Shopify

Manage your Shopify online account and automatically sync your products and inventory to easily manage your online orders and sales.

eCommerce is all about selling products online and at the same time maintaining variety in every aspect of a product. It is a diverse platform where every product has its own properties viz, size, color, price, etc. 

For online store owners, whether large or small, it is impossible to manage all this information and stock status in an inventory manually. Further, if an item is out of stock, it needs to be added in time so that the customers do not switch to another site.

But how is that possible without the manager being informed about the stock status? Here is where inventory synchronization of online stores holds significance. 

In this article, you will discover a simple way to synchronize products and stock on your Shopify account.

Connect to your Shopify account and automatically sync your merchant details. 

Navigate to Settings →  Integration →  Shopify

If you have an existing Shopify online account, click on the 'Connect' button. Enter your account credentials and pair the accounts. Once the account is paired, you will be directed to the page where you can manage the Shopify online account.

Online Store: This is the store ID of your connected online website.

Inventory Location: This is the store to which the online site is connected.

 

Setup Fields

This allows you to map your retailcloud fields with the Shopify online store. 

Sync Products

By default, the sync matches products between online & Shopify using their SKU values. For example, if you have a product named 'Apple iPhone 11' with SKU equal to 23456 on Shopify, and a catalog item 'iPhone 11' in retailcloud POS with ItemID equal to 23456, we treat those products as matching and sync the inventory between them.

Note that our platform is flexible and allows us to customize any aspect of the synchronization. The products can be matched by name, price, or any other way. You can also enable/disable SKUs that should be synced and which not, in case you don't want all product details to get synced. Click here to learn more 

Sync Products allows for instant product synchronization. (eg: product name, price. etc)

Sync Inventory 

A customer visits your e-commerce store and places an order. But, where does your e-commerce store get the product from?  Without this information (product and inventory) the e-commerce store cannot work effectively.

For example,

• You are a retailer where you manage product and inventory information independently in your e-commerce and POS systems.
• A customer visits your e-commerce store, explores the store, and really likes an item.
• He/ She visits the product details page and finds that the product is available in the required size and is in stock. He/ She places an order!
• After a few days, the customer receives an email that his/ her order is canceled because that product was out of stock and inventory information was not synced with the POS system.

If this situation happens when there is a very high chance that the customer might never come back and even recommend other customers to not buy from you.

With integration and synchronization, your E-commerce and POS systems will always be in sync with each other and you can very easily avoid scenarios like these.

Inventory sync will minimize back orders, improve customers’ shopping experience and make it easy to sell on multiple channels, build trust and confidence with your customers, manage product information, inventory management, etc.

For example, the inventory information sync can be taken to a different level when the inventory is managed and maintained in multiple warehouse locations. This would then require businesses to maintain the warehouse and inventory information in the POS system and then sync the information back to the e-commerce system.

Sync Inventory allows you to manually sync the inventory quantities.

You can manually keep your inventory counts in sync between Shopify and retailcloud.

For example, if you sell 2 quantities of SKU0001 in Shopify, 2 quantities will automatically be deducted from that same SKU0001 in retailcloud, and vice versa.

Note: The products saved as Master SKUs and Child SKUs are treated as bundles.

For example, selling 1 (Master SKU) product reduces the inventory quantity of the Master SKU by 1, CHILD SKU1 by 1, and CHILD SKU2 by 1 (the whole bundle).

Optionally, when there are no more CHILD SKUs, then it automatically shows the MASTER SKU as 0 or sold out.

Remap Products: This allows you to remap your products with the online account. This option will fetch all products from Shopify and add mappings for matching items on the retailcloud side.

Disconnect: This will disconnect the pairing between the Shopify and retailcloud accounts.

 

Enable Automatic Sync

The automatic sync toggle helps to avoid the need for manual synchronization through the console portal. Enabling the toggle will ensure that item updates/modifications are reflected in Shopify within 10-15 minutes, eliminating the need to manually navigate and click the 'Sync products' tab.

Order Fulfillment from an Alternative Location

Involves updating the designated store or warehouse responsible for processing and shipping an order. This flexibility optimizes inventory management, reduces shipping times, and addresses stock shortages or logistical issues. By default, each order is linked to a register ID connected to a store, which serves as the inventory source for that order.

For example, an order placed using register R1 of Store S1 can have its inventory location changed to register R2 of Store S2 by enabling order fulfillment from an alternative location. This change will reduce inventory from the new location. However, this update is only possible if the new location has a web register.

When an alternative fulfillment location is selected, it’s crucial to verify that the new location can handle the order. If it can, the order's details and related transactions are updated. This process ensures a seamless transition, maintains order accuracy, and enhances customer satisfaction by ensuring timely and accurate delivery of products.

Transfer Bins to Shopify

This setting allows you to synchronize bin data from retailcloud with specific store locations in Shopify. Bin numbers are associated with Variant Bin metafield within the Shopify store.

By linking products to specific bin locations in Shopify, you gain real-time visibility into inventory levels and storage arrangements.

For more information on creating and allocating bins, click here.

How It Works:

• Enable Syncing: When this option is toggled on, the bin locations assigned to items in retaicloud will automatically sync with Shopify items. This is possible if the merchant has defined a variant meta field in Shopify for storing bin location details under the product variant section.
• Initiate Product Sync: Once the product sync is initiated, bin details will be transferred to Shopify, and the variant’s metafield will be updated accordingly. 
• Disable Syncing: Toggling this option off will disable the synchronization of bin data to Shopify.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more