Video Tutorial - Magento Integration
To access the integration page, we will need to navigate to the Integration module and then select Magento. The header of the Magento page explains the behaviour of the integration.
Essentially, you'll be able to download the products from Magento into DEAR Inventory which will establish a link between those products. You will also be able to list your DEAR Inventory products in your Magento store.
The sales can either be created individually, as they occur or consolidated at a selected time every day. If the sales are not consolidated, they will be created individually. But first they will go into the Pending Orders within DEAR Inventory and every hour will be converted into actual sale orders.
The shipment tracking number will be pushed to Magento shipments. If sale order shipping is not created in Magento yet a credit memo from Magento will be captured by DEAR Inventory and added to the relevant sale task. You will still have to authorise that credit note.
You're able to optionally push stock level changes to Magento and, just to note, each product variation in Magento must have a unique SKU. This article does not cover the setup of the Magento integration. You should view this full information sheet for a step-by-step process or setting up the integration initially.
There are five areas of the Magento store that will be described below. The first one is Setup.
You will need to enter in your Magento store URL, your Magento username and Magento API Key. All this is covered in the information sheet.
Once your store is set up, you're able to select whether you will consolidate orders. If no consolidation is selected, orders will initially go into the pending stage and every hour will be converted to actual sale tasks. However, if daily consolidation is selected, you will also need to specify a time for the consolidation to occur.
If the orders are consolidated, they will need to be consolidated under a generic customer. It's required that you set up a Magento generic customer for the consolidation to occur. The customer will also be used in situations where the Magento order comes across with no customer information.
You're able to select the Invoice Lines Tax Rule for the invoice lines that come across from Magento. You have a number of options. The tax rules are set up in the settings area before being picked up in the integration page.
You're able to set up a different tax rule for the additional charges. And if necessary, again, by selecting the relevant option, you are then able to automate or skip some of the fulfillment process steps. You have an option to select No Picking, Automatic Pick, Automatic Pick and Pack, Automatic Pick, Pack, and Ship.
You then have the option to identify an invoice status once it's created. Invoice can only be created in Draft format or in Authorised format.
You then have the option to select whether to update stock levels in Magento and also identify the location from which stock quantities will be calculated from.
Please remember to save your changes before exiting this page.
If you would like to receive notifications about your sales in your Magento store, you will also need to download a DEAR Inventory Magento extension.
You're then provided with your Magento Integration status and you have the ability to disconnect from your Magento store.
The Catalog tab allows you to view the products that are currently listed in Magento and those that are not listed.
You are provided with a product description, the price tier, the number of available items, the status of the listing, and whether the listing is ready for Magento.
If the listing is not ready for Magento, generally you'll be notified of the reason why and how to rectify that problem. For example, in this case, the product is not ready for Magento because product description is empty. To rectify the issue, we'll need to select the product. We'll need to specify a short description and then select the price tier.
If the price tier comes up as zero, you will need to find this particular SKU in your product listing and add a value to the price tier. You will not be able to publish a product with the price tier equalling zero.
Once this issue is rectified, you're then able to list this product on Magento by clicking the List on Magento button.
You're able to refresh the product list, load the products from Magento and also update quantities in Magento from the screen.
If you have made bulk updates to your product details or product lists, you're able to easily bulk update this information to Magento.
You're able to select the category which was updated, family or product tag, then identify an attribute set and the price tier and then bulk publish the products by clicking the Start button.
The Pending Orders tab will display any pending orders. If no consolidation method is selected, these pending orders will appear here for an hour before they’re converted to real sale orders.
You're able to manually load the orders and also process them without waiting for DEAR Inventory to process the orders automatically.
The last step is the Log and this contains a history of all orders which came across from Magento and were created in DEAR Inventory.