Shopify Application

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Shopify Application

The Shopify Application allows you to push inventory items and quantities to Shopify and to pull sales from your Shopify e-commerce site.  Pressing the Shopify Application Tile will bring you to the Shopify Application Page.

 

Setting up Shopify Settings

 

To setup the Shopify Integration you first need to create and setup an App on your Shopify site.  To do this:

 

1.Login to your Shopify site.

 

2.Click the Apps option on the left hand menu bar.

 

3.Press the Develop apps for your store button at the bottom of the page.

 

4.Press the Create an app button.

 

5.Enter an app name and assign an App developer.  The App developer can only be assigned to staff and collaborators with permission to develop apps. Shopify will contact them about development updates, like changes to Shopify APIs. RetailEdge's RECAP Shopify Application is the app that will be given access to Shopify through this mechanism.  This can be named anything that makes sense to you (e.g., RetailEdge POS).

 

6.Press the Configure Admin API scopes button.  At a minimum RetailEdge will need the following permissions:

 

a.  Customers (Read_customers)

b.  Orders (Read_orders)

c.  Product_Listings (read_product_listings and write_product_listings)

d.  Products  (read_prodicts and write_products)

e.  Inventory (Read_inventory and Write_Inventory)

 

7.   Press the Save button.  This will generate an API Credentials (API Key and API secret key) that you will need for the RetailEdge RECAP settings.

 

8.Press the Install App button to install the app.  You will receive a message: Installing gives this app access to your data. You’ll get an access token that’s limited to the API scopes you selected. Make sure you’ve only selected scopes that your app needs to work.  Press the Install button to complete the installation.

 

9.   Determine your location's Location ID by choosing Settings from the lower corner of the Shopify menu, selecting Locations, then selecting your Location (Shipping Origin) from the List.  In the address bar at the top of the screen you will see a web address with https://mystorename.myshopify.com/admin/settings/locations/Location ID.   Write down this Location ID so that you can enter it into the RECAP Settings below.

 

10.RetailEdge only imports unarchived orders.  So in the Shopify Settings, Checkout Settings, Order Processing Section make sure the option to automatically archive the order after an order has been fulfilled and paid is not checked.

 

 

Setting up the RECAP settings

 

On the Shopify RECAP Page, choose the Settings menu item.  This will display the Shopify Settings page in RetailEdge.  You will need to enter the following information:

 

Shopify Settings Tab

 

Turn Shopify Integration On? Checkbox:  Check this box to turn the integration on.

 

Shopify Store Name:  This is the name of your Shopify Store. This value can be found by looking at your browser when logged into your Shopify site. Copy the name found before the .myshopify in your browser's address bar. (e.g.,  https://YourStoreName.myshopify.com).

 

Location ID: Enter the Location ID copied from your Shopify Location Settings above.

 

API Key:  This is the key that was generated after saving the app settings above.

 

Admin API Access Token (Password):  This is the API Access Token that was generated after saving the app settings above.  You will only be able to view this credential once so you should copy and store it in a secure place in case you need to move your Sehopify settings to a new workstation in the future.

 

Order Timer: This is the value in minutes RECAP uses to determine how often to check with Shopify for new orders. Before setting up information on the other tabs, you should set this value to 0 (manual mode).

 

Product Timer:  This is the value in minutes RECAP uses to determine how often to push new product information to Shopify. Before setting up information on the other tabs, you should set this value to 0 (manual mode).

 

Reset Maximum Order and Product Request Last Dates?  RECAP will only push/pull changes that have occurred since the last successful cycle.   However there can be conditions where items or sales might be skipped (i.e., incorrect system clocks, timers running on workstations while are disconnected from the master database, etc.).  This utility allows you to push back the last synch times to capture these sales or item changes.  

 

Order Settings Tab

 

Reg ID:  The Register ID used for Shopify sales posted into RetailEdge.  Typically this would be the same ID as the Workstation Setting you are using.  However in order to differentiate your web sales from your in-store sales it can be useful to create a separate register in your database and use this workstation ID for sales posting.  

 

Clerk ID:  The Clerk ID assigned to the Shopify sales.  You don't need to assign a Clerk ID to sales if you are not tracking clerk sales in RetailEdge, but it can be helpful for future reporting purposes.

 

Promotion Code: To help you better track sales in RetailEdge you can assign a promotion code to Shopify sales.  This can help you track the effectiveness of web promotions.

