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i95Dev Magento GP Connect Gold User Manual

1. 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 110 11 28 2012 Call us Now 301 760 7499 Magento E nte rp ri se Logged in as admin Tuesday November 20 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page E Orders gt Page 11 of4 pages View 20 perpage Total 73 records found GJ New Order RSS a Exportto CSV v Reset Filter Select Visible Unselect Visible 0 items selected Actions bd Submit Order GP Order 2 Origin Purchased From Store Purchased On 4 Billto Name Ship to Name G T Base G T Purchased Status Any From From From v To F To To Fl 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 Action 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 th
2. Fig Printing Reports Confidential i95Dev 93 of 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas e Click Ok e Click on Refresh e The Order Status changes to Ready to Print Post e Open the Fulfillment Order amp you will see that the Type ID changes from Fulfillment Order to Invoice as shown in the following figure z Ba Sales Transaction Entry File Edit Tools VWiewy Options Additional Help Maween Fabrikam Inc 4 12 2017 i Save Actans Y so Typer Type ID Invoice FULORD F Date 41 AL gt Document No FULORDI119 lL gt Batch ID SALES ORDER ca Cl gt Customer ID STATOO000405 gt Default Site ID WASAEHOLISE fad Customer Hame Mike 5amuels Customer PO Number Ship To Address 01 4 Jhonson Street 123 Ef Currency ID Z US Line Items by Order Entered ltem Number DEA gt D UU of ka Eal Invoice Quantity i Unit Price Extended Price B292 E EACH 1 50 00 im 0 00 0 00 Subtotal Amount Recenved 455 00 gt l 0 00 gt Trade Discount Freight Terms Discount Taken On 4ccaunt 0 00 z i Miscellaneous Comment ID bu gt aM I4 4h Rl by Document Mo Y Document Status Ready to Print Post Fig Changing the Order Status to Invoice i e Completed e Once the Order gets synced to Magento at this stage you can Post to General Ledger at any time e In order to check the Shipment Confirmation Status at Magento Admin follow the navigation e Open Magento Admin e Login to Admin Pa
3. 195Dev Magento GP Connect User Manual Gold Edition Version 2 0 One Church Street Suite 401 Rockville MD 20850 Tel 301 760 7499 Fax 301 576 3655 Document Details Authorized by Version No 1 0 Signature Date i95Dev November 28 2012 Call us Now 301 760 7499 Drive your ideas Contents i95Dev Magento GP Connect User Manual Gold 3 CUSTOMER CREATION FROM MAGENTO ADMIN ccccccccseccccssccccscccesecccesccccssccceusceeecceeeucceuscceusess 4 CUSTOMER UPDATE FROM MAGENTO ADMIN cccccccseecccsccccsscccescccesccecesccesssccceuecesucceeeeceesnsseusecs 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 ccccccsccccssscccsccccsscccesecccesccecsscceeuesccuseceseaeceseeceesscenes 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 sssssssersssssssersserssssresereserssscresereserssscresereseerseerest 21 MAGENTO FRONT END GUEST CHECKOUT cccccccecccccsscccesecccescccesccceesccceuscsceuecseeuecesseseseeseesecsenes 30 SHIPMENT CREATION FROM MAGENTO TO DYNAMICS GP cceccccseccccseccceseccceesceeeeseeses
4. FULORD1129 FULORD1130 FULORD1131 FULORD1134 Ready to Print Post Ready to Print Post Ready to Print Post Ready to Print Picking Ticket gp admini admin customer cust admin cust2 Christopher Samantha FULORD1128 Ready to Print Post test gp 9 3 2012 Nk 0 of 109 records selected Stopped Document Number FULORD1103 rti custi Pay ment Terms Net 30 Shipping Method GROUND Average Days to Pay YTD 0 9 4 2012 Bill To Address one church street test street test city NY 10004 United States Master Number 1323 U of M EACH Customer Name 9 4 2012 one church street test street test city NY 10004 United States Quantity 1 Actual Ship Date Ship To Address Requested Ship Date Price 2 541 00 Item Number EE112 Item Description eell2 Fig Advanced Distribution Transactions Select the same Fulfillment Document No Order Status gets changed to Ready to Print Picking Ticket in Dynamics GP In order to check the Ready to Print Picking Ticket Status at Magento Admin follow the navigation Open Magento Admin Login to Admin Panel select Sales gt Order Select the required Order amp Open It will show the following screen which provides the Order Status as Ready to Print Picking Ticket Confidential i95Dev 84 of 110 11 28 2012 Call us Now 301 760 7499 Order 100000257 Aug 24 2012 3 40 08 PM Back E Hold Order 100000257 Order
5. Ship To CALI Comment 1 SSS BilTo WEBSTADD WP AC Comment 2 SS Statement To WEBSTADD Trade Discount 0 00 PERAE ID Fayment Tems Ooo Territory ID A DiscoutGrace Period Wa lt 1 Type Due Date Grace Period Address User Defined 2 Price Level DEFAULT 4 dq P H by Customer ID x Fig Updating Customer Information in Dynamics GP e You can update each and every field of Customer Maintenance window for any Customer ID e You can even update the email address by Clicking i symbol which is next to Address Search icon as shown in the above section i e Customer Creation from GP with WEBSTAAD e Click Save In order to check back the Customer Information Updating in Magento that s been done from Dynamics GP Please follow the navigation mentioned Menu Navigation e Open Magento Admin e Select Customers gt Manage Customer Confidential i95Dev 57 of 110 11 28 2012 Call us Now 301 760 7499 e Select the customer that has been updated in Dynamics GP which shows the updated information of the Customer as shown in the following figure Customer Information e Christopher Samantha Back Create Order Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Account Information Main Website Associate to Website Created From Group Pretix First Name Middle Namednitial Last Name Samantha Suffix Email CSamantha test com AF Date O
6. a cs Ly Address ID Contact Amazon Pore 1 Address Al Street Phone 2 City Newyork State ZIF Code B3633 Country Code Country United States pa Li O Ship To J Comment 1 SE Comment 2 Statement To i Trade Discount Salesperson ID Payment Terms Teritory ID Discount Grace Period Due Date Grace Period User Defined 2 Price Level Accounts Address Options r 4 oe Fl by Customer ID Fig Customer Creation in Dynamics GP In order to check back the Customer Creation in Magento that s been done from Dynamics GP Please follow the navigation mentioned Menu Navigation e Open Magento Admin e Login to Admin Panel e Navigate to Customers gt Manage Customer Confidential i95Dev 50 of 110 11 28 2012 Call us Now 301 760 7499 e Select the Customer that s been created in Dynamics GP e You will see the Customer Information in Magento as shown in the following figure e You will see an email address that s been generated from Dynamics GP This email address is generated as gousergocustomerid companyname com e Inthe above email address mentioned the GP User is the Constant String whereas GP Customer ID is the Customer ID given at the time of Customer Creation in Dynamics GP Customer Information e Robbin lt Back Create Order Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Credit Limit Account Information Shopping Cart senna Prefix Wis
7. 4 Submit Comment C Notity Customer by Email Visible on Frontend D Aug 31 2012 3 08 53 PM Customer Not Notified Call us Now 301 760 7499 Back KALIO KA LA e Account Information Customer Name James Bond Email james gmail com Customer Group General a GP Order Information GP Order ID ORDST3150 GP Invoice Id FULORD1111 GP Order Status Completed Shipping Address James Bond 87989 sfdafda MM Florida 545454 United States T 45454554545 Shipping Information Flat Rate Fixed Total Shipping Charges 25 00 Price Qty Subtotal Tax Amount Discount Amount Row Total 500 00 1 500 00 0 00 0 00 500 00 Invoice Totals Subtotal Shipping amp Handling Grand Total Excl Tax Tax Grand Total Incl Tax Fig Generated Invoice for an Order In order to check the Invoice Creation at Dynamics GP that s been done from Magento Please e Click on Invoice tab e You will see the following figure with the generated invoice of a particular Order follow the navigation Menu Navigation e Open Dynamics GP e Sales Card gt Sales Transaction Entry e Select the required Order e You will see the following figure with the Invoice generation Confidential i95Dev 48 of 110 11 28 2012 Call us Now 301 760 7499 EM Sales Transaction Entry Mi x File Edit Tools View Options Additional Help ravi fi Platinum 6 31 EIA Ge Save Actions Type Type ID FULORD an Document No FU
8. 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 p to date Product Prices Click here to go to Index Management and rebuild required indexes 2 Stalin C lt 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 America Los_Angeles Aug 23 2012 3 27 33 AM Account Created in Admin Customer Group General GP Customer Information GP Sync Qa OManual Syne Fig Offline Customer Sync from Magento to Microsoft Dynamics GP Confidential i95Dev 28 of 110 11 28 2012 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 f5 Stalin C lt 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
9. Customer Name Nick Jones Pending nick i95dev com NOT LOGGED IN Email Main Website Main Website Store Default Store View 192 168 0 97 Customer Group 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 WWATCH1 Comments History Add Order Comments Status Pending Comment C Notify Customer by Email _ isible on Frontend Item Status Original Price Price Oty Ordered Subtotal Tax Amount Tax Percent Discount Amount Row Total 200 00 200 00 Ordered 1 200 00 0 00 0 0 00 200 00 Order Totals Subtotal Shipping amp Handling Grand Total Total Paid Total Refunded Total Due Grand Total 200 00 5 00 205 00 0 00 0 00 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 110 11 28 2012 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 Cli
