Email a summary of all products and quantities ordered with Mechanic.

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Email a summary of all products and quantities ordered

by Mechanic Team (team@usemechanic.com)

Use this task to send yourself a quick tally of everything currently waiting in your order list. Super simple: just a list of products, and how many of each were ordered.

Runs every Monday at midnight and when a user triggers the task. Configuration includes only include open orders, only include fully paid orders, only include fully unfulfilled orders, count quantities by variant instead of by product, email recipient, email subject, day of week to send email, and allow sending manually.

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Documentation

This task will scan all of your orders, by default. Configure the task to only look at open, and/or fully paid, and/or fully unshipped orders. This task does not filter orders by when they were placed - only by their status.

Developer details

Mechanic is designed to benefit everybody: merchants, customers, developers, agencies, Gurus, everybody.

That’s why we make it easy to configure automation without code, why we make it easy to tweak the underlying code once tasks are installed, and why we publish it all here for everyone to learn from.

Events
every Monday at midnight (mechanic/scheduler/monday)
when a user triggers the task (mechanic/user/trigger)
Options
only include open orders (boolean), only include fully paid orders (boolean), only include fully unfulfilled orders (boolean), count quantities by variant instead of by product (boolean), email recipient (email, required), email subject (required), day of week to send email (required), allow sending manually (boolean)
Script
{% assign orders = shop.orders.any %}
{% assign order_constraint_texts = array %}

{% if options.only_include_open_orders__boolean %}
  {% assign orders = orders.open %}
  {% assign order_constraint_texts[order_constraint_texts.size] = "open" %}
{% endif %}

{% if options.only_include_fully_paid_orders__boolean %}
  {% assign orders = orders.paid %}
  {% assign order_constraint_texts[order_constraint_texts.size] = "fully paid" %}
{% endif %}

{% if options.only_include_fully_unfulfilled_orders__boolean %}
  {% assign orders = orders.unshipped %}
  {% assign order_constraint_texts[order_constraint_texts.size] = "fully unshipped" %}
{% endif %}

{% assign quantities_by_line_item = hash %}
{% assign line_items = array %}

{% for order in orders %}
  {% for line_item in order.line_items %}
    {% if line_item.product_exists %}
      {% if options.count_quantities_by_variant_instead_of_by_product__boolean %}
        {% capture line_item_key %}<a href="https://{{ shop.domain }}/admin/products/{{ line_item.product.id }}/{{ line_item.variant.id }}">{{ line_item.name }}</a>{% endcapture %}
      {% else %}
        {% capture line_item_key %}<a href="https://{{ shop.domain }}/admin/products/{{ line_item.product.id }}">{{ line_item.product.title }}</a>{% endcapture %}
      {% endif %}
    {% else %}
      {% assign line_item_key = line_item.title %}
    {% endif %}

    {% assign quantities_by_line_item[line_item_key] = quantities_by_line_item[line_item_key] | default: 0 | plus: line_item.quantity %}
    {% assign line_items[line_items.size] = line_item_key %}
  {% endfor %}
{% endfor %}

{% assign line_items = line_items | uniq | sort %}
{% assign list_items = array %}

{% for line_item in line_items %}
  {% capture list_item %}<li>{{ line_item }}: {{ quantities_by_line_item[line_item] }}</li>{% endcapture %}
  {% assign list_items[list_items.size] = list_item %}
{% endfor %}

{% if event.preview %}
  {% assign list_items[0] = "<li>Alpha: 5</li>" %}
  {% assign list_items[1] = "<li>Beta: 6</li>" %}
  {% assign list_items[2] = "<li>Gamma: 7</li>" %}
  {% assign list_items[3] = "<li>Delta: 8</li>" %}
{% endif %}

{% capture email_body %}
  Hi there,

  These are the products and ordered quantities, for all {{ order_constraint_texts | join: ", " }} orders:
  
  {{ list_items | join: "" }}

  Thanks,
  Mechanic (for {{ shop.name }})
{% endcapture %}

{
  "action": {
    "type": "email",
    "options": {
      "to": {{ options.email_recipient__email_required | json }},
      "subject": {{ options.email_subject__required | json }},
      "body": {{ email_body | unindent | newline_to_br | json }},
      "reply_to": {{ shop.customer_email | json }},
      "from_display_name": {{ shop.name | json }}
    }
  }
}
Mechanic tasks are written in Liquid, which makes them easy to write and easy to modify. Learn more about our platform.
Defaults
Only include open orders
true
Email subject
Orders as of {{ "now" | date: "%Y-%m-%d" }}
Day of week to send email
Monday
Allow sending manually
true