Shopify - Interface

General

COGLAS Web WMS offers direct integration with the Shopify e-commerce platform. This allows items and orders to be transferred to COGLAS Web WMS. In addition, once packaging is complete, the carriers' tracking numbers are sent back to Shopify.


Setup

  1. Create “COGLAS” as an app in the Shopify DEV Dashboard
    Sign in, assign a name, adjust permissions, and generate a Client ID and Secret

  2. Configuration of the COGLAS data interface and launch the integration for the first time
    COGLAS must enter the Client ID, Secret, and store domain in the data interface.

  3. Assigning products in Shopify to the “COGLAS” location
    Once the COGLAS data interface has been successfully registered as a Shopify fulfillment service, it becomes available in Shopify as a warehouse location for products. Products available for COGLAS must now be assigned to the COGLAS warehouse location.


Process

  1. Synchronize articles between Shopify and COGLAS
    Once the assignment is complete, the corresponding items can be retrieved from COGLAS and transferred. Only items that have an SKU (stock-keeping unit) are included in this process, since the SKU is used as the item number in COGLAS. The articles can be accessed in COGLAS under Articles and by clicking the “Synchronize articles – Calloff articles” button.

  1. Transferring Orders from Shopify to COGLAS
    In Shopify, you can now create orders that use the items transferred to COGLAS. When you initiate orders in Shopify via “Request Fulfillment,” Shopify prepares the customer order for transmission to COGLAS.

  2. Manual or automated calloff of customer orders in COGLAS
    The transferred orders can be found under “Customer Orders” in COGLAS. Orders that have been successfully transferred are assigned the status “Fulfillment in progress” in Shopify.
    If the automatic transfer (triggered by a request from the Event Center—SendMessageTypes) does not work, you can manually initiate the retrieval of orders in COGLAS.

  1. Reporting Tracking Numbers Back to Shopify
    Once the order has been successfully processed in COGLAS, the tracking number is sent to Shopify, and the Shopify status changes to “Fulfilled.” The tracking number is visible in the order in Shopify.


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