Magento Integration Manual (Version 2.1.0 - 11/24
Contents
1. M Enable Sales and Purchase Orders RW Enable Sales Order Quotes Sales Order Numbering Scheme 9 Automatic Edit Document Type Purchase Order Numbering Scheme 9 Automatic Edit Document Type M Enable Works manufacturing 2 MW Show Taxes in Documents Sales Quotes Orders and Invoices 9 MW Show Discounts in Documents Sales Quotes Orders and Invoices 9 10 999 99 Number Format 10 999 99 Time Zone GMT 1 00 Berlin Brusse RA Company Megaventory Inc Address PO Box 170436 Zip TX 78717 City Austin Phone Tax ID Country UNITED STATES x State State if in USA Company Organization Logo 9 No file selected fA Save or Cancel Figure 3 The setup module in Megaventory Extra help while filling out the form can be obtained by hovering with the mouse over the bubble icon next to each specific field The Enable Sales and Purchase Orders option should be set The Enable Works Manufacturing option should be set if at least one product of type Bundle exists in the Magento store Finally it is strongly recommended that the Numbering Scheme of the Sales Order document is set to automatic numbering By doing so all the Sales Orders coming from Magento will receive an Order Reference Number the sales order number of Magento and the sales order numbering scheme of Megaventory will be independent from the sales order numb2. ii 7 Figure 3 The setup module in Megaventory iii 8 Figure 4 Navigating to the users list in Megaventory ii 9 Figure 5 Definition of the user and creating a new API key in Megaventory 10 Figure 6 Account Integrations module in Megaventory i 11 Figure 7 The Megavetory screen in Magento iii 12 Figure 8 Before the Setup Wizard startS iii 14 Figure 9 Setup Wizard process and finalization ii 15 Figure 10 Importing the initial Magento quantities to Megaventory 16 Figure 11 Inventory Settings in Magento i 18 Figure 12 Exporting products in Excel format from the products list 19 Figure 13 Account Integrations module in Megaventory i 20 Figure 14 Navigating to the users list in Megaventory iii 21 Figure 15 Definition of the user and creating a new API key in Megaventory 21 Figure 16 The Megaventory Connectivity Panel in Magento ii 22 Figure 17 Choosing a Default Location where Magento Orders will be send to 24 Figure 18 Inventory Locations panel in Magento i 26 Figure 19 Taxes Panel in Magento ii 26 Figure 20 Inventory Information added to the Magento Catalog i 27 Figure 21 Megaventory information in the Magento product sc
3. between Megaventory and Magento Inventory Settings The Inventory Settings in the Magento software can be found by navigating to System gt Configuration gt Catalog gt Inventory left menu The Decrease Stock When product in Placed option OPTION 1 IN FIGURE 11 INVENTORY SETTINGS IN MAGENTO will control whether non shipped items in Sales Orders a Pending Sales Order in Magento is equivalent to a Verified Sales Order in Megaventory will be accounted for in the Global Stock If this option is set to Yes the Global Stock will decrease immediately when a Sales Order is placed If this option is set to No Global Stock decreases only when items are shipped against the Sales Order The Manage Stock option OPTION 2 IN FiGURE 11 INVENTORY SETTINGS IN MAGENTO should be set to Yes 17 Inventory Save Config Stock Options A Set Items Status to be In Stock STORE VIEW When Order is Cancelled Display Out of Stock Products GLOBAL Products will still be shown by direct product vas Only X left Threshold 0 WEBSITE Display products availability in E STORE VIEW stock in the frontend Product Stock Options a Note that these settings are applicable to cart line items not the whole cart Backorders No Backorders GLOBAL Maximum Qty Allowed in 10000 GLOBAL Shopping Cart Qty for Item s Status to Become lo GLOBAL Out of Stock Minimum Qty Allowed in Add Minimum Qty G
4. the Magento software e Sales Order cancellations amendments have to be initiated from the Magento back end These actions will be then replicated to Megaventory For example if a Sales Order is cancelled in Magento it will also be cancelled in Megaventory If a Sales Order is edited in Magento it will also be edited in Megaventory The extra functionality that is added in the Magento backend screens is displayed in the following sections Catalog gt Manage Products Under this screen that lists all Products the inventory information is added per Inventory Location per Product Manage Products Add Product Choose Store View All Store Views x Page 4 2 of7 pages View 20 perpage Total 130 records found E Notify Low Stock RSS Reset Filter Select All Unselect All Select Visible Unselect Visible 0 items selected Actions 1D Name Type Attrib Set Name SKU Price Status Websites InventoriesiStock Any From From E To To n USD 156 19 Widescreen Flat Panel LCD Simple Monitors W1952TQ TF 399 99 Enabled Main Website Main 45300000 Monitor Product 155 Seagate 250GB HD 5400RPM Simple Hard Drive 250905400 99 00 Enabled Main Website Main 363 00000 Product 154 Seagate 500GB HD 5400RPM Simple Hard Drive 500905400 299 00 Enabled Main Website Main 33 00000 Product 153 Intel Core 2 Extreme QX9775 Simple CPU intelcore2extreme 2
