Unify Shopify Store with Rootstock ERP Features

Overview

About the Client

The client is a manufacturer of high grade cannabinoid oils and sold them using their e-commerce platform, they used Rootstock software that connected all business processes like finance, manufacturing, supply chain, sales, procurement and others in a single platform. They used Shopify for customizing and managing their online stores. They designed Shopify for maintaining and selling products. The client wanted to integrate Rootstock with Shopify store so that orders can be placed via Shopify store, get fulfilled by Rootstock and mark the status in Shopify once the order is fulfilled.

The Challenge

• The client wanted to use Shopify as their store front for B2C customers and use Rootstock as fulfillment and ERP software.
• When orders are placed at Shopify, they want to fulfill those orders in Rootstock and send the status back to Shopify once the order was fulfilled along with the shipment tracking number and URL.
• There is no out of the box connector between Rootstock and Shopify which allows direct updates between the systems.

Our Solution 

• Implemented a custom object structure that allowed the details to be captured in Salesforce from Shopify.
• Used Shopify salesforce connector to point to the custom object structure in salesforce to capture order details automatically.
• Implemented a solution to use the custom object structure to write the data to Rootstock Orders using Rootstock APIs so that the orders can be fulfilled in Rootstock.
• Implemented a Shopify API Callout using Salesforce code that synced Rootstock order data on Shopify once the order in Rootstock was fulfilled.
• This ensured that the Shopify orders were in sync with the fulfillment status and tracking details are present in Shopify.

Technology & tools used

• Used Rootstock ERP Material requirements planning concepts for production planning, sales order processing, shipment processing which is used to manage manufacturing processes. 
• Utilized Salesforce CRM features to extend Salesforce functionality by adding the custom development to interact with Shopify and sync on Rootstock.
• Utilized Shopify API library to fetch its order data based on Rootstock order and update fulfillment data in it.

Results

The Impact and outcome            

• They were able to significantly enhance fulfillment status tracking and update tracking status tracking number, and tracking URL on Shopify.
• Sync both Rootstock orders and Shopify’s orders so that discrepancy does not happen.
• They were able to ensure that all information was thoroughly verified before sales order fulfillment process is closed.
• This can help businesses get orders fulfilled faster and increase same day fulfillment of website orders which saves a lot of labor hours every month.