Magento 2.0 Integration

Magento 2.0 Integration

The integration between Magento 2.0 and Cin7 Core allows users with Magento 2.0 stores to synchronise inventory, pull sales information, and synchronise products from their stores to Cin7 Core and vice versa. Cin7 Core supports up to Magento 2.4.

Magento 2.0 can also be used to process payments without managing inventory.

For information on integrating Cin7 Core with Magento 1.0, see Magento Integration.

Note: If using translation or localisation apps in Magento, ensure that base attribute values (colour, etc.) are in English. Base attribute values that are not in English can cause problems when listing products.

NOTE: 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 the Ignore restock for non-fulfilled sales setting. This setting is not enabled automatically in order to preserve system logic continuity for users.

Prerequisites

  • Admin access to Magento 2.x

  • Familiarity with sales

  • Familiarity with Products and Product Management

  • Users will need to Integration: eCommerce - Magento2 permission in order to use this feature.

  • Users will need to add an External integration licence to their subscription if they do not have one available.

 

Magento Integration Setup

The first step involves connecting Cin7 Core to your Magento store. You will need admin access to Magento to set up the integration. Users will need to add an External integration licence to their subscription if they do not have one available. Additional external integrations must be purchased from the My Subscription page.

Setup in Magento

Before integrating your Magento 2 store with Cin7 Core, the following must be performed:

  1. Create a new role for users who will be given access to Cin7 Core

  2. Either create a new user and assign them to the new role or assign an existing user to the new role

  3. Add integration settings for Cin7 Core in Magento.

Creating a New User Role

  1. Log on to the Admin Panel of your Magento store.

  2. On the Magento Admin Panel, click System → User Roles.

  3. On the Roles page, the list of roles in your Magento shop is displayed. For a new installation, this list will be empty.

  4. Click Add New Role.

  5. On the Role Info tab, name the role and enter the admin password.

  6. Click the Role Resources tab, then set Resource Access to All. Click Save Role.
    After adding the new user role, you can either 1) create a new user and assign them to the new role, or 2) assign an existing user to the new role.

Creating a New User and Assign them to the Role

  1. On the Admin Panel, click System → All Users.

  2. Click Add New User.

  3. On the User Info tab, enter the user info. User Name will be required to integrate with Cin7 Core. All the other fields are just general information required for Magento user registration.

  4. Under the Current User Identity Verification section, enter the admin password.

  5. Click the User Role tab, select the newly created role for the user, then click Save User.

Assigning an Existing User to the Role

You may also assign an existing user to the new role. To do this:

  1. On the Admin Panel, click System → All Users.

  2. On the Users page, the list of existing users is displayed. On this list, search for the user to be assigned to the new role.

  3. Click the user record once found.

  4. On the User Information page, click the User Role tab, then select the newly created role for the selected user.

  5. Click Save User.

Adding Integration Settings for Cin7 Core in Magento

Next, you will need to add and activate the integration settings for Cin7 Core in Magento.

  1. On the Magento Admin panel, click Systems → Integrations.

  2. Click Add New Integration.

  3. On the Integration Info tab, enter a name for the integration, then enter your admin password under the Current User Identity Verification section.

  4. On the API tab, you will need to set Resource Access to All.      

  5. Click Save to add the Cin7 Core settings to the list of integrations for your Magento Store on the Integrations page.

  6. You will then need to activate the integration. To do this, click the Activate link.

  7. On the next page, click Allow. Magento then generates the integration tokens for Cin7 Core.

  8. Copy the Consumer Key, Consumer Secret key, Access Token key and Access Token Secret key, and store them in a secure place. You will need these keys when you start connecting Magento to Cin7 Core.

  9. Click Done.

Connecting Magento to Cin7 Core

It is possible to link several Magento stores to a single Cin7 Core account. Each linked store has an independent catalog, logs and settings. Cin7 Core provides two free external integrations with the standard subscription plan, however, additional external integrations must be purchased from the My Subscription page.

