Retail

Background: In Canada, more than one province has the same tax code but with different tax rates. That is in Ontario the tax code used is HST with 13% and in New Brunswick it is HST with 15%. In Acumatica, a same tax ID cannot have two different rates. And in Shopify the Tax Code cannot be changed manually for US and Canada. But for other countries, the tax code could be manually modified. Commerce Connector:Connector should get the HST code from Shopify order Api for both provinces and import the order with appropriate tax rates in Acumatica. How is it done?Commerce connector works the following way for the Tax ID comparison for Order imports. Checks the Shipping Address first. If not found, then Billing address and gets the Country Code and Province Code from the address and does the concatenation as TaxCode+CountryCode+ProvinceCode for Tax ID.Eg: HSTCAON or HSTCANB Algorithm:First the connector check the Substitution List to find if there is any substituted tax id for HSTCAON.      

Hi there! Is it possible to override the billing address in an Acumatica Sales Order and then synchronize the updated data back to Shopify?According to the documentation at https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=5196a797-02c0-41b4-a2f3-788347c97990, updating the data in the "Addresses" tab > "Bill-To Contact" section should export the overridden data to the Shopify order if Acumatica is set as the primary system for synchronization. However, this didn't work as expected.

If I set this inventory setting thusly under Shopify Stores in Acumatica: Acumatica will sync the Sales Category to Shopify as a product tag, which is great.However, if you add any additional tags in Shopify, the Acumatica connector will REPLACE them all with the Sales Category tag every time a sync occurs. Which is not so great.Anyone know if it is possible to make the Sales Category tag MERGE with any already existing tags in Shopify instead of replacing them all?

I would like to update the customer credit term assigned to orders based on their customer class with the credit term retrieved from the Shopify metafield.Currently, there are some orders where customer service can create an order for customers who, according to Acumatica, can only pay with a credit card (CC), but they are supposed to have NET 30 terms for this order. The NET 30 term is stored in the metafield, which is mapped to the Terms field. However, the issue is that the data does not automatically override the terms field in the order when it arrives from Shopify. The terms field is only updated manually by the CS team in Acumatica.Is there a way to manage this process automatically by using the metafield data from Shopify and passing it to Acumatica?

When Acumatica sends a tracking number to Shopify to fulfil items on the order, Shopify doesn’t send the tracking email to the customer. I’ve asked Shopify and they said this is an Acumatica issue.   

https://www.acumatica.com/cloud-erp-software/acumatica-retail-edition/acumatica-for-shopify-connector/ Native Shopify integration   Our Shopify integration is built into Acumatica Retail-Commerce Edition – no additional software or 3rd party applications to purchase. Enable users to pay via Shopify Payments from within Acumatica.  Can anyone point me to instruction on how to enable Shopify Payments within Acumatica? From what I understand it is a new feature, one that we have been highly anticipating, but I cannot find any documentation on how to set it up in the community or Acumatica Open University. Any guidance is greatly appreciated. We have been putting off integrating with our Shopify Plus store because we were waiting for more B2B integrations that were expected with 2023 R1. Now it’s here and we excited to dive in.

How do I close out a prepayment of rent. Tenant paid the 8.1.23 rent on 7.31.23 and I posted to the prepayment. Now,I want to close the invoice with payment application.

I can see under the 23R1 documentation that setting the Availability of a Non-Stock item to “Set as Unavailable” is supposed to disable it and make it “not available for purchasing in the online store”: However, I can’t see that anything changes in Shopify when the Non-Stock item is Set as Unavailable; I am still able to purchase the product online.Can anyone advise what the expected behavior is for this setting and Non-Stock items in Shopify?

We are integrating Acumatica and BigCommerce. There are >100k of Stock item records in Acumatica. With that amount, only a subset of products will be exported in BigCommerce based on criteria provided. We noticed that as a default, Export to External is set to true. Is there a straightforward way to achieve our goal where in only the identified items based on criteria shall be exported and the rest will not?Now, what we are doing is to create a GI and make everything Export to External as false, then running an Import Scenario to explicitly set the Export to External true based on criteria given.Hoping to hear your suggestions for a more direct and elegant way on fixing this. Thank you so much :)

Hi, we’re onboarding Acumatica now and would like to confirm this is possible. That is, can we use a Business Event or other functionality in Acumatica to automatically create a 6-digit Alternate ID upon creation of a Stock Item that would serve as a barcode? We would need to it to auto-increment so that it’s unique. 

We’re using Shopify with AvaTax both in Acumatica and on Shopify.The sales orders come in fine with the correct tax and the correct state on the tax tab (i.e. if shipping to NJ, it will calculate NJ). However when it get’s to the invoice it recalculates the tax based on our warehouse (SC)

I’m looking for a fully mobile label printing solution. I’m looking at the zebra zq500 series. It says it is compatible with iOS apps, but would like to confirm that I would be able to print from Acumatica’s iPhone app to one of those printers. If not, could we use a Zebra mobile device to send the print jobs from there?

Hello,I wanted to share this setting since it took me a while to find it and searching the forums did not help.With Ecommerce some marketplaces like Home Depot and Lowes will use the same customer order number. Normally having the Sales Order not allow duplicates is the correct setting but if enabled you will get orders that will not import since the Customer Order Nbr is the same.Here is the screen name you need to navigate to change the setting.Order Types (SO201000) > Choose SO as Order Type > Order Settings.  

