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i95Dev Magento RMS Connect User Manual

1. Gender Send Welcome Email Password Management Password ul 1 23456 Fig Creating a Customer from Magento Admin Confidential i95Dev 4 of 66 11 28 2012 Call us Now 301 760 7499 e Provide the Billing amp Shipping addresses of a Customer e Click Addresses which is on the left side under Customer Information column e Click Add New Address e Provide the required Address Details such as First Name Last Name Street Address etc e You have an option to select the current address that you entered as Default Billing Address or Default Shipping Address by selecting the radio buttons as shown in the following screen The customer has been saved e Cary Jim Back Create Order Delete Customer Manage Shopping Cart Save Customer Customer Addresses Edit Customer s Address Add New Address Cary Jim v 1202 jackson street Newyork New York 56932 Middle Name initial United States T 898599999 Last Name Prefix First Name Default Billing Address Suffix Default Shipping Address A Company Street Address 1202 jackson street a City Newyork Country United States State Province New York Zip Postal Code 56932 Telephone 899599999 Fax Fig Creating Customer Address amp Selecting Default Billing Shipping Address e Click Save Customer e The Customer gets created in Microsoft Dynam
2. Creating Customer with Billing amp Shipping Address from Magento Front End Menu Navigation e Open Magento Store e Navigate to Register e lt navigates you to the next screen i e Create an Account page as shown in the following figure e Provide required information such as First Name Last Name Email Address Password etc e Click on Submit button Create an Account Personal Information First Name Last Name Lu af Email Address jasonlu gmail com Sign Up for Newsletter Login Information Password a Confirm Password x Back SUBMIT Required Fielda Fig Customer Creation from Magento Front End e Once you click the submit button it navigates to My Dashboard page as shown in the following figure Confidential 195Dev 13 of 66 11 28 2012 Dri ve your ideas My Account Account Dashboard Account Information Address Book Order History Billing Agreements Recurring Profiles dy Product Reviews dy Tags ly Wishlist dy Downloadable Products Newsletter Subscriptions Gift Card Gift Registry Reward Points My Invitations Store Credit Credit History Credit Payment Call us Now 301 760 7499 My Dashboard Thank you for registering with Main Website Store Hello Jason Lu fto From your My Account Dashboard you have the ability to view a snapshot of your recent account activity and update your account information Select a link below to view or edit info
3. 195Dev Magento RMS Connect User Manual Silver Edition Version 2 0 One Church Street Suite 401 Rockville MD 20850 Tel 301 760 7499 Fax 301 576 3655 Document Details Authorized by Version No 2 0 Signature Date 195Dev November 28 2012 Call us Now 301 760 7499 Drive your ideas Contents 195Dev Magento RMS Connect User Manual Silver 3 CUSTOMER CREATION FROM MAGENTO ADMIN ccccccccseccccsscccescccesscccesscccssccceucceeusecseueeceessceusess 4 CUSTOMER UPDATE FROM MAGENTO ADMIN cceccccsescccsccccscccescceesscccssscceesccseusceseeceeuecessesceususs 7 CUSTOMER CREATION FROM MAGENTO FRONT END u cccccceecccseccceseccesecccesecccesscccesecesesceusssenes 11 CREATING CUSTOMER WITH BILLING amp SHIPPING ADDRESS FROM MAGENTO FRONT END 13 ORDER CREATION FROM MAGENTO ADMIN eee ere eee recco eric eee 16 ORDER PLACED WITH CUSTOM PRICING FROM MAGENTO BACKEND TO RMS RELEASE II 19 ORDER CREATION FROM MAGENTO FRONT END eee ricercare eee eee eric 23 MAGENTO ADMIN OFFLINE CUSTOMER UPDATE u cccccccccsseccccsscccesccccescccesscccesscseesecseeeseeeeceessseees 28 MAGENTO FRONT END GUEST CHECKOUT MM Mercier rie e eee rece ce nere eee ceci vee 30 DISPLAY ORDER ORIGIN IN MAGENTO ORDER GRID VIEW cscccccssscccsssccescscessccceeceeseceesessenes 34 DISPLAY CUSTOMER ORIGIN IN MAGENTO CUSTOMER GRID VIEW erre err
4. Address Information Company AT amp T Telephone 5692236666 Address 456 Middle Ave 00 Fax Number hs 0 E mail Address cookatt gmailcom City NewYork State AM 0 Zip Code fi 009 Country fu 5 Cancel Help Fig Customer Creation in Dynamics RMS In order to check back the Customer Creation in Magento that s been done from Dynamics RMS Please follow the navigation mentioned Menu Navigation e Open Magento Admin e Login to Admin Panel e Navigate to Customers gt Manage Customer e Select the Customer that s been created in Dynamics RMS e You will see the Customer Information in Magento as shown in the following figure Confidential i95Dev 36 of 66 11 28 2012 Call us Now 301 760 7499 Junior Cook amp lt Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer fl Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed Junior Cook Account Created on Oct 15 2012 10 08 46 PM AT amp T resa 456 Middle Ave Account Created in Admin i NewYork Armed Forces Middle East 10009 Customer Group General k United States Origin RMS T 5692236666 RMS Customer Information RMS customer Id Cust4455 Quam Origin RMS Fig Customer Creation from Dynamics RMS to Magento Customer Update from RMS Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Ma
5. No items Email James007 test com Fig Providing a Custom Price for a Product e Click Update Items amp Qty Global Record Search Logged in as admin Friday Get help for this page Magento Enterprise Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh cache types Submit Order 5 Create New Order for James Bond in Default Store View Order Currency US Dollar v Customer s Current Activities Items Ordered Add Products Update Changes Product Price Qty Subtotal Discount Row Subtotal Action Shopping Cart 0 2 Headphones 490 00 1 490 00 0 00 490 00 SKU headphones Custom Price M Apply 490 00 No items Total 1 product s Subtotal 490 00 0 00 490 00 Enter custom price excluding tax Update Items and Oty s Apply Coupon Code Gift Cards Wishlist 0 No items Account Information Group General b Email James007 test com Fig Added Custom Price to a Product e Fill the Billing Address and Shipping Address e Select the Payment Information e Fill the Credit Card details like Name of the card member Credit Card Number Expiry date CVV code etc e Select any Shipping Method such as UPS USPS FedEx amp Fill the information Confidential i95Dev 20 of 66 11 28 2012 Call us Now 301 760 7499 e Click Place Order button In order che
6. 301 760 7499 Order Creation from Magento Front End Menu Navigation Note Assuming that the Customer is already logged in to the Magento Store e Open Magento Store e Navigate to Products Menu gt Select Product S gt Add to Cart e Click on Proceed to Checkout button over the next screen e Login with Customer Credentials created earlier e Or else register as a New Customer if you did not register earlier e Select Billing amp Shipping Addresses amp Provide the required details e Select one of the Shipping Methods and Continue e Select Payment Information and Continue e Click on Place Order Order 100000014 Pending Reorder Print Order About This Order Order Information Order Date October 11 2012 shipping Address shipping Method Jason Lu Flat Rate Fixed 90 Pavil Newyork New York 6988 United States T 5698625232 Billing Address Payment Method Jason Lu Cash On Delivery 90 Pavil Newyork New York 6966 United States T 5699625232 Items Ordered PRODUCT NAME SKU PRICE QTY SUBTOTAL iPhone 5 iPhones 700 00 Ordered 1 700 00 Subtotal 700 00 Shipping amp Handling 5 00 Tax 53 63 gt Grand Total 763 63 Confidential i95Dev 23 of 66 11 28 2012 Call us Now 301 760 7499 Fig Viewing Order Creation from Magento Front End e RMS Order ID gets created for every order that is submitted from Magento store In order check back the Order Creation in Dynamics RMS Please fo
7. 35 AM Nov 19 2012 12 01 36 AM Nov 19 2012 4 19 04 AM o im i a ja io o im jo i io io o O o Fig Report of Failed Customer Products Orders Confidential i95Dev 55 of 66 11 28 2012 Call us Now 301 760 7499 e Select Scheduler Name Customers from the drop down list e Click Search e You will see report of all the failed Customers as shown in the following figure M a gento E nt e rp ri se Logged in as admin Wednesday November 21 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page i95Dev Sync Failed Records Report Page of1 pages View 20 perpage Total 6 records found Lg Ec Scheduler Name Identified Number Name Error Message Date Action customer v From Va To F customer james rion Nov 21 2012 12 19 07 AM customer jindol Nov 21 2012 12 25 02 AM customer jock Nov 21 2012 12 26 28 AM customer a james Nov 21 2012 12 28 22 AM Nov 21 2012 1 24 22 AM Nov 21 2012 1 25 05 AM customer wilson customer erica Fig Report of Failed Customer e Select Scheduler Name Products from the drop down list e Click Search e You will see report of all the failed Products as shown in the following figure Magento Enterprise Global Record Search Logged in as admin Wednesday November 28 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System
8. 63 Pending Jason Lu 773 66 773 66 Processing Vi Jason Lu 763 63 763 63 Pending Fig Displaying Order Origin Display Customer Origin in Magento Customer Grid View Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Customers gt Manage Customers Confidential i95Dev 11 28 2012 Call us Now 301 760 7499 e You will see the following screen with the Customer Origin which lets you know about the Customers that s been placed from Magento as well as Dynamics RMS e Ifthe Customer Origin gt RMS it indicates that the Customer is placed from Dynamics RMS e Ifthe Customer Origin gt Website it indicates that the Customer is placed from Magento Magento Enterprise Dashboard Sales Catalog Mobile Custome One or more of the Cache Types are invalidated Page Cache Cick here to go to Cache Mebsgement and refresh cache types Manage Customers Page 1 ofipages Vi 20 perpage Total 17 records found lo Exportto CSV v Select AI Unselect All Select Unselect Visibile Acbons i RMS Customer ID Origin Mame Email State Province Customer Since All Countrie s From To 17 WEB0000607 website Jay shawn1122 gmail com Gener 5698961 245 United States Texas Oct 12 2012 10 53 51 Shawn 16 WEBsOO00608 Website James james123 gmail com 4545669966 6 United States New Jersey Oct 12 2012 10 30 23 Cameron PM 15 WEB0000805 Sydney sheldonet23 gmail com Genera Oct 12 2012 1 44 23 Sheldon
