Below you will find the steps for launching with Shopify:

Step 1 - Getting Items Web Ready

Before you can begin, you will need to take the time to get your items web ready.  This means the item should have one or more quality pictures on the item’s General tab and the Web Title and Web Description should be filled out on the Website tab.  

The process of getting items web ready can be labor intensive depending on how you have been utilizing the software previously.  It is likely there will be a lot of initial work and then, going forward on new merchandise, you can have procedures in place to ensure the Website tab is being filled out as part of inventory entry.

The Edge does let you determine which items get uploaded to Shopify.  There are category and vendor filters that can be used to exclude items.  Every item record also features a ‘Never Upload’ flag that can be set.  

If you have a significant amount of work and no items ready, you may consider flagging your entire inventory as ‘Never Upload’ and then, as part of your workflow, when the item is officially web-ready you can uncheck the box. 

It is not necessary to have your entire inventory web ready before moving forward to the next step, but you should have a plan in place.

Step 2 - Integration Setup

We schedule an appointment with you to set up the integration.  These setups are only done via scheduled appointment.

Once the integration is setup, we typically will complete your first full upload.  Thereafter, the automatic synchronization is activated at an interval of your choosing (default: every 15 minutes).

If you prefer, there is also the option to leave the auto-sync off and manually perform synchronizations so you can actively monitor what data is being sent back and forth in a more controlled manner.

Step 3 - Customers/Web Sales

For stores that have chosen to also synchronize customers and web sales, this setup is completed last.  Typically, we want to ensure that the inventory sync is working before turning this feature on and that you are happy with the way product is flowing back and forth.

Note that web sales require a web store license and a dedicated workstation to process the downloaded sales.  Web sales are not automatically imported, but rather downloaded into a queue for processing at POS.