1. Create a folder on your Shortcuts server computer, in the Local Disk (C:) drive. This folder must be called"shopifyexport" (all one word, no spaces.)

2. Download the following ShopifyExport.zip to your Desktop. Right click on it and select Extract All...

Files should be extracted to the C:\shopifyexport folder.

*Alternative download link: http://download.shortcuts.net/Shopify/shopifyexport.zip

3. Right click on the ExportProductsForShopify.bat file in the folder and choose Run as administrator andAllow.

4. A ShortcutsProductExportForShopify.CSV file will be created in the same folder you ran the .bat file from. 1

Setting up a Shopify Store from Shortcuts Stock

Before you start:

1. Take Inventory so your levels are imported into Shopify accurately.

2. Ensure your product names / prices / descriptions in Shortcuts are correct before exporting.

3. Ensure your professional stock are not ticked as retail otherwise they will be exported.

In Shortcuts:

2 SETTING UP A SHOPIFY STORE FROM SHORTCUTS STOCK

In Shopify:

1. Browse to your Shopify store admin page.

2. Go to Products > All Products.

3. Click Import.

4. Click Add File.

3

5. Locate the ShortcutsProductExportForShopify.CSV file to import > Select the file > Click Open.*This file is located in the shopifyexport folder you created at the beginning

6. Click Upload and continue.

To edit your products:

1. Go to Products > All Products.

4 SETTING UP A SHOPIFY STORE FROM SHORTCUTS STOCK

2. Select the products you want to edit. You can use filter options in this screen to narrow down your selection.

3. Click Edit Products.

4. The Bulk Editor will load allowing you to easily modify the products you selected to edit.

5. Make sure you click “Add Fields” to show the extra fields you may want to modify.

5

Suggested edits:

• Products by default are imported as “Unpublished”, you will need to “Publish” each product before it can besold online.

• Add in the weight of your products if you want your shipping rates to be calculated by Shopify.

• Change “Requires Shopping” for your products if you do not plan on shipping them to clients.

Things to consider:

• The export from Shortcuts will include all active and retail products, no professional products.

• All products are imported into Shopify as “Unpublished”. You will need to publish the products for them to be available for sale.

• All products are imported as “Shippable”, meaning they are allowed to be shipped to clients. If you are only running a “Click & collect” store you will need to untick this option for each product in Shopfiy.

• Product levels will be imported and monitored by Shopify (separate to Shortcuts).

• If a products level reaches 0 in Shopify it will deny any further sales until you update the stock levels in Shopify.

• If you haven’t configured an “RRP” in Shortcuts we will set the RRP to your current “Sell Price” for the product.

SETTING UP A SHOPIFY STORE FROM SHORTCUTS STOCK

Processing a Shopify order in

Shortcuts

You sold product... now what?

Once you have received an email that a client has purchased a product in Shopify, you will need to process that sale in the Point of Sale.

1. Create a new payment type for the transaction. To setup a new Payment Type, go to the Navigation bar,click Setup > Configuration.

In Shortcuts:

6 PROCESS A SHOPIFY ORDER IN SHORTCUTS

2. On the left side of the screen you will see the Configuration Bar. Click Payment Types

3. You will now see the Payment Type Setup Screen. Click New > type "Shopify" in the Payment Type Name window.

7PROCESS A SHOPIFY ORDER IN SHORTCUTS

4. Click Done and Save > Done > Done. This will save the payment type and take you back to the Appointment screen.

1. In the Point of Sale, ring up the purchased product indicated in the Shopify email.

2. Be sure to specify the client!

*In the example below, the products sold were a Shampoo & Conditioner and the client is Jenna Jones

Process a transaction:

8 PROCESS A SHOPIFY ORDER IN SHORTCUTS

3. Choose the Custom Payment Type button located next to the Credit Card Payment Type button.

4. The Other Payment Type menu will appear. Select Shopify as the payment type

5. Verify the total amount and click End Sale

You have now completed the transaction. This sale will now show under the transaction list , the client history, and all corresponding reports!

If you have questions or would like Shortcuts to pull your product lists for you, please contact us at:

866 678 7324 or customercareusa@shortcuts.net

www.shortcuts.net866 678 7324