9. AM 14 WEB0000603 Jason Lu jasonlu gmailcom Genera 5666565656 es Oct 11 2012 5 30 00 AM 13 WEB0000005 S charles smit charilleggmaiLtcom 3453 New Yor Oct 11 2012 7 39 17 smithi Fig Displaying Customer Origin Customer Creation from RMS Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager O Firstly you have to set the RMS HQ in Maintenance mode in order to do any actions o So Navigate to File gt Maintenance Mode O Navigate to Database gt Global Customers which pops up a Lookup Account window o Click on New which pops up a Customer Properties New Customer window o Provide the required information to create a Customer as shown in the following figure o Incase of RMS POS o Open Store Operation POS o Ring F7 Set Customer which pops up a Lookup Account window o Click on New which pops up a Customer Properties New Customer window o Provide the required information to create a Customer as shown in the following figure Confidential 195Dev 35 of 66 11 28 2012 Call us Now 301 760 7499 e Provide Customer Information such as Account Number First Name Last Name amp Address Details as shown in the following figure e Click OK Customer Properties Junior Cook Cust4455 Purchase History Account Information Additional Billing Information Shipping Address Customer Options Customer Information Account Number Cust4455 Title p First Name Junior Last Name Cook
10. Fig Offline Order Sync from Magento to Microsoft Dynamics RMS Confidential i95Dev 25 of 66 11 28 2012 Call us Now 301 760 7499 E Order 100000016 Oct 11 2012 8 28 41 PM Back E Hote Order 100000016 Order confirmation email sent Account Information Order Date Oct 11 2012 8 28 41 PM Customer Name Jason Lu Order Status Processing Email jasonlu gmail com Purchased From Main Website Customer Group General Main Website Store Default Store View engin a RMS Order Information Order submitted offline Please click to Sync with RMS RMSSync OManual Sync Billing Address Shipping Address Jason Lu Jason Lu 7809 Stalin 7809 Stalin Newjersy Minnesota 55499 Newjersy Minnesota 55499 United States United States T 5666565656 T 5666565656 Fig Offline Order Sync from Magento to Microsoft Dynamics RMS ES Order 100000016 Oct 11 2012 8 28 41 PM Back E pronn Order 100000016 Order confirmation email sent Account Information Order Date Oct 11 2012 8 28 41 PM Customer Name Jason Lu Order Status Processing Email jasonlu gmail com Purchased From Main Website Customer Group General Main Website Store Default Store View angin TOURER RMS Order Information Order submitted offline Please click to Sync with RMS ORMSSync Manual Sync Billing Address Shipping Address Jason Lu Jason Lu 7809 Stalin 7809 Stalin Newjersy Minnesota 55499 Newjersy Minnesota 55499 United
11. Login to Admin Panel e Navigate to Customers gt Manage Customer e Select the Customer that s been created in Dynamics RMS Confidential i95Dev 44 of 66 11 28 2012 Call us Now 301 760 7499 Drive your ideas e Click Addresses tab e You will see the updated Customer Billing amp Shipping Addresses in Magento as shown in the following figure james wilson lt Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Customer Addresses Edit Customer s Address Add New Address Pretix james wilson 415 warter street maryland Maryland 20321 Middle Nameilnitial United States T 456554565 Last Name wilson Default Billing Address Qo Suffix O Default Shipping Address First Name Company ee als Street Address 415 warter street line line2 gt nd albama Alabama 21156 United States City maryland T 68787825 Default Billing Address Default Shipping Address State Province Maryland Country United States Zip Postal Code 20321 Telephone 456554565 Fax Fig Customer Update Billing Address from Dynamics RMS to Magento amp james wilson lt Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Customer Addresses Edit Customer s Address Add New Address james wilson 415 warter street maryland Maryland 20321 Middle Name lnitial United States T 456554565 Last Name william
12. Operation POS o Ring F7 Set Customer which pops up a lookup screen o Select the Particular Customer in the Lookup amp Click on Properties o A Customer Properties window gets popped up with Customer Details as shown in the following figure Confidential i95Dev 6 of 66 11 28 2012 Call us Now 301 760 7499 Account Information Additional Shipping Address Customer Options Customer Information Account Number WEBO000EO2 Title P 3y First Name Cary Last Name Jim Address Information Company Tn Telephone 898599999 Address 11202 jackson street 00 Fax Number Co 5Gip y A Pe E mail Address Jimcary gmaicom sal City Newyork State ip Code Country Cancel Help Fig Customer Created in Microsoft Dynamics RMS e i95Dev RMS Connect Extension provides the flexibility to Create Customer in different ways Customers can be created o Without Shipping amp Billing Addresses o Either With Shipping or Billing address o Either With Same or Different Shipping and Billing Addresses o With Multiple Addresses Customer Update from Magento Admin Menu Navigation e Open Magento Admin e Login to Admin Panel Confidential i95Dev 7 of 66 11 28 2012 Call us Now 301 760 7499 e Navigate to Customers Manage Customers e Select the existing customer and modify the customer details as per your requirement e Open the required Customer e Click Account Information which is on the
13. Q Enter search keyword GO products New Products Checkout Check Ae vaur hecknti Checkout Method Progress Login Checkout as a Guest or Register Billing Address Already registered Please log in below Register with us for future convenience Shipping Address Email Address Checkout as Guest Shipping Method O Register Payment Method Password Forgot your password LOGIN CONTINUE BILLING INFORMATION SHIPPING INFORMATION Fig Checkout as a Guest Customer e Click Continue e Fill the Billing Shipping Payment etc details e Click Place Order Checkout Your Checkout Progress f Billing Address change Mark Gill 1122 china town Order Review New york New York 10002 United States PRODUCT NAME PRICE aTY SUBTOTAL T 59666632299 iPhone 5 700 00 1 700 00 Shipping Address change Subtotal 700 00 Mark Gill 1122 china town Li Shipping amp Handling Flat Rate Fixed 5 00 Mew york New York 10002 Tax 58 63 United States T 59668832299 Grand Total 763 63 Shipping Method change Flat Rate Fixed 5 00 Forgot an Item Edit Your Cart PLACE ORDER Payment Method change Cash On Delivery Fig Guest Customer Placing an Order Confidential i95Dev 31 of 66 11 28 2012 Call us Now 301 760 7499 e Asa Guest Customer places an Order it is created in Dynamics RMS with a RMS Order ID along with the Guest Customer Information Drive your ideas e Once the Order is place
14. Status Original Price Price Qty 700 00 700 00 Ordered 1 Subtotal Tax Amount Tax Percent Discount Amount Row Total 700 00 58 63 8 375 0 00 758 63 Order Totals Subtotal Shipping amp Handling 700 00 5 00 Tax 58 63 Grand Total 763 63 Total Paid 0 00 Total Refunded 0 00 Total Due Con ith the Magento Com if M Magento is a trademark of Magento Inc Copyright 2012 Magento Inc Fig Order Created from Magento to RMS Confidential i95Dev 17 of 66 11 28 2012 Call us Now 301 760 7499 In order check back the Order Creation in Dynamics RMS Please follow the navigation Drive your ideas Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to View gt Journals which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring F4 Journal which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o An Order Properties window gets popped up with Customer Details as shown in the following figure o You can also view the Shipping Method in Dynamics RMS that s been selected from Magento Tailspin Toys Sales Receipt 11 Bergenline 4venue Web Stare New Jersey 07047 Transaction 80152 A Account YV E BOOOOBO 3 Page 1 of 1 Date 1041 2012 Time 5 00 53 PM Cashier 1 p Register 01 Jason Lu Ship To Jason Lu g
15. Tab to Create Addresses Confidential i95Dev 39 of 66 11 28 2012 Call us Now 301 760 7499 Customer Properties MrJones Alan CST1122 Purchase History Account Information Additional Shipping Address Customer Options Customer Information Account Number CSTI 122 Title iy First Name Last Mame Address Information Company Walmatt Telephone 5966223331 Address 1659 Central Awe Fax Number fi Ri E mail Address joneswalmart qmail com City NewYork r State JAM A zip Code 1 0009 Country US Cancel Help Fig Customer Address Billing Creation in Dynamics RMS e Click Shipping Tab amp then Click New e It will prompt a message saying Do you want to use the same Billing Address for Shipping Address too e f you Click Yes then it will consider Billing Address as a Shipping Address e If you Click No then a Shipping Address Information window gets popped up e Provide Shipping Address details as shown in the following figure e Click OK Confidential i95Dev 40 of 66 11 28 2012 Call us Now 301 760 7499 Name ones Alan Company CU gle Address Street View level 6 City NewYak TTT State Zip I 0003 Country Telephone 989999999 Ean number E mail Address lM This is the primary shipping address for this customer Cancel Help Fig Creating Customer Shipping Address in Dynamics RMS In order to check back the Customer Creation in Magento that
16. Zip Postal Code Telephone 7498885698 Fax Fig Updating Customer Addresses e Click Save Customer e The updated Customer Information also gets updated in Dynamics RMS e The Customer Information gets updated in Magento as shown in the following figure amp Cary Jason Sa Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed Sg Cary Jason Account Created on Oct 11 2012 5 30 00 AM Walmart Account Created in Admin 1202 Jackson street Nashville Tennessee 56932 Customer Group General United States Origin Website T 7498885698 RMS Customer Information RMS customer ld WEB0000602 Origin Website Fig Updating the Existing Customer Confidential 195Dev 9 of 66 11 28 2012 Call us Now 301 760 7499 In order check back the Customer Creation in Dynamics RMS Please follow the navigation Drive your ideas Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to Database gt Global Customers which pops up a lookup screen o Select the Particular Customer in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring F7 Set Customer which pops up a lookup screen o Select the Particular Customer in the Lookup amp Click on Properties o A Customer Properties wind
