i95Dev Magento GP Connect Silver User Manual
Contents
1. 195Dev Magento GP Connect User Manual Silver Edition Version 3 0 One Church Street Suite 401 Rockville MD 20850 Tel 301 760 7499 Fax 301 576 3655 Document Details Authorized by Version No 3 0 Signature Date i95Dev February 7 2013 Call us Now 301 760 7499 Drive your ideas Contents i95Dev Magento GP Connect User Manual Silver 3 CUSTOMER CREATION FROM MAGENTO ADMIN ccecccccseccccssccccscccesccccssccccsecsceuscceueceseeceesecseusess 4 CUSTOMER UPDATE FROM MAGENTO ADMIN eevrovrrvnevsnnnernnnnnvnnnnnvnnnnnvnnnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnsnnene 8 CUSTOMER CREATION FROM MAGENTO FRONT END ccccccceccccsecccesecccsscccesscccesccecesecesesceesessenes 11 CREATING CUSTOMER WITH BILLING amp SHIPPING ADDRESS FROM MAGENTO FRONT END 13 ORDER CREATION FROM MAGENTO ADMIN eosvvnevvrnnevsnnnnvnnnnnnnnnnnvnnnnnsnnnnvennnnvnnnnnsnnnnnnnnnensnnnensnnnnnsene 17 ORDER PLACE WITH CUSTOM PRICING FROM MAGENTO BACKEND TO GP RELEASE II 20 ORDER CREATION FROM MAGENTO FRONT END ccccccceeccccssccceecccssccccsescceuscesesscesesceeeeeceesssenes 22 MAGENTO ADMIN OFFLINE CUSTOMER UPDATE esuvvvrvrnnvrnnnnnrnnnnnvnnnnnsnnnnvnnnnnnnnnnnsnnnnvnnnnennnnnnvsnnunssene 27 MAGENTO FRONT END GUEST CHECKOUT sovrnnvrvnnnnrnnnnnnnnnnnsnnnnnvnnnnnennnnvnnnnnnnnnnnnnnnnnsnnnensnnnensnnnnseene 30 DISPLAY ORDER ORIGIN IN MAGENTO ORDER GRID VIEW cssccccssscccscc2. 205 00 gt 0 00 0 00 Document Status Rudra Fabrika 1041072011 SALES ORDER WAREHOUSE Date Batch ID Default Site ID Customer PO Humber ET Currency ID Z US gt Unit Price Extended Price 1 200 00 0 00 0 00 Subtotal Trade Discount Freight Miscellaneous Tax Total Mew Fig Order Placement by a Guest Customer 33 Of 52 a Rey Ex m Inc 4 12 2017 sv amp gt SLI gt td I gt il 200 00 0 00 200 00 0 00 5 00 0 00 0 00 205 00 JO 2 7 2013 Call us Now 301 760 7499 Display Order Origin in Magento Order Grid View Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Orders e You will see the following screen with the Order Origin which lets you know about the Orders that s been placed from Magento as well as Dynamics GP e lfthe Order Origin gt GP it indicates that the Order is placed from Dynamics GP e Ifthe Order Origin gt Website it indicates that the Order is placed from Magento z Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System O Get help for this page One or more of the Indexes are not up to date Product Prices Click here to go to Index Management and rebuild required indexes eS Orders Create New Order Page 1 of 11 pages Mew 20 vw perpage Total 219 records found 6J New Order RSS E Exportto CSV v Reset Filter Search Select Visible U
3. e Provide the Billing amp Shipping addresses of a Customer e Click Addresses which is on the left side under Customer Information column e Click Add New Address e Provide the required Address Details such as First Name Last Name Street Address etc e You have an option to select the current address that you entered as Default Billing Address or Default Shipping Address by selecting the radio buttons as shown in the following screen Customer Addresses Edit Customer s Address Add New Address James Watmore aS Danny Louis california Middle Nameilnitial james street ribbs road door not 12 4568 568 i california cnetral California 90006 Last Name Watmore United States T 91 997 007 15125 F 1 8956238974 Default Billing Address Default Shipping Address Prefix First Name Suffix Company Danny Louis Street Address california james street ribbs road door not 12 4568 568 City california cnetral Country United States State Province California Zip Postal Code 90006 Telephone 91 997 4007 15125 Fax 1 8956238974 Fig Creating Customer Address amp Selecting Default Billing Shipping Address e Click Save Customer e The Customer gets created in Microsoft Dynamics GP with the GP Customer ID In other words once the customer is created in Magento it also creates the same customer in Dynamics GP and a Customer ID from Dynamics GP is sent to Magento in order to
4. Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System O Get help for this page t Orders Page 1 of4 pages View 20 perpage Total 73 records found BY New Order RSS a Exportto CSV v Reset Filter Select Visible Unselect Visible 0 items selected Actions vi Submit Order GP Order Origin Purchased From Store Purchased On I Billto Name Ship to Name G T Base G T Purchased Status Action Any From From From v To F To To OD 100000081 ORDST5267 Website Main Website Nov 20 2012 2 10 55 nrks custo nrks custo 1 223 65 1 223 65 Complete Main Website Store AM Default Store View Fj 100000080 ORDST5266 Website Main Website Nov 20 2012 1 40 19 guest147 revon lik 658 00 658 00 Complete Main Website Store AM Default Store View Fig Creating an Order Created in Magento e You will get a Create New Order page with all the existing Customers e Select any Registered Customer by clicking e Click on Add Products e Select the products e Click Add Selected Products to Cart e Check mark the option called Custom Price e Provide the Price that you would like to sell the product for as shown in the following figure M a gento E nt e rp ri se Logged in as admin Tuesday November 20 2012 z Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System O Get help for this page eS Create New Order for rock vally in Default Store View Ord
5. 276 00 SKU DEMO1901 Fig Order Created from GP to Magento In order to check back the Order Creation in Dynamics GP that s been done from Dynamics GP Please follow the navigations Menu Navigation e Open Dynamics GP e Navigate to Sales Card gt Sales Transactions Entry under Sales Section e Select Type ID as Order Confidential i95Dev 1S Of 52 2117 2013 Call us Now 301 760 7499 e Click on Look Up button for Document No e Select Order ID from look up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the following figure e i95Dev GP Connect Extension has the flexibility to submit Order with New and Existing Customer Bai Sales Transaction Entry File Edit Tools View Options Additional Help ravi Platinum 9 7 2012 l Save Actions Type Type ID Order STDORD we U Document No Batch ID CustomerID 20PL000815 f O Default Site ID O O Customer Name Customer FO Number Line Items by Order Entered ORI D UdM CA By Ordered gt AS mem AC 933 Amount Recerved 341 45 Terme Discount Taken 000 On Account Comment ID Halds User Defined Distributions Commissions 14 4 b H Document Status Fig Order Created in Microsoft Dynamics GP e In order to view the other details of an Order such as Shipping Method Click the Drop Down as shown in the above picture which is on the right side e You can view the Shipping Method in Dynamics GP that s b
6. Menu Navigation e Open Magento Admin Panel e Select System gt Configuration e Click i95Dev GP Connect Setting where in you will see the GP Configuration button as shown in the following figure Confidential i95Dev 44 of 52 2 7 2013 Call us Now 301 760 7499 GP Configuration GP Configuration GP Configuration STORE WIE Please Click Here For GP Configuration Moneybookers SERVICES Magento Core AFI ADVANCED Developer I95DEV GP CONNECT 15Dev GPConnect Settings e Once you click the GP Configuration button you will see the Configuration Fields that you need to provide as shown in the following figure e Provide required fields of the GP Configurations in Magento amp Click Save Confidential i95Dev 45 of 52 2171 2013 Call us Now 301 760 7499 Drive your ideas GP Configurations GP Configurations Customer Prefix Numeric Digits Default Address Key Company key Batch Id Guest Prefix Price Level Key ID API User AFI UserFAD Domain Document ID Default LO Tax type Default Tax Default Site Id UnSaved Address Prefix Custom WebService FulFillment Document ld GP Company Database Magento Webservice URL Company Mame Confidential i95Dev web webstadd 3 sales order guest default iSSdevtearn devigsdevcar stdord each 1 all details Warehouse unsaved http localhostcustomwebserniceplatinumnew dyt fulo
