Configure your product classes

A metafield definition is a template that specifies which part of your store a metafield applies to and what kind of value the metafield can have. The Vertex for Shopify integration uses a metafield to send a product class for a product in Shopify to Vertex O Series during a quote or invoice request.

Before you can add a product class to a product, you must create a metafield definition for that value. The metafield definition ensures that the same validation rules apply to the value you enter for each product.

If you don't want to send a product class, or you want to override the product class, you can map the Shopify stock-keeping unit (SKU) to the Vertex product code. In this case, Vertex O Series sets the product class to None.

Add your product metafield definition

To add your product metafield definition, follow these steps:

1. In your Shopify admin, select Settings > Metafield and metaobjects.
2. Click Products, and then click Add definition.
3. In the Name field, enter the name of the definition, and then click the name that you entered from the list.
4. In the Namespace and key field, edit the default identifier from custom to vertex.
5. In the Type field, select Single line text from the dropdown list.
6. In the Validation section, in the Character limit fields, enter 40 in the Max characters.
7. Click Save.

Add your product class field mapping

To add your product class field mapping, follow these steps:

1. In your Shopify admin, select Apps > Vertex Tax & Compliance.
2. Click Field Mapping, and then find the Product Class section.
3. In the Metafield Name column, select the definition from the dropdown list.
4. Click Submit.

Add your product class metafield values

To add your product class metafield values, follow these steps:

1. In your Shopify admin, select Products.
2. Click the name of the product that you want to change.
3. In the Product metafields section, add the product class metafield value.
4. Click Save.
5. Repeat these steps for each product.