5. 049 99 Enabled Main Website Main 549 00000 3 20GHz Retail Product Figure 20 Inventory Information added to the Magento Catalog 27 Catalog gt Manage Products gt Product Information gt General Under this screen the user may see all the Transactions Purchase Orders Sales Orders and Sales Quotes or Set Alert Levels for the product in Megaventory 19 Widescreen Flat Panel LCD Monitor Monitors Back Duplicate Save and Continue Edit General Create New Attribute Name SKU Weight Status Tax Class URL Key Visibility Manufacturer Set Product as New from Date Set Product as New to Date Max Resolution Contrast Ratio Response Time Screensize 19 Widescreen Flat Panel LCD Monitor W1952TQ TF 1 0000 Enabled Taxable Goods 19 widescreen flat panel Icd monitor J Create Permanent Redirect for old URL Catalog Search LG 1440x900 10000 1 2ms 197 STORE VIEW GLOBAL GLOBAL WEBSITE STORE VIEW GLOBAL STORE VIEW GLOBAL GLOBAL GLOBAL STORE VIEW STORE VIEW STORE VIEW GLOBAL Country of Manufacture E NEBSITE Megaventory Product SKU W1952TO TF View all Transactions Purchase Orders Sales Orders Sales Quotes with this SKU or Set Alert Levels for this SKU Figure 21 Megaventory information in the Magento product screen Catalog gt Manage Products gt Product
6. Information gt General Under this screen the user may see all the quantity metrics of the product and update the Stock Alert Quantity per Inventory Location 28 Choose Store View Logitech diNovo Edge Ke Default Values Product Information Back Manage Stock Qty for Item s Status to Become Out of Stock Minimum Qty Allowed in Shopping Cart Maximum Qty Allowed in Shopping Cart Qty Uses Decimals Backorders INUUIY IOT wuanuty below Enable Qty Increments Stock Availability Megaventory Stock Values Quantity Sales Orders rd Default Duplicate Save and Continue Edit Yes 7 Use Config Settings e GLOBAL 209 GLOBAL 7 Use Config Settings GLOBAL Use Config Settings GLOBAL 10000 Use Config Settings GLOBAL No GLOBAL No Backorders Use Config Settings GLOBAL Use Config Settings LOLULUALI No Use Config Settings e GLOBAL Non Shipped quantity in In Stock Non Allocated quantity in Work Orders GLOBAL Non Received Non Received Alert quantity in Purchase Orders 0 quantity in Work Orders quantity Figure 22 Inventory information in the Magento product Inventory screen 29 Table of Figures Figure 1 Inventory Settings in Magento 7 Figure 2 The Megaventory sign up page
7. LOBAL Shopping Cart Notify for Quantity Below 1 GLOBAL Enable Qty Increments No GLOBAL Automatically Return Credit Memo No GLOBAL Item to Stock Figure 11 Inventory Settings in Magento Step 1 Installation of the Megaventory extension in Magento lt is assumed that the Magento eCommerce software community edition has been downloaded and installed from http www magentocommerce com knowledge base entry magento installation cheat sheet The company that wishes to start using the Magento eCommerce software must download and install the Megaventory extension from the Account Integrations module under the Admin area The Megaventory extension may also be downloaded from the Magento Connect also known as the Magento Extension Marketplace website at http www magentocommerce com magento connect inventory management for multiple locations by megaventory html 18 Step 2 Exporting the Megaventory Data to be used in Magento The Megaventory data entities that need to be exported to Magento are the Products Product Categories and the Clients The Inventory Locations the Currencies the Taxes and the product quantities per Inventory Location will be synchronized later in STEP_6 SYNCHRONIZING MEGAVENTORY TO MAGENTO The data export functionality of Megaventory allows for easy export of any data entity For example for Products the user should navigate to the Products list and then click the Export a
8. Profile in the Popup window The above steps will import the Product and Client entities to the Magento system For more detailed instructions readers are encouraged to read the following Magento guide http www magentocommerce com knowledge base entry tutorial using magentos import export profiles Step 4 Activating the Magento Integration in Megaventory To use the Magento eCommerce software the appropriate flag has to be set in the Account Integrations module of Megaventory This module lies under the Admin menu tab of Megaventory and handles the few settings involved in integrating Megaventory to any 3rd party software Extra help while filling out the form can be obtained by hovering with the mouse over the bubble icon next to each specific field Account Integrations V Enable Magento v 2 Integration 2 M Magento DO Open Source eCommerce Latest Package Version 2 0 click to visit the download page Enable Lokad Integration salesG ast CD A Save Cancel Figure 13 Account Integrations module in Megaventory 20 When ready the user should save the form by clicking the Save button At this point it is naturally assumed that the Ordering module of Megaventory is enabled The Enable Works Manufacturing option should be checked if at least one product of type Bundle similar to a Finished Good product type of Megaventory exists in the Magento store Both options can be set and unset from the Admin gt Acc