10. Date Batch ID Shipment a RCT1175 Ooo 94472012 Yendor ID Currency ID F USS PONumber Alten F ALF Oy Shipped SI Unt Cot A Desorption Description P0208689 24 IDE E By AREHOUSE R w 24x CD ROM h sana EI 0 00 1099 Amount Payment Terns Landed Cost Func Total Tax Schedule ID al Previousl Shipped Previously invoiced 45 00 0 00 0 p 0 00 000 Freight prone Miscellaneous o 00 Tax SU p Total 0 00 Subtotal Tirade 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 Dynamics GP follow the navigation mentioned e Select Inventory gt Items which pops up an Item Maintenance window e Select required Order that 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 78 of 110 11 28 2012 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 Decimals Valuation Method FIFO Perpetual Currency Decimals Sales Tax Option Purchase Tax Option Nontaxable Tas
11. E All Sales Transactions M Include Document Bredan Receivables Transactions Eor site ID ii N E Sales Order Transactions der Invoice Advanced Distribution Transactions y to Print Picking Ticket Unconfirmed Pick Confirm PickfReady to Pack Ready To Ship Shipped Ready to Print Post Quotes Expiring This Week Ship Complete Orders 4P Add Filter Y S Transactions Not Submitted B Transactions Pending Approval Invoicing Transactions E Date x Document Number Customer Name Amount Sales Document Status Requested Ship Date gt E Receivables Batches T 9 4 2012 FULORD1103 rti custi 2 546 74 Ready to Print Post 9 4 2012 4 9 4 2012 FULORD1129 ap admint 2 549 83 Ready to Print Post 9 4 2012 9 4 2012 FULORD1130 admin customer cust 2 566 00 Ready to Print Post 9 4 2012 Fig Print Separate Picking Ticket per Site e Once you Click Print you will get a Report Destination window e Check mark the Screen or Printer depending on your requirement Report Destination Report Information Mame SOP Transfer Log Option Destination W Screen FleName o Y i Append f Replace Fig Printing Reports e Click Ok e Click on Refresh e Order Status gets changed to Unconfirmed Pick e n order to check the Unconfirmed Pick Status at Magento Admin follow the navigation e Open Magento Admin e Login to Admin Panel Confidential i95Dev 86 of 110 11 28 2012
12. Payment Terms td Discount Grace Pernod Due Date Grace Period Accounts Call us Now 301 760 7499 ravi Platinum 9 4 2012 Parent Customer ID Class ID GENERAL Phone 2 Phone 3 A i Address Options Fig Different Address Creation for Shipping with WEBSTAAD e Click Save In order to check back the Customer Address Update With WEBST ADD 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 Customers gt Manage Customer e Select the customer that has been updated in Dynamics GP Confidential i95Dev 68 of 110 11 28 2012 Call us Now 301 760 7499 e Click on Address tab which shows the two different addresses that s been created from Dynamics GP as shown in the following figures Customer Information gt Christopher Samantha Back Create Order J Delete Customer Manage Shopping Cart Save and Continue Edit Customer View Customer Addresses Edit Customer s Address Addresses Belkin Belkin Shipping First Name Belkin Orders iter Shipping Middle Namednitial Randey New York 5644 United States Last Name Belkin T 7982551 OOOExtn 0000 Default Billing Address Default Shipping Address Company Pretix Suffix Street Address Shipping Christopher Samantha Billing Qua Shipping Billing New York New York 11022 City Randev United States Country i T 8754
13. Receivables Batches Date x Document Number Customer Name Amount Sales Document Status Requested Ship Date iiif fiiii if fini gt Sennen T 9 4 2012 FULORD1103 rti custi 2 546 74 Ready to Print Post 9 4 2012 E 9 4 2012 FULORD1129 gp admini 2 549 83 Ready to Print Post 9 4 2012 r r ga Financial 9 4 2012 FULORD1130 admin customer cust 2 566 00 Ready to Print Post 9 4 2012 4 BCR 9 4 2012 FULORD1131 admin cust2 158 12 Ready to Print Post 9 4 2012 Fig Print Packing Slip per site e Check mark the Print Packing Slip Per Site Confidential i95Dev 89 of 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas e Click Print e Once you Click Print you will get a Report Destination window e Check mark the Screen or Printer depending on your requirement Report Destination Report Information Mame SOP Transfer Log Option Destination Iv Screen FileName Y ff Append Replace DT coe Fig Printing Reports e Click Ok e Click on Refresh e Order status gets changed to Ready to Ship e n order to check the Ready to Ship Status at Magento Admin follow the navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Order e Select the required Order amp Open e It will show the following screen which provides the Order Status as Ready to Ship E Order 100000257 Aug 24 2012 3 40 08 PM Back E Send Email Hold Order Date A
14. Call us Now 301 760 7499 Drive your ideas e Select Sales gt Order e Select the required Order amp Open e It will show the following screen which provides the Order Status as Unconfirmed Pick eS Order 100000257 Aug 24 2012 3 40 08 PM Back E Send Email Hold Order Date Aug 24 2012 3 40 08 PM CustomerName SCOTT ADAMS Order Status Processing Email scottadams mail com Purchased From Main Website Customer Group General Main Website Store Default Store View Placed from IP 202 635 106 180 GP Order Information GP Order ID ORDST2856 GP Order Status y Unconfirmed Pick Fig Order Status Unconfirmed Pick in Magento Order Status gt Confirm Pick Ready to Pack e Select the same Order and Click on Confirm Pick as shown in the following figure fe Print Picking Ticket E Confirm Pick ft ae Send in E mail Allocate Fulfill Print Packing oli Sees Transfer Adv Distribution Modify F Sales Order Transactions read only Show results aP Add Filter 8 27 2012 Print Picking Ticket action completed 1 succeeded 0 failed Date gt Document Type Document Number Customer Name 8 27 2012 Fulfillment Order FULORD 1078 SCOTT ADAMS Fig Confirm Pick e Once you Click Confirm Pick you will get a Report Destination window e Check mark the Screen e Click Ok Confidential i95Dev 87 of 110 11 28 2012 Call us Now 301 760 7499 Report Destination Report Informat
15. Group Retailer Prefix First Name be eee e Middle Namelinitial Product Tags Last Name Suffix Email mikesamuels i95dev com Date Of Birth E TaxVAT Number Gender a Password Management New Password or C Send auto generated password Fig Updated Customer Information from Dynamics GP to Magento Customer Update from GP with WEBSTADD Menu Navigation e Open Dynamics GP e Select Sales gt Customer gt Customer ID e Select Customer ID whose Address ID is aWEBSTAAD e Update the personal information like First Name Last Name amp eMail Address as shown in the following figure e Note Only First Name Last Name amp eMail Address can be updated but nothing else Confidential i95Dev 56 of 110 11 28 2012 Call us Now 301 760 7499 m Customer Maintenance File Edit Tools Help ravi Platinum 9 3 2012 Le Save Clear x Delete w write Letters Customer ID PLATINOOO002 Hold E Inactive Parent Customer ID Mame Christopher Samantha Short Name Christopher Sami i Clase ID GENERAL Statement Name Christopher Samantha Priority Address ID WEBSTADD a Contact Christopher Samantha Phone 1 875 465 9865 Ext 0000 Address Billing Phone 2 000 000 0000 Ext OOD Phone 3 000 000 0000 Ext OO00 000 000 0000 Ext OOO City New york State UFS Zone ZIF Code Shipping Method Country Code Tas Schedule ID Country phates Ship Complete Documents E on I
16. e n 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 the 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 108 of 110 11 28 2012 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 E slab Dave Johneon 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 i95devieam california central california central califonria California 90006 califonria California 90006 United States United States T 9052451122 T 9052451122 F 9848902089 F 9848902089 i95devteam i95devieam 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 Cham
17. oe Grand Total 141 34 APPLY COUPON 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 Proceed 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 107 of 110 11 28 2012 Call us Now 301 760 7499 Checkout Toure neekani Progress Order Review Billing Address change i95devteam i95devteam california central califonria California 90006 United States Samsung C3303 Champ Unlocked 141 34 1 141 34 T 9052451122 PRODUCT NAME PRICE ATY 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
18. sreyan sreyan admin guest 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 301 760 7499 Status Pending Pending Pending Processing Processing Status Pending Processing Pending Failed Transaction Customers Product Orders Sync Report from Magento to GP Release II 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 97 of 110 11 28 2012 Call us Now 301 760 7499 Magento Ente rp rise Logged inas Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management and refresh ca Sales i95Dev Sync Failed Records Report Page 1 of 1 pages View 20 w perpage Total 14 records found Scheduler Name Identified Humber Name product johnson 195Dev Error Renart GP to Magento Report product Samsung C3303 Champ Unlocked Refresh Statisti Magento to GP Report product offline product uu ene ern Fig Selecting Magento to GP Report e Yo
19. 2017 gt cala gt EALA 1071072011 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 which 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 27 of 110 11 28 2012 Call us Now 301 760 7499 Get help for this page Mobile Customers Promotions Newsletter CMS Reports System p to date Product Prices Click here to go to Index Management and rebuild required indexes 2 Stalin C lt 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 America Los_Angeles
20. Close the window e Go back to the Customer Maintenance Window e Set the Price Level to Default as shown in the following figure e Click Save Confidential i95Dev 52 of 110 11 28 2012 Call us Now 301 760 7499 m Customer Maintenance File Edit Tools Help ravi Platinum 9 3 2012 Le Save Clear x Delete w write Letters Customer ID PLATINOO000Z Hold E Inactive Parent Customer ID Mame Christopher Samantha Short Hame Christopher Sami Clase ID GENERAL Statement Name Christopher Samantha Priority Address ID WEBSTADD 4 a Contact Christopher Samantha Phone 1 875 465 9865 Ext 0000 Address Billing Phone 2 000 000 0000 Ext OO00 Phone 3 000 COO 0000 Ext 0o00 000 000 0000 Ext 0000 City Hew ork State UPS one IP Code Shipping Method County Code Tas Schedule ID County Ship Complete Documents Ship Te QS Comment SSS SS Bill To WEBSTADD WP EQ Comment 2 statement To WEBS TADD Trade Discount 0 00 Salesperson ID Payment Terms Territory ID Discount Grace Pernod L rs Pr _ un pa i Type Due Date Grace Period E User Defined 2 Price Level DEFAULT Address 4 d P Fl by Customer ID Fig Customer Creation in Dynamics GP In order to check back the Customer Creation in Magento that s been done from Dynamics GP Please follow the navigation mentioned Menu Navigation e Open Magento Admin e Login to A
