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If you have been raising purchase orders in Shopify, you can bring them into Stockful in a few clicks. Stockful only reads them: nothing in Shopify is created, edited or received.

Running the import

  1. Open Purchase orders, then More actions > Import from Shopify (or the button on the banner at the top of the list).
  2. Click Import purchase orders. The first time, Shopify asks you to allow Stockful to read purchase orders. Allow it and Stockful starts reading straight away.
  3. When reading finishes, the review opens. Every purchase order is listed with the supplier, destination, the status it will have in Stockful, how many of its lines matched, and its total.
  4. Tick the orders you want and click Import. A banner on the purchase orders list shows progress, then a summary.
Orders you leave unticked are remembered and stay unticked next time. Run the import again whenever you like: orders already imported are listed as Already imported and are never brought in twice.

How orders come across

  • Draft in Shopify becomes a Draft in Stockful.
  • Ordered in Shopify, with nothing shipped yet, becomes Ordered. You receive it in Stockful from then on.
  • Archived, or fully received through its transfer, becomes Closed with a receipt, so it counts in your purchasing history and cost reports.
  • Each order gets the next Stockful purchase order number. The Shopify name (for example #PO6) is kept as the order’s reference.
  • Imported orders show the Shopify logo next to their number on the list, and the Source filter has a Shopify option.

Orders that wait

An order whose stock is on its way, or has only been partly received, is listed but cannot be ticked yet. Finish receiving it in Shopify, then run the import again and it comes across as Closed. An order going to a location Stockful does not track is also listed and skipped. Orders with no destination import without one, and you can set it in Stockful.

Suppliers

Shopify keeps only the supplier’s name on a purchase order. Stockful matches it to an existing supplier with the same name, or creates a new one with that name and the order’s currency. Add contact details, payment terms and lead time on the supplier afterwards.

Lines

Lines are matched to your products exactly. A line for a product Stockful does not track is left out, and named in the order’s internal note.

What does not come across

Shopify does not share these, so they are not imported:
  • Expected arrival dates
  • Notes, tags and reference numbers
  • Cost adjustments such as shipping or duty (order totals in Stockful can be lower than in Shopify because of this)
  • Supplier contact details

After importing

Archive the imported orders in Shopify. Stockful does not change them there, so leaving them open risks receiving the same stock twice.