17. down which will drop the connection that s been there between Magento and Dynamics RMS This indeed would make online Orders to fail in syncing In that particular scenario we provide an option called Offline Order Sync that allows admin to manually sync the orders that s been placed from Magento to RMS Menu Navigation e Open Magento Admin e Login Admin Panel e Click on Sales gt Order e If the particular Order is not synced to Dynamics RMS then you will see the following figure with two options i e RMS Sync amp Manual Sync e You can directly select the RMS Sync radio Button amp Click on Submit button e Incase if there is a chance of having the same Order in Dynamics RMS with which you would like to sync with the Order that s been in Magento then you have to do a manual sync e Select the Manual Sync radio button amp Click on Submit button ES Order 100000016 Oct 11 2012 8 28 41 PM 2 Back LI rer Date Oct 11 2012 8 28 41 PM ASEET EA pee Order Status Processing Email jasonlu gmail com Purchased From Main Website Customer Group General Main Website Store Default Store View Origin Website RMS Order Information Order submitted offline Please click to Sync with RMS RMSSync gt OManual Syne Billing Address Shipping Address Jason Lu Jason Lu 7809 Stalin 7809 Stalin Newjersy Minnesota 55499 Newjersy Minnesota 55499 United States United States T 5666565656 T 5666565656
18. left side under Customer Information column e Edit the Customer Details as shown in the following figure Cary Jim gt Back E Account Information Created At 10 11 12 nn Associate to Website Main Website Created From Admin Group General Ww Pretty First Name a Can Middle Mamelnitial white Last Name 3 Jason Suffix aaa PO Email Jimeary amailcom Date Of Birth N Tas AT Number EEE Gender a M Password Management Mew Password Fig Updating the Existing Customer Details e Update the Billing amp Shipping Address details of customer e You also have an option to update different addresses that you have saved earlier Confidential i95Dev 8 of 66 11 28 2012 Call us Now 301 760 7499 Drive your ideas e You can also edit the Default Billing amp Shipping Addresses by selecting radio buttons as shown in the following figure amp Cary Jason lt Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Customer Addresses Edit Customer s Address Add New Address Cary White Jason Mr First ane Cary Walmart Na 1202 jackson street Middle Nameilnitial White Nashville Tennessee 56932 United States Last Name Jason T 7498885698 Default Billing Address Default Shipping Address Company Walmart Prefix Suffix Mr Street Address 1202 jackson street City Nashville Country United States State Province Tennessee
19. offline you see the Signal Color Red the it implies that the Magento to RMS connect is failed as shown in the following figure Confidential i95Dev 53 of 66 11 28 2012 Call us Now 301 760 7499 ti a ri Logged in as admin Monday November 19 2012 Magento Enterprise n Global Record Search l Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page T One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh cache types 1 One or more of the Indexes are not up to date Product Prices Click here to go to Index Management and rebuild required indexes Current Configuration Scope i95Dev RMS Connect Settings ia Default Canfig Manage Stores RNS Extension n Build Version 1 11 Configuration Extension Enabled Yes STORE VIEW gt GENERAL 3 z To enable or disable the extension General Fig RMS Connectivity Blinking Signal Red e f you click the Red Blinking Icon you will see a window which provides you with the last 5 failed amp 5 successful Orders as shown in the following figure i95Dev RMS Connect RMS Last Five Success Orders Magento Order ID RMS Order ID Customer Name Total Status 100000073 81727 Daniel 324 5900 processing 100000071 81723 Cameron 391 2400 pending 100000070 81721 ikl 323 3000 pending 100000069 81720 jk 1633 4400 pending 100000068 81719 guest customer 1077 3400 pendin
20. 0 Pawil 90 Pay il Newyork MY 69656 Newyork MY 69858 56996252432 569506452432 N 1 iPhones iPhone 5 r 00 00 r 00 00 Thank you for shopping sub Total 700 00 Tailspin Toys Sales Tax 50 ba Please come again flatrate_flatrate flatrate_flatrate 5 00 765 63 Total gt ad Cash Tendered 763 63 Change Due 40 00 501542 Fig Order Created in Microsoft Dynamics RMS Confidential 195Dev 18 of 66 11 28 2012 Bi nn Call us Now Hd Dev 301 760 7499 Drive your ideas Order Placed with Custom Pricing from Magento Backend to RMS Release II Menu Navigation e Open Magento Admin e Login as Admin e Select Sales Orders e Click Create New Order as shown in the following figure Magento E nte rpr i se Logged in as admin Friday November 16 2012 A Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Gethelp for this page eS Orders en Create New Order Page 1 of6 pages View 20 w perpage Total119records found New Order RSS Lg Exportto CSV v Select Visible Unselect Visible 0 items selected Actions v Order RMS Order Origin Purchased On Billto Name Ship to Hame G T Base G T Purchased Status Action Any From x From From v To Rl To To 100000124 Website Nov 16 2012 3 50 46 234324 23432 234234 234 124 95 124 95 Pending View 100000123 Website Nov 16 2012 3 48 53 234234 234324 234234 234324 124 95 124 95 Pending Vi 100000
21. 122 Website Nov 16 2012 3 46 09 4234 234234 234234 234234 124 95 124 95 Pending AM Fig Creating an Order Created in Magento e You will get a Create New Order page with all the existing Customers e Select any Registered Customer by clicking e Click on Add Products e Select the products e Click Add Selected Products to Cart e Check mark the option called Custom Price e Provide the Price that you would like to sell the product for as shown in the following figure Confidential 195Dev 19 of 66 11 28 2012 Call us Now 301 760 7499 Global Record Search Logged in as admin Friday November 16 2012 Get help for this page Magento Enterprise Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh cache types Submit Order E Create New Order for James Bond in Default Store View Order Currency US Dollar v Customer s Current Activities Items Ordered Add Products Update Changes Product b Price Qty Subtotal Discount Row Subtotal Action Shopping Cart 0 A Headphones 500 00 1 490 00 0 00 490 00 SKU headphones Custom Price F Apply 490 00 Total 1 productis t Subtotal 490 00 0 00 490 00 Enter custom price excluding tax Update Items and Qty s Apply Coupon Code Gift Cards Wishlist 0 Add Gift Card No items Account Information Group General Nj
22. 3 106 180 RMS Order Information sai Website Origin RMS Order ID 81144 0 7848 EUR USD rate RMS Order Status New Billing Address Shipping Address James Bond walmart 11023 Chicago hills New York New York 10005 United States T 2036694569 James Bond walmart 11023 Chicago hills New York New York 10005 United States T 2036694569 Payment Information Shipping amp Handling Information Cash On Delivery Free Shipping Free 0 00 0 00 Items Ordered Product Item Status Original Price Price Oty Headphones Ordered SKU headphones Subtotal Tax Amount Tax Percent Discount Amount Row Total 490 00 490 00 Ordered 1 490 00 40 43 8 25 0 00 530 43 E384 55 384 55 384 55 31 73 0 00 416 28 Comments History Order Totals Add Order Comments Subtotal 490 00 Status 384 55 Pending Shipping amp Handling 0 00 Comment E0 00 Tax 40 43 31 73 Grand Total 530 43 4 416 28 C Notify Customer by Email sa 0 00 U Visible on Frontend 0 00 Total Refunded 0 00 D Nov 16 2012 6 24 24 AM Pending 0 00 Customer Notified 7 TotalDue 530 43 416 28 Fig Order Creation at the Magento Back End with the Specified Currency In order check back the Order Creation in Dynamics RMS Please follow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to View gt Journals which pops up a l
23. C visible on Frontend Fig Guest Customer Placing an Order In order check back the Order Creation in Dynamics RMS Please follow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager Confidential i95Dev 32 of 66 11 28 2012 Call us Now 301 760 7499 o Navigate to View gt Journals which pops up a lookup screen Drive your ideas o Select the Particular Order in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring FA Journal which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o An Order Properties window gets popped up with Order Details as shown in the following figure o You can also view the Shipping Method in Dynamics RMS that s been selected from Magento Tailspin Toys Sales Receipt f 11 Bergenline Avenue Web store Mew Jersey O70047 Transaction 00154 Account VVEBOOO0606 Page 1of1 Date 10 12 2012 Time 1 54 59 PA Cashier 1 Na Register 01 Mark Gill amp ship To Mark Gill 1122 china town 1122 china town New york NY 10002 New york NY 10002 59660032299 59660032299 Phones IPhone 5 pr 00 00 pr 00 00 Thank you for shopping oub Total f O0 00 Tailspin Toys sales Tax 59 63 Please come again flatrate_flatrate flatrate flatrate 45 00 Total 763 65 gt nd Cash Tendered 763 63 d Change Due 0 00 00154 Fig Order Placement by a Guest Customer Confide
24. Gethelp for this page i95Dev Sync Failed Records Report Page 1 of2 pages iew 20 e per page Total 33 records found Scheduler Name Identified Number Name Error Message Date product e From To Nov 17 2012 2 13 34 AM Nov 17 2012 5 50 43 AM Nov 17 2012 5 50 44 AM Nov 17 2012 5 50 45 AM Nov 17 2012 5 50 47 AM Action product SashaTest product testoff2 AMZN 6 product testoff2 AMZN 6 5 product testoff2 AMBR 6 product testoff2 AMBR 6 5 Fig Report of Failed Products e Select Scheduler Name Order from the drop down list e Click Search e You will see report of all the failed Order as shown in the following figure Confidential 195Dev 56 of 66 11 28 2012 Call us Now 301 760 7499 M a gento nter p ri se Logged in as admin Wednesday November 21 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page i95Dev Sync Failed Records Report Page 1 of1 pages View 20 perpage Total 3 records found Sad Ec Scheduler Name Identified Number Name Error Message Date Action order From Ta To 100000122 guest cust Ik Nov 20 2012 9 39 48 PM 100000139 register 123 Nov 21 2012 2 52 37 AM 100000144 register 123 Nov 21 2012 3 04 55 AM Fig Report of Failed Orders Failed Transaction Sync Report from RMS to Magento Release II Menu Navigation Note In order to check the following functionality of the Failed Tr
