The table below lists the actions and their outcomes in erplain and Shopify with Default Sync Settings.
If you are looking for a more synthetic way to approach the sync between erplain and Shopify, we invite you to read the article How does the Shopify integration work?
Additionally, if you are on the point of installing and setting up Shopify with erplain for the first time, we recommend you the article Shopify full installation how-to.
|Actions||Platform of creation||Result(s)||Notes|
|Create a product||Shopify||Product is created in erplain. (see settings)||Synced information: cost per item (if the product is created from Shopify), |
available stock, price, name, SKU, product description (see settings), tags, supplier, HS code, weight, barcode, pictures, inventory tracking
|Create a product||erplain||NA||NA|
|Delete a product||Shopify||Product is removed from Shopify and erplain.||NA|
|Delete a product||erplain||NA||NA|
|Unpublish a product||erplain||Product is removed from Shopify||NA|
|Publish a product||erplain||Product is created in Shopify.||Synced information: available stock, price, name, SKU, product description (see settings), variants, tags, supplier, HS code, weight, barcode, one picture and taxable status|
|Edit product information||(1)Shopify/(2)erplain||Product is updated in (1)erplain/(2)Shopify.|
|Add an attribute to a product||(1)Shopify/(2)erplain||Attribute is added to the product in (1)erplain/(2)Shopify.||NA|
|Add an option to a product||(1)Shopify/(2)erplain||Option is added to the product in (1)erplain/(2)Shopify.||NA|
Create draft order
Create sales order
|Shopify||Sales order and invoice are created in erplain.||NA|
Create sales order
|Update order||Shopify||Changes sync back to the sales order in erplain.||NA|
|Update sales order||erplain||Changes do not sync back to the order in Shopify.||NA|
|Remove item from sales order||Shopify||Product return and refund are created in erplain.||NA|
|Create shipping order||erplain||Order is marked as "fullfilled" in Shopify.||NA|
|Mark order as "Paid"||Shopify||Invoice is marked as "paid" in erplain.||Orders can be marked as "paid" from Shopify only.|
|Mark order as "Fulfilled"||Shopify||Shipping order is created in erplain.||NA|
|Cancel order||Shopify||Order status becomes "Shopify canceled" in erplain.|
Product return is created in erplain.
Orders can be canceled from Shopify only.
|Shopify||Return and refund are created in erplain.||Order can be refunded from Shopify only.|
|Delete sales order||Shopify||Order still shows in erplain||Shopify deleted sales order cannot be removed from erplain|
|Delete sales order||erplain||NA||Shopify sales order cannot be deleted in erplain.|
|Delete invoice||erplain||NA||Invoices created from Shopify orders cannot be deleted in erplain.|
|Create sales order||Shopify||Customer is created in erplain. (see settings).|
If a customer with a similar email address already exists in erplain, the sync between the two will be automatic.
|erplain uses the customer email address to check if customer is new.|
|Create customer||Shopify||If the customer email is not already assigned, then a new customer is created in erplain.||Synced information: name, address, tags, note, company name, phone number, email.|
|Edit customer||erplain(1)/Shopify(2)||Customer information are updated in Shopify(1)/erplain(2)|
|Publish customer||erplain||Customer is created in Shopify|
|Delete customer||Shopify||Customer is inactive in erplain||NA|
|Unpublish customer||erplain||Customer is no longer available in Shopify||NA|
|Create draft order||Shopify||NA||NA|
|Create sales order||Shopify(1)/(2)erplain||Available stock is updated in (1)erplain/(2)Shopify.||NA|
|Create shipping order||erplain||On hand stock is decreased in erplain.||NA|
|Create single invoice||erplain||Available stock is decreased in erplain and sync to Shopify.||NA|
|Mark order as "Fulfilled"||Shopify||On-hand stock is decreased in erplain.||NA|
|Cancel order||Shopify||Available Stock is updated in Shopify and sync to erplain.||You can choose whether or not to put the products back into inventory from Shopify.|
|Disconnect erplain & Shopify||erplain||Products, inventory, contacts and sales stop syncing.||Your Data remain in Shopify and erplain.|