Overview

This document explains how the Auto Update Work Order Status based on Shopify Order Status feature works between Shopify and Dyrect.

Once enabled, any status update made to an order in Shopify is automatically reflected in the corresponding Work Order in Dyrect. This eliminates manual status updates and ensures both platforms remain synchronized.

Steps to Configure Integration

Step 1: Enable Shopify Integration in Dyrect

• Go to Settings → Integrations
• Ensure Shopify is installed and connected

Step 2: Configure Permissions

• Navigate to the Configuration tab
• Enable required permissions:
  • Read Orders
  • Write Orders
    
  • Edit Orders
    
• Click Grant Permission
  
  
  
  

Step 3: Enable Data Sync

• Go to Data Syncing
• Enable:
  • Order Sync
• Click Save
  
  
  

Step 4: Enable Automation Flow

Under Automation Flows:

• Dyrect work order sync to shopify
  
  
  

Process Flow

Step 1: Service Order Creation In the Back Office (Dyrect), the client creates a Service Order
In the Dyrect Back Office, the client can create a Repair or Replacement Service Order based on the customer claim.

Note: If you need assistance creating a Service order, refer to the following articles:

• How to Create a Repair Order 
• How to Create a Replacement Order 
  

  From the Service Orders section, the client can:

  • View all created Service Orders.
  • Identify the Service Order by its Service Order ID.
  • Click on the Service Order ID to open the Service Order Details page.
  • Review the complete details of the Repair or Replacement Service Order.
    
    
    

                      

Step 2: Order Reflection in Shopify

• Once the work order is created:
  • A corresponding order is visible in Shopify
    
    
    
    

Step 3: Status Update in Shopify

• Go to Shopify Orders
• Open the respective order
• Update the order status (e.g., fulfilled, processing, etc.)
  
  
  

Step 4: Status Sync to Dyrect

• The updated Shopify order status is automatically synced
• The Work Order status in Dyrect is updated accordingly
  
  
  

Conclusion

The Auto Update Work Order Status feature ensures both Shopify and Dyrect remain in sync.

By enabling this:

• Manual status updates are eliminated
• Real-time tracking is achieved
• Operational efficiency is improved

FAQs

1. Why is the work order status not updating in Dyrect?

• Ensure the automation flow is enabled
• Verify Order Sync is active
• Check if the status is updated in Shopify

2. Where should the status be updated?

Status should be updated in Shopify Orders, not in Dyrect.

3. Is manual update required in Dyrect?

No, once enabled, updates happen automatically.

4. What triggers the status update?

Any status change in Shopify order triggers the update in Dyrect work order.