Sync your inventory and sales with Shopify

In the 'Apps' section of your account, install the 'Shopify Sync' application.

This application will:
update your online store inventory when a sale, a return/exchange, a stock order or an inventory count occurs in Hiboutik,
– and send online orders to your Hiboutik account (to finally update your in-store inventory).


1/ Requirements

Premium option is required to install the application.

To sync inventory, the product barcode (or the variant barcode) in Hiboutik must match with the product barcode (or variant barcode) in Shopify.
The product must be tracked into quantity in Shopify and Online on Hiboutik (check box to enable in the product form).

From Hiboutik, barcodes of your product and variants are available in the 'Variants and barcodes' section in the product form.

From Shopify, the product barcode is available in the 'Inventory' tab of the product form (or in the Details of the variant).

Your inventory is monitored from Hiboutik. Any inventory update (stock order, inventory count, echange) must be done from your Hiboutik account.


2/ Configure the application

From the 'Shopify Sync' application (Apps/My apps), enter your Shopify URL address (ex: myshop.myshopify.com).
Then login your Shopify account, to link it to your Hiboutik account.

Go to the application Settings page and provide the following information :

Inventory : select the Hiboutik inventory (point of sale) on which online sales will be recorded (and stock synced) .
You can create a separate store on your account to receive all online sales (multi-store option).

Shopify stock : select the Shopify location on which inventory will be synced.

User : select the user under which the online sales will be recorded.
We suggest to create a specific vendor to filter your online sales in your reports.

Sale ID Prefix : leave the preset prefix as it is, or enter a different one.
The prefix is used to distinguish your online sales from your in-store sales; and to guarantee a single sync.

Shipping Product ID : enter the 'Shipping' product ID (create this product as a single product in the 'Products' section of your account) used to receive shipping fees of your online sales.

Payment : select the payment method that will be automatically assigned to your online sales.
You can create a specific payment method on your account (ex : WEB) to better track your online sales transactions.

Close sale : Activate the button to close the sale automatically.
Otherwise the web sales will be stored as parked sales. You will need to close these sales manually.

Save the settings.


3/ Complete sync

In the 'Products' section of the 'Shopify Sync' app, click on the 'Sync All' button to feed your online store inventory with your in-store inventory.
Sync is performed in batches. The number of products remaining to sync is displayed at the top of the page.
Products that cannot be paired on Shopify are liste in the 'Logs Error' section.

This complete sync must be launched to initiate your webstore inventory.
You don’t need to perform a complete sync after a stock order or an inventory count. Your online inventory will be automatically updated.

Products in error are not synced. Fix the barcode or put Offline these products (check box in the product form).
On each error line, you can either resync the product ('Triple arrows' icon) or delete it from the sync process ('cross' icon to put offline the product).
Click on the 'Delete All' button at the bottom of the chart to put 'Offline' all products in error and exclude them from next sync.


4/ Sync when a sale occurs

Hiboutik sale :
When a sale is closed, inventory of products involved in this sale is automatically updated on your online store.

Shopify sale :
The sync is launched when the online order status is 'paid'.

The sync will automatically:
– create a new sale in Hiboutik,
– create the Shopify customer and addresses (for new ones) and assign the customer to the sale,
– add all the products sold online including shipping fees to the sale,
– and withdraw quantities sold from inventory in the limit of stock available.

If the automatic validation of sale is not enabled in the app, the sale will appear as a parked sale. You will need to close it manually when you complete it.

There is a single sync for each sale. If you modify a Shopify sale after the sync occurred, you will also need to update manually the synced sale in Hiboutik (or delete the sale on Hiboutik to relaunch a sync).

The Shopify sale number is available in the note of the synced sale.


5/ Sync errors

If a Shopify product barcode doesn’t match with an Hiboutik product barcode, Hiboutik will try to pair products on the product name, otherwise an unknown product will be added to the synced sale. If you select this product in the sale, you will find the product information in the product note field.

If quantities of the product sold on Shopify is out of stock at the fulfilment store, quantities of the product line will not be withdrawn from your inventory. You will need to proceed to a stock order, then select the product in the sale and click on the button to withdraw the quantity from inventory.

For the first orders synced, please make sure that data are consistent in both platforms, especially concerning tax rates.

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