Product catalog mapping
New SecureIO customers with no existing products
If you are starting a new SecureIO database and your products are only on Shopee, you can import your Shopee product catalog into SecureIO.
Export Shopee catalog: Use the Mass Function drop-down to export the product catalog from Shopee, ensuring it includes the Shopee SKUs.
Import into SecureIO: Import the exported catalog into SecureIO. During the import process, it is crucial to map the Shopee SKU to the Internal Reference field in SecureIO. This field will serve as the link between your Shopee and SecureIO products.
Existing SecureIO customers with products already in SecureIO
If you already have products in your SecureIO database, you’ll need to map your Shopee listings to your existing SecureIO products.
Export Shopee catalogs: Use the Mass Function drop-down to export the product catalog from Shopee (including Shopee SKUs) and export your product catalog from SecureIO (including Internal References).
Map in a spreadsheet: Use a spreadsheet to map the products. Match the Shopee SKU from the Shopee export with the corresponding Internal Reference from the SecureIO export. Create a column that links the Shopee SKU with the SecureIO Internal Reference.
Update SecureIO products: Import the updated spreadsheet back into SecureIO. Use the mapping you created in the spreadsheet to update the Internal Reference field of your existing SecureIO products with the corresponding Shopee SKU. This establishes the link between your SecureIO and Shopee products.
Important
Product catalog synchronization between SecureIO and Shopee is not automatic. It is a manual operation that you must initiate. The process differs depending on whether your products already exist in SecureIO.
Order synchronization
Orders are automatically fetched from Shopee, and synchronized in SecureIO, at regular intervals.
The synchronization is based on the Shopee orders status: only orders whose status has changed since the last synchronization are fetched from Shopee. This includes changes on Shopee only.
When an order is canceled on Shopee, it will update the order’s status in SecureIO. On the other hand, if an order is canceled on SecureIO, the change won’t be reflected on Shopee.
For every synchronized order, SecureIO creates a sales order and a customer (contact), as long as the customer hasn’t been previously imported from Shopee or doesn’t already exist in the database.
Note
The principal of the synchronization is to only fetch orders that needs to be shipped
(i.e., SHIPPED, CANCEL, UNPAID, COMPLETED).
Force synchronization
In order to force the synchronization of an order, whose status has not changed since the previous synchronization:
Then, navigate to the Shopee account in SecureIO Sales app ‣ Configuration ‣ Shopee ‣ Account ‣ Shop. Modify the date for Last Order Sync under Orders Follow-up.
Be sure to pick a date that occurs prior to the last status change of the desired order to synchronize and save. This will ensure synchronization occurs correctly.
Manage deliveries in FBM
Whenever an FBM (Fulfilled by Merchant) order is synchronized in SecureIO, a picking is instantly created in the Inventory app, along with a sales order and customer record.
When a picking related to the order is confirmed, you also have to click on Arrange Shipment in your Shopee Seller Account in order to be able to generate and fetch the Shipping Label and Tracking Number.
Shopee delivery statuses
Understanding the different Shopee delivery statuses is crucial for managing your orders effectively. Here’s a breakdown:
Ready to ship: The seller can now arrange shipment for this order.
Shipment arranged: The seller has arranged shipment online and received a tracking number from the third-party logistics (3PL) provider.
Shipped: The parcel has been dropped off at the 3PL location or picked up by the 3PL provider.
Cancelled: The order has been canceled.
Pickup failed: The 3PL parcel pickup attempt failed. The seller needs to rearrange shipment, and the rest of the order fulfillment content.
Important
Unsupported for Non-Shopee Supported Logistics (NSSL)
This feature is not available for NSSL, you have to manually create shipping label and tracking number via the logistics provider’s website/app. Check your region for list of supported logistics (e.g. Malaysia).
Shopee requires users to provide a tracking reference with each delivery. This is needed to assign a carrier.
If the carrier doesn’t automatically provide a tracking reference, one must be set manually. This rule applies to all Shopee marketplaces.
Follow deliveries in SecureIO
For FBM orders, the stock move is automatically created in SecureIO by the Shopee connector, thanks to the shipping status of Shopee.
Order fulfillment process
This section describes the process of fulfilling Shopee orders within SecureIO, from order creation to inventory updates.
New order creation: When a new order is placed on Shopee, it is automatically created in SecureIO.
Arrange shipment on Shopee: Before the order can be shipped, you must arrange the shipment through the Shopee platform itself. This usually involves selecting a shipping provider, generating a shipping label, and scheduling pickup or drop-off. SecureIO does not handle the physical shipping arrangements; this is managed entirely within Shopee.
Fetch Shopee shipping label (delivery note): Once the shipment is arranged on Shopee, SecureIO fetches the generated shipping label (which serves as the delivery note). This label contains crucial information like the tracking number and is essential for printing and attaching to the package. The shipping label is imported into SecureIO and associated with the corresponding sales order.
Validate stock out in SecureIO: After the shipping label is retrieved, you need to validate the stock movement in SecureIO. This confirms that the ordered items have left your warehouse or inventory. Validating the stock out will decrease the stock levels in SecureIO.
Inventory update on Shopee: Finally, SecureIO pushes the updated stock levels back to Shopee. This ensures that your Shopee listings reflect the current inventory, preventing overselling and keeping your product availability accurate. This synchronization keeps your Shopee storefront up-to-date with your SecureIO inventory.
Register payments
Since customers pay Shopee as an intermediary, creating a dedicated Bank journal (e.g. named
Shopee Payments), with a dedicated Bank and Cash intermediary account is recommended.
Additionally, as Shopee makes a single weekly or monthly payment, selecting all the invoices linked to a single payment is necessary when registering payments.
To do that, use the appropriate Journal dedicated to Shopee payments, and select Batch Deposit as the Payment Method.
Then, select all the generated payments, and click Actions ‣ Create batch payment ‣ Validate.
Tip
This same action can be performed with vendor bills from Shopee dedicated to fees/commissions.
When the balance is received in the bank account at the end of the week/month, and the bank statements are recorded, credit the Shopee intermediary account by the amount received.
Analyzing Shopee sales with SecureIO’s reporting
SecureIO’s dashboard consolidates sales data from all your connected sales channels, providing a comprehensive overview of your business performance. To specifically analyze your Shopee sales, you will need to configure sales teams for your Shopee shops. This setup enables you to filter and isolate Shopee sales data within the SecureIO dashboard.
Setting up sales teams for Shopee reporting
By default, the Shopee account’s sales team is shared across all of your company’s accounts. To generate separate reports for specific Shopee shops or marketplaces, you’ll need to assign dedicated sales teams.
Assign a sales team to your Shopee shop: Navigate to the Shopee account configuration (typically found under Sales ‣ Configuration ‣ Accounts). Within the account details, assign a specific sales team to your Shopee shop.
Filtering Shopee sales on the dashboard: Once sales teams are assigned, you can use the dashboard filters to view sales data specifically for your Shopee shops. Select the appropriate sales team to isolate and analyze your Shopee performance.