Shopify Orders

Overview

The Shopify Account Integration lets you cancel, refund, customize Shipping Methods, and monitor the status of your Shopify orders.

Once an order is shipped, shipping confirmation, including the tracking number and shipment date, will be automatically updated on Shopify. If you decide to Split Orders for partial shipping, Sellercloud will properly send the tracking information to Shopify. Furthermore, order download and tracking upload are available, as well as configuring PDF Invoices.

---

Automate Order Download and Tracking Upload

You can enable automatic order download from Shopify to your Sellercloud account. Once you have configured your integrated website to be Shopify, navigate to:

1. Go to Settings > Companies > Manage Companies > Select a Company.
2. Toolbox > Website > General Settings > Edit.
3. In the Options panel, select Allow Order Download and Allow Tracking Upload.
4. Click Save.

Notify Customers For Tracking

You can enable a setting that will send automated emails to customers for Shopify Orders that have updated tracking information.

1. Go to Settings > Companies > Manage Companies > Open a Company.
2. Go to Toolbox > Sellercloud Integrated Website > Shopify General.
3. Click Edit > Enable Notify Customer For Tracking.
4. Click Save.

Orders Fraud Check

You have the option to retrieve orders’ risk analysis from Shopify:

1. Go to Settings > Companies > Manage Companies > Open a Company.
2. Go to Toolbox > Sellercloud Integrated Website > Shopify General.
3. Click Edit > Enable Fraud Check & Put Orders On Hold.
4. Save.

---

Shopify Shipping Method Mapping

Sellercloud’s Shipping Method Mapping tool lets you manage custom shipping methods for each channel you integrate. When configured, the shipping method a customer selects will be imported along with the order. You can either map shipping methods manually or upload them with a file.

Add Shipping Method Mapping

To configure the shipping method for Shopify orders, follow the steps below.

1. Go to Settings > Companies > Manage Companies > Select a company.
2. Toolbox > Shopify Shipping Method Mapping.
3. Click Edit > Click on the Plus Button to add a new Shopify Shipping Method Mapping.
4. Populate the following:
   1. Shopify Shipping Method
   2. Local Shipping Carrier
   3. Local Shipping Method
   4. Enable Rush Service to mark Orders as Rush. 
   5. Enable Lock Shipping Method to map it to the service selected on the order.
5. Click Add.

Upload Shipping Method Mapping

To upload a Shipping Method Mapping navigate to: 

1. Go to Settings > Companies > Manage Companies > Select a company.
2. Toolbox > Shopify Shipping Method Mapping.
3. Click Edit > Click on the Upload Button in the upper-right corner of the grid. 
4. Download the template and populate the fields:
   1. ShopifyMetodName
   2. LocalMethodName
   3. IsRush
   4. IsLock
5. Go back to Sellercloud and upload the newly created Template.

---

Manage Shopify Orders

You can only cancel an order before it is marked Ship Confirmed on Shopify. If it is already Ship Confirmed, you must issue a refund. If the item is being returned, you should create an RMA instead, where a refund can also be issued. 

Cancel Shopify Orders

 To cancel Shopify Orders navigate to:

1. Orders > Manage Orders > Open a completed Website order.
2. On the Order Details page go to Action Menu > Cancel/Issue Refund.
3. Populate the fields:
   1. Original Shipping Cost
   2. Original Discounts
   3. Shipping Refund
   4. Check the following if applicable:
      1. Email Customer
      2. Apply Refund As Discount
      3. Do Not Send To Shopify
   5. Reason – Select the reason for the order cancellation.
4. In the grid below, Select the SKU and the Qty to Cancel
5. Click Calculate.

Refund Shopify Orders

Sellercloud does not import refunds from Shopify. If a refund is processed on Shopify, it would need to be manually added to Sellercloud. If the item is being returned, you should create an RMA. Refunds can be issued from the RMA.

To refund a Shopify Order:

1. Navigate to Orders > Manage Orders > Open a completed Website order.
2. On the Order Details page go to Action Menu > Issue Refund.
3. Populate the fields:
   1. Operation Type
   2. Amount to Refund
   3. Refund Date
   4. Notes – Leave comments about the reason for the refund
   5. Refund Method – Choose a refund method between Cash, Email, Gift Certificat/Card, Other, Paypal, Purchase Order, Telephone, or Wire
   6. Reference Number
4.  Sellercloud will submit this refund information to Shopify and adjust the order’s payment status.

You can also check the Add Refund Amount As Discount To Order option, which subtracts the refunded amount from the Order Total and classifies it as a discount, rather than a refund.

---

Configure PDF Invoices

PDF Invoices usually include information about your orders and the products they include. You can print Invoices with any specific requirements if needed. You can also select between, Standard Invoice, Channel Specific, Word to PDF, or a plugin. 

1. Go to Settings > Companies > Manage Companies > Select a company.
2. Toolbox > Invoice settings > Per channel preferences.
3. Locate Website in the list.