Setting Up Shopify POS with ShipHero

ShipHero makes managing inventory for your eComm business and POS locations easy, including how inventory is pushed to specific Shopify locations or where it is depleted from in ShipHero upon processing orders. 

Please make sure your Shopify store is connected to ShipHero and your POS locations are created on Shopify. For instructions on connecting your Shopify store, see here. Next, enable the setting for your specific setup, following the guidelines below based on your needs. 

Single Warehouse with a Storefront (Inventory Shared)

Multiple Warehouses or POS Locations (Inventory Split Between Locations)

Pop-Up POS Locations (Tradeshows/Tours)

Single Warehouse with a Storefront (Inventory Shared)

If you only have a single location where you are fulfilling your eComm orders and operating your storefront, this is the section for you! 

General Store Settings 

1. Go to My Account> Stores< Select the Setting button for your Shopify Store
2. To deduct inventory when an order is processed via the POS system, enable the setting "Remove stock in ShipHero for fulfillments created in Shopify and not ShipHero."

NOTE: If you do not turn this on, inventory will not be deducted from your warehouse when you fulfill an order in the Shopify POS interface.  

Locations and Inventory Management

We recommend using separate locations within your warehouse when operating a POS/storefront and eComm fulfillment center. This helps streamline processes like replenishment needs, inventory audits, and order fulfillment for both entities. 

To do this, create a single location for your POS/Storefront and assign all the POS/Storefront inventory to it. Then, contact support@shiphero.com to set that location as your POS's Default Inventory Bin. 

NOTE: You must reach out to support to set the Default Inventory location. 

For more information on creating a location in your warehouse, please refer to this article: Creating and Managing Locations with Dynamic Slotting.

Why use a separate location for POS/storefront inventory?

• When using the setting "Remove stock in ShipHero for fulfillments created in Shopify and not ShipHero," ShipHero deducts inventory from the Default Inventory location you created. If this setting is enabled without a default location assigned, inventory will be removed from a random location in the system.
• Quickly identify the number of products in your store compared to the back-of-house and create a restock list for SKUs that need be brought upfront.

How to prevent pickers from being sent to the store when picking orders:

To prevent pickers from being sent to the storefront when processing eComm orders, make the location non-pickable.

NOTE: If all inventory for an SKU is in a non-pickable location, eComm orders will be show qa status of "Ready to Pick: No," and the SKU will show on the needs replenishment report. To process the order, you must transfer the inventory to a pickable location. More information about the Replenishment process can be found HERE. 

How to make the storefront the last location a picker is sent to:

1. Use a naming structure that will push the store's assigned location to the bottom of the sorting list when picking, for example, ZZZ-Storefront. 
2. Lower the pick priority using a higher integer in the Pick Priority setting on the locations page. This will push pickers to the pickable locations on the warehouse floor before sending them to the store.  

Multiple Warehouses or POS Locations (Inventory Split Between Locations)

In this section, we will cover how to manage Shopify inventory in ShipHero between multiple warehouses and POS locations; use these steps to manage inventory separately for all locations. 

Setting up your ShipHero Account to Correspond with your Shopify Locations

To ensure inventory is properly deducted and pushed to your Shopify POS and eComm locations, several settings need to be enabled in ShipHero. We recommend doing this before enabling the setting "Remove stock in ShipHero for fulfillments created in Shopify and not ShipHero," 

1. Create a Default Profile Warehouse for each Shopify Location where you will manage inventory within ShipHero. 
   • Go to My Account > Warehouses > select Add a Warehouse
   • Select Default in the Profile drop-down and name the warehouse in a way that is similar to your location in Shopify. The name entered here will be how you identify the warehouse on the various ShipHero pages. 
   • Enter the address of the POS warehouse (it should match the Shopify location address).

   NOTE: If you are unable to add a new warehouse, please contact support@shiphero.com to enable the Multiwarehouse function for your account. *Brand Essential accounts are only permitted a single warehouse connection. If you need a second warehouse, please contact your CSM to discuss upgrading your plan.*

2. Configure your Shopify Locations.
   • • Go to My Account > Stores > Settings
     • Click on the Locations tab.
     • From the drop-down on your new location created in Shopify, select “Push from specific warehouse.” Choose the ShipHero warehouse that corresponds to your Shopify POS location.
     • Select Update to save

     NOTE: If you don't see your newly created Shopify POS location, click Sync locations from Shopify. Review this article for more information on How to Manage Shopify Locations in ShipHero. 

Adding Inventory to the POS Warehouse

When managing the inventory in ShipHero for your POS warehouse, only one location per POS warehouse can be used to deduct the inventory correctly. By default, ShipHero creates a Receiving location when a new warehouse is created. Therefore, there is no need to make additional locations for your POS warehouse in ShipHero; all inventory should be processed for your POS in the default receiving location created by ShipHero. 

There are several ways to add inventory to your POS warehouse. Please follow the links below for more information on each process. 

Receive Inventory on a Purchase Order

Create a Transfer Order from Another Warehouse 

Inventory Upload via CSV

As with many functions in ShipHero, you need to determine which option is best for your setup and ongoing operations. 

Pop-Up POS Locations (Tradeshows/Tours)

Customers often use the Shopify POS function for tradeshows, tours, and pop-up events. For these situations, we recommend using the same setup for the Multiple locations where inventory is tracked separately. The only difference is what to do with the leftover inventory that goes unsold. 

You can use the same methods mentioned above to return the inventory to one of your other warehouse locations. However, we have found removing the inventory with an Inventory Upload via CSV is easiest.

1. To quickly identify the remaining quantities in your POS warehouse, go to Inventory > Product Locations and filter by the POS warehouse. Export this data for reference later. 
2. Use the Inventory Upload template to deplete all inventory in the POS warehouse. Using the Replace action with 0 quantity will zero out the on-hand values for each SKU on the file in your POS warehouse. 
3. Add the inventory to the other warehouse (2 Options)
   1. • Create a second Inventory Upload for the warehouse to which the inventory is being added. The Change action will add the specified amount to the location in the file instead of replacing a quantity that may already exist in the named location. 
      • Create a Purchase Order for the receiving warehouse using the Product Location information from Step 1. You can upload a Purchase Order via CSV using the template found on the My Account > CSV Management page

IMPORTANT NOTES:

• Shopify POS App: This guide focuses on ShipHero and Shopify configurations. Ensure your Shopify POS app is correctly set up and connected to your Shopify store.
• SKU Consistency: Ensure your SKUs are identical in both Shopify and ShipHero.
• Testing: Thoroughly test the entire process with a few products before a large-scale transfer.