Shopify App : EdgeCTP
7 essential trading tools in 1 cloud-based solution
About EdgeCTP
Increased Efficiency : When trading nationally and internationally using only ONE system. Plus, give your customers just ONE reassuring landing cost at checkout
Save Time : By eliminating the need to re-key data between different systems because it’s all in ONE place.
Save Money : By using just ONE cloud-based platform to support all your making, buying, selling, quoting, invoicing, stock control & shipping needs.
Connects Shopify with 7 Essential Fulfilment Tools
Compliment your Shopify store and online orders by connecting Shopify to EdgeCTP, which will give you order fulfillment and stock management in one online tool. In fact, using EdgeCTP with Shopify makes you more efficient because you get the following integrated 7 tools:
- CRM – Contact & Customer Management, shared seamlessly with the orders coming from Shopify
- Stock – Inventory Management with Bills-of-Materials, Manufacturing, Batches + Serial Nos.; Expiry items, etc., and a one-button listing to Shopify
- Docs + Certs – Quotes, Proformas, Invoices, Packing Lists, Dangerous Goods Notes, Certificates, Customs Declarations, Sales Orders, Purchase Orders, etc.… 26 digital/pdf document types
- Logistics – Compare shipping carriers; arrange collection; generate labels; track delivery + return goods, which to fulfill the Shopify order – fast
- Workflows – Sales and Purchases process management helps keep track of where you are in any sales and purchases cycle, so you better meet the demands of your Shopify orders
- Connections – automatic product + customer + order flows between Shopify; accounting packages postings; get duties & taxes for international Shopify orders; screen for restricted parties; get products pre-classified for HS6 + Tariff Codes
- Cloud – Get access to your business from any internet device; with nothing to download or install
Get started quickly with our Assisted Onboarding service, where we help you get your Products and Customers setup in EdgeCTP, which means switching from your legacy spreadsheets or CRM or ERP systems is simple and you’re productive from day one.
FAQ:
Q: Can I sync Products, Customers, and Orders between Shopify and EdgeCTP?
A: Yes, EdgeCTP lets you list your product(s) onto your Shopify store. On Shopify customers, who place orders, will be automatically copied into EdgeCTP along with their orders.
Q: Will I be able to retrieve an order from Shopify into EdgeCTP, so I can update my stock quantities and ship out the goods?
A: Yes, orders placed in Shopify will automatically flow into EdgeCTP as Sales Orders, where you can update stock quantities, create supporting docs + perform shipping.
Q: How do I create an invoice in EdgeCTP for a Shopify order?
A: Simple, the Shopify order will automatically arrive in EdgeCTP as a Sales Order, which lets you create an Invoice (Commercial or Standard) + Purchase Orders + Packing Lists, etc., and update your accounting package.
Stop wasting time and money, juggling between different systems and processes when fulfilling your orders from Shopify, get EdgeCTP, and start processing orders more efficiently, saving you time and money!
Seamless workflow: use directly in Shopify admin
Shopify: How to get started using Tariff Tools within Shopify via EdgeCTP
[2021/11/08 08:01:31]
Using the correct tools for international tariff compliance requirements, is critical to making sure that your goods are consigned efficiently overseas. This 9-step blog provides a step-by-step guide on how to: install the EdgeCTP app into your Shopify store from the Shopify App Marketplace use the international tariff tools, found within the installed EdgeCTP app, [...
Shopify: FAQ when using Shopify with EdgeCTP
[2021/09/13 01:06:41]
Here are some of the top frequently asked questions when you’re using Shopify and EdgeCTP together: How do I connect Shopify to EdgeCTP (from within Shopify)? How do I connect EdgeCTP to Shopify (from within EdgeCTP)? How do I sync Products, Customers, and Orders between Shopify and EdgeCTP? How can I list the products I [...
Uninstall EdgeCTP from within Shopify
[2021/09/13 12:53:01]
If you wish to uninstall EdgeCTP from Shopify, for whatever reason do the following steps. Login to your Shopify store admin, and click the Apps (left) menu choice. In the Apps screen, you’ll see EdgeCTP as an Installed app. Click Delete to uninstall it. When Shopify asks for a confirmation to Delete EdgeCTP from Shopify, optionally [...
Disconnect Shopify and EdgeCTP (from within EdgeCTP)
[2021/09/13 12:47:48]
If you wish to disconnect Shopify from EdgeCTP, for whatever reason do the following steps. Login to EdgeCTP and from the Home dashboard choose Settings > eCommerce > ShopifyNotice in this example Shopify is currently connected. Click Disconnect and when the Disconnect from Shopify pop-up appears, click 1st Disconnect Shopify In a new tab, the Shopify Store (admin) will open. Login [...
Generate an Invoice from the Shopify Sales Order
[2021/09/13 12:17:57]
Having received a Shopify order into EdgeCTP as a sales order, you can perform the following steps to create an invoice (standard accounting or commercial invoice); sent the invoice to the Buyer/Customer and update your accounting package to account for the sale. From the EdgeCTP Home dashboard choose Our Sales > Sales Orders > eCommerce On the eCommerce dashboard, [...
How to receive an Order from Shopify into EdgeCTP for Stock Control, Fulfilments etc.
[2021/09/13 10:55:09]
Normally orders for products are placed by customers (online shoppers) who: visit your Shopify online store find the product(s) they need add the product(s) to their shopping cart pay for their ‘order’ via the online checkout process The order then appears on your Shopify Store Admin dashboard ready for you to fulfil. Alternatively, the customer [...
How to list your EdgeCTP Products onto your Shopify store
[2021/09/13 10:33:18]
If you have a product(s) that is currently in EdgeCTP and you wish to list it onto your Shopify store then do the following steps. Tagging an EdgeCTP product(s) for listing on Shopify Login to EdgeCTP and from the Home Dashboard choose Stock Control (menu) > Products & Inventory to show the Products & Inventory dashboard [...
How to manage your Products, Customers, and Orders (data flows) between Shopify and EdgeCTP
[2021/09/13 10:04:42]
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. [...
How to connect to Shopify from within EdgeCTP
[2021/09/13 09:49:11]
In this blog you’ll learn how to connect to your 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 the appropriate “administration” user roles to [...
How to connect to EdgeCTP from within Shopify
[2021/09/13 08:22:20]
This blog shows you how to connect 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 to test EdgeCTP with your “development store”. Use the [...
About the Author
Matej Kontros is an E-Commerce expert and app developer with over a decade of professional experience in IT.
Matej has worked for organisations of all types and sizes, including global players, startups, and agencies. He designed, developed, and maintained complex projects.
Matej's expertise includes e-commerce, software engineering, web development, systems administration, internet security, managing projects, and building teams.
Visit his website at [ Web Linkedin ] or contact him at [email protected].