Shopify Fulfillment as Split Invoices

Overview

Shopify Fulfillment as Fulfilled Invoices allows a single Shopify order to be fulfilled from multiple locations and imported into Xoro as separate invoices based on the fulfillment locations.

When items in a Shopify order are assigned to different fulfillment locations, Xoro creates a separate invoice for each fulfillment during import. The invoices retain the same Shopify order reference, while the Ship Store identifies the location associated with each fulfillment.

This allows each fulfillment to be invoiced separately in Xoro while maintaining its connection to the original Shopify order.

Workflow

Step 1: Before importing Shopify fulfillments as invoices, configure the required settings in the Shopify channel. Go to the Shopify channel and open Account Settings → Orders.

Step 2: In the Warehousing section of the Orders tab, select Invoices on the Invoices/Orders toggle to process Shopify orders as invoices in Xoro.

Step 3: Enable the Split orders setting. The Split Order Start Date field appears. Enter the date from which Shopify orders should be split. Only orders placed on or after the specified date are split.

Under Ship Store Location Mappings, configure the mapping between the Shopify Ship Store, Xoro Location, and corresponding Third Party Location.

Step 4: Go to the Products & Inventory tab in the Account Settings page. In the Inventory section, under Store Mapping, configure the Shopify stores with their corresponding Xoro locations.

For example, if the Brisbane Shopify store is mapped to HQ2, ensure that Brisbane is also mapped to HQ2 under Store Mapping.

Step 5: In the Advanced Settings section, enable Split orders to all available locations.

When enabled, Xoro can split the order quantity across the selected locations when the required quantity is not available at a single location.

Step 6: In Shopify, create an order containing the required items.

Step 7: In the Unfulfilled section, click the menu represented by the three horizontal dots and select Change location.

Step 8: Select the item you want to assign to a different fulfillment location and choose the required location from the Assign selected items to dropdown. Click Change location.

Step 9: Once the location is changed, Shopify separates the items into different fulfillment sections. Each fulfillment section displays the items assigned to its respective location.

Step 10: In the Xoro Shopify channel, go to Orders and import the Shopify order.

The Shopify order is processed based on its separate fulfillment locations and imported into Xoro as invoices instead of Sales Orders.

Step 11: After the import is completed, navigate to the Invoice Centre module in Xoro. Xoro creates separate invoices for the different Shopify fulfillments.

Step 12: Verify that the created invoices retain the same Ref Number, linking them to the original Shopify order. Each invoice reflects the Ship Store associated with its respective fulfillment.

In the Inventory Log tab of the invoice, you can review the Location associated with the fulfilled item. This allows you to verify the location from which the item was fulfilled.

• Inventory must be available at the respective mapped locations before importing the Shopify order.
• The locations used for fulfillment must be correctly configured in both Ship Store Location Mappings and Store Mapping.