Steps to be done by Product Team:
We need to create location in OE and share its location ID (in OE) with Shopdesk team. We need to confirm from client first in what status they want their invoices to fall in Shopdesk. There are two options:
When order is in awaiting approval state on OE, it lands in SD in Awaiting_SM approval. Order will then invoiced in Shopdesk and move to courier booking tab in OE
(This is the automatic invoicing step) If auto-approval setting is ON in OE, then order will automatically land in APPROVED status in SD, and will be automatically invoiced. Simultaneously, order will land in courier booking tab in OE. We need to tell SD team in which state we want the order to land. e.g. for MLS, order lands in SD in Awaiting_SM approval while for Shopfiona order lands in APPROVED status in SD
In case if brand has more than one location on Shopdesk. And they asked us to connect both locations in such a way that inventory change will reflect on Shopify. Then we have to create a 2nd location on OE too and request the SD team to connect the location ID (on OE) in same way as mentioned in start. There is one-to-one mapping and no two locations of SD can be mapped with One location on OE. For every SD location there should be unique OE location. |
In case of those brands which are using both OE and SD :
Products and descriptions will be uploaded directly on Shopify
Stock will be maintained on Shopdesk, SD is true source of stock
Stock synced from SD to OE automatically
Stock synced from OE to Shopify automatically
How the process works:
Order will fall on OE, you will start processing it
When the order reaches "Awaiting Approval" it will fall on SD
You will invoice the order on SD
Once invoiced, the order will move to Courier Booking on OE
From there it will be process on OE till Dispatched tab
In whole process we have to check that Inventory on OE and SD must be same. It can be done by taking export from SD and upload it accordingly on OE , it should also reflect on Shopify |
Once the order is dispatched, you need to check that the inventory got deducted from SD, OE and Shopify. |
For Price update
Go to Products > Product View > More > Bulk Discount
Download the sample file
Fill in required data. e.g.
Here are two options
(a) Offline : It will change the prices on Shopdesk only
(b) Online : It will also make changes to OE. Select Locations
Select file and Upload
For Stock update :
Go to Stock Control
Click on More and select “Stock Adjustment“
Click on Bulk adjustment
Download the Sample File
Enter required data
Upload CSV file
Now both your prices and Stock are updated on Shopdesk and OE .
