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

To connect Shopify, first create a sales channel connection, and then set up the connection parameters. Once connected to techOMS, you can push and update sales orders, get stock updates, and synchronize inventory.

This process has two phases:

1. Create the channel
2. Configure additional parameters

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

1. CREATE CHANNEL

This section is performed in Shopify.

To create a Shopify sales channel: 

1. Access the Shopify App Store by going to apps.shopify.com.

NOTE: Before continuing, ensure you are logged in to your Shopify account.

2. Search for the techOMS app using the search bar.

3. Click on the techOMS app.

4. Press Install to be redirected to your administration console. 

5. Press Install to effectively install the techOMS app.

You will be automatically redirected to techOMS. 

6. Select the Sales Channel Account to create the connection under.

7. Name the Channel for proper identification.

8. Press Save to complete the process.

Proceed to the next section to finish setting up the Shopify sales channel. 

2. CONFIGURE ADDITIONAL PARAMETERS 

Configure the following parameters in techOMS. These parameters are organized into sections: Quick Actions, View Selection, and Content View. 

SECTIONS

A) QUICK ACTIONS lets you perform additional actions:

• Sync: Enables manual synchronization as detailed in How to Synchronize data through a Sales Channel [Step-by-step guide].
  
• Save: Saves and commits changes.
  
• Delete: Deletes the channel connection.

B) VIEW SELECTION allows you to switch between view modes:

• Main settings (default): Configures general and automation behavior using the options outlined in Main Settings of a Beta Sales Channel [Information].
• Advanced settings: Sets privacy and system settings.
  
• Channel settings: Sets the channel integration parameters:
  • Shop Domain: Enter your Shopify store's unique URL (e.g., yourstore.myshopify.com).
  • Api Access Token: Input your API access token for Shopify API authentication.
  • Push Orders Financial Statuses: Select all the desired financial statuses to synchronize from techOMS to Shopify.
  • Push Orders Fulfillment Statuses: Select all the desired fulfillment statuses to synchronize from techOMS to Shopify. 
  • Fulfillment Location Mapping: Configure the mapping of fulfillment locations by:

    • Allow External Location to Switch: Permits techOMS to change the fulfillment location.

    • Do Not Switch External Location: Keeps the fulfillment location fixed.

  • Map Metafields to References: Enable this option to map Shopify's metafields to techOMS' references to extend additional information. 
  • Notify Customer: Enable this option to automatically send updates to customers regarding their order status and fulfillment progress. 
  • Add Order Tag in Shopify as "picked up in techOMS": Adds the "picked up in techOMS" tag to Shopify orders for additional classification. 
  • Throughput: Select your subscription plan. This will adjust techOMS order synchronization and operation speed accordingly.
    
    
• Carrier Mappings: Sets Carrier name mappings as detailed in 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 (if included).

  
  
• SKU Mappings: Reviews and sets SKU mappings as detailed in How to map SKUs in a Sales Channel [Step-by-step guide].
• Warehouse Mappings: Binds or modifies the connection to a specific warehouse instance by setting or modifying the Warehouse IDs. This links the techOMS warehouse with the corresponding identifier in the Sales Channel.
• Webhooks: Sets webhook connections as detailed in How to set up Shopify Webhooks [Step-by-step guide].

C) CONTENT VIEW displays and/or allows editing of the settings in the "View Selection" section.