WMS Connect
WMS Connect is an iPaaS (Integration Platform as a Service) that does not read live edits. Orders must be finalized before WMS Connect downloads them.
Integration method required: WMS Connect Order Send Delay + Optional Tag-Based Hold
How WMS Connect Downloads Orders
WMS Connect downloads orders when they are created in Shopify by default. However, WMS Connect has a built-in Order Send Delay feature that we leverage to create the editing window.
How the Integration Works
Standard Integration (Order Send Delay):
Order created → WMS Connect detects order
Order Send Delay active → WMS Connect waits before downloading (e.g., 30 minutes)
Grace period active → Customer can edit order during delay
Delay expires → WMS Connect downloads order with all edits included
Recommended Integration (Order Send Delay + Tag Hold):
Order created → Hold tag applied + WMS Connect detects order
Order Send Delay active → WMS Connect waits before downloading
Grace period active → Customer can edit order during delay
Grace period ends → Hold tag removed after payment captured/edits finalized
Delay expires → WMS Connect downloads order with all edits included
Why use tags? Tags provide extra protection to prevent orders with unpaid edits from being sent to the warehouse (e.g., via PVX) before edits are reversed or finalized.
Setup Instructions
Step 1: Configure WMS Connect Order Send Delay
Open your Shopify Admin
Go to Apps
Click WMS Connect
Navigate to Settings tab
Click Order Send Delay
Set delay time to match your editing deadline
Example: 30 minutes for a 30-minute editing window
Save settings
What this does: Creates a built-in delay before WMS Connect sends orders to the warehouse.
Step 2 (Recommended): Configure Tag-Based Hold
Why this is recommended: WMS Connect can hold orders from being sent to PVX (Peoplevox) or other warehouses based on order tags. This prevents orders with unpaid edits from being processed prematurely.
Import WMS Master Flow:
Download Order Editing x WMS Connect_Master Flow.flow
Navigate to Shopify Admin > Apps > Shopify Flow
Import the Flow file
Configure timing to match your editing deadline (e.g., 30 minutes)
Activate the Flow
Save
What this Flow does:
Applies a hold tag at the start of the editing period
Removes the hold tag after the capture payment node/send to warehouse node fires successfully
Provides extra protection against premature order processing
Record Tag in WMS Connect Settings:
In WMS Connect app
Go to Settings
Locate Tag-based holds or Order tag filters
Enter the hold tag name used by the Order Editing Master Flow
Ensure tag name matches exactly what the Flow applies
Configure WMS Connect to skip/hold orders with this tag
Save settings
Settings Summary
Standard Setup (Order Send Delay Only):
In WMS Connect:
Order Send Delay: Set to editing deadline (e.g., 30 minutes)
In Order Editing:
Editing Deadline: Configured to match WMS Connect delay
Recommended Setup (Order Send Delay + Tag Hold):
In Shopify:
Shopify Flow: Order Editing x WMS Connect Master Flow active
In WMS Connect:
Order Send Delay: Set to editing deadline (e.g., 30 minutes)
Tag-based hold: Configured to recognize and skip orders with hold tag
In Order Editing:
Editing Deadline: Configured to match WMS Connect delay
Why Tag-Based Hold is Recommended
The problem: If a customer adds items to their order but doesn't complete payment before the editing period ends, the order might be sent to the warehouse with unpaid additions.
The solution: Tag-based holds ensure:
Orders with unpaid edits are held until edits are reversed or paid
WMS Connect won't send problematic orders to PVX/warehouse prematurely
Extra layer of protection beyond just the Order Send Delay
When the tag is applied: At the start of the editing period
When the tag is removed: After the capture payment node or send to warehouse node fires successfully, confirming all edits are finalized
Testing
Standard Integration Test:
Configure Order Send Delay in WMS Connect
Place test order
Verify order doesn't appear in warehouse system immediately
Make edits during editing window
Wait for delay period to expire
Confirm order appears in warehouse system with all edits
Recommended Integration Test (with Tag Hold):
Configure Order Send Delay and tag-based hold in WMS Connect
Import and activate WMS Master Flow
Place test order
Verify hold tag is applied immediately
Verify order doesn't appear in warehouse system
Make edits during editing window
Wait for editing period to expire
Verify hold tag is removed after payment captured/edits finalized
Wait for delay period to expire
Confirm order appears in warehouse system with all edits
Troubleshooting
Orders appearing in warehouse too early: Verify Order Send Delay is configured correctly in WMS Connect
Orders with unpaid edits being sent: Implement tag-based hold (recommended setup)
Hold tags not appearing: Review WMS Master Flow configuration and verify it's active
Tags not preventing order send: Confirm tag name in WMS Connect settings matches Flow tag exactly
Orders stuck/not releasing: Check that hold tag is being removed after editing period ends
FAQ?
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