Shopify

Integrating Supply’d with Shopify syncs inventory, orders, and product details in real-time, keeping your store up-to-date effortlessly.

Integrating Shopify with Supply’d streamlines your eCommerce operations by automatically syncing orders, products, and inventory between platforms. This integration ensures accurate stock levels, faster order processing, and simplified accounting, thus saving time and reducing manual errors across your sales and fulfilment workflows.

This document will guide you through:

• Connecting to Shopify

• Shopify Payments & Payouts

• Editing the Shopify Integration

• Disconnecting from Shopify

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Connecting to Shopify

1

Go to Settings

Click on your company name in the top right and select Settings.

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2

Select Integrations

Scroll down and select Integrations from the Settings menu.

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3

Click Add+

Click on Add + in the top right.

The Add Integration page will show.

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4

Click Shopify

Click on the Shopify logo (as circled above).

You will be taken to Shopify where you can login and grant access to Supply'd.

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5

Return to Supply'd

After returning to Supply'd, the Shopify Settings screen should appear.

If the Shopify Settings page doesn't appear:

1. Click on your name in the top right corner, and select Settings.

2. Scroll down and select Integrations.

3. Select Shopify from the Integrations list.

You can also follow these steps if you need to make changes to the settings at a later date.

Complete the sections as follows:

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6

Shopify Settings

Integration Name

Enter a reference name for this integration.

Connected Shopify Store

The name of the connected store. This field cannot be edited.

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7

Sync Orders

Toggle on to sync orders from Shopify to Supply'd.

Order Number Prefix

Enter an optional prefix for Supply'd invoice numbers sent to Shopify.

Reduce Inventory On Import

Choose whether to reduce Supply’d inventory when orders are imported.

Reduce Stock On Hand On Import

Choose whether or not to reduce stock on hand on import.

• Never: Available stock is reduced when the order is imported. On-hand stock is reduced when the order is picked in Supply'd.

• On Import: Both available stock and on-hand stock are reduced immediately when the order is imported.

• When Fulfilled: Available stock is reduced when the order is imported. On-hand stock is reduced when the order reaches the Fulfilled or Completed status.

Sync Orders

Select which orders to sync from Shopify - All Orders or All Orders Since Date.

When All Orders Since Date is selected, an additional field - Order Sync Start Date - will appear.

Order Sync Start Date

Select the month, year and date from the calendar.

This field will only show when All Orders Since Date is selected.

Your Address - Warehouse

Select which warehouse would you like to map this Shopify location to. This location is used to pick orders from using pick & pack.

Your Address will be the address you have set in Shopify. There will be multiple fields if you have more than one address set up in Locations.

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FAQs

Q: Does enabling Order Sync create duplicate orders?

A: No. Supply'd uses the SKU and Barcode to match products when orders are synced, helping ensure the correct products are identified and preventing duplicate orders from being created.

Q: If Order Sync was turned off and is enabled later, will it import historical orders?

A: No. Order Sync will only import orders from the point it is enabled. Historical orders will not be imported unless they are subsequently updated in Shopify.

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8

Advanced Mapping

Set-up advanced mapping rules to define specific actions based on order information. These actions will run once at the time of import if all the conditions defined in a rule set are met.

To add a Rule:

1. Click Add Rule Set.

2. Select your desired conditions from the drop-down menus.

3. Add any additional conditions, if required, by clicking Add Condition.

4. Select your desired Actions from the drop-down menus.

5. Add any additional actions, if required, by clicking Add Action.

Repeat as required to add any additional Rule Sets.

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9

Sync Inventory

Toggle on if you would like to sync inventory from Supply'd to Shopify.

As a general rule, inventory syncing matches products using the SKU and Barcode. Make sure these fields are completed and match between Supply'd and your sales channels so inventory can be correctly identified and updated, as Supply'd inventory syncing is live and continuous.

If you choose not to sync inventory from Supply'd to Shopify, Supply'd will still use the SKU to match products when Sales Orders are imported from that channel. Make sure the SKU in Shopify matches the SKU in Supply'd so products can be correctly identified and added to the Sales Order.

Important: If the SKU does not match, Supply'd will not be able to automatically identify the product.

Warehouse

Select which warehouse would you like to map this Shopify location to.

Your Address will be the address you have set in Shopify. There will be multiple fields if you have more than one address set up in Locations.

Untracked Stock Setting

Select how would you like Supply'd to handle products that are set as "Untracked" in Shopify.

• Use Supply'd Setting: Will update the product to match Supply'd manage stock setting.

• Ignore Product: Product will be ignored and inventory/status will not be synced.

