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 the Sales Channel you will have to:

1. Click Channels under Sales Channels

2. Click Create to deploy the fields for creation

3. Complete the fields accordingly

• Application: Select Shopify from the dropdown
• Name: Sales Channel's name
• Shop Domain: Shopify shop domain (e.g. myshop.myshopify.com)

4. Press Registration to apply the changes; you will be redirected to Shopify's login page

5. Follow the steps as the Shopify workflow indicates, entering and defining:

• E-mail
• Password
• Security settings (if needed)

Once you have added it, you will be redirected to techOMS automatically; 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) QUICK ACTIONS, allows to perform additional/quick actions:

• Health Check: Verifies if the connection is active or not
  
• 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
• 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]
• 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]
• Advanced: Allows to define and configure Webhooks connection values (Client and Admin access), 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]

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
• Shop Domain: Set or modify the Shopify domain you'll connect to
• Host: URL of the connection, can be edited if the URL is changed at any point

D) PRIVACY, displays and/or allows to edit:

• Personal Identification Information (PII) Retention: Allows to define for how long PII records should be kept

E) 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]