Shopify integration

Prerequisites

This section outlines the various settings and conditions required for a smooth integration of your Shopify store with your Stock&Buy account.
  • Make sure that all your products and their variants have their SKUs defined

Installation

Once you are logged into your Stock&Buy account, go to the INTEGRATIONS page accessible from the main application navigation menu on the left hand side. 
Look for the Shopify Add-on and click on 'Install'. A dialog will pop up to guide you through the installation process. 

Note: At installation time, Stock&Buy will create a couple of WebHooks on your Shopify store. These WebHooks are required to ensure your orders created on your Shopify store flawlessly flow to Stock&Buy in real time. This is crucial to keep you inventory always in sync with your stores, especially if you have multiple sales channels enabled.

Operations

The section describes the operations offered by the Shopify Add-on for Stock&Buy. 

Products

Once your Shopify Add-on is installed, Stock&Buy will automatically add a section into the Import Products wizard module available on the INVENTORY page. Open the Import Products wizard and select Shopify , click next and you will be presented with a screen outlining the various conditions that must be fulfilled to properly import your Shopify  products into Stock&Buy. 
Notes: 
  • Stock&Buy will not sync your product information (other than the stock on hand quantities) after the import is done
  • Products and variants will be imported exactly as they are defined on your Shopify store - the structure will be kept intact!
  • Products and variants with no SKUs defined will be skipped and will not be imported into your Stock&Buy account

Sales Orders

Orders and contacts are automatically synced from your Shopify store into your Stock&Buy account. Given that orders status on Shopify are defined with both the fulfillment and financial status, we have a special mapping to the statuses in Stock&Buy, the following mapping is applied:
Shopify Fulfillment status Shopify Payment status Stock&Buy order status Notes
Unfulfilled Pending Allocated This happens the first time to order is created, and is being synced to Stock&Buy.

The total amount of allocated inventory increases (i.e stock at hand will decrease). 
The total available quantity remains the same in  Stock&Buy .
The available stock of all products included in the order will automatically decrease in all your connected sales channels.
Unfulfilled Paid, Partially paid Invoiced If the order already exists in Stock&Buy (has previously been synced) 
Since we sync back the status to Shopify as well, the status on Stock&Buy should be Allocated.
Thus only an invoice will be created.
However if there was some issues and the statuses were not synced from Stock&Buy we will do the following:
If the status on Stock&Buy was Shipped, the total inventory will be increased, the allocated inventory will be also increased.
If the status on Stock&Buy was Allocated, nothing will happen to the inventory. Only an invoice will be created.

If the Order is new in Stock&Buy
The total amount of allocated inventory increases (i.e stock at hand will decrease). 
The total quantity remains the same in Stock&Buy.
The available stock of all products included in the order will automatically decrease in all your connected sales channels.
An invoice will be created in Stock&Buy.  In Addition a payment will be imported from Shopify with the payment information  
Unfulfilled Refunded, Partially Refunded Invoiced If the order already exists in Stock&Buy (has previously been synced) Since we sync back the status to Shopify as well, the status on Stock&Buy should be Allocated.
Thus only an invoice will be created.
However if there was some issues and the statuses were not synced from Stock&Buy we will do the               following:
If the status on Stock&Buy was Shipped, the total inventory will be increased, the allocated inventory           Will be also increased.
If the status on Stock&Buy was Allocated, nothing will happen to the inventory. Only an invoice will             be created.  

If the Order is new in Stock&Buy
The total amount of allocated inventory increases (i.e stock at hand will decrease).
The total quantity remains the same in Stock&Buy.
The available stock of all products included in the order will automatically decrease in all your connected sales channels.
In addition and Invoice will be created in Stock&Buy 
Fulfilled Pending Shipped  If the order already exists in Stock&Buy (has previously been synced) 
The allocated inventory on Stock&Buy will depend on the previous state of the order.
If the order was in Allocated state then the total inventory is decreased, and the allocated inventory will be decreased.

If the order was in Shipped state then nothing happens.

If the order is new in Stock&Buy
The total amount of inventory is decreased.
The available stock of all products included in the order will automatically decrease in all your connected sales channels   
Fulfilled Paid, Partial Paid Shipped  If the order already exists in Stock&Buy (has previously been synced)
The allocated inventory on Stock&Buy will depend on the previous state of the order.
If the order was in Allocated state then the total inventory is decreased, and the allocated inventory will be decreased.
If the order was in Shipped state we will import payment information from Shopify.

If the order is new in Stock&Buy
The total amount of inventory is decreased.
The available stock of all products included in the order will automatically decrease in all your connected sales channels.
In Addition a payment will be imported from Shopify with the all its information.


Cancelled Quote This is an order you can't change again from Stock&Buy
Note: When an existing order is synced from Shopify to Stock&Buy, only the order status is updated. Newly added line items will not be imported.

Purchase Orders

Purchase orders will automatically increase the purchased goods quantities on Stock&Buy and on all your sales channels as soon as the order is fully received (in Received state) 

Contacts

Contacts are automatically imported from your Shopify store when importing sales orders. Contacts are matched to the existing contacts in Stock&Buy by email. All orders that do not have customer information will be assigned to an 'Anonymous' customer which will be added to your contacts list. 

Logging

Stock&Buy will log an activity event for each and every interaction that occurs with your Shopify store. You can find all the logs under the ACTIVITY page accessible from the main application navigation bar.

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