9. RY TO MAGENTO later on Then the Update button should be clicked to save update the user entity The API key grants access to Magento so as to update the data of the Megaventory account Therefore the API key should be treated as a password Step 6 Synchronizing Megaventory to Magento The user shall navigate to the Megaventory menu tab in the Magento system The page displays the connectivity settings that should be set by the user and also starts the synchronization process with the newly created Megaventory account SEE FIGURE 16 THE MEGAVENTORY CONNECTIVITY PANEL IN MAGENTO ll Megaventory version 2 0 1 Connectivity a Megaventory extension Enabled hd API URL https api megaventory comW2 json syncreply API Key ME 4112950 Connectivity OK 7 Order Synchronization v Check this option to enable order synchronization between Magento and Megaventory While this option is unchecked no sales orders are sent to Megaventory from Magento This option should be enabled only when the inventory quantities of Magento and Megaventory are synchronized after the Setup Wizard ends succesfully Figure 16 The Megaventory Connectivity Panel in Magento Connectivity Tab If the Enabled setting is set to Yes then the Magento installation will send and receive data with every Magento action that needs to communicate data to Megaventory Setting the Enabled to No will effectively disable all the functionalities
10. Viwegaventory M Magento Open Source eCommerce Magento Integration Manual Version 2 1 0 11 24 2014 Copyright Notice The software that this user documentation manual refers to contains proprietary content of Megaventory Inc and Magento an eBay Inc company and is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law For full details please read the End User License Agreement notes of both the Megaventory and the Magento software Due to continued product development the information of this user manual might change without prior notice or might be incorrect The information and intellectual property contained herein remains the exclusive property of Megaventory Corporation A Delaware Corp PO Box 170436 Austin TX 78717 United States Support Email support megaventory com Website www megaventory com Copyright 2014 Megaventory Inc All Rights Reserved In case any problems are found in this document please report them to us using the support email Permission to use and distribute this documentation material for any purpose and without fee is hereby granted provided that the above copyright notice appears in all copies and that both the copyright notice and this permission notice appear in supporting documentation Contents Copyright Notice Megaventory Overview Magento Overview Case 1 am already using Magento and want to start us
11. ain Please select a txt or csv file to upload No file selected Begin Import or Back to Step 1 Figure 10 Importing the initial Magento quantities to Megaventory Once the file is uploaded to Megaventory the quantities are adjusted in the selected Inventory Location The quantities are now synchronized Step 6 Setting up final data As soon as the inventory file is uploaded to Megaventory the user shall navigate to the Megaventory gt Settings menu tab in the Magento back end and enable the Order Synchronization checkbox While this option is unchecked no sales orders are sent to Megaventory from Magento When this option is checked the Magento Sales Orders are sent to Megaventory and Megaventory will send back to Magento the inventory quantities 16 The Order Synchronization option should be enabled immediately after the quantities of Magento and Megaventory are synchronized If the Magento front end was previously temporarily disabled it can now be re enabled This is the last step of the whole set up process The user shall move on to the Operation specifics chapter for information regarding the extra features that the Magento extension has to offer SEE OPERATION SPECIFICS Case 2 I am already using Megaventory and want to start using Magento Preliminary Step Necessary settings in Magento The following Magento settings need to be correctly set for the correct interoperability
12. ame Description Percentage 105 US CA Rate 1 US 8 25000 106 US NY Rate 1 US 8 37500 Synchronize Taxes Figure 19 Taxes Panel in Magento Magento Orders Orders that are placed by clients in the frontend of Magento will be automatically created in Megaventory and be assigned a Reference Number in the Megaventory software The Reference Number helps tracking the Magento orders in the Megaventory software The process of pulling orders from Magento and populating them in Megaventory runs at maximum every five minutes o It is suggested that the Numbering Scheme of the Sales Order document in Megaventory is set to automatic numbering By doing so all the Sales Orders coming from Magento will receive an Order Reference Number the sales 26 order number of Magento and the sales order numbering scheme of Megaventory will be independent from the sales order numbering scheme of Magento This also makes Megaventory ready to accept Sales Orders from other sales channels as well other e commerce software manual sales orders through phone etc If the Numbering Scheme of the Sales Order document of Megaventory is set to manual numbering the Magento Sales Order number will be used also in Megaventory o Once a Sales Order is sent to Megaventory from the Magento frontend the Sales Order has to be fulfilled shipped invoiced closed from Megaventory only Sales Order statuses and inventory quantities will be automatically sent back to
