Onboarding Guide for Shopify Suppliers – Withjoy

The content provided in this section is intended for users who wish to create a partnership with Joy using a Shopify integration. With this integration, users will fulfill orders and send inventory through their Shopify portal.

Introduction

Shopify integrations are a great way to direct live orders to one central location and source inventory into Logicbroker. Read through the following information to see how to each module works with Shopify. For more information, see our Shopify (Supplier Flow) documentation.

Orders: Orders will appear in Logicbroker and will be sent into the supplier’s Shopify account. In Shopify, all Joy orders sent from Logicbroker will include a 'Joy' tag so suppliers can easily filter orders within Shopify.
Acknowledgments: All orders will be automatically acknowledged. If the supplier needs to cancel an order, they must do so from the Logicbroker portal
Shipments: Suppliers will ship orders directly from Shopify by either creating a label or fulfilling it manually. Shipments are pulled into Logicbroker every hour at 5 minutes past the hour.
Invoices: Logicbroker will auto-invoice all shipped items once a successful shipment is processed.
Inventory: Inventory is established in Shopify. Logicbroker pulls inventory every hour at 30 minutes past the hour to send to Joy.
Packing Slips: Suppliers can either download packing slips directly from Logicbroker – this can also be done in bulk or they can download Logicbroker-generated packing slips as a PDF off the order in Shopify (each order will have the packing slip as a PDF link in the notes section).
Connect to Joy's UPS Carrier Account to Shopify: Suppliers can connect Joy's UPS carrier account in Shopify by going to Settings > Shipping and delivery > Carrier accounts > Connect account. For more information, see Activating third-party carrier-calculated shipping.

Step 1: Account Creation

Joy will send you a kickoff email with an introduction to Logicbroker and an overview of the onboarding process
Complete the Connection form - we'll use this information to setup your connection to Joy
Connection Form
Complete the Onboarding form - Joy will send you an Onboarding invitation with the Subject Line: "You have been invited to connect with Joy". If you don't see the email, check your spam/junk folder and add do-not-reply@logicbroker.com to your contact list.
If you are already working with another partner through Logicbroker, select the Already using Logicbroker option - not doing so will create a duplicate account and may delay onboarding and cause production-related issues. If this is your first time working with Logicbroker, select New to Logicbroker.
- "Welcome to Logicbroker!" - this invitation allows you to create a user account to the Logicbroker platform. The invitation expires in 7 days. If it expires, reach out to Joy to resend a user invitation. Go to Manage Users to send user invites to your teammates.
- "Connection with Joy is ready for testing" - this email will take you to our Stage portal - this is where you will complete onboarding steps before getting access to the Production portal.
  Once we have all your account and connection details, we will work on setting up your account and reach out with 2 emails:
From the Dashboard, you will see all Onboarding steps along with helpful resources and retailer-specific communication.

Step 2: Account Setup

Once we have both the supplier's Connection and Onboarding forms, we will work on setting up your account and reach back out once you can move forward with onboarding.

Step 3: Connect to Shopify

From the stage portal, go to Settings > Connections > Connect to a new system > Shopify
Add in your Shopify Store Name - don't include https:// or .myshopify
Logicbroker will pull inventory from all locations by default. To configure a single location instead, add in a Shopify Location ID

Step 4: Set up Payment Terms

To process invoices in Logicbroker, you’ll need to set up Payment Terms.

In the Logicbroker portal, navigate to Settings > Account Information > Payment Terms
Enter in your Payment Terms in the Default Payments box or in the Partner Specific Payments Terms box if working with more than 1 partner
Save

Step 5: Turn on Auto-Invoicing

Joy requires invoices for all shipped items. Suppliers can either manually create invoices through Logicbroker or have Logicbroker automatically create invoices for all shipped items. To turn on auto-invoicing, from the stage portal, go to Settings > Account Information > Shipment Settings > toggle on Create Invoice from Shipment > Save

Step 6: Upload Product Feed

Download the Joy Product Feed Template.xlsx file attached at the bottom of this article
Review Joy’s specifications on the Key sheet
Fill out the required fields in the Upload Template sheet
Save a Copy of the Upload Template sheet in its own file
- Right click on the Upload Template tab > select Move or Copy
- Select (new book) from the dropdown and make sure to check Create a Copy *The file must be ONE tab and not a multi-tabbed
- Name and save your template as a .CSV or .XLSX file
In the Logicbroker portal, navigate to Products > Product Feeds
In the Partner dropdown select Joy
Click into the Upload box and select your saved file
The file will automatically be uploaded and sent to the retailer
Under Feeds > review the status of your upload. If you see Pending or Complete, you have successfully shared your product content! If you see Failed, Download the report to see your errors. You can filter to the items with errors on the last column in the downloaded report. Fix the errors and repeat the upload process.
Joy will review the Product Feed in stage and approve it. They will reach out to you if there are any issues and if any files need to be fixed.

Step 7: Pull Inventory into Logicbroker

Once you have established your Shopify connection, you'll need to get your inventory into Logicbroker. Logicbroker will automatically pull in inventory (that is active and has a SKU) every hour at 30 minutes past the hour. If you do not see it in Logicbroker, you can run the job manually:

From the stage portal, go to Settings > Scheduled Tasks > Get Inventory > Go Faster
Once the button turns from gray to black, go to Products > Inventory Feeds > Partner = Joy
Under Events, search for Inventory Imported

Step 8: Complete Test Cases

From the stage portal, go to Testing > locate Joy > View
Review testing requirements for all test orders and click on Create a New Test Order
Within a few minutes, the orders will be sent to your Shopify account
In Shopify, go to Orders > look for the test orders
Process each order according to the testing scenario:
- Test Case 1: Create a label or fulfill the order in Shopify (Logicbroker will automatically create an acceptance acknowledgment and an invoice)
- Test Case 2: Create a label or fulfill the order in Shopify (Logicbroker will automatically create an acceptance acknowledgment and an invoice)
- Test Case 3: Create a partial cancellation acknowledgment in Logicbroker and create a label or fulfill the order in Shopify for the remaining item (Logicbroker will automatically create an invoice)

If you are not seeing shipments being created in the portal, you can run the job faster from Logicbroker to pull in those shipments into our system by going to Settings > Scheduled Tasks > Get Shipments > Go Faster.

Note: Orders may fail if the product on the test case has a duplicate Variant SKU in Shopify. To fix this, either:

Create a new test order and enter in a Supplier SKU and Partner SKU that does not have a duplicate Variant SKU in Shopify (Partner SKU is provided by Joy and can be found from the Inventory Search page)

or
Click into the order and manually change the SKU and Partner SKU under Order Items and click Save Changes

Step 9: Go live

Once you have completed the onboarding steps, from the Dashboard, click on Request to go live
Joy will review your onboarding tasks and either:
- Reject your request - you will receive an email notification letting you know why it was rejected and you'll have the option to take action
- Approve your request and push your account live - you will receive an email notification with the Subject Line"[Supplier] connection with Joy is live"

Step 10: Production configurations

Once in production, you will need to complete a few steps to ensure you are ready to start processing orders:

Delete your Shopify connection in stage: from the stage portal, go to Settings > Connections > Shopify > delete your info > Save
Add your Shopify connection in production: from the production portal, go to Settings > Connections > Connect to a new system > Shopify > add in your Store Name and Location ID (optional)
Configure Payment Terms in production: see Step 4
Turn on Auto-Invoicing: see Step 5
Upload a live Product Feed: see Step 6
Make sure Inventory is imported from Shopify: see Step 7

Joy Product Feed Template (6).xlsx
50 KB Download