This tab lists all your products that HandiFox knows about. This includes products that exist in HandiFox, Shopify, or QuickBooks (if it is connected).
After setting up the integration with Shopify, this list will contain all products that were in Shopify at that moment. To load newly created Shopify products, you can click Load From Shopify.
The Status column shows whether an item has been mapped with any product in Shopify, or vice versa.
Unless you've chosen otherwise in the settings, new HandiFox items will be automatically created for all Shopify products, and their status will be "Listed". If a product exists in Shopify but not in HandiFox, its status will be "Not Listed in HandiFox". If a product exists in HandiFox but not in Shopify, its status will be "Not Listed in Shopify" (this would also include products coming from QuickBooks).
For HandiFox to be able to process a Shopify order, all products on this order must be mapped with HandiFox products (i.e. have the "Listed" status).
You can click on any list entry to view details about a given product and control its mapping to the corresponding Shopify product record.
If a product is listed in both HandiFox and Shopify, the product view will show its details and give you the option to Unmap it from its Shopify counterpart. The two product records can then be mapped to different products.
If the product you clicked exists only in Shopify but not in
HandiFox (i.e. has the status "Not Listed in HandiFox"), you will be
able to choose whether to create a new product in HandiFox automatically, or to map this product to one of the existing HandiFox items (that item must not be already mapped with any other product).
For every order its fulfillment status and payment status is displayed, and you can filter the list by one or the other.
You can use the checkboxes in the leftmost column to mark multiple products on the list and apply Bulk Actions to them, such as marking the orders as fulfilled.
You can click Print in any line of the list to print the given order.
If this category is showing a number next to its title, there are some orders that could not be loaded. You can switch to the Not Loaded category and review the issues with every order.
Click Show Details to list all found problems with a specific order. You can also click Details for further information on the issue and ways for solving it.
Once all problems have been solved for at least one order from this list, you can try to Load Orders with Issues Again.
Once successfully loaded into HandiFox, orders from Shopify can be processed in the HandiFox Online mobile app in the same manner as all other sales orders. See Sales Orders and Picking and Packing for more information.
After an order has been picked and packed in HandiFox, it will be marked as fulfilled in Shopify.
Setting Name |
Available Options |
Description |
Import Shopify Order when it is... |
|
Defines when a new order from Shopify gets loaded into HandiFox. |
Default Customer, if empty |
Any of HandiFox/QuickBooks customers |
The customer that will be used by default for orders coming in from Shopify with no customer specified. |
Default HandiFox Location for Orders |
Any of HandiFox inventory sites |
The site that new Shopify orders will be associated with. |
Cash payment method |
Any payment method that exists in HandiFox/QuickBooks |
The payment method that corresponds to Shopify's Cash payment method |
Credit card payment method |
Any payment method that exists in HandiFox/QuickBooks |
The payment method that corresponds to Shopify's Credit Card payment method |
For unrecognized items in Shopify... |
|
What HandiFox should do when it encounters an unfamiliar product in Shopify and there is no product found in HandiFox with a matching name. If the second option is selected, you will be able to define the matching product on the HandiFox side on the Products tab. |
For unrecognized items in Shopify... |
|
What HandiFox should do with its products that don't exist in Shopify and there is no product found in Shopify with a matching name. If the second option is selected, you will be able to define the matching product on the Shopify side on the Products tab. |
Default asset account for the items |
Depends on accounts that exist in HandiFox/QuickBooks |
Defines the asset account that HandiFox will use for Shopify products. |
Default income account for the items |
Depends on accounts that exist in HandiFox/QuickBooks |
Defines the income account that HandiFox will use for Shopify products. |
Default expense account for the items |
Depends on accounts that exist in HandiFox/QuickBooks |
Defines the expense account that HandiFox will use for Shopify products. |
Some of the products may have titles longer than 100 characters, which isn't allowed. In such cases: |
|
Defines how HandiFox will treat Shopify products with excessively long names if it was set to automatically create unrecognized items from Shopify. If the second option is selected, you will be able to resolve such conflicts individually on the Products tab. |
In this section of the settings you can define tax codes that will be applied to sales order processed at every listed location.
To add a new tax location, click Add Place, then select a country, enter the State and the City and click Add.
Ideally, you should add a location for every state and city where your company has presence, and set appropriate tax codes for them.
After that, if a Shopify order has delivery state that matches
one of your locations, the corresponding tax codes will be applied to
it. Otherwise, the Default Items Tax and Default Shipping Tax will be used.