13. and Megaventory are synchronized which happens after the Setup Wizard ends successfully Setup Wizard Tab The Setup Wizard module is displayed on Error Reference source not found Before starting the process the user has to choose codes for a Shipping Product SKU and a Discount Product SKU for example 001 Shipping and 001 Discount These virtual products will be added in Megaventory with infinite quantities and will handle the Magento shipping charges and order discounts respectively The Discount Product SKU will be added in the sales order form of Megaventory as a product with negative price if there is a discount in a Magento order As soon as the user clicks the Start button the synchronization process starts The process automatically sends and receives the following entities to and from Megaventory 1 Inventory Locations for example stores warehouses etc 2 Supporting entities creates a virtual shipping and discount product and a default Magento Guest client to handle those clients that use the Magento shopping cart without subscribing as a registered user 3 Product Categories 4 Products and product supplier information See PRODUCT SUPPLIER INFO below 5 Product Stock Alert Levels named Notify for Quantity Below in Magento Product Supplier Info In case a custom product attribute has been added in Magento to link products to supplier entities the attribu
14. ar admin tool The crontab should have rows that look similar to one of these bin sh mage_dir cron sh bin bash mage_dir cron sh php f mage_dir cron php usr bin php mage_dir cron php usr local bin php f mage_dir cron php Compilation mode Magento Compiler mode should be temporarily disabled when installing the Megaventory extension This is handled in System gt Tools gt Compilation Compiler mode can be enabled again after the extension is installed There is no side effect when the compilation mode is temporarily disabled since this setting is a performance optimization for Magento Inventory Settings Magento The Inventory Settings in the Magento software back end can be found by navigating to System gt Configuration gt Catalog gt Inventory left menu The Decrease Stock When Order is Placed option OPTION 1 IN FIGURE 1 INVENTORY SETTINGS IN MAGENTO will control whether non shipped items in Sales Orders a Pending Sales Order in Magento is equivalent to a Verified Sales Order in Megaventory will be accounted for in the Global Stock If this option is set to Yes the Global Stock will decrease immediately when a Sales Order is placed If this option is set to No Global Stock decreases only when items are shipped against the Sales Order The Manage Stock option OPTION 2 IN FIGURE 1 INVENTORY SETTINGS IN MAGENTO should always be set
15. ering scheme of Magento This also makes Megaventory ready to accept Sales Orders from other sales channels as well other e commerce software manual sales orders through phone etc If the Numbering Scheme of the Sales Order document is set to manual numbering the Magento Sales Order number will also be used in Megaventory The latter option should be selected if your Megaventory account will receive orders from the Magento store only After completing the initial Setup the user should click Save and then navigate under the Admin panel and select Users gt Display All Admin Help Logout admin egaventofij p Account Currencies Users Billing Profile Add Currency Add User Display All Display All Account Setup aventory at 0 done Account Integrations Exchange Rates Let s begin by adding som dub lees Backup Data inventory location supplier product category Step 1 Step 2 Add your first inventory Add your fir location supplier fa amp Export Data Localize Megaventory Reset Database Purchase Order Sales Order Figure 4 Navigating to the users list in Megaventory The administrator username should be clicked This action will bring up the definition of the user as seen on FIGURE 5 DEFINITION OF THE USER AND CREATING A NEW API KEY IN MEGAVENTORY Edit User admin RTS EZIO Icon that generate
16. ftware that manages the flow of products and creates purchase amp sales orders inventory transaction documents invoices work orders to manufacture finished goods from raw materials and generates inventory sales and manufacturing reports Megaventory can be set up and running in minutes even by users who do not have significant experience in working with purchasing amp sales software managing inventory or dealing with complicated business operations Megaventory is a web based application and is accessible from any location and by any device desktop PC or MAC laptop mobile or tablet This can significantly improve the way remote personnel interact with the products the inventory locations and the business operations Moreover no software installation is necessary everything runs on a web browser Magento Overview The Magento community edition from eBay Inc is leading open source eCommerce software that delivers powerful flexible features that address the full range of eCommerce needs The Magento Community Edition is open source software and can be downloaded for free from http magento com Developers can modify the core code and add features and functionality by installing extensions from the Magento Connect marketplace Integration Specifics Case 1 I am already using Magento and want to start using Megaventory This chapter covers the case of a company that is already using the Magento eCommerce software a
