Critical Shopify Store Sections Not to Modify After Integration
Introduction
To ensure smooth operation and compliance after integrating with our platform, there are specific areas of your Shopify store that should not be altered. Modifying these sections can disrupt our integration, affect order processing, and lead to compliance issues. This guide will outline these critical sections and explain why they must remain unchanged.
1. Orders
Why? We control the payouts for orders. Modifying order information can interfere with the payout process.
What to Avoid:
Changing order details, including adding or removing products from the order.
Altering order status manually, including canceling, refunding orders, marking orders as fulfilled, etc.
Installing apps that may alter order information or how orders are processed without Flaviar's review and approval.
If you need to make changes to an order please contact [email protected] right away.
2. Store Payments
Why? We take over the payment gateway to streamline transactions & maintain compliance. Enabling other payment options or modifying the payment gateway settings can disrupt this process.
What to Avoid:
Changing payment gateway settings, like disabling Stripe as your payment gateway or changing the Stripe account connected to your store's payment gateway.
Enabling or disabling fast-checkout options like Shop Pay or PayPal
Installing payment apps without Flaviar's review and approval
Publishing your products to sales channels that may require Shopify Payments to process payments (like Instagram/Meta.)
Failure to comply may result in additional fees charged to your account, equal to the order revenue lost as a result of using unapproved payment methods, such as Shop Pay, PayPal, Shopify Payments, Affirm, and others.
3. Checkout Policies
Why? Compliance requires that our specific policies are displayed at checkout. Altering these policies can result in compliance violations.
What to Avoid:
Modifying or replacing the policies (terms of service, privacy policy, return policy) displayed at checkout.
Adding custom policies to checkout without our approval.
Using our policy on any page other than the cart/checkout pages.
4. Product SKUs, Prices, and Titles
Why? Changes to SKUs, prices, or titles can break the connection between your store and our order routing platform, leading to errors in order processing. Updates to your product's title, SKU, or price should be made directly in Flaviar Checkout, not Shopify.
What to Avoid:
Modifying product prices, SKUs, or titles.
Adding new products without our approval
Changing the vendor name on products - or using a vendor name that does not match the 'brand' associated with your products in Flaviar Checkout.
Adjusting inventory settings on alcohol products (like adding inventory, subtracting inventory, and changing if we continue to sell the product when the product is out of stock.)
Installing apps that alter product information without Flaviar's review & approval.
*You may use Shopify to edit product descriptions and pictures without Flaviar approval.*
5. Flaviar Checkout’s Custom App
Why? This custom app is essential for establishing and maintaining the connection between your store and our platform. Disabling or altering the app can disrupt this connection.
What to Avoid:
Disabling or deleting the Flaviar Checkout custom app.
Modifying app settings or configurations without guidance.
6. Order ID Format
Why? We rely on a specific order ID format for tracking and processing orders accurately. Changing this format can cause order tracking issues.
What to Avoid:
Altering the format of order IDs.
Customizing order ID sequences.
Removing or changing the order ID prefix set by our team.
7. Customer Service Email
Why? The customer service email is a critical point of contact for order-related queries and support. Changing this email can lead to communication breakdowns.
What to Avoid:
Changing the customer service email address or using an alternate 'sender' email address without our approval (all stores should include '[email protected]' as the sender email.)
8. Shipping States
Why? We have predefined shipping states that ensure proper order routing and delivery. Modifying these states can disrupt the shipping process and may result in canceled orders.
What to Avoid:
Adding shipping states directly in your shipping zones. If you have questions or concerns about the states you can ship to, please reach out to our team at [email protected]
If you need to remove states please let us know right away so we can coordinate internally.
9. Checkout Settings
Why? We establish specific checkout settings to ensure compliant order fulfillment. Altering these settings can delay order fulfillment and create compliance issues.
What to Avoid:
Changing checkout settings without approval, like setting up tips or altering the required fields like requiring phone number and email in order to checkout.
Installing apps that may alter the checkout process without Flaviar's review and approval.
10. Tax Settings
Why? When you integrate your Shopify store with Flaviar Checkout, certain configurations are carefully set up to ensure each retailers' tax requirements are met, compliance with tax regulations, and smooth order processing.
What to avoid:
Adding/removing taxable states/regions in Shopify's Tax settings
Creating tax setting overrides for any particular collection, without prior approval
11. Order Processing (under General Settings)
Why? To ensure order fulfillment flows smoothly to our order fulfillment platform, all orders must be manually fulfilled (except for gift card line items.) If you were to turn on 'automatically fulfill the orders' line items the orders will not be fulfilled by one our licensed retailers, as our system would treat the order as already fulfilled + archived.
What to avoid:
Changing any order processing settings without approval.
12. Editing Flaviar user permissions
Why? To ensure seamless maintenance and compliance of your Flaviar-integrated store, we require full access to your Shopify account. This allows us to ensure that all store settings remain compliant with Flaviar’s operational requirements. Failure to maintain access may result in a temporary pause in order processing until we can restore proper access.
What to avoid:
Removing permissions associated with Flaviar collaborator accounts or staff account
Removing Flaviar collaborator accounts or staff accounts entirely from your store
Shopify frequently updates its user and collaborator permission settings, so we may occasionally need your assistance to ensure we have the most up-to-date permissions enabled.
13. Installing order or product-related apps.
Why? We rely heavily on the order and product data we receive from Shopify to properly manage orders & fulfillment. Installing apps that may alter the information in both of these areas may result in order delays or order cancellations if we cannot process the order's customizations.
What to avoid:
Installing apps that impact order contents, information, or journeys without review & approval from the Flaviar team. This includes subscription apps, loyalty & rewards apps, upsell apps, etc.,
Installing apps that may impact product details or product creation in Shopify without review and approval from the Flaviar team. This includes bundling apps, print-on-demand apps, pricing & discount apps, etc.
Conclusion
Maintaining the integrity of these sections of your Shopify store is crucial for the seamless functioning of our integration. Any changes to these areas can lead to significant disruptions in order processing, compliance issues, and operational inefficiencies. If you need to make any adjustments or have questions, please contact our support team at [email protected] for guidance.
Thank you for your cooperation and understanding.