Shop orders (Shopify, Wix)
How orders from online shops arise in SimpliServ, and how they're processed and shipped
→ Open the "Shop orders" module in SimpliServ
Shop orders arise automatically when a customer places an order in a connected online shop (Shopify, Wix). SimpliServ receives the order via webhook, immediately reserves stock and creates a paid invoice.
Difference from CRM orders
| Aspect | Shop order | CRM order |
|---|---|---|
| Source | Shopify / Wix webhook | Manual or from proposal / service registration |
| Payment | Already paid on intake | Invoiced later |
| Invoice | Created automatically, status Paid | Created manually |
| Shipping doc | Mandatory delivery note for shipping | Delivery note optional |
| Status control | Derived automatically from delivery-note state | Manual + automatic shipping status |
| Case (CustomerFlow) | No | Yes, for service orders |
Lifecycle of a shop order
Shopify / Wix webhook (orders/create)
↓
SimpliServ creates the ShopOrder (status: Open)
↓
Stock is reserved (suppressed channel push, no echo)
↓
Invoice created automatically (status: Paid)
↓
Delivery note is created (status: Draft)
→ ShopOrder status: In progress
↓
Delivery note is marked as shipped
→ Stock is booked (reserved↓, total↓)
→ ShopOrder status: Partially delivered / Delivered
→ Stock push to Shopify / WixStatus of a shop order
| Status | Meaning |
|---|---|
| Open | Webhook received, no delivery note yet |
| In progress | At least one delivery note in draft, nothing shipped yet |
| Partially delivered | At least one delivery note shipped, but not all quantities covered |
| Delivered | All ordered quantities booked out via shipped delivery notes |
| Cancelled | Cancelled in the shop (terminal status, no longer overwritten) |
The status is calculated automatically from the state of the delivery notes — no manual setting needed.
Ship an order
Open the order
Open the order you want via the Shop orders module. Addresses and line items are already taken over from the shop.
Create a delivery note
On the ShopOrder detail page, click New delivery note (or use workflow automation). The delivery note is created in status Draft — from now on it serves as a picking list for the warehouse.
Stock is not yet booked in this step. The reservation from the webhook intake remains.
Pick the goods
The warehouse worker physically takes the goods from the shelf based on the delivery-note draft.
Mark the delivery note as shipped
In the delivery-note detail, Mark as shipped. Optionally enter the tracking number + carrier.
Now:
- Stock is booked (
reserved↓,total↓) - Delivery-note status: Shipped
- The stock update is pushed to Shopify / Wix
- The ShopOrder status is updated to Partially delivered or Delivered
For shop orders the delivery-note path is mandatory for shipping — no direct "Dispatch" like with a CRM order. Reason: tracking, the shipping document and channel sync all hang off the delivery-note finalization.
Partial deliveries
Multiple delivery notes can be created per shop order. Example:
- Order for 5 units of product X
- Delivery note 1 with 3 units → shipped → status Partially delivered
- Delivery note 2 with 2 units → shipped → status Delivered
Each delivery note only books its own share out of the warehouse when shipped.
Cancellation in the shop
If the order is cancelled in the shop (Shopify, Wix), an orders/cancelled webhook comes in:
- The reservation is released (
reserved↓) - Shopify decides itself whether the goods go back into available stock (a restock webhook comes separately)
- The ShopOrder status is set to Cancelled (terminal)
Invoice
The invoice is created automatically in the background on webhook intake, because shop orders are already paid on creation. It's immediately in status Paid and is available for the customer as a PDF download.
Manual invoice creation via the shop-order detail page is additionally possible (e.g. for reversal credit notes).
Channel sync
After every relevant stock movement (delivery-note finalize, cancellation, manual adjustment), the new free available stock is pushed to Shopify / Wix:
- Shopify: multi-location, each mapped warehouse is pushed individually
- Wix: single-location, only the default warehouse is pushed
That keeps the shop stock in sync with SimpliServ. Echo loops are prevented via suppressChannelPush on channel-originated actions. How you connect products and stock in general is covered under Set up channel sync.
Workflow automation
Via the workflow module you can automate actions, e.g.:
- On order received → email to the warehouse team
- On order delivered → email to the customer with tracking
- On order cancelled → Slack notification
Details under Workflows.
Related topics
- Delivery notes — the delivery-note detail flow, the trigger for the goods issue
- Inventory logic & stock control — reservations and bookings in detail
- Set up channel sync — sync products and stock with Shopify/Wix
- Connect Shopify — connect the shop via OAuth and receive orders
- Connect Wix — couple a Wix shop with SimpliServ
How is this guide?