17. ing Megaventory Preliminary Step Necessary settings in Magento Compilation mode Magento Inventory Settings Magento Step 1 Signing up for a Megaventory account Step 2 Activating the Magento integration in Megaventory Step 3 Installation amp Activation of the Megaventory extension in Magento Step 4 Synchronizing the initial data from Magento to Megaventory Connectivity Tab Setup Wizard Tab Product Supplier Info Step 5 Importing the current Magento quantities in Megaventory Step 6 Setting up final data Case 2 am already using Megaventory and want to start using Magento Preliminary Step Necessary settings in Magento Inventory Settings Step 1 Installation of the Megaventory extension in Magento Step 2 Exporting the Megaventory Data to be used in Magento Step 3 Importing the Megaventory Data to Magento Step 4 Activating the Magento Integration in Megaventory Step 5 Generating an API key Step 6 Synchronizing Megaventory to Magento Connectivity Tab Setup Wizard Inventory Locations Operation specifics Overview Catalog gt Manage Products Catalog gt Manage Products gt Product Information gt General Catalog gt Manage Products gt Product Information gt General Table of Figures U A AS N Cal 10 11 11 12 13 13 16 16 17 17 17 18 19 19 20 21 22 22 23 23 24 24 27 28 28 30 Introduction Megaventory Overview Megaventory from Megaventory Inc is web based so
18. n the Megaventory Settings tab Inventory Locations should always be created in the Megaventory software Magento has no provision for creating multiple Inventory Locations If an Inventory Location is added in Megaventory the Update Inventory Locations Data option will fetch the Inventory Location attributes The mport Inventory from Megaventory option will fetch inventory quantity information from Megaventory Both these options lie under the Megaventory gt Settings screen 25 Inventory Locations A ID Short Name Name Address Visible Counts in global stock Default 53 Main Main Inventory VI Yes 54 Secon Secondary Inventory Location 23 Jump street Los Angeles California v Mak fault Update Inventory Locations Data 9 Your Magento orders are always sent to the default Inventory Location Import Inventory from Megaventory OR See E CAN Cie VE CS Ae A Main Inventory E Figure 18 Inventory Locations panel in Magento The Stock Alert Level of a product in all Inventory Locations may be updated either in Magento or in Megaventory This is a two way sync Taxes can be either created in the Megaventory software or in the Magento software If a tax is added in Megaventory the Synchronize Taxes option should be clicked in the Magento software This option lies under the Megaventory gt Settings screen If a tax is added to the Magento software it will be automatically added to the Megaventory software 1D N
19. nd has all its data entities products product categories clients etc in the Magento database The Megaventory account is empty of data either new or after a reset operation If you already have an active Megaventory subscription and want to start using the Magento ecommerce software please move on to CASE 2 AM ALREADY USING MEGAVENTORY AND WANT TO START USING MAGENTO Preliminary Step Necessary settings in Magento It is always suggested that users shall back up their Magento site and database prior to moving on with installing and activating the Megaventory extension We take every action in preventing data loss but we cannot foresee interoperability issues with 3 party extensions that are already installed in a Magento environment Ideally the extension should be tested at a clone of the production Magento store before installing the extension at the production Magento store which handles live data The following Operating System and Magento settings need to be correctly set for the correct interoperability between Megaventory and Magento Cron Job Unix Cron jobs or scheduled tasks must be enabled in order for the Megaventory extension to operate properly By default if the Magento installation is running on a UNIX OS the OS should automatically recognize Magento s requests to use the CRON TAB service The crontab service command can be used if shell access is granted to the server or added through cPanel or a simil
20. ntory Location is present in Megaventory must be chosen SEE FIGURE 17 CHOOSING A DEFAULT LOCATION WHERE MAGENTO ORDERS WILL BE SEND TO The default Inventory Location is the one that all the Magento orders will be sent to by default Moreover by checking unchecking the Visible Counts in Global Stock option the user may control include exclude the Megaventory Inventory Locations that will contribute to the quantity displayed in the Magento front end Global Stock 23 Inventory Locations ID Short Name Name Address Visible Counts in global stock Default 53 Main Main Inventory v Yes 54 Secon Secondary Inventory Location 23 Jump street Los Angeles California e M faul Update Inventory Locations Data 9 Your Magento orders are always sent to the default Inventory Location Import Inventory from Megaventory OR Export Magento Stock for Inventory Location Main Inventory E Taxes ID Name Description Percentage 105 US CA Rate 1 US 8 25000 106 US NY Rate 1 US 8 37500 Figure 17 Choosing a Default Location where Magento Orders will be send to This is the last step of the whole set up process Move on to the next OPERATION SPECIFICS chapter for information regarding the extra features that the Magento extension has to offer Operation specifics Overview The Magento extension keeps entities products clients orders etc synchronized between Megaventory and Magento For a flawless integ
