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Magento Settings

Last updated 12/02/2021

How to configure your Magento integration with Cin7's extensive settings.

Finding the Settings


The integration with Magento can be configured to suit your business from the Settings page.

To locate the settings:

  1. While logged in as an Administrator, from the left navigation, select Integrations then Magento.
  2. From the top right of the page, select Settings.

Product Settings


Selecting the Products checkbox will enable Products to be synced with Magento.

Product Downloads from Magento

Product Downloads

Simply explains that product downloads are switched on. See the Downloading Products from Magento Help article for additional information.

Last Updated

Only products created after this date will be downloaded.

Update Pricing to Magento

Enable Update Pricing

See the Updating Product Pricing in Magento Help article for additional information.

Stock Settings


Selecting the Stock checkbox will enable stock to be updated from Cin7 to Magento.

Last Updated

When updating stock, only stock that has changed after this date will be updated. Simply leave this field alone at all times unless under special circumstances.

Auto Sync Stock

Selecting this checkbox will sync stock levels when ever you visit the admin screen of a module and whenever you download an order. It is only recommend to select this checkbox if you are confident your stock levels are accurate.

Get Stock Levels From

When updating stock levels, you can choose to only update stock levels from a particular branch.

Stock Levels To Update To Magento

When updating stock levels, you can choose how to calculate the stock number to update.

Stock available Stock on hand minus open orders (i.e., stock you can dispatch without disappointing other customers).
Stock on Hand The stock you have physically available, regardless of outstanding orders.
SOH Less Open Orders within 7 days of ETD You may choose this if you can replenish stock within a week. The ETD must be entered for all outstanding orders for this to be accurate.
SOH Less Open Orders within 30 days of ETD You may choose this if you can replenish stock within a month. The ETD must be entered for all outstanding orders for this to be accurate.

Subtract Buffer Stock From Stock Levels

Add in buffer stock levels to ensure you never oversell.

Orders Settings


Selecting the Orders checkbox will enable orders to be downloaded from Magento to Cin7.

What Orders to Download

Last Updated

When downloading orders, only orders that have been updated after this date and time will be downloaded. After orders are downloaded successfully, these fields will be changed automatically to the current date and time.

Download Order when Magento Order Status is

You may only want to download orders at a certain stage in Magento (e.g., if you use Magento to pick and pack yours orders, opt to download only orders that have been closed).

Auto Update Order Status

This will automatically update the status of your orders upon visiting the review screen of an order.

Auto Download Orders

Turn on the automatic download schedule:

Orders are checked at first every 5 minutes. If no orders are pulled down, the system checks again in 10 minutes.  If no orders are once again found, the system checks again in 20 minutes, and so on, until the maximum amount of wait time of every 2 hours is reached. Once an order is downloaded, the process resets to the beginning and the system checks again for new orders every 5 minutes until an order is found, or the wait time is extended if not.

Choose from the drop-down when the schedule should start each day.

Set Default Stage to

Choose the Cin7 stage orders should be created under. If set to blank, no stage will be applied. This is useful if you want to filter your Magento orders by stage.

Inventory

Auto Dispatch Orders

Cin7 can attempt to dispatch orders automatically upon download. This option is useful if you prefer to dispatch from the Magento module and simply download orders for stock purposes only. This is not possible for those orders that have batch or serial numbers, or in cases when there is not enough stock.

Automatically Load BOMs for Kits

If you have a bill of materials (BOM) assigned to your finished products, you can choose for the BOM to be expanded automatically when you download orders. This requires the finished product to have its Order Type set to "Kit" in the product details.

Branches

Set Default Branch to

Set the branch for all new Magento orders to be downloaded into. The branch can be changed manually in a Sales Order before it is dispatched.

Route Branch by Country and Stock

Branches can be routed based on country, state, shipping options, and stock. See the Branch Based Routing Help article for additional information.

Magento has the option to route by "External Route Code" which in this case is the "store ID" (store_id) from your Magento site. This is useful if you have multiple stores in your Magento site and you wish to route orders to different branches.

Customers

How To Create Or Assign A Customer From An Order

This option controls how customer records should be handled when orders are downloaded. The options allow you to match to existing contacts based on email address or ID.

You can also download all orders to one predefined contact, regardless of the customer's details in the original order. This may be useful if you do not wish your CRM to be filled by online customers.

If Customer ID or email exists, update customer or else insert new customer.
If Customer ID or email exists, do not update or else insert new customer.
If Customer ID exists, do not update else assign to selected customer.
If email exists, update customer else insert new customer.
If email exists, update customer else assign to selected customer.
Assign to selected customer.

Assign To CRM Customer Group (Optional)

This option will assign new customer contacts in the CRM to a particular reporting group. Options are populated by the Customer Groups, which can be added in the Settings page.

Customer GL Account (Optional)

Choose an Alternative General Ledger account to apply to customers that are imported into Cin7 through Magento orders. This will apply the Alternative GL Account at the customer level.

Customer Payment Terms

When new customers are created, you can automatically assign the customer a specific Payment Term by selecting one from the drop-down list here.

Customer Price Column

When new customers are created, you can automatically assign the customer a specific price column by selecting one from the drop-down list here.

Accounts

Invoice Options

Each order is downloaded to Cin7 individually. However, when importing orders to your Accounting Software, you may not wish to import each order. This option allows you to batch invoices for accounting purposes.

Allow batch invoices This will leave the invoice date blank and an invoice number will not be generated until you fill it in manually or process a batch of payments.
Import Invoices Individually This will add an invoice date and generate an invoice number for all new Magento orders.

Order Payment Terms

When downloading orders you can choose from the following the payment terms assigned to the order:

  • Use the contact's assigned payment terms (this assumes the contact already exists).
  • Use the contacts assigned payment terms, but if the contact doesn't exist, use a specified value.
  • Always use a specified value.

Order Price Column

When downloading orders you can choose from the following the Price Column assigned to the order:

  • Use the contact's assigned Price Column (this assumes the contact already exists).
  • Use the contacts assigned Price Column, but if the contact doesn't exist, use a specified value.
  • Always use a specified value.

Order GL Account (Optional)

Choose an Alternative General Ledger account to apply to Magento orders. This will apply the Alternative GL Account at the order level.

Gift Voucher Settings


Selecting the Gift Vouchers checkbox and setting Enable Voucher Sync to "Yes" will enable coupons to be redeemed when downloading orders from Magento to Cin7.

When downloading an order from Magento, if the coupon code matches to a gift voucher in Cin7, the gift voucher will be marked as redeemed. If there is a remaining balance, a new voucher will be generated in Cin7 to the value of the balance.

Currently it is not possible to upload vouchers from Cin7 into Magento. If you need this integration, the Cin7 API endpoint for Vouchers can be used to develop your own integration.

Additional Settings


Settings which are unique to the Magento module.

Stock Status Override

This option sets the "In Stock Status" in Magento to always be "In Stock" even if the stock quantity is 0. You can exclude a product by setting the Order Type to "Limited Stock" in Cin7. This can be useful for scenarios where you need a product to always be available to sell (e.g., when using an add-on for pre-orders).

Download Orders Store IDs

This option allows you to specify a comma separated list of store IDs to download order. If you wish to download orders from all stores, you can leave this field blank.