Chapter 221 Shopify POS Connect
Shopify POS Connect lets BigBusiness get your Shopify POS customers and invoices.
Separately. If you don't have POS, the point of sale option for Shopify, please ignore.
Shopify Connect gets your Shopify customers and orders from your web store orders. Shopify POS Connect adds your in-person sales in Shopify POS for iPhone, iPad, etc.
This chapter covers setup of the POS option to separate sales, receipts, cash drawers.
Shopify Connect
Shopify Connect is being updated to separate your online and in-person transactions.
You might want online sales to become Sales Orders while POS sales become Invoices. You might want each online customer saved, while walk-ins might not be. Up to you.
BigBusiness 15 will offer more options for saving, or not, sorting, or not, and whatnot.
Shopify POS Register
Shopify POS assigns a Register ID to each device running Shopify POS to track cash.
Shopify POS Register ID
Shopify POS assigns a Register ID to each device running Shopify POS to track cash.
Shopify Source ID
Shopify Source ID helps identify the Web site or POS register that entered each order. If you have one web site, no problem, but you may have many POS registers or apps.
Each iPhone, iPad, or Android device you put Shopify POS on is tracked as a Register. If you accept Cash, Shopify POS will keep track how much you should have for each.
In turn, BigBusiness can use the Source ID to identify the Register and set any presets. For starters, you might want Entered By filled in on each Invoice for future reference.
Shopify POS
Shopify POS is a tool on the Connect toolbar for getting data using Shopify Connect.
Specifically, it gets the customers and sales entered in Shopify POS apps and registers.
Choose a default mapping, or one that you've saved, to import manually, in batches. Or, create a new mapping to save and use with Auto-Connect to automatically update.
Shopify
Shopify is a tool on the Connect toolbar for getting data via Shopify Connect settings.
Specifically, it gets the customers and online orders placed in your Shopify web store.
Using a default mapping, or one that you've modified and saved, you can batch Import. Or, create a new mapping to save and use with Auto-Connect to automatically update.
Shopify Customer Matching
Customer Matching for Shopify is best
Shopify Editions
Shopify Editions are biannual updates to Shopify such as Winter '25, Summer '24, etc..
Editions help you take advantage of new offerings or technologies and needed updates.
Shopify Service
Shopify Service helps you keep up with the new offerings in new Editions of Shopify.
Shopify Import Customers
Shopify Connect lets you automate the import of customers coming from web or POS.
BigBusiness 15 updates the Fields available to sort these, identify a register, and more.
Automatic settings in map the most common, necessary, and optional fields to include.
You can edit Mappings in Shopify or Shopify POS tool and Save to use automatically.
Shopify Import Orders
Shopify Connect lets you automate the import of orders coming from online or POS.
BigBusiness 15 updates the Fields available to sort these, identify a register, and more.
Automatic settings map the most common, necessary, and optional fields to include.
You can edit Mappings in Shopify or Shopify POS tool and Save to use automatically.
Shopify Import Invoices
Shopify Connect lets you automate the import of invoices coming from online or POS.
BigBusiness 15 updates the Fields available to sort these, identify a register, and more.
Automatic settings map the most common, necessary, and optional fields to include.
You can edit Mappings in Shopify or Shopify POS tool and Save to use automatically.
Shopify ID
Shopify ID is automatically saved for each Customer, Order, Product for fast lookup.
On Customers Search in BigBusiness you can Add (+) a column for the Shopify ID. In the Find dialog you can also search Shopify ID using a pulldown for Yes or No.
This makes it easy to find your Customers who have Shopify accounts and use Show.
Shopify Source
Shopify Souce lets you show a column on Customers to see if they are Web or POS.
In Customers Search in BigBusiness, click Add (+) to add the column Shopify Source.
Show Shopify
Show Shopify lets you connect to your Shopify quickly to show a customer account.
On the Customer card in BigBusiness, go to the Show pulldown and choose Shopify. This will open your Shopify dashboard and show you the customer account quickly.
When you connect Shopify POS to BigBusiness you may have updates to Customers when they order from the Web or when they are invoiced in person on Shopify POS.