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Looking for other Shopify B2C customers

  • 1.  Looking for other Shopify B2C customers

    Posted Nov 08, 2019 06:07 PM
    We recently acquired a company that produces consumer items.  We'll be selling them through two channels: retail and internet.  Right now, we're selling through Shopify and we're trying to get everything setup in GP as per items, unit of measure, etc.  Our biggest outstanding questions right now are:

    1.  How do you handle the processing fees for Paypal, cc, etc.  Where do you put them in GP?
    2.  How do you bring in and process the order data?  (Integrations, etc.)
    3.  For someone doing both B2B and B2C, how do you handle the item unit of measure issues? (Case vs Each)

    Any suggestions are welcome.  If it would be easier to discuss on a call, I'd be happy to send you my phone number in a private email.

    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise ID
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Looking for other Shopify B2C customers

    Posted Nov 11, 2019 11:35 AM
    Hi Blair,

    We use Magento instead of Shopify, but I imagine there are similarities. We configured an output that contained the necessary info a FTP file drop and then we use SmartConnect to import into GP each morning. We are comfortable with next day processing, but if you needed something more frequent, SmartConnect also is available on a REST API, so that would also be an option if Shopify has the right endpoints and then you could use batch processing. I also can recommend SmartConnect for importing all of the items, sites, and price lists. We only use Each as a unit of measure, so I can't recommend much there.

    For processing fees: it depends on how it comes in. For credit card (V/MC/A), depending on your merchant agreement, it will either be netted out of your payment, or you will see it as a separate charge on the bank statement. I have worked at organizations that did both and separate charges on the bank statement are a lot easier to handle. We expense them to merchant fees (this is how it was handled at the internet retailer I have worked for previously, as well). We don't use Paypal where I am now, but the accounting treatment was the same at a previous company that did offer it. Having been on both sides of it, it's usually something Accounting handles, rather than IT; it is also something handled on the cash posting side, rather than order integration.

    Audrey Forrest
    Senior Accountant and Business Analyst
    GP 2015 R2, D365 CRM V9
    CRMUG Chapter Leader - Seattle

    Academy - Online Interactive Learning from Experts

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