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. How to set up the integration between MRPeasy and Magento?
  2. How does the integration between MRPeasy and Magento work?
  3. How to post an order from Magento to MRPeasy?
  4. How are products booked for order in MRPeasy?
  5. How to know if an order is ready for fulfillment in Magento?
  6. How to ship the products and deduct inventory from MRPeasy?
  7. How to synchronize inventory levels?
  8. How to connect several Magento stores?
  9. Support for integration.

How the integration between MRPeasy and Magento works

The integration between MRPeasy and Magento works as follows:

  1. A sales order from Magento is posted to MRPeasy as a Customer Order.
  2. Available items are automatically booked for the order in MRPeasy.
    If items are not available, then some manual action is necessary. Read: How to check stock and book the products for the Customer Order?
  3. Once items become available, the sales order in Magento has added the note Ready for shipment.
  4. Items can be shipped both in Magento or MRPeasy, and inventory is subtracted from MRPeasy.

Step 1. Posting an order from Magento to MRPeasy

The order from Magento is posted to MRPeasy once it's been paid. As a result:

  1. it is imported to MRPeasy as a Customer Order at CRM -> Customer Orders.
  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 Customer Order.

Notes:

  • 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 and a note is attached to the order.

Step 2. Booking products for the order in MRPeasy

MRPeasy is a highly accurate inventory management software, where specific products must be booked - i.e. reserved - for specific orders. (Read: What is a stock lot? How does lot/batch tracking work?)

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 status of the parts of the Customer Order will be Not booked.
  3. To book these parts, please see the instructions: How to check stock and book products for a customer order?
    (If items' have 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:

  1. whether to 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.

Setup of the integration between MRPeasy and Magento

Requirements:

To set up the integration between 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.

Import customer information from Magento

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. In this case, MRPeasy will create one generic customer in MRPeasy CRM, and use it for all orders that are imported from Magento.

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

If you use a generic customer, the shipping address will neither be imported.

To import customer information from Magento to MRPeasy:

  1. Go to Settings -> System settings -> Integrations -> Magento.
  2. Configure the integration between Magento and MRPeasy.
  3. Select the option Import customers.
  4. Now, when importing an order, MRPeasy looks for a customer with the same e-mail address. If the customer exists, it will be used to create the order. The address will be added to the customer details.
    If no customer is found, a new customer will be created.

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.

Import 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.

Mark 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.

Synchronize 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.

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.

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.

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