Use Case: Order And Customer Management

In this Article

Using Shopify Snap Pack To Automate The Sales Operation

The constantly evolving ecommerce industry demands small stores and large ecommerce enterprises to upscale their applications to meet customer needs and sustain a competitive advantage—all while ensuring business profits. Enterprises face challenges that range from unique and complex customer behavior to relentless competition. This use case demonstrates how we can use the Shopify Snap Pack to help enterprises create an edge over their competitors and provide a unique experience for their customers.

Problem

In a real business case scenario handling each sales operation can be tedious—from creating customers, products, orders, and sending invoices to closing and deleting the orders are manual tasks. This process is time-consuming (especially if the order volume is high) and inefficient

Solution

Using the Shopify Snap Pack, we can automate the workflow of a sales operation from end-to-end. We leverage the Shopify Snap Pack in this Pipeline to automate the sales operation workflow that enables the customers to have a unique, personalized, and seamless shopping experience. This Pipeline demonstrates how we can accomplish all these tasks efficiently with a single Pipeline.

Download the Shopify Pipeline

Understanding the Shopify Pipeline

We use Shopify Snap Pack to automate the sales workflow seamlessly from creating customers to closing or deleting an order. This Pipeline involves a combination of Shopify Snaps to automate this workflow. This Pipeline involves the following key steps:

Prerequisites

  • Create an app and store in your Shopify application.
  • Set the required scopes for the app. In this use case we set the scopes to perform the following actions:
    • Add read customers, read orders, and read products.
    • Add write orders and get orders.

Create a Customer

In step 1, we configure the Pipeline to add customer data, transform the customer data to get only specific customer details, and create a new customer.

Initially, we configure the JSON Generator Snap to add customer data as follows.

In the Mapper Snap, we map the customer details to the target columns.

Next, we configure the Create Customer Snap to create a new customer. 

Create a Product and Product Variant

In step 2, we configure this part of the Pipeline to create a product and its variant. A product variant represents one version of a product with several options.

To this end, we use a Mapper Snap to pass data of the product to the Create Product Snap.

We configure the Create Product Snap to create a new product.


We use another Mapper Snap to pass the product variant details to the Create Product Variant Snap.


We configure the Create Product Variant Snap to create a variant for the product.

Join customer and product data

In step 3, we configure this part of the Pipeline using the Join Snap to combine the customer data and product data coming in from the upstream (Create Customer and Create Product Variant) Snaps to create customized product data for the customer we have just created.

We configure the Join Snap as follows to combine the customer and product data.

We configure the Mapper Snap to pass customized product data for the customer.

Create an order for the customer

In step 4, we create an order for the customer using the Mapper and Create Order Snaps.

We configure the Create Order Snap to create an order for the customer.

Get and delete an order

In step 5, we get the customer's order using the Get Orders Snap. Once we complete the order for the customer, we want to delete that order using the Delete Order Snap.


To delete the order once the order is completed, we configure the Delete Order Snap.


We can build similar Pipelines to create orders for existing customers.

Downloads

  File Modified

File Use_Case_Shopify_Orders_Create_a_Cutomer_and_Order.slp

Jun 30, 2021 by Kalpana Malladi