21. Created on America Los_Angeles Aug 23 2012 3 27 33 AM Account Created in Admin Customer Group General GP Customer Information GP Syne Manual Syne 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 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas qj Customer Maintenance ee P Eile Edit Tools Help Rudra Fabrikam Inc 4i2r2 017 Lal gare Clear 2 Delete a write Letters wr Customer ID P2004000005 Ga E Hod E Inactive Parent Customer IO 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 Ext 0000 Phone 3 O00 000 0000 Ext OO00 Fas 000 000 0000 Est 0000 City Suite F State MJ UPS Zone ZIF Code NJ 08557 Shipping Method Country Code US Gad Tas Schedule ID Country United States E Ship Complete Documents Ship Ta mi Comment 1 Bill To 01 Statement To O1 Salesperson ID Temtory ID Type Due Date Grace Period User Defined 2
22. GP with a specific GP Customer ID Confidential i95Dev 11 of 110 11 28 2012 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 Me Ea File Edit Tools Help ravi Platinum S 2012 Lj Save Clear x Delete T Write Letters w Sg Customer ID Hod OO Inactive Parent CustomerID Statement Name Priority Address ID weestraoo A Contact Address D E D D ae lt IP Code Country Code SS Country O O OOOO O OO Comment 1 Bill To jj Comment 2 Statement To Trade Discount Salesperson ID Payment Terms Termitory ID Discount Grace Period Due Date Grace Period User Defined 2 Price Level Accounts Address Options i d P 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 i icon which is next to the Address ID that pops an Internet Information window Confidential i95Dev 12 of 110 11 28 2012 Call us Now 301 760 7499 You will see the email address as shown in the following figure m I
23. Main Website Customer Group General Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information GP Order ID ORDST3150 GP Order Status Hew Billing Address Shipping Address James Bond James Bond 87989 sfdafda 87989 sfdafda MM Florida 545454 MM Florida 545454 United States United States T 45454554545 T 45454554545 Payment Information Shipping amp Handling Information Credit Card Authorize net Flat Rate Fixed 25 00 Credit Card Type Visa Credit Card Number xxxx 1111 Processed Amount 525 00 Fig Order under Processing e Click Invoices which is on the left side under Order View e You will not see any generated invoice Magento Enterprise Legged as aamin Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page Oo One or more of the Cache Types are invalidated Page Cache Blocks HTML output Click here to go to Cache Management and refresh cache types Order View Order 100000657 Aug 30 2012 7 44 21 PM 1 of 1 pages View 20 Y perpage Total 0 records found Reset Filter Search Invoice Bill to Name Invoice Date Amount Shipments From v From Comments History To 7 To No records found Fig Displaying of Invoices You have to go back to Dynamics GP amp Do Fulfillment such as Pick Pack until Ready to Ship e Then again Go to Magento amp Open the same Order e You will
24. NAME PRICE aTyY SUBTOTAL United States T 301 760 7199 new watch 200 00 1 200 00 Shipping Address change Subtotal 200 00 Nick ditees 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 110 11 28 2012 with the Guest Customer Information Call us Now 301 760 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 St 612 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
25. Nov 21 2012 4 00 00 PM Fig Report of Failed Products 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 Logged in as admin Tuesday November 27 2012 2 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Gethelp for this page i95Dev Sync Failed Records Report Page 4 of 1 pages View 20 per page Total 1 records found Identified number Error message Date order n Lz From Gon To B order wP shipping method empty Nov 21 2012 4 00 00 PM Fig Report of Failed Orders Confidential i95Dev 101 of 110 11 28 2012 e You will see Synchronization button as shown in the following figure Magento Enterprise a DEC Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System i95Dev Sync Failed Records Report Page 1 of 1 pages View 20 per page Total 3 records found Scheduler Name Identified number Call us Now 301 760 7499 Global Record Search Logged in as admin Tuesday November 27 2012 Gethelp for this page Date customer _ product jas Error processing in request order Guam shipping method empty Invalid data From 5 To i Nov 21 2012 4 00 00 PM Nov 21 2012 4 00 00 PM Nov 21 2012 4 00 00 PM Fig Synchronization of Customers Orders Products e Once you Click Synchronization button the failed records i e Custome
26. Ordered Add Products Update Changes Product Price Shopping Cart 0 Z wilson products 123 Tay 200 00 1 200 00 0 00 200 00 v No items SKU 789 qw Custom Price M Apply Qty Subtotal Discount Row Subtotal Action 200 00 Gift Options Total 1 product s 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 bey coup E 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 Credit 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 of 110 11 28 2012 Call us Now 301 760 7499 a Order 100001185 Sep
27. Price Level td 14 d P Fl by Customer ID E amp Kig Comment 2 Trade Discount Payment Terms Discount Grace Period POO 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 110 11 28 2012 Call us Now 301 760 7499 MY ACCOUNT MY YVISHLIST amp MY CART 1 v CHECKOUT M Magento Q Enter search keyword GO products New Products Checkout Check Je Your Checkout heckout 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 l e 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 155 Gibbs St 512 Order Review Maryland Maryland MD 20850 PRODUCT
28. States T 91 997 007 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 N itam ic 246 46 Fig Updating the Existing Customer Confidential i95Dev 9 of 110 In order to check back the Customer Creation in Dynamics GP please follow the navigation 11 28 2012 Call us Now 301 760 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 x G205 000008 ca Li Hold E Inactive Mame James Wat more Short Hame Statement Mame Parent Customer ID James Wat more Class ID GENERAL oe James Watmore Friority Hone Address ID Contact Address Phone 1 91 S 97 Ext 007 Phone 2 000 000 0000 Ext 000 Phone 3 O00 000 0000 Ext 0000 Fax 1 895 6238 Ext 9740 Maryland city james street bbs road door not 12 4568 Confidential City State IP Code Country Code Country ship T
29. 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 110 11 28 2012 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 Magento 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 ander Ste Aug 22 2012 4 25 12 PM A ERT E 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 Gpsyne ammm OManual Sync Fig Offline Order Sync from Magento to Microsoft Dynamics GP Mobile Customers Promotions N
30. amp you will see the Quantity Available 4 or 4 as shown in the following figure which represent the Back Order Products Confidential i95Dev 42 of 110 11 28 2012 Call us Now 301 760 7499 Edit Tools Additional Help ravi Platinum 8 0 2012 Li Save Clea X Delete E3 Copy Item Number Description Wult Lore EES Fi Generic Description Class ID SERVER S 1 ltem Type Sales Inventory Quantity Decimals Valuation Method FIFO Perpetual Furene Decimals Sales Tax Option Purchase Tax Option Tas Schedule ID Tae Schedule 1E U of H Schedule ID Standard Cost 17 000 00 Current Cost 6 000 00 Shipping weight ener Quantity On Hand __ Options Accounts a r d P H bpltem Number Fig Inventory Check of the Product in Dynamics GP Invoice Sync from Magento to GP Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Orders e Open a New Order amp Open it e You can see the following figure with an Order placed using Credit Card information Confidential i95Dev 43 of 110 11 28 2012 Call us Now 301 760 7499 8 Order 100000657 Aug 30 2012 7 44 21 PM Back Cancel Send Email Gl Invoice amp Ship amp Reorder ES cia BSE Ee Eo oS Ge Ee Order 100000657 Order confirmation email sent Account Information Order Date Aug 30 2012 7 44 21 PM Customer Name James Bond Order Status Processing d Email james gmail com Purchased From
31. confirmation email sent Account Information order Dale Aug 24 2012 3 40 08 PM A EA SCOTT ADAMS Order Status Processing Email scottadams mail com Main Website Customer Group General Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information Purchased From GP Order ID ORDST2856 GP Order Status Ready to Print Picking Ticket Billing Address Shipping Address Fig Order Status Ready to Print Picking Ticket in Magento Order Status gt Unconfirmed Pick e Click on the checkbox to select the Fulfillment Order e Click on Print Picking Ticket as shown in the below figure i i Tn Print Documents be ele te ial Fulfillment Order E H e SendinE mail TE Ba W Print Packing Sip E Adv Distribution Actions Modify F Sales Order Transactions read only Show results ap Add Filter Customer Name Amount FULORD 1078 SCOTT ADAMS Fig Print Picking Ticket e A pop up window opens up e Check Mark for Print Separate Picking Ticket for Site e Click Print as shown in the below figure Confidential i95Dev 85 of 110 11 28 2012 Call us Now 301 760 7499 Microsoft Dynamics GP GO Inquiry Reports Carde x Delete ia Fulfillment Order a E Apply Hold B Invoice Document format GC Restrictions Reports GoTo Sales FS Customers Eee Prospects I Include kit components Modify i Xam ae 3 Salespeople 7 Print bulk picking ticket m
32. customer 8 of 110 11 28 2012 shown in the following figure Customer Addresses Add New Address James VWatmore oo ig5dev Maryland city james street ribbs road door not 12 4568 568 california cnetral Maryland 21136 United States T 84 997 HOOT 15125 F 1 8956238974 Default Biling Address Default Shipping Address Edit Customer s Address Prefix First Name Middle Name initial Last Name Suffix Company Street Address City Country State Province Zip Postal 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 i95devw 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
