• You will no longer need to manage stock through Shopify. Instead, you will receive your stock through Unleashed.
• All stock reports should only be run in Unleashed.

• If your prices are to be tax inclusive, select the All taxes are included in my prices checkbox on the Settings | Taxes page in Shopify. The table describes how the prices are synced in Unleashed if the Shopify prices are set to tax inclusive.

  • Tax value is excluded when importing the products prices into Unleashed.

  • Tax value is added to the Unleashed price when we create products in Shopify.

  • Product prices updated in Unleashed are sent to Shopify. 

  • If Shopify is set as your "product master" the tax rate will pull from Shopify and set within your product record in Unleashed.

Changes, Credits, and Refunds:

• Making updates to an existing order in Shopify is not recommended: create a new order.
• You cannot add an existing transaction in Unleashed and can only process a credit.
• Refunds are not integrated with Unleashed and must be manually created.
• Products: 
  • Unleashed controls Stock on Hand. It is recommended that you do not make any manual changes in Shopify.
  • When Unleashed is Master:
    • Products created or edited in Unleashed - passed to Shopify.
    • Products created or edited in Shopify - are not passed to Unleashed.
  • When Shopify is Master:
    • Products created or edited in Unleashed - not passed to Shopify.
    • Products created or edited in Shopify - are passed to Unleashed.

Using the Shopify Integration Tutorial

Process: Shopify and Unleashed Integration

The following processes are examples that demonstrate how Shopify works with Unleashed after the integration is completed.

Example Process 1

1. You receipt a purchase order in Unleashed.
2. Unleashed updates the quantities in Shopify for the products receipted.

Example Process 2

1. You sell a product in Shopify.
2. A copy of the sales order is pulled into Unleashed based on the status of the Shopify order (can be paid or fulfilled).
3. Unleashed attempts to create the sales order based on the status set in the configuration page –or– if Completed is selected and if there is not enough stock, the sale status will be ‘Parked’, and allocates stock to that sale.
4. Sales orders will be brought into the warehouse automatically, from the mapping that was configured during the setup process.

Field Mapping 

Products

Advanced Product Synchronisation Configuration

The Fields marked with * in the above Product Field Mapping table will be available to be excluded from the Product Synchronisation process via the Advanced Settings section of the Product Synchronisation configuration.

This will provide you with greater flexibility in how your Product Details sync between Unleashed & Shopify. Please note that this feature is only available for Shopify V2. For more information, please contact support.

Customers

Sales Orders

Shipments