7. iS5devtearn dev iS5dev com stdord each 1 all details warehouse unsaved http ilocalhostcustomwvebseniceplatinumnews dyt fulord plat Atte 92 168 0 150 enterprise 1 10 1 1 apiy 50 fabrikaminc Fig Providing GP Configurations in Magento Confidential i95Dev 48 of 52 2 7 2013 Call us Now 301 760 7499 Drive your ideas Multi Currency Implementation Release I Menu Navigation Note Assuming that the Customer is already logged in to the Magento Store e Open Magento Store e Navigate to Products Menu gt Select Product S gt Add to Cart as shown in the following figure Welcome Dave Johnson Send Invitations Log Out Currency EUR Euro Change w Language Default Store View Change w M Ma ento MY ACCOUNT MY WISHLIST 18 MY CART 1 w CHECKOUT 8 Q Enter search keyword GO i95dev Shopping Cart PRODUCT NAME MOVE TO WISHLIST UNIT PRICE QTY SUBTOTAL REMOVE Samsung C3303 Champ Unlocked Edit F 141 34 1 141 34 7 Continue Shopping UPDATE SHOPPING CART Discount Codes Estimate Shipping and Tax Subtotal 141 34 Enter your coupon code if you have one Enter your destination to get a shipping estimate EEE Grand Total 141 34 APPLY COUPOH Country United States AAT Gift Cards roceed to eckou State Province Fig Adding a Product to the Cart e You can see the Product Cost Subtotal Grand Total is mentioned in the Euro Currency e Click on Procee
8. 7499 Drive eeu hina Menu Navigation e Open Dynamics GP e Sales gt Customer under Cards Section e Click on Look up button for Customer ID e Select Customer ID from the look up window e Customer Maintenance window gets popped up with Customer Details in Dynamics GP as shown in the following figure m Customer Maintenance File Edit Tools Help Ly Save Clea XX Delete Customer ID sheker Fabrikam Inc 4127 2017 wi Write Letters w 3 G205 000008 ta Hold E Inactive Name James Wat more Short Name Statement Name Parent Customer ID James Wat more Class ID GENERAL Mi James Watmore Priority None Address ID Contact Address Phone 1 91 S 97 Ext 007 Phone 2 000 000 0000 Ext 0000 Phone 3 000 000 0000 Ext 0000 Fax 1 9895 6230 Ext 9740 Maryland city james street bbs road door not 12 4568 Confidential City State ZIP Code Country Code County Ship To Bil To Statement To Salesperson ID Territory ID Type User Defined 2 r d P oF by CustomerID California cnetral MD 21136 US United States 01 God ET Comment 1 01 EA Ef Comment 2 p bg Ed Payment Terms Cd Discount Grace Period Due Date Grace Period Trade Discount Price Level UPS one Shipping Method Tag Schedule ID Ship Complete Documents 0 002 Q 1 i od fF U Fig Updated Customer Information in Microsoft Dynamics GP 195Dev 10 of 52 i95Dev GP Connect Extensi
9. CHECKOUT Q Enter search keyword GO My Dashboard Thank you for registering with Main Vyebsite Store Hello James Cameron I From your hiy Account Dashboard you have the ability to wiew a snapshot of your recent account activity and update your account information Select link below to view ar edit information Account Information Contact Information edit Mewsletters edit James Cameron You are currently not subscribed to any newsletter jamescameronia yahoo cam Change Password Address Book manage addresses Detault Billing Address edit address Default Shipping Address edit address You have not set a default billing address You have not set a default shipping address Fig Customer Creation from Magento Front End Click on the Address Book that is on the left side under My Account column You will see the Default Billing amp Shipping Addresses Click the Add New Address Tab which is on the right side top as shown in the following figure Address Book 2 ADD NEW ADDRESS The address was successfully saved Default Addresses Additional Address Entries You have no additional address entries in your address book Default Billing Address change billing address James Cameron 87989 stdatda MMM Florida 545454 United States Lt Default Shipping Address change shipping address James Cameron 87989 sfdafda MM Florida 545454 United States Tec Fig Adding New Address of a Customer It will n
10. Name G T Base G T Purchased Status Action Any v v From From From v To To To Fig GP Connectivity Blinking Signal Green e If you see the Signal Color Green then it implies that the Magento to GP Connect is successfully working and the both entities are synchronized in nature e If you click the Green Blinking Icon you will see a window which provides you with the last 5 failed amp 5 successful Orders as shown in the following figure Confidential i95Dev 40 of 52 2171 2013 Call us Now 301 760 7499 i95Dev GP Connect Last Five Succesfull Orders Magento Order ID GP Order ID Customer Name Total Status 100000152 ORDST5326 sern 397 65 Pending 100000151 ORDST5325 sreyan 910 00 Pending 100000150 ORDST5324 sreyan 730 00 Pending 100000149 ORDST5323 admin 225352 Processing 100000148 ORDSTS317 guestq TAT TS Processing Last Five Failed Orders Magento Order ID GP Order ID Customer Name Total Status 100000144 register 1 344 76 Pending 100000139 register 885 51 Processing 100000122 quest cust 454 00 Pending Close Window Fig Displaying Last 5 Failed amp Successful Orders Note In order to check the following functionality of the i95Dev GP Connect failure case kindly make GP offline for a while e Once the GP goes offline you see the Signal Color Red the it implies that the Magento to GP connect is failed as shown in the following figure Magento z nte rp ri se Logged in as admin Wedn
11. Payment Information Shipping amp Handling Information Purchase Order United States Postal Service Priority Mail Large Flat Rate Box 65 45 Purchase Order Number PY MNTOOO000001 153 Items Ordered Product tem Status Original Price Price Qty Subtotal Tax Amount Tax Percent Discount Amount Row Total Demo produ Ordered 138 00 138 00 Ordered 2 276 00 0 00 0 0 00 276 00 SKU DEMO1901 Fig Viewing Order Creation from Magento Back End e GP Order ID gets created for every order that is submitted from Magento store e Once the Order is placed in Magento it also gets created in Microsoft Dynamics GP with GP Order ID which you can see at Magento as shown in the above figure In order to check back the Order Creation in Dynamics GP that s been done from Magento Front End Please follow the navigation Menu Navigation e Open Microsoft Dynamics GP e Select Sales Card gt Sales Transactions Entry under Transaction section e Select Type ID as Order e Click on Look Up button for Document No e Select Order ID from loop up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the below figure Confidential i95Dev 23 of 52 27172013 AM Sales Transaction Entry File Edit Tools View Options Additional Help Ge Save Actions Type Type ID Order STDORD a an Document No Customer ID G2oploosis f OA ma gt Customer Name Ship To Address F Line Items by Order Entered hem
12. Register e It navigates you to the next screen i e Create an Account page as shown in the following figure e Provide required information such as First Name Last Name Email Address Password etc e Click on Submit button hey ACCOUNT products New Products Create an Account Personal Information say FirstName James LastName Cameron Email Address Cammgmail com Sign Up for Newsletter Login Information aap Password Confirm Password ssam SUE MIT Required Fields Fig Customer Creation from Magento Front End e Once you click the submit button it navigates to My Dashboard page as shown in the following figure Confidential i95Dev 14 of 52 2171 2013 Drive your ideas Confidential M Magento New Products products Mly Account Account Dashboard Account Information Address Book Order History Billing Agreements Recurring Profiles hy Product Reviews biy Tags My Wishlist biy Downloadable Products Mew sletter Subscriptions Gift Card Gitt Registry My Invitations Credit History Credit Payment My Account Account Dashboard Account Information Address Book Order History Billing Agreements Recurring Profiles My Product Review s My Tags My Wishlist My Downloadable Products Newsletter Subscriptions Gift Card Gift Registry My Invitations Credit History 195Dev Call us Now 301 760 7499 MY ACCOUNT I MY WISHLIST I 18 MY CART OD w
