Magento Integration Manual (Version 2.1.0 - 11/24

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.
2
Contents
Copyright Notice
2
Megaventory Overview
4
Magento Overview
4
Case 1 - I am already using Magento and want to start using Megaventory
5
Preliminary Step – Necessary settings in Magento
5
Compilation mode (Magento)
6
Inventory Settings (Magento)
6
Step 1 - Signing up for a Megaventory account
7
Step 2 - Activating the Magento integration in Megaventory
10
Step 3 - Installation & Activation of the Megaventory extension in Magento
11
Step 4 - Synchronizing the initial data from Magento to Megaventory
11
Connectivity Tab
12
Setup Wizard Tab
13
Product Supplier Info
13
Step 5 - Importing the current Magento quantities in Megaventory
16
Step 6 - Setting up final data
16
Case 2 - I am already using Megaventory and want to start using Magento
Preliminary Step – Necessary settings in Magento
Inventory Settings
17
17
17
Step 1 - Installation of the Megaventory extension in Magento
18
Step 2 - Exporting the Megaventory Data to be used in Magento
19
Step 3 - Importing the Megaventory Data to Magento
19
Step 4 - Activating the Magento Integration in Megaventory
20
Step 5 - Generating an API key
21
Step 6 - Synchronizing Megaventory to Magento
22
Connectivity Tab
22
Setup Wizard
23
Inventory Locations
23
Operation specifics
24
Overview
24
Catalog > Manage Products
27
Catalog > Manage Products > Product Information > General
28
Catalog > Manage Products > Product Information > General
28
Table of Figures
30
3
Introduction
Megaventory Overview
Megaventory™ from Megaventory Inc. is web-based software that manages the flow of
products and creates purchase & 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 & 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.
4
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 and 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 - I 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 3rd 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.
5
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 similar
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 -> Tools -> 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 > Configuration > [Catalog > 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 to Yes.
6
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.
Figure 2 - The Megaventory sign-up page
7
After signing up for the first time the user will see the initial Setup page (Admin > Account
Setup). [SEE FIGURE 3 - THE SETUP MODULE IN MEGAVENTORY]
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.
8
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
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 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 > Display All.
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
9
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 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.
10
Figure 6 - Account Integrations module in Megaventory
When ready, the user should save the form by clicking the Save option.
Step 3 - Installation & 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-formultiple-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
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 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 attribute 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
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 from the
Megaventory software; inventory information will always be synced to the Magento
software in any case).
14
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.
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 > 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
between Megaventory and Magento:
Inventory Settings
The Inventory Settings in the Magento software can be found by navigating to System >
Configuration > [Catalog > 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
Figure 11 - Inventory Settings in Magento
Step 1 - Installation of the Megaventory extension in Magento
It 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-formultiple-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
as Excel option without selecting any product of the list. That action exports all the products
in Excel format.
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

Login to the admin panel and navigate to system->import/export->profiles

Click Import all Products (or Clients)

Choose upload file and select the CSV file. Then click continue and edit

Click “Run Profile” and select the file to import

Click “Run 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-magentosimport-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.
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 > Account Setup module of Megaventory.
Step 5 - Generating an API key
The user should navigate under the Admin panel and select Users > Display All.
Figure 14 - Navigating to the users list in Megaventory
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
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 MEGAVENTORY 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]
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 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 (
) 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 ( ) 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 Initialize 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 Inventory 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
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 integration, the following guidelines should be
understood and followed:

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 & 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 in 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 Import Inventory from Megaventory
option will fetch inventory quantity information from Megaventory. Both these
options lie under the Megaventory > Settings screen.
25
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 > Settings
screen. If a tax is added to the Magento software it will be automatically added to
the Megaventory software.
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 the Magento software.

Sales Order cancellations/amendments have to be initiated from the Magento backend. 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 > Manage Products
Under this screen that lists all Products, the inventory information is added per Inventory
Location per Product.
Figure 20 - Inventory Information added to the Magento Catalog
27
Catalog > Manage Products > Product Information > 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.
Figure 21 - Megaventory information in the Magento product screen
Catalog > Manage Products > Product Information > 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
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
Figure 3 - The setup module in Megaventory ........................................................................... 8
Figure 4 - Navigating to the users list in Megaventory .............................................................. 9
Figure 5 - Definition of the user and creating a new API key in Megaventory ........................ 10
Figure 6 - Account Integrations module in Megaventory........................................................ 11
Figure 7 - The Megavetory screen in Magento........................................................................ 12
Figure 8 - Before the Setup Wizard starts................................................................................ 14
Figure 9 - Setup Wizard process and finalization..................................................................... 15
Figure 10 - Importing the initial Magento quantities to Megaventory ................................... 16
Figure 11 - Inventory Settings in Magento .............................................................................. 18
Figure 12 - Exporting products in Excel format from the products list ................................... 19
Figure 13 - Account Integrations module in Megaventory...................................................... 20
Figure 14 - Navigating to the users list in Megaventory .......................................................... 21
Figure 15 - Definition of the user and creating a new API key in Megaventory...................... 21
Figure 16 - The Megaventory Connectivity Panel in Magento ................................................ 22
Figure 17 – Choosing a Default Location where Magento Orders will be send to .................. 24
Figure 18 - Inventory Locations panel in Magento .................................................................. 26
Figure 19 - Taxes Panel in Magento ......................................................................................... 26
Figure 20 - Inventory Information added to the Magento Catalog ......................................... 27
Figure 21 - Megaventory information in the Magento product screen .................................. 28
Figure 22 - Inventory information in the Magento product/Inventory screen ....................... 29
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support@megaventory.com
Or visit: support.megaventory.com
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