Online stores process orders differently depending on the types of products they sell, how their stock is organized on shelves, and their operational workflows.

Below is a complete workflow for stores that prefer to pick the products from the shelf first, and generate the invoice only after confirming stock availability.

This workflow is ideal for stores that manage physical inventory and want to ensure all products are available before issuing the invoice. If an item is missing, the order is set aside until the next restock. After the products become available, the picking is completed and the invoice is generated before shipping the parcel.

How the workflow works

1. Generate the AWB.

2. Scan the AWB using the xConnector mobile app.

3. Pick the products from the shelf (with or without product scanning).

4. Mark the order as Picked in the mobile app.

5. The Shopify Flow detects that the order is now Picked and automatically triggers invoice generation.
   
   
   
   

Required settings

1. Initial checks

• Verify the API connection to your invoicing service. Make sure it is enabled and connected.

• Perform a manual invoice generation in xConnector to confirm the integration works.

• Ensure no other invoice-automation settings are active (other flows, tracking-based invoicing, COD import invoicing, etc.).

2. xConnector settings

• xConnector > Profile > Preferences > Automation > Default billing connector
  Select your billing connector.

• xConnector > Profile > Preferences > Default values

  • Include shipping in COD

  • Include shipping in invoice

  • Use the billing address for invoice

  • Do not create invoice if company is not found

• xConnector > Profile > Preferences > Content helpers

  • Enable “Search for company details”.

3. Shopify Flow setup

• Go to Shopify > Flows > Import

• Select the attached flow, import it, and activate it.

Flow explanation

When an order is marked as Picked, the flow automatically triggers invoice generation through xConnector.

How to test the workflow

1. Create a test order in Shopify.

2. Generate the AWB through xConnector.

3. Mark the order as Picked in the mobile app.

4. Check xConnector to confirm that the invoice was created automatically.

5. Check Shopify (timeline / app logs) to confirm that the invoice automation was triggered successfully.