Document Combinations in the overall transaction flow in Shopify

Document Combinations in the overall transaction flow in Shopify

The following is the list of combination of documents in the overall transaction flow in Shopify and its corresponding integration documents in SAP Business One

Order with Payment and Fulfillment on Shopify in the Integration Hub

  1. On Shopify, log in as Customer, select mode of payment Pay with Credit Card. 
  2. An order in Shopify is synchronized as a sales order in SAP Business One and generates an A/R Reserve Invoice with an Incoming Payment against the A/R Reserve Invoice.  

The order can be fulfilled either from Shopify by the administrator of Shopify site or from SAP Business One. 

Order Fulfillment from Shopify 

  1. Log in to Shopify as administrator, Open the order and click on the Mark as Fulfilled button. A fulfillment window opens.  
  2. On the fulfillment window, update quantities, provide tracking information and click on Fulfill Items button to complete the fulfillment of the order. 
  3. On the order fulfillment, a Delivery Document against A/R Reserve Invoice is generated in SAP Business One. The quantity for delivery of the order can be either total quantity or partial quantity. 
  4. Delivery Document against A/R Reserve Invoice is generated in SAP Business One. 

Order Fulfillment from SAP Business One 

  1. Once an order is created in Shopify, the information of the order can be viewed in SAP Business One.  
  2. The replication information between Shopify and SAP business One can be checked by observing the alert message for Sales Order, A/R Reserve Invoice, and Incoming Payment.
                        The Sales Order information reflects at location Main Menu → Sales A/R → Sales Order.
                        The A/R Reserve Invoice reflects at location Main Menu → Sales A/R → A/R Reserve Invoice.  
                        The Incoming Payment reflects at location Main Menu → Banking   → Incoming Payments → Incoming Payments. 
  1. On A/R Reserve Invoice, copy the A/R Reserve Invoice to Delivery, In the Delivery click on Add button this will fulfill the order. The order is marked as Fulfilled in Shopify.  

Order Cancellation after Payment on Shopify in the Integration Hub

  1. On Shopify, log in as Customer, select mode of payment Pay with Credit Card. 
  2. Order from Shopify is synchronized as Sales Order in SAP Business One and generates A/R Reserve Invoice with an Incoming Payment against the A/R Reserve Invoice.  
  3. The Sales Order is cancelled in Shopify.
  4. A/R Credit Memo is generated against the A/R Reserve Invoice in SAP Business One.
  5.  Outgoing Payment against A/R Credit Memo is generated in SAP Business One.

Refund for Fulfilled Order

  1. On Shopify, log in as Customer, select mode of payment Pay with Credit Card. 
  2. An order in Shopify is synchronized as a Sales order in SAP Business One and generates A/R Reserve Invoice with an Incoming Payment against the A/R Reserve Invoice.  
  3. The order fulfillment is made from either Shopify or SAP Business One.
  4. The Delivery Document against the A/R Reserve Invoice is generated in SAP Business One. 
  5. Refund can only be initiated from Shopify:
  1. On Refund initiation (with Restock Checkbox checked), Standalone A/R Credit Memo with stock information is generated in SAP Business One and Outgoing Payment against A/R Credit Memo is generated in SAP Business One
  2. On Refund initiation (without Restock Checkbox checked), Standalone A/R Credit Memo without stock information is generated in SAP Business One and Outgoing Payment against A/R Credit Memo is generated in SAP Business One

      Partial Refund for Fulfilled Order

  1. On Shopify, log in as Customer, selects mode of payment Pay with Credit Card. 
  2. An order in Shopify is synchronized as a Sales Order in SAP Business One and generates an A/R Reserve Invoice with an Incoming Payment against the A/R Reserve Invoice.  
  3. The order fulfillment is made from either Shopify or SAP Business One.
  4. Delivery Document against the A/R Reserve Invoice is generated in SAP Business One. 
  5. On Refund initiation (with Restock Checkbox checked), Standalone A/R Credit Memo with stock information of partial quantity is generated in SAP Business One and Outgoing Payment against an A/R Credit Memo is generated in SAP Business One
 


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