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Find Shopify orders that never made it into GP
For finance teams who want recent Shopify orders matched to Dynamics GP sales documents by asking their AI assistant.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
Missing web orders in GP show up only at month end
Web orders are checked against Dynamics GP sales documents by hand. Orders that never reached GP, or were entered with a different amount, are usually found only at month end when the books will not agree.
Without PopdockAI
- Export recent Shopify orders
- Export GP sales documents for the same days
- Match customer PO numbers in a spreadsheet
- Find the gaps when the books will not agree
With PopdockAI
- Recent Shopify orders and GP sales documents are read together
- Orders are matched where the customer PO equals the order name
- Amounts are equal within one cent, and paid exceptions come first
- Cancelled orders are reported apart, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Reconcile Shopify orders created in the last `{lookback-days}` days (default 7) against Dynamics GP sales documents in company `{company}` (default if empty).
**Step 1: Shopify orders**
Call `shopify-get-order` (shopify) with `created-at.from` set to today minus `{lookback-days}` days and `max-records` 100. Keep `name`, `order-number`, `total-price`, `financial-status`, `email`, `cancelled-at`.
**Step 2: Find each order in GP**
Call `powergp-online-get-salesdocuments` (powergp-online-ai) once with `document-date.from` set to the same start date and read `customer-po`, `document-number`, `document-amount`, `document-type`, `sop-document-status`. Match an order when `customer-po` equals the Shopify `name` or `order-number`; match locally rather than calling once per order.
**Step 3: Report**
Counts of matched, missing from GP, and amount mismatches. List every missing order and mismatch with order name, Shopify total, GP document number and amount, and the difference. Paid orders missing from GP come first.
**Rules & Guidelines:**
* `powergp-online-*` tools belong to the powergp-online-ai server; `shopify-*` tools belong to the shopify server. Both servers must be connected; if a tool is missing, name the missing server and stop.
* This prompt is read-only. Never call any `shopify-add-*` or `shopify-update-*` tool, and do not change anything in either system.
* Treat amounts as equal within 0.01.
**Validation:**
* If no GP document carries any Shopify order name in `customer-po`, say the order numbers are probably not stored there and stop instead of listing every order as missing.
* Report cancelled orders separately and do not count them as missing.Who it's for
One answer, three teams that use it
Accountants
Close without hunting for web orders
Exceptions are listed with both amounts and the difference, so you fix them as you go rather than at close.
Match Shopify orders from the last 14 days to sales documents in the Contoso GP company.
Order processing
Catch orders that were never entered
Paid orders missing from GP come first, so the ones customers are waiting on are entered quickly.
Which paid Shopify orders from this week are not in PowerGP Online yet?
Finance managers
Trust that web sales match the ledger
Counts of matched, missing and mismatched orders give a quick read on how well the order flow is working.
How many Shopify orders from the last 30 days are missing or mis-valued in our Northwind GP company?
How it works
What PopdockAI does when you ask
You choose the days to look back and the GP company, and your AI assistant matches Shopify orders to PowerGP Online sales documents. It only reads and stops if GP does not store order numbers.
01
Ask
You choose the days to look back and the GP company.
02
Orders
It reads recent Shopify orders.
03
Match
It matches them to GP sales documents by customer PO.
04
Report
You get matched, missing and mismatched orders with the amounts.
What PopdockAI provides
The tools behind the answer
Ready made tools for Shopify and one secure connection to your AI tool. No code, no exports.
shopify-get-order
powergp-online-get-salesdocuments
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Unposted web orders found within days
Related use cases
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One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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