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Shopify-Cheatsheet.md

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Shopify Cheatsheet

Terms

Business/Marketing General

  • North Star - single metric most predictive of an organization's long term success
  • green path - long term roadmap
  • TAM - Total Addressable/Available Market - total possible market demand
  • SAM - Serviceable Addressable/Available Market - TAM that is within geographical reach
  • SOM - Serviceable Obtainable Market or Share Of Market - SAM that is realistically capturable
  • ICP - Ideal Customer Profile - firmographic, environmental and behavioral attributes of accounts
  • Contact Roles - people external to your company that influence decision making on a sales opportunity
  • Account-Based Marketing - marketing strategy: concentrate resources on a set of target accounts within a market
  • segment - business description
  • persona - person description

Shipping

  • 3PL - Third-Party Logistics - provides outsourced logistics services
  • D2C/DTC - "Direct to Consumer" - no wholesaler/distributor/retailer
  • Kitting - taking different individual products and pairing them together to create a new SKU that includes multiple products but is sold as a single item.
  • ASN - Advanced Shipping Notice - notification of pending deliveries
  • Bill of Lading - document from carrier to shipper detailing type, quantity, destination of goods carried. Also a shipment receipt when goods are delivered
  • carrier - transports goods
  • shipper - supplier or owner of goods to be shipped
  • shrinkage - loss of inventory (theft, error, fraud, damage, mislabel, miss-picked, cross-shipment)
  • cross-shipment - order shipped to wrong destination
  • Reverse Logistics - Managing flow of finished goods from consumer to origin - returns
  • Delivery Promise - date by which order will be delivered - consists of the below:
    • Order Processing Time - Once payment is confirmed. Merchants may opt to wait to allow for cancel/change
    • Handling Time - 3PL SLA - pick, pack, generate shipping label
    • Delivery Speed - Carrier SLA
  • Cycle Count - perpetual inventory auditing procedure, regularly repeated sequence of checks on a subset of inventory
  • Merchant Disposition - rules set by merchants re: returned goods - can be reintegrated into inventory vs. needs to be discarded
  • Sales Velocity - pace at which items are selling
  • Sales Lift - increases in sales when businesses run promotional campaigns during a specific time period

Shopify

  • Shopify Acronyms
  • BFCM - Black Friday/Cyber Monday - huge load
  • spike - time box investigation
  • PXW - Past X Weeks
  • Flexport - upstream shipping (manu to warehouse)
  • Apdex - pick T-value; <T = satisfied, >T<4T = tolerating, >4T = frustrated; Apdex = (satisfied + (tolerating/2))/total
    • In Splunk: apdex(2) Usage: apdex(t-value, field), apdexCustom(3) Usage: apdexCustom(t-value, field, f-value-multiplier)

