Magento 2.0 (Adobe Commerce) customers, sales, and refunds

Download customers

Customers can be loaded from Magento to Cin7 Core in the Catalog tab by clicking Download → Customers.     

This function downloads all customers from Magento to Cin7 Core. If the customer already exists in Cin7 Core, this function updates any details that have been changed in Magento. As Cin7 Core automatically creates customers when processing sales orders (if the No Consolidation option is selected), this function is generally only used for testing purposes.

This function creates a customer in Cin7 Core with Contact, Billing and Business addresses captured from Magento. It is not possible to upload Customers from Cin7 Core to Magento.

Customer field mapping

Download orders

Cin7 Core loads most orders from Magento automatically, however, you can also load orders manually. Orders loaded from Magento will remain in the Pending orders section until they are processed by Cin7 Core. Stock is allocated immediately, reducing the available quantity.

Load orders automatically

When a Magento store is connected to Cin7 Core, automatic notifications are triggered whenever a Magento order is Created, Canceled, or Deleted, or changes in status.

According to your order capture settings, Cin7 Core will automatically capture an order from Magento when the order is created, paid, processing, complete, or closed and store it in the Pending orders section. Sometimes it takes up to 10 minutes for the order to be picked up by Cin7 Core because Magento may send notifications with some delay.

• If Daily consolidation is selected, the orders will stay in Pending orders until the Consolidation time, when they will be processed as a single consolidated sale order in Cin7 Core.

• If No consolidation is selected, the orders will be processed into sales automatically in Cin7 Core within a few minutes.

Load orders manually

Most of your orders will be automatically loaded from Magento, however, you may need to manually load orders for testing, if loading orders was turned off temporarily, if you have changed your order capture setting, or if you need to load an order you have previously loaded and deleted.

1. In your Magento integration, go to the Pending orders section.

2. Click Load orders, which will open a pop-up window.

3. Select a date to load all orders from that date onwards.

4. Click Load from Magento to start. This operation can take some time, you can safely close the pop-up window and leave it to run in the background. Magento allows manual downloading of orders up to one year old.

View pending orders

Orders captured from Magento are stored in the Pending orders section before being converted to sales in Cin7 Core.

1. Select the Pending orders tab of your Magento integration.

Process orders

Processing a pending order converts it into a sale order in Cin7 Core. See Order field mapping for how order fields in Magento are mapped to sale order fields in Cin7 Core.

You can view all processed orders in the Log section. If an order already has an entry in the log (i.e. was imported previously), it will not be processed again. This guarantees that no duplicate sales will be created by Cin7 Core. This also means we do not capture changes made to orders after they are downloaded to Cin7 Core.

When processing orders, the logic is the same to that of the Cin7 Core UI. Dropshipping, kitting, and other important scenarios are implemented in the same way. Products which are optionally dropshipped in Cin7 Core will always be dropshipped if sold from Magento.

All line items are captured together with quantities, prices and totals. Total order discounts are applied as are additional charges to the whole order, without distribution by lines to reduce the chance of discrepancy. Shipping and handling are saved as additional charges in the invoice.

Cin7 Core will apply captured payments to the associated sale invoice if payment accounts are mapped and the invoice is authorized.

Process orders automatically

Pending orders are usually processed automatically into sale orders in Cin7 Core.

• If No consolidation is selected, the orders will be processed into sales automatically in Cin7 Core within a few minutes.

• If Daily consolidation is selected, the orders will stay in Pending orders until the Consolidation time, when they will be processed as a single consolidated sale order in Cin7 Core.

Process orders manually

Cin7 Core automatically converts pending orders into sale orders, either within a few minutes for unconsolidated orders or once a day for consolidated orders. However, you can manually process pending orders at any time.

1. In your Magento integration, go to the Pending orders section.

2. Click Process. This will convert any pending orders into individual sale orders in Cin7 Core regardless of order consolidation settings.

Orders, refunds, and payments mapping

Orders and sales

Refunds and Credit Memo

Payments

Fulfill Magento orders

When an order is fulfilled from Cin7 Core, Cin7 Core will download the order according to your fulfillment processing mode, and you may have to manually complete the pick, pack, and ship stages.

When a shipment is authorized in Cin7 Core and the carrier is specified, Cin7 Core will try to create order shipment information in Magento. This will only work in the No Consolidation processing mode.

Only one fulfillment is pushed to Magento. If the order has multiple fulfillments in Cin7 Core, only the first fulfillment information is sent to Magento.

Cancel or delete an order in Magento

When a Magento order is canceled or deleted, Cin7 Core automatically finds and voids the corresponding sale task, if created, or removes an associated pending order if the order has not yet been processed.

View order log

Magento orders which have successfully been converted to a sale in Cin7 Core receive an entry in the Log. If an order already has an entry in the log (i.e. was imported previously), it will not be processed again. This guarantees that no duplicate sales will be created by Cin7 Core.

1. Select the Log tab of your Magento integration.

Use X Delete to remove a log entry. Deleting a log entry will not void or delete its associated sale.

Reload an order

If for any reason you need to reload an order from Magento, Cin7 Core allows loading historical sales data a maximum of one year old.

1. Void the sale. A record of this will be kept in Cin7 Core for reconciliation purposes, but the transactional data will be deleted.

2. Return to the Magento integration Log tab and delete the log entry. This will allow the order to be recaptured from Shopify.

3. Go to Pending Orders and click Load orders, making sure to set the date before the order to reload was made.

Refunds

Cin7 Core captures refunds from Magento. Cin7 Core will then capture the refund and return/restock and apply them to the associated sale task.

Please note that if the sale is unfulfilled, this can cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfilment. If you are experiencing this error, you will need to enable the Ignore restock for non-fulfilled sales setting.

Submit returns request via RMA portal

Customers can submit returns requests via Cin7 Core RMA Portal if your organization subscription has this feature, allowing customers to initiate the Cin7 Core RMA workflow, and view the status of their returns. This includes sales processed through connected eCommerce channels.

Any Cin7 Core customer can submit a returns requests via the returns portal with an order number or invoice number and email address simply by accessing the relevant URL. We recommend adding the URL to the return portal to your default sale email template sent to customers. Please see detailed instructions at RMA Portal for returns requests.

Please note that refunds/restocked processed in this way will not be automatically exported to the eCommerce channel, and will have to be added manually updated within the channel. You may prefer to use the returns workflow offered by Magento if you do not need the additional RMA workflow features in Core.

Refunds for sales predating integration with Cin7 Core

Merchants with eCommerce channels occasionally have to process returns or refunds for a sale that predates integration of the eCommerce channel with Cin7 Core.

Sales and refund information is imported automatically from the eCommerce channel to Cin7 Core, but can also be manually imported via the Cin7 Core web portal. Historical refunds and returns are handled differently for each case.

Automatic import: Cin7 Core checks the sale order date against the date of integration with the eCommerce channel. If the sale order date predates the date of integration, credit note and refund are imported without the corresponding historical sale task.

• A sale is created without order lines or invoice lines.

• Credit note tab shows refunded items and if a refund was processed in the eCommerce channel it will be captured on this tab.

• Restock tab is left empty and no stock adjustments are made.

Manual import: Manually loading orders from Magento functions in the same way whether the sale took place before or after integration with Cin7 Core.

• From the Pending Orders tab, click Load orders and select a date to load sales, including historical sales as Pending Orders. Process the sale associated with the refund.

• The sale order with have order, invoice, pick, pack, and ship lines. It will also have credit note and restock lines.

• User will have to perform a manual stock adjustment to correct any discrepancies from the refund.

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