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Detect New Orders in Shopify
The workflow triggers automatically every three minutes, polling Shopify for newly created orders. Each detected order—including customer details, line items with SKUs, quantities, unit prices, and the transaction amount—is forwarded for credit evaluation.
Retrieve Business Partner and Open Invoices from SAP Business One
The Shopify customer's email is used to look up the matching business partner in SAP Business One, returning the partner's card code and credit limit. The workflow then searches for all open (unpaid) invoices belonging to that partner, and an aggregator collects the invoice totals into a single dataset.
Calculate Total Exposure and Compare Against Credit Limit
A code node sums the Shopify order amount with the outstanding open invoice totals from SAP to compute the customer's total financial exposure. This calculated total is then compared against the business partner's credit limit to determine whether the order can be safely fulfilled.
Approve Order: Create Sales Order in SAP Business One
If the calculated total is within the credit limit, the order is approved. A new sales order is created in SAP Business One with the Shopify order date, business partner code, line items (SKU, quantity, unit price), and the customer's shipping address.
Flag Risk: Create Risk Assessment and Alert Team
If the calculated total exceeds the credit limit, the order is flagged as high risk. A risk assessment with a HIGH risk level and NEGATIVE sentiment is created on the Shopify order, noting the customer's open invoices and exceeded credit limit. A message is then sent to a Microsoft Teams chat group alerting the team to review the flagged order urgently.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
1
Automated Credit-Based Order Screening
Every Shopify order is automatically checked against the customer's SAP credit limit and outstanding invoices, preventing risky orders from being fulfilled without review.
2
Real-Time Fraud and Risk Alerts
High-risk orders are instantly flagged in Shopify with a risk assessment and escalated to the team via Microsoft Teams, enabling fast intervention before shipment.
3
Seamless Order-to-ERP Flow for Approved Orders
Orders that pass the credit check are automatically converted into SAP Business One sales orders with full line item and address details, eliminating manual data entry.
4
Reduced Bad Debt Exposure
By blocking orders that would push a customer over their credit limit, the business minimizes the risk of unpaid invoices and improves cash flow predictability.
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Self Onboarding under 15 minutes
Onboarding with appse ai is quick and easy. 50% of our users complete setup in under 15 minutes, thanks to self-guided processes, interactive guides, and a seamless flow. Get started fast, no technical support required.
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Troubleshooting &FAQs
It sums the new Shopify order amount with all outstanding open invoice totals from SAP Business One. If the combined total exceeds the customer's credit limit, the order is flagged as high risk.
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