Magento settings
On the Setup tab, the shop website box is prefilled with the URL of the Magento store that has been integrated with Cin7 Core. Other than this, several integration settings can be customized.
Magento Store
If you have several Magento stores, this option allows you to select either all stores or a specific store from which sales will be loaded into Cin7 Core. It is set to Do not load sales by default.
Capture order when it is
This option specifies when a Magento order will be captured in Cin7 Core – when it is created, when it is paid or when it is in any the following states:
Processing
Complete
Refunded
Closed.
This setting is also taken into account when downloads of historical orders from Magento are triggered.
Consolidate Orders
Cin7 Core - Magento Integration allows two options for order consolidation:
No Consolidation
Daily Consolidation.
No Consolidation indicates that sales will be captured from Magento as they occur.
Daily Consolidation will consolidate all orders from that day into a single order. When Daily Consolidation is chosen, an additional setting becomes available: Consolidation Time. This is your local time when all pending orders aggregated during the day will be processed.
See Pending Order Processing section below for more details.
Customer
For the pending order processing to be successful, an existing customer must be selected.
When the Consolidation Type is Daily Consolidation, this customer is used to create a new sale task which will combine all daily sales. A customer can be created in Cin7 Core just for this purpose.
Use Company as a Customer
In Magento, each sale order has an optional Company field which can be filled in by the customer.
If you would like Cin7 Core to create a customer using the company name (as opposed to the Customer name attached to the sale order in Magento), select this option.
This parameter only has an effect when the No Consolidation option is selected.
Price Tier
Choose which Price Tier to use as the default price when Cin7 Core syncs products with Magento. Its default value is set to Tier 1.
Sale Price Tier
Choose which Price Tier to use as the sale price when Cin7 Core syncs products with Magento. Its default value is set to Tier 1.
Pick, Pack and Ship Processing Mode
When pending orders are processed by Cin7 Core, new sale tasks are created. This setting tells Cin7 Core if it should try to Auto Pick, Auto Pick + Pack, and Auto Pick + Pack + Ship these tasks.
This field is set to Draft Order by default. If there is not enough stock on hand to fulfil the order, then Pick will remain as a Draft Order, and Pack and Ship won’t be completed.
If Auto Ship is selected, Cin7 Core does not pick up shipment information from, nor will it create fulfilment in Magento.
This setting can also be set to No Picking.
Process Auto-Assembly as
This dropdown field has two options:
For ordered quantity: Does not check stock quantity. An assembly order is created for the quantity specified in the sale order, regardless of stock availability.
-
For minimum quantity required for picking:Assemble stock required to meet the quantity of specific sale order.
If stock availability is negative, auto-assembly will produce a finished goods quantity which is more than the quantity ordered through sale order.
If there is already stock available in inventory but not enough to fulfill the sale order quantity, auto-assembly will assemble the difference in quantity needed to meet the sale order requirement.
If stock availability exceeds sale order quantity, auto-assembly is not triggered.
Stock availability is validated against the sale order location and does not take On Order quantity into account.
Ignore Restock for non-fulfilled sales
When a refund is processed for an unfulfilled sale, this will cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfillment. If you are experiencing this error, you will need to enable this setting. Restock/stock allocation quantities will be edited to match the fulfilled items of the sale. This setting is only applicable when Pick, pack, and ship mode for processing online sales is set to Auto Pick + Pack + Ship.
Link Magento sales to Cin7 Core Location
Choose the location that will be used to fulfil sales from Magento. Each Magento store may have a dedicated Location within Cin7 Core. The default option, All Locations, will display consolidated stock quantities across all of your locations.
Invoice Status
You can control Invoice Status for Sale tasks created as a result of pending order processing. By default, an invoice will not be authorized and will be in Draft state, adjustable and waiting for authorization. However, if this setting is changed to AUTHORISED, the invoice will be automatically authorized and created. It can then be synced with your preferred accounting application.
Gift Card Liability Account
Cin7 Core will use this Liability account instead of a Revenue account for Gift Card sales. This account should have the ability to accept payments. If a sale containing a gift card is made, this sale will remain in the Pending Orders area until a Gift Card Liability Account is specified.
Optional revenue account
This is the revenue account to be used for all sales downloaded from Magento. This will override settings at the Product/Customer level and any other Account mapping.
Sales Representative Name
This option allows the shop name to be used as the Sales Representative for the sales task.
List products as Draft
This option allows you to list products from your Magento store as Draft, allowing you to review them first before activating them in Cin7 Core. It is set to No by default.