21. of the module 22 The API URL should be set at https api megaventory com v2 json reply and finally the API Key is the key generated at step 5 above SEE STEP 5 GENERATING AN API KEY When the user clicks the Update button a success e amp notification icon appears when all settings have been correctly set and connection between the two systems has been established When a proper connection between the two systems cannot be established a warning icon Q appears Placing the mouse pointer over the warning icon will reveal the source of the errors which the user has to correct before continuing with the nitialize Data process The Order Synchronization is initially disabled and will be automatically enabled when the Setup Wizard ends successfully While this option is unchecked no sales orders are sent to Megaventory from Magento This option should be enabled only when the inventory quantities of Magento and Megaventory are synchronized after the Setup Wizard ends successfully Setup Wizard Next the user shall start the process for synchronizing the Entities Products Product Categories Inventory Locations and Taxes Based on the number of entities that need to be sent to Megaventory this process may take a significant amount of time Inventory Locations Once the Setup Wizard finishes the user shall not select to send the Magento inventory to Megaventory Then a default Inventory Location if more than one Inve
22. om the Megaventory software inventory information will always be synced to the Magento software in any case 14 Setup Wizard o Shipping Product SKU 001 shipping Discount Product SKU 001 discount 9 If you are using any custom attribute for Supplier Management in Magento please fill in the field below the attribute code of this attribute i e supplier manufacturer etc Only attributes of frontend type Text or Dropdown are supported The field is not mandatory Supplier Attribute Code supplier Initialize Data Initialization process started Please do not close browser window while initialization runs Step 1 4 Getting Inventory Locations from Megaventory No Inventory Location found in Megaventory Creating Main Inventory Location 4 Step 2 4 Adding Supporting Entities to Megaventory Shipping Product added successfully Discount Product added successfully Default Guest account added successfully Added to Megaventory 0 currencies 4 Tax rates synchronized successfully Step 3 4 Importing Categories to Megaventory 28 28 categories imported 7 Step 4 4 Importing Products to Megaventory 114 114 products imported 7 Entity import finished successfully at Mon 24 Nov 2014 09 13 52 0000 Saving Set up data for later reference Done Y Please select the Inventory Location you want to import your global stock to Main Inventory Export Magento Stock in Megaventory compatible csv file Cancel will import Megavento
23. on 9 M Magento DO Open Source eCommerce Latest Package Version 2 0 click to visit the download page Enable Lokad Integration S ale 5 as t D E Save Cancel Figure 6 Account Integrations module in Megaventory When ready the user should save the form by clicking the Save option Step 3 Installation amp Activation of the Megaventory extension in Magento The Megaventory extension for Magento may be downloaded from the Magento Connect also known as the Magento Extension Marketplace website at http www magentocommerce com magento connect inventory management for multiple locations by megaventory html Step 4 Synchronizing the initial data from Magento to Megaventory After the extension is successfully installed a new Megaventory menu item appears Under the Settings tab the user will find the Connectivity panel as well as the Setup Wizard panel that starts the synchronization process with the newly created Megaventory account 11 I Megaventory version 2 0 1 Megaventory extension Enabled X API URL https api megaventory comWv2 json syncreply API Key HE 12950 Connectivity OK 7 Order Synchronization v Check this option to enable order synchronization between Magento and Megaventory While this option is unchecked no sales orders are sent to Megaventory from Magento This option should be enabled only when the inventory quantities of Magento and Megaventory are synchronized afte
