Set up Zuarbito

Seven steps from installing to your first order. The app itself shows you what is still open.

Install the app

Install Zuarbito from the Shopify App Store. The app opens in your Shopify admin, and the Orders page lists all steps in the setup section.

Zuarbito starts in observe mode: orders are captured, but nobody is contacted.

A rule defines which details and files a product needs and whether your customer has to approve a proof.

Open Rules and select “Create rule”
Start from a template: engraving text, logo file with proof, photo with caption or embroidery text with choice
Choose the target: product, variant, collection, product type or tag
Turn on “Customer approval of a proof required” if your customer should agree before production
Under “When quantity is greater than one”, choose one entry for all units or one per unit
Save the rule

Existing orders keep their rule version. You only re-evaluate them on purpose.

With the block, customers provide text and files while buying. Without it, clarification runs by email, so this step is optional.

The block needs an Online Store 2.0 theme and uses your theme’s fonts and colors without any changes.

Your customers see your sender name, and their replies go to your reply-to address. You don’t need your own domain for this.

Open Settings, section “Sender”
Enter a sender name and a reply-to address. If empty, we use your shop name and your shop’s email address
Enter a test address and save
Open Messages, review the templates and send yourself a test message

All plans include all features. They only differ in orders and storage.

Free stays free, paid plans come with a 14-day trial.

Before real customers are contacted, run through the flow once yourself. In observe mode, Zuarbito sends nothing on its own.

In the Shopify admin, create an order with a product that has a rule, using your own email address, and mark it as paid
The order shows up under Orders as “Details missing”. Open it and click “Request details”
Open the link in the email, add text and a file and send
Create a proof in the order, send it and approve it through the link in the email
Mark the item as ready for production and create the documents
Cancel the test order in the Shopify admin afterwards; Zuarbito reconciles it as cancelled

The test run counts like a regular order towards the monthly quota.

Only now does Zuarbito contact your customers. At first this only applies to new orders, and older orders stay untouched.

Open Settings, section “Automation”
Set the mode to “Active”
Turn on “When enabling, also include selected open orders” only if existing orders should be included too
Decide in the “Fulfillment holds” section whether fulfillment stays on hold while details or approvals are missing

A matching order shows up under Orders with its status and next action. This is how it moves along:

If something is missing, your customer gets the request and adds the details in the portal
Review the details and create a proof if needed
Your customer approves the version or requests changes
Mark the item as ready for production and create the documents
Start production and complete the order

You’ll find all settings and limits in the documentation.