Hello,We have just upgraded from 2019R2 to 2023R1. In 2019R2 I was previously able to change the template ID of an existing and assigned stock item if I had the “Edit Template ID” checkbox enabled in the item class. Today I went to do that and the Template ID is greyed out and unable to be edited. Is this a bug or new behavior? Is there anyway around this without making a customization to reenable this field?Thanks you in advance. 

Since we integrated Shopify and Acumatica we have been having an issue with the vendor name not going up to Shopify for all products. It works with the stock items but does not send anything up for template items (just sends our company up for template items).We are upgrading to 23.1 and hoping that may fix the issue but in using the two for the past few months, I have come to realize that some of the vendor information in the ERP will never be accurate if passed to Shopify. Different company name on the books in the ERP than the brand name on the product.So it would be best if that would be something I can just manually enter into Shopify instead of letting Acumatica send it at all. Does anyone know if this is possible? I guess I am asking to unmap the vendor.

I can sync stock items to Shopify; however, it always creates a new item instead of updating an item that already exists. I have tried using the SKU and/or description/title but I cannot update a product origionally created in Shopify. The integration will only update products created from the sync. Any ideas?

Hi everyone,I created a template item with two variants that will create two option sets in the BigCommerce. My goal is to make the “Choose Your Golf Cart” as the first option set before the “Choose Your seat color”.  Is there a proper way I can make it in the process of creating the template item in Acumatica?  

We use an address validation tool in BigCommerce to validate addresses prior to them being imported through the BC Compactor into Acumatica. Recently we started receiving errors like the following: The AU country does not have a state with the name 'VI'. Make sure that you have specified the state according to the 3166-1 alpha-2 standard. We have set up the two-character codes for state, in this case “VI” for Victoria, Australia in the Countries/States screen in the entry for Australia. Yet we still get the error. We only recently implemented this address validation tool. Prior to that we did not validate and accepted three-character states for AU. Any thoughts on what we can do to get these orders through the connector? ThanksPatrick

Hello Community,I was wondering if Acumatica supported Merchandise Planning. If yes, please guide me through steps. Else how can we achieve this in our Acumatica system.Thanks in advance. 

Dummy AttributeDescription: The Matrix Inventory feature in 2020R1 and 2020R2 requires the Template Item to have 2 attributes (ie color, size) to create Matrix Items. In some cases eCommerce merchants only require 1 attribute (ie size). This customization package will allow you to create a Dummy Attribute to fill the second, unneeded, Attribute but not display that Dummy Attribute on the eCommerce site.Works with: 20R1, 20R2Packages:Both packages are available on Github as Open Source solutions. To download the .zip from Github, click “Code” > “Download as ZIP”.Dummy Attribute - 2020R1 - Link Dummy Attribute - 2020R2 - LinkMisc: This functionality was added to 21R1 Matrix Item Import Scenario & Convert Stock Items to Matrix ItemsDescription: This package support 2 different features which are related.Feature 1 - The Matrix Inventory feature in 2020R1 and 2020R2 does not supported an “out of the box” Import Scenario. The following package includes everything required to import Pr

We have a customer who uses Shopify and imports those orders to Acumatica, along with the customer’s payment at the time the order is placed.It is possible that an item becomes unavailable and the Sales Orders that have that item on them have to be partially refunded and that SO line canceled.What best practices have you seen to:Processes a partial refund on a prepaid sales order and sends that information back to Shopify. Cancels the SO line for the affected item.This would ideally be done in a bulk process. They could have several hundred sales orders with that item that need to be refunded.Thanks for any help provided!

We’re implementing Acumatica and I just learned that it’s not possible to fulfill orders in Shopify and have that information sync back with Acumatica which is very disappointing. Does anyone do that today? Maybe through a customization or how else could it be handled? Or, maybe am I forced to change our process so we do the fulfillment step in Acumatica? We do our own local delivery through a Shopify app which makes it easier for us to do in Shopify. 

Anyone know if it’s possible to set the variant Inventory Policy in Shopify based on the Item Status of the stock item in Acumatica? I’ve played around with the Export Mapping under the Stock Item entity but I can’t seem to get it to work. The Inventory Policy is a checkbox in Shopify so I tried the below formula but it had no affect in Shopify:  

Hello all,Currently I would like to stop Shopify orders that are on hold from importing into Acumatica right away.I figured I could use the “import filtering” on the Sales order entity, however the only valid values are numbers (they might correspond to an ID for something, but I have no proof for that) and I cannot find where these are defined anywhere.Does anyone know what the numbers correspond to? Or if this is changed in a newer version?If anyone knows any other way where I can stop orders on hold from coming in until they are off hold I would appreciate that as well.Thanks.

Hey everyone, we have a client that’s trying to sync orders from Shopify to Acumatica but they’re shipping orders through Shipstation. Unfortunately, Shipstation is picking up these digital items as physical items from Acumatica but not from Shopify? Is there some sort of work around? Given the fact that we cannot alter shipstation’s mapping, is there anything else we can do?