TO ALL SHOPIFY CLIENTS
Congratulations on migrating to the new Shopify API!
There are many changes that have been made as a result of this update, and one of them is the shift in Shopify from dealing with orders to now dealing with fulfillments. Shopify made these changes to support many additional features for their customers who use fulfillment centers, and you now have some exciting new options for implementing changes to your orders in our fulfillment system. The purpose of this guide is to let you know about these new options, and what changes and expectations you will need to be aware of as a result.
Fulfillments vs. Orders
In the new Shopify API version, instead of our integration server pulling order content from Shopify, Shopify pushes fulfillment requests to our integration server. The most important fact about this change is that you are responsible for making sure fulfillment requests get to us, and that we will receive them immediately instead of on a schedule. There are two options for managing this, manual and automatic. Automating the process of requesting fulfillment is easy and straightforward. Simply navigate to the Settings in your dashboard, and click on the Checkout section. Scroll down to the Order processing section, and under “After an order has been paid,” click the “Automatically fulfill the order’s line items” option.
Now, the important thing to realize is that this means any placement of orders or edits to orders will be immediately pushed to us, and this will take place for all fulfillments. If you want to have any manual control over when your orders are fulfilled at EFS, you will have to select “Don’t fulfill any of the order’s line items automatically, and you will have to manually send fulfillments to us through the orders page. This is relatively easy, you simply need to navigate to the orders page, select your unfulfilled orders, and then select the menu option at the bottom which says “Request fulfillment.”
This will allow you to determine at what point fulfillments are sent to EFS.
It is also important to note that automatically fulfilling orders is a global setting which will apply to all locations. If your other fulfillment locations cannot support automatic fulfillment, you will have to manually fulfill for all locations, including EFS.
Adding Product to an Order
One of the new features of the switch to fulfillments in Shopify is that we can now support adding items to an order. When you add items to an order after it has been fulfilled by us, you are able to manually request fulfillment for those extra items through the order page. Shopify will put those orders in a new fulfillment, and send that to EFS. It is important to note that our system will see this addition as a new order, and place it in the FCP as such. This process will never edit the order that we received previously. This means you will be charged an additional pick/pack fee for the new items, and they will not ship together, so if you prefer to avoid the extra charges and have the items ship together, you should not send the fulfillment to EFS through Shopify, and should instead contact Customer Service to edit the order in the FCP. It is also important to note that you can not use this process to decrease the number of items in an order. If you attempt to remove items from an order and resend the fulfillment, this will not edit the original order in the FCP, but will instead create a second order with lower quantities.
Canceling an Order
Thanks to Shopify’s new cancellation webhook, we can now receive indications from Shopify that orders should be canceled, and attempt to reflect that change in the FCP. When you wish to send a cancellation request to EFS, select the orders on the Orders page you wish to send the request for, and select the “Cancel fulfillment requests” option in the menu at the bottom of the page as shown in the image above. When we receive the cancellation request, we will confirm if the order is capable of being canceled automatically, which will be based on whether the order has been batched for processing. If the order can be canceled, you will receive a notification that the request was successful. If the order can not be canceled, you will receive a notification that the request has been declined. Once a cancellation request has been declined, you will not be able to send another. We may still be able to cancel the order once it has been batched for processing, but you will have to contact Customer Service and there may be additional fees.
Please address any questions to the Zendesk ticket system and your account specialist will be able to assist you with any questions.
Linda L. Sorna, Client Care Manager