• Candice Ran

Shopify Integration | PartsPal Inventory Management

Updated: Sep 13



Overview

Shopify is one of the world’s most popular eCommerce platforms for small to medium online retailers. Over 800,000 businesses in 175 countries use Shopify to host online stores, sell at retail locations using point of sale, and manage payments, marketing, shipping and customer engagement.

Partspal’s Shopify integration lets you manage orders and optimize inventory for your online and physical stores using a single platform. By linking Shopify to your Partspal account, you’ll automatically update your latest purchases, sales and inventory values. Through reporting, you’ll gain a clear understanding of landed costs and gross profits. Partspal integrates Shopify with your warehouse or 3PL for order automation and streamlined fulfillment.


Shopify Dashboard

The Shopify dashboard contains tiles displaying useful information about orders, stock and products, with links to key actions. Dashboard tiles include: Order Activity, Order Status, Stock Activity, Stock Update Status, Product Activity and Product Status.


With PartsPal’s Shopify integration, you can:

1. Download Initial Data from Shopify

After an initial import of products from Shopify to PartsPal, PartsPal will become the master source of truth for your inventory. Any new products should be created in PartsPal then pushed to Shopify. Before downloading images to PartsPal or updating details back to Shopify, products must be matched to their code or SKU, or they will be ignored during the download process.

PartsPal can also do an initial import of collections from Shopify and create them within PartsPal as categories. Note: This happens only once—PartsPal does not update back to Shopify.

2. Update Pricing

Assign a price column in Partspal to a price column in Shopify and update prices accordingly.


3. Update Stock Levels

Show your customers accurate stock levels by updating them regularly from PartsPal to Shopify. Users can choose to update stock levels for all products or only those involved in a recent transaction. Shopify has settings that let the user specify which stock levels are updated.

Stock can also be updated automatically. A setting in the “Orders” module allows stock levels for all your integrations to be updated each time a sales order is created.


4. Download Sales Orders


Orders in Shopify can be downloaded to PartsPal. You can specify which orders are downloaded under “Orders” on the Settings tab.

Again, products in downloaded orders are matched to products in PartsPal using their code or SKU. If an order is imported from Shopify and there is no matching product in PartsPal, the line is still inserted in PartsPal but treated as a “non-stock” item whose stock does not diminish. The same applies to a product that may exist in both systems but has not been matched.

Auto Download Orders allows users to schedule the downloading of orders at a specific time every day.


5. Update the Status of Shopify Orders

When an order has been fully dispatched in PartsPal (i.e., a fully dispatched date has been entered), its status can be updated to Shopify under “Update Order Status.”



6. Route Orders to a Branch

Send orders to a store or warehouse location based on Country, State, Shipping Method and Stock Availability.


7. Batch Shopify Orders for Accounting

Partspal allows you to batch Shopify orders to match the frequency of payment imports, rather than importing each order separately. Batching orders then importing them to Xero or QBO with the same frequency that payments are received in your account makes reconciliation far easier.


Other Features

  • Batch Shopify sales and import them to Xero or QBO.

  • Import or update products to Shopify.

  • Match existing Partspal products to existing Shopify products. (If Partspal cannot find a matching Shopify ID for a product, it will create a new product.)

  • Items Per Order: Calculate the number of items per order and automatically fill in the branch name at the time of download.

  • Automatically void in Partspal orders canceled in Shopify.

  • Insert products from Partspal into Shopify v2

  • Download credit notes.


Route Orders from Closest Physical Branch/Location


Automatically route orders for dispatch by country, region or state. If the customer is in Auckland and you have a store or warehouse there, you can automatically route orders to your Auckland store or warehouse for dispatch.

Plus

  • Apply specific routing rules to specific products or apply the same rules to all products you sell on Shopify.

  • Automatically update Shopify with delivery status, letting your customers know their shipment is on its way.

  • Automatically pick, pack and dispatch orders when you integrate with a shipping solution like ShipStation.

Dispatch Multi-Product Orders from Different Locations


Set rules to route orders based on available stock. If your warehouse, retail store or 3PL runs low, Partspal routes the order to the nearest branch (store or warehouse) where stock is plentiful. For example, if a customer orders a top and a bottom on your Shopify site, Partspal routes the top from the Auckland store and the bottom from the Christchurch store and delivers both items to the customer. Partspal can identify where stock is located and assign it to be delivered to the same location/customer.


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