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After the sale

Everything that happens to an order on Shopify after it is imported is applied to the same Odoo order. With webhooks it arrives at once; otherwise with the next Import Orders.

Payments

A payment captured later on Shopify (e.g. cash on delivery, bank transfer) is registered on the invoice when the order's workflow registers payments, in the journal of its gateway.

Shipped on Shopify

When an order is fulfilled on Shopify, Odoo validates its delivery (Validate Deliveries Fulfilled on Store), with the shipped units only. If Odoo cannot (not enough stock, earlier steps not done), the order needs attention.

Cancelled on Shopify

Order in Odoo Result
Quotation Cancelled.
Goods already shipped Never automatic: Needs Attention. Create the return and the credit note if needed.
Invoice posted, not paid Reversed by a credit note with Reverse Posted Invoices on Store Cancel; otherwise Needs Attention.
Invoice paid The Shopify refund credits it (see below).
Otherwise Cancelled, with its open deliveries and draft invoices.

Edited on Shopify

When items are added, removed or changed on Shopify, Odoo rebuilds the order lines from Shopify, except:

  • lines changed by hand in Odoo are not overwritten: Needs Attention, change them by hand;
  • a locked order is not changed: unlock it and run its sync job line again (Execute Line), or change it by hand;
  • a quantity lowered below what is already shipped or invoiced: Needs Attention.

Refunds

Each Shopify refund gives, as the order's workflow says (Credit Notes for Refunds, Register Refund Payments):

  • a credit note, posted or draft, for the refunded items, shipping and taxes;
  • the refund payment, in the gateway's journal;
  • the order quantities follow the refund in every case.

Returns

Items returned on Shopify, or refunded with restock, give a return receipt (Returns): Prepared for the warehouse, or Validated at once when Shopify has received them. Returns of products with lots or serial numbers stay prepared: choose them and validate the return.

Gift cards

A gift card sold is owed to the customer until it is used; paying with it is not money received. If your store takes gift card or store credit payments:

  1. In Configuration › Orders › Advanced, click Set Up Gift Cards.
  2. Odoo creates what is missing in the store's company: the liability account Gift Cards Outstanding as income account of the Gift Card Product, a Gift Cards journal posting to that account, and that journal on the gift card and store credit gateways.

Until then, orders paid with a gift card or store credit wait; they run again once gift cards are set up.

Deleted on Shopify

Odoo keeps the order and marks it Needs Attention: cancel it, or its deliveries and invoices, by hand if needed.