How to Create an SOP in Shopify
Store staff touch money every day in Shopify admin: refunds, partial refunds, restocks, order edits. One wrong checkbox restocks an item you threw away or refunds shipping you meant to keep. A clear SOP stops that.
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What does “Create an SOP in Shopify” mean?
An SOP for Shopify is a written procedure for one repeatable task in your store admin, such as refunding an order. It states where to start (for example Orders), which options to choose (which items, whether to restock, whether to refund shipping), what reason to record, and what the order should look like afterwards. It documents your store's policy, not Shopify in general.
Why this matters
Shopify makes refunds easy, which is the risk. The defaults are reasonable, but your policy decides whether shipping is refunded, whether damaged items are restocked and what note the customer sees.
Where it goes wrong today
Every staff member refunds differently
One refunds shipping, one does not. One restocks damaged returns, one does not.
Policy lives in the owner's head
New staff message the owner for every edge case, or guess.
Screenshots go stale
Shopify updates the admin regularly, so a screenshot doc drifts out of date.
The fix
How Michii handles it
Record the refund once, your way
Michii captures each click in Shopify admin with a screenshot.
Play it on the real order page
Staff follow the guide inside admin, with the next button ringed.
Shortcut it
Name the guide /refund so anyone can start it from the Michii panel.
How to create an SOP in Shopify
Use a test order or a draft order so nothing real is refunded while you record.
Pick one task with a clear end state
For example: refund one damaged item and keep shipping. The finished state is a partially refunded order with a note.
Write down the policy first
Restock or not, refund shipping or not, which reason to record. The SOP enforces these choices.
Open Orders in Shopify admin
Start where staff will start, on the order list.
Click Record in Michii
Then perform the refund at normal speed on your test order.
Review the generated steps
Add the why to the restock and shipping steps. Mark optional steps.
Blur customer details
Names, emails and addresses come off every screenshot.
Name it and share
Give it a shortcut like /refund and add the link to your staff handbook.
By hand vs. with Michii
| Doing it by hand | With Michii | |
|---|---|---|
| Time to write | An afternoon of screenshots and captions | As long as the refund itself |
| Staff follow it | By matching a doc to the screen | On the live order page, step by step |
| After an admin update | Retake every screenshot | Re-record the changed steps |
| Customer data | Cropped by hand, often missed | Blurred automatically |
What teams use this for
Checklist
- Record on a test or draft order
- State the restock rule
- State the shipping refund rule
- Pick a standard refund reason
- Blur customer names and emails
- Describe the finished order state
Frequently asked questions
Can staff follow the guide without admin experience?
Yes. The guide plays on the real Shopify admin page and highlights each button in turn, so they do not have to find anything themselves.
Do staff need a paid Michii plan?
No. People who only play guides never pay. Only the person creating guides needs a plan after the 14-day trial.
Will it break when Shopify changes the admin?
Michii matches each step by several signals, such as label, role and position, so small changes usually do not break a guide. If a step cannot be found, you point at the new element once.
Is customer data captured?
Only in screenshots taken while you record. Turn on Blur personal data and record on a test order.
Document your refund process today
Record the workflow once. Michii writes the steps, captures the screenshots, and gives you one link to share. 14 days free, no card.
Create an SOP in other tools
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