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

To connect Shopify, you will have to, first, create a Sales Channel connection, and then, set up the connection parameters.

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.

The process consists in two phases:

1) Create the channel

2) Configure additional parameters

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

CREATE CHANNEL

To create a Sales Channel you will have to follow the instructions in How to Create a Sales Channel [Step-by-step guide]

Once you have added it, proceed to the following section.

CONFIGURE ADDITIONAL PARAMETERS 

To configure additional parameters:

1) Click on the created channel's name in the list

2) Add/Change/Set parameters according to each section as required (click to enhance):

SECTIONS

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

• Main settings (default): Allows to review and set the basic connection settings
• 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]
• 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]
• Webhooks: Allows to review and set Webhook connections as detailed here: How to set up Shopify Webhooks [Step-by-step guide]

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

• Health Check: Verifies if the connection is active or not
  
• Registration: Registers the channel for usage as indicated in 
• Save: Saves and commits changes
  
• Delete: Deletes the channel connection

C) GENERAL, displays and/or allows to edit:

• 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
• Host: URL of the connection, can be edited if the URL is changed at any point

D) CHANNEL SETTINGS, displays and allows to set/modify channel connection and binding settings:

• Shop Domain: Set or modify the Shopify domain you'll connect to
• Webhook Client Secret: Set or modify the Webhook Client password (secret)
• API Admin Access Token: Set or modify the Shopify API Admin role specific access token
  

• Include Fulfillment Orders: Enable to allow downloading existing fulfilled orders in Shopify to create them as fulfilled shipments in TechOMS as well

• Filter push orders by financial statuses: Filter by order status when orders are imported from Shopify

• Filter push orders by fulfillment statuses: Filter by order status when orders are imported

• Map Product Tags to References: Enable to allow tag mapping to sales order line references when orders are imported

• Map Metafields to References: Enable to allow custom (Metafields) fields mapping to sales order line references when orders are imported 

• Map Fraud Risks: Enable to map this field into techOMS, which will obtain the maximum value from the array on Shopify's end 

• Filter Push Orders by financial/fulfillment statuses: 
• Consumer Key/Secret: Set or modify Consumer key and password (secret) 

E) WAREHOUSE MAPPINGS, allows you to bind or modify the connection to a specific warehouse instance:

• Warehouse IDs: Set or modify the Warehouse IDs (Warehouse as the techOMS entity, External as the Identifier on the WMS end) to bind both ends

F) SYNC ACTIONS, displays information about the synchronization actions and last activity, as well as allowing manual logging

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]