Initial Configuration: To Set Up a Shopify Store

This activity will guide you through the process of signing up for a Shopify trial account and performing the minimum configuration of a Shopify store so that it can be connected with the MYOB Acumatica instance.

Story

The SweetLife company is planning on opening an online store built on the Shopify platform. The store's warehouse, from which the goods sold online will be shipped, is based in New York. The company maintains the prices of its products in U.S. dollars and delivers products across New York by using the company's own vehicles. As an implementation consultant helping SweetLife to implement the integration between Shopify and MYOB Acumatica, you want to set up a new store and perform the minimum required configuration of the Shopify store that will be sufficient to proceed with the configuration of the integration.

Process Overview

In this activity, you will perform the following steps in Shopify:

  1. Sign up for a Shopify trial account
  2. Set the store name and address
  3. Set the store time zone
  4. Set up the store currency
  5. Review the default shipping options
  6. Review the storefront settings

Step 1: Signing Up for a Shopify Trial Account

Attention:
This activity covers the creation and basic configuration of a new Shopify store. The results of performing the instructions presented below are used in subsequent activities. We recommend that you sign up for a new trial account and create a new store for testing purposes. If you have an existing test store and do not want to set up another one, make sure that in the subsequent activities, you make the necessary adjustments where the results of the current activity are used.

Create a Shopify trial account as follows:

  1. On the http://www.shopify.com webpage, click Start free trial.
  2. On the sign-up page, that opens, in the I'm located in box in the upper right, select us United States.
  3. Sign up using your email or account.

    Make sure to memorize the password because you will need it to sign in to the store.

    Tip:
    If the questionnaire page is opened, in the lower left, click I don't want help setting up to skip the personalization steps.

    You will be signed in to the admin area of your Shopify store.

Step 2: Setting the Store Name

To specify the store name, while you are signed in to the admin area of your Shopify store, do the following:

  1. In the lower left of the admin area, click Settings.
  2. In the left menu of the page that opens, click General.
  3. On the General page, which opens, in the Store details section, hover over the My Store name of your store, which Shopify has assigned by default, and click the pencil button that appears on the right.
  4. In the Edit profile dialog box, which opens, enter the store name in the Store name box.

    In subsequent activities, SweetStore - SP will be used as the store name.

  5. In the Store phone box, enter 516 555 0150.
  6. In the lower right, click Save.

Step 3: Specifying the Default Store Settings

To specify the store time zone and to select the currency that will be used for charging customers, do the following:

  1. While you are still viewing the General settings page, in the Store defaults section, set Time zone to (GMT-05:00) Eastern Time (US & Canada).
  2. Notice that in the Currency display section, the store default currency is listed. If the currency is set to any value other than US Dollar (USD $), change the currency as follows:
    1. Click the More button next to the currency and then click Change store currency.
    2. In the Change store currency dialog box, which opens, select US Dollar (USD $)
    3. In the lower right, click Save to save the currency and close the dialog box.
  3. In the lower right, click Save if you have made any changes.

Step 4: Setting the Store Address

To specify the store address, do the following:

  1. While you are signed in to the admin area of your Shopify store and reviewing the store settings, in the left menu, click Locations.
  2. On the Locations page, in the All locations section, click the only listed default shop location with the Shop location name.
  3. On the Shop location page, which opens, in the Locations details section, click Add right to Address.
  4. In the Edit location address dialog box, which opens, specify the following settings:
    • Country/region: United States
    • Address: 2330 Hoffman Avenue
    • City: Elmont
    • State: New York
    • ZIP code: 11003
    • Phone box: 516 555 0150.
  5. In the lower right, click Save.

    The dialog box closes and you return to the Shop location page.

  6. In the lower right, click Save.

    The address you have entered is the default address of your store that will be used for calculation of shipping rates.

Step 5: Reviewing the Default Shipping Options

To review shipping options that will be available to shoppers, do the following:

  1. While you are signed in to the admin area of your Shopify store and reviewing the store settings, in the left menu, click Shipping and delivery.
  2. On the Shipping and delivery page, which opens, in the Shipping section, click General shipping rates.
  3. On the General profile page, which opens, review that the settings that have been defined by default during the creation of the store.

    Notice that the Shipping origins section displays the address that you specified for your store. Notice that two shipping zones (Domestic and International) have been created by default, and a set of rates has been defined for the Domestic shipping zone. This shipping zone will be used in subsequent activities.

Step 6: Reviewing the Storefront Settings

To review the storefront settings and the storefront itself, do the following:

  1. While you are signed in to the admin area of your Shopify store and reviewing the store settings, close the settings page to return to the main page of the admin area.
  2. In the left pane, click the Online Store sales channel.
  3. On the Themes page, which opens, make sure that any theme is installed.

    If no theme is installed, you will see the No theme is installed section on the top of the page.

  4. If no theme is installed, click Install default theme.
  5. In the upper right, click View your store to review the storefront with the installed theme, which opens in a new tab.

    In the browser address bar notice the store URL, which usually looks like this: https://<store name>.myshopify.com/. You will use it to connect the Shopify store to your MYOB Acumatica instance.

You have specified the minimum set of store settings that you will need for the basic configuration of the Shopify integration with MYOB Acumatica. Now you should proceed to establish the connection between the Shopify store and your MYOB Acumatica instance, as described in Initial Configuration: To Establish the Store Connection with a Custom App.