SOPs for Shopify Stores: Fulfilment, Refunds, Inventory (2026)

Shopify operators need SOPs across four surfaces: order fulfilment, returns/refunds, inventory receiving, and marketing flows (Klaviyo, SMS). Most of the work spans multiple tools — Shopify admin, a 3PL portal, Klaviyo — so desktop-capable capture tools like [Haiku](/reviews/haiku) beat browser-only options like [Scribe](/reviews/scribe). Store SOPs inside the tool your team already opens (Shopify's internal notes, Klaviyo's help doc surface) rather than a wiki they never visit. See the [ecommerce order fulfillment template](/templates/ecommerce-order-fulfillment-sop) for a filled example.