25. S Confidential i95Dev 28 of 66 11 28 2012 Call us Now 301 760 7499 The customer has been saved e Sydney Sheldon Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed The customer does not have default billing address Account Created on Oct 12 2012 1 34 51 AM Account Created in Admin Customer Group General Origin Website RMS Customer Information RMSSync RMS Sync OManual Sync Fig Offline Customer Sync from Magento to Microsoft Dynamics RMS e Sydney Sheldon Back Reset Create Order Delete Customer Manage Shopping Cart E Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed The customer does not have default billing address Account Created on Oct 12 2012 1 34 51 AM Account Created in Admin Customer Group General Origin Website RMS Customer Information O RMSSync Manual Syne Fig Manual Offline Customer Sync from Magento to Microsoft Dynamics RMS In order check back the Offline Customer Creation in Dynamics RMS Please follow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to Database gt Global Customers which pops up a lookup screen o Select
26. States United States T 5666565656 T 5666565656 Fig Manual Offline Order Sync from Magento to Microsoft Dynamics RMS Once the order is successfully synced and created in Dynamics RMS then the RMS Order ID is sent back to Magento which indicates a successful creation of that particular order in Dynamics RMS Confidential i95Dev 26 of 66 11 28 2012 Call us Now 301 760 7499 Drive your ideas In order check back the Order Creation in Dynamics RMS Please follow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to View gt Journals which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring F4 Journal which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o An Order Properties window gets popped up with Order Details as shown in the following figure o You can also view the Shipping Method in Dynamics RMS that s been selected from Magento Tailspin Toys Sales Receipt 7711 Bergenline Avenue Web Store NewJersey 07047 eh Transaction Account Register Jason Lu 90 Pavil Newyork NY 6986 5696625232 Jason Lu 90 Pavil Newyork NY 6959 5699625232 ship To N iPhones iPhone 5 1 Thank you for shopping Tailspin Toys Please come again a 90153 Confidential i95Dev 27 of 66 sub Total sa
27. To display the i95Dev RMS Connect fields in your preferred language you need to download English template and add your language amp upload to the Magento FTP as shown in the following figure e Below is the figure that is an example for French Language i fr_FR E Mage Adminhtml esv Gal Mage Backup csy EH Mage_Catalog csv ea Mage_CatalogRule csv cel Mage_CatalogSearch csv Mage_Checkout csv Mage_Cms csv Mage_Core csv Faby Mage_Customer csv E Mage Datafeed csy EH Mage_Directory csv ll Mage _Eav csy E Mage_Giftcert csv E Mage_GoogleCheckout csw Mage _Install csv Mage _Newsletter csv aL Tulare Mare rt B5Dey_ S5Dev6GPConnectFrench csv Changed 11 22 2012 8 2 11 14 2012 3 0 11 15 2007 2 2 10 16 2007 4 2 11 15 2007 2 5 10 16 2007 4 2 10 16 2007 4 2 11 15 2007 3 3 10 16 2007 4 2 10 16 2007 4 2 11 15 2007 2 5 10 16 2007 4 2 10 16 2007 4 2 10 16 2007 4 2 10 16 2007 4 2 10 16 2007 4 2 10 16 2007 4 2 11 15 2007 1 0 a a i Fig Uploading French Locale to Magento Confidential i95Dev 62 of 66 Rights PWEXE XE X 11 28 2012 Call us Now 301 760 7499 Drive pou AINES Multi Currency Implementation Release II Menu Navigation Note Assuming that the Customer is already logged in to the Magento Store e Open Magento Store e Navigate to Products Menu gt Select Product S gt Add to Cart as shown in the foll
28. UBTOTAL New York New York 10005 Headphones 384 55 1 394 55 United States T 2036694569 Subtotal 394 55 Shipping Address change Shipping amp Handling Free Shipping Free 0 00 James Bond Tax 31 73 walmart 11023 Chicago hills ces Grand Total 416 28 New York New York 10005 United States Sue Your credit card will be charged for 530 43 T 2036694569 Shipping Method change Forgot an Item Edit Your Cart Free Shipping Free 0 00 PLACE ORDER Payment Method change Cash On Delivery Fig Checking Out a Product with Euro Currency e Click on Place Order e n order to check back at Magento Back End follow the navigation mentioned e Open Magento Admin Panel e Select Sales gt Order e Open the required order that s been placed from Magento Front End e You will see the following screen with all the details of the Order in the Euro Gurreney butthe Order was placed in Admin with Base Currency i e USD e You can even find the Euro Currency getting applied for each and individual line item as shown in the following figure Confidential i95Dev 64 of 66 11 28 2012 Call us Now 301 760 7499 E3 Order 100000127 Nov 16 2012 6 24 23 AM Back Hota Order Date Nov 16 2012 6 24 23 AM Customer Name James Bond Email James007 test com Customer Group General Order Status Pending Purchased From Main Website Main Website Store Default Store View Placed from IP 202 6
29. UFFALO BO GIFT 100 BITE OF B GIFT 101 PRIDE OF BUFF GIFT 102 BEST OF BUFFA GIFT 103 BUFFALO BONAN GIFT 104 LITTLE BI GIFT 105 TASTE OF ITAL GIFT 106 INSTANT GIFT 107 SAUSAGE LOVER GIFT 110 COFFEE BREAK GIFT 111 RISE amp SHINE GIET 119 PREMIER C 99 99 29 99 39 99 49 99 74 99 29 99 49 99 39 99 39 99 39 99 49 99 taa 99 Cancel Item Lookup Code Available Qty Price a 149 99 i La New Delete Properties Copy Picture F1 Help Confidential i95Dev F F2 Lookup F3 Calculator F8 No Sale F9 Secure ig Looking up for an Item 48 of 66 F4 Journal F5 Open Close F6 Calendar F10 Drawer F11 Recall F12 Tender 11 28 2012 Call us Now 301 760 7499 Drive pour ideas o Search for any existing Item in the Item Lookup window o Click Ok to open Item Properties RMSProd samsung 33 Voucher Aliases Substitui Special Serial Eit Options Commission Pricing Discounts General Inventory Suppliers Item lookup code Samsung 53 ltem type Standard Description Extended description Member of ltem Lookup Code Sub Description 1 Samsung 53 Department None bs il Sub Description 2 Samsung 53 Category Hone SE Sub Description 3 Item tax enone r Barcode Price K300 00 Cost 0 000 Profit Margin 100 000 Cancel Help Fig Viewing an It
30. ansaction Sync Report kindly make GP offline for a while e Open Magento Admin Panel e Select Reports gt i95Dev Error Reports e Select RMS to Magento Reports as shown in the following figure Magento Enterprise Global Record Search Logged in as admin Wednesday November 28 2012 2 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Gethelp for this page One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management andrefreshca Sales One or more of the Indexes are not up to date Product Flat Data Click here to go to Index Management and rebuild ri Shopping Cart i Manage Products Products i Add Product Customers Page 1 of 470 pages View 20 el per page Total 9386 records found Notify Low Sto cs Reset Filter Select All Unselect All Select Visible Unselect Visible 0 items selected Reviews e Submit ID 4 RMS Product ID Name Search Terms i Visibility Status Action Any w From From 195Dev Error Renart i I el el i 5 ftt RMS to Magento Report To To Refresh Statisti Magento to RMS Report ii USD 39716 Sanprod 5 5 Narrow Simple productmatrix Sanprod5 5N 256 00 63 NotVisible Enabled Product Individually 39715 Sanprod 5 5 Medium Simple productmatrix Sanprod5 5M 256 00 65 NotVisible Enabled Product Individually Fig Selecting GP to Magento Report e You will see the following screen where in you
31. ashboard Sales Catalog Mobile Customers Promotions Newsletter CMS ats System One or more of the Indexes are not up to date Product Prices Click here to go to Index Management and rebuild required indexes Dashboard Choose Store View All Store Views v Lifetime Sales Orders Amounts 5 340 00 Fig RMS Connectivity Blinking Signal Green Call us Now 301 760 7499 ovember 19 2012 Gethelp for this page e f you see the Signal Color Green then it implies that the Magento to RMS Connect is successfully working and the both entities are synchronized in nature e f you click the Green Blinking Icon you will see a window which provides you with the last 5 failed amp 5 successful Orders as shown in the following figure i95Dev RMS Connect RMS Last Five Success Orders Magento Order ID RMS Order ID Customer Name Total 100000073 81727 Daniel 324 5900 100000071 81723 Cameron 391 2400 100000070 81721 jkl 323 3000 100000069 81720 jkl 1633 4400 100000068 81719 guest customer 1077 3400 RMS Last Five Failure Orders Magento Order ld RMS Order ld Customer Name 100000011 Saletest12 100000006 cust509 Close Window Fig Displaying Last 5 Failed amp Successful Orders Status processing pending pending pending pending Status Pending Pending Note In order to check the following functionality of the i95Dev RMS Connect failure case kindly make RMS offline for a while e Once the RMS goes
32. ck back the Order Creation in Dynamics RMS Please follow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to View gt Journals which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring F4 Journal which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o An Order Properties window gets popped up with Customer Details as shown in the following figure o You can also view the Shipping Method in Dynamics RMS that s been selected from Magento Confidential i95Dev 21 of 66 11 28 2012 ur ideas Drive yo Call us Now F 301 760 7499 Tailspin Toys Sales Receipt 11 Bergenline Avenue Web Store NewJersey 0704 Sea Transaction 01142 Account VWYEBOOO1 S21 Page of 1 Date 11162012 Time 5 15 00 AM Cashier Register O1 James Bond lt lt James Bond walmart walmart 11023 Chicago hills 11023 Chicago hills New York MY 10005 New York MY 10005 2036694564 2036694564 headphones Headphones fa 4 90 00 Thank you for shopping Sub Total Tailspin Toys sales Tax Please come again Free Shipping Free Total Pod Cash Tendered Change Due 01142 Fig Order Created in Microsoft Dynamics RMS Confidential i95Dev 22 of 66 450 00 4490 00 p40 45 SU OU bos 45 p530 43 50 00 11 28 2012 Call us Now
33. ckorders Allow Gty Below 0 GLOBAL Use Config Settings Notify for Quantity Below 1 GLOBAL Use Config Settings Enable Qty Increments No o GLOBAL Use Config Settings Stock Availability In Stock GLOBAL Fig Updated Inventory Check for an Item in Magento Confidential 195Dev 50 of 66 11 28 2012 Call us Now 301 760 7499 Dri ve your ideas o Incase of RMS POS o Open Store Operation POS o Ring F2 Lookup which pops up an Items window o Select a required Item amp Click Properties as shown in the following figure Items AIN Lookup ltem Lookup Code 19491 entries Item Lookup Code Item Type Available Uty New matrix123 ALMD E matrix 324 00 matrix 23 matrix Delete MatzSmi Mat2 Small I 0 00 Mate Mat Properties i hd atl Sri Mat Small Mati Med Matt Medium Copy katiLrg Mat Large 0 00 Wati Mat Picture massupdate massupdate Mass Test 4FRNS 5 MassTest AFRICAN 9 5 0 00 Mass Test AFANS MassTest AFRICAN 9 0 00 Hass Test AFRN8 5 MassTest AFRICAN 6 5 0 00 a Cancel Fig Selecting a Particular Item o It pops up an Item Properties window as shown in the following figure Item Properties Mat Small Mat2Sml Voucher Aliases Substitutes Special Serial Kit Options General Inventory Suppliers Pricing Discounts Commission Item lookup code Mat2Sml Item type Standard Description Extended description Member of Item Lookup Code M Mat2 Sub De