To connect Magento to Cin7 Core:

  1. Navigate to Integration → Magento.

  2. Click + to connect a new store.

  3. Enter your Magento shop details, including the Consumer Key, Consumer Secret key, Access Token key, and Access Token Secret key you generated in Adding Integration Settings for Cin7 Core in Magento (described above).

  4. Click Connect to Magento.
         

 

Upon successful connection, you will be redirected back to Cin7 Core. Repeat the procedure to connect as many Magento accounts as you require.

Integration 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 customised.

  

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.

Catalog

The Cin7 Core Magento Catalog page allows the user to Download products from Magento, list Cin7 Core products in Magento, break the link between a Cin7 Core product and its Magento listing, and update quantities in Magento based on the available stock in Cin7 Core.

Downloading Products

Products can be loaded from Magento to Cin7 Core in the Catalog tab by clicking Download → Products. This operation may take some time, depending on the number of products in your store's catalog.

  

Each product variation in Magento must have a unique SKU. Configurable products require individual simple products for each variation. These simple products will have individual SKUs in Cin7 Core.

When downloading products, Cin7 Core tries to match existing products first to avoid creating duplicates. Matching is performed by item or variant SKU.

Data mapping for products between Cin7 Core and Magento is as follows:

Fields in Cin7 Core do not have a field in Magento are left blank.

Cin7 Core                                              

MAGENTO 2                                                                    

ProductInfo

Product                                                                                                                                        

Guid ID

--

Guid FamilyID

--

EcsFamilyID

id

ProductID

id

VariantID

id of variation in Magento2

Name

name

SKU

sku

Description

CustomAttributes["description"]

ShortDescription

--

Category

CustomAttributes["category_ids"] - deepest category

Brand

--

Type

type_id

Option1Name

productAttribute.options.label[1]

Option2Name

productAttribute.options.label[2]

Option3Name

productAttribute.options.label[3]

Option1Values

productAttribute.options.value[1]

Option2Values

productAttribute.options.value[2]

Option3Values

productAttribute.options.value[3]

Tags

--

DimensionUnits

--

Length

CustomAttributes["ts_dimensions_length"] \ CustomAttributes["length"]

Width

CustomAttributes["ts_dimensions_width"] \ CustomAttributes["width"]

Height

CustomAttributes["ts_dimensions_height"] \ CustomAttributes["height"]

Weight

weight

Quantity

stock_item.qty

WeightUnits

--

UnitOfMeasure

--

Barcode

CustomAttributes["barCode"]

MinimumBeforeReorder

extension_attributes.stock_item.min_qty

ReorderQuantity

--

AverageCost

CustomAttributes["cost"]

Price Tier (chosen in settings)

Price

Sale Price Tier (chosen in settings)

CustomAttributes["special_price"]

PriceTier1

tier_prices.value

PriceTier2

tier_prices.value

PriceTier3

tier_prices.value

PriceTier4

tier_prices.value

PriceTier5

tier_prices.value

PriceTier6

tier_prices.value

PriceTier7

tier_prices.value

PriceTier8

tier_prices.value

PriceTier9

tier_prices.value

PriceTier10

tier_prices.value

ECSCustomField3

AttributeSetId

List<Image> Images

Images

SaleTaxRuleID, SaleTaxRuleName

CustomAttributes["tax_class_id"]

Manage the Catalog

There are two possible statuses for products in the Catalog: Not Listed and Listed. To be listed, every item needs to have a description, item image, and default location specified.

Note: Cin7 Core does not update category or images for an existing product in Magento, category and images are pushed only upon product creation.

Note: Cin7 Core products can only be synced as a simple product (not a bundle) in Magento even if it has a bill of material in Cin7 Core. Cin7 Core product families are synced as configurable products in Magento. This is due to a limitation of the integration.

WARNING! Updating products from the catalog will update the stock level in Magento regardless of the Update Stock Levels in Magento setting status.