13. on AmericaLos Angeles Aug 23 2012 3 27 33 AM Account Created in Admin Customer Group General GP Customer Information GP Sync Qa OManual Sync Fig Offline Customer Sync from Magento to Microsoft Dynamics GP Confidential i95Dev 28 of 52 2171 2013 Call us Now 301 760 7499 Mobile Customers Promotions Newsletter CMS Reports System Get help for this page p to date Product Prices Click here to go to Index Management and rebuild required indexes gt Stalin C lt Back ea Create Order Delete Customer Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed The customer does not have default billing address Account Created on Account Created on AmericaLos Angeles Aug 23 2012 3 27 33 AM Account Created in Admin Customer Group General GP Customer Information O GP Sync Manual Sync Fig Manual Offline Customer Sync from Magento to Microsoft Dynamics GP In order to check back Offline Customer Creation in Dynamics GP that s been done from Magento Please follow the navigation Menu Navigation e Open Dynamics GP e Navigate to Sales gt Customer under Cards section e Click on Look Up button for Customer ID e Select Customer ID from the look up window e Customer Maintenance window gets popped up with Customer details in Dynamics GP Confidential i95Dev 29 of 52 2171 2013 Call
14. us Now 301 760 7499 Drive your ideas s Customer Maintenance gt E esel P Eile Edit Tools Help Rudra Fabrikam Inc 4412 2017 Li fare Clear 2x Delete ur write Letters wr Customer ID P2004000005 Ga E Hod E Inactive Parent Customer ID Mame Short Name allan jones Class ID 1 Statement Name allan jones Priority Address ID 01 Contact odev Phone 1 732 6 54 9 Ext 0680 Address Phone 2 000 000 0000 Est 0000 Fhone 3 000 000 0000 Ext 0000 Fax 000 000 0000 Est 0000 City Suite F State MJ UPS Zone ZIF Code NJ 08857 Shipping Method Country Code US Gad Tax Schedule ID Country United States E Ship Complete Documents Ship To 01 Comment 1 Bill Ta 01 Statement To 01 Salesperson ID Territory ID Type Due Date Grace Period User Defined 2 Price Level God 14 d pb Fi by Customer ID E amp Kig Comment 2 Trade Discount Payment Terms Discount Grace Period HOPPE Fig Offline Customer Creation in Microsoft Dynamics GP Magento Front End Guest Checkout Menu Navigation e Open Magento Front End e Navigate to the Product List e Select Required Products e Add Selected Products to your cart e Proceed to Check Out e Once you reach the checkout page you will see an option to enter details based on different Checkout Methods e Select Checkout as a Guest radio button as shown in the below figure Confidential i95Dev 30 of 52 2f 712013 Call us Now 301 760 7499 MY ACCOUN
15. 0 7499 Status Pending Pending Pending Processing Processing Status Pending Processing Pending Failed Transaction Customers Orders Sync Report from Magento to GP Release ll Menu Navigation Note In order to check the following functionality of the Failed Transaction Sync Report kindly make GP offline for a while e Open Magento Admin Panel e Select Reports gt i95Dev Error Reports e Select Magento to GP Reports as shown in the following figure Confidential i95Dev 42 of 52 2 7 2013 Call us Now 301 760 7499 Ente rp rise Logged in as gt es Catalog Mobile Customers Promotions Newsletter CMS Reports System Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh ca Sales hiled Records Report pages View 20 perpage Total 14 records found Identified Number Name johnson 195Dev Error Renart GP to Magento Report Samsung C3303 Champ Unlocked Refresh Statisti Magento to GP Report offline product amp en ern 0 Fig Selecting Magento to GP Report e You will see the following screen where in you will find all the failed Customers Orders from Magento to GP M a gento E nt e rp ri se Logged in as admin Wednesday November 21 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Gethelp for this page i95Dev Sync Failed Records Report Page 1 of 1 pages View 20 w perpage T
16. 2171 2013 Call us Now 301 760 7499 Mobile Customers Promotions Newsletter CMS Reports System Get help for this page p to date Product Prices Catalog Search Index Click here to go to Index Management and rebuild required indexes eS Order 100000043 Aug 22 2012 4 25 12 PM Back EI EE Hold Order Date Aug 22 2012 4 25 12 PM Feen groven strae Order Status Processing Email mark 1343832479 biz i95dev com Purchased From Main Website Customer Group General Main Website Store Default Store View GP Order Information Order submitted offline Please click to Sync with GP GpSync Manual Sync Fig Manual Offline Order Sync from Magento to Microsoft Dynamics GP e Once the order is successfully synced and created in Dynamics GP then the GP Order ID is sent back to Magento which indicates a successful creation of that particular order in Dynamics GP In order to check back the Offline Order Creation in Dynamics GP that s been done from Magento Front End Back End Please follow the navigation Menu Navigation e Open Dynamics GP e Navigate to Sales Card gt Sales Transactions Entry under Transaction Section e Select Type ID as Order e Click on Look Up button for Document No e Select Order ID from look up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the following figure Confidential i95Dev 26 of 52 2171 2013 mg Sales Transaction Entry Eile E
17. 3 Call us Now 301 760 7499 Drive your ideas eco B sa Fabrikam Inc 4 12 2017 ma Customer Maintenance File Edit Tools Help GE Save Oea X Delete W write Letters 3 G205 000008 Name James vw atmore Short Name James Watmore Class ID GENERAL Customer ID fa ElHold O Inactive Parent Customer ID Statement Name Address ID Contact Address James watmore 0 Qie Danny Louiz california Priority Phone 1 Phone 2 Mone 91 9 97 Ext 007 000 000 0000 Ext 0000 james street bbe road door not 12 4568 Phone 3 O00 000 0000 Est 0000 Fax 1 595 6238 Ext 9740 City california cnetral State CA UPS Zone IF Code S0006 Shipping Method Country Code US fd Tax Schedule ID Country United States I Ship Complete Documents Ship To 01 EA Ef Comment 1 Bill Ta 01 i Comment 2 Statement To 01 Q Salesperson ID God Territory ID Type Due Date Grace Period User Detined 2 Price Level a Accounts Address Options Emai 14 d P BL by CustomerID fy Trade Discount Payment T ern Discount Grace Period Fig Customer Created in Microsoft Dynamics GP e i95Dev GP Connect Extension provides the flexibility to Create Customer in different ways Customers can be created o Without Shipping amp Billing Addresses o Either With Shipping or Billing address o Either With Same or Different Shipping and Billing Addresses o With Multiple Addresses Confidentia
18. 7499 As a Guest Customer places an Order it is created in Dynamics GP with a GP Order ID along Once the Order is placed in Dynamics GP the GP Order ID is sent to Magento from Dynamics GP after successful creation of the particular Order following figure Order View Information Invoices Order Date Order Status Purchased From Placed from IP Billing Address Nick Jones 155 Gibbs 5t 512 Maryland Maryland MD 20850 United States T 301 760 7199 Payment Information Credit Card saved Credit Card Type Visa eS Order 100000017 Oct 10 2011 6 03 12 AM Order 100000017 Order confirmation email sent You can see the GP Order Creation at Magento Backend with the GP Order ID as shown in the Account Information Oct 10 2011 6 03 12 AM Customer Name Nick Jones Pending Email nick i95dev com Main Website Main Website Store Default Store View 192 168 0 97 Customer Group NOT LOGGED IN GP Order Information GP Order ID ordst2925 GP Order Status New Shipping Address Nick Jones 155 Gibbs St 512 Maryland Maryland MD 20850 United States T 301 760 7199 Shipping amp Handling Information Flat Rate Fixed 5 00 Credit Card Number 4111111111111111 Name onthe Card visa Expiration Date 09 2015 Items Ordered Product new watch SKU WATCH1 Comments History Add Order Comments Status Pending Comment C Notify Customer by Email visible on Frontend Ite
19. Magento products New Products h y Account Address Book Call us Now 301 760 7499 MY ACCOUNT MY WISHLIST I V MY CART O w I CHECKOUT Q Enter search keyword Ga ADD HEW ADDRESS Account Dashboard Account Information Address Book Order History Biling Agreements Recurring Profiles My Product Reviews hy Tags hy Vyishlist My Downloadable Products Mew sletter Subscriptions Gift Card Gift Registry My Invitations The address vas successfully saved Default Addresses Additional Address Entries You have no additional address entries in your address book Default Billing Address change billing address James Cameron 57969 sfoafda Mii Florida 545454 United States Te Default Shipping Address change shipping address kali james dafs455 dall Florida 554 United States T 654254 Credit History Fig Different Billing amp Shipping Address of a Customer Order Creation from Magento Admin Menu Navigation e Open Magento Admin e Login to Admin Panel e Navigate to Sales gt Orders e Click on Create New Order e Select the Customer Name from the list of customers e Select Order Currency as US Dollar e Click on Add Products e Select the Products e Click on Add Selected Product s to Order e Select one of the Payment Method Confidential i95Dev 17 of 52 2 7 2013 Call us Now 301 760 7499 For Shipping Methods Click on the Get Shipping Methods and Rates link a
