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Using Shopify

Overview

Shopify is an Ecommerce systemm, it is not tailored to any specific industry, but designed to work with many different types products and services. The look and feel and features offered may be easily altered as well, allowing a unique look and feel to each store. Also there is a large number of 3rd party applications that may be added to extend it's functionality/ Lastly there is a large network of support/enhancement programmers available that may be hired to implement very unique capabilities such as shipping, payment options and many others. Several standard free themes are included.

With Shopify, it will be the store's responsibility to load up it's inventory system with the products that will be sold online.

Retail styles will be sent from ProfitSystem to Shopify, including images and size/color and QOH for stock items.

Integration Steps

Sign up for a Shopify store. This will provide a Shopify online software dashboard accessible via username/password where the store may be themed, specific features set such as tax rates and shipping information.

To connect Shopify to ProfitSystem, enter the API path and key at Housekeeping->General Setup->Stores->Ecommerce/Integrations tab or Setup->General Setup->Stores->Ecommerce/Integrations tab.

Credentials can be created in the Shopify Dashboard. Log into Shopify, and in the left-hand menu, go to Apps->Apps and sales channels->Develop Apps->Create an App

  1. Enter the App name, ProfitSystem.
  2. Select one of your staff for the App developer.
  3. Click Create App
  4. On the App Development page, click Configure Admin API scopes
  5. Locate Products in the list and enable write_products and read_products
  6. Locate Product listings in the list and enable read_product_listings
  7. Locate Inventory in the list and enable write_inventory, read_inventory
  8. Click Save at the bottom of the page
  9. Go to the API Credentials tab and click "Create Access Token"
  10. Copy the Admin API access token
  11. Enter the Admin API access token in the Ecommerce/Integrations tab for ProfitSystem
  12. Paste the API access token into the field.
  13. The API path is https://[store name].myshopify.com/admin/api/2022-10 Replace [store name] with the name of your store. It's normally in the URL https://admin.shopify.com/store/[store name]
  14. Click Save and the integration is complete.

Configure the styles you want list on Shopify

  • For each style you want to sell online, go to eCommerce setting tab and set Sold Via to "In-store + Web" or "Web only"
  • Complete the style information on the eCommerce.
  • Set the Price on the ecommerce tab, or leave it blank. If it is blank, the Retail 1 price is used.
  • Check the "Allow stock sales only?" option. This means only sizes/color in stock will be listed online.
  • You can enter a page title, this will be used for the main name for this item. If you leave this blank, it will automatically use the vendor plus vendor style.
  • You can enter search keywords and they will be added to the listing. These are not essential as the major search engines can index the item without them.
  • Make sure you have one or more images on the Images tab.
  • You can click "Upload Style, Replace Images" to upload the style to Shopify. This will delete the existing style on Shopify and re-upload it including images.
  • Also, you can go to Shopify Bulk Upload to batch upload styles by category or vendor.

Procesing Ecommerce orders

When a eCommerce visitor makes a online purchase, the store is alerted to the purchase details, whereby the customer will be registered and the sale rung up in ProfuitSystem manually by a store operator. The SALE will be processed in everywhereBridal any other sale would be. The store would log into Shopify and update the Status of the order from Pending/New (online order statuses are configurable in Shopify) to In Process/Confirmed and to capture the payment (most shops do not process payment of initial ordering online. They wait until they know they can receive the merchandise in the time frame requested by the online customer). Once the order is Confirmed in Shopify, the online Customers credit Card is processed for payment in Shopify and that payment manually entered in ProfitSystem onto the Customers newly created ticket.

Shopify with ProfitSystem Video