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eCommerceOrder FulfillmentERP

ERPNext to Shopify Fulfillment Sync from Delivery Notes

Fulfill open Shopify orders from submitted ERPNext Delivery Notes, adding the tracking number and carrier when available

Apps used in this template

ERPNext
ERPNext
Shopify
Shopify
ERPNext
Shopify

About this template

What This Workflow Does

Warehouse teams ship from ERPNext, but Shopify orders stay unfulfilled until someone updates them by hand. Every 3 minutes this template picks up submitted Delivery Notes, finds the Shopify order from the order ID stored on the note and creates the fulfillment, with the LR number and transporter as tracking when present.

Key benefits

  • Fulfillment without re-keying — Shopify orders are marked fulfilled from the Delivery Note, so staff stay in ERPNext.
  • Tracking passed through — The LR number and transporter name become the Shopify tracking number and carrier.
  • No duplicate fulfillments — Only orders with an open Shopify fulfillment order are processed.
  • Returns skipped — Delivery Notes marked as returns, or with no Shopify order ID, are filtered out.

Template details

Steps
5
Apps
2 integrations
Flow
ERPNext to Shopify
Mode
Scheduled
Category
eCommerceOrder FulfillmentERP
Version
v1.0

Inside the flow

How the template works

A scheduled check every 3 minutes reads new submitted Delivery Notes from ERPNext and uses the Shopify order ID in the note's title field to find open fulfillment orders. It then creates the Shopify fulfillment, with the LR number as tracking when it exists, and notifies the customer.

01

Check for new Delivery Notes

Every 3 minutes, appse ai looks for Delivery Notes submitted in ERPNext since the configured start date.

02

Load the full record

The complete Delivery Note is fetched, since the trigger payload may be partial.

03

Filter out returns

Notes with no Shopify order ID in the title field, or marked as a return, are dropped.

04

Find open fulfillment orders

Shopify is queried for the order's fulfillment orders. If none are open, the flow stops.

05

Create the fulfillment

If an LR number exists, Shopify is fulfilled with it as the tracking number and the transporter as carrier. Otherwise the order is fulfilled without tracking. The customer is notified either way.

Business Benefits

Keep Shopify order status in step with what your warehouse ships.

01

Faster fulfillment updates

Shopify orders move to fulfilled within minutes of a Delivery Note being submitted.

02

Tracking customers can use

When a tracking number exists, it reaches Shopify without manual entry.

03

No repeat fulfillments

The open order check stops already fulfilled orders from being processed again.

04

No stalls on missing data

Orders are fulfilled with or without tracking, so missing carrier data never blocks them.

05

One system for the warehouse

Logistics teams work only in ERPNext while the storefront stays accurate.

01

Faster fulfillment updates

Shopify orders move to fulfilled within minutes of a Delivery Note being submitted.

02

Tracking customers can use

When a tracking number exists, it reaches Shopify without manual entry.

03

No repeat fulfillments

The open order check stops already fulfilled orders from being processed again.

04

No stalls on missing data

Orders are fulfilled with or without tracking, so missing carrier data never blocks them.

05

One system for the warehouse

Logistics teams work only in ERPNext while the storefront stays accurate.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

New stock entry created

Triggered when a new stock entry (material receipt, issue, transfer or repack) is created in ERPNext. Use this to mirror warehouse transfers, returns-to-stock and adjustments into a connected system.

02

Customer created or updated

Triggered when a customer is created or changed in ERPNext. Use this to keep a CRM account, storefront customer or marketplace account master in step with the ERP billing entity, tax ID and payment terms.

03

Contact created or updated

Triggered when a contact is created or changed in ERPNext. Use this alongside the customer trigger to keep contact people in step across CRM, storefront and ERP.

04

New sales invoice created

Triggered when a new sales invoice is created in ERPNext.

05

Stock level changed

Triggered when the stock position of an item at a warehouse (ERPNext Bin) changes. Returns actual, reserved, ordered, planned and projected quantities plus the current valuation rate, so a sellable quantity can be computed and pushed to a storefront or marketplace.

06

Delivery note submitted

Triggered when a delivery note is submitted (docstatus 1) in ERPNext, i.e. stock has actually moved out. Use this to write tracking and fulfilment status back to the sales channel, or to build an installed base from serialised items.

07

New incoming payment created

Triggered when a new incoming (customer) payment entry is created in ERPNext.

08

Item price created or updated

Triggered when an item price is created or changed in ERPNext. Use this to push price-list and customer-specific pricing changes to a storefront, marketplace or CRM pricebook.

09

Sales order submitted

Triggered when a sales order is submitted (docstatus 1) in ERPNext, i.e. it is confirmed and can now be delivered and billed. Use this to start fulfilment, credit or stock-reservation flows only for confirmed demand.

10

Item created or updated

Triggered when an item is created or changed in ERPNext. Use this to publish new SKUs to a storefront or marketplace listing, or to keep product masters aligned.

11

Sales order completed

Triggered when a sales order in ERPNext reaches the Completed status, i.e. it has been fully delivered and fully billed, marking the end of the sales cycle for that order.

12

New delivery note created

Triggered when a new delivery note is created in ERPNext.

13

New sales order created

Triggered when a new sales order is created in ERPNext.

14

New quotation created

Triggered when a new quotation is created in ERPNext.

15

New stock ledger entry created

Triggered when a new stock ledger entry is posted in ERPNext, i.e. every individual stock movement. Use this for event-driven inventory sync when you need the movement itself rather than the resulting balance. Cancelled entries are excluded.

16

Sales invoice submitted

Triggered when a sales invoice is submitted (docstatus 1) in ERPNext and becomes a real receivable. Use this to raise a payment link or payment request, push AR to CRM, or start collections.

17

Pricing rule created or updated

Triggered when a pricing rule is created or changed in ERPNext. Use this to translate ERPNext discount and promotion logic into storefront price lists, customer-group pricing or coupons.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does ERPNext to Shopify fulfillment sync work?

Every 3 minutes, appse ai reads new Delivery Notes in ERPNext, finds the Shopify order from the stored order ID and creates the fulfillment.

Where does the Shopify order ID come from?

What happens to returns?

Does it work without a tracking number?

What needs to be in place before it runs?

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Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
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Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
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Niagara Warenhandels GmbH
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Golden Toys
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Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
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Columb McCluskey
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Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
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Richard Grew
Richard Grew
Renegade Brewery

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