Retail

We just switched our main web site to Shopify last week and we’re running into some very annoying issues with the Acumatica Shopify connector.   Customer account details on the General tab are repeatedly being overwritten when the Bidirectional customer entity is bringing customer data back from Shopify.  We’re on 23R1 and while we plan to upgrade soon, we cannot upgrade right this moment.The primary issue we’re seeing is that customer information on the general tab is being overwritten by whatever the default address is in Shopify.  This seems to usually be the address of the most recent Sales Order’s address (I don’t know if it is the billing or shipping address).  Not only does this change the address but it completely rewrites the account name. I have salespeople telling me their biggest accounts are just “gone” from Acumatica because they use the Display Name to find their orders and customers. These customers are still there but unless the person memorized the account number, the

Hi All, I just want to ask regarding how to restrict the visibility of all sales order records and only show my sales order records? Please refer to the screenshot below. Regards,Nadia  

I’m just starting to use the Prepmt. Invoices to collect customer prepayments from the Sales Order. It all works perfectly until the moment I prepare the nomal Invoice and try to release it. The invoice status goes to “Open” but I get this error message:  "Sequence contains no elements".The prepmt invoices remain unapplied.Is it a bug or am I missing something in the setup.

Hello, Has anyone had issues with the Shopify Connector after Change_ID of a Stock Item in Acumatica?Even if the ERP_Id and the External_Id matches, the POS orders from Shopify generate an error that the item is not found in the ERP. 

Although it is recommended to use a new order type for Shopify POS, we have opted to use an existing order type. But we still want a way to identify POS order from web orders by mapping them into specific customer. Is that possible? 

We’re getting ready to switch our ecommerce site to Shopify and I am in the process of trying to export our open non-web orders to the site so customers can see their order status.  We’re on 23R1 for now (planning on upgrading after this migration).  We’ve setup a new order type for orders being imported from Shopify (WB).  I have also configured an existing order type (SB) that we want to export.  The sales order entity is configured for a bi-directional sync direction.  After running some tests on a handful of our open SB orders, they’re being exported as expected and at first glance everything is working great.  However, after these SB orders get created in Shopify, the connector sees that they have been modified externally and the next time I process one of them a bunch of fields get updated in the ERP that we do not want to change.This list is not exhaustive but here are some changes I am seeing happen after the re-import:Both the Order date and the Cancel By date get changed from

Our company brings in sales orders via our homemade website. Quiet often we have to change the order quantity on a sales order. When we do that and press save we get an error that says “Applied Amount Cannot Exceed the Unbilled Balance”. We have been able to plug numbers into the payments screen until we are able to save but I don’t think we are doing it the appropriate what. What is the correct steps for changing the quantity ordered for an SO?

Using the native Shopify Connector with Acumatica, we're looking to automate order fulfillment status updates. Specifically, when an order is finalized in Acumatica, we want it to automatically update the fulfillment status in the connected Shopify store. Is this functionality available within the native connector's configuration settings? If so, could you please guide me through the setup process?

We are applying Shipping Discount in Shopify, however, the shipping discount amount sync to Acumatica as an unpaid balance.  Does anyone know how to map the shipping discount to a field in Acumatica so that the shipping discount amount will be waived?  Thanks... 

Our customer is using the Amazon IntegrationEach order creates a Payment on AcumaticaAmazon sends a deposit to the customers bank that consists of multiple payments less feesFor this customer this deposit can consist of more than 1000 paymentsWhat are best practices to enter these deposits?Does anyone have automation for this? 

When I try to make a connection to live Acumatica instance (2023R2), I get this error. We just purchased and activated the Shopify connector last week.Acumatica Error: You have insufficient rights to access the ShopifyStore (BC201010) form.Is there a feature that I miss enabling? Thank you! 

Our company uses ACU for walk in sales. We are just starting to incorporate hand held scanners to scan items that come up to the register. Is there a way trigger a new line on an SO after an item has been scanned so that the next item can be scanned without having to touch a keyboard key or mouse?

Can anyone confirm if there is a limit of the number of returns created in a Shopify Plus order that the 2024R2 connector will let sync back to the same Acumatica order.   Our testing seems to suggest you only get one?

Can anyone explain to me why this error are starting to show? At first there is no problem with our syncing of company entity to shopify then this year 2025 I’m not really sure exact date this problem start occurring  At least one GraphQL error has occurred. Error: Field 'locationCount' doesn't exist on type 'Company';Error: Field 'orderCount' doesn't exist on type 'Company'; 

Is there way we can flow the Phone number from ACM to Customer/Company in shopify via custom mapping? Thank you in advance

Since upgrading to Acumatica 23R2 from 22R2 we are getting occasional sync errors saying:Object reference not set to an instance of an object.when syncing new orders from Bigcommerce to Acumatica. I’ve looked at the trace but I’m not really sure how to troubleshoot this error.The external orders also don’t look any different to ones that are syncing without problems.If anybody has any ideas that would be very helpful.Phil

Hello, We recently changed the Inventory Account on a Stock Item, but the change is not reflected when we run the inventory valuation report (it still shows the old account it had before).Any ideas on why this is happening?Thanks, Ruben.

