMPLE WORKFLOW INSPECTOR

Order Exception Digest / sample exception & output view

Read-first guardrails active
Item / Record Rule Observation Decision Status
Store A / order 104Beyond agreed working-day windowReview
Store B / preorder 207Release date not reachedExpected
Store C / order 309Follow-up owner missingAssign owner
THE OPERATIONAL SHIFT

Before vs. after Order Exception Digest

Without Order Exception Digest · Manual status quo

Where your team loses hours

  • Teams open separate store reports.
  • Generic alerts ignore merchant calendars.
  • Follow-up ownership lives in chat.
With Order Exception Digest · Agreed workflow

How your workflow runs after onboarding

  • Review exceptions grouped by store.
  • Apply agreed lead-time exclusions.
  • Record an owner and next action per exception.

What we configure during onboarding

Permissioned order samples, fulfillment policies, preorder dates, working-day calendars and escalation owners.

Fast-track setup: request a guided onboarding call when you apply so we can configure your rules and mappings without requiring production credentials upfront.

Operational guardrails

Read-only review. Each merchant must authorize access separately. No automatic fulfillment changes or customer messages.

Common questions

How does concierge onboarding work?

Rather than dropping you into a generic self-serve setup, we configure rules, field mappings and exception thresholds directly against your store’s workflow before you go live.

Will requesting access create a charge?

No. Requesting access starts your onboarding review. Any paid deployment begins only after you approve the exact scope, deliverables and fee.

Do we need to grant full Shopify admin access right away?

No. Initial rule calibration works with standard exports or a live workflow walkthrough. Marketing updates are completely separate and optional.

MORE IN OPERATIONS & GROWTH

Pair Order Exception Digest with related workflows

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Turn recurring return reasons into concrete PDP fixes.

✓ Fix high-return SKUs mid-season
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B2B PO Intake

Convert wholesale PDF and spreadsheet POs into clean draft orders.

✓ Structured PO lines ready for review
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