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[beta] upgrade to shipment level processing

This feature is currently in beta. It has been fully tested, however this integration and the workflow may change in the near future.

Shopify is supporting processing orders on a shipment level. Processing orders by the use of the shipment concept increases the control you have on the processing of orders. It allows you for instance to do partial shipments in case some products are not in stock yet.

You can find more about processing on a shipment level in our article about processing orders on a shipment level.

Processing on a shipment level may not be available to you yet. In case you installed the integration before the 21th of July 2016 you will still process orders on an order level.

In order to start processing orders on a shipment level you need to manually upgrade your integration by reinstalling it. New integrations will only process orders on a shipment level.

Important to know is that in Shopify a shipment is called a fulfillment, which has a caveat that is explained in this section; A fulfillment indicates which items will be fulfilled. So in case you want to do two separate shipments you can create two fulfillments in Shopify indicating which items of the order belong to which fulfillment. The caveat here is that a fulfillment is optimistic. There is no "fulfillment waiting to be fulfilled status" in Shopify. If a fulfillment is created it is always having the status "Success". So it is important to only create fulfillments when you are sure you can ship the items.

SendCloud wants to know which items need to be fulfilled in order to further automate the process. That's why we use the fulfillments to define which items are going to be shipped. Due to the fact that fulfillments only have one status SendCloud uses a trick to find out if a shipment is actually processed or not. When you process a fulfillment and create a parcel label for it, then we will immediately send back the tracking code to your Shopify store. We also provide a filter in the importer screen of SendCloud which filters on the availability of a tracking code on the fulfillment.

Eventually you can use the following workflow with SendCloud in order to process your orders:

  • Create a fulfillment for the items in your Shopify store. How you can do that can be found here.
  • Go to SendCloud and open the importer of your store.  
  • Filter on "fulfillments without a tracking code". 
  • Process the fulfillments with SendCloud.
  • Once the label is created the tracking code can be found in the Shopify fulfillment.
  • Repeat the process.

How to upgrade

Upgrading to the new situation requires reinstalling the Integration in order to be able to process orders on a fulfillment level.

  1. Go to the SendCloud Panel.
  2. Go to the Shopify Importer screen.
  3. Click on the settings icon.
  4. Press the reinstall button. 
  5. Use the get button on the app page in Shopify to upgrade the integration.

New settings explained

With the upgrade you get some new settings. Below you can find what every option can do.

To go to the settings go to the importer view and click on the gear icon at the top right.

  • Name:
    The name of how you want your shop to be visible in SendCloud
  • Shop domain:
    The domain of your shop. You can not change this.
  • Show point of sale:
    Whether we should show point of sale orders in the SendCloud importer.
  • Import the parcel weight:
    When checked we calculate the total weight of a shipment instead of using the default weight in your sendcloud account.
  • [NEW] The shop, not SendCloud, is in control of sending Track & Trace notifications:
    When checked we will not send a track & trace email with the SendCloud Customer Communication module when a parcel is shipped, but we ask Shopify to do this.
  • [NEW] Shop feedback:
    This setting controls when we should communicate to Shopify that a parcel is shipped. We use the note field of an order to give feedback.
  • [NEW] SendCloud should automatically create one fulfillment that fulfills the whole order:
    When enabled SendCloud automatically will create a fulfillment when an order is created. We do not check for stocks or payment status yet. Also those fulfillments can't be cancelled.