Pick up the order update
An updated order in Shopify starts the flow.
Create the SAP Business One delivery note, A/R invoice and incoming payment for a Shopify order when it is updated, checking for existing documents first
Apps used in this template
About this template
Finance teams that create deliveries, invoices and payments in SAP Business One by hand for every Shopify order fall behind and sometimes post twice. When a Shopify order is updated, this template finds the matching SAP Business One sales order, checks for existing documents by reference and creates the delivery note, A/R invoice and incoming payment that are missing.
Key benefits
Inside the flow
A Shopify order update starts the flow, and appse ai finds the SAP Business One sales order by reference number. It checks for an existing delivery and invoice by the customer reference (NumAtCard), then creates the delivery note, A/R invoice and incoming payment that are missing.
An updated order in Shopify starts the flow.
appse ai gets the SAP Business One sales order by its reference number.
If no delivery exists for the reference, a delivery note is created.
appse ai looks up the delivery and any A/R invoice by the same reference.
If no invoice exists, a new A/R invoice is created.
An incoming payment is created in SAP Business One against the invoice.
Close the loop from Shopify order to SAP Business One payment.
01
Delivery notes, invoices and payments are created without keying.
02
Reference lookups stop a second delivery or invoice for the same order.
03
Payments are recorded as orders progress, not at month end.
04
Each document traces back to the Shopify order through the shared reference.
01
Delivery notes, invoices and payments are created without keying.
02
Reference lookups stop a second delivery or invoice for the same order.
03
Payments are recorded as orders progress, not at month end.
04
Each document traces back to the Shopify order through the shared reference.
Keep exploring
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Customize the flow
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.
Questions & answers
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