Guides

How to Setup Shopify Store as Supplier

In this guide, we will step through all steps for connecting your Shopify store to Hendricks as a Supplier. This means you want to sync your product from Shopify to Hendricks. You would also receive orders from partners within Hendricks, and sync orders back to Shopify. This guide will show you how to do that.

Step 1: Sign up for a Hendricks Account

Sign up for a Hendricks account. You will go through the onboarding process, and begin setting up your account. You will provide your organization name. You can invite team members to join the same organization at no additional cost. Next, you will provide a credit card for billing, and see the end date of your free trail.

Next, you will be moved into the onboarding flow. The first step is to provide more details about your use case. This helps us match you with the best apps for your success.

You will then select the plan that matches your needs. We have a basic plan that allows you to get started with Hendricks at no upfront cost. When your business is smaller, it is just a percentage of Gross Merchandise Volume (GMV). We also have a Pro plan for companies with a consistent amount of GMV, and require more invovled functionality (Ex. EDI Related). Feel free to reach out about the Enterprise plan.

Step 2: Setup Shopify

Once you've selected your plan, you should see the Apps page for onboarding. The suggestions will be based on what was selected within the use cases. You will also be able to search for specific apps. All of this is also accessible through the app store page.

Install the Shopify app by clicking on the "Install" button. Then hit "Next" at the bottom. You will see the Shopify configuration page. You will need to provide your Shopify store ID, and an API key.

For the Shopify API key, you can follow the instructions here. There's detailed instructions and screenshots of each step. At a high level, you need to:

1. Go to the Shopify Admin
2. Open Settings from the Left Menu
3. Click on Apps and Sales Channel
4. Click on Develop Apps
5. Click on Create App
6. Fill in the App Name, and select an email.
7. Click on Create App
8. Open the Configuration tab after being redirected to the settings for this new app.
9. Click on Configure Admin API integration.
10. This app will require the permissions listed below. After selecting all of them hit save.
11. Click on "Install app".
12. Finally navigate to "API Credentials" tab within the app settings.
13. Reveal the Admin API Access Token, and copy it into Hendricks.

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write_orders
read_orders

write_products
read_products

read_locations
write_locations

write_inventory
read_inventory

write_assigned_fulfillment_orders
read_assigned_fulfillment_orders

write_fulfillments
read_fulfillments

For the Shopify URL, you should be able to find it in your Shopify Admin URL, or in the top right corner of the Shopify Admin page. It should look like https://<store-name>.myshopify.com. The access token is the API key you copied from the Shopify Admin.

Finally the direction is either: Retailer, or Supplier. For this tutorial, select "Supplier". This means you are syncing products from Shopify to Hendricks, and receiving orders from Hendricks to Shopify. After inputting all values, click on "Next".

Step 3: Invoicing

We make it easy to invoice partners for individual purchase orders. As a supplier once you fulfill the order, it will automatically invoice the retailer for that order. There are three options for invoicing: Disabled, Manual, and Stripe. For disabled, it means it will move the order from fulfilled to completed without invoicing it. For manual, it means it will create an invoice within Hendricks but no payment will be collected and it will require you to mark it as paid. For Stripe, it will automatically create an invoice within your Stripe account for the retailer. Stripe will collect the invoice amount from the retailer, and then pay you out.

It is strongly encouraged to use Stripe for invoicing. It will save you time, and automate the process. If you're partnering with only retailers using EDI, you can use manual invoicing, and the Invoice (810 EDI Document) will still be created and sent.

All invoicing can be adjust on a per partnership level, but the default is set here. After selecting your invoicing method, hit connect Stripe. Go through the Stripe configuration. Click on "Next" once completed.

Step 4: Pricing Products & Partnerships

It is time to invite your partners to Hendricks. They will go through a similar onboarding process for connecting their system (Guide is here). They don't need to be on the same platform as you, we act as the translation layer. In other use cases, you might be using apps that manage the retailer side (Ex. EDI or Marketplace) and you won't need to invite anyone.

Invite partners by entering the email address of the partner. They will most likely be a retailer role if you are the supplier. Once you are done, click on "Next".

After the products are synced, you will be able to set pricing for each variant within a product. We use "Price Lists" that allow you manage pricing for different partners. Our suggestion is include a seasonal or date as a suffix. Most suppliers use one price list for each partner.

After deciding on a name, hit "Next" below the textbox. The next step is deciding on what starts within the price list (All or empty).

Next, determine what happens if new products and variants are added to your Shopify store. They will sync to Hendricks, do you want them automatically added to the price list? If you select "Yes", it will use the retail price and margin info that was set. If you select "No", you will need to manually add them to a price list.

Finally, you will see a summary of the configuration. If everything looks good, click on "Create".

You are all set up.

Step 5: Understanding Hendricks

Let's give a quick tour of the platform.

In the left menu, you can manage your products, price lists, partners, and orders. Each page has the corresponding data. There is also App Store page, where you can install more apps to help with your business. As well, you can see some of the apps installed on the left side.

By default, we set auto accept orders using rules when orders are less than $1000 USD and in stock.