Magento

Magento is a powerful e-commerce platform. Magento and MRPeasy work seamlessly together so that sales are done in Magento and products are manufactured, materials are handled, production is planned, and purchasing managed in MRPeasy.

Jump to:

1. Synchronization of orders: 
   1. Orders valid for import from Magento.
   2. Posting an order from Magento to MRPeasy.
   3. Booking products in MRPeasy.
   4. Ready for shipment notification.
   5. Shipping the products.
   6. Taxes.
2. Synchronization of inventory levels.
3. Setting up the integration: 
   1. Requirements.
   2. Connecting with Magento.
   3. Customer information.
   4. Shipping costs.
   5. Marking orders as paid.
   6. Configuring products.
   7. Synchronizing inventory.
   8. Connecting several stores.
4. Support for integration.

Synchronization of orders

Orders valid for import from Magento

1. Orders that are already in Magento when you establish the integration will not be sent to MRPeasy until they are updated (opened and saved).

• This allows the user to re-import orders if needed. 

2. Orders that satisfy one of the following conditions can be imported from Magento:

• not fulfilled, or
• created within the last 30 days.

3. Only paid orders can be imported from Magento.

4. Products must be pre-defined in MRPeasy.

• Products are matched by the SKU field in Magento and the Part Number field in MRPeasy.
• If some products must not be sent to MRPeasy (for example, a service), they must have no SKU value or an SKU that does not match any part number in MRPeasy.
• If the order has no products with matching SKUs:
  • It is not imported to MRPeasy.
  • A note is attached to the order.

5. Additional notes:

• POS orders will be imported.
• If some plugin updates all orders, then too old orders will be ignored.
• If the integration was configured more than 30 days ago, then all valid orders are imported already.

Step 1. Posting an order from Magento to MRPeasy

1. An order is imported to MRPeasy as a Customer Order (CO).
2. A note "In production" is added to the order in Magento.
3. The Magento order number is copied to the Reference field in the MRPeasy CO.

Step 2. Booking products for the order in MRPeasy

When an order has been imported into MRPeasy from Magento:

1. The software tries to book products. Available products are booked immediately.
2. If there are products which couldn't be automatically booked, then:
   • The Customer Order status will be Confirmed.
   • The Product status will be Not booked.
   • To book these parts, please see the instructions: How to check stock and book products for a customer order?
   • Demand for these items is created automatically. If items have a Reorder point value set, then these will already be displayed on the Critical On-hand report, which shows shortages.

Step 3. Notification when products are available for shipment

When all products are ready:

1. The MRPeasy Customer Order’s status is changed to Ready for shipment.
2. In Magento, the note Ready for shipment is added in the order’s details, indicating that this order can be fully fulfilled.

Step 4. Shipping the items and subtracting the stock from MRPeasy

For shipping the items, either:

1. Create a shipment in MRPeasy and pick all items. The status of the order in Magento will be changed to Completed,
2. Or, change the status of the order to Completed in Magento, and a shipment will be created in MRPeasy, and all items will be automatically marked picked so that products are deducted from the inventory.

Taxes

All prices in the imported Customer Order are without tax.

• All sales prices in MRPeasy are tax exclusive. If an item's price in Magento is tax inclusive then its net sales price is derived.
• Taxes are added to invoices, not orders in MRPeasy.

If invoices are created (option "Mark orders as paid" is enabled):

• Taxes are added to sales invoices.
• Tax is calculated and rounded per line.
  • See: Tax calculations, rounding of tax.

Synchronizing inventory levels from MRPeasy to Magento

MRPeasy can update the available quantities of products in Magento.

If this function is enabled:

• Once per hour MRPeasy will update available quantities of products in Magento with available quantities from MRPeasy.
  See also: How to read the inventory numbers - in stock, available, expected?
• Products are matched by Part number in MRPeasy and SKU in Magento.
• If some product does not exist in Magento, or its’ inventory is not tracked in Magento, then this product is ignored during the synchronization.

