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# Coghlan 3PL

### Coghlan 3PL Integration — Shopify Edited Order Sync (Account Editor)

###### This guide helps merchants using **Coghlan 3PL** understand how to configure the integration so that Account Editor order edits are always reflected correctly. Coghlan 3PL **does not read live edits** — orders must be fully finalized before Coghlan 3PL downloads them.

|| **Important: Coghlan 3PL uses the **Account Editor Delayed Master Flow** to delay order downloads. Payment is held in `Authorized` state while customers edit, then the Flow captures payment automatically after the grace period — triggering Coghlan 3PL to download the finalized order.**

---

### How the Integration Works

###### Coghlan 3PL downloads orders from Shopify only when payment status is **"Paid"**. The Account Editor Delayed Master Flow creates a grace period between order creation and payment capture — giving you time to edit the order in Account Editor before Coghlan 3PL ever sees it.

|| **📝 Partially paid orders: Coghlan 3PL does **not** download partially paid orders by default. They will only pull partially paid orders on the client's specific request. Contact your Coghlan 3PL representative if you need this behaviour enabled.**

### **Step 1 — Order Created**
###### Customer places an order → Payment is **Authorized** (not yet captured).

### **Step 2 — Grace Period Active**
###### The editing window opens. Customer or merchant can edit the order in Account Editor — add items, remove items, change quantities, update address.

### **Step 3 — Coghlan 3PL Skips the Order**
###### Because payment status is still `Authorized`, **Coghlan 3PL does not download the order**. The order is invisible to Coghlan 3PL during the entire editing window.

### **Step 4 — Grace Period Ends**
###### Shopify Flow automatically captures payment → Status updates to **Paid**.

### **Step 5 — Coghlan 3PL Downloads**
###### Coghlan 3PL sees the order for the first time with **all edits already included** — correct items, quantities, and totals.

---

### Step-by-Step Setup

## **📋 Step 1 — Enable Manual Payment Capture in Shopify**

###### Set Shopify to hold payment in **Authorized** state so Coghlan 3PL cannot import the order until editing is complete and payment is captured.

1. Log in to **Shopify Admin**
2. Go to **Settings → Payments**
3. Scroll down to **Payment capture method**
4. Select **"Manually capture payment for orders"**
5. Click **Save**

|| **⚠️ 7-day limit: Shopify Payments authorizations expire after 7 days. Always capture payment within this window after editing is complete.**

---

## **⚡ Step 2 — Import the Account Editor Delayed Master Flow**

###### The Account Editor Delayed Master Flow is a pre-built Shopify Flow automation that holds payment capture for a configurable grace period, then captures automatically — triggering Coghlan 3PL to download the finalized order.

1. Download the **Account Editor Delayed Master Flow** file (provided with this guide)
2. In Shopify Admin, go to **Apps → Shopify Flow**
3. Click **Import** and select the downloaded `.flow` file
4. Configure the **grace period timing** to match your editing deadline (e.g., **30 minutes**)
5. Click **Activate** to enable the Flow
6. Click **Save**

| [⬇️ Download Account Editor Delayed Master Flow](https://drive.google.com/file/d/1dQ9pnbumzyJNy_NKW6JCSaF1aHCUOmUu/view?usp=sharing)
|| **📝 How the Flow works: When a new order is created, the Flow waits for the configured grace period. After the wait, it automatically captures payment — changing the status from `Authorized` to `Paid`. Coghlan 3PL then downloads the order with all edits included.**

---

## **⏱️ Step 3 — Configure the Editing Deadline**

###### Set how long customers have to edit their order before the grace period expires and payment is captured. This deadline should match the timing configured in the Shopify Flow.

1. Open **Account Editor** app settings
2. Find the **Editing Deadline** setting
3. Set the deadline to match your Flow timing (e.g., **30 minutes**)
4. Click **Save**

|| **📝 Keep timings in sync: The editing deadline shown to the customer should match (or be slightly shorter than) the grace period in Shopify Flow. For example, if the Flow waits 30 minutes before capturing, set the editing deadline to 25–30 minutes so customers see an accurate countdown.**

---

## **✏️ Step 4 — Your Account Editor Workflow**

###### Once setup is complete, this is the automated flow for every order:

1. New order arrives → Payment = **Authorized** *(Coghlan 3PL does not see it ✅)*
2. Grace period active → Customer can edit in **Account Editor** — add/remove items, change quantities, update address
3. Grace period expires → Shopify Flow **automatically captures payment**
4. Payment becomes **Paid** → Coghlan 3PL downloads the finalized order ✅
5. Order is shipped with **all edits included** — no manual intervention needed

###### **What happens after this setup:**

* ✅ Correct order total — removed items not counted
* ✅ Added items appear correctly in Coghlan 3PL
* ✅ Quantity changes reflected accurately
* ✅ Address changes included in the download
* ✅ No manual payment capture needed — fully automated

|| **✅ Setup complete! Coghlan 3PL will always receive the final, correctly edited order. The entire flow is automated — no manual capture or Coghlan 3PL configuration required.**

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### Settings Summary

| **Where** | **Setting** | **Value** |
| ---- |
| Shopify → Settings → Payments | Payment capture method | `Manually capture payment for orders` |
| Shopify → Apps → Shopify Flow | Account Editor Delayed Master Flow | **Active** — grace period configured |
| Account Editor → Settings | Editing Deadline | Configured (e.g., 30 min) |
| Coghlan 3PL | Order download filter | **Paid** orders only (default). Partially paid: not downloaded unless specifically requested |

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### Testing Checklist

###### Before going live, run through this checklist to confirm everything works correctly:

* ✅ Place a test order — verify it does **not** appear in Coghlan 3PL immediately
* ✅ Make edits during the editing window — add/remove items, change address
* ✅ Wait for the grace period to expire
* ✅ Confirm payment is captured automatically by the Flow
* ✅ Confirm order appears in Coghlan 3PL with **all edits included**

---

### Troubleshooting

| **Issue** | **Likely Cause** | **Fix** |
| ---- |
| Orders appearing in Coghlan 3PL too early | Payment capture not set to Manual, or Flow not activated | Verify payment capture = "Manually capture payment for orders" and the Account Editor Delayed Master Flow is **Active** |
| Orders not appearing after grace period | Flow is not capturing payment correctly | Open Shopify Flow → check the run history for errors → re-import if needed |
| Edits not reflected in Coghlan 3PL | Edits were made after the grace period ended | Ensure all edits are completed **before** the grace period expires — Coghlan 3PL does not read live edits |
| Partially paid orders not downloading | Coghlan 3PL does not pull partially paid orders by default | Contact your Coghlan 3PL representative to request partially paid order downloads if needed |
| Authorization expired (no payment captured) | Grace period exceeds 7-day limit | Reduce grace period to well under 7 days (recommended: 30 min – 2 hours) |

---

### Best Practices

* Keep the grace period short — **30 minutes to 2 hours** is ideal for most stores
* Sync the editing deadline in Account Editor with the Flow timing so customers see an accurate countdown
* Monitor Shopify Flow run history after launch to confirm payment captures are firing correctly
* If you need partially paid orders downloaded, contact Coghlan 3PL to enable this **before** going live
* Test the full flow end-to-end before going live with real orders

---

### Need Help?

###### If orders still don't sync correctly after following this guide, contact Account Editor Support and share:

* Your store URL
* Screenshot of Shopify → Settings → Payment capture method
* Screenshot of Shopify Flow → Account Editor Delayed Master Flow status and run history
* The affected order number