20. Number OAD DUM 64 Gy Ordered AE EH 12 Amount Recerved 341 45 Teme Discount Taken 000 On Account Comment ID Hald User Defined Distributions Commissions Document Status Call us Now 301 760 7499 37772012 sE Batch ID SALES ORDER Customer FO Number Default Site ID WAREHOUSE Subtotal Trade Discount Freight Miscellaneous Fig Order created in Microsoft Dynamics GP Magento Admin Offline Order Update In case of any interruptions happened such as failure of any server or server going down there is always a chance of Microsoft Dynamics GP going down which will drop the connection that s been there between Magento and Dynamics GP This indeed would make online Orders to fail in syncing In that particular scenario we provide an option called Offline Order Sync that allows admin to manually sync the orders that s been placed from Magento to GP Menu Navigation e Open Magento Admin e Login Admin Panel e Click on Sales gt Order e If the particular Order is not synced to Dynamics GP then you will see the following figure with two options i e GP Sync amp Manual Sync Confidential i95Dev 24 of 52 2 7 2013 Call us Now 301 760 7499 Drive your ideas e You can directly select the GP Sync radio Button amp Click on Submit button e Incase if there is a chance of having the same Order in Dynamics GP with which you would like to sync with the Order that s been in Magen
21. Quantity on Hand amp Available of an Item prior updating the Inventory Confidential i95Dev 55 of 52 2171 2013 Call us Now 301 760 7499 RA Item Maintenance File Edit Tools Additional Help ravi Platinum 9 4 2012 Short Description CD ROM Generic Description CO ROM Class ID Item Type Sales Inventory v Quantity Decimals Valuation Method FIFO Perpetual Currency Decimals Sales Tax Option Purchase Tas Option Nontaxable Tas Schedule ID b Tax Schedule IE O mai U of M Schedule ID i Standard Cast 0 00 Current Cost 45 00 shipping Weight List Price 0 00 Quantity On Hand Options _Accounts Quantity Available re 14 d P Fl by Item Number i gt Fig Inventory of an Item in Dynamics GP e Now Go to Purchasing e Select Purchasing gt Purchase Order Entry which pops up Purchase Order Entry window e Select Type Standard amp Currency ID USD e Select the required Vendor ID Buyer ID etc e Select the required Item UofM Only Each amp Provide the required Quantity as_shown in the following figure e Remember the PO Number In case if you don t remember the last PO Number would be the recent one Confidential i95Dev 36 of 52 2171 2013 Call us Now 301 760 7499 File Edit Tools View Options Help i Save Blatter Actions a vendor ID Description 1 268 T wancHouse S swa smo Remaining FO Subtotal 4 500 00 Trade Discount Frein Miscellaneous gt A0 ia Co
22. T MY VYISHLIST amp MY CART 1 v CHECKOUT M Magento Q Enter search keyword GO products New Products Checkout Check Je Your Checkout Checkout Method Progress Login Checkout as a Guest or Register Billing Address Already registered Please log in below Register with us for future convenience Shipping Address Checkout as Guest Shipping Method Email Address Register Payment Method Password Forgot your password CONTINUE BILLING INFORMATION SHIPPING INFORMATION Fig Checkout as a Guest Customer e Click Continue e Fill the Billing Shipping Payment etc details e Click Place Order Checkout youn Anadan migrasi Billing Address change Nick Jones i 155 Gibbs St 512 Order Review Maryland Maryland MD 20850 PRODUCT NAME PRICE QTY SUBTOTAL United States T 301 760 7199 new watch 200 00 1 200 00 Shipping Address change Subtotal 200 00 Nick Jeisns Shipping amp Handling Flat Rate Fixed 5 00 155 Gibbs St 512 Maryland Maryland MD 20850 United States Forgot an Item Edit Your Cart PLACE ORDER T 301 760 7199 Grand Total 205 00 Shipping Method change Flat Rate Fixed 5 00 Payment Method change Credit Card saved Credit Card Type Visa Credit Card xxxx 1111 Number Name on the Card visa Fig Guest Customer Placing an Order Confidential i95Dev 31 of 52 2171 2013 with the Guest Customer Information Call us Now 301 760
23. a File Edit Tools Help ravi Platinum 9 7 2012 Lj Save Clear x Delete fr Write Letters Sg Customer ID Hod 17 Inactive Parent Customer ID Statement Name Priority Address ID weestapd A Contact Address D MN ae lt IP Code Country Code SS Country ET Comment 1 Bill To si Comment 2 Statement To Trade Discount Salesperson ID Payment Terms Territory ID Discount Grace Period Due Date Grace Period User Defined 2 Price Level Accounts Address Options 14 4 pb Fil by Customer ID Fig Customer Created in Microsoft Dynamics GP e You can also view the email address that you provided in Magento over Dynamics GP e Click the T icon which is next to the Address ID that pops an Internet Information window Confidential i95Dev 12 of 52 2171 2013 Call us Now 301 760 7499 You will see the email address as shown in the following figure EM Internet Information JD EG File Edit Tools Help ravi Platinum 9 7 2012 Ei Save Clear X Delete Select Information for Customers hol Customer ID Address ID E mail Addresses Login Password User Defined 1 User Defined 2 Additional Information 14 4 P Fl Fig eMail Address Created in Microsoft Dynamics GP Creating Customer with Billing amp Shipping Address from Magento Front End Menu Navigation Open Magento Store Confidential i95Dev 15 of 52 2171 2013 Call us Now 301 760 7499 Drive PE e Navigate to
24. avigate to the Add New Address screen Provide the required Address details such as First Name Last Name Address details You can add this new address to Shipping or Billing address 15 of 52 2 7 2013 Drive your ideas Call us Now 301 760 7499 e You will have two check marks i e Use as my default shipping address or billing address e Check mark any one of the two options based on your requirement as shown in the following figure h ly Account Account Dashboard Account Information Address Book Order History Billing Agreements Recurring Protiles My Product Reviews My Tags hy Wishlist My Downloadable Products Newsletter Subscriptions Gift Card Gift Registry My Invitations Credit History Credit Payment Finance Charges Compare Products You have no items to compare Add New Address Contact Information amp First Name Last Name Company Telephone Fax Address O Address City State Province fip Postal Code Country Use as my default billing address Use as my default shipping address 654254 dafs455 dall Florida 554 United States a e SAVE ADDRESS Required Fields Fig Default Shipping Address Creation of a Customer e Click on Save Address e You will see the different addresses for Shipping as well as for Billing addresses as shown in the following figure Confidential i95Dev 16 of 52 2 7 2013 Drive your ideas M
25. cesscccesccceseceeessceesescenes 34 DISPLAY CUSTOMER ORIGIN IN MAGENTO CUSTOMER GRID VIEW cccccccsecccssecccesscceessscesescenes 34 GP TO MAGENTO INVENTORY QTY WEIGHT PRICE AND COST UPDATE ccccccessssteeeeeees 35 GP CONNECTIVITY SIGNAL DISPLAY IMPLEMENTATION RELEASE IT oomoooonoovnnnoennnevnnnvvnnevnnneenen 40 FAILED TRANSACTION CUSTOMERS ORDERS SYNC REPORT FROM MAGENTO TO GP PRP AS C U EE EEE 42 CONFIGURATION IMPLEMENTATION FROM MAGENTO TO GP RELEASE I ou eeecceeeeeeeee 44 LOCALE IMPLEMENTATION WITH DEFAULT ENGLISH RELEASE Il rrrrnrrrrrrornnnrrrrrrrrnnnrrrrrrrnnnnrnnn 47 MULTI CURRENCY IMPLEMENTATION RELEASE II cece ccccccssssccceessssseecceeessseeeceeeesssseeeeeeesaaes 49 Confidential i95Dev 2 of 52 2 1 2013 Call us Now 301 760 7499 i95Dev Magento GP Connect User Manual Silver Magento is a different entity that falls under eCommerce software where as Microsoft Dynamics GP is another kind of entity that falls under stand alone ERP unlike Magento i95Dev Magento GP Connect is an extension that s developed under the i95Dev Research amp Development which helps to integrate these two entities i e Magento amp Dynamics GP As there is no easier way to directly integrate these two i e Magento amp Dynamics GP a Comprehensive Customization tools are invented to enable Net developers to create a real time transactional connections between Magento amp Microsoft Dynam