24. ount Setup module of Megaventory Step 5 Generating an API key The user should navigate under the Admin panel and select Users gt Display All Megavento ry Admin Help Logout admin Account Currencies Users Billing Profile Add Currency Add User Siy Tutorial Account Setup Display All Display All aventory Account Integrations Exchange Rates 5 at 0 done Let s begin by adding some Asia Backup Data Step 1 Step 2 Export Data inventory location Add your first inventory Add your fir i location supplier Ba dia Figure 14 Navigating to the users list in Megaventory Localize Megaventory Reset Database Purchase Order S Sales Order Clicking on the username of a user will bring up the definition of that user as seen on FIGURE 15 DEFINITION OF THE USER AND CREATING A NEW API KEY IN MEGAVENTORY i Edit User admin Set new Password Icon that generates a new API key e mail API Key E EEE 4 Update Ca Edit User Permissions DI Cancel Figure 15 Definition of the user and creating a new API key in Megaventory 21 The choice of the Megaventory user that will be used to provide access to Magento to update Megaventory data is important The user permissions of this specific user will be apply Clicking on the key icon will generate a new random key for the specified user entity Keep a record of that key it will be used in STEP 6 SYNCHRONIZING MEGAVENTO
25. r the Setup Wizard ends succesfully Figure 7 The Megavetory screen in Magento Connectivity Tab If the Megaventory Extension option is set to Enabled then the Magento installation will send and receive data with every Magento action that needs to communicate data to Megaventory Setting the Megaventory Extension option to Disabled will effectively disable all the functionalities the module For the Setup Wizard to finish successfully the option should be set to Enabled The API URL should be set to https api megaventory com v2 json reply and finally the API Key is the key generated at step 1 above SEE FIGURE 5 DEFINITION OF THE USER AND CREATING A NEW API KEY IN MEGAVENTORY When the user clicks the Update button a success notification icon appears when all settings have been correctly inserted and connection between Magento and Megaventory has been established When a proper connection between Magento and Megaventory cannot be established a Connectivity Failed icon appears and an explanation message of the error s is displayed All errors have to be corrected before starting the Data Initialization process The Order Synchronization checkbox is initially disabled and will be automatically enabled when the Setup Wizard ends successfully While this option is unchecked no sales orders are sent to Megaventory from Magento This option should be enabled only when the 12 inventory quantities of Magento
26. ration the following guidelines should be understood and followed e Magento Products should always be entered in the Magento system Products that are created in Megaventory will not appear in the Magento software and in the Magento front end amp backend 24 Applicable for Magento Bundle Products only Products that are created in Magento as Bundle Products will be automatically created in Megaventory at the time when a Sales Order is placed in Magento The Works module should be enabled in Megaventory if at least one bundle product is added in Magento o The configuration of the Bundle Product at the time of the Sales Order will create accordingly the Bill of Materials of the product in Megaventory o The Bundle Product will also be created as a Simple Product in Magento and will be automatically assigned a custom SKU This is because the Bundle Product can hold inventory information in Megaventory Magento Product Categories should always be entered in the Magento system Product Categories that are created in Megaventory will not appear in the Magento system and in the shopping cart front end Magento Clients should always be entered in the Magento system Clients that are created in Megaventory will not appear in the Magento system and in the shopping cart back end If suppliers exist in the Magento installation in the form of custom product attribute these will be synced to Megaventory if the Custom Attribute name is added i
27. reen 28 Figure 22 Inventory information in the Magento product Inventory screen 29 30 legaventory For support and feedback contact support megaventory com Or visit support megaventory com 31
28. ry stock manually Figure 9 Setup Wizard process and finalization By clicking on Export Magento Stock in Megaventory Compatible CSV file a CSV file will be generated which can then be uploaded to Megaventory The user should download the file and save it locally in his her computer The file contains a snapshot of the current Magento inventory information global stock products with their associated inventory quantities SEE STEP 5 IMPORTING THE CURRENT MAGENTO QUANTITIES IN MEGAVENTORY The file should be imported uploaded to Megaventory as soon as it is generated That will ensure that no Sales Orders are created from Magento front end users during this period and therefore no stock discrepancies will be generated Ideally the Magento front end must 15 be temporarily disabled to ensure no orders are placed by front end users during this short period of time Step 5 Importing the current Magento quantities in Megaventory The CSV file is handled by the Inventory Taking module under the Inventory tab of Megaventory The process usually starts by downloading the excel file and filling it with data Since the file has been automatically generated by Magento in the previous step the user should directly proceed to the last step of the Inventory Taking process Inventory Taking 1 Download Template File and Fill it with Data 2 Adjust Product Quantities Pond ai nd Adjust Product Quantities Main Location M