34. d in Dynamics RMS the RMS Order ID is sent to Magento from Dynamics RMS after successful creation of the particular Order e You can see the RMS Order Creation at Magento Backend with the RMS Order ID as shown in the following figure 9 Order 100000017 Oct 12 2012 12 52 57 PM 2 Back PORT Order 100000017 Order confirmation email sent Account Information Order Date Oct 12 2012 12 52 57 PM Sachimentiame Mark Gill Order Status Pending Email markgill gmail com Purchased From Main Website Customer Group NOT LOGGED IN Main Website Store Default Store View Placed from IP 202 635 106 180 RMS Order Information RMS Order ID 80154 Origin Website RMS Order Status New Mark Gill 1122 china town New york New York 10002 United States T 59668832299 Mark Gill 1122 china town New york New York 10002 United States T 59668832299 Payment Information Shipping amp Handling Information Flat Rate Fixed 5 00 Cash On Delivery Items Ordered Product iPhone 5 SKU iPhoned Item Status Original Price Price Qty Subtotal Tax Amount Tax Percent Discount Amount Row Total Ordered 700 00 700 00 Ordered 1 700 00 58 63 8 375 0 00 758 63 Comments History Order Totals Add Order Comments Subtotal 700 00 a Shipping amp Handli 5 00 Pending v Ipping andiing 5 Tax 58 63 Grand Total 763 63 Total Paid 0 00 Total Refunded 0 00 Comment VA Total Due C Notify Customer by Email
35. e ee rece 34 CUSTOMER CREATION FROM RMS ieri 35 CUSTOMER UPDATE FROM RMS 37 CUSTOMER ADDRESS CREATION FROM RMS cceccccseccccscccesecccecccesescceescccessceseseceeeecensnssenes 39 CUSTOMER ADDRESS UPDATE FROM RMS ccccecccssecccsecccesscccsscceescceesccesssccesssceesssceessccesssceees 43 RMS TO MAGENTO INVENTORY QTY WEIGHT PRICE AND COST UPDATE 46 RMS CONNECTIVITY SIGNAL DISPLAY IMPLEMENTATION RELEASE H cece ceecceeeceeeeeees 52 FAILED TRANSACTION CUSTOMERS PRODUCT ORDERS SYNC REPORT FROM MAGENTO TO RMS RELRASE M ccenn ai a a Eae 54 FAILED TRANSACTION SYNC REPORT FROM RMS TO MAGENTO RELEASE II 57 LOCALE IMPLEMENTATION WITH DEFAULT ENGLISH RELEASE Il 62 MULTI CURRENCY IMPLEMENTATION RELEASE Illasi 63 Confidential i95Dev 2 of 66 11 28 2012 Call us Now 301 760 7499 i95Dev Magento RMS Connect User Manual Silver Magento is a different entity that falls under eCommerce software where as Microsoft Dynamics RMS is another kind of entity that falls under stand alone POS unlike Magento i95Dev Magento RMS Connect is an extension that s developed under the i95Dev Research amp Development which helps to integrate these two entities i e Magento amp Dynamics RMS As there is no easier way to directly integrate these two i e Magento amp Dynamics RMS a Comprehensive Customization tools are inven
36. em in RMS POS o Click Inventory as shown in the above figure Item Properties RMSProd Samsung 33 Voucher Aliases Substitutes Special Serial Kit Options General Inventory Suppliers Pricing Discounts Commission Current History gt i hand Date created 3212012 Committed Last received Available Last ordered On order Last sold Transfer out Last cost Unit of measure Replacement cost Reorder Offline Restock level Reorder point Fig Providing Inventory for an Item in RMS POS Confidential i95Dev 49 of 66 11 28 2012 Call us Now 301 760 7499 o Click Ok to save the Inventory of the particular Item In order to check back the Inventory Update for a Product in Magento that s been done from Dynamics RMS Please follow the navigation Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Catalog gt Manage Products e Search for the required Product amp Open e You will see the required inventory Information in Magento that s been updated from Dynamics RMS as shown in the following figure Samsung 3 Default Inventory Manage Stock Yes GLOBAL Use Config Settings Cty Sai 6 GLOBAL aty for Item s Status to Become i GLOBAL Out of Stock Use Config Settings Minimum Qty Allowed in 1 GLOBAL shopping Cart Use Config Settings Maximum City Allowed in 40000 GLOBAL shopping Cart Use Config Settings Oty Uses Decimals No GLOBAL Ba
37. g RMS Last Five Failure Orders Magento Order Id RMS Order Id Customer Name Status 100000011 Saletest12 Pending 100000006 cust509 Pending Close Window Fig Displaying Last 5 Failed amp Successful Orders Failed Transaction Customers Product Orders Sync Report from Magento to RMS Release Wy Menu Navigation Confidential i95Dev 54 of 66 11 28 2012 Call us Now 301 760 7499 Note In order to check the following functionality of the Failed Transaction Sync Report kindly make RMS offline for a while e Open Magento Admin Panel e Select Reports gt i95Dev Error Reports e Select Magento to RMS Reports as shown Magento Enterprise Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh ca Page 4 Select All UnselectAll Select Visible Unselect Visible 0 items selected ID 4 RMS Product ID Any From To Name From To 39716 Sanprod 5 5 Narrow 39715 Sanprod 5 5 Medium in the following figure Global Record Search Logged in as admin Wednesday November 28 2012 Gethelp for this page g Reports System Sales Shopping Cart Invitations Add Product JE Status Action le Visibility 195Dev Error Renart p f i RMS to Magento Report USD 256 00 63 NotVisible Enabled Individually 65 NotVisible Individ
38. ics RMS with the RMS Customer ID In other words once the customer is created in Magento it also creates the same customer in Dynamics RMS and a Customer ID from Dynamics RMS is sent to Magento in ofder to identify that particular customer at Magento You can see the RMS Customer ID in the following figure Confidential 195Dev 5 of 66 11 28 2012 Call us Now 301 760 7499 Cary Jim Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed Cary Jim Account Created on Oct 11 2012 5 30 00 AM 1202 jackson street ee Account Created in Admin Newyork New York 56932 pal h l o United States ustomer Group enera T 898599999 Origin Website RMS Customer Information RMS customer ld WEBO0000602 en Origin Website Reward Points Balance Website Balance Currency Amount Minimum Reward Points Balance to be able to Redeem Cap Reward Points Balance At Main Website 0 0 00 0 Unlimited Fig Customer with saved Addresses In order check back the Customer Creation in Dynamics RMS Please follow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to Database gt Global Customers which pops up a lookup screen o Select the Particular Customer in the Lookup amp Click on Properties o Incase of RMS POS o Open Store
39. ig Quantities available for an Item in different RMS Stores Confidential i95Dev 47 of 66 11 28 2012 o The Inventory of an Item in RMS HQ is calculated as Store 1 Qty Store 3 Qty Call us Now 301 760 7499 Store 2 Qty o Click OK which navigates to the Item look up window wherein you will see the Total Inventory for the SamsungS3 6 Lookup Item Lookup Code tem Lookup Code Samba Bk samp samp ADULT 3 samp ADULT 4 samp KIDS 3 samp KIDS 4 Samsung Duo SamsungS3 sanluisasho0405 SANLUISJSYA0304 SANLUISJSYHO304 SantosH0304 santoshome0607010101 SANTOSJSYA0304 santosthird0607010101 SAPHTEO M M Available Oy Price 4 Samba Bkiwt samp samp samp samp samp Samsung Duo Samsung 3 San Luis Away Short 0405 San Luis Jsy Away 0304 San Luis Jsy H 0304 Santos Home 03 04 Santos Home 0506 MD Santos Aways Jsy 0304 Santos Third 0506 MD Sao Paulo TOFFS Fig Total Quantity for an Item RMS o In Case of RMS POS o Open Store Operation POS 3701 entries New Delete Copy 49 95 49 95 _ P o Ring F2 Lookup which pops up an Items window as shown in the following figure Item Lookup Code Description 000000001014 000000001021 000000001038 000000001045 000000001052 000000001069 000000001076 000000001106 000000001113 ANNNNNNMI 120 Find Quantity 42600 entries GIFT 98 ULTIMATE GIFT 99 B
40. les Tax flatrate_flatrate flatrate_flatrate 5 00 Total 763 63 Cash Tendered Change Due 0 00 90153 VWEBOO00603 1 of 1 10412012 7 42 13 PM 1 01 7 00 00 700 00 700 00 50 63 763 63 11 28 2012 Call us Now 301 760 7499 Fig Order Created in Microsoft Dynamics RMS Magento Admin Offline Customer Update Menu Navigation e Open Magento Admin e Login to Admin Panel e Click on Manage Customers e If the particular Customer is not synced to Dynamics RMS then you will see the following figure with two options i e RMS Sync amp Manual Sync e You can directly select the RMS Sync radio Button amp Click on Submit button e Incase if there is a chance of having the same Customer in Dynamics RMS with which you would like to sync with the Order that s been in Magento then you have to do a manual sync e Select the Manual Sync radio button amp Click on Submit button amp Sydney Sheldon Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed The customer does not have default billing address Account Created on Oct 12 2012 1 34 51 AM Account Created in Admin Customer Group General Origin Website RMS Customer Information O RMSSync ni OManual Sync Fig Offline Customer Sync from Magento to Microsoft Dynamics RM
41. llow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to View gt Journals which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring FA Journal which pops up a lookup screen o Select the Particular Order in the Lookup amp Click on Properties o An Order Properties window gets popped up with Order Details as shown in the following figure o You can also view the Shipping Method in Dynamics RMS that s been selected from Magento Tailspin Toys Sales Receipt 7711 Bergenline Avenue Web Store New Jersey 07047 Transaction 80152 gt Account YYEBO000603 Page 1 of 1 Date 10412012 Time 5 00 53 PM Cashier 1 p Register Jason Lu Ship To Jason Lu 90 Pavil 90 Pavil Newyork NY 69595 Newyork NY 6986 5698625232 5699625232 01 x 1 iPhoned iPhone 5 700 00 700 00 Sub Total 700 00 Sales Tax 53 63 flatrate_flatrate flatrate_flatrate 5 00 Total 763 63 F Cash Tendered 763 63 Change Due 0 00 Thank you for shopping Tailspin Toys Please come again 50152 Fig Order Created in Microsoft Dynamics RMS Confidential i95Dev 24 of 66 11 28 2012 Call us Now 301 760 7499 Magento Admin Offline Order Update In case of any interruptions happened such as failure of any server or server going down there is always a chance of Microsoft Dynamics RMS going