Update Stock Levels in Magento
By default, Cin7 Core does not automatically update stock levels in Magento. This may be useful if you are manually managing stock levels in Magento and do not want Cin7 Core to update stock levels. If you want to turn on this option, ensure you have the correct stock quantities entered in Cin7 Core as these values will override the stock quantities in Magento. Enabling Update Stock Levels in Magento will display the Use Buffer Inventory setting.
Use Buffer Inventory
Displayed when Update Stock Levels in Magento is enabled. Allows for an inventory buffer on stock quantities pushed to Magento. Sync quantity passed to Magento when updating stock levels will be equal to Actual Stock - Buffer Inventory. Enabling this setting will enable the Buffer Inventory field.
Buffer Inventory
Displayed when Use Buffer Inventory is enabled. Enter an integer number of stock to act as a buffer. Sync quantity passed to Magento when updating stock levels will be equal to Actual Stock - Buffer Inventory. When this setting is enabled, Sync Quantity and Buffer Inventory quantity will be added as fields to the Catalog and Bulk Listing tables alongside stock availability.
Note: Once buffer inventory is enabled and specified, it will be applied across all products listed on the Catalog and Bulk Listing tabs. However, sync quantities will only be updated in the channel if the user updates or lists a product.
Update Manage Stock in Magento
You can have Cin7 Core update the Advanced Inventory → Manage Stock setting for your products in Magento by toggling this option to Yes.
Update Is In Stock product option in Magento
When disabled, this will allow Cin7 Core to update the stock quantity of products in Magento while keeping Source Item Status as In Stock in Magento. This means the merchant can continue to take backorders for products when stock is negative. When enabled, negative stock will change the source item status to out of stock and not allow further orders.
Use Magento as Master source for Cin7 Core products
By default, products are manually maintained in Cin7 Core. This means that product categories from Cin7 Core are uploaded to Magento, updating the information in Magento in the process. Turn on this option if you want Magento to push product categories to Cin7 Core.
Automatically import stock operations from Magento
Set this option to Yes to automatically import stock operations like transfers from Magento every 10 minutes.
Export shipping information to Magento
Set this option to Yes to export shipping information from Cin7 Core to Magento.
Send email from Magento
When enabled, this sends an email to the customer from Magento when shipping has been authorized. By default, this is set to No.
Don't create fulfillment in Magento without tracking number
If the fulfilment does not have a tracking number, no fulfilment will be created or updated in Magento.
Load coupon codes from Magento
When enabled, coupon discounts applied to sales in Magento will be added to a Cin7 Core sale as an additional charge with name {Coupon code from magento} coupon discount. If setting is not enabled, the additional charge will have the name Discount.
Tax Rule Mapping
When a pending order is processed by Cin7 Core, a sale task is created. Each order and invoice line is assigned a tax rule. The tax rules specified in these settings will be used to create these lines.
Cin7 Core does not apply the tax rule to recalculate tax and is simply using the actual tax amount from the Magento order. This means that if certain products are not Taxable or with varying taxes in Magento, all data and totals in Cin7 Core will look identical to Magento, but with the Cin7 Core tax rule name selected in this setting.
The Tax Free tax rule mapping specified in this setting is used to create these lines for non-taxable products. This tax mapping could be useful for accounting.
In case of tax recalculation, the tax amount will be overwritten with the value calculated by the Cin7 Core Taxation rule.
Note: For US Magento stores, the provided Sales Tax is used instead of Tax Rule mapping.
IMPORTANT: Orders will be loaded from Magento but cannot be processed if tax rule mapping is not yet finished.
| Cin7 Core | MAGENTO 2 |
|---|---|
TaxesResponseState |
TaxRate |
ID |
ID |
Name |
region_name, TaxCountryId, TaxPostcode |
Payment Account Mapping
Cin7 Core can capture payments made against orders in Magento and is able to add payments to a created sale invoice automatically. To be able to do this, make sure Payment Account Mapping is completed on this integration settings screen. You must choose an account which is able to receive payments from the chart of accounts.
This setting is not mandatory – if payment mapping is not completed, orders are still captured and downloaded from Magento, but payments must be manually added to invoices in Cin7 Core. Some customers prefer to keep invoices open and then reconcile them with payouts from Magento.
Disconnect from Magento store
When you disconnect from the Magento store, Cin7 Core removes all associations between Cin7 Core objects and Magento, including Log and Product Catalog.