Editing the Channel and Completing Channel Setup

It is necessary now to map the Shipping, Payment and Sales tax methods that have been defined in the Shopify Remote Store to equivalent methods in Agiliron to ensure that orders coming in from the Store are interpreted and captured appropriately.

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Click on the edit icon of your Shopify channel.

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Fill in the form fields in the top 2 panels as shown above, details are discussed below:

  • Shopify Store - This field is automatically populated for the Shopify Store, no changes are needed.
  • Shopify Adapter - This is the integration module between Agiliron and Shopify Remote Store. Please see the last section of this chapter for details on this - for most users, the default is already included and no change is necessary.
  • Access Token - This field is automatically populated for the Shopify Store, no changes are needed.
  • Inventory Location - Select from the drop-down menu based on the stock locations defined under "Settings > Company Information" .
  • Price Book - Select from the drop-down menu the PriceBook to use for pricing product sales at this WebStore; defined PriceBooks are found under "Products > Price Books" tab.
  • Auto Product Update - Selecting this will automatically propagate any product changes made in Agiliron to the WebStore. If this is not selected, the user will need to manually push the changes to the WebStore.
  • Auto Inventory Update - Selecting this will automatically propagate any product inventory changes made in Agiliron (Add/Delete/Change/Transfer) to the WebStore. If this is not selected, the inventory will be updated when the product is manually pushed to the WebStore next
  • Auto Category Update - Selecting this will automatically propagate any product category changes in Agiliron to the WebStore. If this is not selected, the changes will be updated when any product is manually pushed to the WebStore next.
  • Auto Pricing Update - Selecting this will automatically propagate any product pricing changes in Agiliron to the WebStore. If this is not selected, the changes will be updated when any product is manually pushed to the WebStore next.
  • Specials Price Book - Select from the drop-down menu the PriceBook to use for pricing products on Sale; defined PriceBooks are found under "Products > PriceBooks" tab.

The "Shipping, Payment, Taxes" sub-tabs below are provided to map the respective methods to the equivalent ones in Agiliron.

On the Shopify Remote Store the Shipping, Payment and Sales Tax methods that have been defined can be found in your admin panel under:

  • "Settings > Payments"
  • "Settings > Checkout"
  • "Settings > Taxes and duties"
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The bottom half of the channel setup screen shows the "Shipping" , "Payment" and "Taxes" sub-tabs for mapping of the equivalent methods from the Shopify Remote WebStore to Agiliron. Agiliron pulls the global list of options from Shopify Remote Store found above.

In each of these cases, for each method defined in the WebStore (left column), select the equivalent method in Agiliron from the drop-down menu alongside (right column). As orders come in from this Shopify Remote WebStore, the orders are captured into Agiliron in keeping with this mapping. Only the methods that are being enabled and used in the Shopify Remote Store need to be mapped here, the rest can be left blank. (e.g. if you only offer "Check" as a Payment Method, then only that Payment Method needs to be mapped in Agiliron).

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Note that the Taxes tab contains a selection for "All Other Regions". This allows mapping for international orders and other jurisdictions outside state-specific mappings.

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