SFN

  • SFN Glossary Doc OR SFN Glossary Wiki
  • Fulfillment Center, node, warehouse - SFN merchant inventory warehouses
    • Warehouse O (OTT - ON), Yavin (USSE3 - GA), DM (USMW2 - MO), DM (USNE4 - PA), ITS (USW3 - NV)
  • FMS - Fulfillment Managment System generally, also the Shopify x 6RS product
  • 6RS - Six Rivers Systems - warehouse automation and management technology developer acquired in 2019
  • MiCo - Mission Control
  • Special Projects - tasks performed by fulfillment centers that aren't part of the usual fulfillment workflows (sometimes work orders)
    • Assembly
    • Custom Packaging
    • Specialized Service - i.e. wax boots, fold jackets specific ways
    • Bundling - fulfillment center takes products available for individual sale and combines them into a set to be shipped as the physical implementation of a bundle
    • Product Reworking - fulfillment center alters a finished product to “update it”. Includes repackaging, relabeling, changing components, repair, etc.
  • Easy Button - Create the simplest direct to consumer merchant fulfillment solution with simplified inbounding, order management, inventory balancing, and accurate inventory visibility, fully integrated with Shopify’s back office and sales channels.
  • BaseLayer - Mission encompassing Features that result in easy fulfillment with simple pricing - M1 and M2 milestones
  • Reach > Lead - MAL to PQL
  • Lead > Close - PQL to Closed-Won
  • C2D - Click to Deliver rate - % of SFN orders delivered on time
  • MQL/SAL/SQL - See here and SFN
    • Lead - potential customer, part of an account, targeted for an opportunity
    • MAL - Marketing-Accepted Lead - marketing demographically qualified leads
    • MQL - Marketing-Qualified Lead - marketing behaviourly qualified leads (take some action)
    • PQL - Product-Qualified Lead - Lead who has experience with the product
    • SAL - Sales-Accepted Lead - engaged C2A to contact sales
    • SQL - Sales-Qualified Lead - qualified by sales team
    • Closed-Won - Successfully signed up shop (accept terms)
  • DAO - Daily Active Orders
  • CTOR - Click-To-Open Rate
  • fulfillment complexity - everything warehouse does with products from inbound to packout - aim to reduce
  • business complexity - everything related to getting order into 3PL (multi-channel, wholesale, ERP needs) - aim to increase
  • dock to stock - time in induction from truck reaching warehouse to stock ready to ship out

SFN Goals 2022

All Metrics

  • North Star: # of 2 Business Day Fulfillments
  • Tripwires:
    • Cost per Package - node placement rather than label upgrades?
    • % of Merchants > SLA - failing smaller volute merchants?
    • % of 2-Day Fulfillments - high volume?

Acquisition Goals 2022

  • North Star: # of merchants discovering SFN and starting onboarding
  • Primary Metrics:
    • Discovery: # of visits to the top of our funnel i.e shopify.com/fulfillment (leading)
    • Acceptance: % of new leads generated starting onboarding (leading)
    • Expansion: # total obtainable merchants (leading)
    • Retention: % of merchants exiting SFN app (lagging & tripwire)

Tools

Spin

FAQ Spin in SFN Quick Ref

  • spin up <repo> [--no-snapshots] [--name NAME] - create instance of from snapshot (or direct from main with --no-snapshots) with name NAME
  • spin code - open instance in vs code
  • spin open - run instance in browser
  • spin shell - connect to instance shell
    • run bundle install after to setup bundles
  • spin list - list all open instances
  • spin destroy [<instancename>|--all] - destroy open instance(s)
  • update - run in instance after pulling main to stop, update, migrate, restart
  • Connecting to DB:
    • From VS Code - SPIN sidebar panel - shopify - db icon OR, the long way...
    • spin ssh; cd your_project; echo $MYSQL_PORT; exit
    • mysql -u root -h $(spin show -o fqdn) -P <MYSQL_PORT>
      • GRANT ALL ON *.* TO 'root'@'%'; - grant remote login access
    • on Sequel Ace login with host='shopify.spin_instance.joseph-carino.us.spin.dev', username=root, port=MYSQL_PORT
  • FBS constellations:
    • fbs: Shop 1 onboarded
    • fbs:no_onboard: empty
    • fbs:part_onboard: Shop 1 onboarded, Shop 2 installed

Isospin

The OS spin instances run. Docs

  • iso procs list - returns application names
  • iso procs [stop|start|restart] <applicationName>

Cartridges

Docs

  • cartridge create <name> create new cartridge at ~/.data/cartridges/
  • cartridge save <name> save to cloud
  • cartridge list list cartridges. to see inserted just ls ~/.data/cartridges/
  • cartridge insert <name> retrieve from cloud to ~/.data/cartridges/

GPG Signing

How to

  • if "error: gpg failed to sign the data" then killall gpg-agent; gpgconf --launch gpg-agent; spin shell
  • may need also to set export GPG_TTY=$(tty)
  • test signing: echo "test" | gpg --clearsign
  • PIN entry setup:
    • brew install pinentry-mac
    • echo 'pinentry-program /opt/homebrew/bin/pinentry-mac' >> ~/.gnupg/gpg-agent.conf

