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Shopify POS

CSM for Shopify supports Shopify POS functionality

If you are using Shopify POS you can set up a dedicated sales channel for your POS Orders.  You must have the Shopify Point of Sales (POS) app. 

  • Open your Shopify sales channel
  • From the Related ribbon choose Setup Actions then choose Create POS Channel
  • In the first window of the wizard, choose the sales channel that you want to copy setup from. 
  • Toggle on Load Automations and click Next
  • In the second window of the wizard, toggle on all of the data you wish to copy from the previous sales channel to our new POS sales channel and click Next
  • In the third window of the wizard, verify the sales channel code and description, making sure they are unique enough to identify this new channel
  • Enter your Shopify POS location ID and click Next
    • To find your Shopify location ID, go to your Shopify sales channel, select Related > Setup > Inventory Locations
    • The Channel Inventory Location ID = the location ID found on the Shopify Admin portal by navigating to Locations in Settings.  

POS Transaction Flow

  • Set up your Shopify POS channels according to the instructions above
  • Register the transaction on the Shopify POS device > Checkout
  • Go to BC and run the Automation.  This action will pull into BC CSM Channel Orders list, the new order(s) just created through the Shopify POS app.
  • If your items in BC have different ‘Item ’ than the Shopify SKU, please either create the Item identifier, cross reference or ‘CSM Channel Listing’ (for how to create listings, please refer to the document CSM Listing Management for Shopify on our website help section) 
    • CSM automatically creates and posts a Sales Invoice for the CSM Channel Order
    • CSM automatically creates, posts, and applies a Payment for the CSM Channel Order if you have set up the payment method in BC to do so with a balancing G/L If that is not the case and you want to process the payment manually on Business Central (BC)
  • From the CSM Channel Order card, go to the ‘CSM Order Documents’ > Click on the ‘Payment’ you want to post and apply > click on ‘Manage’ > click on ‘Post Payment’. Posting a payment form the ‘CSM Order’ does two actions:
    • Creates a posted document for ‘Payment’ on the Customer ledger entries
    • Automatically applies the Payment towards the ‘Posted Sales Invoice’ of the ‘CSM Order’.
  • You can confirm this by clicking on the ‘Remaining Amount’ field of the ‘Invoice’ row of the ‘CSM Order Document’ FastTab.
  • After all Payments are either automatically or manually applied, the CSM Order’s ‘Outstanding SO Amount’ becomes zero.

CSM for Shopify supports multiple ways of payment. If for example a customer pays in cash and part in card, you will see reflected on the ‘CSM Order Documents’ the two corresponding payments.