Shopify & erplain sync chart

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.

Create a productShopifyProduct 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 producterplainNANA
Delete a productShopifyProduct is deleted from erplainThe variants that are unsynchronized are not deleted in Erplain.
Archive a product
Product is not deleted from erplain
Delete a product
Unpublish a producterplainProduct is removed from ShopifyNA
Publish a producterplainProduct 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)erplainProduct is updated in (1)erplain/(2)Shopify.
Add an attribute to a product(1)Shopify/(2)erplainAttribute is added to the product in (1)erplain/(2)Shopify.NA
Add an option to a product(1)Shopify/(2)erplainOption is added to the product in (1)erplain/(2)Shopify.NA
Create draft order
Create sales order
ShopifySales order and invoice are created in erplain.NA
Create sales order
Update orderShopifyChanges sync back to the sales order in erplain.NA
Update sales ordererplainChanges do not sync back to the order in Shopify.NA
Remove item from sales orderShopifyProduct return and refund are created in erplain.NA
Create shipping ordererplainOrder is marked as "fullfilled" in Shopify.NA
Mark order as "Paid"ShopifyInvoice is marked as "paid" in erplain.Orders can be marked as "paid" from Shopify only.
Mark order as "Fulfilled"ShopifyShipping order is created in erplain.NA
Cancel orderShopifyOrder status becomes "Shopify canceled" in erplain.
Product return is created in erplain.
Orders can be canceled from Shopify only.
Create refund
ShopifyReturn and refund are created in erplain.Order can be refunded from Shopify only.
Delete sales order
ShopifyOrder still shows in erplain
Shopify deleted sales order cannot be removed from erplain
Delete sales ordererplainNAShopify sales order cannot be deleted in erplain.
Delete invoiceerplainNAInvoices created from Shopify orders cannot be deleted in erplain.
Create sales orderShopifyCustomer 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 customererplainNANA
Create customerShopifyIf 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 customererplain(1)/Shopify(2)Customer information are updated in Shopify(1)/erplain(2)
Publish customererplainCustomer is created in Shopify
Delete customer
ShopifyCustomer is inactive in erplainNA
Deactivate customererplainNANA
Unpublish customererplainCustomer is no longer available in ShopifyNA
Create draft order
Create sales orderShopify(1)/(2)erplainAvailable stock is updated in (1)erplain/(2)Shopify.NA
Create shipping ordererplainOn hand stock is decreased in erplain.
Create single invoiceerplainAvailable stock is decreased in erplain and sync to Shopify.NA
Mark order as "Fulfilled"ShopifyOn-hand stock is decreased in erplain.NA
Cancel order
ShopifyAvailable Stock is updated in Shopify and sync to erplain.
You can choose whether or not to put the products back into inventory from Shopify.
Create refundShopify
Disconnect erplain & Shopifyerplain
Products, inventory, contacts and sales stop syncing.Your Data remain in Shopify and erplain.

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