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Order settings determine when customers earn points, including which order statuses qualify and whether taxes, shipping, discount codes, and POS purchases are included when calculating points.
Note: These settings are only available for merchants using Shopify or Shopify Plus. If you’re looking for BigCommerce order settings, see Update order settings - BigCommerce.

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Update your order settings

  1. In Smile Admin, navigate to Settings > Platform > Order Settings.
  2. Click Edit.
Note: Changes to your order settings only apply to new orders placed after you save the changes. Orders that have already been processed will not be recalculated.
Update Order Settings Shopify

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Order statuses that earn points

Choose which order statuses customers can earn points for. Available statuses include:
  • Authorized
  • Pending
  • Paid (recommended)
  • Partially Paid
  • Refunded
  • Voided
  • Partially Refunded
Use the dropdown menu to select the statuses you want to award points for. You can select more than one status. If you’re running a VIP program, consider rewarding customers for Paid, Partially Paid, and Partially Refunded order statuses. If customers do not earn points for these statuses, orders with these statuses will not count toward their VIP tier placement.
Note: Shopify orders with an Archived or Cancelled status are not automatically sent to Smile. To send these orders to Smile, update the order notes (the content does not matter). This prompts Shopify to send a webhook for the order, allowing Smile to ingest it.

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Order statuses that remove points

You can remove points from a customer’s account based on the status of their order. Available statuses include:
  • Authorized
  • Pending
  • Paid
  • Partially Paid (recommended)
  • Refunded (recommended)
  • Voided
  • Partially Refunded
By default, rewards are cancelled when an order is refunded. Use the dropdown menu to select one or more statuses that should remove points from a customer’s account. To learn more, see cancelling rewards and partial refunds.

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Rewarding POS orders

Choose whether customers can earn points for:
  • Online and in-store purchases
  • Online purchases only
  • In-store purchases only
Update Order Settings Shopify 2

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How points are calculated

By default, points are calculated on the order subtotal — the sum of your line items, excluding taxes, shipping, and any discount codes applied. The rewardable order total is the portion of an order’s value that’s eligible to earn points. Smile uses this amount to calculate how many points a customer earns from an order. The settings below let you adjust what’s included in the rewardable order total.

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Rewarding taxes and shipping

You can choose whether taxes and shipping are included in the rewardable order total. Select the appropriate option to include taxes and/or shipping when calculating points earned on an order.
Note: When “Include taxes” is enabled, Smile uses the total tax from your Shopify order, which may include tax charged on shipping.

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Excluding discount codes from earning points

If you don’t want customers to earn points on the portion of an order covered by a discount code, enable Exclude coupon discounts used.
Update Order Settings Shopify 3
When this setting is enabled, a customer who redeems a $10 discount code on a $100 purchase will only earn points on the remaining $90. You can exclude discounts from the amount customers earn points on, but you can’t prevent points from being earned on the entire order when a discount code is used. Customers will still earn points on the remaining eligible order amount.
Note: This setting only applies to discount codes. Shopify treats gift cards and store credits as payment methods, not discounts. Because of this, they are never excluded from the rewardable order total, regardless of this setting.

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Shopify B2B customers

Shopify B2B customers can be associated with a Company or Company Location in Shopify. Smile does not use this structure when processing loyalty activity. Points, rewards, and other loyalty activity are tied to the individual customer who placed the order, not their Company or Company Location. B2B orders are processed the same way as other Shopify orders. Being associated with a Company does not affect a customer’s ability to earn points. For B2B orders using payment terms, points are awarded when the order reaches a financial status you’ve configured to award points for.