RMSify Introduction

Modified on Tue, 02 Jan 2024 at 04:13 PM

RMSify is a Shopify add-in developed and supported by K3 BTG, and is designed to provide a full integration between Microsoft Dynamics RMS, and the popular eCommerce platform, Shopify. The add-in must be installed through the Shopify App Store, and you must have a valid Shopify account in order to install it. It’s easily found by searching for “RMSify” at http://apps.shopify.com 


The software itself is a single installer which can be used anywhere in the RMS estate. There are no different installers for Headquarters, Store or POS as there are with other integrated solutions. It’s one simple package which can be installed wherever you need to run it. The package consists of 2 components. 


  • RMSify Sync – This is the application which synchronises your product data between RMS and Shopify, and is also where all settings are configured. RMSify Sync can either synchronise data from RMS to Shopify, or the other way round – from Shopify into RMS. This can be run on a Store Operations database or a Headquarters database and it will automatically detect which it is and behave accordingly. This is usually operated from a “Back office” computer. 


  • RMSify Web Orders – This is the application which runs on the till and allows the process of Shopify Web Orders through the RMS POS interface. It retrieves outstanding orders from Shopify to allow a “Picking List” to be printed to your receipt printer. Once picked, it imports the order as a standard POS transaction and allows you to tender the transaction as per RMS. It then notifies Shopify that the order has been shipped. It can only be launched through a Custom POS Button and therefore can only be run on an RMS Point of Sale. 

 

As already discussed, RMSify can be used in Store Operations and Headquarters, or a combination of both. Here are the supported topologies which you can deploy RMSify to. 


  • Standard Headquarters – This scenario is when product data is synchronising from the Headquarters database. All web orders must be processed through an RMS POS, and you must choose which store is going to be used to process your web orders. You can optionally choose which “on hand” figures you want to use in Shopify – Either the quantities from the store you selected as your web store or the total of “on hand” quantities from all of your stores. In this scenario, it is not possible to run Sync and Web Orders on the same physical computer. 


  • Store Only Headquarters – This scenario is when your store is part of an RMS Headquarters chain, but product data and web orders are all processed through a single store as part of that chain. This is not recommended, as any product data amended at store level is liable to be overwritten by an RMS Headquarters Worksheet. In this scenario, only local store inventory data is used for your Shopify inventory levels. 


  • Single Store – This scenario is when you have only one RMS store. Both RMSify Sync and RMSify Web Orders run from the single store database. 

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