Last updated 28/06/2019
The integration with The Iconic Marketplace can be configured to suit your business from the Settings page.
To locate the settings:
Ticking the Stock checkbox will enable stock to be updated from Cin7 to The Iconic.
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.
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 The Iconic
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.
Ticking the Orders checkbox will enable orders to be downloaded from The Iconic 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.
Download Orders When Order Status Is
You can determine at which status orders are downloaded by checking statuses from the list here. For instance, if only Open is checked, only orders where the status is Open will be downloaded.
If you use additional statuses within The Iconic, you can add them by clicking Add Custom Status (Optional). The status name must match exactly.
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.
Download Order when The Iconic Order Status is
You may only want to download orders at a certain stage in The Iconic. By default we download orders with the status of "canceled" as a canceled/void order in Cin7.
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 Iconic orders by stage.
Enable Download Credit Notes
Upon downloading orders, if Refunds or Returns exist, these can be downloaded to Cin7 as credit notes. Note that selecting this option will automatically download orders of the status "returned" although this is not shown in the "order status" settings.
Credit Note Default 3PL Status
Upon downloading orders, set the default 3PL Status for Credit Notes created.
Credit Note Default Accounting Status
Upon downloading orders, set the default Accounting Status for Credit Notes created - selecting 'Do Not Import' will mean orders are not marked for import into you accounting software.
Auto Dispatch Orders
Cin7 can attempt to dispatch orders automatically upon download - this option is useful if you prefer to dispatch from the Iconic 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 Iconic 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.
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
Choose an Alternative General Ledger account to apply to customers that are imported into Cin7 through The Iconic orders. This will apply the Alternative GL Account at the customer level.
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 The Iconic orders.|
Default Accounting Status
Choose a default accounting status - selecting 'Do Not Import' will mean orders are not marked for import into you accounting software.
Order Payment Terms
When downloading orders you can choose from the following the payment terms assigned to the order:
Order Price Tier
When downloading orders you can choose from the following the Price Tier assigned to the order:
Order GL Account
Choose an Alternative General Ledger account to apply to The Iconic orders. This will apply the Alternative GL Account at the order level.