33. customer a Invalid data Nov 21 2012 4 00 00 PM product es Error processing in request Nov 21 2012 4 00 00 PM order 4 5 shipping method empty Nov 21 2012 4 00 00 PM Fig Report of Failed Customer Products Orders Confidential i95Dev 100 of 110 11 28 2012 Call us Now 301 760 7499 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 Magento Enterprise Logged in as admin Tuesday November 27 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Gethelp for this page i95Dev Sync Failed Records Report Page 4 ofipages View 20 per page Total 1 records found Scheduler Name Identified number Error message Date customer w i B From z To F customer ef Invalid data Nov 21 2012 4 00 00 PM Fig Report of Failed Customer e Select Scheduler Name Products from the drop down list e Click Search e You will see report of all the failed Products as shown in the following figure Magento Enterprise Logged in as admin Tuesday November 27 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System ORUETA page i95Dev Sync Failed Records Report Page 4 of 1 pages View 20 per page Total 1 records found Scheduler Name Identified number Error message Date product From n To Rl product a Error processing in request
34. order to Create a Customer Address Successfully in Magento Confidential i95Dev 63 of 110 11 28 2012 Call us Now 301 760 7499 Pr Customer Maintenance File Edit Tools Help fe Save Clea X Delete W Write Letters Customer ID GP11122 Hold FO Inactive Parent Customer ID Robbin Short Name Robbin Class ID GENERAL Statement Name Robbin Priority Address ID 2 gle Contact OE Fhone 1 Address B1 Street S Phone 2 Phone 3 City State on in nm 7m mm mm a UPS one IP Code Shipping Method Country Code Tas Schedule ID Country United States l Ship Complete Documents Ship To i CALI Comment 1 OO Bil To CALI Comment 2 SS Statement To td Trade Discount TANIE Salesperson ID Payment Terms O 2 Territory ID Discount Grace Pernod a Type Que Date Grace Pernod 0 User Defined 2 Price Level DEFAULT ra rara Accounts Address Options E mail r d P H by Customer ID fy jo Figure Different Billing amp Shipping Address Creation without WEBSTADD e Click Save e Now Open the Same Customer e Assign Address provided in 02 to Shipping by entering 02 for Ship To e Click Save e Now Open the Same Customer e You will see the following figure with different Addresses assigned to Shipping amp Billing Addresses as shown in the following figure Confidential i95Dev 64 of 110 11 28 2012 Call us Now 301 760 7499 File Edit Tools Help Gi Save Clea X Dele
35. see the Ready to Ship Order Status e Click Ship as shown in the following figure Confidential i95Dev 44 of 110 11 28 2012 Call us Now 301 760 7499 W Order 100000657 Aug 30 2012 7 44 21 PM 3 Back EJ cx Ce Account Information Order Date Aug 30 2012 7 44 21 PM customer Nama James Bond Order Status Processing Email james gmail com Purchased From Main Website Customer Group General Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information GP Order ID ORDST3150 ANA GP Order Status Ready To Ship Billing Address Shipping Address James Bond James Bond 87989 sfdatda 87989 sfdatda MM Florida 545454 MM Florida 545454 United States United States T 45454554545 T 45454554545 Fig Shipment Creation from Magento e Once you click Ship it creates a shipment for a particular Order e Click Shipments which is on the left side under Order View e You will see the following screen with the Shipment Creation for an Order Order View Shipment w SSRS ed H Order 100000657 Aug 30 2012 7 44 21 PM lt Back E Send Email ra Hold of 1 pages View wv per page Total 1 records found Shipments 1 pages 20 per page E Comments History Shipment Ship to Name Date Shipped Total Qty Information From From To 7 To 100000049 James Bond pe Aug 31 2012 3 03 36 PM Fig Shipment Creation from Magento e Once you Open the shipment created you wil
36. 2012 Call us Now 301 760 7499 Customer Information 2 Robbin Back Create Order J Delete Customer Manage Shopping Cart Save Customer Save and Continue Edit Customer View Customer Addresses Edit Customer s Address Add New Address Account Information Addresses Linkedin Linkedin 5 Street Ner New York 8955 Middle Namednitial United States T 5692211 000Extn 00 Last Name Linkedin F 0000000000 f Newsletter Suffix Default Shipping Address Company Prefix First Name Linkedin Orders Product Reviews Street Address Amazon Amazon B1 Street Calif SF 456666 United States City Ner T 5656822600Extn 0000 Country ji F 0000000000 United States Defaut Billing Address State Province New York Defaut Shipping Address Zip Postal Code 8955 Telephone 5692211000Extn 0000 Fax ooooo00000 Figure Updated Address from GP to Magento Order Creation from GP Menu Navigation e Open Dynamics GP e Select Sales Card gt Sales Transaction Entry e Select Type Type ID gt Order e Tab on Document No and you will see an auto generated number for Document No e Select the required Customer ID Currency ID Batch ID and Ship to Address Note We support only two Batch ID types i e Sales Order and Sales Back Order e Select the Item Number UofM Quantity Ordered Price Level amp Shipping Method e Enter the Fright Charges amp Amount Received as shown in the followin
37. 659865Extn 0000 Y United States Defaut Biling Address State Province New York Default Shipping Address Zip Postal Code 5644 Figure Updated Address from GP to Magento Customer Address Creation without WEBSTADD from GP Menu Navigation e Open Dynamics GP e Select Sales gt Customer e Click Customer which pops up a Customer Maintenance window e Select the required Customer e Enter 01 in Address ID amp Update the Address Details such as City Zip Code Country State Short Forms Phone 1 etc Confidential i95Dev 69 of 110 11 28 2012 Call us Now 301 760 7499 Em Customer Maintenance Fie Edit Tools Help ravi Platinum 9 4 2012 Ll Save Clear Delete Eg write Letters Customer ID GP11122 Hold Inactive Parent Customer ID rottin WR Short Name Class ID GENERAL Statement Name Robbin Priority Address ID 7 fae Contact Linkedin Phone 1 569 221 1900 Ext 0000 Address Phone 2 Phone 3 000 000 0000 Ext 0000 City State ZIF Code Country Code Country Ship To Bill To Statement To Trade Discount Salesperson ID Fayment Tens Teritory ID Discount Grace Pernod Due Date Grace Period User Defined 2 Price Level DEFAULT Accounts Address Options I4 d P Fl by Customer ID al Figure Customer Address Creation without WEBSTADD e Incase if you would like to provide a different address for Shipping then Enter 02 in Address ID amp Update the Address
38. 7 2012 2 30 48 PM Back Edit Cancel Send Email Hold Invoice 5 Ship F Reorder Order 100001185 Order confirmation email not sent Account Information Order Date Sep 7 2012 2 30 48 PM Customer Nams jimm kelli Order Status Pending Email kelli test com Purchased From Main Website Customer Group General Main Website Store Default Store View 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 P YMNTOO0000001153 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 00 276 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 navig
39. 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 Name Middle Name lnitial 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 110 11 28 2012 Call us Now 301 760 7499 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 OL Danny Louis california Middle Name initial 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 cne
40. Country ship To Bill To Statement To Salesperson ID Teritory ID Type User Defined 2 STRIO0000405 Mike Sam Mike Sam O1 Mike Samuels Jhonson Street Maryland MD 21136 US United States i 0i 01 4 d P Fl by CustomerID GALA Hold E Inactive Parent Customer ID Class ID RETAILER Priority None 123 123 1231 Ext 0000 Phone 2 O00 000 0000 Ext OO00 Phone 3 O00 000 0000 Ext OO00 Fan 000 000 0000 Ext OO00 Phone 1 UPS one Shipping Method i Tax Schedule ID Ship Complete Documents Qe Comment 1 Qe Comment 2 G Q A Trade Discount Payment Terms d Discount Grace Period Due Date Grace Pernod Price Level aah if U Fig Updating Customer Information in Dynamics GP In order to check back the Customer Information Updating in Magento that s been done from Dynamics GP Please follow the navigation mentioned Menu Navigation e Open Magento Admin e Select Customers gt Manage Customer e Select the customer that has been updated in Dynamics GP which shows the updated information of the Customer as shown in the following figure Confidential i95Dev 550of 110 11 28 2012 Call us Now 301 760 7499 Customer Information Mike Sam Back Reset Create Order Delete Customer f Manage Shopping Cart SaveCustomer Save and Continue Edit Customer View Account Information Account Information Associate to Website Addresses Created From
41. Date Grace Period 0 User Defined 2 Po Price Level DEFAULT Address Options r d b k by Customer ID Fig Customer Address Creation with WEBSTAAD from Dynamics GP e Incase if you would like to provide a different address for Shipping then Enter 01 in Address ID e t a mandatory that you provide the Address Details such as City Zip Code Country State Short Forms Phone 1 etc in Dynamics GP in order to Create a Customer Address Successfully in Magento Confidential i95Dev 59 of 110 11 28 2012 Call us Now 301 760 7499 Em Customer Maintenance File Edit Tools Help LL Save amp Clear x Delete wy Write Letters Customer ID PLATINOOOON2 Hold Inactive Parent Customer ID Hame Lhnistooher 5 arnanth Short Name Christopher Sam lll Class ID GENERAL Statement Name Christopher Samantha Priority None Address ID oO MAE Contact Rob Chil Phone 1 659 865 9665 Ext OOOO Address Shipping O00 000 0000 Ext 0000 Shipping O00 000 0000 Ext 0000 Fax 000 000 0000 Ext 0000 City Rockvelly State Mo UPS Zone IP Code 21113 Country Code Country United States Ship To ny wie Comment 1 Bill To P WEBSTADD EAA Comment 2 a Statement Ta WEBSTA0D0 Salesperson ID Payment Terms Territory ID a Discount Grace Pernod Type Due Date Grace Period User Defined 2 Price Level DEFAULT Trade Discount Accounts Address Options E
