How Does The App Fit In?
App focuses only on order fulfillment data management. This means that it
- extracts your order information from your shop and puts it into a format that can be uploaded into KerryESG systems hourly
- checks and syncs your orders between Shopify and KerryESG
- updates your shop orders with tracking information daily
Progress and additional information on these three points can be seen the sync log in the app (http://fulfillmentapp.eservicesgroup.com/). Any orders that cannot be exported will also show in the Invalid Orders section of the app (if there are any invalid orders, details will be listed above the Sync Log).
For product and inventory management, these can be managed in the KerryESG Dispatcher Management portal.
Points to take into consideration:
- Only orders that are in status "Paid" and "Unfulfilled" will be synced to KerryESG system
- Orders cancelled, refunded, partially refunded or disputed on Shopify after being synced to KerryESG system will be fulfilled as normal
- If you need to cancel an order, this needs to be managed in KerryESG Dispatcher Management portal, the App will not sync new statuses of said order once synced
Installing the App
Navigate to http://fulfillmentapp.eservicesgroup.com, enter your Shopify merchant account name (your-shop-name.myshopify.com/admin) for which orders will be exported for KerryESG to carry out fulfillment, and click on Log in”. This will redirect your browser to the login page for your Shopify store if not already logged on.
When logged in, the Install KerryESG Global Fulfillment page will show for the app. Click on “Install App”:
Enter your Merchant ID (provided by your KerryESG account manager), and click “Next”:
Select the timezone to be shown in the app, and click “Next”:
Shipping Methods will extract and show all your Shipping service names; for each one, choose the corresponding KerryESG shipping service to be used from the dropdown, and click “Next”:
Select Incoterm Preferences according to what is being offered to your customers, you will have the option of offering DDP (Delivery Duties Paid) or DDU (Delivery Duties Unpaid) according to the country or value of the order.
From the Orders FTP Credentials (provided by your KerryESG account manager), enter the username (eg. “merchant”_import, corresponding password and your Dispatcher Management Username (eg. ext-“merchantId”-main), and click “Next”:
Enter your htaccess user name (same as your Merchant ID) and corresponding password (provided by your KerryESG account manager) for Dispatch Feed Credentials, choose whether or not to Trigger Shopify Shipping Notifications (https://your-shop-name.myshopify.com/admin/settings/notifications), and click “Next”:
Select the export options for the orders that the app will export.
| a. | By country: | i. “Include orders going to all countries” | • this will export all orders from the store, regardless of any delivery country; |
| ii. “Include only orders going to specified countries” | • orders will only be exported for the defined delivery countries listed under the “Include/Exclude country list”; | ||
| iii. “Exclude only orders going to specified countries” | • orders exported will exclude those defined delivery countries listed under the “Include/Exclude country list” | ||
| b. | Order pick up strategy: | i. If you wish to have only certain products exported for fulfillment by KerryESG, tick "only pick up orders that are manually requested for shipping" (https://your-shop-name.myshopify.com/admin/settings/shipping/fulfillment_dropshipping) otherwise "Auto pick up" will auto sync all accepted fulfillment orders. | • you will need to manually click "request fulfillment" if you have select the second option |
And click “Complete” to save the app settings!
The app will refresh to the app’s mainpage at http://fulfillmentapp.eservicesgroup.com. The app does not need to be opened to run, but will run in the background in your shop; the app pages can be closed at any time.
Accessing the App
Whenever you need to access the app, it can be accessed from within your shop once it has been installed.
Once logged into your Shopify account, click on Apps:
And then on Installed:
Click on the app to open it in a new browser page:
Sync Log
The Sync Log will help provide visibility on the fulfillment of your orders. Use this to check that your orders are being exported and if there are any order errors that need to be addressed.
The app automatically retrieves orders from Shopify and generates export files that can be seen in the Sync Log:
| a. | Orders | number of orders contained in each file | |
| b. | csv | name of export file | |
| c. | Status | sync progress of the file | • Uploaded (exported file waiting to be processed by KerryESG server) • Synced (orders have been uploaded into KerryESG systems) |
| d. | Dispatched | number of order dispatched to date | |
| e. | When | date and time when the file was exported |
Clicking on “Download” will download the csv file to your default download folder; the csv can be opened to view the data extracted.
Clicking on the name of each csv file will offer an expanded view for that particular csv file that lists additional information for each order contained within each file:
| a. | Number | your order number reference | |
| b. | ID | Shopify’s long order ID | |
| c. | Status | sync progress of the order | |
| d. | Dispatch Info | dispatch progress of the order | • waiting for dispatch (no tracking yet available) • otherwise courier name, tracking number (along with AfterShip link) and dispatch date are provided. |
Invalid Orders
If there are any data issues with the delivery information provided for an order, the order will not be exported. Details can be seen in the Invalid Orders section which will appear above the Sync Log:
| a. | Number | your order number reference |
| b. | ID | Shopify’s long order ID |
| c. | Date | last date/time when there was an export attempt for the order |
Clicking on the space between the Number and ID for each order will offer an expanded view for that particular order; the expanded view lists the data error information for the order, and in certain post-processing cases (eg. issues with language characters), the last known corresponding csv file will be indicated:
Clicking on the long ID will open that order’s details in your Shopify store. The Shopify admin allows the shipping information for each order to be manually edited; once amended, the app will check through the order the next it runs:
