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Shopify


Our Shopify app creates a realtime 2-way sync of product and order details. That means that once you install our Shopify app, you'll choose what products you'd like us to fulfill, and when orders come through your shopify store, we ship them automatically. Once orders have shipped, Whiplash updates your Shopify store with tracking information, closes the order, and updates inventory. It's that easy.

Installation

  1. Log in to your Whiplash account.
  2. In Whiplash, go to Preferences → Shops → Install Shopify
  3. Enter your Shopify URL and confirm the install.
  4. Select which Product Variants you'd like us to ship. Orders for these products will start flowing into Whiplash as they are paid for in Shopify.
  5. In Shopify, go to SettingsCheckoutOrder Processing and select "Do not automatically fulfill any of the order's line items". Whiplash will mark orders fulfilled once they ship– marking them fulfilled prior to that will cancel the order in Whiplash.
  6. Still in Shopify → Settings → Checkout → Order Processing, select "Automatically archive the order" after it's been fulfilled and paid. This isn't strictly a requirement, but it will keep your store organized and easy to manage.
  7. In Shopify → Products → Edit (or Shopify → Products → Variants → Edit, if there are Variants), set Inventory managed by to "Shopify".

Initial Sync & Best Practices

Whiplash syncs the Available quantity per Item to Shopify every time it changes. Our goal is to complete the integration process without inflating inventory in Shopify, and allowing it to oversell. Generally, this means sync is not turned on until we have all the stock for an item.

Full inventory transfer
  1. General preferences: Configure your Sync setting to only sync when Process Orders is on.
  2. General preferences: Configure your Process Orders setting to give Whiplash automatic control.

With the above settings, we'll flip Processing on when we receive an item, and sync the quantity we received to Shopify.

Partial inventory transfer
  1. General preferences: Configure your Sync setting to "Never"
  2. General preferences: Configure your Process Orders setting to whatever you'll have it set to long-term.
  3. After inventory is received in full, reconfigure your Sync setting to whatever you'll have it set to long-term.
  4. Manually trigger a sync as an Inventory Bulk Action. 

Notes


"Inventory Managed by" setting in Shopify

In general, Inventory should be managed by Shopify. When Inventory is Managed by Whiplash, Whiplash will only sync necessary adjustments. This requires additional settings in the Shops tab, to configure sync behavior for inventory receipts, adjustments, and at low inventory. Once an hour, Shopify fetches the quantity from Whiplash as a safety measure.

Troubleshooting

If your orders aren't showing up in Whiplash, its most likely one of the following:

  1. Your orders are Authorized in Shopify, but not Paid
  2. Your product variants aren't set to be fulfilled by Whiplash
  3. Your product variants aren't set to require shipping
  4. The missing orders were created when the above product variant settings were incorrect
  5. Your orders are Pending Fulfillment

See also:
Why aren't my Shopify inventory levels syncing?
Why aren't some items appearing on my Shopify orders?
Why aren't my orders being marked "fulfilled" / not receiving tracking info?


Communicating shipping costs to your customers

You have a number of options when communicating shipping options + costs to your customers. 

If you are keeping things simple, offering customers something like Free Shipping or $5 Flat-Rate Shipping (for example), we'll by default ship the cheapest method available.  If you are going this route, you can also specify what shipping method corresponds to something like 'Free Shipping' here.

If you would like to charge customers and display this info during checkout, Shopify does a good job of explaining your options here.

Shopify: Understanding Shipping


Last updated Oct 8th, 2020