Answer: For automating your Shopify processes, PlentyONE provides a range of predefined event actions. Here is an overview of the main actions and what they do:
- Send shipping confirmation to Shopify: Transfers shipping details and tracking information to Shopify as soon as the order is processed in PlentyONE.
- Send return to Shopify: This event action can only be executed after the order has been fulfilled in Shopify. This event action checks all items present in the return order in PlentyONE and sends the item list to Shopify. A refund can include all or only part of the original order items. If all items are present, the shipping costs are fully refunded. If not all items are present, no shipping costs are refunded. Shopify automatically calculates the refund amounts and refund transactions.
- Send cancellation notification to Shopify: This event action assumes that the order is fully cancelled before the items leave the warehouse. This action only works before the order is fulfilled in Shopify. The event action sends a cancellation command for all order items. The shipping costs are also fully refunded. Shopify automatically calculates the refund amounts and refund transactions. Items are restocked in Shopify.
- Archive Shopify order: Closes the order in Shopify, which archives it as "completed" in the order list.
- Send credit note to Shopify: This event action works for orders that have been paid by the customer and have not yet been fully refunded. It can be used to refund part of the customer's money without requiring the items to be returned. A typical scenario would be to give the customer a partial refund as a discount because the delivery was delayed or the items were slightly damaged on delivery, but the customer wants to keep them. The stock of the items included in the order is not adjusted. We send Shopify the instruction to refund the amount listed as a credit note in PlentyONE. We inform Shopify that the amount of shipping costs listed on the credit note in PlentyONE should be refunded. This event action fails if the amount is greater than the original transaction.
- Send refund/cancellation to Shopify: This event action works for orders that have been paid by the customer and have not yet been fully refunded. It can be used to remove items from an order, either by cancelling items before the order is fulfilled or by returning items afterwards. The items included in the PlentyONE order that triggers the event are restocked. We send the instruction to Shopify to refund the amount listed on the PlentyONE order. We inform Shopify that the amount of shipping costs listed on the PlentyONE order should be refunded. This event action fails if the amount is greater than the original transaction.
- Send refund/cancellation to Shopify without stock increase: Does the same as the previous action, but without restocking in Shopify (e.g., for cancellation due to missing goods).
- Save PlentyONE order ID in Shopify: Adds the internal PlentyONE order ID as a note to the Shopify order to facilitate matching.
- Import order tags from Shopify: This event action can be used by sellers who want to import the order tags from Shopify into corresponding order tags in PlentyONE. Since creating or updating order tags in PlentyONE is very complex, this process takes a lot of time.
- Send manually added payment to Shopify: Synchronises a manually recorded payment in PlentyONE with the corresponding Shopify order.
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