Connect a Duoplane Vendor Account to a Shopify Store

Important: This is an advanced feature. Duoplane is not able to provide direct support to vendors for this integration. Please make sure that you fully understand how this integration works, and please test it on a small scale before proceeding.


If you are a vendor who is also a Shopify merchant, you can configure your Shopify vendor integration with your Duoplane vendor portal to automatically receive new purchase orders into Shopify, send tracking back to Duoplane, and sync inventory.

Requirements for the Shopify vendor integration

In order for this integration to work, you (the vendor receiving orders from Duoplane) will need:

  • A Duoplane vendor account: This integration is for vendors who receive orders from existing Duoplane clients.
  • An active Shopify subscription: The vendor must have an active (paid) Shopify subscription. 
  • A way to receive payments from your retailer partner: Duoplane will create unpaid orders in your Shopify admin. You will need to collect payment from your retailer partners separately.
  • Matching, unique SKUs: This integration works best if:
    • Your Shopify catalog has unique SKU numbers for each variant, and
    • Your retailer partner’s product records each have a “Vendor SKU” that matches your Shopify SKU for the same item.

    If your SKUs uniquely match the Vendor SKUs from your retailer, the orders that Duoplane creates will be linked to the underlying products in your Shopify catalog. Otherwise line items on orders will be created as custom items. Also, inventory syncing only works with matching unique SKUs.

 

What the Shopify vendor integration does

  1. Creates orders in your Shopify store for new purchase orders. When your retailer sends you a purchase order through Duoplane, Duoplane will create an order in your Shopify store that mirrors the shipping address and items on that purchase order.
    • Duoplane can either create a draft order or a regular order in your Shopify store. All orders are created as pending (unpaid) orders.
    • If the SKU numbers in your Shopify catalog match the Vendor SKUs that are stored in the retailer’s Duoplane account, the line items on the orders in Shopify will be associated with an underlying product / variant in your catalog. If no matching SKU is found for a given item, or if there are multiple matching SKUs in the vendor catalog, the item will be added to the order as a custom product.
  2. Transmits tracking for shipped orders from your Shopify store back to Duoplane. After orders are fulfilled in your Shopify store, Duoplane will retrieve the fulfillment information and automatically mark the associated purchase orders as fulfilled in your retailer partner’s Duoplane account.
  3. Syncs inventory between your Shopify store and your retailer’s catalog. Inventory quantities in your Shopify catalog will be synced to your retailer’s catalog.

Please note the following:

  • Duoplane does not process any payments or transmit funds. All orders that Duoplane creates in the vendor’s Shopify store are unpaid.
  • The integration does not sync historical orders. Only purchase orders sent after the vendor integration is enabled will transmitted to the vendor Shopify store.
  • Duoplane does not edit existing orders.
  • Tracking for each new shipment is not transmitted immediately to your retailer partner. It can take several minutes for the purchase order in Duoplane to reflect tracking for orders that have been fulfilled recently.
  • Duoplane does not sync any product information other than inventory availability.
  • Inventory syncing requires that your Shopify SKUs match your retailer partner’s Vendor SKUs for the same items.
  • Duoplane does not sync shipping costs on orders from the vendor’s Shopify store.

 

How to create the connection between Duoplane and your Shopify store

  1. Login to your Duoplane vendor portal.
  2. Make sure that you are also logged into your Shopify admin.
  3. Go to this URL: https://app.duoplane.com/vendor_integrations/shopify
  4. Enter your store’s myshopify subdomain, and click “Connect to Duoplane”. You only need to enter the part before “.myshopify.com”.shopify_vendor_connection.png
  5. You will be redirected to your Shopify admin. When prompted, grant permission for the app “Duoplane Vendor” to access your store. You will then be redirected back to Duoplane.
  6. In your Duoplane vendor portal, set the configuration options for the connection. See below for a description of each option.
  7. After you have configured the connection, go to the section called “Connection status” and enable the types of syncing that you would like to turn on (order processing, inventory syncing, or both).

 

Configuration options

After Shopify redirects you back to Duoplane, you will be presented with some options on how Duoplane should create orders in your Shopify store. You can also access these options in the future by going to the setup URL (https://app.duoplane.com/vendor_integrations/shopify).