42. mer Creation from Magento Front End e Once the submit button is clicked the Customer gets created in Microsoft Dynamics RMS with a specific RMS Customer ID Confidential i95Dev 11 of 66 11 28 2012 Call us Now 301 760 7499 In order check back the Customer Creation in Dynamics RMS Please follow the navigation Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Navigate to Database gt Global Customers which pops up a lookup screen o Select the Particular Customer in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring F7 Set Customer which pops up a lookup screen o Select the Particular Customer in the Lookup amp Click on Properties o A Customer Properties window gets popped up with Customer Details as shown in the following figure o You can also view the email address that you provided in Magento over Dynamics RMS customer Properties Jason Lu WEBOOO06D Purchase History Account Information Additional Shipping Address Customer Options Customer Information Account Number wv EB0000603 Title a First Name Jason aap Mame Lu Address Information Company Telephone Address Fax Number rig wr E mail Address jasonluf gmail com Gal City State Zip Code Country Cancel Help Fig Customer Created in Microsoft Dynamics RMS Confidential i95Dev 12 of 66 11 28 2012 Call us Now 301 760 7499
43. nager o Firstly you have to set the RMS HQ in Maintenance mode in order to do any actions o So Navigate to File gt Maintenance Mode o Navigate to Database gt Global Customers which pops up a Lookup Account window o Click on Existing Customer which pops up a Customer Properties Update the required information of that particular Customer as shown in the following O figure o Incase of RMS POS o Open Store Operation POS o Ring F7 Set Customer which pops up a Lookup Account window o Click on Existing Customer which pops up a Customer Properties o Update the required information of that particular Customer as shown in the following figure e Click OK Confidential i95Dev 37 of 66 11 28 2012 Call us Now 301 760 7499 Customer Properties Mr Frank Ternple Cust4455 Purchase History Account Information Additional Shipping Address Customer Uptions Customer Information Account Number Cust4455 Title First Name ci Name m Address Information Company Googe Him 99661 21222 Address 496 western View Fax Number PO E mail Address cookatt gmail com City State zip Code Country Fig Customer Update in Dynamics RMS In order to check back the Customer Creation in Magento that s been done from Dynamics RMS Please follow the navigation mentioned Menu Navigation e Open Magento Admin e Login to Admin Panel e Navigate to Customers Manage Customer e Select the Cus
44. ntial 195Dev 33 of 66 11 28 2012 Drive your ideas Call us Now 301 760 7499 Display Order Origin in Magento Order Grid View Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Orders e You will see the following screen with the Order Origin which lets you know about the Orders that s been placed from Magento as well as Dynamics RMS e Ifthe Order Origin gt RMS it indicates that the Order is placed from Dynamics RMS e Ifthe Order Origin gt Website it indicates that the Order is placed from Magento Magento Enterprise Dashboard Sales One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh cache types a found New Order RSS Purchased On 4 Billto Hame ES Orders Page 1 of 1 Select Visible Unselect VI Order pages View 20 wv O items selected Mobile Origin Global Record Search Logged in as admin Friday Octob System Get help for this page Create New Order E Exportto CSV v Reset Filter Ship to Hame G T Base G T Purchased Status Action Any gt 100000018 100000017 100000016 100000015 Website Website Website Website Oct 12 2012 5 07 04 Jay Shawn Oct 12 2012 12 52 57 Mark Gill Oct 11 2012 8 28 41 Jason Lu Oct 11 2012 7 20 28 Jason Lu From From v To To Jay Shawn 705 00 705 00 Pending Mark Gill 763 63 763
45. ookup screen o Select the Particular Order in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring F4 Journal which pops up a lookup screen Confidential i95Dev 65 of 66 11 28 2012 Call us Now S Dev 3 0 1 7 6 0 7 49 9 Drive your ideas o Select the Particular Order in the Lookup amp Click on Properties o An Order Properties window gets popped up with Order Details as shown in the following figure o You can also view the Shipping Method in Dynamics RMS that s been selected from Magento Tailspin Toys sales Receipt 11 Bergenline Avenue See Web store NewJersey 0 04 Transaction ol 144 Account VWEBOOO1 S21 Page 1 of 1 Date 11162012 Time 6 24 00 AM Cashier i Register 01 James Bond James Bond walmart walmart 11023 Chicago hills 11023 Chicago hills New York MY 10005 New York MY 10005 2036694569 2036694569 headphones Headphones 4450 00 4490 00 Thank you for shopping Sub Total 450 00 Tailspin Toys Sales Tax 1404300 Please come again Free Shipping Free 40 00 Total 530 43 A Tendered 530 43 i Change Due 50 DO 01144 Fig Order Created in Microsoft Dynamics RMS with Base Currency USD Confidential 195Dev 66 of 66 11 28 2012
46. ort of all the failed Products as shown in the following figure e Select Scheduler Name Products from the drop down list e Click Search Magento Enterprise 2 Dashboard Sales Catalog Mobile Customers Promotions Newsletter i95Dev Sync Failed Records Report Page 4 Scheduler Name product ofi pages View 20 per page Total 1 records found Identified number tu product ao Global Record Search Logged in as admin Tuesday November 27 2012 Reports System Get help for this page Error message Fig Report of Failed Products Confidential i95Dev 58 of 66 Date From To Error processing in request Nov 21 2012 4 00 00 PM 11 28 2012 Call us Now 301 760 7499 e Select Scheduler Name Order from the drop down list e Click Search e You will see report of all the failed Order as shown in the following figure Magento Enterprise Logged in as admin Tuesday November 27 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Gethelp for this page i95Dev Sync Failed Records Report Page 4 of1pages View 20 el per page Total 1 records found Scheduler Name identified number Error message Date order s H i l Tren A To 5 order Le shipping method empty Nov 21 2012 4 00 00 PM Fig Report of Failed Orders e You will see Synchronization button as shown in the following figure Magento Enterprise Global Record Sea
47. ow gets popped up with Customer Details as shown in the following figure Customer Properties Cary Jason WEBOOO0602 Purchase History Account Information Additional Shipping Address Customer Options Customer Information Account Number WEB0000602 Title First Name Last i Address Information Company Walmart Telephone 7498885698 0 Address 1202 jackson street 0 Fax Number Ps PO E mail Address Jimearyt gmail com E City gal Nashville TT State IT N zip Code 56932 Country IU S ok Cae Hep Fig Updated Customer Information in Microsoft Dynamics RMS e i95Dev RMS Connect Extension provides the flexibility to update customer in different ways Confidential 195Dev 10 of 66 11 28 2012 Call us Now 301 760 7499 Customers can be created o Without Shipping amp Billing Addresses o Either With Shipping or Billing address o Either With Same or Different Shipping and Billing Addresses o With Multiple Addresses Customer Creation from Magento Front End Menu Navigation e Open Magento Store e Navigate to Login e Click on Create an Account button e Fill the Customer Details and Click on Submit as shown in the following figure Create an Account Personal Information First Name LastName Lu ad Email Address jasonlu grnail com Sign Up for Newsletter Login Information Password ee Confirm Password a Back SUBMIT Required Fields Fig Custo
48. owing figure Welcome James Bond Send Invitations Log Out E gt Currency EUR Euro Change w mM M a ento MY ACCOUNT MY WISHLIST 1 MY CART 1 v CHECKOUT U Q Enter search keyword GO products Shopping Cart PRODUCT NAME MOVE TO WISHLIST UNIT PRICE ATY SUBTOTAL REMOVE Headphones mm i O 38455 384 55 Continue Shopping UPDATE SHOPPING CART Discount Codes Subtotal 384 55 Enter your coupon code if you have one Tax 31 73 APPLY COUPOH ES Grand Total 416 28 Gift Cards Proceed to Checkout Enter the gift card code Fig Adding a Product to the Cart e You can see the Product Cost Subtotal Grand Total is mentioned in the Euro Currency e Click on Proceed to Checkout button over the next screen e Login with Customer Credentials created earlier e Or register as a New Customer if you did not register earlier e Select Billing amp Shipping Addresses amp Provide the required details e Select one of the Shipping Methods and Continue e Select Payment Information and Continue Confidential 195Dev 63 of 66 11 28 2012 Call us Now 301 760 7499 Welcome James Bond Send Invitations Log Out Currency EUR Euro Change w U Mave nto MY ACCOUNT MY WISHLIST l MY CART 1 v CHECKOUT Q Enter search keyword GO products Shoes Checkout Dea Progress Order Review Billing Address change James Bond walmart 11023 Chicago hills PRODUCTNANE PRICE QTY S
49. rch Logged in as admin Tuesday November 27 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page i95Dev Sync Failed Records Report Page O E G2 oft pages a perpage 1 Tots 3 inca si Stan Scheduler Name Identified number Error message Date From To customer _ Invalid data Nov 21 2012 4 00 00 PM product ea Error processing in request Nov 21 2012 4 00 00 PM order Seca shipping method empty Nov 21 2012 4 00 00 PM Fig Synchronization of Customers Orders Products e Once you Click Synchronization button the failed records i e Customers Orders Products will get synced to Dynamics RMS amp further will not appear in RMS to Magento Reports_upon successful synchronization of the records to Dynamics RMS Confidential 195Dev 59 of 66 11 28 2012 Call us Now 301 760 7499 Configuration Implementation from Magento to RMS Release II Menu Navigation e Open Magento Admin Panel e Select System gt Configuration e Click i95Dev RMS Connect Setting where in you will see the RMS Configuration button as shown in the following figure CRON Settings vw i95Dev Log Settings RMS Configuration a RMS Configuration Rms Configuration STORE VIEW Please Click Here For RMS Configuration gt SERVICES Magento Core API ADVANCED Developer gt 195DEV RMS CONNECT 195Dev Product Matrix Settings Fig RMS Configura
