Same-state goods
- Shopify input
- Warehouse and buyer in Karnataka; goods ₹1,000 at 18%.
- Configuration / decision
- Use mapped ship-from and ship-to states.
- Accounting output
- Sales ₹1,000; CGST ₹90; SGST ₹90.
Scenario library
See the event, the decision and the accounting.
Illustrative figures, not live customer records. Output depends on your configuration and ERP. Direct exchanges and bank/payout matching are outside these examples.
Shopify input
₹1,000 gift-card product
Uses the configured Gift Card Liability account.
Accounting output
- Gift-card liability ₹1,000
- Separate from merchandise revenue
Sales & GST
Interstate goods
- Shopify input
- Karnataka warehouse to Maharashtra buyer; ₹1,000 at 18%.
- Configuration / decision
- Different states use the interstate split.
- Accounting output
- Sales ₹1,000; IGST ₹180.
Mixed rates
- Shopify input
- Goods ₹1,000 at 5% and ₹1,000 at 18%.
- Configuration / decision
- Retain separate rate groups.
- Accounting output
- Tax ₹50 + ₹180; total ₹2,230 before shipping.
Shipping and discount presentation
- Shopify input
- Goods ₹1,000, discount ₹100, shipping ₹50; illustrative 18% rate.
- Configuration / decision
- Choose separate or consolidated ledger presentation.
- Accounting output
- Taxable ₹950; tax ₹171; customer total ₹1,121 in either presentation.
Missing required configuration
- Shopify input
- A fulfillment has no resolvable required GST or location setting.
- Configuration / decision
- Surface the issue for correction.
- Accounting output
- Correct the mapping or default before affected accounting proceeds.
Payments & gift cards
Purchased gift card
- Shopify input
- Customer buys a ₹1,000 gift-card product.
- Configuration / decision
- Use configured gift-card liability accounting.
- Accounting output
- ₹1,000 liability, separate from merchandise sales/GST groups.
Compensation gift card
- Shopify input
- Merchant issues a ₹500 goodwill card.
- Configuration / decision
- Capture issuance and use configured compensation accounts.
- Accounting output
- Debit goodwill ₹500; credit gift-card liability ₹500.
Gift card plus gateway
- Shopify input
- Goods total ₹1,180; gift card ₹400, online payment ₹780.
- Configuration / decision
- Gateway-level mapping must route gift_card to the intended liability account.
- Accounting output
- Intended allocation: liability reduction ₹400 and gateway clearing ₹780. Verify ERP payment-account compatibility during setup.
Prepaid plus COD
- Shopify input
- Order total ₹1,180; successful online payment ₹400 and COD balance ₹780.
- Configuration / decision
- Enable payment-level routing and map the gateway/COD courier.
- Accounting output
- Allocate ₹400 online and ₹780 COD; record sale and tax once.
Split shipments with COD
- Shopify input
- Two shipments of ₹590; prepaid balance ₹400.
- Configuration / decision
- Consume available prepaid value against earlier fulfillments.
- Accounting output
- First shipment: ₹400 prepaid + ₹190 COD. Second: ₹590 COD.
Different refund split
- Shopify input
- Original payment ₹400 online + ₹780 COD; successful refund transaction ₹300 online.
- Configuration / decision
- Use successful refund transactions rather than original proportions.
- Accounting output
- Allocate the ₹300 refund to the recorded online method.
Unknown COD courier
- Shopify input
- COD fulfillment uses an unmapped courier.
- Configuration / decision
- Use courier-to-gateway-to-default fallback.
- Accounting output
- Accounting follows the available mapping; courier-level detail requires the mapping.
Returns & refunds
Full same-day return
- Shopify input
- All ₹1,180 of eligible goods returned before posting.
- Configuration / decision
- Apply same-day exclusion/netting.
- Accounting output
- Fully returned eligible value is excluded from that sale posting.
Partial same-day return
- Shopify input
- Two ₹590 items; one returned before posting.
- Configuration / decision
- Reduce the returned quantity and allocated discount.
- Accounting output
- Retain a ₹590 sale for the remaining item.
Later partial return
- Shopify input
- ₹1,180 sale already booked; one ₹590 item returned later.
