💡 How to automate order fulfillment

Hey Makers :wave:

:mount_fuji: Happy Mountain Day!
I can safely say that for me, the peak of today is being able to share the following piece with you. So, put on your hiking boots, and let’s climb this story arch.

:shopping: This is going to look familiar to anyone in the e-commerce industry.

When the apps you use to run your business are great on their own, but you’re still losing time trying to manage them all separately to get the job done…that’s when the headaches start.

Enter Thomas Buckley, founder of Arctec Data and official Make Partner, who worked out a solution for a client struggling to bridge the gap between taking orders and dispatching them.

Thomas smiling because he knows how to automate

Using Shopify, Ninox, Xero, and Make, Buckley’s solution automated three key parts of the order fulfillment process:

  • The logistics team was notified to process and dispatch each order
  • Customers received automatic notifications of their orders’ status
  • An invoice was instantly added directly to the client’s Xero accounting software

This saves the client 30 minutes per order, which amounts to a whopping 80 hours per month!

Just think what your business could do with all that extra time on your hands.

:nerd_face: Read on for the full story

What problem were you trying to solve with your automation?

One of our customers is taking orders for physical and digital products from Shopify and using Ninox to dispatch them, but the two systems need integrating to save time processing each order. The Shopify eCommerce store is currently handling 160 orders per month, but they are expecting the number to increase.

Why did the problem exist?

Shopify is excellent at eCommerce, but the customer also needs a more robust ERP system to manage their orders and more. So, Shopify was not enough to process orders alone. Hence, it needed to integrate with the customer’s Ninox ERP database.

How did you solve the problem? What does your solution look like?

Now, when a new order is received in Shopify, it is automatically added to the Ninox ERP using Make. As part of this integration, the logistics team gets notified of the new order so they can get it processed. Once the item(s) are dispatched, the customer receives an update email AND an invoice is automatically added to their Xero accounting software.

For Orders that contain only digital products, the Logistics team does not need to be involved. So a separate integration is triggered which automatically sends out the digital product to the customer. Likewise, an invoice is also automatically added to their Xero accounting software. So, using Make, we have automated a number of processes that each order requires, saving easily 30mins per order.

the automated processes summarized

What did your solution achieve?

:hammer_and_wrench: Reduced manual processing of orders
:white_check_mark: Reduced error in data stored
:hourglass_flowing_sand: Saved time across operations, logistics and accounting
:smiling_face_with_three_hearts: Improved customer experience

Helpful Resources:

:make: Ninox on Make
:make: Shopify on Make
:make: Xero on Make


What a great solution! :slight_smile:

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Fantastic solution! Visualisation here really helps bring this to life too :heart:

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