What's New: Shopify Connector B2B Functionality (2024 release wave 1)

Overview

The video, published 2024-04-04 (31 minutes), starts with updates to the core connector. These include automatic Shopify admin URL configuration, an inventory calculation that subtracts reservations, dynamic guidance notifications on the product list, a setting to turn off shipment confirmation to Shopify, and refunds and returns imported by default. It then gives an overview of B2B on Shopify.

The main part is a demo of B2B with Business Central. It covers D2C customer and B2B company synchronization, catalog setup, the Get Catalogs action, price synchronization, and B2B checkout. It ends with order handling: cancelling orders, editing orders in Shopify, creating credit memos from refunds, and the Synchronize Order and Unlink Process Documents actions for orders that were already processed.

Key points

• The connector now builds and updates the Shopify admin URL automatically, so it no longer has to be entered by hand.
• The export customers to Shopify Boolean was removed. You now pick specific D2C customers to export, in line with how item synchronization works.
• Company synchronization has settings for default permissions of the main contact (none, ordering only, or location admin). Automatic catalog creation for new companies can be turned off so catalogs are managed manually.
• The new Get Catalogs action retrieves catalogs from Shopify, but only for companies already synchronized with Business Central.
• B2B orders are assigned to the company and D2C orders to the individual person. B2B checkout shows the company, multiple addresses and a PO number field.
• Business Central creates credit memos only from refunds with an actual amount. Zero-value refunds from Shopify order edits are filtered out.
• For orders already processed, Synchronize Order from Shopify and Unlink Process Documents are the two actions. Error detection only notifies the user and cannot change existing documents automatically. Shopify has little warehouse handling information.

Features

Quotes

• 1:18 “now we actually update it and now it is very easy so you can see that URL is automatically updated so no need to”
• 2:13 “we are also adding this functionality out of the box so for new Merchants they don’t need to build a PT and for existing”
• 5:08 “shopify is not a separate platform it’s not an app bolted onto the side of shopify and it’s not acquired software we”
• 7:22 “with Microsoft business Central’s updated Integrations merchants can easily send companies and cataloges data from Shopify to business Central and vice versa for better”
• 7:42 “we’ve released over four dozen features just for wholesale the list that you’re seeing on your screen is not an exhaustive list in fact”
• 8:38 “we have removed to export customers to Shopify Boolean and instead we aligned this uh with uh the item sy so if you want”
• 13:58 “for B2B or for modern authorization engines Shopify doesn’t require user to know like login and password so user needs to only specify email”
• 14:37 “this specific user and this specific catalog are not yet attached to the company so let me go to the Shopify admin company and”
• 16:08 “go to uh catalogs this is a new action and now I can use get catalogs uh select a shop and you can see”
• 17:56 “before I will submit order I can also enter the p number so this is also a special field for B2B checkout”
• 18:41 “although they were bought by the same person Claudia Lawson one was actually assigned to uh the person itself the other one is assigned”
• 19:02 “with a new action uh cancel order I can cancel it uh notify the customer”
• 24:37 “we uh make sure that we have an actual amount and we can create link the appropriate credit memo”
• 26:08 “so this will show whenever uh an order has already been processed but now an addition is received on line S on something that”
• 26:28 “one is synchronized order from Shopify and the other one is onlink process documents”
• 27:24 “unlink okay so this is basically saying forget what I had before and I want to reprocess this again and it will be processed”
• 28:05 “shopify doesn’t have much information about the warehouse handling of the created order so it”
• 29:05 “for orders which are already paid you can do either Ed it and refund separately or actually refund all together”
• 29:26 “like either we will edit the imported document or we will uh create credit memo which also can be created automatically”

Presenters (as heard): Andre Pano, Andre, Joshua, Ben Rabi, Onut, Claudia Lawson, Josa.