Details of Integration with E-commerce Platforms

The system provides seamless integration with supported e-commerce platforms (Shopify, WooCommerce, Zid, Salla), enabling users to efficiently manage products and sales from a single place. This guide covers the integration steps and mechanisms in detail, along with an explanation of the key features and required settings.

For example, the following section explains the integration process with Shopify (the same mechanism applies not only to Shopify but also to all other supported e-commerce platforms that can be linked with the system):

Products can be sent from the system to Shopify and vice versa. Any new product added in the system will be automatically pushed to your Shopify account, and the reverse is also true.

The synchronized product data includes:

• Name
• Code
• Barcode
• Category
• Purchase Price
• Sale Price
• Quantity

When a product is added in Shopify and sent to system, the software automatically creates the product and records its quantity through a manual inbound requisition directed to the default warehouse specified in the integration settings.

Users can also access the integration screen in the system and perform a manual synchronization to reconcile and register all products at once.

This step is highly recommended immediately after completing the initial integration to ensure all existing products are properly transferred between the two systems.

Shopify sends orders as sales invoices to the system. In case of returns, they are sent as return invoices.

Order details recorded include:

• If the client already exists in the system: the invoice is added to their account.
• If the client does not exist: the system automatically creates a new client account.
• If the order is placed by a guest: the invoice is assigned to the default client defined in the settings.
• Product details: All products included in the order.
• Order total value: Including all items.
• Additional costs: Such as shipping fees and discounts applied in Shopify.

When setting up the integration between the system and Shopify, the following settings must be carefully configured:

• Default Client: The account where orders for unregistered (guest) client will be recorded.
• Default Warehouse: The warehouse from which all product inflows and outflows are processed, including new product creation, sales order fulfillment, and returns handling.
• Default Branch: If multiple branches exist in the system, you must define the main branch through which all Shopify-related operations will be executed (e.g., adding products, creating sales invoices, or generating return invoices).