42. Details such as City Zip Code Country State Short Forms Phone 1 etc as shown in the following figure Confidential i95Dev 70 of 110 11 28 2012 Call us Now 301 760 7499 Pm Customer Maintenance Me Fie Edit Tools Help ravi Platinum Sf4 e012 b Save Clear x Delete a Write Letters E Customer ID GP11122 Hold O Inactive Parent CustomerID et Short Name Robbin Class ID GENERAL Statement Name Robbin Priority Address ID Address Cee Street r i En City Calif State IP Code SBE Country Code Country United States Ship To 0z wiz Comment 1 Bill To 01 Comment 2 Statement To 01 Trade Discount 0 003 Salesperson ID Payment Terns inno Territory ID Discount Grace Period Type Due Date Grace Period Be User Defined 2 marara Price Level DEFAULT Accounts Address Options E mail 4 d P H by Customer ID OG B Figure Different Billing amp Shipping Address Creation without WEBSTADD e Click Save In order to check back the Customer Address Update Without WEBSTADD 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 Customers gt Manage Customer e Select the customer that has been updated in Dynamics GP e Click on Address tab which shows the Address details created from Dynamics GP as shown in the following figure Confidential i95Dev 71 or 110 11 28
43. LORD1111 Batch ID Customer ID PLATINGOOOO1 JEHA Default Site ID Customer Hame Customer PO Number Ship To Address daf5455 Currency ID Line Items by Order Entered ltem Number a A Unit Price Extended Price DEMO1905 EACH nnn 00 500 00 0 00 Subtotal 500 00 Trade Discount 0 00 dne Freight 0 00 Miscellaneous 0 00 Comment ID ad Tas 0 00 Holds User Defined Distributions Commissions Total 500 00 dab ol Document Status Ready to Print Post F a Fig Invoice Created at Dynamics GP Customer Creation from GP Customer Creation from GP without WEBSTADD Menu Navigation e Open Dynamics GP e Select Sales gt Customer e Enter the Customer information as shown in the following figure e Enter Customer ID manually where in Customer ID should be Alpha Numeric or Alphabets or Numerical e Special Characters are Not Accepted e Provide Class ID amp Customer Name as per your requirement Confidential i95Dev 49 of 110 11 28 2012 Call us Now 301 760 7499 e Provide all the mandatory fields such as Contact Address 01 02 etc City State Short form Zip Code Country Code Phone 1 e Set the Price Level to Default e Click Save Pm Customer Maintenance Pile Ed File Edit Tools Help ravi Platinum 9 32012 Lj Save Clear Delete E Write Letters Customer ID GP11122 Hold Inactive Parent Customer ID Robbin Short Name Robbin cke GENERAL Scone Name Fobb
44. Order is placed you will see the following screen with Order Confirmation Order 100000656 Pending Shout This Order Order Date August 30 2012 shipping Address James Bond 27959 sftdatda bibi Florida 545454 United States T 464645544544 Billing Address James Bond 27959 sfdatda hihi Florida 545454 United States T 46464554544 tems Ordered PROCUCT MAME Multi Core Processor Order Information Shipping Method Free Shipping Free Payment Method Cheque hdoney order Make Cheque payable to 195D ew Send Cheque ta i950 ew Cheque Humber HOF45445 4 PRICE BA 000 00 Reorder Print Order re SUBTOTAL Ordered 10 p170 000 00 Subtotal 170 000 00 0 00 Shipping amp Handling Grand Total Excl Tax T ax Grand Total Incl Tax Fig Order Confirmation for Back Order Products Confidential i95Dev 39 of 110 470 000 00 0 00 170 000 00 11 28 2012 Call us Now 301 760 7499 e In Order to check back the Order Placement at the Magento Back End follow the navigation e Open Magento Admin e Login to Admin Panel e Select Catalog gt Manage Products e Open the same Product amp You will see the following figure with Qty 4 which are nothing but Back Orders Multi Core Processor Default Manage Stock ves 6LOBAU Use Contig Settings city Gua eLopay Cty for ttem s Status to become O S LOBAL Gut of stock Use Contig Setti
45. Schedule ID Standard Cost Current Cost Shipping weight List Price Quantity On Hand rr d P Fl by ltem Number 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 Numb r would bethe recent one Confidential i95Dev 76 of 110 11 28 2012 Call us Now 301 760 7499 File Edit Tools View Options Help i Save Blatter Actions a Yendor ID Description 1 268 T wancHouse S swa Remaining PO Subtotal 4 500 00 Trade Discount Frein Miscellaneous gt A0 ia Company 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 Tf of 110 11 28 2012 zai Receivings Transaction Entry File Edit Tools View Options Help Call us Now 301 760 7499 Gel Save X Delete y Void 4 Prost FS Auto Acy Ly Renante Type Receipt No Yendor Doc No
46. Schedule ID Tae Schedule ID U of H Schedule ID Standard Cost 0 00 Current Cost i 45 00 Shipping Weight List Price l lt p gt Quantity On Hand Ale Meciollits Quantity Available r d P P by ltem 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 79 of 110 11 28 2012 Product Information General Prices Inventory Categories CD ROM Default Manage Stock Oty Qty for ttem s Status to become Out of Stock Minimum Gty Allowed in Shopping Cart Maximum Gty Allowed in Shopping Cart Qty Uses Decimals Backorders Notify for Quantity Below Enable Gty Increments Stock Availability Use Contig Settings 100 0 Use Config Settings 1 Use Config Settings 10000 Use Config Settings No Allow Gty Below 0 _ Use Contig Settings 1 Use Contig Settings Use Contig Settings In Stock Call us Now 301 760 7499 Back Delete Duplicate Save and Continue Edit Fig Updated Inventory Check for an Item in Ma
47. 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 98 of 110 11 28 2012 Magento Enterprise Dashboard Sales Catalog Mobile i95Dev Sync Failed Records Report Page 1 ofipages View 20 w perp Scheduler Name Identified Number Global Record Search Logged in as admin Wednesda p Newsletter Customers Promotions CMS Reports System age Total 6 records found Name Error Message Call us Now 301 760 7499 November 21 2012 Get help for this page Add New Reset Filter Search Date Action customer customer customer customer customer customer customer e Select Scheduler Name e Click Search james rion jindol jock james wilson erica Fig Report of Failed Customer Products from the drop down list From To S 2012 12 19 07 AM 2012 12 25 02 AM 2012 12 26 28 AM 2012 12 28 22 AM 2012 1 24 22 AM 2012 1 25 05 AM e You will see report of all the failed Products as shown in the following figure Magento Enterprise Dashboard Sales Catalog Mobile i95Dev Sync Failed Records Report Page 1 ofi pages View 20 v perpa Scheduler Name Identified Number Customers Global Record Search Logged in as admin Wedi p Promotions Newsletter CMS Reports System ge Total 5 records found Hame Error Message Nov
48. actions amp O Microsoft Dynamics GP Sales Sales Customers iii mi Prospects Salespeople All Sales Transactions Receivables Transactions iii iiil iiig fiii fiii anf ong fing fun fin Sales Order Transactions FE Advanced Distribution Transactions Fa Quotes Expiring This Week Fal Ship Complete Orders Fa Invoicing Transactions l Receivables Batches A Home Transactions Not Submitted Transactions Pending 4pproval EA Financial F n Sales ve Purchasing a Administration Inventory Pa Project Bi Field Service x 7777748 Transactions Inquiry Reports Cards 7 E a Adv Distribution ial Fulfillment Order ial Invoice D Fi ie Restrictions Reports Go To v v Hide Options Actions Modify T Advanced Distribution Transactions Type to fiter Show results n here Document Type Y is Y Fulfillment Order Invoice nd v Sales Document Status Y is Y Ready to Print Picking Ticket Unconfirmed Pick Confirm Pick Ready to Pack Ready To Ship Shipped Ready to Print Post 2 nd v Status is v Work gt Se Add Filter v Date x Document Number Customer Name Amount Sales Document Status Requested Ship Date 9 4 2012 FULORD1103 rti custi 2 546 74 Ready to Print Post 9 4 2012 9 4 2012 2 549 83 9 4 2012 9 4 2012 2 566 00 9 4 2012 9 4 2012 158 12 9 4 2012 9 4 2012 2 000 00 7 23 2012 9 3 2012 249 57 m
49. ation 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 110 11 28 2012 m 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 E O Customer Hame Ship To Address F Line Items by Order Entered itemNumber OAD DUM 64 Gy Ordered gt AE eACH Amount Recenved 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 PO 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
50. ault Site ID O O Customer Name Customer PO Number Line Items by Order Entered OAL D UdM CA By Ordered gt AS mem AC 88800 Amount Recerved 341 45 Terme Discount Taken 000 On Account Comment ID Halds User Defined Distributions Commissions 4 dP H Document Status Fig Order Created in Microsoft Dynamics GP e n 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 been selected from Magento as shown in the following figure Confidential i95Dev 19 of 110 11 28 2012 Er Sales Transaction Entry File Edit Tools View i Save Type Type ID Document Ho Options Additional Help Actions Y Order STDORD ORDST 3508 aTa carmes 9 imme Customer ID iimm kelli C E aa Line Items by Order Entered Customer Name Ship To Address ltem Number DEMO1901 Description Demo product Oty to Deliver Oy Fulled ssf 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 OAO Dom A AvOrdeed gt A E Unt Pice ee O Call us Now 301 760 7499 m Ia i ravi Platinum 9 f2012 Extended Price Site ID Price Level
51. b New building road New building road New York New York 10008 New York New York 10008 United States United States T 9497223322Extn 0000 T 9497223322Extn 0000 F 0000000000 F 0000000000 Fig Order Status New in Magento Confidential i95Dev 81 of 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas Order Status gt Ready to Print Picking Ticket e Select Action gt Transfer to Invoice which opens up a Sales Transfer Documents as shown in the following figure e Check the Transfer to Invoice amp Include Totals and Deposits option e Click Transfer Em Sales Transfer Documents Jeo Ea File Edit Tools Help ravi Platinum Sf4f2012 uotes Back Orders Transfer to Invoice Transfer to Invoice F Include Totals T include Totals and Deposits D Transiter to Order D Transterta Order F Include Totals F include Totals and Deposits order Invoices W Transfer to Invoice a Create Back Order T Include Totals Create Back Order F Include Totals and Deposits ltem Guantity Shortage Override Shortage Kit Quantity Shortage Override Shortage Preview Transter Cancel Fig Transfer to Invoice e Once you Click Transfer you will get a Report Destination window e Check mark the Screen or Printer depending on your requirement Confidential i95Dev 82 of 110 11 28 2012 Call us Now 301 760 7499 Report Destination Report Information Mame SOP Transfer Log Op
52. ck 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 a Rey Ex Rudra Fabrikam Inc 4 12 2017 J 4 gt ca L 64 9 Bal sales Transaction Entry Eile Edit i Save Type T ype ID Document No Tools View Options Additional Help Actions Y 10 70 2011 SALES ORDER WAREHOUSE Order ORDST 2925 GUESTOOOOS9 Customer Name Wick Jones Ship To Address 01 STDORD tali gt al gt Date Batch ID Default Site ID Customer PO Number Currency ID Customer ID Ey 155 Gibbs St 512 j Z US gt Line Items by Order Entered x Dial D UofM CA Oty Ordered gt A Unit Price Extended Price EACH 1 E 0 00 ltem Number wA TCH 200 00 0 00 200 00 0 00 Subtotal 200 00 Amount Recened Terms Discount Taken On Account Comment ID User Defined I4 d P H by Document No Confidential i95Dev 205 00 gt 0 00 0 00 Document Status 33 of 110 Trade Discount Freight Miscellaneous Tax Total Hew Fig Order Placement by a Guest Customer 0 00 5 00 0 00 0 00 205 00 v 11 28 2012 Call us Now 301 760 7499 Shipment Creation from Magento to Dynamics GP Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Orders e Open the required Order that you would like to create Shipment for e Thi
53. csscccesscccesccssscccesscccesececeseceseeceseeseusessenes 66 CUSTOMER ADDRESS UPDATE WITH WEBSTADD FROM GP ccc cece csccceeccceeccceecceesccessceesceueeees 66 CUSTOMER ADDRESS CREATION WITHOUT WEBSTADD FROM QP uuu cece cece ceccscceeccscesceescessenseees 69 ORDER OO aa eects esacecaes ta ste aenesebceceenecens EEEE 72 GP TO MAGENTO INVENTORY QTY WEIGHT PRICE AND COST UPDATE ssssssssssssssssrresesssse 75 ORDER STATUS FROM GP TO MAGENTO os csscesiecacictueeiusastosabcbessdsienenosonic speeds easeneuderdabedasabdsasavesansteeacavs 80 GP CONNECTIVITY SIGNAL DISPLAY IMPLEMENTATION RELEASE I 00 0 cece ec eeecceeeceeeeceeeeees 95 FAILED TRANSACTION CUSTOMERS PRODUCT ORDERS SYNC REPORT FROM MAGENTO TO GP RELEASE i oo ccc ccc ccccccccccssecesseccseccescesscceccescccescessccescescesencescessssesceseeses df A 97 FAILED TRANSACTION CUSTOMERS PRODUCT ORDERS SYNC REPORT FROM GP TO MAGENTO RELEASE l ccc ccccccecccesccesscesscescccssccssccsscsssessecssecsceescecss Min BE Smee 100 CONFIGURATION IMPLEMENTATION FROM MAGENTO TO GP RELEASE I ou eee ce eeeees 102 LOCALE IMPLEMENTATION WITH DEFAULT ENGLISH RELEASE II 0 0 ecceececcceessseeeeeeeeneees 105 MULTI CURRENCY IMPLEMENTATION RELEASE II 0 ccc cccccsssecccessssteceeeeessseeceeeessseeeceeeesaees 107 Confidential i95Dev 2 of 110 11 28 2012 Call us Now 301 760 7499 i95Dev Magento GP Connect User Manual Gold Mag
54. cument Status Ready to Print Picking Ticket iF EFI Fig Sales Transaction Entry with Back Order Product e Select the required Order e Click the Arrow button for the Item Number as shown in the above figure e Once you click the arrow mark you will see the following figure e You can see the Number of Back Order Products Confidential i95Dev 41 of 110 11 28 2012 Call us Now 301 760 7499 ry Sales Item Detail Entry File Edit Tools Options Help rawi Platinum 8 30 2012 k Save gt lt Delete item Number D UofM_ _ CA Quantity to Deliver gt YB Unit Price Estended Price Quantity Fulfilled Quantity Canceled Oty to Back Order EACH 17 000 00 16 000 00 Quantity Available Subtotal Site ID WAREHOUSE I Exceptional Demand Pouce Level l WHOLESALE Im Requested Ship Date 873072012 a Shipping Method FREE_SHIPPING Date Fulfilled Site Tax Schedule ID l USASTCOITY 6 Actual Ship O abe r307 201 2 HA a o G j ltem T ax Option Teritory ID 5 ltem Tax Schedule ID Comment ID Bae Calculated T ax Ship To Address ID ltem Type Fit Mon lnwentory ltem laquiry Seral ot Fig Order with Back Order Products in Dynamics GP e You can also check the Inventory of the Products directly unlike above process in order to know whether the Products been ordered under Back Order option e Select Inventory gt Item which pops up Item Maintenance window J Search for the Product
55. ddress 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 00 276 00 SKU DEMO1901 Fig Order Created from GP to Magento In order to check back the Order Creation in Dynamics GP thats 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 18 of 110 11 28 2012 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 g f2012 Save Actions Type Type ID Order STDORD we U Document No Batch ID CustomerID G20PLONIEIS f O Def
56. dmin Panel e Navigate to Customers gt Manage Customer e Select the Customer that s been created in Dynamics GP e You will see the Customer Information in Magento as shown in the following figure Confidential i95Dev 53 of 110 11 28 2012 Call us Now 301 760 7499 a Christopher Samantha lt Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Account Information Main Website Associate to Website First Name Middle Namednitial Last Name Samantha Suffix Email CSamantha test com AF Date Of Birth Tax AT Number Gender Fig Customer Creation from Dynamics GP to Magento Customer Update from GP Customer Update from GP without WEBSTADD Menu Navigation e Open Dynamics GP e Select Sales gt Customer gt Customer ID e Update the personal information like First Name Last Name as shown in the following figure Note Only First Name amp Last Name can be updated but nothing else e You can update each and every field of Customer Maintenance window for any Customer ID e Click Save Confidential i95Dev 54 of 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas k a E Naveen Fabrikam Inc 4 12 2017 wy White Letters w a sig Customer Maintenance File Edit Tools Help Ly Save Clea XX Delete Customer ID Mame Short Hame Statement Hame Address ID Contact Address City State IP Code Country Code
57. e 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 195Dev 16 of 110 11 28 2012 Drive your ideas M Magento products New Products My Account Address Book Call us Now 301 760 7499 My ACCOUNT MY WISHLIST UF MY CART O CHECKOUT Q Enter search keyword Go ADD HEW ADDRESS Account Dashboard Account Information Address Book Order History Biling Agreements Recurring Profiles My Product Reviews hy Tags hy Wishlist My Downloadable Products Mew sletter Subscriptions Gift Card Sift Registry My Invitations 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 57969 atdatda Mii Florida 545454 United States T 1 Default Shipping Address change shipping address kali james dats455 dall Florida 554 United States T 654254 Credit History Fig Different Billing amp Shipping Addre
58. e 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 Get help for this page eS 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 Qty Subtotal Discount Row Subtotal Action Shopping Cart 0 wilson products 123 se 360 00 1 360 00 0 00 360 00 v No items SKU 789 qw Configure Custom Price F Apply 200 00 Gift Options AY Total 1 product s Subtotal 360 00 0 00 360 00 Enter custom price excluding tax Update Items and Oty s Fig Providing a Custom Price for a Product e Click Update Items amp Qty Confidential i95Dev 21 of 110 11 28 2012 Call us Now 301 760 7499 Magento Ente rprise Global Record Search Record Search 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
59. ebsite Parker parkerstella gmail com General 222222Extn 0000 21136 United Maryland Steella States 2 G20PLO00274 Website John johnsteve gmail cam General 2222220000Extn 0000 21136 United Maryland Steve States 3 TE GP test gp gpuserTESTGP10 F abrikaminc com General 1000000000Extn 0000 21136 United Maryland States 4 G20PL000275 website Ricky rickyjohn gmail com General 3333330000Extn 0000 60609 United Illinois John States Fig Displaying Customer Origin Back Orders Menu Navigation e Open Magento Admin e Login to Admin Panel e Select an Order amp Open it e Select a Product that has no Inventory e Inthe following figure you can see that Qty 6 e Enable Back Order option as shown in the following figure Confidential i95Dev 37 of 110 From To il Aug 21 2012 6 02 42 PM Aug 21 2012 6 16 25 PM Aug 21 2012 6 24 10 PM Aug 21 2012 6 34 41 PM 11 28 2012 Call us Now 301 760 7499 Multi Core Processor Default Inventory Manage Stock Ves GLOBAL Use Contig Settings aty G SLOBAL aty for tem s Status to become o LOBAL Out of Stock Use Contig Settings Minimum ty Alloyed in Shopping 4 LOBAL Cart Use Contig Settings Maximam tty Alloyed in Shopping 4 oo00 LOBAL Cart Use Contig Settings Oty Uses Decimals Alo 2 L Backorders Allow Qty Below O ae LOBAL Use Config Settings Motify for Quantity Below 4 LOBAL Use Contig Settings Enable at
60. ed 2 Price Level a Accounts Address Options Emai r 4 P Fl 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 Confidential i95Dev 7 of 110 11 28 2012 Call us Now 301 760 7499 Customer Update from Magento Admin Menu Navigation Confidential 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 Frefix First Name Middle Name initial Last Name Sufix Email Date Of Birth TaxVAT Number Gender New Password i95Dev Default Store View General x James Wat Password Management E Send auto generated password Fig Updating the Existing Customer Details o Update the Billing amp Shipping Address details of
