Sync Shopify product catalog with ParagonERP

Inventory movement between Paragon and Shopify

Introduction

Your Shopify shop is on fire and your products are selling like hotcakes. Now you need to make sure that your shop shows the correct number of available units based on your inventory in Paragon. We'll walk you through this process here.

Import Shopify inventory numbers into Paragon

From any screen, click the settings button at the top right.


Click on Shopify, which is found under the add ons card.


In the Shopify setup screen, click the more actions arrow to see the import inventory button. 



Clicking on this button will open the inventory import modal and inform you that this action will replace the inventory in Paragon. Make sure to check the box choosing to overwrite your inventory and click the accept button to start the process.



Important disclaimer - this import will effectively overwrite your current inventory numbers in Paragon so that they match the ones in Shopify. This will be done through an inventory adjustment filed as an inventory import for your Shopify shop.

Confirm warehouse locations in Paragon are flagged as Shopify warehouses

In Paragon, navigate to the locations module and confirm that you have active locations set as Shopify locations:





Please note that all Shopify locations with different addresses should have unique names when using Paragon to help manage your inventory. This will ensure that the locations are always separate.

Push inventory to Shopify

From any screen, click the settings button at the top right.



Click on Shopify, which is found under the add ons card.


Set push inventory to Shopify to yes.



From here you can make adjustments to the inventory on any Shopify product and see those changes reflected in your shop. There are several ways to manipulate inventory units in Paragon:

Using the inventory module

If you add or remove stock for any Shopify warehouse location via the inventory module in Paragon, those changes will be reflected in the related location in your Shopify shop.

Using a reservation

When a Shopify order is imported by Paragon, a reservation is created from the order. It will reduce the number of units available to sell (ATS) in Paragon. The key here is that Shopify does not include a transaction like a reservation. The ATS numbers in the shop are reduced as soon as an order is placed. Therefore, the reservation is automatically created in Paragon to reflect that change in ATS. Paragon is not sending a change in ATS numbers to the shop in this scenario. Paragon is simply reserving the units so that everything matches between Paragon and Shopify.

For instance, Shopify shows us that we have 50 units ATS per item:

An unpaid order is placed for ten items.


Shopify reaches out to Paragon and a respective order and reservation are created. Our reservation automatically sets aside 10 of each unit:


When the reservation is issued in Paragon, the ATS in Paragon matches the quantity in Shopify. You now have 41 units ATS even though you still have 51 in stock:




Using a pick ticket or a packing slip

If you create a pick ticket or packing slip for a Shopify location and product, your inventory will stay the same while the number of units available to sell (ATS) will decrease accordingly.



Example of the Shopify log in Paragon:


Shopify inventory:


What's Next

Tracking inventory levels and available to sell units can be a very complicated but necessary task when running a business. Even more so when your business is using online shops to sell goods.  
Have a look at some other ways that Paragon can help with that: 


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