If you want certain Shopify payment types to be assigned to a specific payment method in PlentyONE, you can use the Payment methods mapping assistant.Step-by-step instructionsNavigate to: Setup » Assistants » Omni-Channel.Click on the Payment methods mapping assistant.Select your Shopify account and click Next.Enter the Shopify Order ID (you can find this at the end of the URL in the Shopify backend).Optional: Enter the Shopify Transaction ID for even more precise assignment.The recognised Shopify payment method will be displayed. Click Next.Select the desired PlentyONE payment method that should correspond to this assignment.Check the summary and click Finalize.

By default, PlentyONE attempts to automatically detect the payment methods of your Shopify orders.Automatic detectionThe following payment methods are detected without manual configuration:PayPalAmazonPayPrepaymentSpecial case: Shopify Direct CheckoutIf an order in Shopify consists of two transactions (e.g. part payment with voucher), the first transaction determines the assignment. If this first transaction does not belong to the automatically detected methods listed above, the order is imported with the payment method Shopify Direct Checkout.Example:Transaction: gift_card (voucher)Transaction: PayPal-> Result: The order is imported as Shopify Direct Checkout because the voucher comes first.

This is related to the requirements of the General Data Protection Regulation (GDPR) and the way the authenticity of customer data is transmitted from Shopify to PlentyONE. The system follows a clear logic to ensure data integrity:A regular contact is created/used when......Shopify can guarantee the uniqueness of the customer via a unique technical ID. In this case, a full customer account is created in PlentyONE. For subsequent orders from this customer, the new order is simply assigned to the already existing account.A guest contact is created when......Shopify cannot guarantee authenticity. Even if contact details such as name and address are identical to a previous order, for security and data protection reasons, a separate guest contact is created for this specific order.Tip: If needed, you can manually convert these guest accounts into regular contacts in your PlentyONE system afterwards to merge the data.

Here is a practical example of how to set up an event action that automatically imports the tags from Shopify for every new order.Open the menu Setup > Orders > Events.Create a new event action by clicking on Add Action.Select event: Choose as the triggering event Order creation: New order.Set filters (recommended): To ensure the action only runs for Shopify orders, add these filters:Filter 1: Select Order > Origin and then Shopify.Filter 2: Select Order > Order type and then Order.Add action: Under the category Plugin, select the action Shopify App: Import order tags from Shopify.Save the configuration.From now on, this action will be automatically executed for every new order from your Shopify store. You can apply this principle to all other available Shopify actions and adapt it to your workflows. 

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 co...

You can fully automate many routine tasks between PlentyONE and Shopify by setting up so-called event actions.The principle behind this is simple: you specify that a certain event in PlentyONE (e.g. "Order has been shipped" or "Return has been created") automatically triggers a suitable action in Shopify (e.g. "Notify customer of shipment" or "Initiate refund").You can find everything you need for this in your PlentyONE system under the menu Setup > Orders > Events. The specific actions for Shopify can be found when creating an action in the folder Plugins.

You control the Shopify option "Continue selling when out of stock" directly from PlentyONE. The setting "Stock restriction" on the respective variant in PlentyONE is responsible for this.This is how the assignment works:If you want to ALLOW selling at zero stock (overselling ON):Select the stock restriction "None" or "Do not maintain stock balance for this variant" in PlentyONE.If you want to STOP selling at zero stock (overselling OFF):Select the stock restriction "Based on net stock" (net stock level) in PlentyONE.

The price displayed in your Shopify store is determined by a "sales price" in PlentyONE. For this to work, you need to explicitly activate the channel (the "order origin") Shopify in the configuration of a sales price.With sales prices, you can specify that an item has different prices on various channels (e.g. Shopify, Amazon).How to activate a sales price for Shopify:Open the menu PlentyONE > Setup > Items > Sales Prices.Select the sales price you want to use for Shopify and open it.Important: Make sure this sales price uses your system's default currency.Switch to the Settings tab.Tick the box to activate the origin Shopify.Save your settings.From now on, the price you assign to your items for this sales price is the price that will be transferred to your Shopify store.Note: If you have more than one price active for Shopify, only the first read price will be synchronised, which has the smallest ID from the price list that is active for the referrer Shopify and the client through which the affected Shopify connection is linked. 

You need to activate the order source for Shopify in your PlentyONE system to ensure that all imported orders are automatically assigned to the correct sales channel. This is important for your reports and further order processing.Here is how to activate the order source:Open the PlentyONE menu Setup > Orders > Order Source.Click on Search to display the list of all sources.Find the entry Shopify in the list and click on the Edit icon in this row.A new window will open. Activate the option Visible in selection here.Click Save to apply the setting.The order source for Shopify is now correctly set up.

If you want to remove a manually created link between a Shopify and a PlentyONE payment method, you can also do this via the "Payment Method Assignment" assistant.How to delete an existing assignment:Open the menu Setup > Assistants > Omni-Channel in PlentyONE.Start the Payment Method Assignment assistant.Go directly to the step Delete Payment Method Assignments.Note: This step is only visible if manual assignments already exist.Tick all assignments you want to remove.Proceed through the assistant to the end without selecting a new order, and click Finish. The selected assignments will then be deleted.

Your PlentyONE system automatically recognises some common payment methods such as PayPal or AmazonPay when importing Shopify orders.However, if a payment method used in Shopify is not automatically recognised (e.g. when paying with a gift voucher), PlentyONE assigns the default payment method "Shopify Direct Checkout" to the order.To correct this and permanently assign an unrecognised Shopify payment method to a specific payment method in PlentyONE, use the "Payment Method Mapping" wizard.How to create a new mapping:Have a Shopify order ID ready that was paid with the payment method to be assigned. You can find the ID at the end of the URL when you open the order in your Shopify backend.In PlentyONE, open the menu Setup > Wizards > Omni-Channel.Start the Payment Method Mapping wizard.Enter the Shopify order ID. The wizard will now recognise the associated Shopify payment method.In the next step, select the desired PlentyONE payment method to which this should be assigned.Review the summary and click Finish to save the mapping. All...