Shopify settings

In this section you will find all necessary information in order to configure the integration with Shopify.

Prerequisites
Access the Shopify settings

Shopify settings are divided in five categories (tabs). Configuring the integration is done by entering each tab one by one.

1. Stock location
2. Products
3. Customers
4. Custom fields
5. Connection

Prerequisites

Before starting to configure Shopify, we invite you to create your price levels and check that your sales locations are correctly set up in both apps.

Access the Shopify settings

Once erplain and Shopify are connected, go to the menu "Apps" and click on "Configure Shopify":

 

1. Stock location

Location mapping
Asssign to each stock location its matching Shopify location or select "None" if this location does not stand for a Shopify location.


- A shortcut, enables you to create straight into erplain detected Shopify location without doing it throught the Menu Parameters > Stock locations.

** - If the location mapping is not done and that there is only one location in erplain, the option "Default stock location" takes over to ensure a mapping.

Note: If you change the location mapping, make sure to Re-Sync the inventory by clicking on "Re-Sync inventory from erplain to Shopify" or "Re-Sync inventory from Shopify to erplain".

2. Products

Price levels
Choose the price level that you wish to use for your Shopify store. If you sell your products to final consummers on Shopify, we recommend you to select "Recommended Retail Price".



Note: If you change the price level used for your Shopify store, make sure to Re-Sync your prices by clicking on "Re-Sync prices (from erplain to Shopify)" or "Re-Sync prices (from Shopify to erplain).


Product import/export
Import products from Shopify to erplain or Export products from erplain to Shopify via the Product sync. (I want to know more).

Automatic generation of product from Shopify
Activate or deactivate (not recommanded) the automatic generation (and syncing) of Shopify products in erplain.

By default, when a product gets created in Shopify it is automatically created in erplain.


Product mapping
If similar non-synchronized products exist in both apps, you can map them via a simple product mapping. (I want to know more)

3. Customers

Automatic customer creation upon receipt of order
Activate ou deactivate the automatic creation of customers in erplain.

By default, when a new order is created in Shopify, the customer is created in erplain.

Note: For each order, erplain uses the email address to clarify whether or not the customer is new.

4. Custom fields

Field mapping
You can map certain values in Shopify with a particular field in erplain. For example, you can sync the Shopify field "Supplier" with the erplain fields "Supplier" or "Brand.


Product description sync

Activate or deactivate the product description sync between the two apps

By default, when a product is synced between the two apps, its description is synced too. The sync is done accordingly to the chosen sync direction (from erplain to Shopify and vice-versa) or according to the chosen "Master product" for Product mappings. Once the products are in sync, a change in the description in Shopify will update the description in erplain and vice-versa.




5. Connection

Uninstall
Click on Uninstall app to break the connection with Shopify. If you uninstall Shopify, your stock will not be impacted.

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