50. ress Jones Alan Walmart 659 Central Ave Middle Namevinitial NewYork Armed Forces Middle East 10009 United States Last Name T 5966223331 Default Billing Address Default Shipping Address Company Walmart Prefix First Name Suffix Street Address Street View level 6 Jones Alan Walmart Street View level 6 New York New York 10003 City New York United States T 989999999 Country United States O Default Billing Address State Province New York Default Shipping Address Zip Postal Code 10003 Telephone 989999999 Fax Fig Customer Creation Shipping Address from Dynamics RMS to Magento Confidential i95Dev 42 of 66 11 28 2012 Call us Now 301 760 7499 Customer Address Update from RMS Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Firstly you have to set the RMS HQ in Maintenance mode in order to do any actions o So Navigate to File gt Maintenance Mode o Navigate to Database gt Global Customers which pops up a Lookup Account window o Click on Existing Customer which pops up a Customer Properties o Incase of RMS POS o Open Store Operation POS o Ring F7 Set Customer which pops up a Lookup Account window o Click on Existing Customer which pops up a Customer Properties e Select a particular Customer who has Billing amp Shipping addresses e Click Billing Tab to Update Addresses Ta Customer Properties james wilson 0000005 Purcha
51. rmation Account Information lt _ Contact Information edit Newsletters edit Jason Lu You are currently not subscribed to any newsletter jasonlu gmail com Change Password Address Book manage addresses Default Billing Address edit address Default Shipping Address edit address You have not set a default billing address You have not set a default shipping address Fig Customer Creation from Magento Front End e Click on the Address Book that is on the left side under My Account column e You will see the Default Billing amp Shipping Addresses e Click the Add New Address Tab which is on the right side top as shown in the following figure My Account Account Dashboard Account Information Address Book Order History Billing Agreements Recurring Profiles My Product Reviews My Tags My Wishlist My Downloadable Products Newsletter Subscriptions Gift Card Gift Registry Reward Points My Invitations Store Credit Credit History Credit Payment Confidential i95Dev Address Book See 00 EW ADDRESS The address was successfully saved Default Addresses Additional Address Entries You have no additional address entries in your address book Default Billing Address change billing Jason Lu 90 Pavil Newyork New York 6988 United States Default Shipping Address change shipping address Jason Lu Fig Adding New Address of a Customer 14 of 66 11 28 2012 Drive your idea
52. s e It will navigate to the Add New Address screen Call us Now 301 760 7499 e Provide the required Address details such as First Name Last Name Address details e You can add this new address to Shipping or Billing address e You will have two check marks i e Use as my default shipping address or billing address e Check mark any one of the two options based on your requirement as shown in the following figure My Account Account Dashboard Account Information Address Book Order History Billing Agreements Recurring Profiles hy Product Review s hy Tags hy Wishlist hy Downloadable Products Mewsletter Subscriptions Gift Card Gift Registry Reward Points hy Invitations Store Credit Credit History Credit Payment Compare Products You have no tems to compare Add New Address Contact Information First Name Last Name gt Company Telephone Fax Address Street Address Sg State Province City Zip Postal Code Country Use as my default billing address Use as my default shipping address Go back Tos Stalin Mewjersy Minnesota 55499 United States Wa e MEI Fig Default Shipping Address Creation of a Customer e Click on Save Address e You will see the different addresses for Shipping as well as for Billing addresses as shown in the following figure Confidential i95Dev 15 of 66 11 28 2012 Drive your ideas Addre
53. s Default Billing Address Suffix R O Default Shipping Address Company Prefix First Name james williams Street Address line1 line1 line2 line2 albama Alabama 21156 United States City albama T 68787825 Country United States Default Billing Address ld Default Shipping Address State Province Alabama Zip Postal Code 21156 Telephone 68787825 Fax Fig Customer Update Shipping Address from Dynamics RMS to Magento Confidential i95Dev 45 of 66 11 28 2012 Call us Now 301 760 7499 RMS to Magento Inventory Qty Weight Price and Cost Update Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Firstly you have to set the RMS HQ in Maintenance mode in order to do any actions o So Navigate to File gt Maintenance Mode o Navigate to Database gt Items which pops up a Items window o Select a required Item amp Click Properties as shown in the following figure ina an mF ee ___y qC e 3 Items AI 5 S a Lookup Item Lookup Code 37017 entries SG amsunaS3 Find Item Lookup Code Available Oty a Ne SA4LE07050101 Sale ltem 25 25 00 30 00 35 00 uit I 55 00 60 00 25 00 co SALEO 7060101 Sale ltem 30 SALEO7070101 Sale Item 35 Sale Item 40 Sale Item 45 Sale Item 50 Sale Item 55 SALEO7120101 Sale Item 60 SALEFOOT Sale Footwear NO RETURNS Samba Bk w t samp a OoOo0o0onihn wo a
54. s been done from Dynamics RMS Please follow the navigation mentioned Menu Navigation e Open Magento Admin e Login to Admin Panel e Navigate to Customers gt Manage Customer e Select the Customer that s been created in Dynamics RMS e Click Addresses tab e You will see the updated Customer Billing amp Shipping Addresses in Magento as shown in the following figure Confidential i95Dev 41 of 66 11 28 2012 Call us Now 301 760 7499 e Jones Alan Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Customer Addresses Edit Customer s Address Add New Address Jones Alan Walmart 659 Central Ave Middle Name lnitial NewYork Armed Forces Middle East 10009 United States Last Name T 5966223331 suffix Default Billing Address cal Default Shipping Address Company Walmart Prefix hr First Name Street Address 659 Central Ave Jones Alan Walmart Street View level 6 New York New York 10003 City NewYork United States T 989999999 Country United States Default Billing Address State Province Armed Forces Middle East Default Shipping Address Zip Postal Code 10009 Telephone 5966223331 Fax Fig Customer Creation Billing Address from Dynamics RMS to Magento 2 Jones Alan Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Customer Addresses Edit Customer s Address Add New Add
55. samp 111 00 samp 111 00 samp 111 00 samp 111 00 Samsung Duo 60 00 Samsung 53 sanluisasho0405 San Luis Away Short 0405 SANLUISJSYA0304 San Luis Jsy Away 0304 CART LITIO IMSA IMMA Fig Selecting a particular Item o It pops up an Item Properties window o Click Store Quantity tab as shown in the following figure Confidential i95Dev 46 of 66 11 28 2012 Call us Now 301 760 7499 Drive your ideas Ttern Properties Samsung 33 Sarrnisungqes Voucher Store Quantity Store Tax Store Cost Aliases Substitutes Special Serial Kt Options General Inventory Suppliers Pricing Discounts Commission ltem lookup code SamsungSd ltem type Standard Description Samsung 53 Extended description Samsung 53 Member of ltem Lookup Code None gt Sub Description 1 Department Sub Description 2 Category Sub Description 3 Barcode Price 300 00 Cost 0 000 Profit Margin 100 000 ok Cancel Hep Fig Selecting Store Quantity Tab o It pops up shows you Store Quantity screen where in you will find different stores having different quantities for a an Item as shown in the following figure Item Properties Samsung 33 Samsungsi Suppliers Pricing Discounts Commission Voucher Store Quantity Store T ax Store Cost Special Serial Eit Options Aliases Substitutes General Inventory 5 entries not assigned O DI Store Store 2 Stored i 1 New Store O Cancel Help F
56. scription 1 Mat2 Department lt None gt x ey Sub Description 2 Mat2 Category lt None gt x Sub Description 3 Mat2 Item tax lt none gt v Barcode NONE v Price 20 00 Cost 5 000 Profit Margin 75 000 Cancel Help Fig Selecting a Particular Item Confidential i95Dev 51 of 66 11 28 2012 Call us Now NG 301 760 7499 o Click Inventory tab which displays the On hand Available Committed inventory of the particular item that s been selected o Provide required quantity in the On hand field as shown in the following figure o Click Ok Item Properties Mat Small Matz Srnl Voucher Aliases Substitutes Special Serial Eit Options General Suppliers Pricing Discounts Commission Curent History On hand Date created 56 2012 Committed Last received Available Last ordered On order Last sold Transfer out Last cos Unit of measure Replacement cost Reorder Offline Restock level Reorder point Fig Inventory Update of an Item in a Particular Store o This is the inventory of an Item that s availed in a particular Store RMS Connectivity Signal Display Implementation Release II Menu Navigation e Open Magento Admin Panel e You will see the following Blinking Signal in the header as shown in the following figure Confidential i95Dev 52 of 66 11 28 2012 Magento E nte rp ris e Logged in as admin Monday N D
57. se History Account Information Additional Shipping Address Customer Options E Customer Information Account Number 0000008 Title First Name lames Last Name wilson Address Information Company PO Telephone 456554565 Address 415 warter street Fax Number C Tg LES E mail Address jiames testmailcom ul City mayland State ip Code Country Cancel Help Fig Customer Address Billing Update in Dynamics RMS Confidential i95Dev 43 of 66 11 28 2012 Call us Now 301 760 7499 e Click Shipping Tab amp then Click New e It will prompt a message saying Do you want to use the same Billing Address for Shipping Address too e f you Click Yes then it will consider Billing Address as a Shipping Address e f you Click No then a Shipping Address Information window gets popped up e Provide Shipping Address details as shown in the following figure e Click OK Shipping Address Information Mame Company Address 415 warter street City x state M LI Zip 20421 Country us Telephone ess Eexrumber IT E mail Address O W This is the primary shipping address for this customer Cancel Help Fig Updating Customer Shipping Address in Dynamics RMS In order to check back the Customer Creation in Magento that s been done from Dynamics RMS Please follow the navigation mentioned Menu Navigation e Open Magento Admin e
