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Get Started as a Shopify Merchant

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Written by Hayko

Get Started as a Shopify Merchant

This guide is for merchants whose orders come from Shopify and whose customers pay at the door with QrX Payment on Delivery. The shopper chooses "QrX - Payment on delivery" at checkout without paying, your parcel carries the QrX QR code, and at the door the shopper scans it and pays with their own phone through your payment provider. QrX then marks the Shopify order as paid. QrX never holds your customers' money.

In PortalX this is the setup path I sell on Shopify in the Get Started guide (Settings > Business > Get started). Most steps tick automatically as soon as they are done.

Before You Start

  • An approved QrX account (sign up at portal.qr-x.app; QrX reviews new accounts, usually within 24 hours).

  • A Shopify store where you can install apps and manage payment settings.

  • A payment provider account with Stripe, Mollie or MultiSafePay, or the willingness to create one.

1. Set Up Your Business (about 10 minutes)

  1. Complete your company details. QrX keeps the company name, address and VAT or Chamber of Commerce number from your signup. If something is missing or changed, click Ask QrX in the step and QrX completes it for you. The step ticks when all details are known.

  2. Add your warehouse as sender address. Settings > Operations > Addresses, Sender tab, Add Address. Your account starts with an example address; replace it with the address your parcels ship from. The step ticks when a real address exists.

  3. Invite your team (optional). Settings > Team & Access > Users, New User.

2. Connect Your Shopify Shop (about 10 minutes)

  1. Install the QrX app in Shopify. Click Connect QrX in the app and sign in with your PortalX login. Pick the QrX channel for this store and click Allow.

  2. Add QrX Payment on delivery to your checkout. Shopify does not let apps create this payment method, so in the app open Pay on delivery, click Open Payments and add a manual payment method named exactly QrX - Payment on delivery. Back in the app, click I've added it. The step unlocks after the app is installed.

  3. Receive your first Shopify order. Place a test order with the QrX payment method. It appears under Transactions in PortalX.

3. Connect Your Payment Provider (about 10 minutes)

Settings > Business > Merchant Channels, open the channel, Payments tab. Connect Stripe, Mollie or MultiSafePay. The money from door payments is settled by your payment provider directly to your business. See "Connecting Your Payment Provider".

4. Ship on Autopilot (about 20 minutes)

  1. Connect a carrier. Settings > Operations > Shipping Providers, Add Provider. Use your own UPS contract or the QrX UPS Payment on Delivery account, or another supported carrier such as PostNL, GLS, Peddler or Packs. See "Shipping Providers, Labels and Delivery Options".

  2. Connect your label printer. Settings > Preferences > Printing: paste your PrintNode API key, load printers and pick your default label and packing printers.

  3. Automate carrier choice and printing. Settings > Operations > Shipping Rules, New Rule. Rules run automatically for every Shopify order, for example "Netherlands, under 10 kg: UPS Standard, print label".

  4. Print your first label and packing slip. On Transactions, tick the order and use Print Shipping Labels, or let your rule print it.

5. Get Paid at the Door

  1. Make a test payment at the door. Your account starts in test mode, so this costs nothing. Scan the QR code on the test label with your phone and pay with a test method.

  2. Protect deliveries with a PIN (optional). Merchant Channels, your channel: require a PIN on the payment page so only the real recipient can complete the handover.

  3. Go live. Click Chat with QrX in the step and ask QrX to activate your account. The step ticks when live mode is on.

  4. Your first live payment at the door. The step ticks after the first real customer pays at the door.

6. Keep Your Customers Informed

These steps are part of the Shopify path.

  • Brand your Track and Trace page: Settings > Operations > Track & Trace.

  • Customise your customer messages: Settings > Operations > Templates.

  • Turn on SMS delivery updates (optional): Settings > Business > Merchant Channels, open the channel, Settings tab, SMS. SMS is a paid feature and off by default; you see the price per SMS before you switch it on and can set a monthly spend cap.

  • Open your Message Centre: Settings > Operations > Message Centre, to answer your customers.

Add More Later

Use Add module in the guide to add Returns or API and webhooks. The Pack station and Warehouse (WMS) modules start with an Ask QrX step. See "Choose Your QrX Setup Path".

Common Problems

  • The payment method step does not tick. The manual payment method name must be exactly "QrX - Payment on delivery". Check it in Shopify, then click I've added it in the app.

  • The sender address step does not tick. The example address from signup does not count. Add your own address.

  • No label prints. Check that the PrintNode client is running and that a shipping method is set on the order.

When to Contact Our Support Team

Contact QrX support if the Shopify connection fails after retrying, if orders do not arrive in PortalX, or when you are ready to go live.

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