Jataí is an essential tool for Shopify stores, designed to enhance checkout and optimize order processing. This application allows for the customization of order fields and checkout rules, facilitating integration with essential systems such as ERP and Logistics. By reducing errors and saving time, Jataí makes your operation more efficient, significantly improving the management of your e-commerce business.

Using Jataí is easy. You probably don't need to read this guide. Just install it, follow the steps in the panel, and you'll probably be able to do everything without needing to read the instructions.

Do I need to use everything that Jataí offers?

You don't need to use all of Jataí's features immediately. Activate only what you deem necessary for your operation.

• Checkout Rules: For stores using the new Shopify standard (One-page or Extensibility), Jataí allows you to customize rules and alerts to improve the checkout experience.
• Additional Fields in Orders: Ideal for integrations with ERP or logistics systems, helping to keep your data compliant with necessary requirements.

Have you updated your Shopify checkout with the new fields yet? If not, now is the perfect time!

The Jataí app has been updated and is 100% compatible with the new checkout model, allowing you to enjoy all the benefits in an optimized way.

How to apply the update:

1) Update your checkout: Make sure you are using One Page Checkout or Extensibility (If you need more information, click here ).

2) Request it through Shopify support:

Contact Shopify support to enable this feature. We suggest sending this documentation to make things easier, as the feature is very new.

Still have questions? We explain everything in detail here.

In this guide, we will show you a A step-by-step guide on how to install and configure the Jataí app in your Shopify store, ensuring you can take full advantage of this powerful solution.

To make it easier for you to understand and experience the content, we have organized it as follows:

1. Video instructions:
1. How to enable Checkout Rules (video)
2. How to customize Additional Order Fields (video)
2. Detailed instructions (text):
1. How to enable Checkout Rules (tutorial)
2. How to customize Additional Order Fields (tutorial)

Video Instructions

How to customize Alerts and Checkout Rules

Step-by-step video tutorial:

How to customize Additional Order Fields

Step-by-step video tutorial: How to customize Order Note Attributes

How to check Note Attributes in Orders

Step-by-step video tutorial:

Detailed Instructions

How to customize Checkout Alerts and Rules

Important : Before following the instructions below, you need to install Jataí.

1) Confirm that your Checkout is in the updated format.

Check if your store uses the new checkout features (One-page checkout or Checkout Extensibility). How do I know if my checkout is already updated?

Verify the Checkout URL

• Old Checkout URL: Old Checkout: https://minhaloja.com.br/ 31789674/checkouts/3390d8b6b6673 24c

• Updated checkout: https://minhaloja.com.br/ checkouts/

Check the First Address Field

• 
  

  Checkout updated: the ZIP code now appears before the street name.

Check in Settings

• If the checkout process needs updating, a notification will appear in Settings > Checkout.
  
  

2) Enable Validation Extensions

• Go to Settings > Checkout .
• At the bottom of the screen, click Add Rule .
• Click on the validation and uncheck the option "Allow all customers to complete checkout" .
• Don't forget to click Activate .
  
  

3) Check if the Rules Are Enabled

Please confirm that all rules have been activated correctly.

4) Setting up Checkout Rules Information

In the checkout validation settings, you can customize messages and create custom rules for your business.

How to customize Order Note Attributes

Important : Before following the instructions below, you need to install Jataí.

1) Note Attributes Configuration

1. Within the Jataí app, locate the Order Fields page.
2. Click Edit to modify the existing pre-configured fields.
3. These fields will be automatically added to the Note Attributes section of your orders.

2) Creating an Advanced Editing of Order Fields

Explore the ultimate in customization with advanced editing. In this mode, you can add and duplicate a variety of custom fields as needed.

1. Click on Access Advanced Editing .
2. On the screen, all available field options and their corresponding fields will appear.
3. Click on Add Field .
4. In the Name field, enter how it will appear in the Note Attribute (in your integration documentation, use the exact same name as the field to facilitate integration).
5. In Attribute Type , select the best option that matches this field.
6. After configuring the desired fields, click Save to apply the changes.

Place a test order in your store to verify that the new note fields appear correctly on the checkout page and that the data is stored correctly with the order.

3) Capturing Payment Method Information

Ensure a more complete analysis of transactions by automatically capturing information about the payment method used.

To set up your payment method, you will need to obtain an access token.

Access the Payment Method Documentation
Go to the payment method's documentation page for detailed instructions on how to generate the access token.

Checking Note Attributes Information in Orders

To verify that the integration is working perfectly, you can:

On the Application Dashboard

• Click on View Status and History . There you will see all processed and unprocessed orders.

On the Shopify Home Screen

• Click on Orders and then open the order.
• In the upper right corner, all the information from the order fields will appear.
• Scroll down the order screen to identify the Jataí app and the information captured.

Frequently Asked Questions

1. Is Jataí compatible with all Shopify plans?
Yes, Jataí is compatible with all Shopify plans, including Shopify Plus. It's designed to adapt to the different needs of each version, ensuring efficient and hassle-free integration.

2. Do I need to have the updated Shopify checkout (One Page/Extensibility) to use the Jataí app?

To register Order Fields, Jataí works with both Checkout Extensibility/One Page and the previous model. The only function that requires the updated checkout is the checkout rules, as they are exclusive to the new update.

• For checkouts with separate street and number fields:

Enable Street and Number validation (separate fields): Make sure the checkout is configured with separate fields to enable this validation.

• For Checkouts with Street and Number Fields Together:

Enable Street and Number Validation (single field): Verify that your checkout is using the fields together to apply the validation correctly.

8. How can Jataí's new order reprocessing functionality benefit my operation?

The new order reprocessing feature in Jataí offers more control and flexibility in managing your orders, allowing you to resolve issues quickly and independently, directly through the app.

How to Reprocess Orders: 1) Access the order you wish to reprocess. 2) In pencil, edit the information if necessary. 3) In the upper right corner, click on “More Actions”. 4) Select “Reprocess Order” and confirm with “Yes”. 5) Monitor the status and history of your orders on the Jataí homepage by accessing the "Status and History" section.

9. Does Jataí change my checkout?
No. It doesn't change the Shopify layout, it only validates and organizes the address data.

🛠️ Common Problems

10. The app was installed, but the data doesn't appear in the order. What should I check?

• If the app is active in the store.

• If the checkout rule is configured and active.

• If the ERP is mapping the extra fields correctly.
  
  

12. How does address validation work?

• Separate fields (Street, Number, Neighborhood): enable validation for each field.

• Single field (address together): enable validation in the single format.
  This helps to avoid autocomplete errors (Facebook, browsers, etc.).

13. My checkout doesn't have separate fields for street, house number, and neighborhood. How do I activate them?
This feature needs to be requested from Shopify support. It's a new feature, so you may need to send them this documentation.

Jataí App [Tiny Mapping Configuration]

Jataí already has native integration with Tiny. However, in some specific cases, a brief mapping of the fields will be necessary.

To do this, install the app, let a few orders run normally, and use those orders to configure the mapping. Access this link to watch the complete step-by-step guide.

Need help?

If you need help or still have any questions about how to use the Jataí app, you can:

Access the Jataí Support Page

Visit the Jataí support page.

to find detailed guides and FAQs.

Fill out the Support Form

Fill out the support form available on the Jataí page to receive personalized assistance.