Shopify & ERPAG integration
In order to enable ERPAG users to sell through Shopify services, ERPAG has enabled the connection between these two services using the API (Application Programming Interface).
This panel will only appear when you have multi-location in your Shopify account. Then you can define a relationship between a single location in Shopify and a warehouse in ERPAG.
By defining these relations ERPAG will, when downloading Sales Order, create documents in the appropriate ERPAG warehouse, which means that all your sales from any Shopify location will be transferred to ERPAG in an exactly-defined warehouse. Also, if you have defined that ERPAG updates the amount of inventory, it will be in line with locations in Shopify.
Set up items for synchronization in ERPAG
ERPAG allows you to create and select the products you want to synchronize with your Shopify store. Creating products in ERPAG is already described on the following link https://learn.erpag.com/project/create-new-product-1/untitled-4/basic-definition and in this blog, we will only show details related to Shopify.
So enter the Products and Services list and activate the product you want to synchronize with your Shopify store.
From the dropdown list, select the webshop with which you want to synchronize (if you want, you can also select multiple webshops).
By choosing one or more web shops, a separate panel for each webshop will appear on the form.
In this panel, you can define all the parameters necessary for sending to Shopify. ERPAG will offer you some default values, but you can correct them at any time. The only information you can not select is SKU. This information must be identical on both sides so that the synchronization process can function at all.
Thus, the description, the product type (in ERPAG – product category), the vendor, the selling price, and the barcode may be different from that defined in ERPAG.
In the Sales channels field, you can choose whether the product will be sold only through the Online store or through the Online store and Point of Sale. Also, with the Charge taxes option, you define whether your online store will charge a tax. With the Inventory Policy option, you define whether Shopify will also keep quantity records and, finally, the Allow purchase option when it’s out of stock option allows you to sell even if you do not have items in your stock.
In addition to the above-mentioned data from the webshop panel, ERPAG will also take the following data:
– Gross product weight,
– Unit of measure for the weight of product and
– The detailed description of the product
When the setting is complete, record the changes by pressing the Save button.
Once you’ve set up all the items you want to sync, you can synchronize the same data with your Shopify store. From the Product and Services list, click the Web Shops button and then the store with which you want to synchronize the data. Please note that ERPAG will synchronize all products that are defined for synchronization, not just those that you just entered or selected in the list.
The synchronization process takes place as follows:
1) ERPAG reads the product list you have in your webshop;
2) Comparison of items from Shopify list and ERPAG list based on SKU is performed –
a. In case that Shopify has an SKU that does not exist in ERPAG, a new article is inserted into ERPAG;
b. In case there is an SKU in ERPAG that does not exist in Shopify, a new item is added to Shopify;
c. In case there is a product with identical SKU on both sides, comparison of other data (name, price, properties, etc.) is made.
i. If data is identical, no synchronization is performed,
ii. If the data are not identical, the correction of the data is done based on the Conflict Resolver.
So in the event that ERPAG determines during data synchronization that data needs to be updated using Conflict resolver, you need to know the following:
1) If ERPAG wins – the information in Shopify will be corrected in accordance with the information defined in ERPAG,
2) If the Webshop wins – the data in ERPAG will be corrected according to the information defined in Shopify.
Also, ERPAG will adjust the price of products according to the configuration in Conflict resolver:
1) If ERPAG wins – the price at Shopify will be adjusted in accordance with the price defined in ERPAG,
2) If the Webshop wins – the price in ERPAG will be adjusted in accordance with the price defined in Shopify.
In addition to the above operations, ERPAG is also verifying the other parameters of a particular product such as Product with variations, Variant names, Variant values, Weight and Weight UOM. In case it is needed (on the Shopify page or on the ERPAG page), ERPAG will automatically create or correct the data in accordance with the Conflict resolver.
After synchronization is complete, refresh the list of products in Shopify where synchronized data will appear.
Sales Order Synchronization
Orders created in Shopify and having the status Completed can be downloaded into ERPAG while other Orders (or Order) with status Drafted are not downloadable. ERPAG will not download Orders automatically, you need to log into ERPAG, activate Sales menu and then select Sales Orders. Now from the Sales Order list, click the Synchronization button and select the web shop.
The process of synchronizing and downloading Sales Order runs as follows:
1) ERPAG downloads a list of all Shopify Orders that you created after the last synchronization date (reading the Synchronized date in the Setup Webshop);
2) Performs a check of products found in Shopify Orders and, if necessary, synchronizes products with ERPAG;
3) Performs customer check (by name) and if they do not exist, creates them in ERPAG;
4) Creates Sales Order in ERPAG and loads products with quantities and prices as they are in Shopify Orders regardless of the prices found in ERPAG.
In the case that the Orders created in Shopify do not have customer information (name, address, etc.), ERPAG will create a Sales Order where it will write Point of Sale in the name of the customer.
In the case that there are Orders in Shopify containing items that you have deleted in the meantime from the Shopify Product List, ERPAG will create a Sales Order with a Draft status because it is unable to determine the exact content of the Order. In this case, you need to activate the Sales Order and correct the content yourself, or to enter the correct products that should be in the Sales Order.