Shopify Fulfilment Integration

THG Fulfil’s Shopify integration provides order fulfillment through our THG Connect platform. This integration enables automatic order processing, inventory synchronization, and product creation directly within your Shopify store.

Onboarding Process

Platform Invitation

See the platform documentation for invitation steps.

Shopify App Installation

The app installation process connects your Shopify store with THG Connect:

1. Installation Link: THG will provide a dedicated app installation link for your organization.
2. Authorization Flow:
   • Click the installation link to be redirected to the THG Connect portal
   • You’ll then be redirected to Shopify to select the store for app installation
   • Finally, return to the THG Connect Portal to select your organization and partner
3. Setup Completion: Follow the guided setup process until completion, where you should see three sections with checkmarks confirming successful installation.
4. Verification: Both THG Connect and Shopify are now integrated and ready for product and order configuration.

Enabling Integration for Orders

To enable THG Connect to receive and process orders, orders must be assigned to the correct location and have fulfillment requested:

Method 1: Global Fulfillment Setting

Configure Shopify’s global fulfillment behavior:

1. Navigate to Settings > General in your Shopify admin
2. Under “After an order has been paid,” select:
   • “Automatically fulfill the order’s line items” ✓
   • “Automatically fulfill only the gift cards of the order”
   • “Don’t fulfill any of the order’s line items automatically”

Note: This setting affects all locations. If you have other fulfillment providers requiring unfulfilled orders, use Method 2.

Method 2: Shopify Workflows

Set up a Shopify workflow for more granular control:

1. Create a workflow that moves orders to the “requested” fulfillment state

2. This method allows for additional features such as:
   • Grace periods between order creation and THG Connect processing

Shipping Profile Configuration

1. Delivery Options Mapping: Map each delivery option in the shipping profile you intend to add to THG Connect’s location to a THG delivery type (see Delivery Options Mapping)

2. Location Assignment: Add THG Connect location(s) to your shipping profile and configure order routing rules

3. Go Live: Once configured, orders will begin flowing to THG Connect (provided there is stock available for the products)

Delivery Options Mapping

When customers check out, they choose a delivery option (for example “Standard Shipping” or “Express”). THG Connect uses your delivery options mapping to decide which THG delivery type each order is sent with. You manage the mapping yourself from the Delivery type mappings page in the THG Connect Shopify app.

Opening the Delivery Type Mappings Page

1. Prerequisites: You must be logged in to THG Connect in the app and your store must be connected (see Shopify App Installation)
2. Open the Page: Select Delivery type mappings in the app menu, or Manage delivery type mappings on the Dashboard

Default Delivery Type

The default delivery type is used for any order whose delivery option is not mapped. If no default is set, unmapped orders are sent as UK_STANDARD.

Shopify Shipping Methods

The page lists the delivery options from Settings > Shipping and delivery in your Shopify admin automatically, so you don’t need to enter them yourself. Delivery options added in Shopify appear the next time you open the page.

• Map an Option: Select a delivery type for the option, or leave it as Not mapped (use default)
• Inactive: The option is currently switched off in Shopify
• Carrier calculated: The rate comes from a carrier app, so the name shown on orders may be different. Add those names under Custom Shipping Methods

Custom Shipping Methods

Some orders have a delivery option that is not in your Shopify shipping settings, for example orders from marketplace apps such as Amazon, draft orders with a custom shipping rate, or carrier-calculated rates.

1. Add: Enter the name exactly as it appears on the order and select Add shipping method (capitalisation is ignored)
2. Map: Select the delivery type for the new method
3. Remove: Select Remove to delete a custom method you no longer need

Note: default is a reserved name and cannot be added as a custom method. Use the Default Delivery Type instead.

Supported Delivery Types

• UK_STANDARD: Standard delivery within the UK
• UK_NEXT_DAY: Next day delivery within the UK
• UK_ECO: Economy delivery within the UK
• INTERNATIONAL_TRACKED: International tracked delivery
• INTERNATIONAL_STANDARD: International standard delivery
• WORLD_WIDE_EXPRESS: Worldwide express delivery
• US_NEXT_DAY: Next day delivery within the US
• USPS: US Postal Service delivery
• US_TWO_DAY: Two day delivery within the US

The Delivery type mappings page always shows the current list of supported delivery types.