Hello, our clients who utilize Shopify as order aggregator for Facebook, Instagram, etc. report that the following error happens often:The following tax IDs received from the external system are too long and cannot be saved: METROPOLITAN ATLANTA RAPID TRANSIT AUTHORITY Local Sales and Use Tax. Map these tax IDs to tax IDs of up to 60 characters in the SPCTAXCODES substitution list on the Substitution Lists (SM206026) form.Manually fixing these issues is time consuming and our clients fear to expand their marketing on the 3rd party platforms, because many orders will fail importing into Acumatica.Question:If we programmatically change the length of the TaxID field to 100 characters, will the error go away? Or do we also need to change some business logic in the code?Thank you!

HI,I’m wondering how I can use the Acumatica Apis to retrieve the price for an item based on the inventoryID and the CustomerIDI’ve found the /entity/Default/20.200.001/SalesPricesInquiry API - I can use this to get the base price and the customer specific price.From what I understand in the Acumatica ERP there is a hierarchy for the price as follows Customer SpecificCustomer Price Classand then finally Base priceSo it appears that I could figure out the price for an item by making an inquiry for each of those steps and using the first one that returns a price?I feel that this is not a great solution though because this is getting into the details of the business logic of Acumatica. Is there a way to send the information for the Customer and Inventory ID to the API and just get the price?

By default, in Shopify, there is a boolean flag to mark if the item is taxable or not as shown below screenshot.This can be updated using the substitution list called SPCTAXCLASSES as shown below. All of the above is done by default. Nothing to do from user's perspective. For customers who are enrolled in the Shopify Plus plan, they could export the actual Tax Categories from Acumatica to Shopify products as there is a field called Tax Code in Shopify for plus customers. Please follow the below entities mapping to do that.  Result: Stock Item in Acumatica.   Product in Shopify after entities mapping export:  

We are using sales orders to process sales.  The sales come by Shopify, API (woo commerce) and manual.  Creating sales orders works great!Where we struggle is returns/order changes.  Our most common situation removing an item from the sales order that is not in-stock followed by partial credits.  Currently:Step 1: We go into the sales order and remove the item that is not in-stock.  Then we add a non-stock item to the order for exact same amount.  Create the shipment, ship it and invoice the order.  The reason we add a non-stock item is the order comes in with a payment.  If we don’t close the order for the exact amount the payment remains open with balance.  Step 2: Since it was paid order we credit the customers credit card on Woo Commerce or Shopify.  Then we go into ACU create a return order using the non-stock item with amount of the item removed and any tax.  Then we create a refund payment in ACU, attach the payment to the refund order, lastly invoice.Situation 2:  As a customer

I am looking to connect with merchants who sell unique/one of a kind items online through eCommerce. We see this use case mostly in merchants dealing with used products or unique items, such as coins, antiques, or similar products. Typically, we see such merchants needing to individually price the products based on their characteristics as such as condition, quality, potency, etc.,If you fall into this category, please let me know. I’d like to discuss how you are currently processing these items using Acumatica.Are you utilizing any customizations?  Additionally, I’d love to learn more about the nature of your business. Looking forward to connecting with you!

Hello,Has anyone experienced syncing historical orders from one e-commerce platform to another? For example, we previously used BigCommerce as our e-commerce platform connected to Acumatica, but we have since switched to Shopify.Now, we want to sync the historical orders from BigCommerce for our customers into Shopify. However, we found that the orders are filtered due to existing External Reference numbers. Clearing this field isn’t a viable solution since most of the orders are already completed. I can process the orders in the Sync History > Filtered tab, but I hope there is a more elegant approach.

Hello, anyone had an issue before when import a REFUND?The tax amount calculated by the external tax provider cannot be applied to the document. An error occurred during processing of the field Applied To Order value 18.41 Incorrect value. The value to be entered must be less than or equal to 18.40.Obviously, the amounts would be different, but the idea is clear I hope: payment (refund) in Shopify is larger than what Acumatica calculates using the Avalara integration.Acumatica used to have this issue with order import, but it was fixed once the Disable Automatic Tax Calculation configuration was added on the Order Types screen. However, the issue with Refunds seems to persists, regardless of the value of that box on the Order Types screen for RC type.

We have a strange situation happening with our Big Commerce Website.  We cannot determine if it is set up / configeration issue or a design flaw in the Acumatica-Big Commerce Connector.  Any help would be greatly appreciated.  We are on 2024 R1.We have set up Acumatica / Big Commerce so that only SKUs that are in stock will show up on our Big Commerce Website. When a SKU drops to zero in stock, the SKU automatically stops showing up on our Big Commerce website as it should.  This works perfectly well.  The isssue is when a SKU is out of stock, and we make the SKU inactive in Acumatica. As soon as we make the SKU “inactive” in Acumatica, the SKU reappears on the Big Commerce website, and the configuation for that inactive SKU in Big Commerce is changed to show on the website even if zero of the SKU is in stock. The act of making a SKU "inactive" in Acumatica causes changes in Big Commerce so the SKU shows up on the website.Is this a configuration issue we can change / fix?  Or is this a