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Shopify

Overview

Shopify is a complete e-commerce solution that allows you to set up an online store to sell your goods.  It lets you organize your products, customize your storefront, accept credit card payments, track and respond to orders – all with a few clicks of the mouse.

Vinsight integrates with Shopify enabling you to track and analyse your Shopify data within Vinsight. Shopify orders automatically generate a Sales Order in Vinsight and automatically deplete Vinsight inventory.

In this document:

 

Integrating with Vinsight

Go to Add-ons in the Settings > Setup area.  Click the ‘Setup’ Button next to the Shopify logo.

ShopifySetup

In the ‘Shopify Store’ text box, enter the ID of your Shopify Store.  For example if your shopify URL is test-store.myshopify.com, then this ID would be “test-store”

ConnectToShopifyStore

 

Click the ‘Connect to Shopify Store’ button.  This will take you to your Shopify Store login page.

ShopifyLogin

 

Enter your Shopify login details.  If your connection is successful you will see the following notification near the bottom of the Vinsight page:

ConnectedToShopify

Next select the location from the drop-down list, that your Shopify sales are fulfilled from to ensure that inventory is depleted from the correct location.  and indicate how you want Shopify Discounts handled.  Select:

  • ‘Discount Percent across order to’ to apply any discount codes from Shopify as a Discount Percentage across each line item in the order, or
  • ‘As a separate Line Item per order’ to apply any discount codes from Shopify as individual line items with a negative price

LocationAndDiscountHandling

Next you need to ‘Match’ your Vinsight stock items to those in Shopify.   Click the ‘Match Stock Items’ button.   This will take you to a list that shows your Shopify Stock Items on the left and potential Vinsight Stock Item Matches on the right.

MatchShopify

To Match to a Vinsight stock item click on the ‘Match’ tab and select the Vinsight Stock Item from the drop down list, then click ‘OK’.

ExampleLinkedItem

 

If a matching Vinsight Stock Item does not yet exist click the ‘Create’ tab, select the Unit of Measure from the options provided (or select a new unit of measure by clicking ‘Extra settings’) and  create a new Vinsight Stock Item from this page.

Once your Stock Items have been matched, set up is complete.  Your ‘Shopify’ sales will now be included in your Vinsight reporting and inventory tracking.