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.
ShippingEasy Ship Date
Ship Date is available from ShippingEasy as YYYY-MM-DD and is updated to work.
The mapping window says the Format allowed is mm/dd/yy but this is an exception. The Date must match YYYY-MM-DD or will not be imported and defaul to today.
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 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 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.
ShippingEasy Auto-Run
ShippingEasy Auto-Run is not added yet to automate the continuous import of orders.
ShippingEasy Orders runs in batches to invoice at end of day and reconcile shipments.
To process, import Customers, then import Invoices, then repeat Customers to check. ShippingEasy allows a maximum of 200 orders per batch including Redacted or Return.
ShippingEasy Reported
ShippingEasy Reported helps you work without interruption when using Auto-Pilot.
Auto-Pilot combines batches into one flight, and Auto-Run runs flights non-stop daily. Both report back to you in a Note, which you can receive as an email, with full details.
Say you use the Auto pulldown to get new batches of customers and orders processed. If there is any alert, you will receive a Note saying "ShippingEasy Reported (8423)" ...
ShippingEasy Is Duplicate
ShippingEasy lets you create Duplicate orders you may want BigBusiness to ignore.
Map orders/recipients/original_order/grab_bag/is_duplicate to Is Duplicate to skip 'em. This is done automatically for Automatic settings and preset ShippingEasy Mappings.
ShippingEasy Is Return
ShippingEasy lets you create Return orders which you may want BigBusiness to skip.
Map orders/recipients/original_order/grab_bag/is_return to the Is Return to skip these. This is done automatically for Automatic settings and preset ShippingEasy Mappings.
Note Attachments
Note Attachments lost their click and double-click responses during a Database change.
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.