Stock Buffer

Set a default buffer for inventory sent to Shopify. A buffer will reduce the quantity of each products inventory by the buffer amount to help prevent overselling. This can be overridden at a product level.

The Stock Buffer helps reserve a portion of available stock for other sales channels, such as in-store sales. It is useful for preventing the final items from being sold online when they may be needed for in-store customers.

Example: If you have 10 units in stock and set a Stock Buffer of 2, only 8 units will be made available for online sales. The remaining 2 units are effectively held back for in-store sales, helping avoid a situation where an online customer purchases the last item and an in-store customer misses out.

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FAQs

Q: What settings are required for inventory levels to sync to Shopify?

A: All four of the following settings must be enabled/configured:

1. Sync Inventory: Enabled in the integration settings.

2. Inventory Sync Setting: Set to Use Supply'd Setting.

3. Track Inventory: Under Edit Product → Sell On Shopify, set Track Inventory to Yes.

4. Manage Stock: Set to Yes for the relevant location.

Track Inventory vs Manage Stock: These settings serve different purposes. Track Inventory controls whether product information, including inventory tracking, is managed and pushed to Shopify. Manage Stock is set per location and controls whether the actual stock levels for that location are pushed to Shopify. Because Manage Stock can vary between locations, these settings need to remain separate.

Q: Does the Stock Status field (In Stock / Out of Stock) sync to Shopify?

A: No. Stock Status does not sync to Shopify and must be managed manually in Shopify. Only the actual stock levels sync, and only when Manage Stock is set to Yes for the relevant location.

Q: What happens when Manage Stock is set to No?

A: Inventory syncing is disabled for that location. Supply'd will not push the stock level for that location to Shopify.

Q: A client has stock discrepancies on Shopify. What should we check first?

A: Check these three settings/processes first:

1. Stock Buffer: Check whether a stock buffer is configured, as this can affect the quantity displayed on Shopify.

2. Stock Deduction Setting: Check when stock is deducted from inventory when orders are imported.

3. Fulfilment Process: Check whether orders are being fulfilled from Supply'd or Shopify, as this affects when stock is deducted.

If the client is fulfilling orders from Shopify: Change Reduce Stock on Import to When Fulfilled, and have the client fulfil orders through Supply'd so inventory is deducted at the appropriate stage and remains in sync.

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10

Sync Products?

Toggle on if you would like to sync products added in Supply'd to Shopify automatically. You can select which products to sync when editing each product in Supply'd.

As a general rule, product syncing matches products using the SKU and Barcode. Make sure these fields are completed and match between Supply'd and your sales channels to prevent duplicate products from being created, as Supply'd product syncing is live and continuous.

If you choose not to sync products from Supply'd to Shopify, Supply'd will still try to match products when Sales Orders are imported from that channel. Products are matched using their SKU, so make sure the SKU in the sales channel matches the SKU in Supply'd so products can be correctly identified and added to the Sales Order.

Important: If the SKU does not match, Supply'd will not be able to automatically identify the product.

Name Format* [required field]

The format to use when sending product names to Shopify. Uses out templating language, see docs for more details. Some common options:

• {{brand}}: Products brand name.

• {{name}}: Products name.

• {{size_unit}: Products size (e.g. 100 for a product that is 100g).

• {{size_measure}}: Products size measurement in short form (e.g. "g" for grams).

• {{carton_qty}}: The quantity per carton (e.g. "8" for 8 per carton, "1" for items sold by unit).

Description Mapping

Set-up how descriptions map to Shopify. Add Supply'd fields using handlebars and basic HTML tags are supported.

👉 See available fields and learn more in the Handlebars document.

Default Sales Channels

Select the Sales Channels where a new product pushed to Shopify will be published.

Metafields

Metafields are synced automatically to Shopify for all products. This data allows you to customise how certain additional data is presented within your Shopify theme.

To configure the metafields to be accessible within your Shopify:

1. Login to your Shopify Admin.

2. Click on "Settings" in the bottom right.

3. Click Metafields and Metaobjects in the left menu.

4. Click Products, then View unstructured metafields

Next to a definition you would like to add select "Add Definition". The only fields you need to enter here are the "Name" and "Type" which must match the corresponding type below:

• product_info.ingredients = Multi Line Text

• product_info.allergens = Multi Line Text

• product_info.nutrition = JSON

• product_info.allergens_may_contain = Single Line Text

• product_info.storage_type = Single Line Text

• product_info.manufacture_country = Single Line Text

• product_info.shelf_life = Single Line Text

• product_info.carton_qty = Single Line Text

• product_info.carton_size = Single Line Text

• product_info.carton_weight = Single Line Text

• product_info.[custom_field_name] = Single Line Text for all types except for "Long Text" which should be Multi Line Text

If any of these field types do not match the product the product sync to Shopify will fail.

