How to send Shopify orders to your Clover POS and update stock
# Create Shopify orders in your Clover POS – Two Way Inventory Sync.
To send Shopify orders to your Clover POS you will need to configure three Actions and then add all three Actions together into a single Task. The Task is used to RUN actions in your task on demand or to schedule your Actions via a 5-minute or greater interval. Once the order is inserted into Clover the Action to Adjust Stock for Matching orders in Clover will then update your Clover inventory for the Shopify order and line items.
See Video Overview – Sync Shopify Orders to Clover and Update Inventory – Two-Way Inventory Sync
Configure Each Action
Click the Question Marks to learn how to configure your Action.
Adding a new or ‘Online Payment’ type.
- Login to your Clover Web Portal, select Setup in the left menu and click Payments
- Select the Add Tender button
- In the new field enter Online payment for the tender name, make sure the Accepted check box is selected, and scroll down to click the Save button at the bottom of the screen.
Once the new tender type has been added to your account you can locate the Tender ID by logging into your Clover Web Portal and entering the following URL in your browser. Replace {my-account} with the merchant number for your Clover account.
Once the page load the Tender ID should appear above the name of your new tender type. See example:
Next Actions must be adding in sequence into your TASK.
- Shopify Send Customers to CloverIf the customer does not exist, eSync will create the Shopify customer in your POS.
- Shopify Send Orders to CloverThis will generate the Shopify order inside your Clover POS.
- Clover find matching orders in Shopify and tag order as esyncExported This tag for ShopifyThe tag is needed to update Shopify and to avoid sending the order back to Clover and creating duplicate orders in your POS.See Example with all 3 Actions in the TASK
- Now hit SAVE on your TASK and hit RUN to test.
Open + Paid + Unshipped Orders (based on configuration) will be downloaded
Locate the Shopify order in the Clover POS with the Shopify Order ID
To prevent duplicates and the order from downloading again into the POS the TAG must be updated.
Now Locate the TAG ‘esyncExported’ for your Shopify order.
Note two way inventory sync requires orders sync and item stock update based on Shopify orders created in Clover.
Action name: Clover update item stock for matching orders from Shopify then tag orders esyncExported. Please contact us in Support if this Action isn’t visible and we can activate it for you.
Order Notification – Online Order: StockUpdate
# Need to PRINT the order?
All orders are assigned to the** DEFAULT Printer** at this time.
Not with the Clover POS system, you cannot delete or void out orders. You can only refund the transaction.
Try the Clover SmartPrint plug-in
If you have further questions, please post a ticket in our Help Desk and submit the full Activity Log located right next to your Task RUN button with the ticket.
If you’d like to purchase support hours support package, you can do so here.