61. eived which pops up Sales Payment Entry window e Enter the Amount Received amp Select the required Payment Method option as shown in the following figure e Provide required Credit Card Details or Check Details Note We only support Credit Card Payment Cash Deposit amp Check e Click Insert e Click OK which will take you to the previous screen Confidential i95Dev 73 of 110 11 28 2012 Drive your ideas il sales Payment Entry File Edit Tools View Help Amount Received 39 00 Payment Deposit Type Checkbook ID Check Number Credit Card Payment 471272017 0 0 0000 Date Posting Date Cash Receipt Humber Amount Currency ID Insert gt Remove Type Date Checkbook Card Name Credit Card Payment 4 12 2017 Call us Now 301 760 7499 b a Es sa Fabrikam Inc 4 12 2017 COD Amount 0 00 Credit Informat Card Name s VISA Card Number Pe 11 Expiration Date 04 2018 F Authorization Code Frocess Electronically Accounts Cash Account Description Deposits Description Currency ID Amount Recerved Check Card Number 2 US Amount Remaining Document 33 00 39 00 Total Amount Remaining 39 00 gt tea Fig Providing Credit Card Details for an Order from GP EA Oty Ordered po Oty to Back Order 0 00 33 00 gt A gt from On Account to Account Received as shown in Fs Fos x sa Fabrikam Inc 4 12 2017 D s gt EALA gt Q
62. ember 21 2012 Gethelp for this page Add New Reset Filter Search Date Action product product product product product product e Select Scheduler Name e Click Search johnson Samsung C3303 Champ Unlocked GP Server Not able to Responce offline product jennath GP Server Not able to Responce Acer Tempo DX900 Dual SIM Unlocked Fig Report of Failed Products Order from the drop down list From 5 To fj Nov 17 2012 3 55 29 AM Nov17 2012 3 55 49 AM Nov 17 2012 5 10 20 AM Nov17 2012 5 12 26 AM Nov 19 2012 3 45 48 AM e You will see report of all the failed Order as shown in the following figure Magento Enterprise Dashboard Sales Catalog Mobile i95Dev Sync Failed Records Report Page 1 Scheduler Name he Identified Number order 100000122 100000139 100000144 Confidential i95Dev Customers Global Record Search Logged in as admin Wer Newsletter Promotions CMS Reports System of 1 pages View 20 wv perpage Total 3 records found Name Error Message quest cust Ik register 123 register 123 Fig Report of Failed Orders 99 of 110 November 21 2012 Gethelp for this page Add New Reset Filter Search Date To Nov 20 2012 9 39 48 PM Nov 21 2012 2 52 37 AM Nov 21 2012 3 04 55 AM Action 11 28 2012 Call us Now 301 760 7499 Drive your ideas Failed Transaction Customers Product Order
63. en created from Dynamics GP as shown in the following figure eS Order 100000194 Sep 4 2012 4 12 09 AM Back Send Email a Fl Ship Order 100000194 Order confirmation email not sent Account Information Order Date Sep 4 2012 4 12 09 AM Customer Name Raymond Taylor Order Status Pending Email raymond i95dev com Main Website Customer Group Wholesale Main Website Store Default Store View Purchased From GP Order Information GP Order ID ORDST2518 GP Order Status New Billing Address Shipping Address Raymond Taylor Raymond Taylor Maryland California Maryland california cenral maryland Maryland 90006 california California 90006 United States United States T 9052451122Extn 0000 T 91770957 62Extn 0000 F 9848902086 F 9848902086 Fig Order Created from GP GP to Magento Inventory Qty Weight Price and Cost Update Menu Navigation e Open Dynamics GP Confidential i95Dev 75 of 110 11 28 2012 Call us Now 301 760 7499 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 Quantity on Hand amp Available of an Item prior updating the Inventory Short Description CD ROM Generic Description CO ROM Class ID 0O Item Type Sales Inventory Quantity Decimals Valuation Method FIFO Perpetual Currency Decimals Sales Tax Option Purchase Tas Option Tax Schedule ID Tax Schedule ID U of H
64. ento 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 Dynamics Great Plains to expand a potential for new features and functionality i95Dev GP Connect Extension Gold version supports the following Features l Customer Sync ll Inventory Update lll Customer Order Data Sync IV Customer Offline Update V Order Offline Update i95Dev Magento GP Connect User Manual The following User Manual document helps the Gold 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 110 11 28 2012 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
65. ewsletter 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 BSE 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 110 11 28 2012 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 manner NEE 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 Gpsyne 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 Orde
66. f Birth 5 Tax AT Number Gender Fig Updated Customer Information from Dynamics GP to Magento Customer Address Creation from GP Customer Address Creation with WEBSTADD from GP Menu Navigation e Open Dynamics GP e Select Sales gt Customer e Click Customer which pops up a Customer Maintenance window e Select the required Customer e Enter WEBSTADD in Address ID amp Provide the Address Details such as City Zip Code Country State Short Forms Phone 1 etc e You can even create the email address by Clicking i symbol which is next to Address Search icon as shown in the above section i e Customer Creation from GP with WEBSTAAD e Inthis scenario i e Customer Address Creation with WEBSTADD the WEBSTAAD Address is treated as Billing Address as Shipping Address as shown in the following figure Confidential i95Dev 58 of 110 11 28 2012 Call us Now 301 760 7499 m Customer Maintenance Miei File Edit Tools Help ravi Platinum 9 4 2012 el Save Cea X Delete Ww Write Letters Customer ID E Hold Inactive Farent Customer ID Christopher Samantha Statement Name Pty Address ID WEBSTADD re UPS Zone ZIP Code Shipping Method Country Lode Tax schedule ID Country Ship Complete Documents wwe WEBSTADD ACT Comment 1 BilTo S WEESTADD ACT Comment 2 rs Statement To paso R Trade Discount 000z Salesperson ID is Payment Terms Territory ID EA Discount Grace Feriad Due
67. g figure Confidential i95Dev 72 of 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas EEE lig sales Transaction Entry c fame File Edit Tools View Options Additional Help sa Fabrikam Inc 4 12 2017 Gi Save Actiong ZS Type Type ID Order STOORD E Date 42 2017 H gt Document Ho 0RDST2518 calal gt Batch ID Gall gt Customer ID DEMOOOO048 gt Default Site ID WAREHOUSE he Customer Name Rapmond Taylor Customer PO Number Ship To Address i ka California ij Currency ID 2U5 gt Line Items by Order Entered oes ltem Number iali gt OG UotM EA Oty Ordered gt 4 E Unit Price Extended Price m 0 0 00 0 00 Desorption dS WAREHOUSE OD Price Level DEFAULT kall T QytoDeiver o 20 Unit Cost 0 00 Oty Fulfilled D eho hh 7 rl Oe g Y FUNE as F 5 Shipping Method fi ReqShipDate 4 12 2017 GtyCanceled OQ or ai Quantity Available Date Shipped 0 0 0000 Oty to Back Order 0 Subtotal 14 00 Terms Discount Taken 0 00 gue Discount e 2 On Account 39 00 a Freight ap SEE Miscellaneous cy gt Tax 0 00 gt i4 d P Fl by Document Ho A New fy Amount Received 0 00 gt Comment ID Fig Order Creation from GP e Once you place an Order from Dynamics GP you will see the Amount in On Account column e You need to make it to Amount Received amp it can be done by Cash or Check or Credit Card Payment e Click the arrow mark which is next to the Amount Rec
68. gento Order Status from GP to Magento Note This Order Processing is common for both Registered Customers amp Guest Checkout from Magento Order Status gt New Whenever you create an Order from Magento or Dynamics GP the Order Status would be New In order to check the Order Status Changing at Magento as and when an Order undergoes through the Fulfillment process at Dynamics GP please follow the navigation shown below Menu Navigation e Open Dynamics GP e Select Sales Card gt Sales Transaction Entry e Select Order gt Order Number as shown in the following figure Confidential i95Dev 11 28 2012 Call us Now 301 760 7499 m Sales Transaction Entry Fie Edit Tools View satish Platinum 8 27 2012 Save Actions Type Type ID Order STDORD f 8 27 2012 Document No Batch ID SALES ORDER EEE OOOO ee Customer PO Mumber Line Items by Order Entered OAD D Uom 4O Ordered gt AN E On 4ccount Comment ID Holds User Defined Distributions Commissions r d F Fl Document Status Fig Order Created e n order to check the New Status at Magento Admin follow the navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Order e Select the required Order amp Open e It will show the following screen which provides the Order Status as New GP Order Information GP Order ID ORDST2928 GP Order Status aap New Billing Address Shipping Address Galry Hob Galry Ho
69. hlist oy First Name Middle Namednitial Last Name Suffix Email Date Of Birth Tax AT Number Gender Fig Customer Creation from Dynamics GP to Magento Customer Creation from GP with WEBSTADD Menu Navigation Open Dynamics GP select Sales gt Customer Enter the Customer information as shown in the following figure Enter Customer ID manually where in Customer ID should be Alpha Numeric or Alphabets or Numerical Special Characters are Not Accepted Provide Class ID amp Customer Name as per your requirement It a mandatory that you provide the Address Details such as City Zip Code Country State Short Forms Phone 1 etc in Dynamics GP in order to Create a Customer Address Successfully in Magento Click i which is next to the Address ID search icon which pops up Internet Information window as shown in the following figure Confidential i95Dev 5l of 110 11 28 2012 Call us Now 301 760 7499 Customer ID PLATINGOOOD2 Christopher Samantha Address ID 4 WEBSTADD CS amanthatatest com E mail Addresses To ey Bec Internet Information P mail CS amanthatatest com Home Page FTP Site Image Messenger Address Lagin Password User Defined 1 User Defined 2 l Additional Information 4 F Fl Fig Customer Email Address Creation from GP to Magento e Provide your email address in the Internet Information Screen e Click Save amp
70. i Help Date 4 12 2017 Batch IB Default Site ID Customer PO Number Currency ID WAREHOUSE Ej Z US gt Ay Unit Price 0 00 Extended Price 0 00 Site ID Price Level Ship To Address ID Shipping Method Quantity Available E 0 00 Previous Next Subtotal Trade Discount Freight Miscellaneous Tax Commissions Total Document Status New Fig Amount Received over for an Order Dynamics GP e Now you will see the amount transferring the following figure Sal Sales Transaction Entry File Edit Tools View Options Additional Ld Save Actions v Type T ype ID Order STDORD Document No ORDST2518 CQL gt Customer ID DEMOO00048 gt Customer Name Raymond T aylor Ship To Address 01 EZ California Line Items by Order Entered ltem Number DIX gt D UofM Description Markdown Unit Cost 0 00 Oty Fulfilled Reg Ship Date o o o000 Fy Qty Canceled Date Shipped o o o000 9 Amount Received Terms Discount Taken 0 00 On Account 0 00 Comment ID Holds User Defined I4 4 gt bi by Document No Confidential i95Dev 74 of 110 11 28 2012 Call us Now 301 760 7499 e Click Save In order to check back the Order Creation 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 Sales gt Orders gt Order ID e You will see the required Order Information in Magento that s be