To list or update a product on Magento:

  1. Under the Catalog tab, click the product on the list.

  2. Specify an Attribute Set for the product. It is required to specify the Magento Attribute Set in order to create a product in Magento. Cin7 Core products must have an Attribute Set specified to be listed.

  3. Enable or disable stock level syncing at the individual product level.

  4. Click List on Magento for a new listing, or Update on Magento for a product that has already been listed.

  5. Save your changes.
         

 

To unlist a product on Magento:

  1. Click on the product in the Catalog tab.

  2. Click Unlink to unlist the product. This also deletes the link between the products in Magento and Cin7 Core, although the items remain in both systems.

  3. Save your changes.

 

To remove a product from Magento:

  1. Click on the product in the Catalog tab.

  2. Click Remove from Magento.

  3. Click Save.

Bulk Listing

All products in Cin7 Core can be bulk-listed to Magento through the Bulk Listing tab. If products are already listed, this action will update them.

When Use Buffer Inventory setting is enabled from the Setup tab, Sync Quantity and Buffer Inventory quantity will be added as fields to the Bulk Listing tables alongside stock availability. See Buffer Inventory for more information.

To list products on Magento in bulk:

  1. Go to the Bulk Listing tab.

  2. Select products to upload in bulk. You can select products by Category, Brand, Family, Product Tag, Attribute Set, Listing Status, Products Listed in (another channel) and through manual search.

Note: If you have multiple stores in another sales channel, e.g. two different Shopify stores, these will be displayed separately in the list of sales channels from which products can be selected for upload.

  1. To automatically enable products in Magento after the bulk listing, set the Create products in enabled status button to Yes.

  2. Specify an Attribute Set for the product. It is required to specify the Magento Attribute Set in order to create a product in Magento. Cin7 Core products must have an Attribute Set specified to be listed.

  3. Click List to upload all selected products. You can also Unlist and Unlink products in bulk in the same way.

  

Buffer Inventory

Instead of showing actual inventory values in e-Commerce storefronts, many retailers prefer to display an estimated display quantity where there is a safe buffer stock on their backend to avoid overselling products. Cin7 Core allows for an inventory buffer on stock quantities pushed to Magento, both for the whole channel and at the product level.

Buffer inventory levels for the whole channel are controlled from the Setup tab. Update Stock Levels in Magento setting must be enabled.

  • Use Buffer Inventory: Displayed when Update Stock Levels in Magento is enabled. Allows for an inventory buffer on stock quantities pushed to Magento. 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. However, sync quantities will only be updated in the channel if the user updates or lists a product.

Buffer Inventory for the whole channel can be overwritten by a product level buffer from either the Catalog or Bulk Listing page (Use buffer inventory must be enabled from the channel Setup tab). The product level buffer value will ALWAYS override the value set on the Setup tab. If the Setup tab buffer inventory value is changed, this will not affect products with product level buffers.

Note: Product level inventory buffer is disabled by default. In the case of wanting to turn off inventory buffer for certain products only, the user will need to enable buffer inventory and enter a value to apply it to the whole catalog, THEN set product level buffer to 0 for those products, then update or list the item to apply changes.

If the user wishes to apply inventory buffer ONLY to one or more specific products, inventory buffer should be enabled on the Setup tab and set to 0. Then, product-level buffer inventory can be enabled and configured for products from either the catalog or bulk listing page. You will need to list or update the item to apply changes.

On the Catalog page:

Click on a listed or unlisted item to open a pop-up window and slide Use Product Level Buffer Inventory to enable. You can then enter an integer value for Product level buffer which will overwrite the channel buffer value. You will then need to Update or List the product for the new stock level quantity to be displayed in the channel. Save and Close to continue.

  

On the Bulk Listing page:

Use this to update product level buffer for multiple items at once. Use the search box and filter options to filter items to list/update in bulk.

The Use Buffer Inventory menu allows you to Turn on product level setting, Remove product level setting, or Don't update existing setting.

Turning on product level setting allows you to then enter an integer value for Product level buffer. Click List to overwrite the channel buffer value for the filtered products with the product level buffer.

