Last updated 09/12/2019
The integration with Magento 2 can be configured to suit your business from the Settings page.
To locate the settings:
Ticking the Products checkbox will enable Products to be synced with Magento.
Simply explains that product downloads are switched on. To find out more about downloading products, please see Downloading Products from Magento.
Only products created after this date will be downloaded.
Enable Upload products
For more information on how upload products, please see Uploading Products into Magento from Cin7.
Ticking the Stock checkbox will enable stock to be updated from Cin7 to Magento.
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
Ticking this box will sync stock levels when ever you visit the admin screen of a module and whenever you download an order. We recommend only ticking this box 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.
a) Use this setting to map Magento 2.0 Locations to Cin7 Branches. The mapping is used when updating stock and updating order status.
b) Note, that this functionality works, only if the stock extension setting is set to 'No'. This setting is available on the 'Connect' page of Magento 2.0 integration.
Ticking the Orders checkbox will enable orders to be downloaded from Magento to Cin7.
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.
Auto Update Order Status
This will automatically update the status of your orders upon visiting the review screen of an order.
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, you opt to download only orders that have been closed.
Auto Download Orders
Turn on the automatic download schedule:
We will check for orders at first every 5 minutes. If no orders are pulled down, we will wait a little longer - 10 minutes - before checking again. If nothing is found, we’ll wait 20 minutes before checking again and so on. At most, we'll check every 2 hours. If an order is downloaded, we’ll wait 5 minutes all over again.
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.
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 (or 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.
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 more information in the Branch Based Routing help file.
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.
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 dropdown 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 dropdown list here.
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:
Order Price Column
When downloading orders you can choose from the following the Price Column assigned to the order:
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.
Ticking 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.
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 eg. 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.
This option allows you to map your products in Cin7 to your respective store/website on Magento through the product tags field. This is especially useful, if you have multiple stores on Magento and wish to selectively choose which products to upload on the store.
For example, all the products with the product tag 'Premium', will be uploaded on the Main Website on Magento and all the products with the product tag 'DavidJones', will be uploaded on the 'Admin' website/store on Magento.
Please note, the tag field ignores blank spaces and is not case sensitive.
In order to update the tag field,
Go to the products module > click on the product, you wish to tag > under the website options, add the respective tag/identifier in the field 'tag' as highlighted below. All the products tagged as 'Premium' will appear on the Main Website on Magento.
Map Store Views
This option allows you to map the price tiers in Cin7 to your respective store views in Magento.