Arshu Consultancy Pte. Ltd. GUIDE Guide for Shopify Connector for Microsoft Dynamics 365 Business Central Date: 21-Oct-2020 Contact: [email protected] Shopify Connector v16.0.0.0 Arshu Consultancy Pte. Ltd. Contents 1. Introduction ............................................................................................................................ 2 2. Business Scenario ................................................................................................................ 3 3. Install Extension ................................................................................................................... 4 4. Configuration .......................................................................................................................... 6 4.1 Authentication Setup .................................................................................................. 6 4.2 Shop Setup ..................................................................................................................... 7 4.3 Shop Locations .............................................................................................................. 8 5. Products ................................................................................................................................... 9 6. Collections ............................................................................................................................. 15 6 Order Processing .................................................................................................................... 17 7 Scheduler Configuration ...................................................................................................... 23 8 Subscription .............................................................................................................................. 24 Arshu Consultancy Pte. Ltd. 1. Introduction Thanks for choosing Shopify Connector. Shopify connector enables you to seamlessly to connect with Shopify marketplace. It updates inventory/pricing and downloads sales orders from shopify without manual intervention. Besides to shopify connector we do provide connectors for other marketplaces like (Lazada, Shopee, Amazon, JD, Qoo10 and etc). we also do provide custom connectors to integrate your business process with marketplace. 2 | P a g e Arshu Consultancy Pte. Ltd. 2. Business Scenario Companies who uses Microsoft Dynamics 365 Business Central and wants to sell in Shopify marketplace are required to update inventory and pricing regularly to fulfil customer orders and when customer places order in Marketplace, the same need to be entered in Microsoft Dynamics 365 Business Central to do shipment and invoicing. If both systems are not integrated, its manual and time-consuming process to update orders, pricing and inventory. There is chance of human errors. If companies don’t have any ERP/or any other ERP they can choose Microsoft Dynamics 365 Business Central as a platform for selling in Shopify/any marketplace and manage orders. We also provide other marketplace connectors like Amazon, Shopee, Qoo10, etc 3 | P a g e Arshu Consultancy Pte. Ltd. 3. Install Extension The purchased App will be listed under “Extension Management” Page. Navigate to “Extension” Click on Shopify Connector for Dynamics 365 Business Central Extension Click Next 4 | P a g e Arshu Consultancy Pte. Ltd. Read “Terms and Conditions” and check Accept the terms and conditions and Click Install After the app is successfully installed, you will get the below successful message. Note: To install App, user must have “SUPER” role id 5 | P a g e Arshu Consultancy Pte. Ltd. 4. Configuration 4.1 Authentication Setup Shopify connector allows to configure multiple shops. For each shop you must configure authorization. Navigate to Shop authorization setup and configure it. Store Name: Name of the store Store URL: Published store URL Private App Name: Optional API Key, Password: To get API Key generate private app from your shopify account and copy it here. https://help.shopify.com/en/manual/apps/private-apps API Version: shopify API version Access Scope URL: auto generate (you will be allow to modify latter if required) For trail license key, please email [email protected]. 6 | P a g e Arshu Consultancy Pte. Ltd. API Management: Each Shop you can control API Usage. if its blocked, you will be not be allowed to perform the respective action. Enable API Log: It is not recommended to enable it. Only it should be enabled during troubleshooting. After configuring above setup, Click on Test Connections to verify successful connection to respective Shopify shop. 4.2 Shop Setup Configure Shop parameters Setup as per your company policy. You can configure basic parameters which is required of order creation. In the action menu, you can download existing orders, price, products, and collections from the respective shop. This we will be carried out for first time and subsequently if required for on Demand. 7 | P a g e Arshu Consultancy Pte. Ltd. 4.3 Shop Locations Shop location configuration helps to map Microsoft Dynamics 365 Business Central location with shopify location. One shopify location can be configured to multiple Microsoft Dynamics 365 Business Central location and vice versa. For each location, you can specify % of inventory to allocate from that location. You can also configure whether to remove the pending sales order qty of that item from the available inventory before sync to shopify. 8 | P a g e Arshu Consultancy Pte. Ltd. 5. Products Shopify connector Product Page allows to publish product or update an existing product. It gives two-way integration. It can also be used to download existing already created product from shopify. Product card will have information specific to shopify. User can edit information and update into Shopify Products. User also sync specify item price and Inventory to shopify on demand. Shopify product card allows to specify variants if its applicable. 9 | P a g e Arshu Consultancy Pte. Ltd. If products is enabled with Item variants user need to update variants information in product variants page. Example of a Variant Product. – Orange when published in Shopify Example of a Variant Product. – Blue when published in Shopify Shopify allows maximum of three types of variants. 10 | P a g e Arshu Consultancy Pte. Ltd. Body Content By default, its copies Item attributes as content from standard Item Card. But user allowed to edit HTML Content, or user can copy from their existing content management system and paste it here. To view content, navigate to Images User can update Product/Variant level Image URL. 11 | P a g e Arshu Consultancy Pte. Ltd. To view details of each variants, user can navigate to Product Variants or from Product subpage they can navigate Product Variants card and perform respective actions. 12 | P a g e Arshu Consultancy Pte. Ltd. Auto Update Inventory should be enabled if inventory need to be updated via scheduler. Tags: User can create own tag and update in Product card. Click on Edit Tags and choose from list. Connectors has option to copy Microsoft Dynamics 365 Business Central items and publish to marketplace. You can put filter items to copy and select applicable option. 13 | P a g e Arshu Consultancy Pte. Ltd. If product is already published in marketplace and not exist in Microsoft Dynamics 365 Business Central then, please use Get Products from Shop setup and configure Seller SKU and Item No. mapping in Product variants. Once job completed, you will get message on no. of success and failed items. If there is any error while publishing, user can view Error Log table for details Navigate to Product List view Products published. 14 | P a g e Arshu Consultancy Pte. Ltd. 6. Collections User can create collections and manage within Microsoft Dynamics 365 Business Central. To view list of collections, Navigate to Collections and click the collection to see the details. Navigate to Product List associated with is collections. User can add Products into Collections. 15 | P a g e Arshu Consultancy Pte. Ltd. By Clicking Copy Products and select products to add. After adding products click on Update Collections Products. 16 | P a g e Arshu Consultancy Pte. Ltd. 6 Order Processing Users can download Shopify orders and synchronize them with Business Central sales document. Follow the below steps to download Shopify orders. 1. Navigate to SFY Orders. 17 | P a g e Arshu Consultancy Pte. Ltd. 2. On the SFY Orders page, click on Actions -> Order Processing -> Download all Orders action. 3. Click Yes to download the orders. 4. On successfully downloading Shopify orders, users can view them on SFY Orders page. 18 | P a g e Arshu Consultancy Pte. Ltd. Follow the below steps to synchronize and configure Shopify orders with Business Central Sales Document. 1. Navigate to SFY Shop Setup List. 2. Open the relevant Shop Setup card. 3. The underlined fields in the Shop Setup card must be filled in. A short description of the fields is given below. 19 | P a g e Arshu Consultancy Pte. Ltd. Shopify Customer No. The Customer No. used on synchronizing Shopify orders with Business Central sales document. Create Order as Order: Synchronizes Shopify orders as Business Central Sales Order. Invoice: Synchronizes Shopify orders as Business Central Sales Invoice. Default Order Location The Location Code used on synchronizing Shopify orders with Business Central sales document. Order No. Series The No. Series used on synchronizing Shopify orders