When Shopify and EdgeCTP are connected, data flows automatically between the two systems seamlessly in the background. The following diagram show the main data flows and their direction. Why use EdgeCTP and Shopify Use Shopify as your eCommerce platform for listing your products online (store/web site); receiving online orders from customers and fulfilling those orders.
Overview: connect to Shopify from within EdgeCTP In this blog you’ll learn how to connect to Shopify store from within EdgeCTP. Shopify + EdgeCTP Accounts Before you get started with connecting Shopify and EdgeCTP, make sure that you have separately signed up to an EdgeCTP account and a Shopify Store/Merchant account. You will also need
Overview connect to EdgeCTP from within Shopify This blog will show you how to connect to EdgeCTP from within Shopify. Installing an unlisted EdgeCTP Shopify App Currently, EdgeCTP is NOT a listed app on the Shopify App Store. That is, EdgeCTP is an UNLISTED Shopify App. Therefore, ONLY perform the following steps if you wish
Learn how to: Connect Shopify to EdgeCTP (from within Shopify) Connect EdgeCTP to Shopify (from within EdgeCTP) Manage your Products, Customers, and Orders (data flows) between Shopify and EdgeCTP List your EdgeCTP Products onto your Shopify store Receive an Order from Shopify into EdgeCTP for Stock Control, Fulfilments etc. Manage Invoicing for a Shopify Sales
In this tutorial blog we’ll cover the following scenario: Entering customer details Raising and sending a Quote Converting the Quote to a Proforma Invoice (via an associated Sales Order) Raising POs for the particular job (for stock and transport separately) Receiving in stock and allocating to the earlier Sales Order Confirming the Sales Order and
Export or Commercial Invoice A Commercial Invoice (also referred to as an Export Invoice) is a primary document used during international trading activities. It includes commercial obligational information between the buyer and seller, along with the content of the package/consignment, and is the foundation of all other documents required for exporting goods overseas. The information
Overview To stop replication of data between EdgeCTP and FreeAgent simply disconnect the two systems. How to Disconnect FreeAgent from EdgeCTP In this blog learn how to disconnect FreeAgent from within EdgeCTP. Disconnecting FreeAgent from within EdgeCTP Make sure you have administration user access rights and login to your EdgeCTP account. From the home dashboard,
This post provides a step-by-step guide on how to complete and send a Formal Undertaking to your chosen Chamber of Commerce. Using the online free-to-use EdgeCERTS tool, you can digitally complete and send the Formal Undertaking to a Chamber of Commerce. If needed, use the EdgeCERTS digital Formal Undertaking to complete + send Formal Undertakings
Overview:Users of EdgeCTP can connect to the online cloud-based FreeAgent accounting package to seamlessly pass details on:Contacts (i.e. client details of firms that you may trade with)Stock or Product lines (i.e. items or articles that are sold during a sale)Invoices (i.e. sales and commercial invoices support trading with a client)Credit Notes (i.e. used to cancel
In this post, you’ll learn how to create a United Kingdom (UK) Certificate of Origin. We’ll demonstrate this by using the FREE online tool EdgeCERTS, which is part of the EdgeCTP suite of applications. UK Certificate of Origin: Online with EdgeCTP The best way to get a UK Certificate of Origin is to use an
