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Configure Shopify in Idealpos Online

Tip!

If your system is currently using Webit to process Shopify orders and you are switching over to Idealpos Online, you may follow the steps outlined in this topic to configure your system.

Once you've completed the below process, ensure that you disable the Shopify Send and receive options in Webit so that Webit doesn't clash with Idealpos Online when processing Shopify orders.

 

Note!

Shopify integration in Idealpos Online supports Web Orders that have been either unpaid or paid for in full via Shopify.

 

Before continuing with the steps below, ensure that the following Pre-Requisites have been met:

 

Please contact the Idealpos Team and request the Idealpos Online eCommerce Shopify Integration. Our team will organise to have the Idealpos app installed on your Shopify store.

Once this has been completed, you may proceed with the below steps:

 

  1. After our team have enabled the Shopify Integration for your Subscription, the eCommerce tab can be accessed by clicking on the Settings cog icon on the bottom-left corner of the screen > Subscriptions tab > Select your Subscription from the list > eCommerce tab.
    Within the eCommerce tab, e-commerce settings will display an entry which contains settings such as:
    Shopify API Key - This is the Shopify API Key that is required by Idealpos Online so that it can communicate with and interface with your Shopify Online store.
    Shop Domain - This is your Shopify Shop Domain - e.g. your-store-name.myshopify.com
    POS Number - This is the POS Terminal number that will be handling orders received by Shopify.
    Price Level - This is the Price Level from Idealpos that Shopify will use to sell your items.
    Special Price Level -
    Idealpos Stock Location - This is the Idealpos Stock Location where your Stock Levels will be deducted from when items are purchased by a customer via your Shopify Web Store.
    Shopify Stock Location - This can be used if Shopify has multiple locations; you can set which Shopify location to update Stock Levels. This setting isn't normally used.

    Note that the Status may show as "POS Offline" for the first minute or so, however, the Status should change to "Online" shortly after the connection with the Idealpos Service is established with Idealpos Online.



  2. Now that the Status appears as Online, Stock Items from Idealpos will be synchronised with Stock Items in Shopify.
    The synchronisation will occur at the interval specified in the "Recurring Job (minutes)" field configured in step 9.
    The first synchronisation that occurs will synchronise all Stock Items from Idealpos to Shopify which have the Web Store option enabled.
    The status of Stock Item Synchronisation can be checked by clicking on the "Stock Item" text as indicated below.



    The Stock Item Shopify screen will be displayed. This screen displays Stock Items from Idealpos and has a filter which can be used to filter the items shown.
    By default, the filter will be set to "Total" which will display all items, including items that are not marked for Web Store.
    The currently selected category that the items are filtered with will be displayed with an underline.
    Each category will show a number next to it which indicates the number of Items that exist in that category.
    The following categories are available:


    In addition to the ability to filter the items on this screen, this page can also be used to Sync to Shopify and view the next execution time.
    Additional information on these functions is outlined below:

     

     


  3. The final step to configure in Idealpos is to check the Price Level and Web Order Location.

    Go to: Setup > Global Options > Interfaces > Select eCommerce

    Web Order Location - The Web Order Location selected in Idealpos will be used for reporting sales.
    If Web Order Location is set to Current Store Location, the Location of the current store will be used.
    Otherwise, you can manually select the specific Web Store Location from the dropdown list.

    Price Level - Ensure that the Price Level selected matches the Price Level configured in Step 9 above.

    Unmatched Items Link - When an order is received from Shopify which contains an item that does not exist in Idealpos, the Item that is selected in the Unmatched Items Link will be used.

    Automatically Send Orders to Kitchen Printers - When a Web Order is received which contains items that are configured to print to Kitchen Printers, the Orders will be automatically sent to the Kitchen Printers

    Automatically Finalise Prepaid Web Orders - All Orders that are received from Shopify are pre-paid. If this option is enabled, Web Orders will be auto-finalised in Idealpos and they will not appear at the top of the POS Screen after they're received.

    Any other settings can be configured as required.



  4. Close the Global Options window to save any changes.

  5. If your system previously used Webit to receive Shopify orders, ensure that the Shopify integration is disabled in Webit.
    This step can be skipped if Webit is not installed on your system or if Webit was not configured to process Shopify orders.

    Important details before completing this step: Ensure that your Idealpos system is running the latest build of Idealpos.
    After the Shopify interface has been disabled in Webit, do not change any Stock Items in Idealpos until after the next sync between Idealpos Online and Shopify has taken place.
    The sync status can be checked as outlined in step 12 above.

    To disable Shopify in Webit, right-click on the Webit icon in your Windows System Tray and select "Configuration".





    Select "Shopify" from the list of available eCommerce Interfaces on the left-hand side.
    Change the Enabled setting to "False", then press the "Save" button on the bottom-left corner of the Webit Configuration window



    If required, you can also Exit Webit by right-clicking on the Webit icon in the system tray and selecting "Exit".

  6. The Shopify integration in Idealpos Online supports Web Orders that have been either unpaid or paid for in full via Shopify.
    This step covers the process of enabling and capturing payments.

    If Payments have not already been configured in Shopify, this can be done by going to your Shopify Admin page.
    The Shopify Admin page is typically your shop URL with /admin appended to the end.
    E.g. https://myshop.myshopify.com/admin

    Once you have logged in, press the "Settings" button on the bottom-left corner of the screen.



    Select "Payment providers" from the list of available options:



    If Shopify payments have not been configured, you'll see an option similar to the below displayed at the top of the page:



    Press the "Activate Shopify Payments" button and complete the Shopify Payments form on-screen.
    Details required include Business Details, ABN Number, Business Address, Billing and Banking Details.
    Once complete, press the "Complete Account Setup" button at the bottom of the page.

    When Customers place orders on your Shopify store, their Payments will need to be captured so that the order can be sent to Idealpos.
    Depending on how you run your business, you can select from the following payment capture types:
    Payments captured manually - You will need to manually capture the payment via the Shopify site after the customer has placed their order; once captured, the order will be sent to Idealpos.
    Payments captured automatically - Payments will be captured automatically and orders will be sent to Idealpos without manual intervention.
    Scroll down to the bottom of the Payment Providers screen and select Payment Capture type that you want to use.
    The below example shows a manual capture type:



    Once the Payment Capture Type has been set, ensure that you press the "Save" button at the bottom of the page to save your changes.