26. d to Checkout button over the next screen e Login with Customer Credentials created earlier e Or register as a New Customer if you did not register earlier e Select Billing amp Shipping Addresses amp Provide the required details e Select one of the Shipping Methods and Continue e Select Payment Information and Continue Confidential i95Dev 49 of 52 2171 2013 Call us Now 301 760 7499 Checkout ni Progress Order Review Billing Address change i95devteam i95devteam california central califonria California 30006 United States Samsung C3303 Champ Unlocked 141 34 1 141 34 T 9052451122 PRODUCT NAME PRICE QTY SUBTOTAL F 9846902089 Subtotal 141 34 Shipping Address change Shipping amp Handling Free Shipping Free 0 00 i95devteam i95devteam Grand Total 141 34 california central califonria California 90006 Your credit card will be charged for 200 00 United States T 9052451122 F 9848902089 Forgot an Item Edit Your Cart PLACE ORDER Shipping Method change Free Shipping Free 0 00 Payment Method change Cash On Delivery Fig Checking Out a Product with Euro Currency e Click on Place Order e In order to check back at Magento Back End follow the navigation mentioned e Open Magento Admin Panel e Select Sales gt Order e Open the required order that s been placed from Magento Front End e You will see the following screen with all the details of the Order in th
27. dit Ld Save Type Type ID Document No Tools View Actions Order OROST 2920 P2004000004 Eric wapnel Customer ID Customer Hame Ship To Address 02 Line Items by Order Entered Del gt ken Number WATCH Amount Recerved Terms Discount Taken On Account Comment ID User Defined E d k Fl by Document Ho Options D O ofh E EACH E Additional Help STDORD an gt kal 155 Gibbs f ty Ordered 0 00 205 00 gt 0 00 0 00 eala gt Document Status Date Batch ID Default Site ID Customer PO Number Currency ID gt AK E Unit Price 1 200 00 0 00 Subtotal Trade Discount Freight Miscellaneous Tax Total Hew Call us Now 301 760 7499 SSS bbais Rudra Fabrikam Inc 4 12 2017 gt cala gt EA 4 1010 2011 SALES ORDER WAREHOUSE 2 US Extended Price 200 00 0 00 200 00 0 00 5 00 0 00 0 00 205 00 iy Fig Offline Order Created in Dynamics GP using Offline Sync process Magento Admin Offline Customer Update Menu Navigation e Open Magento Admin e Login to Admin Panel e Click on Manage Customers e If the particular Customer is not synced to Dynamics GP then you will see the following figure with two options i e GP Sync amp Manual Sync e You can directly select the GP Sync radio Button amp Click on Submit button e Incase if there is a chance of having the same Customer in Dynamics GP with wh
28. dit Card Number Expiry Date CVV code etc Select any Shipping Method such as UPS USPS FedEx amp Fill the information Click Place Order button Order Creation from Magento Front End Menu Navigation Note Assuming that the Customer is already logged in to the Magento Store Open Magento store Navigate to Products Menu gt Select Product S gt Add to Cart Click on Proceed to Checkout button over the next screen Login with customer credentials created earlier Or else register as a new customer if you did not register earlier Select Billing amp Shipping Addresses amp Provide the required details Select one of the Shipping Methods and Continue Select Payment Information and continue Click on Place Order Confidential i95Dev 22 01 52 2171 2013 Call us Now 301 760 7499 Order 100001185 Sep 7 2012 2 30 48 PM Back Ba Bee Beds Mei Be Bik MC ces oe Order 100001185 Order confirmation email not sent Account Information Order Date Sep 7 2012 2 30 48 PM Customer Name jimm kelli Order Status Pending Email kelli test com Purchased From Main Website Main Website Store Default Store View Customer Group General GP Order Information GP Order ID ORDST3508 GP Order Status Hew Billing Address Shipping Address jimm kelli jamesstreet Rockville Maryland 21136 United States T 1212121Extn 0000 jimm2 kelli 2 jamesstreet2 Rockville Maryland 21136 United States T 1212121Extn 0000
29. e Euro Currency but the Order was placed in Admin with Base Currency i e USD e You can even find the Euro Currency getting applied for each and individual line item as shown in the following figure Confidential i95Dev 50 of 52 2171 2013 Call us Now 301 760 7499 eS Order 100000102 Nov 20 2012 5 43 10 AM Back io Order Date Nov 20 2012 5 43 10 AM NE Dave Johnson Order Status Pending Email davejohnsonii i95dev com Purchased From Main Website Customer Group LEWISHAMILTON Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information 0 7067 EUR USD rate GP Order ID ORDST5279 GP Order Status New Billing Address Shipping Address i95devteam i95devteam california central california central califonria California 90006 califonria California 90006 United States United States T 9052451122 T 9052451122 F 9848902089 F 9848902089 i95devteam i95devteam Payment Information Shipping amp Handling Information Cash On Delivery Free Shipping Free 0 00 0 00 items Ordered Product Item Status Original Price Price Qty Subtotal Tax Amount TaxPercent Discount Amount Row Total Samsung C3303 Champ Unlocked Ordered 200 00 200 00 Ordered 1 200 00 0 00 0 0 00 200 00 SKU 987 asd 141 34 141 34 141 34 0 00 0 00 141 34 Comments History Order Totals Add Order Comments Subtotal 200 00 Status 141 34 Pending PE Shipping amp Handlin
30. ed in as admin Wednesday November 21 2012 p Newsletter Customers CMS Promotions Reports System of 1 pages View 20 w perpage Total 6 records found Name Error Message Get help for this page Add New Reset Filter Search Date Action customer v customer customer customer customer customer customer james rion jindol jock james wilson erica From To S Nov 21 2012 12 19 07 AM Nov 21 2012 12 25 02 AM Nov 21 2012 12 26 28 AM Nov 21 2012 12 28 22 AM Nov 21 2012 1 24 22 AM Nov 21 2012 1 25 05 AM Fig Report of Failed Customer e Select Scheduler Name Order from the drop down list e Click Search e You will see report of all the failed Order as shown in the following figure Magento Enterprise gg as cnn ees November 21 2012 gt Dashboard Newsletter Sales Reports Catalog Mobile Customers Promotions CMS System Gethelp for this page i95Dev Sync Failed Records Report Add New Reset Filter Search Action Page 1 of 1 pages View 20 w perpage Total 3 records found Scheduler Name Identified Humber Name Date order v nr From 3 To 7 Nov 20 2012 9 39 48 PM Nov 21 2012 2 52 37 AM Nov 21 2012 3 04 55 AM order 100000122 100000139 100000144 guest cust lk order register 123 order register 123 Fig Report of Failed Orders Configuration Implementation from Magento to GP Release Il
31. een selected from Magento as shown in the following figure Confidential i95Dev 19 of 52 2171 2013 Er Sales Transaction Entry File Edit Tools View l Save Type Type ID Document Ho Options Additional Help Actions Y Order v STDORD ORDST3508 23 0 gt sos COE dimme Customer ID pram kelli C Bie aa Line Items by Order Entered Customer Name Ship To Address Item Number DEMO1901 Description Demo product Oty to Deliver Oy Fulled Nest Markdown Unit Cost Req Ship Date Date Shipped Amount Recernved Teme Discount Taken On Account Comment ID Holds User Defined Distibutions Commissions Document Status Batch ID Default Site ID Customer PO Number Currency ID GAS bud avddeet gt A E Unt Pice dem 9 mem O Call us Now 301 760 7499 m Ia i ravi Platinum 9 f2012 Extended Price Site ID Price Level Ship To Address ID Shipping Method Subtotal Trade Discount Freight Miscellaneous Fig Shipping Method Creation in Microsoft Dynamics GP Order Place with Custom Pricing from Magento Backend to GP Release II Menu Navigation e Open Magento Admin e Login as Admin e Select Sales gt Orders e Click Create New Order as shown in the following figure Confidential i95Dev 20 of 52 2 7 2013 Call us Now 301 760 7499 Magento E nte rp ri se Logged in as admin Tuesd Jovember 20 2012