Please configure the following options:

Order options

  • Order type to create: Duoplane can either create regular orders or draft orders in Shopify. Draft orders can be edited once they are in Shopify, while regular orders cannot be.
  • Order number: For orders that Duoplane creates in Shopify, how should we set the order number of the Shopify order?
    • The options are:
      • Automatic: Let Shopify set the order number.
      • Use the Duoplane PO number: The order number in your Shopify store will be the same as the PO number in Duoplane. You can optionally specify a prefix that should precede the PO number.
    • Please note that this setting only applies to regular orders and not draft orders.
  • Item price to use: For orders that Duoplane creates in Shopify, how should we set the line item prices on the Shopify order?
    • The options are either to:
      • Allow Shopify to set the price automatically based on the underlying price of the variant in your catalog, or
      • Set the price based on the wholesale cost on the purchase order being sent to you.
    • Please note that this setting only applies to regular orders and not draft orders. Draft orders will always use the price of the variant in your Shopify catalog.
  • Order payment status: For orders that Duoplane creates in Shopify, what should the payment status be? The options are “pending” or “paid”.
    • Please note that this setting only applies to regular orders and not draft orders.
    • If you choose to have Duoplane mark orders as paid, please be aware that you separately need to collect payment from your retailer. Duoplane does not create a payment transaction or transfer any funds.
  • Inventory policy: For orders that Duoplane creates in your Shopify store, how should each variant’s inventory be affected?
    • Should Duoplane decrement inventory?
      • If not, choose “Bypass”
      • If so, choose “Decrement” and select whether you want to allow overselling.
    • If the Duoplane-created order should claim inventory, will you allow overselling? If so, you can set the policy in Shopify to allow overselling for each variant. (Overselling = inventory quantity goes below zero.) Or you can tell Duoplane to ignore the variant’s setting.
      • “Decrement and obey policy” = Do not allow overselling if that is the variant’s policy.
      • “Decrement and ignore policy” = Allow overselling
  • Email address on orders: [optional] If you would like Duoplane to associate an email address with each order that we create in your Shopify store, you can specify a single email address. The email address that you put here cannot already by associated with a customer in your Shopify store unless it is the same customer identified in the "Customer ID in Shopify" option.
  • Tags for orders: [optional] So that you can filter for orders coming from Duoplane or from a specific retailer, you can request that Duoplane adds one or more tags to each order that we create in Shopify. Multiple tags should be separated with commas.
  • Customer ID in Shopify [optional]:  If available, enter the the retailer's customer ID from the Shopify store into Duoplane to associate each order that we create in your store to that existing customer in Shopify. This can be helpful since it will group all of this retailer’s orders under one customer in your Shopify admin.

    The Shopify customer ID is the number at the end of the URL in their customer record. For example, if the URL of the customer record in your Shopify admin is “https://demo.myshopify.com/admin/customers/123456”, the customer ID is the number at the end: 123456.

    For more information, please see the Shopify support article for details on creating, finding, and managing customer accounts in your Shopify admin.

    shopify_vendor_customer_id.png

  • Include billing address?: When creating an order in Shopify, should the address of the retailer be added as the billing address? The default is to leave the billing address blank.
  • Add PO number to Shopify order note?: Should Duoplane add a note to the Shopify order that includes the PO number and retailer name? This information is already added to the 'Additional Details' section of the Shopify order.
  • Include packing slip URL?: This option allows a link to a downloadable packing slip PDF to be shared with the vendor via the Shopify order. It can be shared in the "notes" text or the "additional details" section of the order page.

Shipment options​

  • Assign vendor invoice number: When creating a shipment in Duoplane, should the vendor invoice number of the shipment in Duoplane be set to the Shopify order number from your Shopify store? This is useful if you want to automatically assign invoice numbers to Duoplane shipments. Please note that this setting does not set the order number in your Shopify store.
  • Assign shipping fee: (Applies to draft orders only.) When a draft order is created in Shopify, the vendor can add a shipping fee before converting it to a regular order. If a shipping fee is added to the draft order, should that fee be added to the vendor invoice in Duoplane?

Inventory options​

  • Location for inventory: If you use multiple locations in Shopify and only want to expose inventory from a single location, you can choose a location whose inventory will be synced to the retailer.  The default is to include all inventory from all locations.

 

Deleting the integration

To remove the integration:

  1. Go to https://app.duoplane.com/vendor_integrations/shopify
  2. Scroll to the bottom of the page and click “Delete connection”.
  3. Remove the app “Duoplane vendor” from your Shopify store.

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