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# Fulfil

### Fulfil Integration — Shopify Edited Order Sync (Account Editor)

###### This guide helps merchants using **Fulfil** (ERP) understand how to configure the integration so that Account Editor order edits are always reflected correctly. Fulfil **does not read live edits** — orders must be fully finalized before Fulfil downloads them.

|| **Important: Fulfil uses the Account Editor Delayed Master Flow** to delay order downloads. Payment is held in `Authorized` state while customers edit, then the Flow captures payment automatically after the grace period — triggering Fulfil to download the finalized order.

---

### How the Integration Works

###### Fulfil downloads orders from Shopify only when payment status is **"Paid"**. The Account Editor Delayed Master Flow creates a grace period between order creation and payment capture — giving you time to edit the order in Account Editor before Fulfil ever sees it.

### **Step 1 — Order Created**
###### Customer places an order → Payment is **Authorized** (not yet captured).

### **Step 2 — Grace Period Active**
###### The editing window opens. Customer or merchant can edit the order in Account Editor — add items, remove items, change quantities, update address.

### **Step 3 — Fulfil Skips the Order**
###### Because payment status is still `Authorized`, **Fulfil does not download the order**. The order is invisible to Fulfil during the entire editing window.

### **Step 4 — Grace Period Ends**
###### Shopify Flow automatically captures payment → Status updates to **Paid**.

### **Step 5 — Fulfil Downloads**
###### Fulfil sees the order for the first time with **all edits already included** — correct items, quantities, and totals.

---

### Step-by-Step Setup

## **📋 Step 1 — Change Payment Capture Setting in Shopify**

###### Set Shopify to hold payment in **Authorized** state so Fulfil cannot import the order until editing is complete and payment is captured.

1. Log in to **Shopify Admin**
2. Go to **Settings → Payments**
3. Scroll down to **Payment capture method**
4. Select **"Automatically after fulfillment"**
5. Click **Save**

|| **⚠️ 7-day limit: Shopify Payments authorizations expire after 7 days. Always ensure your grace period is well within this window.**

---

## **⚡ Step 2 — Import the Account Editor Delayed Master Flow**

###### The Account Editor Delayed Master Flow is a pre-built Shopify Flow automation that holds payment capture for a configurable grace period, then captures automatically — triggering Fulfil to download the finalized order.

1. Download the **Account Editor Delayed Master Flow** file (provided with this guide)
2. In Shopify Admin, go to **Apps → Shopify Flow**
3. Click **Import** and select the downloaded `.flow` file
4. Configure the **grace period timing** to match your editing deadline (e.g., **30 minutes**)
5. Click **Activate** to enable the Flow
6. Click **Save**

| [⬇️ Download Account Editor Delayed Master Flow](https://drive.google.com/file/d/1dQ9pnbumzyJNy_NKW6JCSaF1aHCUOmUu/view?usp=sharing)
|| **📝 How the Flow works: When a new order is created, the Flow waits for the configured grace period. After the wait, it automatically captures payment — changing the status from `Authorized` to `Paid`. Fulfil then downloads the order with all edits included.**

---

## **🚫 Step 3 — Disable Shipping Methods App Block in Account Editor**

###### Fulfil **does not support shipping method changes**. To prevent customer confusion, you must disable the Shipping Methods App Block in Account Editor settings.

1. Open your **Account Editor** app settings in Shopify Admin
2. Navigate to the **App Blocks** configuration
3. Find the **Shipping Methods App Block**
4. Toggle it **OFF**
5. Click **Save**

||| **🛑 Do not skip this step. If the Shipping Methods App Block is left enabled, customers may attempt to change their shipping method during the editing window. Fulfil will not reflect these changes, leading to incorrect shipping and customer complaints.**

---

## **✏️ Step 4 — Your Account Editor Workflow**

###### Once setup is complete, this is the automated flow for every order:

1. New order arrives → Payment = **Authorized** *(Fulfil does not see it ✅)*
2. Grace period active → Customer can edit in **Account Editor** — add/remove items, change quantities, update address
3. Grace period expires → Shopify Flow **automatically captures payment**
4. Payment becomes **Paid** → Fulfil downloads the finalized order ✅
5. Order is shipped with **all edits included** — no manual intervention needed

###### **What happens after this setup:**

* ✅ Correct order total — removed items not counted
* ✅ Added items appear correctly in Fulfil
* ✅ Quantity changes reflected accurately
* ✅ Address changes included in the download
* ✅ Inventory adjustments sync accurately between Shopify and Fulfil
* ✅ No manual payment capture needed — fully automated

|| **✅ Setup complete! Fulfil will always receive the final, correctly edited order. The entire flow is automated — no manual capture or Fulfil configuration required.**

---

### Settings Summary

| **Where** | **Setting** | **Value** |
| ---- |
| Shopify → Settings → Payments | Payment capture method | `Automatically after fulfillment` |
| Shopify → Apps → Shopify Flow | Account Editor Delayed Master Flow | **Active** — grace period configured |
| Account Editor → App Blocks | Shipping Methods App Block | **Disabled** |
| Account Editor → Settings | Editing Deadline | Configured (e.g., 30 min) |
| Fulfil | Standard Shopify integration | **Active** and syncing |

---

### Testing Checklist

###### Before going live, run through this checklist to confirm everything works correctly:

* ✅ Place a test order — verify it does **not** appear in Fulfil immediately
* ✅ Make edits during the editing window — add/remove items, change address
* ✅ Wait for the grace period to expire
* ✅ Confirm order appears in Fulfil with **all edits included**
* ✅ Verify inventory adjustments are accurate in both Shopify and Fulfil
* ✅ Verify shipping method changes are **blocked** (App Block disabled)

---

### Troubleshooting

| **Issue** | **Likely Cause** | **Fix** |
| ---- |
| Orders appearing in Fulfil too early | Payment capture not configured correctly, or Flow not activated | Verify payment capture setting and confirm the Account Editor Delayed Master Flow is **Active** |
| Orders not appearing after grace period | Flow is not capturing payment correctly | Open Shopify Flow → check the run history for errors → re-import if needed |
| Edits not reflecting in Fulfil | Edits were made after the grace period ended | Ensure all edits are completed **before** the grace period expires — Fulfil does not read live edits |
| Inventory discrepancies | Fulfil–Shopify sync settings misconfigured | Check Fulfil–Shopify sync settings for inventory management |
| Authorization expired (no payment captured) | Grace period exceeds 7-day limit | Reduce grace period to well under 7 days (recommended: 30 min – 2 hours) |

---

### Best Practices

* Always **disable the Shipping Methods App Block** — Fulfil cannot process shipping changes
* Keep the grace period short — **30 minutes to 2 hours** is ideal for most stores
* Sync the editing deadline in Account Editor with the Flow timing so customers see an accurate countdown
* Monitor Shopify Flow run history after launch to confirm payment captures are firing correctly
* Verify inventory adjustments in both Shopify and Fulfil after your first test order
* Test the full flow end-to-end before going live with real orders

---

### Need Help?

###### If orders still don't sync correctly after following this guide, contact Account Editor Support and share:

* Your store URL
* Screenshot of Shopify → Settings → Payment capture method
* Screenshot of Shopify Flow → Account Editor Delayed Master Flow status and run history
* Screenshot of Account Editor → App Blocks configuration
* The affected order number