32. er Currency US Dollar v Customer s Current Activities items Ordered Add Products Update Changes Product Price Qty Subtotal Shopping Cart 0 Z wilson products123 se 360 00 1 360 00 0 00 360 00 v No items SKU 789 qw Configure Custom Price Mapply 200 00 Discount Row Subtotal Action Gift Options Total 1 product s Subtotal 360 00 0 00 360 00 Enter custom price excluding tax Update Items and Qty s Fig Providing a Custom Price for a Product e Click Update Items amp Qty Confidential i95Dev 21 01 52 2171 2013 Call us Now 301 760 7499 Magento E nte rp ri se Logged in as admin Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page amp Create New Order for rock vally in Default Store View Order Currency US Dollar v Customer s Current Activities Items Ordered Add Products Update Changes Product Price Shopping Cart 0 Z wilson products 123 Tay 200 00 1 200 00 0 00 No items SKU 789 qw Custom Price M Apply Qty Subtotal 200 00 Gift Options Total 1 products Subtotal 200 00 0 00 200 00 Enter custom price excluding tax Update Items and Qty s A Coupon Code Gift Cards Wishlist 0 2 ply Coup Wale Apply Add Gift Card Fig Added Custom Price to a Product Fill the Billing Address and Shipping Address Select the Payment Information Fill the Credit Card details like Name of the card member Cre
33. esday November 21 2012 E Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System O Get help for this page One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh cache types eS Orders Create New Order Page 1 of 7 pages View 20 w perpage Total129 records found GY New Order RSS ag Exportto CSV v Export Reset Filter EI Select Visible Unselect Visible 0 items selected Actions v Ei Order GP Order Origin Purchased From Store Purchased On I Billto Name Ship to Hame G T Base G T Purchased Status Action Fig GP Connectivity Blinking Signal Red e If you click the Red Blinking Icon you will see a window which provides you with the last 5 failed amp 5 successful Orders as shown in the following figure Confidential i95Dev 41 of 52 2171 2013 Last Five Succesfull Orders Magento Order ID 100000152 100000151 100000150 100000149 100000148 GP Order ID ORDST5326 ORDST5325 ORDST5324 ORDST5323 ORDST5317 Last Five Failed Orders Magento Order ID 100000144 100000139 100000122 GP Order ID i95Dev GP Connect Customer Name sern sreyan sreyan admin guestq Customer Name register register quest cust Close Window Total 397 65 910 00 730 00 J 253527 1 427 75 Total 1 344 76 885 51 454 00 Fig Displaying Last 5 Failed amp Successful Orders Call us Now 301 76
34. g 0 00 Comment 0 00 Grand Total 200 00 141 34 F Total Paid 0 00 0 00 C Notify Customer by Email Submit Comment Total Refunded 0 00 visible on Frontend 0 00 Total Due 200 00 Nov 20 2012 5 43 11 AM Pending 141 34 Customer Notified Fig Order Creation at the Magento Back End with the Specified Currency In order to check back the Order Creation in Dynamics GP that s been done from Dynamics GP Please follow the navigations Menu Navigation e Open Dynamics GP e Navigate to Sales Card gt Sales Transactions Entry under Sales Section e Select Type ID as Order e Click on Look Up button for Document No e Select Order ID from look up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the following figure Confidential i95Dev 51 of 52 2117 2013 Call us Now 301 760 7499 e i95Dev GP Connect Extension has the flexibility to submit Order with New and Existing Customer Em Sales Transaction Entry File Edit Tools View Options Additional Help ravi Platinum 11 20 2012 l Save Actions Twpe TwpeID Oris stmo Sf Document No Batch ID Customer ID DAVEJOHNSONT2 f 1930 Default Site ID Customer Name Customer PO Number ka Line Items by Order Entered hem Number OAA 0luem A Gy Ordered ANE Extended Price 287480 Dem 1 520000 0 00 Subtotal 200 00 Trade Discount 0 00 On Account Freight 0 00 M
35. hat you would like update Inventory for e Check the Quantity on Hand amp Available e You will see the updated inventory for the same item Confidential i95Dev 38 of 52 2 7 2013 Call us Now 301 760 7499 RM Item Maintenance File Edit Tools Additional Help Li Save Cla X Delete E3 Copy Item Number B Description 24 LD RUM Short Description CD ROM Generic Description CD RUM Class ID ltem Type Quantity Decimal Valuation Method FIFO Perpetual Currency Decimals Sales Tax Option Purchase Tax Option Nontaxable Tas Schedule ID Tae Schedule ID U of M Schedule ID Standard Cost 0 00 Current Cost i 45 00 Shipping Weight List Price l lt p gt Quantity On Hand Jelle Heel sluantity Available 14 d P P byltem Number Fig Updated Inventory Check for an Item in Dynamics GP In order to check back the Inventory Update for a Product in Magento that s been done from Dynamics GP Please follow the navigation Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Catalog gt Manage Products e Search for the required Product amp Open e You will see the required inventory Information in Magento that s been updated from Dynamics GP as shown in the following figure Confidential i95Dev 39 of 52 2171 2013 Call us Now 301 760 7499 Product Information 9 CD ROM Default Back General Meta Information Manage Stock p Images Use Config Settings Recurring Pr
36. ich you would like to sync with the Order that s been in Magento then you have to doja manual sync e Select the Manual Sync radio button amp Click on Submit button Confidential i95Dev 21 Of 52 2 7 2013 Call us Now 301 760 7499 Mobile Customers Promotions Newsletter CMS Reports System Get help for this page p to date Product Prices Click here to go to Index Management and rebuild required indexes gt Stalin C Back Reset Create Order Delete Customer Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed The customer does not have default billing address Account Created on Account Created on AmericaLos Angeles Aug 23 2012 3 27 33 AM Account Created in Admin Customer Group General GP Customer Information O GP Syne ed OManual Sync we Fig Offline Customer Sync from Magento to Microsoft Dynamics GP Mobile Customers Promotions Newsletter CMS Reports System O Get help for this page p to date Product Prices Click here to go to Index Management and rebuild required indexes gt Stalin C Back Reset Create Order Delete Customer Save Customer Save and Continue Edit Personal Information Last Logged In Never Offline Default Billing Address Confirmed email Confirmed The customer does not have default billing address Account Created on Account Created
37. ics Great Plains to expand a potential for new features and functionality i95Dev GP Connect Extension Silver version supports the following Features Customer Update from Magento to GP ll Inventory Update from GP to Magento Ill Customer Order Data Update from Magento to GP IV Customer Offline Update from Magento to GP V Order Offline Update from Magento to GP i95Dev Magento GP Connect User Manual The following User Manual document helps the Silver users in knowing much about the features and the way it works It also educates the users to know the in depth of each and every functional feature Confidential i95Dev 3 of 52 2 7 2013 Call us Now 301 760 7499 Customer Creation from Magento Admin Menu Navigation Open Magento Admin Login to the Admin Panel Navigate to Customers gt Manage Customers Click on Add New Customer It navigates to New Customer Provide Customer Details set Associate to Website Main Website All the mandatory fields must be provided as shown in the following figure Account Information Created At hazm M Associate to Website Main Website Created From Default Store View Group Prefix First Mame Middle Name Initial Last Name Sufix Email Date Of Birth TaxwVAT Number Gender Password Management New Password Or C Send auto generated password Fig Creating a Customer from Magento Admin Confidential i95Dev 4 of 52 2 7 2013 Call us Now 301 760 7499
38. identify that particular customer at Magento You can see the GP Customer ID in the following figure Confidential i95Dev S 52 2 7 2013 Call us Now 301 760 7499 gt James Watmore 4 Back Create Order Delete Customer Manage Shopping Cart amp Save and Continue Edit Personal Information Last Logged In Dec 21 2011 10 54 30 PM Offline Default Billing Address Confirmed email Confirmed James Watmore Account Created on Dec 21 2011 4 49 23 PM Account Created in Default Store View mu ae james street ribbs road door not 12 4568 568 ee Fer california cnetral California 90006 United States T 91 997 4007 15125 F 1 8956238974 GP Customer Information GP customer Id g20s000008 Website Store Store View Lifetime Sales Main Website Main Website Store Default Store View 246 46 All Store Views Average Sale 246 46 246 46 246 46 Recent Orders v Shopping Cart 3 item s Wishlist 0 item s O Q Fig Customer with saved Addresses In order check back the Customer Creation in Dynamics GP Please follow the navigation Menu Navigation e Open Dynamics GP e Navigate to Sales gt Customer under Cards Section e Click on Look Up button for a particular Customer ID e Select a particular Customer ID from the look up window e Customer Maintenance window gets popped up with Customer Details in Dynamics GP as shown in the following figure Confidential i95Dev 6 of 52 2 7 201