To enable this functionality:

1. Go to Settings -> System settings -> Integrations -> Magento.
2. Click the Edit button next to your shop.
3. Select the option Sync inventory levels.
4. If you have several sites in MRPeasy or several inventory sources in Magento, choose what sites and inventory sources to synchronize.

If you are updating the existing integration, please check that MRPeasy can access inventory sources via API at Magento -> System -> Integrations -> MRPeasy Integration -> API -> Stores -> Inventory -> Sources.

Setting up the Magento integration

Requirements

• Magento 2.2 or newer
• Mageplaza Webhook plugin

Connecting Magento and MRPeasy

1. Go to MRPeasy -> Settings -> System settings -> Integrations -> Magento.
2. Click the Connect to Magento button.
3. Follow the instructions on that page.

Importing customer information from Magento

Depending on your business specifics, you may want to import customer information from Magento to MRPeasy.

For privacy and data consistency reasons, it is advised to have customer information in one place only. That is, if a customer signs up in Magento, better to have his contact details in Magento only.

You can set up the integration in one of the following ways:

1. Use a generic customer in MRPeasy, without importing any customer information. 
   • Do not select the option "Import customers".
     
   • Do not select the option "Import shipping address".
   • In this case, MRPeasy will create one generic customer in MRPeasy CRM, and use it for all orders that are imported from Magento. It contains the domain name of your Magento store.
2. Import the customer. 
   • Select the option "Import customers".
   • Now, when importing an order, MRPeasy looks for a customer with the same e-mail address.
     • MRPeasy searches by customer's general e-mail first. If no customer is found, MRPeasy searches by the customers' contacts' e-mail. If there are several records with the same e-mail, any record can be selected - it is not possible to predict which record will be used.
     • If the customer exists, it will be used to create the order.
     • If no customer is found, a new customer will be created.
     • The shipping address will be added to the customer's details.
3. Only import the shipping address, while using a generic customer in MRPeasy. 
   • Do not select the option "Import customers".
     
   • Select the option "Import shipping address".
   • Now, when importing an order, the shipping address is imported, saved in the generic customer’s details, and selected in CO.

Please note that Magento allows updating the shipping address after the order has been placed. In this case, please check that addresses match in both systems.

Importing shipping costs

To import shipping costs from Magento to MRPeasy:

1. Configure the integration between Magento and MRPeasy.
2. Select the option "Import shipping costs".
3. Select the stock item for saving shipping costs.

When an order is imported from Magento, a new line with this item and the shipping cost is added to the order in MRPeasy.

Shipping costs will be imported from Magento without tax.

Marking customer orders as paid

To mark customer order as paid:

1. Configure the integration between Magento and MRPeasy.
2. Select the option "Mark orders as Paid".

When an order is imported from Magento, a new invoice is created in MRPeasy with all products and shipping costs. The invoice is created with tax included. Full payment is added to the invoice.

Configuring products in MRPeasy and Magento

Products must be set up in MRPeasy and Magento separately.

The SKU field in Magento must match the Part Number field in MRPeasy. Otherwise, the order of the product will not be imported to MRPeasy.

Please see:

1. Demo video: Inventory management in MRPeasy.
2. Demo video: Setting up procured items.
3. Demo video: Setting up manufactured items.
4. Demo video: Setting up inventory levels.
5. Setting up new items.
6. Importing items.
7. Entering initial inventory values.

Connecting several Magento stores with MRPeasy

It is possible to integrate multiple Magento stores with MRPeasy.

To do that:

1. Please go to Settings -> System Settings -> Integrations.
2. At the Magento section, click the "+" button to add an additional Magento store.

If you do not import customer information, then every Magento store has its own generic customer. It contains the domain name of your Magento store.

Support

The integration between Magento and MRPeasy is maintained by MRPeasy. If you have any technical questions about the integration, please turn to MRPeasy support.