How to set up a Shopify Sales Channel [Step-by-step guide]

Modified on Fri, 11 Oct, 2024 at 5:42 PM

To connect Shopify, you will have to, first, create the Channel Account, and then, set up the account connection as such.

Once the connection has been established between the system and techOMS, you will be able to push and update Sales Orders, get stock updates and synchronize inventory.

WARNING: For your connection to work, your Shopify plan must be Shopify or higher. Given the last changes within Shopify's plan structure, Basic does not support PII.

The process consists in two phases:

1) Create the channel from Shopify

2) Configure additional parameters from techOMS

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

NOTE: Make sure that the Account has been properly created prior to setting up the Account. If you haven't set it up yet, do so as indicated in How to Add Accounts to an Organization [Step-by-step guide].

CREATE CHANNEL

To create the Sales Channel you will have to:

1. Access Shopify

2. Click Apps

3. Click App and sales channel settings

4. Press Uninstalled to filter the applications

5. Select techOMS from the list

6. Press Install

7. Confirm the action by clicking Install unlisted app

Once you have added it, you will be redirected to techOMS automatically; proceed to the following section.

8. Select the Sales Channel Account you will create the connection under

9. Name the Channel so it can be properly identified afterwards

10. Press Save to complete the process

CONFIGURE ADDITIONAL PARAMETERS

To configure additional parameters:

SECTIONS

A) QUICK ACTIONS, allows to perform additional/quick actions:

Sync: Provides manual quick actions to synchronize different sets of data from/to the channel
Save: Saves and commits changes
Delete: Deletes the channel connection

B) VIEW SELECTION, allows to change the different view modes:

Main settings (default): Allows to review and set the basic connection settings
- Application & Key (locked): Connection type and API key
- Connection name: Display name for the connection, can be edited if required for more convenient identification if there are many
- Shop Domain: Set or modify the Shopify domain you'll connect to
- Personal Identification Information (PII) Retention: Allows to define for how long PII records should be kept
Advanced: Allows to define Units of Measurement, Fulfillment Location Mappings, as well as order download rules and Order and Inventory options (Tags, Metafields, Fraud Risks, Fulfillment Orders) How to manage Sales Channels Advanced settings [Step-by-Step guide]
Warehouse Mappings: Allows to define, map and connect different techOMS Warehouse entities to External Warehouse entities by associating the Warehouse profile to the external code as detailed here: How to manage Warehouse Mappings [Step-by-Step guide]
Carrier Mappings: Allows to review and set Carrier name mappings between the Sales Channel connection and techOMS as detailed here: How to map Carriers in a Sales Channel [Step-by-step guide]

WARNING: The Carrier Mapping for this channel is only used for receiving orders into techOMS. The Carrier/Service passed back to Shopify is based on the carrier name, tracking number, and tracking URL (the latter, if included)

SKU Mappings: Allows to review and set SKU mappings between the WMS connection and techOMS as detailed here: How to map SKUs in a Sales Channel [Step-by-step guide]
Webhooks: Allows to review and set Webhook connections as detailed here: How to set up Shopify Webhooks [Step-by-step guide]

NOTE: If you wish to set up automations for the channel, follow the steps here: How to configure Recurring Jobs for Sales/Fulfillment channel Automation [Step-by-step guide]