Sales Price Lists: General Information

You export price lists defined in MYOB Acumatica to the Shopify store.

This functionality is available if both the Shopify Connector feature and the Business-to-Business Entities feature are enabled on Enable/Disable Features (CS100000) form.

Learning Objectives

In this chapter, you will learn how to do the following:

• Export price lists defined for customer price classes in MYOB Acumatica to the Shopify store
• Define volume prices and quantity rules at the price-list level and export them to the Shopify store

Applicable Scenarios

You might want to synchronize sales prices from MYOB Acumatica with the Shopify store if you use business-to-business functionality in your Shopify store, maintain sales price lists for customers assigned to particular customer price classes in MYOB Acumatica and would like to export these price lists to Shopify.

You company may need to configure quantity rules and volume pricing for business customers and export them to the Shopify store in the following cases:

• To sell a product in certain increments
• To provide the minimum quantity of the product that a customer can purchase at the same time
• To offer price breaks to customers who purchase a particular quantity of a product

The Price List Entity

To export price lists from MYOB Acumatica to a Shopify store, you first need to activate the Price List entity on the Entities tab of the Shopify Stores (BC201010) form. This entity can only be exported to the external system (that is, its Sync Direction is set to Export and cannot be changed), and its primary system is ERP.

Filtering of Price List Prices

During the synchronization of the Price List entity, the system exports prices created on the Sales Prices (AR202000) form only if the prices meet the following criteria:

• Price Type is set to Customer Price Class, and the customer price class is specified in the Price Code column.
• In the UOM column, the sales unit of measure of the item is specified.
• If the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form, no warehouse is specified in the Warehouse column.
• If the Multicurrency Accounting feature is enabled, the currency specified in the Currency column has been activated for a market in the Shopify store.
• If the Volume Pricing feature is enabled, Break Qty is set to a positive whole number.

Only prices that are effective on the date of the synchronization are exported. If both a regular price and a promotional price exist for the same item, customer price class, UOM, and currency, the promotional price is exported, whereas the regular price is skipped during the synchronization. For more information on price lists, see Sales Prices: General Information.

Configuration of Quantity Rules

To define the minimum quantity of an item that can be sold in the Shopify store, you create a price of the Customer Price Class type for the item on the Sales Prices (AR202000) form. For the price, you specify a whole number greater than 1 as the break quantity.

During the synchronization of price lists to the Shopify store, the system defines quantity rules for the product in the corresponding catalog with a minimum quantity that is equal to the item's break quantity in MYOB Acumatica.

If an item has multiple prices with the same customer price class, UOM, and currency but with different break quantities on the Sales Prices form, during the export, the system uses the lowest break quantity as the minimum quantity.

If an item has only a price with a break quantity of either 0 or 1, the system does not create quantity rules for the product.

Configuration of Volume Pricing

To define volume pricing for an item, you create a set of prices of the Customer Price Class type for the item on the Sales Prices (AR202000) form. For these prices, you specify the same customer price class, UOM, and currency but different break quantities and prices.

During the synchronization of price lists to the Shopify store, the system defines volume pricing for the product in the corresponding catalog based on the item's break quantities and prices from MYOB Acumatica.

If there are break quantities greater than 1 among the item's prices with the same customer price class, UOM, and currency on the Sales Prices form, the system also defines quantity rules for the product with the minimum quantity equal to the item's lowest break quantity.

Export of Price Lists

During the synchronization of the Price List entity, the system creates a catalog in the Shopify store for each combination of the customer price class and currency. The name of the catalog is created as a combination of the customer price class ID followed by a hyphen and the currency code. For example, prices that have been defined for the LOCAL customer price class in USD and CAD will be exported to the LOCAL-USD and LOCAL-CAD catalogs in the Shopify store. Each exported price added to these catalogs is marked as a fixed price.

On the Sync History (BC301000) form, the system creates one synchronization record per customer price class. The External Description column lists all catalogs created in the Shopify store, and the Last Message column shows the number of price records exported to each of the catalogs. If any errors happen during the import of price lists with volume pricing and quantity rules, the system also creates detailed log records that can be accessed by clicking Tools > Trace on the form title bar.

A customer price class can be assigned to a customer location on the Customer Locations (AR303020) form. If the location belongs to a business customer—that is, if Customer Category is set to Organization for the customer on the Customers (AR303000) form—during the synchronization of the Price List entity, the corresponding location in the Shopify store is added to the exported catalog.

Limitations of Exporting Price Lists

The following limitations apply to the exporting of price lists to Shopify:

• A maximum of 11 price tiers can be exported per item in a price list with volume pricing. Price tiers beyond the limit are skipped.
• In the admin area of the Shopify store, the incremental value for new quantity rules created during the export is always 1 and is not updated. For example, if the incremental value is changed for the quantity rules, the system does not update it during the subsequent imports.
• The system neither specifies nor updates the maximum value for quantity rules during the export.
• If the incremental value, the maximum quantity, or both are changed for the quantity rules of a product in the admin area of the Shopify store, the system exports only those item prices whose break quantities comply with the incremental value and are not greater than the maximum quantity.
• If an item has prices with a break quantity of 0 and a break quantity of 1 and the same customer price class, UOM, and currency on the Sales Prices form, the system exports the price with a break quantity of 1 rather than the one with a break quantity of 0. If the price with a break quantity of 0 is promotional, the system instead exports this price.
• If all the prices of an item already exported to the Shopify store are deleted in MYOB Acumatica, during the synchronization, the system deletes the volume pricing for the corresponding product from the catalog. The system also deletes the quantity rules, which resets the minimum quantity to the default value of 1, if the incremental value has not been manually changed for the product in the admin area of the Shopify store. If the incremental value has been changed, the system does not delete the quantity rules and does not reset the minimum quantity.