Action | What Happens to the Order | What You Should Expect | Edge Cases to Note | Pro Tip |
Proceed | - Marked as Closed in Prevent (safe and cleared). - No Shopify status change (e.g., stays "open"). | - Fulfillment continues smoothly based on your fulfillment flow in Shopify. - Prevent dashboard shows "Closed" for tracking. | - Only updates Prevent’s state, doesn’t fix Shopify-specific issues (e.g., payment/inventory). - Consider syncing Prevent’s "Closed" status with Shopify tags for clarity. | Best for lowest-risk orders to speed up fulfilment and reduce manual review. |
On Hold | - Shopify status (e.g., "open") on-hold. - Pauses existing/new fulfillments (unfulfilled & partially fulfilled). | - Time to review flagged orders in Prevent. - Simply release by removing the hold via Shopify , which resumes fulfillment. | - Works only on fully unfulfilled/partially fulfilled orders. - Double-check Shopify for urgent/time-sensitive orders. | Use tags in workflows/reports and confirm 3PL processes for held orders. |
Verify (Coming soon and subject to changes) | - Sends white-labeled email to buyer for confirmation. - Outcomes: • Verified → Safe, hold released. • Declined → On hold, flagged. • No Response → Reminders at 24h/48h, defaults to hold (or your settings). | - Buyer-driven verification process. - Helps catch fraud on moderate-risk orders. | - If missing buyer contact, skips and flags. - Retries failed deliveries (3x with backoff). - Logs errors/timeouts. | Customize timers, default actions, verify URL to fit workflow. |
Cancel | - Checks eligibility (must be fully unfulfilled, not already canceled/refunded). - Updates Shopify order to "canceled", issues full refund, notifies customer. | - Order canceled in Shopify. - Refund processed quickly (customer refunded in a few business days). - Strong protection against chargebacks. | - Skips if the order is partially fulfilled or already canceled. - Refund timelines vary for international/gateway payments. | Use sparingly for ultra-high-risk orders. Layer in manual review if needed. |
Prevent actions
Written by Yaniv Cohen
Updated over 2 weeks ago