• COD VERIFICATION & AVAILABILITY • SETUP GUIDE

How to Use Verified Order Tags in Shopify Fulfillment Workflows

How to Use Verified Order Tags in Shopify Fulfillment Workflows

When handling hundreds of daily Cash on Delivery orders, your warehouse, customer support, and fulfillment teams need an immediate visual indicator to separate verified orders from high-risk or unconfirmed checkouts.

Rivio COD & Partial Payments automatically attaches customizable order tags (such as Rivio-COD-Verified or COD-OTP-Confirmed) directly to the Shopify Order object as soon as the customer completes one-time passcode verification.

In this guide, you will learn how to customize these verification tags and integrate them into your Shopify fulfillment workflows, automated filters, and third-party warehouse management apps.


Before You Begin

Confirm the following before configuring order tags:

  • You have installed Rivio COD & Partial Payments on your Shopify store.
  • You have enabled at least one verification method (Email OTP or WhatsApp OTP) in Rivio COD → COD Verification.
  • You have staff permissions to view and filter orders in Shopify Admin → Orders.

Step-by-Step Instructions

  1. From your Shopify admin, open Apps → Rivio COD & Partial Payments.
  2. Click COD Verification in the left navigation sidebar.
  3. Scroll down to the Order Tagging & Automation card.
  4. Locate the Tag Verified Orders toggle and confirm it is turned ON (green).
📸 SCREENSHOT PLACEHOLDER: SC-COD-023

Order Tagging settings card in Rivio COD showing the verification tag input field

Order Tagging settings card in Rivio COD showing the verification tag input field
  1. In the Verified Tag Name text field, enter the custom tag you wish to apply to verified orders (e.g., COD-Verified or Rivio-Confirmed).
  2. Optionally configure the Unverified or Bypassed Tag (e.g., COD-Unverified) if you allow certain orders to skip verification.
  3. Click Save Changes in the upper-right corner.
  4. Navigate to Shopify Admin → Orders and click the Filter icon.
  5. Filter by Tagged with and enter your chosen tag (e.g., COD-Verified).
  6. Click Save view at the top of the orders table to create a persistent tab labeled Verified COD for your warehouse staff.
📸 SCREENSHOT PLACEHOLDER: SC-COD-024

Shopify Admin Orders view showing a custom saved tab filtered by the COD-Verified tag

Shopify Admin Orders view showing a custom saved tab filtered by the COD-Verified tag

Configuration Settings & Options

Setting Default Value Recommended Usage
Verified Tag Name COD-Verified Applied instantly when customer successfully validates their 4-digit or 6-digit passcode.
Deposit Tag Name Deposit-Paid Attached to orders where an upfront partial deposit was collected via checkout.
Balance Due Note Enabled Appends remaining cash payable amount directly into the order's internal staff notes.

Example Scenario

Warehouse Routing for a Rapid-Delivery Fashion Retailer

A fashion merchant receives 400 orders per day across prepaid and Cash on Delivery payment channels. Warehouse packers use a third-party shipping app (like ShipStation or EasyShip). By setting Rivio to apply COD-Verified, their shipping software automatically imports and prints shipping labels only for orders tagged COD-Verified, completely preventing unverified carts from being packaged and dispatched.


Important Notes & Limitations

Tags applied by Rivio are native Shopify order tags. They sync automatically with all Shopify shipping apps, ERPs, 3PL warehouses, and Shopify Flow automations.

If an order was manually created as a draft order in Shopify Admin rather than completed through the storefront checkout, Rivio will not tag it unless manually verified.


Troubleshooting

Verified orders are not receiving the tag in Shopify Admin

  • Possible Cause: The tag name contains unsupported special characters, or Shopify Admin API permissions were temporarily out of sync.
  • How to Fix:
  1. Open Rivio COD → COD Verification and ensure your tag name uses only letters, numbers, and hyphens (e.g., COD-Verified).
  2. Test placing a new test order through your storefront to verify that the tag is added within 2 seconds of checkout.

Shipping software is picking up unverified orders

  • Possible Cause: The shipping automation rule is set to filter by "Payment Status: Pending" instead of filtering specifically by the COD-Verified tag.
  • How to Fix:
  1. Update your shipping automation rule to require both Payment Status: Pending AND Tag: COD-Verified.

Related Guides


Need Help?

Need help integrating order tags with Shopify Flow or your 3PL warehouse? Reach out to our team: