User Manual. Acumatica - Magento Connector

Transcription

1 User Manual Acumatica - Magento Connector Connector Version: 2.2 Supported Acumatica Version: 6.0 Supported Magento Versions: CE 2.1.X and EE 2.1.X Kensium Solutions PHONE 877 KENSIUM ( ) FAX info@kensiumsolutions.com WEBSITE kensiumsolutions.com

2 CONTENTS 1. INTRODUCTION SYNC DIRECTION ACUMATICA ERP 6.X CONFIGURATION CONFIGURING PROCESSING CENTERS CONFIGURING PAYMENT METHODS (CASH/CHECK) CONFIGURING BOXES CONFIGURING CARRIERS CONFIGURING SHIP VIA CODES CREATION OF PRODUCT ATTRIBUTES CREATION OF ITEM CLASSES CREATION OF ITEM SALES CATEGORY CREATION OF STOCK ITEM CREATION OF NON-STOCK ITEMS ADDING INVENTORY RECEIPTS ADDING IMAGES COMPOSITE STOCK ITEMS (PART OF THE PRODUCT CONFIGURATOR PACKAGE) CREATION OF GROUPED PRODUCT CREATION OF CONFIGURABLE PRODUCT CREATION OF BUNDLE PRODUCT CUSTOMER CREATION OF CUSTOMER ACUMATICA-MAGENTO CONNECTOR SETTINGS IN MAGENTO LICENSE LICENSE DETAIL ADD DOMAIN REQUEST DELETE DOMAIN REQUEST COMMON CONFIGURATION ACUMATICA CONNECTION LOGS TIME SETTING SYNC CONFIGURATION WAREHOUSE DETAILS ATTRIBUTE SYNC Acumatica-Magento Connector User Manual Page 2 of 72

3 17.3 CATEGORY SYNC PRODUCT SYNC PRODUCT INVENTORY AND PRICE SYNC PRODUCT IMAGE SYNC PRODUCT CONFIGURATOR SYNC CUSTOMER SYNC ORDER SYNC FAILED ORDER SYNC TAX CATEGORY SYNC TAX CATEGORIES IN ACUMATICA RUN MANUAL TAX CATEGORY SYNC TAX CATEGORY UPDATED IN MAGENTO CUSTOMER CUSTOMER ATTRIBUTE SYNC: CUSTOMER ATTRIBUTE MAPPING PRODUCT PRODUCT ATTRIBUTE SYNC: PRODUCT ATTRIBUTE MAPPING SYNC DIRECTIONS PRODUCT CREATION IN MAGENTO PRODUCT CREATION IN ACUMATICA RUN MANUAL PRODUCT SYNC PRODUCT UPDATE IN MAGENTO PRODUCT UPDATE IN ACUMATICA RUN MANUAL PRODUCT SYNC CATEGORY CATEGORY ATTRIBUTE MAPPING CATEGORY CREATION IN MAGENTO CATEGORY CREATION IN ACUMATICA RUN MANUAL CATEGORY SYNC CATEGORY UPDATE IN MAGENTO CATEGORY UPDATE IN ACUMATICA RUN MANUAL CATEGORY SYNC PRODUCT INVENTORY SYNC INVENTORY RECEIPT CREATION IN ACUMATICA PRODUCT INVENTORY SYNC RUN PRODUCT PRICE SYNC PRICE UPDATE IN ACUMATICA PRODUCT PRICE SYNC EXECUTION Acumatica-Magento Connector User Manual Page 3 of 72

4 24. PRODUCT IMAGE SYNC PRODUCT IMAGE UPLOADED IN ACUMATICA RUN MANUAL PRODUCT IMAGE SYNC PRODUCT CONFIGURATOR SYNC RUN THE PRODUCT CONFIGURATOR SYNC FROM MANUAL SYNC PAGE COMPOSITE STOCK ITEMS SYNCED TO MAGENTO Grouped Product Configurable Product: Bundle Product: SHIPPING, PAYMENT METHOD, AND ORDER STATUS MAPPING ORDER SYNC ORDER CREATION IN MAGENTO RUN MANUAL ORDER SYNC ORDER SYNCED TO ACUMATICA ORDER PROCESS IN ACUMATICA SHIPMENT SYNC RUN SYNC SCHEDULER SCHEDULE CONFIGURATION SYNC LOGS ADMIN ACTIONS LOG Acumatica-Magento Connector User Manual Page 4 of 72

5 1. INTRODUCTION This document will help you configure the settings and provide guidance to use the key features of Acumatica- Magento Connector. 2. SYNC DIRECTION Below are the entities and their sync directions that are included in AM Connector: Acumatica-Magento Connector User Manual Page 5 of 72

6 3. ACUMATICA ERP 6.X CONFIGURATION Below are the configurations that need to be done on the Acumatica instance 3.1 Configuring Processing Centers Navigation: Finance Cash Management Configuration Processing Centers 1. Enter Processing center ID 2. Enter Name 3. Select the Cash Account 4. Check Active checkbox 5. Select the Payment plug-in type 6. Under settings tab, enter the credentials received after creating account on any of the Payment Method providers 3.2 Configuring Payment Methods (Cash/Check) Navigation: Finance Cash Management Configuration Payment Methods 1. Enter Payment Method ID 2. Check the Active checkbox 3. Select the means of payment 4. Enter description of the payment method 5. Check Use in AP and Use in AR checkboxes 6. Select the appropriate cash accounts under allowed Cash Accounts Tab Acumatica-Magento Connector User Manual Page 6 of 72

7 7. Under Settings for use in AR tab, check the Integrated Processing and Required Card/Account Number checkbox. 8. Under Processing Centers tab, map the processing center to the Payment Method. 9. Click on Save Acumatica-Magento Connector User Manual Page 7 of 72

8 3.3 Configuring Boxes Navigation: Distribution Sales Orders Configuration Boxes For configuring Boxes, enter the details for the fields marked with arrows and then click on save. 3.4 Configuring Carriers Navigation: Distribution Sales Orders Configuration Carriers 1. Enter Carrier ID 2. Enter Description 3. Select the Payment plug-in type 4. Select the UOM 5. Under the Plug-in Parameters enter the details in the fields shown with arrow. Acumatica-Magento Connector User Manual Page 8 of 72

9 3.5 Configuring Ship via Codes Navigation: Distribution Sales Orders Configuration Ship via Codes 1. Enter Ship via 2. Enter Description 3. Check External plug-in checkbox 4. Under Details tab select the Calendar, Carrier, Service method, Tax category, Freight Sales Account, Freight Sales sub account, select Freight Expense Account and add Freight Expense sub account. 5. Under packages tab add the Packages required / applicable for the selected Ship Via Codes 6. Click on Save Acumatica-Magento Connector User Manual Page 9 of 72

10 4. CREATION OF PRODUCT ATTRIBUTES Navigation: Configuration Common Settings Attributes 1. Click plus button and add Attribute ID 2. Add description. While doing so, ensure the Attribute ID and Description being should be the same. 3. Select control type. 4. In the below grid, click on plus and add Value ID, description (Both should be the same) 5. Click on save Acumatica-Magento Connector User Manual Page 10 of 72

11 5. CREATION OF ITEM CLASSES Navigation: Distribution Inventory Configuration Item Classes 1. Click on Add button and Add Class ID. 2. Enter Description of the Class 3. Under General settings tab check stock item Checkbox 4. You may select the tax category or you can keep it empty. If tax category is mapped to product class the same tax will be applicable to all the products falling under the item class. 5. Go to Attributes tab 6. Under this tab, map the Attributes and check the Required box (Optional) 7. Click on Save Acumatica-Magento Connector User Manual Page 11 of 72

12 6. CREATION OF ITEM SALES CATEGORY Navigation: Distribution Inventory Configuration Item Sales Categories 1. Select the company 2. Click on plus button to add new category under default category. 3. Provide Description of the category. If you want to change the Parent Category then click on the selector and choose the required one from the list. Under Category Members Table, you can map the products by clicking on plus button. 4. Click on Ecommerce Tab 5. Click on Product Sort By dropdown and select the value from the list to sort the category. 6. Click on Sync Status dropdown and select the value Active or Inactive to include or exclude the category during the Category Sync 7. Select the checkbox to include in the Navigation Menu if the Category should be displayed in the navigation menu on Magento frontend. 8. Click on Save to save the configurations. Acumatica-Magento Connector User Manual Page 12 of 72

13 7. CREATION OF STOCK ITEM Navigation: Distribution Inventory Work Area Stock Items 1. Enter Inventory ID 2. Select the item status as Active 3. Specify the description of the product 4. Under General settings select the item class for the product 5. Under Price/Cost tab provide the Default price 6. Under Ecommerce Tab, check Active checkbox and select Visibility as Catalog, Search (this option is to make the product visible on the frontend in specific listing) 7. Under Attributes tab to Add the attributes, Category/Categories and images of the product 8. Click on Save Acumatica-Magento Connector User Manual Page 13 of 72

14 Acumatica-Magento Connector User Manual Page 14 of 72

15 8. CREATION OF NON-STOCK ITEMS Navigation: Distribution Inventory Work Area Item Classes This is same as Stock Item creation. However, please uncheck Stock Item checkbox in Item classes under general settings tab. Once the above configuration is done, we can create the Non Stock items by navigating to Non stock items in Work Area. Acumatica-Magento Connector User Manual Page 15 of 72

16 9. ADDING INVENTORY RECEIPTS Navigation: Distribution Inventory Work Area Receipts 1. Uncheck the Hold checkbox 2. Under transaction details, click on plus and add the details Branch, Inventory ID, Warehouse, Location and Quantity 3. Click on Release option to release the inventory of respective item. Acumatica-Magento Connector User Manual Page 16 of 72

17 10. ADDING IMAGES Navigation: Distribution Inventory Work Area Stock Items 1. Select Inventory ID and click on Attributes section 2. Click on Browse and select image 3. Click on Upload button 4. Click on Save Acumatica-Magento Connector User Manual Page 17 of 72

18 11. COMPOSITE STOCK ITEMS (PART OF THE PRODUCT CONFIGURATOR PACKAGE) 11.1 Creation of Grouped Product Navigation: Distribution Inventory Work Area Composite Stock Items 1. Enter Inventory ID 2. Enter Product Name under Description field 3. Select Grouped Product under Composite Item Type field 4. Under General Settings section, select Item class and Base Unit option value 5. Under the Grouped Products tab add the simple products which are to be grouped. 6. Select the Items sales Category and the add Images Acumatica-Magento Connector User Manual Page 18 of 72

19 7. Select Active and enter the details URL Key, Description (Short), Description (Long), Meta Title, Meta Description, Meta Keywords, Cross sells, Upsells 8. Click on Save Button Acumatica-Magento Connector User Manual Page 19 of 72

20 11.2 Creation of Configurable Product Navigation: Distribution Inventory Work Area Composite Stock Items 1. Enter Inventory ID 2. Enter Product Name under Description field 3. Select Configurable Product under Composite Item Type field 4. Under General Settings section, select Item class and Base Unit option value 5. Click on Configurable Product section 6. Under Attribute List, available configurable attribute will display. Select attributes which needed 7. Under Attribute Values, displays all the attribute value for the selected configurable attribute under Attribute List 8. Select Existing under Stock Item Mapping Type field 9. Select child product Inventory Ids which were already created in Stock Items Acumatica-Magento Connector User Manual Page 20 of 72

21 10. Click on Attributes section 11. Select Category ID under Sales Categories 12. Click on Ecommerce Section 13. Select Visibility field value as Catalog, Search to appear on front end 14. Select Active and enter the details URL Key, Description (Short), Description (Long), Meta Title, Meta Description, Meta Keywords, Cross sells, Upsells 15. Click on Save Acumatica-Magento Connector User Manual Page 21 of 72

22 11.3 Creation of Bundle Product 1. Enter Inventory ID 2. Enter Product Name under Description field 3. Select Bundle Product under Composite Item Type field 4. Under General Settings section, select Item class and Base Unit option value 5. Under the Bundle product tab provide the Defined options and map the respective products Acumatica-Magento Connector User Manual Page 22 of 72

23 6. Under the attributes tab select the Category and the images of the bundle product 7. Select Active and enter the details URL Key, Description (Short), Description (Long), Meta Title, Meta Description, Meta Keywords, Cross sells, Upsells 8. Click on Save Acumatica-Magento Connector User Manual Page 23 of 72

24 12. CUSTOMER 12.1 Creation of Customer Navigation: Finance Accounts Receivable Work Area Customers 1. Enter customer ID 2. Enter customer name 3. Make the status to Active if you want to make the customer Active 4. Enter Main Contact details 5. Enter Main Address 6. Under Billing Address, there is a provision to add the details or select Same as Main check box Acumatica-Magento Connector User Manual Page 24 of 72

25 7. Under Delivery settings add the details or you can select check Same as Main box. 8. Click on Save Acumatica-Magento Connector User Manual Page 25 of 72

26 13. ACUMATICA-MAGENTO CONNECTOR SETTINGS IN MAGENTO Login to Magento Admin panel Navigation: In the side navigation, click on Acumatica as shown below Acumatica-Magento Connector User Manual Page 26 of 72

27 14. LICENSE 14.1 License Detail Navigation: Acumatica Configuration Acumatica License License Details License Key: Enter the received license key, and click on apply button. Once the license is applied successfully, License details will be displayed Add Domain Request Navigation: Acumatica Configuration Acumatica License Add Domain Request To Change the License Request or Export the License Request, please follow the below steps Domain Name: Data will be fetched from store configuration IP Address: Data will be fetched from server MAC ID: Data will be fetched from server Recipient: Data will be fetched from server 1. License Type: Choose a license type from the dropdown 2. Check the Terms & Conditions checkbox. 3. Upon Clicking on the Send License Request, System will send license request with the details provided via an notification. 4. Upon Clicking on the Export License Request, System exports license request fields into a txt file in an encrypted format and same file can be used for requesting the license. Acumatica-Magento Connector User Manual Page 27 of 72

28 14.3 Delete Domain Request 1. Please follow the below steps to send Delete Domain Request 2. Enter the domain/s for which the license needs to be deleted 3. Click on Delete License Request Acumatica-Magento Connector User Manual Page 28 of 72

29 15. COMMON CONFIGURATION 15.1 Acumatica connection Navigation: Acumatica Configuration Common Configuration Acumatica Connection Enter details in the following fields: 1. Server URL: Provide Acumatica Server URL 2. Username: Acumatica Admin Username 3. Password: Password of the user 4. Confirm Password: Password of the user 5. Company Name: Name of your company that is used in Acumatica 6. Click on Test Connection 15.2 Logs Navigation: Acumatica Configuration Common Configuration Logs. Acumatica-Magento Connector User Manual Page 29 of 72

30 When Enable Log Cleaning is set to Yes, system will ask whether Connector Sync log data needs to be deleted or stored in the Archive folder. You have the option of setting the duration by selecting Archive and the number of days. For e.g. if the value is set to 30days, the log data will be deleted after 30days. There is also an option to configure the Archive data path. If send log report is set to Yes, then the below fields will be enabled Error Recipient: Provide the Address of the recipient. If user wants to add multiple address then those should be comma separated Template: Select the default Template Acumatica-Magento Connector User Manual Page 30 of 72

31 16. TIME SETTING Navigation: Acumatica Configuration Common Configuration Time Setting If there is a time difference between the 2 servers, then we have to sync the server timings. To achieve this, we can either select Automatically Sync Magento Server Time with Acumatica Server s time or sync manually by clicking on Verify button. Acumatica-Magento Connector User Manual Page 31 of 72

32 17. SYNC CONFIGURATION Navigation: Acumatica Configuration Acumatica Sync Configuration This is the main screen where all the sync configurations can be managed Warehouse Details Navigation: Sync Configuration Warehouse Details On warehouse details screen, user can select the Default Warehouse and fetch the updated warehouse details from Acumatica by clicking on Update Warehouse Data. After selecting the warehouse, click on Save Config button. Acumatica-Magento Connector User Manual Page 32 of 72

33 17.2 Attribute Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Product and Customer sync option in Attribute Sync to display and enable Product Attribute Sync and Customer Attribute Sync on the Manual Sync page Click Save Config to save the changes made to configuration Navigation: Magento Admin Panel Acumatica Manual Sync Action: Sync now: This can be selected to perform the complete sync of a particular entity in which records after the last sync cycle till current time. Sync Status: It will redirect to Sync Logs page and by default it will show the entity for which Sync Status is clicked Acumatica-Magento Connector User Manual Page 33 of 72

34 17.3 Category Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Category Sync to display it on Manual sync page and Enable Individual Sync to have an ability to perform category sync on each details page. Click Save Config to save the changes made to configuration. Navigate to Manual sync page to run the Category sync. Navigation: Magento Admin Panel Acumatica Manual Sync Individual Sync If you want to sync the individual category, navigate to the respective category details page and perform the sync by clicking on Sync Now. Acumatica-Magento Connector User Manual Page 34 of 72

35 Sync Direction: Sync direction for each entity can be configured as follows. Refer SYNC DIRECTIONS section for more details on the direction type By default, Auto Cron will be NO. If, Auto Cron is set to Yes then, Categories will sync automatically based on the setting. Click Save Config to save the changes made. Acumatica-Magento Connector User Manual Page 35 of 72

36 17.4 Product Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Product Sync to display it on Manual Sync page By default, Individual Sync and Auto Cron are disabled. This can be changed / configured as per the need. If Indexing after sync is set to yes, indexing job will be performed after the Product sync is completed. Click on Save Config to save changes made to configuration Navigation: Magento Admin Panel Acumatica Manual Sync Acumatica-Magento Connector User Manual Page 36 of 72

37 Individual Sync To sync the individual product, navigate to the respective product details page and perform the sync by clicking on Sync Now Product Inventory and Price Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Inventory and Price Sync to display it on Manual Sync page By default Auto Cron will be set to No and it can be configured as per the need. Acumatica-Magento Connector User Manual Page 37 of 72

38 Manual Sync: Below are the options for Sync: Inventory only: Only Inventory would be synced which would be always from Acumatica to Magento. Price only: Only Price would be synced Inventory and Price: Both Inventory and Price would be synced 17.6 Product Image Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Image Sync to display it on Manual Sync page Here the value of Web service Name should be same as the Service ID configured in Acumatica. Refer the below path to check the same. System Integration Web services Acumatica-Magento Connector User Manual Page 38 of 72

39 Manual Sync: 17.7 Product Configurator Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Product Configurator Sync to display it on Manual Sync page Requires Acumatica Product Configurator module setup and configured within Acumatica. Acumatica-Magento Connector User Manual Page 39 of 72

40 Manual Sync: 17.8 Customer Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Customer Sync to display it on Manual Sync page and enable Individual Sync to display it on Customer details page. By default, Individual Sync and Auto Cron are disabled and it can be configured as per the need. Click Save Config to save changes made to configuration Default Customer Class: Values will be fetched from Acumatica and user can also click on Update Customer Class Data to fetch the latest data from Acumatica. Acumatica-Magento Connector User Manual Page 40 of 72

41 Default Customer Terms: Values will be fetched from Acumatica and user can also click on Update Customer Terms Data to fetch the latest data from Acumatica. Default Customer Statement Cycle: Values will be fetched from Acumatica and user can click on Update Customer Statement Cycle Data to fetch the latest data from Acumatica. Manual Sync: Acumatica-Magento Connector User Manual Page 41 of 72

42 Individual Sync: To sync the individual product, navigate to the respective product details page and perform the sync by clicking on Sync Now Order Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Order Sync to display it on Manual Sync page and enable Individual Sync to display it on Order detail page By default Individual Sync and Auto Cron will be disabled and can be configured based on the need. Order Type: Mention the Order Type to be considered for Sync while syncing to Acumatica. Real Time Sync: If enabled, after successfully placing an order, sync will execute and create an order in Acumatica. If Real time sync is not enabled, system will wait for the cron (if configured) to execute the sync or admin can use individual sync option to sync a specific order. Default Sales Account: The data will be fetched from Acumatica Instance and user can also click on Update Sales Account Data to fetch the latest data from Acumatica. Default Payment Method: Select the default payment method from the dropdown list. To update the payment method data click on Update Payment Method Data Cash Account: Add the cash account number as configured in Acumatica Retry Failed Orders: When Retry Failed Orders is set to Yes, Order Sync considers the failed orders for configured number of times. By default number of Retries value is set to 3 if enabled. For e.g. If Order is failed to sync to Acumatica, and the number of retries value is set to 4 then during Order sync, system will try to sync this order for 4 times and the 5th time system will skip this order to sync if the order still fails to sync. Order Statuses: Select the Order status that needs to be considered while syncing the orders to Acumatica. Acumatica-Magento Connector User Manual Page 42 of 72

43 Acumatica-Magento Connector User Manual Page 43 of 72

44 Manual Sync: Individual Sync: As highlighted below, click on Syncnow to perform the individual sync Failed Order Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Failed Order Sync to display it on Manual Sync screen. By default Auto Cron will be disabled, and it can be configured as needed. Set Number of days and Connector will consider the failed orders only from the current date to last x days duration to sync Acumatica-Magento Connector User Manual Page 44 of 72

45 Manual Sync: Acumatica-Magento Connector User Manual Page 45 of 72

46 18. TAX CATEGORY SYNC 18.1 Tax categories in Acumatica 18.2 Run Manual Tax Category Sync Run the Tax Category sync from Manual Sync page Acumatica-Magento Connector User Manual Page 46 of 72

47 18.3 Tax Category updated in Magento Acumatica-Magento Connector User Manual Page 47 of 72

48 19. CUSTOMER 19.1 Customer Attribute Sync: Perform the customer attribute sync to get the default customer attributes: 19.2 Customer Attribute Mapping Navigation: Acumatica Attribute Mapping On Acumatica-Magento Connector mapping Page, map the Magento attributes with respective Acumatica attributes as shown below. Acumatica-Magento Connector Customer Mapping Map the Magento Attribute with Acumatica Attributes from the Drop down list and define the direction and then click on Save Acumatica-Magento Connector User Manual Page 48 of 72

49 20. PRODUCT 20.1 Product Attribute Sync: Create the product attributes in Acumatica, assign them to item class and perform the product attribute sync: 20.2 Product Attribute Mapping Navigation: Acumatica Attribute Mapping On Acumatica-Magento Connector mapping Page, map the Magento attributes with respective Acumatica attributes as shown below. Acumatica-Magento Connector User Manual Page 49 of 72

50 Note: If Acumatica Attributes are not displayed in the drop down then click on Update Schema. This has to be done for every change/addition in the Acumatica for the respective entity. Recommended Settings: Once the Update schema is completed, we can use the recommended settings option to automatically map the Acumatica attributes with the Magento attributes which are mandatory for Sync. Map the Magento Attribute with Acumatica Attributes from Drop down list and define the direction and then click on Save Sync Directions Acumatica to Magento This is unidirectional process and during this, the system will always sync the changes from Acumatica and update in Magento. Acumatica-Magento Connector User Manual Page 50 of 72

51 Magento to Acumatica This is unidirectional process, and during this the system will always sync the changes from Magento and update in Acumatica. Bi-Directional (Last Update Wins) During this sync process, system will update the changes in both Magento and Acumatica. In case of any conflict, system will consider the Last Update whether it is from Magento or Acumatica. When the same record is updated in both the systems, Acumatica-Magento Connector will consider the Last updated record and update the same Bi-Directional (Magento Wins) During this sync process, system will update the changes in both Magento and Acumatica. In case of any conflict, system will consider the Magento Changes When the same record is modified in both the systems then Acumatica-Magento Connector will update the data of the Magento record irrespective of the Last update. Bi-Directional (Acumatica Wins) During sync process, system will update the changes in both Magento and Acumatica. In case of conflict system will consider the Acumatica Changes. When the same record is modified in both the systems then Acumatica-Magento Connector will update the data of the Acumatica record irrespective of the Last update Product creation in Magento Acumatica-Magento Connector User Manual Page 51 of 72