58. shown in the following figure Magento Enterprise Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh cache types Order View eS Order 100000013 Oct 11 2012 4 39 48 PM Information Order 100000013 Order confirmation email sent Oct 11 2012 4 39 48 PM Invoices Order Date Order Status Pending Main Website Main Website Store Default Store View Website Purchased From Origin Jason Lu 90 Pavil Newyork New York 6988 United States T 5698625232 Payment Information Cash On Delivery Global Record Search Logged in as admin Thursday October 11 2012 Gethelp for this page Account Information Customer Name Jason Lu General Email Customer Group RMS Order Information RMS Order ID RMS Order Status Jason Lu 90 Pavil Newyork New York 6988 United States T 5698625232 Shipping amp Handling Information Flat Rate Fixed 5 00 Items Ordered Product iPhone 5 SKU iPhoned Ordered Comments History Add Order Comments Status Pending v Comment 4 Submit Comment C Notify Customer by Email O visible on Frontend D Oct 11 2012 4 39 48 PM Pending Customer Hot Notified Help Us Keep Magento Healthy Report All Bugs Magento ver 1 11 1 0 Interface Locale English United States Englisl v Item
59. ss Book Call us Now 301 760 7499 ADD NEW ADDRESS The address was successfully saved Default Addresses Additional Address Entries You have no additional address entries in your address book Default Billing Address change billing address a g 40 Pavil Mewyork New York 6988 United States T 5695625232 Default Shipping Address change shipping address Jason Lu 7809 Stalin Mewjersy Minnesota 55499 United States T 5666565656 Fig Different Billing amp Shipping Address of a Customer Order Creation from Magento Admin Menu Navigation Open Magento Admin Login to Admin Panel Navigate to Sales gt Orders Click on Create New Order Select the Customer Name from the list of customers Select Order Currency as US Dollar Click on Add Products Select the Products Click on Add Selected Product s to Order Select one of the Payment Method Confidential i95Dev 16 of 66 11 28 2012 Call us Now 301 760 7499 e For Shipping Methods Click on the Get Shipping Methods and Rates link and select one of the method e Check the Grand Total e Click on Submit Order e Once you click on Submit Order the order gets created in Microsoft Dynamics RMS with Dynamics RMS Order ID e If you able to see the RMS Order ID at Magento then it indicates that the order is successfully synced from Magento to Dynamics RMS e RMS Order ID gets created for every order that is submitted from Magento store as
60. ted to enable Net developers to create a real time transactional connections between Magento amp Microsoft Dynamics RMS to expand a potential for new features and functionality i95Dev RMS Connect Extension Silver version supports the following Features Customer Update from Magento to RMS Inventory Update from RMS to Magento Customer Order Data Update from Magento to RMS Customer Offline Update from Magento to RMS Order Offline Update from Magento to RMS hg a i95Dev Magento RMS Connect User Manual The following User Manual document helps the Silver users in knowing much about the features and the way it works It also educates the users to know the in depth of each and every functional feature Confidential i95Dev 3 of 66 11 28 2012 Call us Now 301 760 7499 Customer Creation from Magento Admin Menu Navigation Open Magento Admin Login to the Admin Panel Navigate to Customers gt Manage Customers Click on Add New Customer lt navigates to New Customer Provide Customer Details set Associate to Website Main Website All the mandatory fields must be provided as shown in the following figure New Customer Account Information Created At 10 11 12 Associate to Wiehsite Main Website Group General Pretix First Mame Middle Mameinitial Last Name Sufix Email Jimcanegmaill com Date Of Birth TaxXXAT Number
61. the Particular Customer in the Lookup amp Click on Properties o Incase of RMS POS o Open Store Operation POS o Ring F7 Set Customer which pops up a lookup screen o Select the Particular Customer in the Lookup amp Click on Properties Confidential i95Dev 29 of 66 11 28 2012 Drive your ideas Call us Now 301 760 7499 o A Customer Properties window gets popped up with Customer Details as shown in the following figure Customer Properties Sydney Sheldon WEBOOQ0G05 Purchase History Account Information Shipping Address Customer Information Account Humber wE BOOOU60S Title A First Name i Last Name m Address Information Company Telephone Address Fax Number City State ip Code Country E mail Address Additional Customer Uptions Sydney Sheldon sheldonel 2 tagmail com Fig Order Created in Microsoft Dynamics RMS Magento Front End Guest Checkout Menu Navigation e Open Magento Front End e Navigate to the Product List e Select Required Products e Add Selected Products to your cart e Proceed to Check Out e Once you reach the checkout page you will see an option to enter details based on different Checkout Methods e Select Checkout as a Guest radio button as shown in the below figure Confidential i95Dev 30 of 66 11 28 2012 Call us Now 301 760 7499 M Ma ento MY ACCOUNT MY WISHLIST l amp MY CART 1 v CHECKOUT 8
62. tion e Once you click the RMS Configuration button you will see the Configuration Fields that you need to provide as shown in the following figure e Provide required fields of the RMS Configurations in Magento amp Click Save Confidential i95Dev 60 of 66 11 28 2012 RMS Configurations RMS Configurations Call us Now 301 760 7499 RMS Store ID RMS Store Name RMS CustomerPrefix RMS Customer Digit Limit RMS Tax Class ID RMS Cashier ID RMS Sales Representative ID RMS Register ID Unit Price Price Level A Price Level B Price Level C Magneto API User Magento API User PWD Domain Magento Domain URL Log Frequency RMS Database Server RMS Database Name RMS Database User Name RMS Database Password NOT LOGGED IN abc web 1 2 NOT LOGGED IN NOT LOGGED IN NOT LOGGED IN A e E E i95devteam 192 168 0 157 http 15 192 168 034 onionbaghg sa Fig Providing RMS Configuration in Magento Confidential i95Dev 61 of 66 11 28 2012 Locale Implementation with Default English Release in Menu Navigation 301 760 7499 Call us Now e i95Dev RMS Connect has customized Locale to support multiple languages of your choice In general Magento itself has feature that converts the language of the content but the fields that i95Dev RMS Connect uses get converted only using the customization that s been implemented e
63. tomer that s been created in Dynamics RMS e You will see the updated Customer Information in Magento as showmin the following figure Confidential 195Dev 38 of 66 11 28 2012 Call us Now 301 760 7499 amp Frank Temple lt Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed Frank Temple dea Account Created on Oct 15 2012 10 08 46 PM Google Account Created in Admin 496 Western View NewYork Armed Forces Middle East 10011 amie Group General United States Va Origin RMS T 9966121222 RMS Customer Information RMS customer ld Cust4455 Thunman Origin RMS Fig Customer Update from Dynamics RMS to Magento Customer Address Creation from RMS Menu Navigation o Incase of RMS HQ o Open RMS Head Quarters Manager o Firstly you have to set the RMS HQ in Maintenance mode in order to do any actions o So Navigate to File gt Maintenance Mode o Navigate to Database gt Global Customers which pops up a Lookup Account window o Click on Existing Customer which pops up a Customer Properties o Incase of RMS POS o Open Store Operation POS o Ring F7 Set Customer which pops up a Lookup Account window o Click on Existing Customer which pops up a Customer Properties e Select a particular Customer who has no addresses created e Click Billing Information
64. ually Simple Product productmatrix Sanprod5 5N Simple 256 00 Enabled Product productmatrix Sanprod5 5M Fig Magento to RMS Failed Reports e You will see the following screen where in you will find all the failed Customers Orders Products from Magento to Dynamics RMS Magento Enterprise Dashboard Sales Catalog Mobile Customers Promotions Newsletter i95Dev Sync Failed Records Report Page 1 gt of29pages View 20 e per page Total 578 records found Scheduler Name Identified Number Name CMS Global Record Search Logged in as admin Wednesday November 28 2012 Reports System Get help for this page Reset Filter Error Message Date Action SashaTest testoff2 AMZN 6 testoff2 AMZN 6 5 testoff2 AMBR 6 testoff2 AMBR 6 5 testoff3 AFRN 6 testoff3 AFRN 6 5 testoff3 AMRT 6 testoff3 AMRT 6 5 23 AFRN 6 23 ALMD 6 12 AMRT 6 5 KevinsTest off5 AFRN 6 off5 ALMD 6 productmatrix2 AFRN 6 5 N product product product product product product product product product product product product product product product product From To B Nov 17 2012 2 13 34 AM Nov 17 2012 5 50 43 AM Nov 17 2012 5 50 44 AM Nov 17 2012 5 50 45 AM Nov 17 2012 5 50 47 AM Nov 17 2012 5 57 42 AM Nov 17 2012 5 57 44 AM Nov 17 2012 5 57 45 AM Nov 17 2012 5 57 46 AM Nov 17 2012 6 18 31 AM Nov 17 2012 6 18 32 AM Nov 17 2012 6 30 16 AM Nov 17 2012 6 31 53 AM Nov 19 2012 12 01
65. will find all the failed Customers Orders Products from GP to Magento Confidential i95Dev 57 of 66 11 28 2012 Magento Enterprise Dashboard Sales Catalog Mobile Customers i95Dev Sync Failed Records Report Page 1 Scheduler Name Promotions ofipages View 20 e per page Total 3 records found identified number customer n product ea order Magento Enterprise Dashboard Sales Catalog Mobile Customers Promotions i95Dev Sync Failed Records Report Page 1 Scheduler Name of 1 pages View 20 per page Total 1 records found customer Identified number customer Newsletter Fig Report of Failed Customer Products Orders Call us Now 301 760 7499 p Newsletter Global Record Search Logged in as admin Tuesday November 27 2012 CMS Reports System Gethelp for this page Error message Date From Invalid data Nov 21 2012 4 00 00 PM Error processing in request Nov 21 2012 4 00 00 PM shipping method empty Nov 21 2012 4 00 00 PM Select Scheduler Name Customers from the drop down list Click Search You will see report of all the failed Customers as shown in the following figure p Global Record Search Logged in as admin Tuesday November 27 2012 CMS Reports System Gethelp for this page Error message CMS Fig Report of Failed Customer Date From To Invalid data Nov 21 2012 4 00 00 PM You will see rep

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