39. iscellaneous 0 00 Comment ID a Tax 0 00 Holds User Defined Distributions Commission Total 200 00 faar Pll byDccumertNo Fer Fig Order Created in Microsoft Dynamics GP with Base Currency USD Confidential i95Dev 52 of 52 2171 2013
40. l i95Dev T of 52 2 1 2013 Call us Now 301 760 7499 Customer Update from Magento Admin Menu Navigation Open Magento Admin Login to Admin Panel Account Information Created At Navigate to Customers gt Manage Customers Select the existing customer and modify the customer details as per your requirement Open the required Customer Click Account Information which is on the left side under Customer Information column Edit the Customer Details as shown in the following figure 12 21 11 E Associate to Website Main Website Created From Group Prefix First Name Middle Name initial Last Name Sufix Email Date Of Birth TaxVAT Number Gender New Password Confidential i95Dev Default Store View General x James Wat Password Management Send auto generated password Fig Updating the Existing Customer Details o Update the Billing amp Shipping Address details of customer 8 of 52 2 7 2013 shown in the following figure Customer Addresses Add Mew Address James VWatmore oo i95dev Maryland city james street ribbs road door not 12 FA4568 568 california cnetral Maryland 21136 United States T 91 997 4007 15125 F 1 8956238974 Default Billing Address Default Shipping Address Edit Customer s Address Prefix First Mame Middle Name initial Last Mame Suffix Company Street Address City Country State Province Zip Po
41. m Status Original Price Price Oty Subtotal Tax Amount Tax Percent Discount Amount Row Total Ordered 200 00 200 00 Ordered 1 200 00 0 00 0 0 00 200 00 Order Totals Subtotal 200 00 Shipping amp Handling 5 00 Grand Total 205 00 Total Paid 0 00 Total Refunded 0 00 Total Due Grand Total Submit Comment Fig Guest Customer Placing an Order In order to check back the Order Placement by a Guest Customer in Dynamics GP that s been done from Magento Please follow the navigation Confidential i95Dev 32 of 52 2 7 2013 Call us Now 301 760 7499 Drive your ideas Menu Navigation e Open Dynamics GP e Navigate to Sales Card gt Sales Transactions Entry under Transactions section e Select Type ID as Order e Click on Look Up bution for Document No e Select Order ID from look up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the following figure Bal sales Transaction Entry Eile Edit i Save Type T ype ID Document Ho Tools Whew Actions Y Order ORDST 2925 GUESTOOOOS9 Customer Name Wick Jones Ship To Address 01 Customer ID Line Items by Order Entered Item Humber WATCH Amount Recened Terms Discount Taken On Account Comment ID User Defined I4 d P H by Document No Confidential i95Dev Options MEL D UdfM E EACH E Additional Help STDORD td LI gt 1 gt 2 155 Gibbs St 512 CA Oty Ordered
42. mpany Tas Sched Fig Generating Purchase Order for an Item e Click Save amp Close the Purchase Order Entry window e Now Select Purchasing gt Receiving Transaction Entry which pops up Receiving Transaction Entry window e Provide Vendor ID PO Number Item and other required fields as shown in the following figure Confidential i95Dev 37 of 52 2171 2013 AM Receivings Transaction Entry File Edit Tools View Options Help Call us Now 301 760 7499 Gel Save X Delete Void 4 Post FG Auto Rev IL Renante Type Receipt No Yendor Doc No Date Batch ID Shipment a RCT1175 Ooo 9 4 2012 vendor ID Currency ID 7 U5 PONumber Alten GRU Gy Shipped EN Unt Cot 192 Desorption Description P0208689 2d IDE E By v REHOUSE RE w 24x CD ROM h mes ie 0 00 1099 Amount Payment Terme Landed Cost Func Total Tax Schedule ID al Previousl Shipped Previously invoiced 45 00 0 00 0 0 00 000 Freight prone Miscellaneous FI 00 Tax SU p Total 0 00 Subtotal Trade Discount Landed Cost Distributions User Detined Fig Posting Purchase Order for an Item e Make sure you remove any kind of Batch ID in the above screen e Click on Post e In order to check back the Inventory updated for the same item in Dynamies GP follow the navigation mentioned e Select Inventory gt Items which pops up an Item Maintenance window e Select required Order t
43. nd select one of the method Check the Grand Total Click on Submit Order Once you click on Submit Order the order gets created in Microsoft Dynamics GP with Dynamics GP Order ID If you able to see the GP Order ID at Magento then it indicates that the order is successfully synced from Magento to Dynamics GP GP Order ID gets created for every order that is submitted from Magento store as shown in the following figure Back Baia Bee Beis me Invoice BG Ship F Reorder amp Order 100001185 Sep 7 2012 2 30 48 PM Order 100001185 Order confirmation email not sent Account Information Order Date Sep 7 2012 2 30 48 PM Customer Hane jimm kelli Order Status Pending Email kelli test com Main Website Customer Group General Main Website Store Default Store View Purchased From GP Order Information GP Order ID ORDST3508 GP Order Status Hew Billing Address Shipping Address jimm kelli jimm2 kelli 2 jamesstreet jamesstreet2 Rockville Maryland 21136 Rockville Maryland 21136 United States United States T 1212121Extn 0000 T 1212121Extn 0000 Payment Information Shipping amp Handling Information Purchase Order United States Postal Service Priority Mail Large Flat Rate Box 65 45 Purchase Order Number PY MNTOOOO00001 153 Items Ordered Product tem Status Original Price Price Oty Subtotal Tax Amount Tax Percent Discount Amount Row Total Demo produ Ordered 138 00 138 00 Ordered 2 276 00 0 00 0 0 00
44. ns isible 0 iteMselected Actions X Submit Order GP Order Origin Purchased On Bill to Hame Ship to Name G T Base G T Purchased Status Action Any From From From v To ml To To 100000079 ORDST2739 Website Aug 23 2012 Willium Richards Willium Richards 1 511 89 1 511 89 Processing View 2 51 17 PM 100000290 ORDST2875 GP en Willium Jones Willium Jones 2 541 00 2 541 00 Pending View PM 100000269 ORDST2864 GP Aug 24 2012 5 18 23 test customer test customer1 122 59 122 59 Pending PM 100000271 ORDST2865 GP Aug 24 2012 5 26 24 test customer test77 customer1 122 59 122 59 Pending PM 100000277 ORDST2868 GP Aug 24 2012 5 48 31 test customer1 test 7 customer1 122 59 122 59 Pending PM Fig Displaying Order Origin Display Customer Origin in Magento Customer Grid View Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Customers gt Manage Customers Confidential i95Dev 34 of 52 2171 2013 Call us Now 301 760 7499 e You will see the following screen with the Customer Origin which lets you know about the Drive your ideas Customers that s been placed from Magento as well as Dynamics GP e Ifthe Customer Origin gt GP it indicates that the Customer is placed from Dynamics GP e Ifthe Customer Origin gt Website it indicates that the Customer is placed from Magento Magento Ente rp rise Global Record Search Record Search Logged in as admin VY Dashb
45. oard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System O Get help for this page oe One or more of the Indexes are not up to date Product Prices Click here to go to Index Management and rebuild required indexes 2 Manage Customers Add New Customer Page 1 F of19 pages View 20 p lkage Total 365 records found 3 Export to CSV v Reset Fitter J Search Select All Unselect All Select Visible Unselect Viss 0 items selected Actions Submit ID GP Customer ID origin Name Email Group Telephone ZIP Country State Province Customer Since Action Any v From All Coun w From 3 To To 7 1 G20PL000273 Website Parker parkerstella gmail com General 222222Extn 0000 21136 United Maryland Aug 21 2012 6 02 42 Steella States PM 2 G20PL000274 Website John johnsteve gmail com General 2222220000Extn 0000 21136 United Maryland Aug 21 2012 6 16 25 Steve States PM 3 TE GP test gp gpuserTESTGP10 F abrikaminc com General 1000000000Extn 0000 21136 United Maryland Aug 21 2012 6 24 10 States 4 G20PL000275 Website Ricky rickyjohn gmail com General 3333330000Exn 0000 60609 United Illinois Aug 21 2012 6 34 41 John States PM Fig Displaying Customer Origin GP to Magento Inventory Qty Weight Price and Cost Update Menu Navigation e Open Dynamics GP e Select Inventory gt Items which pops up an Item Maintenance window e Select required Item that you would like update Inventory for e Check the
