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# Peoplevox

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

###### This guide helps merchants using **Peoplevox** (WMS) understand how to configure the integration so that Account Editor order edits are always reflected correctly. Peoplevox **reads live edits based on the iPaaS** (Integration Platform as a Service) associated with it — however, the delayed capture flow is still required to prevent premature order downloads.

|| **📝 iPaaS-dependent live edits: Peoplevox can read live edits depending on your iPaaS configuration. However, the **Account Editor Delayed Master Flow** is still required to delay the initial download — ensuring Peoplevox does not import the order before the editing window closes. Contact your iPaaS provider and Peoplevox representative to confirm whether live edit syncing is active on your account.**

---

### How the Integration Works

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

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

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

---

### Step-by-Step Setup

## **📋 Step 1 — Enable Manual Payment Capture in Shopify**

###### Set Shopify to hold payment in **Authorized** state so Peoplevox 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 **"Manually capture payment for orders"**
5. Click **Save**

|| **⚠️ 7-day limit: Shopify Payments authorizations expire after 7 days. Always capture payment within this window after editing is complete.**

---

## **⚡ 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 Peoplevox 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`. Peoplevox then downloads the order with all edits included.**

---

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

###### Peoplevox **does not support shipping method changes** during the editing window. 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. Set it to **Disabled**
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. Peoplevox will not reflect these changes, leading to incorrect shipping and customer complaints.**

---

## **⏱️ Step 4 — Configure the Editing Deadline**

###### Set how long customers have to edit their order before the grace period expires and payment is captured. This deadline should match the timing configured in the Shopify Flow.

1. Open **Account Editor** app settings
2. Find the **Editing Deadline** setting
3. Set the deadline to match your Flow timing (e.g., **30 minutes**)
4. Click **Save**

|| **📝 Keep timings in sync: The editing deadline shown to the customer should match (or be slightly shorter than) the grace period in Shopify Flow. For example, if the Flow waits 30 minutes before capturing, set the editing deadline to 25–30 minutes so customers see an accurate countdown.**

---

## **✏️ Step 5 — Your Account Editor Workflow**

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

1. New order arrives → Payment = **Authorized** *(Peoplevox 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** → Peoplevox 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 Peoplevox
* ✅ Quantity changes reflected accurately
* ✅ Address changes included in the download
* ✅ No manual payment capture needed — fully automated

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

---

### Settings Summary

| **Where** | **Setting** | **Value** |
| ---- |
| Shopify → Settings → Payments | Payment capture method | `Manually capture payment for orders` |
| 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) |

---

### Testing Checklist

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

* ✅ Place a test order — verify it does **not** appear in Peoplevox immediately
* ✅ Make edits during the editing window — add/remove items, change address
* ✅ Wait for the grace period to expire
* ✅ Confirm payment is captured automatically by the Flow
* ✅ Confirm order appears in Peoplevox with **all edits included**
* ✅ Verify shipping method changes are **blocked** (App Block disabled)

---

### Troubleshooting

| **Issue** | **Likely Cause** | **Fix** |
| ---- |
| Orders appearing in Peoplevox too early | Payment capture not set to Manual, or Flow not activated | Verify payment capture = "Manually capture payment for orders" and 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 reflected in Peoplevox | Edits made after grace period, or iPaaS not configured for live sync | Ensure edits are completed **before** the grace period expires. If live edit sync is expected, confirm your iPaaS integration is configured properly with Peoplevox |
| Customer changed shipping method | Shipping Methods App Block is still enabled | Disable the Shipping Methods App Block in Account Editor settings |
| 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

* Keep the grace period short — **30 minutes to 2 hours** is ideal for most stores
* Always **disable the Shipping Methods App Block** — Peoplevox cannot process shipping changes
* 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
* 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
* The affected order number