Selecting Remove product level setting, then List, will remove the product level setting from the filtered products and return them to the channel buffer inventory value.

Selecting Don't update existing setting will leave all buffer values, including product level buffer values, unchanged when updating listings or making a new listing.

  

Orders and Sales


Processing Pending Orders

When a Magento store is connected to Cin7 Core, automatic notifications are triggered when orders are created, when their status is changed, and when they are cancelled or deleted.

Depending on the Order Capture setting, Cin7 Core will capture a Magento Order and save it as a pending order when it is created, paid, or in any of the following states: Processing, Complete, Refunded, Closed. It may take up to 10 minutes for the order to be picked up by Cin7 Core because Magento may send notifications with some delay.

Whenever a sale is captured from Magento, it is first placed into Pending Orders, and stock is allocated immediately.

If integration setting = No Consolidation, Cin7 Core imports new orders immediately as individual sales orders.

If integration setting = Daily Consolidation, Cin7 Core imports new orders once daily as a consolidated sale order.

If No Consolidation is selected, each Magento sale is converted into an identical sale in Cin7 Core, keeping the same customer and shipping information. If Daily Consolidation is selected, the single daily sale task will use the customer selected in the integration settings, and customer, billing and shipping information imported from Magento will be ignored.

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

When processing orders, the logic is identical to that of the Cin7 Core UI. DropShipping, Kitting and other important scenarios are implemented in the same way as through the Cin7 Core UI.

Pending Orders can be processed manually by clicking Process, which writes the orders into Cin7 Core as sales tasks. They can then be viewed under the Log tab.

  

Loading 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

Cin7 Core

MAGENTO 2

Email

Email

BillingAddress

Addresses (DefaultBilling) country_id, region.region, BillingAddressLine1,  Street, Postcode, City

ShippingAddress

Addresses  (DefaultShipping) country_id, region.region, BillingAddressLine1,  Street, Postcode, City

Name, Contact

firstname + lastname

Fax

Fax

Phone

Telephone

JobTitle

extension_attributes.company_attributes.job_title

Downloading Orders and Payments

Orders are automatically downloaded if their status in Magento is changed (for example, a customer pays for an order).

Note: Generally, you do not need to trigger manual downloading of orders. However, if an order was not captured by Cin7 Core or if you want to load historical sales, you can click the Load Orders button to load the orders from Magento manually.

All loaded orders are saved to the Pending Orders section, which serves as temporary storage of all sales and payments in Cin7 Core. If an order already has an entry in the Log, i.e. it was imported previously, it will be skipped. This guarantees that no duplicate sales will be created by Cin7 Core.

While saving orders, Cin7 Core captures customer information, billing and shipping addresses. 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 also saved as additional charges in the Sale invoice under Shipping.

If a Payment Account has been specified in Setup, Cin7 Core will always assign associated payments to the captured Magento orders.

When a Magento order is cancelled, Cin7 Core automatically finds and voids the corresponding sale task if already created as a Sale Order or just removes the associated pending order if not yet processed.

The final step in the order download is to trigger the update of stock levels in other Magento stores and other connected eCommerce channels. This is performed by clicking Update Quantities in Magento from the Catalog tab.

  

Orders, Refunds, and Payments mapping

Orders and sales

Cin7 Core

MAGENTO 2

Discounts, amounts, tax amounts

Calculated from many fields in Magento2 respecting integration logic

Customer and Customer Details (Contact, Phone, Email)

If Use Company as a Customer is disabled:                                                                                                                   

  • Customer from Magento2 sale will be used, if no customer is specified the default customer in Magento2 integration Settings will be used.                                                                                                              

If Company name (optional) as a Customer is enabled:                                                                                                                   

  • Company name from Magento2 sale will be used with customer name as a contact. If no company name is given the customer from Magento2 will be used, if no customer is specified the default customer in Magento2 integration Settings will be used.                                                                                                              

 

Billing Address, Contact

  • Billing address from Magento2 will be used. This is a mandatory field in Magento2.

