cotera

Shopify Order Lookup & Refund

Look up orders, check shipping, and process refunds in one conversation. No more switching between Shopify admin tabs.

Order lookupRefund processingFulfillment trackingTeam notifications

The Challenge

A customer emails about a damaged item. You open Shopify admin, search the order, click into fulfillment details, copy the tracking number, navigate to refunds, calculate the amount, process it, then update your team. That is 10 minutes of tab-switching per ticket. This prompt does it all in one shot.

What This Prompt Does

Pull Order Details

Get the full order with line items, pricing, and customer info

Check Fulfillment

See what shipped, tracking numbers, and delivery status

Calculate Refund

Get the exact refund amount before committing to it

Process & Notify

Create the refund and post a summary to Slack

The Prompt

The Prompt

Task

Handle a customer support request involving a Shopify order. Look up the order using @Shopify/Get OrderName it "Shopify/Get Order" and call it with @Shopify/Get Order, check its fulfillment status with @Shopify/Get FulfillmentsName it "Shopify/Get Fulfillments" and call it with @Shopify/Get Fulfillments, and if the customer needs a refund, calculate the amount with @Shopify/Calculate Refund before processing it with @Shopify/Create RefundName it "Shopify/Create Refund" and call it with @Shopify/Create Refund. Post a summary to Slack using @Slack/Send MessageName it "Slack/Send Message" and call it with @Slack/Send Message.

Example: "Customer says order #1234 arrived damaged. Check what shipped and process a refund for the damaged item."

Input

The user will provide:

  1. An order ID or customer email
  2. The issue description (damaged, missing, wrong item, etc.)
  3. Whether to process a full or partial refund

Context

Order Investigation

Steps to follow:

  1. Pull the order details to see what was ordered, pricing, and current status
  2. Check fulfillment records for tracking and shipment details
  3. Determine which line items are affected by the issue
  4. If refund is needed, calculate the exact amount first
  5. Process the refund only after confirming with the user
  6. Notify the team via Slack

Refund Guidelines

  • Always calculate the refund before creating it
  • Include only the affected line items
  • Consider whether shipping should also be refunded
  • Set notify to true so the customer gets an email confirmation
  • Pass the transaction data from the calculation step to the refund creation

Output

Summary for the support agent:

  • Order number and creation date
  • Items ordered with fulfillment status for each
  • Tracking information if shipped
  • Refund amount calculated (if applicable)
  • Refund confirmation with transaction ID (if processed)
  • Slack notification confirmation

Example Usage

Try asking:

  • →"Look up order #5678 and tell me if it shipped yet"
  • →"Customer says order 12345 had a broken item. Calculate a refund for line item 9999"
  • →"Process a full refund on order #4321 and notify #support-ops on Slack"