- Configuration / decision
- Preserve the sale and create a dated return event.
- Accounting output
- Original sale ₹1,180; separate credit ₹590.
Repeated partial returns
- Shopify input
- The second ₹590 item is returned on a subsequent day.
- Configuration / decision
- Respect previously returned quantities and remaining booked value.
- Accounting output
- Credit the remaining ₹590 once.
Monetary-only refund
- Shopify input
- Merchant refunds ₹100 without receiving goods.
- Configuration / decision
- Record a financial adjustment separately from stock quantity.
- Accounting output
- Financial reduction with no invented inventory movement.
Reduction before later goods return
- Shopify input
- ₹1,180 booked, then reduced by ₹118 for the same goods.
- Configuration / decision
- Value the later full goods return against the remaining booked balance.
- Accounting output
- Remaining credit ₹1,062, rather than another ₹1,180.
Partial shipping refund
- Shopify input
- Shipping ₹100 + ₹18 GST; half refunded.
- Configuration / decision
- Keep freight principal and tax allocation separate.
- Accounting output
- Refund ₹50 principal + ₹9 GST; ₹59 total.
Goods plus shipping refund
- Shopify input
- Refund an item and part of its delivery charge.
- Configuration / decision
- Allocate goods and shipping as separate components.
- Accounting output
- A goods credit does not implicitly refund all shipping again.
No-restock goodwill
- Shopify input
- Customer keeps the product and receives compensation.
- Configuration / decision
- Use configured goodwill treatment and appropriate ERP item setup.
- Accounting output
- Distinguish expense treatment from goods physically returned; itemized behavior differs by ERP.
Replay during re-sync
- Shopify input
- A previously captured refund appears again.
- Configuration / decision
- Reuse saved refund identities and allocations.
- Accounting output
- Do not apply the same reduction a second time.
B2B & exports
Configured GSTIN source
- Shopify input
- GSTIN arrives in a selected note attribute or metafield.
- Configuration / decision
- Enabled B2B processing matches the party by GSTIN.
- Accounting output
- Dedicated party/contact and fulfillment-level accounting outside B2C aggregation.
Business-name fallback
- Shopify input
- Native Company and shipping Company are empty.
- Configuration / decision
- Read the configured business-name note attribute/metafield fallback.
- Accounting output
- Use available business identity under the ERP’s validation rules.
Repeat B2B customer
- Shopify input
- Another shipment has the same buyer GSTIN.
- Configuration / decision
- Look up the existing party/contact.
- Accounting output
- Reuse the matched party with a separate fulfillment document.
Export under configured LUT
- Shopify input
- Shipment goes overseas and LUT settings cover its year.
- Configuration / decision
- Use the supported export classification and dedicated mappings.
- Accounting output
- Shipment-level export accounting; record Shipping Bill details when available.
Manual invoices
- Shopify input
- Merchant handles B2B or exports separately.
- Configuration / decision
- Enable the corresponding exclusion setting.
- Accounting output
- Keep those orders outside this sync workflow.
Setup & recovery
Missing stock item
- Shopify input
- A mapped item name is absent from the ERP.
- Configuration / decision
- Choose existing-item mapping or opt-in supported creation.
- Accounting output
- Tally can create Nos/Primary items; Zoho can create tracked Goods items.
Test before live
- Shopify input
- Merchant wants to inspect Tally output.
- Configuration / decision
- Select a separately created test company.
- Accounting output
- Actual vouchers reach that test company before switching future posting to live.
Resume after correction
- Shopify input
- A missing required mapping has been corrected.
- Configuration / decision
- Use Resume sync after readiness checks.
- Accounting output
- Request another accounting attempt and review its status.
Historical backfill
- Shopify input
- Merchant selects eligible history within 60 days.
- Configuration / decision
- Review volume, free coverage and any quote.
- Accounting output
- Track the request’s progress; Full push is a separate option after clearing ERP entries.
Reconciliation difference
- Shopify input
- Expected GST ₹1,890; ERP GST ₹1,880.
- Configuration / decision
- Compare supported accounting components.
- Accounting output
- Surface ₹10 for investigation; do not infer the cause or silently repair it.