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Multi-location inventory with Retail POS (X-Series)'s Shopify integration

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The Retail POS-Shopify integration supports the multi-location inventory feature in Shopify. When setting up Retail POS with Shopify, you can sync inventory from multiple Retail POS outlets to your associated locations in Shopify. To successfully map the inventory from each outlet, you need to ensure that you have added the same corresponding number of locations in Shopify.

  Important

  • Once your Retail POS and Shopify accounts are connected, Retail POS becomes the system of record.
  • You should manage your product catalogue, pricing, and inventory information in Retail POS to ensure everything stays accurate and up-to-date.
  • Shopify feeds important information back to Retail POS, such as online sales, new customer or existing customer information associated with a sale, and inventory from a sale to keep stock levels in sync.
  • Please click the following link for more on how to use the Shopify integration!

Setting up

  Tip

We recommend doing this after hours! You will need to map your Retail POS Outlets to Shopify locations, which will re-sync your inventory to Shopify. This can take time and your inventory may not be 100% accurate while processing.

1. Shopify locations needs to be enabled within Shopify before you begin the set-up steps below.

Navigate Settings > Locations. Click Enable inventory at locations and follow the prompts. You can ignore the Shopify warning for quantities being set to 0 as Retail POS will sync inventory over once you've completed the process below.

If your store location(s) is already displayed, you can skip to step 2.

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2. To enable multi-location inventory syncing within pre-existing Shopify integrations, you must first update your Retail POS app permissions.

To do this, navigate Setup > Apps > Shopify. Click Get started on the banner below and follow the prompts.

If the banner is not displayed in this section or you have not yet integrated with Shopify, skip to step 3.

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3. Find Shopify.

  • If you have already set up Shopify, click the blue pencil icon button on the right.
  • If you have not linked your Shopify store to your Retail POS store yet, click the Connect to Lightspeed Retail button in the Shopify panel to get started.

4. In your Retail POS settings page for Shopify, you will see a section titled Sync outlets & inventory. In this section, select which outlets you wish to connect to Shopify. Then, select which Shopify location you want to map inventory to.Shopify-Apps-Page.png

  Note

The inventory of the outlet linked with the register you have chosen for your Shopify orders will always be included by default.

5. Click Save and head to your Shopify store.

Your inventory from these outlets will be combined and displayed on the relevant products in your Shopify store!

  Note

If you are making updates to the fulfillment statuses to orders in Shopify, these updated statuses will only be reflected to orders in Retail POS if the setting in the Automatic updates section is enabled (Setup > Apps > Click the Shopify pencil icon). If this setting is disabled, then any changes to the fulfillment statuses in Shopify will not sync over.

How is the inventory deducted?

Inventory will now be deducted in the following ways:

  • Shopify to Retail POS: Shopify selects which location will fulfill online orders based on a combination of your fulfillment priority set up in Shopify, and which locations have shipping rates and are set to fulfill. The initial location selected by Shopify will then deduct inventory from the corresponding Retail POS outlet. Please refer to Shopify's how locations are selected for fulfillment guide for further details. 
    • If you offer click & collect, inventory will be deducted from the location that the shopper has selected during checkout.
  • Retail POS to Shopify: When selling within Retail POS, inventory will also be deducted from the outlets corresponding Shopify location.
  • Sale assignment: As mentioned above, the inventory will be deducted from the corresponding outlets in Retail POS, but the sale will still be assigned to the register that you've selected as your Shopify register.

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