 

Shipping Stock #:  This is the Stock Number of the item you use for shipping in RetailEdge.  RetailEdge will use this Stock Number for shipping on imported Shopify sales.

 

Coupon/Discount SKU:  This is the Stock Number of the item you use for coupons in RetailEdge.  RetailEdge will use this Stock Number for coupons used on imported Shopify sales.

 

Tax Adjustment SKU:  This is the Stock Number of the item to use when Shopify's tax totals do not match what RetailEdge is expecting.  RetailEdge will use this Stock Number to adjust the sale by the the difference between the amount sent by Shopify and the amount calculated by RetailEdge.

 

Tip Adjustment SKU:  If you are accepting tips on Shopify, this is the Stock Number of your RetailEdge tip item.  RetailEdge will add this Stock Number to imported Shopify sales when a tip has been added to the Shopify order.

 

Sale Date: RetailEdge Post Date or Shopify Sale Date.  This allows you to choose the sale date for the Shopify sale as it is posted into RetailEdge. You might not want to use the Shopify sale date for the RetailEdge posted date.  For instance if you are not automatically downloading sales on a timer, using Shopify's sale date can bring down previous days sales.  These sales might not be immediately visible in RetailEdge's Sales Manager and this can make it more difficult to track fulfillment.

 

CustID Generation. If a new customer is found on an order, RetailEdge can either create a Customer ID using a randomly generated number or create one using First Name Last Name.  

 

Advanced Fulfillment On?  If you are using the Zapiet Store Pickup + Delivery for Shopify Plug-in, RetailEdge has the ability to pull down Shopify sales marked for pickup into the appropriate RetailEdge location.  This requires running the RetailEdge Shopify integration in each location you want to pull sales into.

 

Zapiet Location ID.  This is the Pickup Location ID specified in the Zapiet plug-in for this RetailEdge location.  

 

If Pickup Info is Missing. If an order comes down with no Pickup Location this setting tells RetailEdge what to do with the order.  You will want to have this set to Do NOT Import This Order in all RetailEdge locations except for the location you are using to fulfill your non-pickup online orders.   This is a very important setting.  If it is not set correctly in the locations, then you may duplicate Shopify Orders in RetailEdge.  

 

Note: RetailEdge can accept sales with items that are not in RetailEdge's inventory.  These sale items are imported as non-stock items.  RetailEdge uses the Default Margin setting to calculate the cost of the item.  

 

Payment Method Mapping Tab

 

Payment Methods Settings: This is the value that will be applied to payments for Shopify Sales.  Typically Shopify sales will be associated with a different payment method (e.g., Shopify Payments).  This will allow you to differentiate payments between in store and web store sales.  If you want to have your Shopify Payment Methods match RetailEdge's or be grouped into a few different RetailEdge payment methods, you can Add Payment Methods, and then set the Shopify Payment Label, Shopify Payment Value to be mapped this a RetailEdge Payment Method.  By Default all Shopify Payments will go to one Payment Method in RetailEdge (DEFAULT, DEFAULT, RetailEdge Payment Method).

 

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Product Settings Tab

 

Shopify Compare at Price:  This is the RetailEdge Price field that is used for the Compare at Price in Shopify.  This can allow you to highlight that you have lower prices than your competitors.  You should set it to the same value as the Shopify Sale Price below if you don't want comparisons.

 

Shopify Sale Price:  This is the RetailEdge Price field that is used for the normal Shopify selling price.   This allows you to select one of 5 different RetailEdge price fields if you want to use different pricing on the web than you use for your in-store sales.

 

Send Price Option: This allows you to send pricing up to your Shopify store only on the initial item creation or each time you make a change in RetailEdge's pricing so that you can choose to manage your pricing on Shopify or within RetailEdge.

 

Send Title Option: This allows you to send the RetailEdge Description Field up to the Title field on your Shopify store ONLY on the initial item creation or each time you make a change to RetailEdge's Description Field so that you can manage Shopify Title changes from within RetailEdge.

 

Send Description Option: This allows you to send the RetailEdge Description (or Notes 2 field if populated) Field up to the Description field on your Shopify store ONLY on the initial item creation or each time you make a change to the RetailEdge Field so that you can manage Shopify Description changes from within RetailEdge.

