Shopify Integration

Integrating your Shopify store with Planufac is very straightforward.

After integrating your Shopify store with Planufac, any orders placed on your store after integration will be synced with Planufac.

You can then use Planufac to manage the picking, packing and dispatch of your orders. Inventory will also be synchronised across both systems. Once integrated use Planufac to manage your inventory and any changes will be sent to Shopify. If you adjust stock levels in Shopify they will not be updated in Planufac and may be overwritten when the stock levels change.

Start by entering your shopify store name on the Shopify integration page. After clicking next you will be redirected to Shopify where you will be asked to grant permissions to Planufac.

After granting permissions in Shopify you will be redirected back to Planufac where additional setup fields can be entered.

Integration Instructions

Start by entering your shopify store name on the Shopify integration page. After clicking next you will be redirected to Shopify where you will be asked to grant permissions to Planufac.

Planufac will only request the minimum permissions it needs in order to work.

After granting permissions in Shopify you will be redirected back to Planufac where additional setup is required.

Settings

Default Stock Location is the stock location you would like to sync with Shopify
Default Product Group this setting is not currently in use
Fail on missing when selected if an order comes into Planufac and it can't find a matching item, the order will not get synced. When disabled, if an item cannot be found a text based item will be created instead.
Create Hidden Contacts When checked, contacts will not appear in the contact list by default but will appear when searching.
Sync Orders When checked orders will be synced from Shopify to Planufac
Sync Stock When checked stock levels will be synced from Planufac to Shopify
Sync Products This setting is not currently used
Prices include tax Select this if all your prices include tax. Planufac will use tax rules to calculate tax from the gross amounts.
Allocate on Creation Orders synced from Shopify will be finalised as they are created and any stock allocated within Planufac.
Invoice on Creation Orders synced from Shopify will be invoiced in Planufac as they are created.
Invoice on Ship With this setting turned on, orders that have not been invoiced will be invoiced as soon as they are shipped.
Mark invoice paid Will mark the invoice paid when it is created
Use order date for invoices With this setting turned on, when the order is invoiced, the order date will be used instead of the current date
Ignore orders with no location Orders sent from Shopify with no stock location will be excluded (This is an advanced feature and in most cases will need to be turned off)

Location Mapping

If you have multiple fulfilment locations use these settings to map them into your Planufac locations. If you are using Shopify EPOS select it against this location so that no customer information is required. You can also ignore orders from some Shopify locations.

After clicking save, Planufac will create a new Origin which will be linked to your Shopify store.

Updating/Re-installing Shopify

To update your integration settings, go to Origins, use the actions menu on the right hand side of the Origin and click the Integration Settings link which will bring you back to the settings page.

Uninstall Shopify

To remove the Shopify integration, login to your Shopify store and click on Apps in the left hand menu. Find Planufac in the list and click the Delete button. This will disconnect your integration. You can then remove the Origin from Planufac (if you no longer require it).