ERPAG, as a complex MRP / ERP software, already has an API connection that allows shipping orders and generating shipping labels. However, users who have a Shopify webshop usually already have their own system for generating shipping labels integrated into their webshop. In this case, an organizational question arises: How can an operator who is logged into Shopify and monitors order statuses there know which order needs to be shipped, ie which order is packed and ready for shipping in ERPAG. The solution is in a function that updates the TAGS field in Shopify Orders and thus solves the above-mentioned problem.

Estimated reading time: 5 minutes


Setup

You can find the function for updating TAGS fields in Shopify in the Administration – Web Shops option:

Then you need to activate the webshop:

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Click on EDIT, and set the ‘Update ERPAG pack status to webshop’ field to ‘Yes’. The default value is ‘No’ to avoid ERPAG updating the TAGS field if you are using one of the Shopify plugins that need the same field for their own purposes.

Shopify Orders

When customers create orders on the webshop, it is necessary to synchronize them to ERPAG. Why is that important? It is important that you have information in ERPAG about what was ordered so you know which items to manufacture or order from the supplier, for example. The moment the goods are available in ERPAG you will create a packing list, ie pack the items and synchronize the information to Shopify so that you can ship the goods to your customer from Shopify. The following image shows the list of orders in Shopify:

You can synchronize a Shopify order to ERPAG by going to the Sales order list (Sales – Sales orders). Just click on the ‘Synchronization’ button and select your webshop:

Synchronized orders will appear in the sales order list:

Now you need to make sure that you have enough stock in ERPAG to be able to pack the sales orders. How to increase stock levels is another topic that has already been explained in several blogs (procurement from suppliers, manufacturing, transfer from another warehouse, initial balance, etc.). Once you have enough items in stock, you need to pack them in ERPAG. It will result in the list looking like this:

So now we have orders ready to be ship to the customer. In this case, 2 orders are ready to be shipped while one order is not yet fully ready). We need to synchronize this information to Shopify so that the operator who monitors Shopify orders knows which orders are ready to generate a shipping label. You can do this by reactivating the ‘Synchronization’ option and selecting the webshop. After synchronization, in the Shopify order list, information will appear in the Tags field:

If you have a large number of orders on the list, you can use the filtering option. This will reduce the list and show only the orders that need to be sent: