How to set up Shopify

How to set up Shopify - an overview

At this stage, you would've already signed up to Shopify and set up your online store. Before you can start using Shopify with Wiise, you'll need to set up Shopify integration. Here's an overview of what you'll need to do:

1 - Setup Shopify 2 - Setup Wiise Integration 3 - Record Sales and Payments 4 - Synchronise Sales and Payments

- Sign-up for Shopify account

- Install the Shopify app on mobile devices

 

- Create shipping rates in Shopify; create locations in Shopify

- Link shipping rates to non-stock items in Wiise; link Shopify locations to Wiise locations

- Create items, prices and inventory in Wiise and sync to Shopify

- Record sales and payments in Shopify

- Get inventory from Shopify and send to Wiise

- Get credit card payments from Shopify and send to Wiise

- Empty your cash drawers and record the cash collected in Wiise

- Reconcile inventory between Wiise and Shopify to monitor discrepancies

Note: Make sure you set up your Shopify account before you begin the Shopify Setup wizard in Wiise. 

 

How to complete the Shopify Setup wizard

Here's an overview of the steps you'll follow with the Shopify Setup wizard:

  • Install the Shopify connector extension 
  • Find your Store URL 
  • Create a Shopify Private App
  • Enter your Shopify API details
  • Set up your store settings
  • Set up your store locations
  • Set up your store shipping rates
  • Configure additional store settings

How to connect Wiise with Shopify 

To connect Wiise with a Shopify store, you must ensure you have the Wiise Shopify connector installed as an extension in Wiise. 

Please request your Wiise solution partner to request for the extension from support@wiise.com.   
  1. Start from the Wiise role centre (homepage) and select Sales Channels > Stores.
  2. Then select Getting Started > Create a Shopify Store.
  3. A pop-up window will take you through the Shopify Setup wizard.
  4. Next, you will need to read and accept the terms and conditions. Scroll to the bottom of the terms and conditions, then select the tick box to confirm you agree with the terms and conditions. Then select Next
  5. Next, you will need to find your Shopify Store URL (also known as your Shopify ID). If you don't know your Store URL follow these steps:
    1. Log in to your Shopify account.
    2. In the top-right corner, select your username.
    3. Go to Your account.
    4. Under Stores, programs, and resources, copy the URL of your store ([your store name].myshopify.com). 
  6. Now return to the Shopify Setup wizard and select Next.
  7. In the pop-up, enter your Shopify Store URL and select OK.
  8. You'll now need to create a private app in Shopify.
    1. In your Shopify account, go to Apps and then go to Manage private apps.
    2. If you haven't already done so, you would need to Enable private app development in Shopify.
    3. Go to the Private apps page and select Create private app.
    4. Fill in Private App Name (we recommend naming it Wiise) and Emergency developer email.
    5. Now select Show inactive Admin API permissions and give Wiise these API permissions:
      • Customers: Read and write
      • Inventory: Read and write
      • Locations: Read access
      • Orders: Read and write
      • Products: Read and write
      • Shipping: Read and write
    6. Select the latest Webhook API version.
    7. Then select Save and Create App.
    8. Shopify will generate an API Key and Password. Copy these to your clipboard (you’ll need them in the next step!):
      • API Key
      • Password
      • Webhook API Version
  9. Then return to the Shopify Setup wizard in Wiise and select Next.
  10. A pop-up window will now ask you for the Shopify API key, API Password, and API Version from the previous step. Enter these and select OK
  11. Now set up your store:
    1. Choose the default customer templates used to create customers in Wiise. By default, the Taxable Customer Template is set to the domestic customer template, and the Non Taxable Customer Template is set to foreign customer template.
      • Note: Wiise will use these templates when creating new customers in Wiise from a Shopify sales order.
    2. Choose the Cash Receipt Journal Batch you want to use for posting paid transactions from Shopify.
  12. Select Next.
  13. Now set up your store locations:
    1. The Wiise Location Code field shows the matching location in Wiise. Select the appropriate Wiise Location to link each location in Wiise with the store location from Shopify.
    2. The Walk-in Customer No. field shows the customer you want to post all guest transactions from Shopify to. This would be common for POS transactions in store where customer details aren't recorded. We recommend creating a separate Walk-in Customer No. for each store. 
    3. The Default Location shows the location to be used when importing a sales transaction with no location linked to the order. This might happen if you create an order manually using the Shopify Admin portal and no specific store location is set. 
      • Note: Only one default location can be set for all the stores on this page. If you do not use Locations in Wiise, you will need to ensure that the Location Mandatory field in the Inventory Setup page is disabled. 
  14. Select Next.
  15. Next, set up your shipping rates:
    1. The shipping rates from your Shopify store will be shown in the Ship-to column. 
    2. Select the Non-Stock Item No. in Wiise to link with your Shopify shipping rate. The non-stock item will be used on sales order lines for the Shopify shipping rate when an order is imported.
    3. The Price field shows the cost of shipping retrieved from Shopify. 
      • Note: You'll need to complete shipping rate cost and calculation in Shopify. If you need help setting up shipping rates in Shopify, read this help file
  16. Select Next.
  17. Finally, configure the following optional store settings:
    1. Automatically post fulfilled orders: Specify if a fulfilled Shopify order will be automatically posted when imported into Wiise. 
    2. Sync. Image and Description: Specify if the item picture and the HTML description in Wiise will overwrite the item's first picture and description in Shopify, when synchronised.
    3. Order Prefix: Specify a prefix applied to all orders imported from the Shopify store.
    4. Custom Shipping Rate: Specify the item in Wiise used as the custom shipping rates for Shopify POS Transactions. 
  18. That's it! You've linked your Shopify store to Wiise. Select Finish to exit the wizard.