Workflows for Unleashed's Shopify integration

The following processes are base examples that demonstrate how Shopify aims to sync with Unleashed after the integration is activated.

Manage Products synced with Shopify

When Unleashed is Master:

• Products created or edited in Unleashed will automatically sync to update Shopify.
• Products created or edited in Shopify will not automatically sync to update Unleashed.

When Shopify is Master:

• Products created or edited in Unleashed will not automatically sync and update Shopify.
• Products created or edited in Shopify will automatically sync to update Unleashed.

For more details, see Shopify Product Synchronization.

Product pricing with Shopify

If your prices are to be tax inclusive in Shopify, select the "All taxes are included in my prices" checkbox on the Settings | Taxes page in Shopify. The below 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 "master" the tax rate will pull from Shopify and set within your product record in Unleashed.

Manage Stock on Hand Availability

When the setting "Export Stock On Hand to Shopify" is enabled in the Shopify integration's "Stock Configuration" setting, changes made to your inventory's available quantity in Unleashed will periodically export to Shopify, making Unleashed the master of your inventory. As such, all inventory management and reporting should be completed in Unleashed.

It is recommended that you do not make any manual changes to Stock Quantities in Shopify directly.

The following transactions in Unleashed can trigger a stock update to export to Shopify:

• Receipting Purchases Orders
• Dispatching Sales Shipments
• Completing Assemblies or Disassemblies
• Completing Stock Adjustments (Only Stock Adjustments with a Qty greater than 1)

NOTE: Only updates made to the stock availability of the warehouses enabled in the integration will trigger an export to Shopify. 

Receipting stock into Unleashed

1. Receipt a Purchase Order in Unleashed.
2. Stock on Hand for the receipting warehouse in Unleashed increases.
3. If the receipting warehouse is enabled in the Shopify integration's "Stock Configuration" settings, the receipted product's updated Stock on Hand availability will export to Shopify.

Dispatching stock in Unleashed

1. In Shopify, an order is created for your stock.
2. When the Shopify Order is updated to match the "Shopify Order Status" allocated in the Shopify configuration settings, the order imports to Unleashed as a new Sales Order. 
   NOTE: The Sales Order will import and allocate stock from the warehouse allocated in the integrations "Inbound Warehouse Mappings" settings.
3. Unleashed will attempt to create the Sales Order with the "Unleashed Order Status" allocated in the Shopify configuration settings: 
   
   • Parked
   • Placed
   • Completed: if there is not enough stock to fulfil and complete the Sales Order upon import, the Sales Order status will default to Parked status.
4. Stock on Hand Availability in Unleashed decreases by the Shopify Order's quantity.
5. The allocated/dispatched product's updated Stock on Hand availability will export to Shopify.

Manage Sales Orders imported from Shopify

Edit Shopify Orders in Unleashed

If a Shopify Order has imported to Unleashed, but changes have since been to the order in Shopify, those changes will not sync to the existing Sales Order in Unleashed and vice versa. Similarly, the Shopify Order cannot be imported again through the integration to replace the original Sales Order in Unleashed.

Enable the "Unleashed Manual Order Edits" setting in your Shopify Configuration to manually amend imported Sales Orders to realign them with Shopify.

For more details, see How to edit a Shopify order after it's imported.

Points to note:

• Edits can only be made to the Sales Order in Unleashed if the stock on order has not been invoiced or dispatched. 
• If a Shopify order has not yet imported to Unleashed but has since been edited in Shopify, the edited order will not import to Unleashed. You must create the Sales Order in Unleashed directly, bypassing the integration.

Keep shipments and fulfillments in sync

If the Shopify configuration setting "Keep shipments and fulfillments in sync" is enabled and Shopify Orders import to Unleashed with either "Parked" or "Placed" statuses, we recommend only using either Shopify or Unleashed to manage their fulfillment. 

With "Keep shipments and fulfillments in sync" enabled, and shipments are managed by Unleashed:

1. Shopify Order imports, creating a Sales Order in Unleashed with a "Parked" or "Placed" status.
2. A Shipment is created for the Sales Order in Unleashed.
3. The Shipment is dispatched in Unleashed.
4. The Shopify integration syncs the shipment to the Shopify Order, marking the Shopify Order as "Fulfilled" or "Partially Fulfilled".

With "Keep shipments and fulfillments in sync" enabled, and shipments are managed by Shopify:

1. Shopify Order imports, creating a Sales Order in Unleashed with a "Parked" or "Placed" status.
2. The Shopify Order is marked as "Fulfilled".
3. The integration syncs the fulfillment to the Sales Order in Unleashed, creating and dispatching a Shipment.

• If Shipment is created within Unleashed's order and not dispatched, any fulfillments in Shopify for the Sales Order will fail to import into Unleashed.
• If the Sales Order's been dispatched in Unleashed by a Shopify fulfillment but the Invoice hasn't been completed the Sales Order's status will stay in it's current status, e.g. "Parked" or "Placed". The Sales Order will only update to "Complete" status when it's been invoiced and shipped.