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Sales Orders

The solution will export orders from Shopify and import them into Sage.

Zynk Process

  • Export orders from Shopify
    • If the order hasn't been handled by Zynk then import it into Sage as a Sales Order
      • Create the customer if required (see Customers)
      • Create products if required (see Products)
    • If the order has been fulfilled in Shopify then despatch the order in Sage

Requirements & Assumptions/Assertions

  • The WebSalesAccountOnly setting will determine if Web Sales accounts are used
    • If WebSalesAccountOnly is set to True then the currency of the order will be used to match to relevant Web Sales account (GBP, EUR or USD)
    • If WebSalesAccountOnly is set to False then the order email will be used to match to/create a customer in Sage
  • Orders will be imported into Sage in the currency of the order
    • The order of the Shopify order and the Sage account must match
  • Custom products on the Shopify order will be imported as S1 lines in Sage
  • All discounts (both line level and whole order) will be handled at the line level in Sage. This is to ensure that the net and gross order values in Sage match those of Shopify exactly, avoiding penny rounding issues. As such, Sage orders will not have Net Value Discounts but will instead have all discounts included in the Unit Discount Amount on the line.
  • The solution requires the Item Vat Amendable setting in Sage to be enabled (go to Settings -> Company Preferences -> VAT)
  • Orders will only be imported into Sage once. Any modifications or deletions will not be handled.
  • Sage 50 does not have a standard procedure for handling refunds. Consequently, our solution does not process them. If you need refunds to be processed, please contact our Sales Team to discuss the various options available.
  • The Shopify orders must be fully fullfilled before the solution will desptach the order in Sage; partial fulfillments won't be handled

Tax Mappings

To accurately represent the tax on orders in Sage, it is necessary to have a mapping between the Shopify tax rates and the Sage tax codes. A default mapping named Shopify tax rates to Sage 50 tax codes mapping will be installed with the following defaults:

Shopify Tax Rate Sage Tax Code
0% T0
20% T1

Please refer to the Mapping Documentation for details of how to update the mapping.

Field Mappings

Order

Shopify Field Sage Field Notes
- Account Reference Matched on email or set to Web Sales account based on the WebSalesAccountOnly setting
Order Number Customer Order Number
Order Date Sales Order Date
Currency Currency

Items

Shopify Field Sage Field Notes
SKU SKU
Name Description
Quantity Quantity
Price Price The price will be set to the undiscounted Shopify unit price
- Unit Discount Amount The amount discounted from the unit price by line and whole order discounts
- VAT Line tax on discounted line total