Recommended Pre-reading: Shopify – Primaseller Channel Capabilities

Creating a Shopify Channel

After logging in to your Primaseller account:

  1. Main menu -> Channels

  2. On the Channels page, click on ‘Add Channel’ and choose ‘Shopify’.

Provide the following information:

Basic Details

  • Name: Give a name to your Shopify channel. Preferably, the name ‘Shopify’ unless you have multiple Shopify accounts in which case you can number them accordingly.

  • Price list: You can select either the default price list or you can create a price list specifically for Shopify. Learn more about price lists.

  • Currency: Select the preferred currency for your Shopify channel from the dropdown.

  • Default Order Tags: There is an option to add a default tag for your Shopify orders.

Inventory Reporting

This section will help determine how inventory is pushed to your Shopify channel. Please checkout the Inventory reporting for more details.

Shopify Locations vs Primaseller Locations

Primaseller will automatically push inventory to your first location in Shopify. If you have configured the inventory source to be multiple facilities in Primaseller, our system will take the sum total of inventory in those facilities and push it to only one location (the first facility) in Shopify.

We do not support a one-to-one mapping of multiple locations from Shopify to Primaseller.

Order Assignment Logic

You can determine which orders are assigned to a particular facility based on rules. Please refer to the Order Assignment Logic article for more details.

Payment Mapping

Payment method can be selected from the list of payment mode that was pre-added in the settings page. Learn how to add payment methods.

New payment methods are auto-created when they are added. Select the payment method names that you would Primaseller to interpret as payment on delivery.

For example “Cash on Delivery” can be interpreted as COD and will be paid on delivery.

Automation

The following rules will apply at run time while processing orders and syncing your catalog.

  • Auto Detect Fulfillment and Shipping: If you do not use Primaseller’s integrated shippers, you can mark fulfillments as 'Shipped' directly or using software such as Shipstation. Primaseller will detect and replicate the data.

  • Auto Create Invoice on Shipment Creation: Enable this if you would like an invoice to be automatically generated if a shipment is either detected from your channel or created in Primaseller.

  • Catalog fetch default configuration: These are defaults that can be overridden when you fetch your catalog from your online channel.

Taxation

If you have taxes configured on your website, Primaseller can use that data for invoicing.

However, if you would like more granularity of taxes based on location and types of products, you can configure Tax Classes and Tax rules. Taxes will then be automatically applied based on these rules.

Click on Create Channel to finish.

Connect the Channel

To synchronize your Shopify with Primaseller, you will be required to give Read and Write access to some features on Shopify. For this, please follow these steps:

  • Login to Shopify as an admin

  • Go to Apps -> Manage Private Apps -> Create New Private App

  • Give an appropriate name (to recognize the Primaseller integration)

  • Give Read & Write access for at least these functionalities-
    - Products
    - Product listings
    - Customers
    - Fulfillment services
    - Inventory
    - Locations (introduced in June 2018 by Shopify) (Read access)
    - Orders

Click on Save App.

  • A private app is created and you will get an API Key and Password which you need to provide in Primaseller channel configuration settings.

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