Stage 6: Review & test the Fulfillments process flow (Shopify to Virtualstock Supplier)

Introduction

In this stage you will access the [[Fulfillments]] Virtualstock >> Shopify process flow.

This flow assumes that the sales order is now in Shopify, and has been picked, packed, and shipped by the warehouse (with a tracking number). Now, Patchworks picks up any shipped or partially shipped orders from Shopify, sending tracking IDs and expected delivery dates to Virtualstock Supplier.

The process flow is pre-configured with all required settings, including any connector instances you defined as part of the installation stage. On this page, we guide you through recommended checks so you can ensure the flow meets your requirements.

The steps

Step 1 Select process flows > process from the left-hand navigation menu (or click here). Your process flow list is displayed - for example:

If you've used Patchworks before installing the Shopify & Virtualstock Supplier blueprint, you might see more process flows than the three shown here.

Step 2 Click the [[Fulfillments]] Virtualstock >> Shopify entry to open the process flow in edit mode.

Step 3 Access settings for the trigger shape and edit the default schedule to reflect the frequency at which you want this process flow to run:

The default, hourly schedule is recommended but if you change this setting, be sure to check the updated_at_min parameter in the connector shape to align with this (see next step). For guidance on defining trigger schedules, please see our Trigger shape page.

Step 4 Access settings for the first connector shape (Shopify) and update parameter values:

These are parameters associated with Shopify's Retrieve a list of orders endpoint - they determine which orders are retrieved.

To be retrieved, an order must match ALL defined parameters.

Click the edit icon associated with each parameter and set it as required. Default settings are:

Parameter Default setting

Parameter	Default setting
created_at_min	Retrieves any orders created in the last `10 days`.
updated_at_min	Retrieves any orders updated in the last `1 hour`. So, we are retrieving orders created in the last 10 days (see above) but ONLY if they have been updated in the last hour. This parameter is set on the basis that the process flow runs every hour - if you changed your schedule frequency in Step 3, you should update this value accordingly.
financial_status	Retrieves any orders with a financial status of `paid`.
status	Retrieves any orders with a status of `any`.
fullfillment_status	Retrieves any orders with a fulfillment status of `shipped,partial` (covering cases where complete orders are shipped and where partial orders have been shipped).

created_at_min

Retrieves any orders created in the last 10 days.

updated_at_min

Retrieves any orders updated in the last 1 hour. So, we are retrieving orders created in the last 10 days (see above) but ONLY if they have been updated in the last hour.

This parameter is set on the basis that the process flow runs every hour - if you changed your schedule frequency in Step 3, you should update this value accordingly.

financial_status

Retrieves any orders with a financial status of paid.

status

Retrieves any orders with a status of any.

fullfillment_status

Retrieves any orders with a fulfillment status of shipped,partial (covering cases where complete orders are shipped and where partial orders have been shipped).

Step 5 Access settings for the map shape and scan down the list to ensure that the default settings meet your requirements. Here we are mapping FROM Shopify TO Virtualstock Supplier.

Generally, default mappings do not need to be changed however, the following fields should be checked with particular care:

Field Notes

Field	Notes
`tracking_company` > `carrier`	This field mapping uses a cross-reference-lookup transform function to convert Shopify tracking company values to Virtualstock Supplier carrier values. Make sure that your Carrier Mapping cross-reference lookup table has been updated accordingly.
`supplier_dispatch_date`	No checks/changes are required but it's worth noting that the Virtualstock Supplier `supplier_dispatch_date` is set to the Shopify fulfillment `created_at date`.
`supplier_delivery_date`	The supplier delivery date is calculated using a custom dynamic date transform function. The default is `3 days` on from Shopify's fullfillment `created_at` date. If required, you can edit this transform function and change the number of days used for this calculation. For more information please see our Working with field transformations page.

tracking_company > carrier

This field mapping uses a cross-reference-lookup transform function to convert Shopify tracking company values to Virtualstock Supplier carrier values. Make sure that your Carrier Mapping cross-reference lookup table has been updated accordingly.

supplier_dispatch_date

No checks/changes are required but it's worth noting that the Virtualstock Supplier supplier_dispatch_date is set to the Shopify fulfillment created_at date.

supplier_delivery_date

The supplier delivery date is calculated using a custom dynamic date transform function. The default is 3 days on from Shopify's fullfillment created_at date. If required, you can edit this transform function and change the number of days used for this calculation.

For more information please see our Working with field transformations page.

It should not be necessary to map additional fields here.

Step 6 Access settings for the Virtualstock Supplier connector shape and double-check that the source instance is for a sandbox environment - for example:

Step 7 When you're satisfied that the flow is ready to test, click the initialise flow button from the actions bar:

The process flow should run and complete successfully. Check that the outcome is as expected in Shopify and in Virtualstock Supplier.

Step 8 Go to the next stage.

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Last updated 1 month ago