Shopify Setup guidelines


#1

The Shopify integration allows small to medium sized businesses to link all their inventory and order management activities on Stock&Buy with their e-commerce businesses on Shopify. This tremendously helps streamline business operations by aligning your inventory records with your online activities in a simple and effective way.
This help article outlines the setup instructions to integrate Shopify with Stock&Buy.

Installation

There are two ways to integrate Shopify with Stock&Buy. ### Via the Shopify App Store: Go to the Stock&Buy page on the Shopify App store and click on the "Get" button on the right

Follow the on-screen instructions which will guide you through the remainder of the installation process.

Via Stock&Buy

Log into your Stock&Buy account and click on the Integrations navigation menu on the left. The list of available integrations opens in the right hand side tab.

Click on the install button of the Shopify Integration. The following pop up will open.

Enter your store name

:exclamation: You need to provide your store name, not the full store URL. For example, if your store URL is myawesomestore.myshopify.com you will need to enter myawesomestore into the store name input box.

Click on Connect to my store

Installation settings

Both installation paths outlined above will end up in the following installation parameters screen which configures how Stock&Buy will interact with your Shopify store.

Store location

Indicates which warehouse location the Shopify store will be linked to. This setting is important when your business holds inventory in multiple locations.

Stock level updates

Indicates whether stock levels should be sent to Shopify or not. This default setting value is YES. You can change this to NO if you do not want stock levels in Stock&Buy to sync to your Shopify store.

:warning: Stock levels are synced one way only from Stock&Buy to Shopify. Stock level updates in Shopify are not synced with Stock&Buy.

Products synchronization

Indicates how newly created products in Stock&Buy will be treated. These settings also indicate which product properties and attributes will be synced with Stock&Buy.

Automatic price sync

Indicates whether your product price changes in Stock&Buy will sync with Shopify or not.

:warning: Shopify Apps which automatically set product prices will interfere with Stock&Buy if this setting is ON.

Turning this setting ON will give you the option to chose which pricing list this store will be linked to. Stock&Buy currently supports two price lists, retail and wholesale.

Next steps

Once all the settings above are reviewed and correctly set, you can either save the settings and close the settings dialog or click on Import products to import all your products and link them with Stock&Buy.

:warning: To get the best out of Stock&Buy, you will need to set up your products initial cost price promptly. The initial cost price affects your Moving Average Cost (MAC). Once transactions are made on your store with the incorrect initial cost price, all your reporting for profit margin will be affected too.


#2

Install multiple Shopify stores

Stock&Buy has been built from the ground up to support multiple sale channels including multiple online stores setup.
This section outlines the setup instructions for integrating multiple Shopify stores to Stock&Buy.
This section assumes that all online stores to be integrated have the same currency and the same language.

:warning: Before proceeding, make sure you do not have duplicate products on your stores to be integrated. Stock&Buy will interrupt the product import operation if duplicate products are encountered.

Follow the general instructions above to install each store separately.
Import your products after each installation so Stock&Buy can recognize your products from the installed store.

:warning: To get the best out of Stock&Buy, you will need to set up your products initial cost price promptly. The initial cost price affects your Moving Average Cost (MAC). Once transactions are made on your store with the incorrect initial cost price, all your reporting for profit margin will be affected too.


#3

Install multiple Shopify stores (different currencies)

This section outlines the setup instructions for integrating multiple Shopify stores to Stock&Buy.
This section assumes that all online stores to be integrated have different currencies but are on the same language (For example all stores are in English)

:warning: Before proceeding, make sure you do not have duplicate products on your stores to be integrated. Stock&Buy will interrupt the product import operation if duplicate products are encountered.

It is important to understand that Stock&Buy has native support for multiple currencies and can handle a wide range of them.
All prices in Stock&Buy are stored in the base currency defined under the Account settings page on the Currencies tab.
Prices in foreign currencies will automatically be converted to the base currency when stored (this will be illustrated in an example below). The stored prices will be converted back to their original foreign currency when pushed back to Shopify.

Follow the general instructions above to install each store separately.
In the installation page, you will notice a new settings section when installing a store with a currency which is different than the base currency as shown below

Click the “Setup Exchange Rate” button to define an exchange rate to be used to convert your prices to your base currency.

The exchange rate field will be populated with a default exchange rate pulled from https://openexchangerates.org/

Once the exchange rate is set and the other settings configured, import your products so Stock&Buy can recognize your products from the installed store.
The product prices will be stored in Stock&Buy in your base currency.

Example:
Let’s assume the base currency defined in Stock&Buy is USD and we want to install a Shopify store based in the UK and a currency set to GBP.
Let’s assume that the exchange rate is defined as 1 USD = 0.7809 GBP.
Let’s assume we sell :jeans: for 10 GBP each on our UK Shopify store.
When imported, the :jeans: product price in Stock&Buy will be set to 12.805 USD - that is 10 GBP / 0.7809.


#4

Multiple stores setup (different languages)

This section outlines the setup instructions for integrating multiple Shopify stores to Stock&Buy.
This section assumes that online stores to be integrated have different languages

:warning: Before proceeding, make sure you do not have duplicate products on your stores to be integrated. Stock&Buy will interrupt the product import operation if duplicate products are encountered.

Stock&Buy is built to sync all product fields and attributes with Shopify. However, you can configure the integration to skip syncing language sensitive fields such as the product name, description, options and variant option values.

Example:
Let’s assume we have two stores we want to integrate with Stock&Buy, a German and a Spanish store. The German store is in German, the Spanish one in Spanish.
Let’s assume the team operating Stock&Buy is more comfortable working in German. In this case, one should install the German store first so product names and descriptions would be in German within Stock&Buy. The Spanish store should be installer after the German one so product names and descriptions in Stock&Buy are left intact. In this case, we should set the Spanish store to not sync language specific fields to avoid Stock&Buy pushing product name, description, tags in German to the Spanish store.

:exclamation: IMPORTANT:

  1. When operating multiple stores in different languages, it is critical to have all product SKUs properly set. Similar products on different stores must have similar SKUs so Stock&Buy can recognize them as being the same products.
  2. Before any products are imported, Stock&Buy performs a check and ensures no duplicate SKUs are present. The product import operation will be interrupted should Stock&Buy find duplicate SKUs.