Basic Setup Instructions

Prerequisite

• Shopify setup is already running.

• Integration base URL required from client.

• Following details as provided from Quivers:

  • Webhook URL - Shopify App - How to Setup Webhook Links

Set Up Rest API Credentials

• Login Into Your Shopify account as an Administrator

• On the side menu, click on Apps

• Select Apps and sales channel settings

• Select Develop apps as shown below screenshot.

• Allow custom app development

• After clicking on Create an app. Enter App Name (name of your store) and App Developer(as per your requirement) 

• Click Create App.

• Now the app will be displayed in App development and the below screen will be displayed. Now click on Configure Admin API scopes.

• After clicking on “Configure Admin API scopes”, the below screen will be displayed and provide the following permissions:

• Fulfillment Services - Read and Write 

• Inventory - Read and Write

• Locations - Read

• Order, Transactions, and Fulfilments - Read and Write

• Discounts - Read 

• Product Information - Read and Write

• Products, variants, and collections - Read and Write

• Shipping rates, countries, and provinces - Read and Write

• After saving the above permissions, go to Configuration and configure storefront API Integration and enable

• Read products, variants, and collections

• Read product tags

• Read and modify customer details

• Read customer tags

• Read and modify checkouts

• After saving the Storefront API Integration, click on API Credentials. Click Install App.

• After installing the app, you will get the admin API access token, storefront API access token,  API key, and API secret key. Share them with your project manager at Quivers.

Configure Tax

Note:

These instructions are setup so that the merchant in Shopify will charge the worst-case tax rate for a given state for all states.

1. If the brand isn’t planning on using retailers for the fulfillment, they can skip this setup.

2. If the brand is planning to use a retailer for fulfillment, then it is mandatory to setup these instructions. This is because if the brand uses any other tax extension, it will only calculate taxes based on the merchant’s nexus. If an order came through and was fulfilled by a retailer which has nexus that the merchant does not, the retailer will not be able to collect the tax they require.

Setup Instructions:

• Go to Settings in the side panel.

• SelectTaxes and duties as shown in the below screenshot.

• Under Taxes and duties regions, if you wish to collect tax for the United States. 

• Click on the United States

• In the sales tax collection, click collect sales tax.

• You should see a pop-up box, as displayed in the screenshot below 

• Under this pop-up, select the state you wish to collect taxes in

• Sales Tax ID - Enter as per your choice 

• Now click on collect sales tax. 

• Similarly, configure this for all the regions in the United States.

To set up notifications and Webhooks:

• On the side menu, go to Settings → Notifications → Webhooks → Create Webhooks (at the bottom of the page)

• Create the following Webhook events:

  • Order creation
  • Format: JSON
  • URL: Enter the webhook URL shared by your project manager at Quivers. This will be used to fetch the orders as and when they are created on Shopify
  • Fulfillment creation
  • Format: JSON
  • URL: Enter the webhook URL shared by your project manager at Quivers. This will be used to fetch the shipments as and when they are created on Shopify.
  • Order cancellation
  • Format: JSON
  • URL: Enter the webhook URL shared by your project manager at Quivers. This will be used to fetch the cancellations as and when they are created on Shopify.
  • Refund create
  • Format: JSON
  • URL: Enter the webhook URL shared by your project manager at Quivers. This will be used to fetch the refunds as and when they are created on Shopify.

• Once all the Webhooks are set up, share the Webhook token displayed at the bottom of the screen (shown in bold in the screenshot below) with your project manager at Quivers.