Orders with Cash on Delivery in Shopify in the Integration Hub

Orders with Cash on Delivery in Shopify in the Integration Hub


For Cash on Delivery orders in SAP Business One a Sales Order, Corresponding  A/R Reserve Invoice is posted. Later, when the customer makes the cash payment, an  incoming payment  is posted with reference to the  A/R Reserve Invoice.
 
The following illustration shows the data flow between Shopify and SAP Business One based for Orders with Cash on Delivery:


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Orders with Cash on Delivery in Shopify in the Integration Hub

The following are the scenarios for Cash on Delivery Orders:

Order with Cash On Delivery Payment with fulfillment in SAP Business One

  1. On Shop ify, log in as Customer, select mode of payment  Cash On Delivery . 
  2. An o rder in Shopify is synchronized as a  Sales Order in SAP Business One and generates an  A/R   Reserve Invoice. 
  3. I n the  A/R Reserve Invoice , copy the  A/R Reserve Invoice to  Delivery , On Delivery click on  Add button this will fulfill the order. 
The order is marked as  Fulfilled  in Fulfillment column and as  Pending in Payment column in Shopify.  
  1. Open the Order in Shopify and click on   Mark as Paid  button upon receiving payment at time of delivery. 
  2. An  Incoming Payments   document generates against the  A/R Reserve Invoice.   


Order with Cash On Delivery Payment with fulfillment in Shopify 
  1. On Shop ify, log in as Customer, select mode of payment  Cash On Delivery . 
  2. An o rder in Shopify is synchronized as a Sales Order in SAP Business One and generates an  A/R   Reserve Invoice. 
  3. T he order is marked as  Unfulfilled in Fulfillment column and as  Pending in Payment column in Shopify. 
  4. Open the order in Shopify and click on   Mark as Fulfilled  button. This will create a  Delivery document in SAP Business One against the  A/R Reserve Invoice . 
  5. Open the order in Shopify, click on Mark as Paid  button upon receiving payment at time of delivery. 
  6. An  Incoming Payments  document is generated against the  A/R Reserve Invoice in   SAP Business One .   

Order Cancellation

  1. On Shop ify, log in as Customer, select mode of payment  Cash On Delivery . 
  2. An o rder in Shopify is synchronized as a  Sales Order in SAP Business One and generates an  A/R   Reserve Invoice. 
  3. A Sales  Order is cancelled in Shopify.
  4. An  A/R Credit Memo  is generated against the  A/R Reserve Invoice  in SAP Business One.

Refund for Fulfilled Order

  1. On Shopify, log in as Customer, select mode of payment  Cash On Delivery . 
  2. An o rder in Shopify is synchronized as a Sales Order in SAP Business One and generates  A/R  Reserve Invoice. 
  3. Perform the  Order fulfillment in SAP Business One or Shopify. 
  4. Open the Order in Shopify and click on  Mark as Paid  button upon receiving payment at time of delivery. 
  5. An  Incoming Payments  document is generated against the  A/R Reserve Invoice.   
  6. Refund can only be initiated from Shopify :
  1. On Refund initiation  (with Restock Checkbox checked), in SAP Business One a s tandalone A/R Credit Memo with stock information and an  Outgoing Payment against the A/R Credit Memo is generated.
  2. On Refund initiation  (without Restock Checkbox checked), in SAP Business One a s tandalone A/R Credit Memo without stock information is generated and an  Outgoing Payment against the  A/R Credit Memo is generated.

Partial Refund for Fulfilled Order 

  1. On Shopify, log in as Customer, selects mode of payment  Cash On Delivery . 
  2. An o rder in Shopify is synchronized as a Sales O rder in SAP Business One and generates an  A/R  Reserve Invoice. 
  3. Perform Order fulfillment from SAP Business One or Shopify. 
  4. Open the Order in Shopify and click on  Mark as Paid  button upon receiving payment at time of delivery. 
  5. An  Incoming Payments  document is generated against the  A/R Reserve Invoice.   
  6. On Refund initiation  (with Restock Checkbox checked), in SAP Business One a standalone A/R Credit Memo with stock information of partial quantity and an  Outgoing Payment against the  A/R Credit Memo  is generated in SAP Business One.



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