  • If billing address not specified, shipping address from Magento2 will be used.

  • If customer is not provided in Magento2, billing address for the default customer will be used.

 

Shipping Address, Contact

  • Shipping address from Magento2 will be used. Including ExtensionAttributes.ShippingAssignments

  • If shipping address not specified, this field will be left blank.

  • If customer is not provided, default customer shipping address will be used.

  • If Ship to different address is unchecked the billing address will be used as the shipping address.

 

Terms

Default payment terms (Settings → Reference Books → Payment Terms).

Sales Rep

  • Sales Representative Name specified in Magento2 Settings.

  • If Sales Representative name is not specified, Magento2 store name will be used.

Account

  • Optional Revenue Account specified in Magento2 Settings

  • If Optional Revenue Account is not specified, default sales account will be used.

 

Tax Rules

Will be set according to Tax Rule Mapping in Magento2 settings.

Location

  • If order routing is enabled, the field will have value determined by order routing.

  • Otherwise if Magento2 sale has fulfilment and Magento2 location is mapped to a Cin7 Core location, this Cin7 Core location will be used.

  • Otherwise default Magento2 location for online sales will be used.

 

Ship to Company

Company name from Magento2 if provided.

Ship to Contact

Customer contact name from Magento2 if provided.

Carrier/Service

Magento2 carrier information will be used.                                                                                                                   

If no Magento2 carrier information is provided, Local Pickup will be used.                                                                                                                   

OrderID

IncrementId

CustomerReference, CustomerNote, ShippingNotes

StatusHistories + ExtensionAttributes.GiftMessage.Message

Date

CreatedAt

Currency

OrderCurrencyCode

Order lines

Items including prices, taxes, quantities respecting type of Magento2 order: Bundle, family, Configurable and so on

 

Refunds and Credit Memo

Cin7 Core Refund/Credit Memo

MAGENTO 2 fields from CreditMemo

Date

CreatedAt

CustomerNote

Comments (into one string)                                                                                                                   

RefundID, RefundNumber

IncrementId                                                                                                                   

Payments

Payments using similar mapping as below                                                                                                                   

Lines (separate lines for several sources)

Combination of ShippingTaxAmount, ShippingAmount, AdjustmentNegative, AdjustmentPositive

DiscountTaxCompensationAmount, DiscountAmount                                                                                                                   

Items: TaxAmount, RowTotal, TotalPerLine, Qty, Quantity, SKU                                                                                                                   

 

Payments

Cin7 Core Payment field

MAGENTO 2 payment information

PaymentProcessorID

Payment.Method

Reference

IncrementId                                                                                                                   

ID

Payment.EntityId                                                                                                                   

Amount

TotalPaid                                                                                                                   

Date

CreatedAt from last of history items

Updating Fulfilment in Magento

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.

Logs

Each captured Magento order, once saved to Pending Orders, creates a Log entry to track the link between the Sale in Cin7 Core and in Magento. This eliminates the possibility of creating duplicate orders when capturing the same order several times during manual order load.

Each Log entry has a link to the sale task in Cin7 Core. Depending on the settings selected by the user in the Setup tab, this sales task could be draft or authorized, one or more of the Pick, Pack and Ship tabs could be authorized, and payment could have been applied to the invoice.

Log entries allow you to see which Sale task reflects a particular Magento sale. You also have the option to delete a Log entry manually. This will allow reprocessing of the order if required. Deleting a log entry will not void or delete its associated sale task.

To view the details of a specific sale task log record, click the Sale Task no. This opens the Sale Task Details in another browser window or tab.

  

To delete a specific log record, click the Delete icon. This allows the sale task to be reprocessed if required.

Reloading Orders from Magento

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

To reload an order from Magento:

  1. Void the sale task. 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 Magento.

  3. Navigate to the Pending Orders tab and click Load Orders, making sure the date is set to before the order to reload was made. Cin7 Core allows loading historical sales data a maximum of one year old.
         

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 will 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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