The nutrition information in passed as a JSON and can be rendered within your theme as a table using code similar to the below:

{% if product.metafields.product_info.nutrition %}
  <table>
    <tr>
      <td colspan="3">
        Servings Size: {{ product.metafields.product_info.nutrition.value.serving_size }}
        <br/>Servings Per Package: {{ product.metafields.product_info.nutrition.value.servings_per_package }}
      </td>
    </tr>
    <tr>
      <td></td>
      <td>Per Serve</td>
      <td>Per 100g</td>
    </tr>
    {% for row in product.metafields.product_info.nutrition.value.rows -%}
      <tr>
        <td>{{ row[1].name }}</td>
        <td>{{ row[1].per_serve }}</td>
        <td>{{ row[1].per_100 }}</td>
      </tr>
    {%- endfor %}
  </table>
{% endif %}

Important: Product Sync

When Product Sync runs, Supply'd will overwrite product data in Shopify. Make sure all product information in Supply'd is up to date before enabling the sync.

If products managed by Supply'd are edited directly in Shopify, those changes may eventually be overwritten by the sync. This is expected behaviour and not a bug.

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FAQs

Q: When Sell on Square (Adding Products > Sell on Square - [Square Integration Name]? ) is turned off in Supply'd, will the product that was previously synced be removed from Square? A: No. Supply'd does not delete products from Square. If you no longer want the product available in Square, you’ll need to archive or remove it directly in Square. Currently, there is no way to remove a product from Square through Supply'd.

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11

Click Save

Click to add the Shopify integration.

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Fundamental Rule: Supply'd Is the Source of Truth

Q: What's the fundamental rule for clients using Shopify with Supply'd?

A: Supply'd is the source of truth. If the data in Supply'd isn't accurate - such as stock levels, Sell On Shopify settings, or product details - the connected Shopify store won't be accurate either.

Clients should not edit product data directly in Shopify for products controlled by Supply'd. Any changes made in Shopify may eventually be overwritten by Supply'd during the sync. This is expected behaviour and not a bug.

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Additional Options

Clicking the 3 dots in top right corner of the Integrations page brings up an additional menu.

Export Products

Allows you to export your products from Shopify to a Supply'd Product Import File, allowing you to import products from Shopify into Supply'd.

👉 See the Bulk Importing of Products document.

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Advanced > Re-sync Orders

Will re-sync all orders from Shopify with Supply'd.

WARNING: This will remove all orders for this integration in Supply'd and begin to sync from the start again. This is not recommended and should be avoided unless absolutely necessary.

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Remove Integration

Allows you to remove the Shopify integration.

👉 See Disconnecting from Shopify below.

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Shopify Payments & Payouts

When you integrate Shopify with Supply’d, all sales orders are automatically synced and recorded to a clearing account in your connected accounting software (Xero or MYOB). This makes it easier to track payments, manage merchant fees, and reconcile your accounts accurately.

How It Works

1. Sales Happen: Orders come in via Shopify, using all sorts of payment methods.

2. Supply’d Does Its Thing: We capture those sales and log them in the right clearing account in your accounting software - eg. Shopify Clearing Account.

3. Payouts Arrive: Stripe, PayPal, Afterpay, etc. send payouts (with fees already deducted) to your bank. You’ll reconcile this payout against the clearing account.

4. Merchant Fees: You create bills for merchant fees and reconcile them against the clearing account.

This setup ensures all Shopify sales are recorded correctly and payouts are easy to match in your accounting system.

The simplified example chart above illustrates the flow. You’ll have multiple payouts from different payment methods, such as PayPal, Stripe, Visa, Afterpay, and others, along with their associated merchant fees.

See the Clearing Account Flow for Sales Channels for further information.

For more information on syncing your accounting software, see the relevant documents in the Integrations section.

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Editing the Shopify Integration

If you like to edit the Shopify integration:

1

Click on your company name in the top right corner and select Settings from the menu.

2

Scroll down and select Integrations.

3

Select Shopify from the Integrations list. The Shopify Settings page will open.

4

Update any details required following the guidelines above for Connecting to Shopify.

5

Click to update the settings.

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Disconnecting from Shopify

If you like to disconnect from Shopify:

1

Click on your company name in the top right corner and select Settings from the menu.

2

Scroll down and select Integrations.

3

Select Shopify from the Integrations list.

4

Click on the 3 dots in the top right corner and select Remove Integration.

You will be asked to confirm.

Click .