Yes, but sales orders won’t be displayed. To see them, Inventory should be activated. To enable stock synchronization, Inventory Pro must be purchased.
No, product integration works only from Shopify to Holded, therefore any modification made in your products in Holded won’t be automatically reflected in Shopify.
Yes, stock integration is bidirectional meaning that any changes in the stock will be reflected in both platforms.
No, to identify your Shopify contacts Holded uses a Shopify ID (Customer ID).
In case you have an already created contact with a matching email, this will be duplicated. We suggest you delete the previously created contact and assign all the invoices to the one generated from your orders.
This solution only works if you set, in Sales Sync, to convert to Sales Order; under Product Sync, Don't sync my products; and in Stock synchronization, Do not synchronize stock
Once your integration is activated and your store is added, follow these steps:
- Place an order in Shopify with the products you need. For example, a product with two variants (a white and blue t-shirt) and a simple product (a pair of pants).
Make sure you have registered the products in Holded: in this example, and since Holded can only match the SKU of each variant of your e-commerce with the SKU of a single product with lots or serial numbers in Holded, you will have registered three simple products (one for each variant of the shirt, and another for the pants).
- Save the order and import it into Holded
- Locate your order in Holded in Inventory > Sales orders
- Open your order, and check that the products have been correctly linked
- Click on the order, and then on the button Send units
- In the pop-up panel, select the lots that interest you, click Serve pending, and Confirm (the stock of the corresponding batch will be discounted).