Dev

  • dev github auth - when personal access token expires for local push
  • dev open pr - open a pr in browser for branch, use from spin
  • dev annotate - update annotations in models
  • dev g - update graphql schema
  • dev deploy <stagingenvname> - deploy to staging environment
  • dev packages update - update packwerk references
  • dev typecheck or dev tc - run sorbet typechecks
  • dev rbi gems [gem...] - generate RBIs from gems (using tapioca)
  • dev rbi dsl [constant...] - generate RBIs for constants (using tapioca)

lhm

GIT

  • rails generate lhm <Name> - generate lhm
  • VERSION=<timestamp> rake lhm:run - run lhm migration
  • VERSION=<timestamp> rake lhm:revert - run lhm migration

spy

How to Use Either message a channel that includes @spy or msg @spy and skip the spy prefix Docs

  • claim - claim staging environments
    • [spy] claim list <project> - list staging environments
    • [spy] claim take <project> [<environment>] - claim <project>, optionally specify exact <environment>
    • dev deploy <environment> - deploy to environment
    • view pending deployment at https://shipit.shopify.io/shopify/<project>/<environment>

cloud console

Use cloud console directly to access rails app:

  • Cloud Portal > fbs > rails-node-ssr (because crashing this pod is less risky than the job pods) > open shell (rails) > /exec rails c -- --noautocomplete --nocolorize

Projects

Brochure2

FBS

network-api

  • setup blog See below condensed version:
    • podman machine init -v $HOME:$HOME
    • podman machine start
    • npm run clean:all
    • npm i
    • npm run build
    • npm run dev-local

billing-cron-v2

  • setup blog

    • npm run sls-offline-dev-fresh (first time only?)
    • npm run sls-offline-dev

  • full setup: podman machine stop && echo 'y' | podman machine rm && podman machine init && podman machine start && npm run sls-offline-dev-fresh

  • dev integration: dev up => dev server

  • testing: npx jest <options>

Data Analysis

Mode

  • Re-request access to mode-query every 30 days from here see also vault

Reportify

Docs GIT

Panama

Docs

Links

Random Tips

  • after adding images, run 'bin/optimize-images'
  • if rails c is throwing, add IRB.conf[:USE_AUTOCOMPLETE] = false to ~/.irbrc

Flags

  • Check flag: Verdict::Flag.enabled?(handle: "my_flag_handle", subject: @shop)
  • Enable flag local: bin/rails g verdict:configure_flag flag_handle --enable_ids 1
  • Disable flag local: bin/rails g verdict:configure_flag flag_handle --disable_ids 1
  • ::ShopIdentity::BetaFlags::Disable.perform( shop_id: Component::TrustedId.new(1), name: "beta_name", ) ::ShopIdentity::BetaFlags::Enable.perform( shop_id: Component::TrustedId.new(1), name: "beta_name", )

Create Dev Store

  • so first thing is to create a new Shopify store, and go into the settings to set the shop name to whatever you want it to be - it's best to do this before installing the SFN app
  • you then need to set it as a staff store, instructions here: https://vault.shopify.io/page/Staff-Stores~2132.md#how-do-i-get-my-trial-or-paid-store-set-to-staff-or-staff-business-plan
  • After you do that, you can install SFN on it. You need to install it manually because the eligibility criteria that runs when you try to install SFN from the app store/marketing pages will disqualify your shop since it is a dev shop.
  • To do this, go to SFN Internal, and on the left side, scroll to "Install". Clicking on that link will open up a new page and you can input your shop domain there to manually install SFN.
  • After that, go back to SFN Internal, go to Shops, click in your shop and then mark it as a dev shop

Data

sdp-prd-interim-data-loaders.shopify.<tablename> - extracts of shopify tables (from longboat), previously shopify-dw sdp-ingest.monorail.monorail_<topicname> - monorail events, previously sdp-prd-back-office-logistics