29. s Excel option without selecting any product of the list That action exports all the products in Excel format Products FI Rille af Mat a Export as Excel aw materia Add Product Import PI Pin Edit X Delete E Al Drag a column header here to group by that column Product Product Main Main Default Default Product SKU A v Product Description Supplier Sales Purchase ersion Category Supplier Type rice Price Price LOONEY TUNES DUCK Buy From 1000054823 AMUCK WARNER cdscvdfv Supplier Buy From 1000054824 SPEED RACER DS WARNER Supplier Buy From Supplier 1000054825 Space Chimps WARNER cdscvdfv 1000054827 Guinness Game Wrld WARNER 4 Buy From Game Supplier Figure 12 Exporting products in Excel format from the products list The same process should also be repeated for Clients After the two xls files have been generated and saved in a local folder the process of importing the entities to Magento can begin Step 3 Importing the Megaventory Data to Magento The steps in the Import Process of Magento can be summarized in the following steps 19 e Login to the admin panel and navigate to system gt import export gt profiles e Click Import all Products or Clients e Choose upload file and select the CSV file Then click continue and edit e Click Run Profile and select the file to import e Click Run
30. s a new API key e mail API Key E 113065 8 A Update Edit User Permissions Cancel Figure 5 Definition of the user and creating a new API key in Megaventory Clicking on the key icon will generate a new random key for the specified user entity The reader shall keep a record of the generated key it will be used in STEP 4 SYNCHRONIZING THE INITIAL DATA FROM MAGENTO TO MEGAVENTORY later on Finally the Update button should be clicked to save update the user entity The API key grants access to Magento so as to update the data of the Megaventory account Therefore the API key should be treated as a password The trial account of Megaventory supports up to 5000 product SKUs and 5000 customers If your Magento store has more than 5000 products or customers please contact Megaventory support at support megaventory com to raise those limitations for the evaluation period of the Megaventory account Step 2 Activating the Magento integration in Megaventory To use the Magento e Commerce software the appropriate flag has to be set in the Account Integrations module of Megaventory This module lies under the Admin menu tab of Megaventory and handles the few settings involved in integrating Megaventory to any 370 party software Extra help while filling out the form can be obtained by hovering with the mouse over the bubble icon next to each specific field 10 Account Integrations V Enable Magento v 2 Integrati
31. te code can be added before the setup wizards starts By doing so the products will be added in Megaventory with the supplier information that is present in Magento In case there is no custom product attribute to represent a supplier entity the field can be left blank as it is non mandatory 13 Setup Wizard a Shipping Product SKU 001 shipping Discount Product SKU 001 discount 9 If you are using any custom attribute for Supplier Management in Magento please fill in the field below the attribute code of this attribute i e supplier manufacturer etc Only attributes of frontend type Text or Dropdown are supported The field is not mandatory Supplier Attribute Code supplier Initialize Data Figure 8 Before the Setup Wizard starts In case something goes wrong during the sync process for example connectivity is temporarily lost etc a log is written to the event database of the Megaventory extension The log is available under the Log option under the Megaventory menu tab in the Magento software If for any reason the setup does not finish successfully the user may refresh the page and start over When the synchronization process ends the user should select the Inventory Location physical warehouse store etc of Megaventory that the Magento product quantity information should be pushed to since Megaventory supports multiple Inventory Locations product quantities can be later distributed between Inventory Locations fr
32. to Yes Inventory Stock Options O Set Items Status to be In Stock STORE VIEW When Order is Cancelled Display Out of Stock Products GLOBAL O will still be shown by direct product na Only X left Threshold 0 WEBSITE Display products availability in STORE vem stock in the frontend Product Stock Options A Note that these settings are applicable to cart line items not the whole cart Backorders No Backorders GLOBAL Maximum Qty Allowed in 10000 GLOBAL Shopping Cart Qty for Item s Status to Become GLOBAL Out of Stock Minimum Qty Allowed in Add Minimum Qty GLOBAL Shopping Cart Notify for Quantity Below GLOBAL Enable Qty Increments GLOBAL Automatically Return Credit Memo GLOBAL Item to Stock Figure 1 Inventory Settings in Magento Step 1 Signing up for a Megaventory account A new Megaventory account should be created http megaventory com get started 1 Login Page https megaventory com Domain Name Email Username Timezone Please Select Primary Currency Please Select I have read and accept Megaventory Terms and Conditions Figure 2 The Megaventory sign up page After signing up for the first time the user will see the initial Setup page Admin gt Account Setup SEE FIGURE 3 THE SETUP MODULE IN MEGAVENTORY Account Setup Use Language Pack English
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