Once you’ve connected your Shopify store the order download is activated from within the connector.
Orders will automatically download into Brightpearl within a couple of minutes of them being placed on Shopify. If the customer already exists in Brightpearl (by matching up the email address) the order will be added to that customer’s record. Orders for staff member email addresses won’t be downloaded.
New orders will be created on the order status selected within the ecommerce connector.
The connector also provides a manual order download which can be used to transfer individual orders to Brightpearl using the Shopify Order ID (note that this is not the same as order reference).
Customers & accounts
If a new email address is found on the order, a customer will be created in Brightpearl, regardless of whether they chose “guest” or “account” during checkout. Email address 2 and email address 3 in Brightpearl are not checked when searching for existing customers to assign the order to. The customer’s choice of “receive email newsletters” is maintained into the Brightpearl contact record.
Customers are not tagged, and not assigned a lead source, so if you want to see which sales channel a customer first arrived from, you could use a price list. The contact will be assigned the price list set for the sales channel.
Product & inventory allocation
Where a Brightpearl product with a matching SKU exists it will be assigned to the order and any available inventory will be automatically allocated. The change in the on-hand inventory level is updated across all your integrated sales channels.
If no matching SKU can be found a miscellaneous line item is added using the product details from Shopify. This is a non-stock tracked line item which will not update any inventory and cannot be shipped. It is fine to manually swap and change these items for products - the shipping update will be sent to Shopify once the order has been marked as fully shipped in Brightpearl (but will not assign the tracking reference).
For each order inventory can only be allocated from a single warehouse, but multiple goods-out notes can be created to ship items from different warehouses using advanced fulfillment.
Each line item is assigned a nominal code. This is retrieved from the matching product record, and where no match was found the default is applied. For shipping and discount lines the default codes are assigned, these are defined at Settings > Company > Accounting: Nominals .
If you have customized products on your store, the customization will be downloaded into Brightpearl by adding lines to the product name; as can be seen in the screenshot below. To see how to add customization to your Shopify store, have a look at their excellent wiki topic : wiki.shopify.com/The_designer_guide_to_product_customization_in_Shopify
Shipping methods must be defined within Shopify to be used on sales. Shipping charges will download as additional line items.
If a shipping method of the same name exists in Brightpearl it will be assigned to the order in the “Shipping Method” field. This allows sales to be filtered by shipping method to prioritize and batch fulfill orders. The goods-out note will inherit the order shipping method unless specified otherwise.
Coupons & discounts
Coupons will be added to the order as a line item with a negative price. The coupon code will be added into the line item description so you can search for orders that contain the coupon. Brightpearl coupons are used only for Brightpearl Point of Sale and don’t synchronize with your ecommerce store.
Shopify coupons do not synchronize with Brightpearl coupons.
If a customer adds a message to their order during checkout, this will be added in Brightpearl as an order note. At the moment, there is no way to pass this note through to the carrier system or print it on templates, but we are working on a solution for that.
If the order contains gift wrapping, a line item will be added to the order to record an item as requiring gift wrap. If there’s a charge for gift wrapping, that charge will be added to the gift wrapping line. If there’s also a gift wrapping message, it will be shown on the line item.
When products are added to orders as part of an order download, the product’s nominal code will be used. For shipping line items, your company default shipping nominal code will be used. For discounts and coupons, the company default discount nominal code will be used. This lets you see how coupons and discounts are affecting your profitability across each sales channel. Handy.
Tax codes & tax
Refer to the Shopify Sales Tax & VAT pages for details on how tax is calculated and tax codes are applied to orders.
If an order is recognized as fraudulent in Shopify the order will download into Brightpearl and will be assigned the " fraudulent order status" selected within the ecommerce connector.