018434: Channels 2.0. Separate Shopify order payments to different bank accounts

Overview

The Channels 2.0 integration for Shopify has been enhanced to assign a hierarchy to determine the Bank account which is applied to orders.

Specification

When importing orders and applying default values, the system will utilise the following hierarchy to determine the Bank Account that is applied to orders:

  1. Payment Account
  2. Courier
  3. (Global)

The channel setup screen has an extra column within the Channel Order Types grid, which is named “Type”. The contents are either “Courier” or “Payment Account”.

Configuration

The options are setup in the Channel Order Types grid. The default Channel Order Type is Global and the Bank Account can be added in the right-hand grid and the bank to be used defined by focusing int he Value column and pressing F8.
Note: until the initial set of orders are imported adding more options to the Channel Order Types grid, it will not be possible configure any other options part from those linked to Global.

Usage

Once configured the following is an example of how this option would work.

The system has been setup as follows:

  • Payment account: the Payment Account of “Bank Deposit” will have its payment associated with the “Credit Cards” bank account.
  • Courier: a courier of “Standard shipping” will have its payment associated with the “Euro Account” bank account.
  • Global: the “Global” setting will have its payment associated with the “Sterling Account” bank account.

This would behave as follows:

Example 1

A Shopify order has the payment method of “Bank deposit”, as the payment method has the highest place in the hierarchy, then the payment on the order will use the “Credit Cards” bank.

Example 2

A Shopify order has a payment method other than “Bank Deposit” or the “Bank Deposit” has no payment bank selected. KC will check the second second level of the hierarchy, which is the Courier settings. The order has a Courier of “Standard Shipping”, therefore the Bank Account setting of “Euro Account” is used.

Example 3

A Shopify order has a payment method other than “Bank Deposit” or the “Bank Deposit” has no payment bank selected and there is no courier selected, or the courier selected has no bank account set. The bank account will be selected from the third level of the hierarchy, which is the global setting of “Sterling account”.

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team