46. ofile Gty 100 pe Qty for Item s Status to become o A Gift Options Out of Stock Use Config Settings Inventory Minimum Gty Allowed in Shopping Categories Cart Use Config Settings Related Products Maximum Gty Allowed in Shopping 10000 Up sells Cart Use Config Settings Qty Uses Decimals No Mr sl A Backorders Allow Qty Below 0 Product Tags use Contig Settings Notify for Quantity Below 1 Custom Options Use Config Settings Mer iiaee tel Grohe ieee Rear MEET een Use Config Settings Stock Availability In Stock Fig Updated Inventory Check for an Item in Magento GP Connectivity Signal Display Implementation Release Il Menu Navigation e Open Magento Admin Panel e You will see the following Blinking Signal in the header as shown in the following figure Magento E nte rp ri se C Global Record Search Record Search Logged in as admin Wednesday November 21 2012 j Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System O Get help for this page One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh cache types eS Orders Create New Order Page 1 gt of pages View 20 w perpage Total129 records found 6Y New Order RSS E Exportto CSV v Reset Filter Search Select Visible Unselect Visible 0 items selected Actions v ETT Order GP Order Origin Purchased From Store Purchased On I Billto Name Ship to
47. on provides the flexibility to update customer in different ways 2 7 2013 Call us Now 301 760 7499 Drive your ideas Customers can be created o Without Shipping amp Billing Addresses o Either With Shipping or Billing address o Either With Same or Different Shipping and Billing Addresses o With Multiple Addresses Customer Creation from Magento Front End Menu Navigation e Open Magento Store e Navigate to Login e Click on Create an Account button e Fill the Customer Details and Click on Submit as shown in the following figure Create an Account Personal Information First Name Last Name Dennis Wang Email Address Dennis i95dev com Sign Up for Newsletter Login Information Password Confirm Password Required Fields SUBMIT Fig Customer Creation from Magento Front End e Once the submit button is clicked the Customer gets created in Microsoft Dynamics GP with a specific GP Customer ID Confidential i95Dev 11 of 52 2171 2013 Call us Now 301 760 7499 In order to check back the Creation of Customer that you did from Magento in Dynamics GP Please follow the navigations Menu Navigation e Open Dynamics GP e Navigate to Sales gt Customer under Cards section e Click on Look Up button for Customer ID e Select Customer ID from the look up window e Customer Maintenance window gets popped up with Customer details in Dynamics GP EM Customer Maintenance Pla E
48. otal 14 records found Reset Filter Search Scheduler Name Identified Humber Name Error Message Date Action v From To 7 product N 38 johnson Nov 17 2012 3 55 29 AM om product 39 Samsung C3303 Champ Unlocked GP Server Not able to Responce Nov 17 2012 3 55 49 AM product 40 offline product Nov 17 2012 5 10 20 AM product 41 jennath GP Server Not able to Responce Nov 17 2012 5 12 26 AM product 55 Acer Tempo DX900 Dual SIM Unlocked Nov 19 2012 3 45 48 AM customer 53 james rion Nov 21 2012 12 19 07 AM customer 54 jindol Nov 21 2012 12 25 02 AM customer 55 jock Nov 21 2012 12 26 28 AM customer 56 james Nov 21 2012 12 28 22 AM customer 57 wilson Nov 21 2012 1 24 22 AM customer 58 erica Nov 21 2012 1 25 05 AM order 100000122 quest cust IK Nov 20 2012 9 39 48 PM order oa 100000139 register 123 Nov 21 2012 2 52 37 AM order 100000144 register 123 Nov 21 2012 3 04 55 AM io ic gt io io io io w we w w w Lal 3 gt 5 I 5 gt ea aal Fig Report of Failed Customer Orders e Select Scheduler Name Customers from the drop down list e Click Search e You will see report of all the failed Customers as shown in the following figure Confidential i95Dev 43 of 52 2171 2013 Magento Enterprise Dashboard Sales Catalog Mobile i95Dev Sync Failed Records Report Page 1 Scheduler Name Identified Humber Call us Now 301 760 7499 Global Record Search Logg
49. rd plat http 1 92 168 0 150 enterprise T1 10 1 1 apiv2 soi fabrikaminc 46 of 52 2 7 2013 Call us Now 301 760 7499 Locale Implementation with Default English Release I Menu Navigation e Open Magento Admin Panel e Select System gt Configuration e Click i95Dev GP Connect Setting where in you will see the GP Configuration button as shown in the following figure POF Printouts GP Configuration GF Configuration GP Configuration n STORE WIE Please Click Here For GP Configuration Moneybookers SERVICES Magento Core API ADVANCED Developer I95DEV GP CONNECT 195Dev GPConnect Settings Fig GP Configuration e Once you click the GP Configuration button you will see the Configuration Fields that you need to provide as shown in the following figure e Provide required fields of the GP Configurations in Magento amp Click Save Confidential i95Dev 47 of 52 2171 2013 Call us Now 301 760 7499 Drive your ideas GP Configurations GP Configurations Customer Prefix Numeric Digits Default Address Key Company key Batch Id Guest Prefix Price Level Key ID API User AFI LUserPAD Domain Document IO Default JOM Tax type Default Tax Default Site Id UnSaved Address Prefix Custom Webservice FulFillment Document td GP Company Database Magento Vehservice URL Company Mame B wWebstadd 3 sales order quest default
50. stal Code Telephone Fax Call us Now 301 760 7499 You also have an option to update different addresses that you have saved earlier You can also edit the Default Billing amp Shipping Addresses by selecting radio buttons as i9S5dev Maryland city james street ribbs road door not 12 4568 568 Bas o Fig Updating Customer Addresses Click Save Customer Personal Information Last Logged In Dec 21 2011 10 54 30 PM Offline Confirmed email Confirmed Account Created on Dec 21 2011 5 30 00 AM Account Created in Default Store View Customer Group General GP Customer Information Default Billing Address James Wat more i95dev Maryland city The updated Customer Information also gets updated in Dynamics GP The Customer Information gets updated in Magento as shown in the following figure james street ribbs road door not 12 4568 568 california cnetral Maryland 21136 United States T 91 997 4007 15125 F 1 8956238974 GP customer Id g20s000008 Sales Statistics Store ain Website Main Website Store Store View Default Store View Lifetime Sales Average Sale 246 46 All Store Views Recent Orders Shopping Cart 3 item s Wichlict Nitamfel 246 46 Fig Updating the Existing Customer Confidential i95Dev 9 of 52 In order to check back the Customer Creation in Dynamics GP please follow the navigation 2 7 2013 Call us Now 301 760
51. to then you have to do a manual sync e Select the Manual Sync radio button amp Click on Submit button Mobile Customers Promotions Newsletter CMS Reports System Get help for this page to date Product Prices Catalog Search Index Click here to go to Index Management and rebuild required indexes eS Order 100000043 Aug 22 2012 4 25 12 PM Back Send Email Hold AGF DEN Aug 22 2012 4 25 12 PM EE groven strae Order Status Processing Email mark 1343832479 biz i95dev com Purchased From Main Website Main Website Store Default Store View Customer Group General GP Order Information Order submitted offline Please click to Sync with GP GpSync smed OManual Sync Fig Offline Order Sync from Magento to Microsoft Dynamics GP Mobile Customers Promotions Newsletter CMS Reports System Get help for this page p to date Product Prices Catalog Search Index Click here to go to Index Management and rebuild required indexes eS Order 100000043 Aug 22 2012 4 25 12 PM Back EJ ETE Hold Order Date Aug 22 2012 4 25 12 PM Customer Name groven strae Order Status Processing Email mark 1343832479 biz i95dev com Purchased From Main Website Main Website Store Default Store View Customer Group General GP Order Information Order submitted offline Please click to Sync with GP GpSync OManual Sync Fig Offline Order Sync from Magento to Microsoft Dynamics GP Confidential i95Dev 25 of 52
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