Operations & Fulfillment

Set up custom shipping rates based on specific postal codes (works worldwide!). Perfect for local delivery, in-house fulfillment, or region-based pricing, this feature lets you define precise shipping zones and control costs for customers in targeted areas.

Quickly generate professional invoices and packing slips for every order — no extra tools needed. Customize your templates, automatically include tax or VAT info, and download or print with one click.

Create shipping zones based on U.S. states to set region-specific rates, methods, or delivery options. Ideal for offering different shipping rates to mainland US vs. Alaska & Hawaii. This feature gives you granular control over how orders are fulfilled across the country.

Team Permissions let you control exactly who can edit, view, or access each section of your CartGenie dashboard. It keeps your store secure by giving every teammate the right level of access — from full control to view-only to completely restricted.

Add additional content blocks to your order emails such as headlines and text to personalize every message. Easily drag and rearrange blocks to fit your layout and speak directly to your customers.

See every customer’s order history, lifetime value, and behavior patterns in one place. Use this data to improve service, tailor marketing, and grow loyalty.

Auto-fulfill non-shippable products like digital downloads, event tickets, gift cards, or services instantly after checkout—no manual action required. Keep your fulfillment queue clear while giving customers immediate access to their purchase.

Automatically checks customer addresses at checkout to ensure they’re real, complete, and deliverable. This helps prevent failed deliveries, reduces shipping errors, and saves time on manual fixes. Supports 40 countries and territories with up-to-date global address data.

Use test mode to simulate the full checkout experience without processing real payments. Perfect for development, QA, or previewing how your store behaves live – all without having to charge your credit card and reimburse yourself.

Manually set tax rates by country & state and product tax class. Decide whether to include taxes in prices or add them at checkout. Whether you're dealing with sales tax, VAT, or special rules, CartGenie adapts to your needs.

Support international sales with built-in options for global tax configurations. CartGenie can handle custom tax rules for any country in the world out of the box.

Assign specific tax rates to different product categories or types. This is especially useful for handling digital goods, non-taxable items, or region-specific tax exemptions.

Update a customer’s shipping details even after an order is placed. This helps resolve address mistakes or last-minute changes without needing to cancel and restart the order.

While CartGenie is a US-based company, all our servers are hosted in Europe to ensure full compliance with GDPR and European data privacy laws. Your customers’ data stays within the EU, giving you built-in regulatory protection and reinforcing trust with shoppers who care about where their information is stored.‍

Let customers choose in-store pickup during checkout. Perfect for local businesses that want to offer a flexible, fee-free fulfillment option.

Manage all your store’s subscriptions from a single, streamlined dashboard. View active and past subscriptions, see upcoming and previous billing dates, and take quick actions like pausing, resuming, or canceling plans. It’s an easy way to stay on top of recurring revenue and support your customers with flexibility.

All CartGenie transactions are protected with modern encryption and PCI-compliant standards. Your customers’ data—and your peace of mind—are our priority.

Quickly switch between your different stores from the CartGenie dashboard. Ideal for agencies or businesses running multiple storefronts.

Manage multiple stores under one CartGenie account. Each store is isolated but accessible through a single admin interface, saving time and simplifying management. Each store can have its own team members.

Send order notifications to multiple recipients like fulfillment teams, drop shippers, or accounting. Keep everyone in the loop without manual forwarding.

Tailor the content of your order confirmation and status emails. Add custom messages with customer merge tags, policy info, or branding touches that your customers will appreciate.

Invite your team to help manage your store. Team members can be added to any number of stores and switch easily in between them for easy management.

Update the design of your transactional emails to match your brand. You can add your logo, colors, and messaging to create a consistent customer experience.

Choose from flat rate, percentage-based, price-based, quantity-based or weight-based shipping rules. This gives you full control over how shipping is calculated and charged at checkout.

Define specific shipping zones by countries – with one or more countries in each zone. Assign unique rates and methods to each zone to fine-tune your fulfillment strategy and ensure your shipping costs are covered.

Define your store’s time zone to ensure that all timestamps—like orders, discounts, and scheduled emails—are aligned with your business hours.

Adjust how prices are displayed to fit your region or brand. You can change the decimal and thousands separators, currency symbol placement, and more.

Select the measurement system—metric or imperial—that makes the most sense for your audience. This applies to product dimensions, shipping weights, and more.

Limit discounts by product, category, order total, or usage – and schedule them to start or end automatically. Great for sales events, VIP offers, and seasonal promos.

Quickly create unique coupon codes to reward customers or run promotions. You can generate single-use or multi-use codes for flexible marketing campaigns.

Choose from a variety of discount types including fixed amount, percentage off, or free shipping. Combine with scheduling and restrictions for targeted promos.

Enable inventory tracking to automatically count stock and prevent overselling. We'll automatically reduce your inventory count when items sell and prevent customers from purchasing more items than you have in stock for each variant.

Easily issue full or partial refunds to customers right from the order view. Keep your financial records clean and your customer service smooth with a simple, built-in refund system.

Integrate with Shippo to buy and print shipping labels which sync directly to your CartGenie dashboard and automatically fulfill orders once completed. Get access to discounted carrier rates and simplify your fulfillment workflow.

Send automatic order confirmation and update emails to customers throughout the purchase lifecycle. Customize messaging to match your brand and keep buyers informed.

View a complete history of every action taken on an order—status changes, refunds, shipping updates, and more—so you always have a clear audit trail for support and reporting.

Easily export your store’s orders, products, and discounts as CSV files for use in internal reporting, backups, or third-party platforms. Whether you’re syncing with external systems, generating custom reports, or managing data offline, exports give you full control. For automated workflows, you can also use webhooks to keep everything in sync.

Track the progress of every order with clear statuses. Start with “Unfulfilled” and mark orders as “Fulfilled” once items are shipped or picked up. CartGenie can also auto-update the status when a shipping label is purchased through integrations like Shippo.

Easily manage your orders from one central dashboard. Update statuses, edit shipping details, issue refunds, and keep track of every change in the order timeline.

Track your store's performance in real time with CartGenie’s built-in analytics dashboard. View key metrics like revenue, orders, conversion rates, and more to make data-driven decisions and grow your business with confidence.

Get step-by-step guidance through every part of your store setup with CartGenie’s comprehensive documentation. From product creation to advanced configurations, our guides are built to support beginners and experienced users alike, ensuring a smooth onboarding and easy troubleshooting at every stage.