52 20.5 Product creation in Acumatica 20.6 Run Manual Product Sync Run the Product sync from Manual Sync page Acumatica-Magento Connector User Manual Page 52 of 72

53 Product synced to Magento Product synced to Acumatica Acumatica-Magento Connector User Manual Page 53 of 72

54 20.7 Product update in Magento 20.8 Product update in Acumatica Acumatica-Magento Connector User Manual Page 54 of 72

55 20.9 Run Manual Product Sync Run the Product sync from Manual Sync page Product Updated in Magento Acumatica-Magento Connector User Manual Page 55 of 72

56 Product updated in Acumatica Acumatica-Magento Connector User Manual Page 56 of 72

57 21. CATEGORY 21.1 Category Attribute Mapping 1. Map the Magento Attributes with Acumatica Attributes from the Drop down list and define the direction and then click on Save. 2. Update Schema: Whenever there is an addition of Attributes, we need to click on Update schema, which will fetch all the latest Acumatica attributes 21.2 Category creation in Magento 21.3 Category creation in Acumatica Acumatica-Magento Connector User Manual Page 57 of 72

58 21.4 Run manual Category Sync Run the Category sync from Manual Sync page Category synced to Magento: Acumatica-Magento Connector User Manual Page 58 of 72

59 Category synced to Acumatica 21.5 Category update in Magento Acumatica-Magento Connector User Manual Page 59 of 72

60 21.6 Category update in Acumatica 21.7 Run manual Category Sync Acumatica-Magento Connector User Manual Page 60 of 72

61 Category updated in Magento Category updated in Acumatica Acumatica-Magento Connector User Manual Page 61 of 72

62 22. PRODUCT INVENTORY SYNC 22.1 Inventory receipt creation in Acumatica 22.2 Product Inventory Sync run Acumatica-Magento Connector User Manual Page 62 of 72

63 23. PRODUCT PRICE SYNC 23.1 Price update in Acumatica 23.2 Product Price Sync Execution Acumatica-Magento Connector User Manual Page 63 of 72

64 24. PRODUCT IMAGE SYNC 24.1 Product Image uploaded in Acumatica 24.2 Run Manual Product Image Sync Run the Product Image sync from Manual Sync page Acumatica-Magento Connector User Manual Page 64 of 72

65 25. PRODUCT CONFIGURATOR SYNC 25.1 Run the Product Configurator sync from Manual Sync page 25.2 Composite Stock Items synced to Magento Grouped Product Acumatica-Magento Connector User Manual Page 65 of 72

66 Configurable Product: Bundle Product: Acumatica-Magento Connector User Manual Page 66 of 72

67 26. SHIPPING, PAYMENT METHOD, AND ORDER STATUS MAPPING Map the Magento Shipping Carriers with Acumatica Shipping Carriers from the Drop down list and then click on Save Map the Magento Payment Methods with Acumatica Payment Methods from the Drop down list and then click on Save Map the Magento Order Status with Acumatica Order Status from the Drop down list and then click on Save Acumatica-Magento Connector User Manual Page 67 of 72

68 27. ORDER SYNC 27.1 Order creation in Magento 27.2 Run Manual Order Sync Run the Order sync from Manual Sync page 27.3 Order synced to Acumatica Acumatica-Magento Connector User Manual Page 68 of 72

69 27.4 Order process in Acumatica 27.5 Shipment Sync run Run the Shipment sync from Manual Sync page Order status updated in Magento Acumatica-Magento Connector User Manual Page 69 of 72

70 Order tracking info updated in Magento Order shipment updated in Magento Acumatica-Magento Connector User Manual Page 70 of 72

71 28. SYNC SCHEDULER 28.1 Schedule Configuration Navigation: Acumatica Scheduler On Schedule Configuration, user can edit the cron setting at entity level 28.2 Sync Logs Navigation: Acumatica Sync logs On Sync log screen user can view the sync logs at entity level Acumatica-Magento Connector User Manual Page 71 of 72

72 29. ADMIN ACTIONS LOG Navigation: System Action Log Report On Admin Action logs, all the actions performed by any user are logged. ---THANK YOU--- Acumatica-Magento Connector User Manual Page 72 of 72