Your Shopify store will need to be set up in a specific way to allow Brilliant to integrate with it smoothly. Please follow the instructions below to set up your Shopify store after you have completed the Shopify Connection Setup instructions.

These Shopify store settings will help create a smooth integration experience. After clicking the Settings button at the bottom left of your Shopify admin, please use the following instructions for each of the noted individual settings pages.

1. Go to the General settings page.

2. In the Order processing section, we would generally recommend selecting Automatically fulfill the order's line items.

   • Please note that Shopify orders cancelled after the fulfillment has already been accepted will still continue to be fulfilled, and that fulfillment cancellation requests are currently not supported.

3. Click Save.

1. Go to the Payments settings page.

2. In the Payments capture method section, we would generally recommend selecting Automatically at checkout, keeping in mind that your company is responsible for collecting customer payments.

3. Click Save.

Brilliant must have certain information from each customer to successfully process their order.

1. Go to the Checkout settings page.

2. In the Customer contact method section:

   • Select Email for the contact method.

3. In the Customer information section:

   • Select Require first and last name for the Full name information.

   • Select Required for the Shipping address phone number.

4. Click Save.

You will need a shipping rate for products fulfilled by Brilliant so that customers can add items to their cart and have a smooth checkout experience. We recommend setting a flat shipping rate for all products.

1. Go to the Shipping and delivery settings page.

2. In the Shipping section, click a shipping profile that includes the products fulfilled by Brilliant.

3. Scroll down until you see an option to add rates for the fulfillment service created by the Brilliant app.

4. Click Add rates, then click Create new rate.

5. Configure the rate as you wish, keeping in mind that Brilliant cannot sync calculated rates to Shopify. Your Brilliant contact can help you determine the best flat rate for your use case.

6. Click Done, then click Save.

7. Repeat steps 2-6 for each shipping profile that includes products fulfilled by Brilliant.

In order for Brilliant to sync orders with Shopify, the products/variants in the Shopify store must be set up a specific way to be compatible with Brilliant. This will include setting the SKU and inventory options. The SKU is what will be the common identifier between the products in Brilliant's system and the products in your Shopify store, and will serve as the source of truth between the two systems. Please do not change the SKU or inventory options after they are set, as these options require certain values in order for the integration to work smoothly. Please also note that any product in your connected Shopify store that is fulfilled by Brilliant should only be fulfilled by Brilliant.

Here are the product/variant fields that are necessary for the Brilliant integration to work properly, which you should not change once set unless specifically requested by Brilliant:

• SKU: Corresponds to Brilliant ID

• Track quantity: Checked

• Continue selling when out of stock: Unchecked

• Quantity: Only location listed is Brilliant's fulfillment service

Brilliant will send you two CSV files to import into your store, each containing product/variant settings necessary to be compatible with the integration. Once you get these CSVs you can either import them directly into Shopify, or if you already have products created in your Shopify store, you can edit the existing products with the information present in the corresponding products in the CSV.

If you choose to import the CSVs sent to you by Brilliant to automatically create the products with all the integration-required settings, start by importing the products CSV with these steps:

1. In your Shopify admin, go to the Products page.

2. Click Import, then add the product CSV sent to you by Brilliant.

3. Click Upload and preview, then click Import products.

4. Once your import is done, Shopify will email the user who imported the products the status of the import. Please ensure that all products were imported successfully, and troubleshoot any which were not successful if necessary.

5. After the products CSV, you can import the inventory CSV. Note that the quantity listed in this CSV is not necessarily important or accurate, as each product's quantity will be overwritten by the integration. The main purpose of this CSV is to set the fulfillment location of each product.

6. With the Products page selected, click on the Inventory section on the left of the page.

7. Click Import, then add the inventory CSV sent to you by Brilliant.

8. Click Upload file, then click Start import.

9. Like the products import, the inventory import will trigger an email from Shopify with the status of the import. Please ensure that each product had it's inventory successfully updated, and troubleshoot any which were not successful. You may also want to look over your products and their settings to make sure the fields mentioned above all look as they should.

If you successfully completed the products/inventory import above, you can skip these steps. If instead you are choosing to manually enter product settings on your Shopify products, please go to the Products page in your Shopify admin to edit each of your products/variants (or use the products and inventory bulk editors) by following these instructions:

1. On each product, navigate to the Inventory section to make the adjustments. If the product has variants, navigate to the Variants section, then click on each individual variant and navigate to the Inventory section of the variant to make the adjustments.

2. Set the SKU field to the SKU that corresponds to that product/variant as shown in the products CSV you were provided by Brilliant.

3. Make sure that the Track quantity field is checked.

4. Make sure that the Continue selling when out of stock is unchecked.

5. Make the Brilliant fulfillment service the only location that stocks the item:

   • Click Edit Locations.

   • Uncheck any location that is not the Brilliant fulfillment service.

   • Check the Brilliant fulfillment service.

6. Click Save.

Before accepting official orders into your Shopify store, the integration will need to be tested to ensure all order fields are synced. Please place a test order in your Shopify store, then wait for Brilliant to get back to you with a confirmation that the sync is working properly or next steps if necessary.

After the test is complete, your Shopify Ecommerce integration is finished! Now, orders placed in your Shopify store will be transferred over to Brilliant to be fulfilled, and inventory and fulfillment updates will be synced back into your Shopify store.