 

Export Filter Field: RetailEdge uses values placed in the Export/Report Code or User Fields 1-5 to determine which items are to be uploaded to the Shopify site.  You can use any one of these fields.  These fields are filterable in RetailEdge's inventory Manager and reports to allow you to easily see which items in your inventory are designated to be uploaded to Shopify.

 

Filter Value: This is the value that you have placed in the Export Filter Field in your RetailEdge inventory above to designate it as an item to be uploaded to Shopify (i.e., WEB, SHOP-WEB, W, etc.).

 

Product Type: this is how it is listed on Shopify, choose to match Department, Class or both.  

 

Tags Field:  Shopify allows you to associate tags with items for better categorization on the web. This allows you to manage these tags in RetailEdge and change them as necessary.  Multiple Tags should separated by commas.

 

Inventory Management: This field tells Shopify whether to track Quantity on RetailEdge's Non-Stock Items on the site.  RetailEdge does not track quantities on non-stock items.  This can be helpful and used in conjunction with the When Sold Out setting below to better manage what items you can continue selling when out of stock.

 

When Sold Out: This field tells Shopify whether to Stop Selling items when they are out of stock or continue selling them.

 

Key Mapping Field: This field tells the integrator which field to use as the key field in Shopify.  The Key Mapping Field is by default Stock Number and will poplulate the Shopify SKU field.  These two fields must match in order for the changes to go to RetailEdge.  Some customers prefer using other unique identifiers in RetailEdge for this mapping (ItemID, UPC1, UPC2).

 

Barcode Field: Shopify uses a barcode field to store UPC values so that product can be pushed to other on-line marketplaces (e.g., Amazon).  The default for this field is the UPC1 field.  However some customers have UPC values as their stock number and so you could choose Stock Number as your barcode value.

 

Note: Once the initial inventory has been posted to Shopify, only certain values are re-posted to Shopify on subsequent posts.  These include weight, price and quantity, tags.  Other item fields can be modified in either place and do not get replaced (i.e., description, product type, vendor, etc.).  When an item is put on the Shopify site, the value that identifies and links the information in RetailEdge to Shopify is the Stock Number field/Shopify SKU field.  So care should be taken when changing stock numbers in RetailEdge and SKU values on Shopify after items are on the site, as this can break the link.

 

 

Product Request Locations Tab

 

This allows you to select which locations in a multi-location business are going to be used for inventory quantities on Shopify.  Many times users will use all quantities from all locations on their e-commerce site.  Other times they will show only the location where fulfillment will be done to make it easier to fulfill the orders.

 

Running the Shopify Integration

 

The buttons on the main RECAP Shopify page, allow you to manually Import Shopify Orders into RetailEdge, Export RetailEdge items to Shopify, Import Orders AND Export Items, and Return to the RECAP Control Center.  The integration will also run automatically based on the values entered in the Order and Product timer settings.

 

Viewing  Error Logs and Warnings

 

Each RetailEdge request and Shopify response are logged.  These logs can be useful for troubleshooting problems.  The Logs can be viewed by choosing the Error Log or Warnings menu items on the RECAP Shopify page.  In General:

 

Errors will:

Prevent items from being sent to Shopify

Create notifications via RED recap text and error in Shopify tile in RECAP.

 

Errors could be problems in your Settings configuration, on Shopify product/variant, or in the RetailEdge inventory item.

 

Warnings:

Prevent items from being sent to Shopify

Will not create notifications via RED recap text and error in Shopify tile.  

 

You should view these logs if you think there is a problem with an item on Shopify or something is not working as expected.  Many warnings require no action.  Warnings usually identify problems in your Shopify data.

 

Importing Shopify Products

 

If you have an existing Shopify site and want to start using RetailEdge to manage your inventory and run your Store's sales and customer management, you can do this simply by choosing Import Shopify Products menu item.  This will bring down products and properly create the variants in RetailEdge, departments, and vendors that match your Shopify site's data.  Care should be taken when you perform this function as you can create a lot of data (for good or bad) very quickly.  RetailEdge will recognize items based on the Shopify SKU field and try and find a corresponding RetailEdge Stock Number.  If a match is not found, the import will create a new item in RetailEdge.

 

Note: To use this application you must be subscribed to a Silver (updates plan) or Gold (Support and Updates plan) and there is a monthly fee for the integration.  In addition we can provide you with additional training and setup if you would like. Please contact us to get additional details on pricing.