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Shopify Integration

SHOPIFY PLUGIN

First, login to AFlex and AutoCount new created account.
Seconly, restart sync date from user selected date.
Thirdly, Pre-set default account or item for creating Invoice.
Next, view failed log when creating Invoice and AR Payment in AutoCount; or updating balance quantity to Shopify.
Last, pre-set code mapping for Location and Payment Method, because it might difference wording in both AutoCount and
Shopify.

OWN CREATED FORMS

1. API Configuration (frmLogin)

Login to AFlex and AutoCount new created account.

  • Use AFlex customer account.
  • Create new user in AutoCount, set Network User Type to Full System Control. So, all document will be created or edited by this user (easy to keep track).

Restart sync date from user selected date.

  • Allow user to reset sync date begin from which date.
  • Easy the developer to set the date when Shopify previous order is not sync to AutoCount.
  • Created order will only update UDF field, won’t duplicate invoice and payment.
  • Missing order will create Invoice and AR Payment.

Pre-set default account or item for creating Invoice.

  • Sales Invoice Debtor: default 1 debtor for online customer.
  • Sales Invoice Shipping Item: invoice detail item for shipping fees.
  • Sales Invoice Quick Sales Item: special item for “Quick Sales” from Shopify item.

2. Sync Order Log (frmSyncLog)

  • Allow user to delete log when order or payment is created by user.
  • Only shown on pending order or payment.
  • User can create item or payment method when it is missing.

3. Sync Qty Log (frmQtySyncLog)

  • Allow user track items was not updated to Shopify.

4. Code Mapping (frmCodeMap)

  • To map code from Shopify to AutoCount.
  • If code from Shopify is not found in AutoCount, Invoice or AR Payment will not success to create and it will show error log in Sync Order Log

SHOPIFY SERVICE

First of all, go get all new orders and create Invoice in AutoCount.
Next, create AR Payment to knock off current created Invoice.
After that, update Shopify Location Id to shorten time request when update quantity.
Then, get and update estimation balance quantity.
Now, create Invoice when: fulfillment_status = shipped and financial_status != skip, pending
Lastly, Create AR Payment when: financial_status= paid, partially_refunded, refunded

SERVICE FLOW

1. Resync all error order.

  • Continue to create AutoCount Invoice when fulfillment_status = shipped.
  • When order is created as Invoice, only update on field “FSPOrdSt”.
  • Will keep as error log when default setting is not set, or item not found.
  • Create AR Payment when financial_status = paid, partially_refunded, refunded.
  • For those failure AR Payment mostly causes is Payment Method not found.

2. Sync new order when is fulfilled.

  • Continue to create AutoCount Invoice when fulfillment_status = shipped.
  • When order is created as Invoice, only update on field “FSPOrdSt”.
  • Create AR Payment when financial_status = paid, partially_refunded, refunded.
  • Will double check if document is not created and save as error log and resync later.

3. Update location id from Shopify to AutoCount.

  • Because of API to update quantity request location id, this will shorten time running when update balance quantity.

4. Calculate allocated quantity for pending and unshipped order.

  • Get all orders from Shopify when fulfillment_status = unshipped, partial and financial_status != voided,
  • refunded.

5. Calculate balance quantity and update to Shopify.

  • Allocated quantity will be deducted from location called “RETAIL” in Shopify.
  • Get total / base UOM (difference by Location) balance quantity from AutoCount table “ItemBalQty”.
  • Need to manually calculate balance for multi UOM.
  • Example 1: Box – 12 pcs, PCS – 1 pc; will main reserved for PCS.
  • Example 2: Follow Example 1, if Box not available in Shopify, total estimate quantity also will not fully fall to PCS.
  • Those calculation has got confirmation from Irene through email.
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