Saving Changes

1. Save: Select Save at the top of the page
2. Apply: Changes apply to new fulfillment requests. Orders already sent to THG Connect keep their delivery type

How the Delivery Type is Chosen

1. Mapped Option: The delivery type mapped to the order’s delivery option
2. Default: Otherwise, the Default Delivery Type
3. Fallback: Otherwise, UK_STANDARD

Product Setup for Consumption

Product configuration must be completed after the Shopify app installation but before stock is inbounded to the warehouse.

Metafields Configuration

During onboarding, THG Connect creates the following metafields on your ProductVariants:

• thg.consume: Boolean field to enable/disable product consumption (editable)
• thg.hazmat: Boolean field for hazardous materials classification (editable)
• thg.classification: List of product classifications for special handling (editable — see Product Classification)
• thg.errors: Displays any issues with product consumption (read-only)
• thg.id: Stores the THG product ID for reference (read-only)

Required Product Data

Each product variant must have the following information configured in Shopify:

Inventory Section

• SKU: Unique product identifier
• Barcode: Product barcode for warehouse scanning

Shipping Section

• Country of Origin: Manufacturing country for customs
• HS Code: Harmonized System code for international shipping

Additional Requirements

• Batch Expiry Controlled: Use thg.collect_expiry and/or thg.batch_controlled metafields to flag this product variant as requiring batch numbers and/or expiry to be recorded.
• Hazmat Classification: Set in the thg.hazmat metafield for hazardous products
• Product Classification: Set in the thg.classification metafield for products requiring special handling (see Product Classification)

Product Classification

The thg.classification metafield is a list that describes special handling characteristics of a product variant. It accepts one or more of the following values:

• FRAGILE: Indicates the product requires careful handling due to its fragile nature.
• LIQUID: Indicates the product is a liquid.
• CONSUMABLE: Indicates the product is a packaging consumable — a disposable material used during packing and shipping that is continuously replenished and not intended for long-term reuse. Primary examples are packaging boxes and bags.

If the product variant is none of the above, the field can be left empty.

Product Consumption Process

1. Data Validation: Ensure all required product data is complete
2. Enable Consumption: Set the thg.consume metafield to true and save the variant

3. Product Sync: The product will be pushed to THG Connect and appear in the portal within a few minutes
4. Approval Process:
   • Approved Products: Will have the thg.id metafield populated and receive a thg-approved tag

• Rejected Products: Will have the thg.errors metafield populated with required changes and receive a thg-rejected tag

5. Error Resolution: Use the product tags to filter and identify products requiring attention

Important: Complete product setup before inbounding stock to the warehouse. Stock synchronization occurs automatically as inventory is received.

Order Processing Flow

Standard Order Flow

1. Order Creation: Customer places an order in your Shopify store
2. Order Routing: Shopify assigns the order to appropriate location(s) in unfulfilled state
3. Fulfillment Request: Either automatic settings or workflows move the order to “requested” state
4. THG Processing:
   • THG Connect receives the fulfillment request
   • Delivery type is set from your delivery options mapping
   • Order is accepted if all requirements are met
   • THG order ID is added to Shopify order notes for reference
   • Rejected orders include detailed error messages for resolution
5. Fulfillment: Once dispatched, THG Connect fulfills the order in Shopify with tracking information

Order Cancellations

Shopify-Initiated Cancellations

• Request cancellation through Shopify interface
• THG Connect evaluates the cancellation request
• Accepted: Order is cancelled in both systems
• Rejected: Cancellation denied due to order status (e.g., already shipped)

THG-Initiated Cancellations

• Orders cancelled in THG Connect are automatically reflected in Shopify
• Customers receive appropriate notifications through Shopify’s standard processes