Order and Invoice Syncing
Fulfil orders seamlessly and streamline transaction processes between Haufe X360 and Shopify with our advanced connectivity solution. It facilitates real-time synchronisation of order statuses, invoices, credit memos, purchase orders (POs), customer details, fulfilment details, order history, cancellations, and refunds. It reduces manual efforts and ensures precise and efficient order processing and invoicing, increasing customer satisfaction and retention.
We also sync prepayments, mapping fully or partially prepaid orders from Shopify to Haufe X360. Moreover, we integrate data for on-account checkouts, enabling B2B customers to enjoy the convenience of credit checkouts.
Our system further simplifies order management by separating wholesale and retail purchases and sending them straight to Haufe X360 in perfect order. It helps you monitor and analyse order origins, develop targeted stock and marketing plans for each customer segment, and respond instantly to market trends and customer needs with readily available, segmented data.
Order-Related Accounting
Map and migrate order-related accounting information, including taxes, terms, freight, and currencies between Haufe X360 and Shopify with our custom connectivity solution. You can also sync general ledger (GL) account data, wherein customers identified from your Shopify store will be mapped in Haufe X360 under a general (web sales) account without creating individual customer accounts. Alternatively, you can create separate customer accounts in Haufe X360 if they do not exist and then map them to the respective orders.
Order Checkout
Update order checkout-related data from Shopify to Haufe X360, such as payment methods, discounts, donations, gift cards, coupons, vouchers, and loyalty points. It creates a seamless and convenient checkout experience for customers and helps them redeem their gift cards, coupons, vouchers, and loyalty points whenever they want.