Order and Invoice Syncing
Streamline transaction processes between Visma.net ERP and Shopify with real-time synchronisation of order statuses, invoices, credit memos, purchase orders (POs), customer information, fulfilment details, order history, cancellations, and refunds. Reduce manual efforts, improve order processing efficiency, and increase customer satisfaction and retention.
Our solution also maps prepayments, syncing fully or partially prepaid orders from Shopify to Visma.net ERP. We also map data for on-account checkouts, allowing B2B customers to enjoy the benefit of credit checkouts.
Moreover, we offer the ability to distinguish between wholesale and retail orders and synchronise the information with Visma.net ERP. This feature helps you efficiently manage and monitor orders from both types of customers, improve your inventory and marketing strategies, and run your business with greater flexibility and productivity.
Order-Related Accounting
Update order-related accounting data, including taxes, terms, freight, and currencies, between Visma.net ERP and Shopify. Sync general ledger (GL) account data, creating a centralised (web sales) account in Visma.net ERP for customer accounts in Shopify. Alternatively, you can set up individual customer accounts in Visma.net ERP if they do not exist and then map them to the respective orders.
Order Checkout
Map order checkout-related information from Shopify to Visma.net ERP, including payment methods, discounts, donations, gift cards, coupons, vouchers, and loyalty points. It offers customers a convenient and seamless checkout experience, allowing them to redeem their rewards instantly.