71. ion Mame SOP Transfer Log Option Destination W Screen Pile Hame File Format i Append f Replace Fig Printing Reports e Click on Refresh e The Order Status gets changed to Confirm Pack Ready to Pack e In order to check the Confirm Pack Ready to Pack Status at Magento Admin follow the navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Order e Select the required Order amp Open e It will show the following screen which provides the Order Status as Confirm Pick Ready to Pack E3 Order 100000257 Aug 24 2012 3 40 08 PM Back E KEJ kA A Order Date Aug 24 2012 3 40 08 PM Customer Name SCOTT ADAMS Order Status Processing Email scottadams mail com Main Website Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information GP Order ID ORDST2856 GP Order Status tees Confirm Pick Ready to Pack Purchased From General Customer Group Fig Order Status Confirm Pick Ready to Pack in Magento Confidential i95Dev 88 of 110 11 28 2012 Call us Now 301 760 7499 Order Status gt Ready to Ship e Select the same Order e Click on Print Packing Slip as shown in the following figure Print Picking Ticket Fj ri Print Documents E Delete al Fulfillment Order i y Send in E mail Allocate Fulfill A Apply Hold ial Invoice l Print Packing Slip ai n Transfer fe Adv Distribution Actions Modify der Transactions
72. l see the following figure with the Order Status Shipped Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page o One or more of the Cache Types are invalidated Page Cache Blocks HTML output Click here to go to Cache Management and refresh cache types Order View Order 100000657 Aug 30 2012 7 44 21 PM Back ET Send Email Void Hold Information ares Order 100000657 Order confirmation email sent Account Information Credit Memos Order Date Aug 30 2012 7 44 21 PM Customer Name James Bond Order Status a Email james gmail com Comments History Purchased From Main Website Customer Group General A SDP Sei i RP a eee Ee Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information GP Order ID ORDST31 GP Order Status Shipped Transactions Fig Shipment Created for an Order Confidential i95Dev 45 of 110 11 28 2012 Call us Now 301 760 7499 e In order to check back the shipment created from Magento Go to the Dynamics GP and open the selected Order e You will see the following figure with the Order Status Shipped in Dynamics GP i Sales Transaction Entry File Edit E Save Type Type ID Document Ho Tools View Options Additional Achons Fulfillment Order FULORD1111 Customer ID Customer Name Ship To Address Line lteme by Order Entered ltem Number DEMO1305 EACH On Accou
73. lt Tax Default Site Id UnSaved Address Pretix Custom Webservice FulFillment Document ld GP Company Database Magento Webservice URL Company Mame 301 760 7499 Bi wWebstadd 3 sales order guest default iWSdevteam dev i9Sdev com stdord each 1 all details warehouse unsaved Http localhost customwvebseniceplatinumnew dyt fulord plat Http 922 168 0 1 S0fenterprise 1 10 1 Tfapive soi fabrikamine Fig Providing GP Configurations in Magento Confidential i95Dev 106 of 110 Call us Now 11 28 2012 Call us Now 301 760 7499 Drive your ideas Multi Currency Implementation Release II 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 1 MY CART 1 v CHECKOUT 8 Q Enter search keyword GO i95dev Shopping Cart PRODUCT NAME MOVE TO WISHLIST UNIT PRICE ATY 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
74. mail M d P k by Customer ID Fig Different Address Creation for Shipping with WEBSTAAD e Click Save e Now Open the Same Customer e Assign Address provided in 01 to Shipping by entering 01 for Ship To e Click Save e Now again Open the Same Customer e You will see the following figure with WEBSTADD address assigned to Billing amp 01 Address is assigned to Shipping as shown in the following figure Confidential i95Dev 60 of 110 11 28 2012 Call us Now 301 760 7499 m Customer Maintenance File Edit Tools Help ravi Platinum 9 3 2012 Le Save Clear x Delete w write Letters Customer ID PLATINOOO002 Hold E Inactive Parent Customer ID Mame Christopher Samantha Short Name Christopher Sami i Clase ID GENERAL Statement Name Christopher Samantha Priority Address ID WEBSTADD a Contact Christopher Samantha Phone 1 875 465 9865 Ext 0000 Address Billing Phone 2 000 000 0000 Ext OOD Phone 3 000 000 0000 Ext OO00 000 000 0000 Ext OOO City New york State UFS Zone ZIF Code Shipping Method Country Code Tas Schedule ID Country phates Ship Complete Documents E on I Ship To CALI Comment 1 SSS BilTo WEBSTADD WP AC Comment 2 SS Statement To WEBSTADD Trade Discount 0 00 PERAE ID Fayment Tems Ooo Territory ID A DiscoutGrace Period Wa lt 1 Type Due Date Grace Period Address User Defined 2 ric Lee DEFAULT 4 4h H by Cu
75. me Christopher Samantha Priority Address ID WEBSTADD FE iy Contact Bayle i Phone 1 Address Phone 2 000 000 0000 Ext 0000 City ba S Nash l 7 State M UPS Zone ZIP Code 5699 Leim Leri ri Country United States ShipTo 01 m BE Comment 1 Bill To WEBSTADD EALA Comment 2 Statement To WEBSTADD Trade Discount Salesperson ID Payment Terms Territory ID l Discount Grace Period Type Due Date Grace Pernod User Defined 2 Price Level DEFAULT Accounts Address Options E mail 44 P by Customer ID wi Fig Customer Address Update with WEBSTAAD from Dynamics GP e Incase if you would like to update the address for Shipping then Enter 01 in Address ID amp Update the Address Details such as City Zip Code Country State Short Forms Phone 1 etc as shown in the following figure Confidential i95Dev 67 of 110 11 28 2012 File Edit Tools Help LL Save Clear x Delete ma write Letters Customer ID Short Hame Statement Hame Address ID Contact Address City State F Code Country Code Country ship To Bill To Statement To salesperson ID Territory ID a Type User Defined 2 4 P Fl PLATINGOOOO2 Hold Inactive Christopher Samantha Christopher Sam Christopher Samantha oa A Belkin f Shipping WA o o Shipping Qu ye nbd US United Stace eO oooO td td WEBSTADD Price Level by Customer ID Trade Discount
76. nel e Select Sales gt Order e Select the required Order amp Open e It will show the following screen which provides the Order Status as Completed Confidential i95Dev 94 of 110 11 28 2012 Call us Now 301 760 7499 d Order 100000257 Aug 24 2012 3 40 08 PM Back Send Email Hold Order Date Aug 24 2012 3 40 08 PM Customer Name SCOTT ADAMS Order Status Processing Email scottadams mail com Main Website Customer Group General Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information GP Order ID ORDST2856 Purchased From GP Invoice Id FULORD 1083 GP Order Status ad Completed Billing Address Shipping Address SCOTT ADAMS SCOTT ADAMS church street church street rockyille Georgia 20850 rockyille Georgia 20850 United States United States T 9054155540Extn 000 T 9054155540Extn 000 Fig Order Status Completed 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 Global Record Search Logged in as admin Wednesday November 21 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System 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 Crea
77. ngs Minimum Cty Allowed in Shopping S LOBAL Cart Use Contig Settings Maximum Gty Allowed in Shopping 10000 SLOBAL Cart Use Contig Settings Oty Uses Decimals Mo F GLOBAL Backorders ay Allow Gty Below 0 GLOBAL Use Config Settings Motity for uantity Below 1 LOBAL Use Contig Settings Enable Gty Increments Mo GLOBAL Use Contig Settings Stock Availability In Stock GLOBAL Fig Inventory Check of an Item at Magento Admin In order to check the Back Order Creation at Dynamics GP that s been done from Magento Please follow the navigation Confidential i95Dev 40 of 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas Menu Navigation e Open Dynamics GP e Sales Card gt Sales Transaction Entry e Select the required Order e Click the Arrow button for the Item Number as shown in the following figure cry Sales Transaction Entry a Ol gt File Edit Tools View Mpkians Additional Help ravi Platinum 8 S0 2012 Lj Save Actions jai ae Futfiment Order FULORD FO ES Document No Batch ID Customer ID Piatinooooot COA Default Site ID aia iit Customer Hame James Cameron Ship To Address 87989 sfdafda i E stended Price 10 1 7 000 00 170 000 00 0 00 Subtotal 1 70 000 00 Trade Discount On Account i ee Comment ID iscellaneous User Defined Distributions Commissions 1 70 000 00 Id 4 F amp F FI by Document Mo Do
78. nt Comment ID Holds User Defined r 4 P H by Document No Distributions Help earinocoomt O OAV D UoM A AytoDeiver gt A CECH Commissions i O Batch ID Default Site ID Customer PO Number Extended Price 1 500 00 0 00 Subtotal Trade Discount Freight Miscellaneous 500 00 Tax Total Document Status Fig Order Status Shipped at GP e Now go back to Magento amp Open the same Order e Click Invoice tab which shows the following screen Confidential i95Dev 46 of 110 11 28 2012 Call us Now 301 760 7499 New Invoice for Order 100000657 Back LOZ Order 100000657 Order confirmation email sent Account Information eee Aug 30 2012 7 44 21 PM Pee eee aria Band Order Status Processing Email james gmail com Purchased From Main Website Customer Group General Main Website Store Default Store View Placed from IP 202 63 106 180 a GP Order Information GP Order ID ORDST3150 GP Order Status Shipped Billing Address Shipping Address James Bond James Bond 87989 sfdafda 87989 sfdafda MM Florida 545454 MM Florida 545454 United States United States T 45454554545 T 45454554545 Payment Information Shipping Information Credit Card Authorize net Flat Rate Fixed Total Shipping Charges 25 00 Credit Card Type Visa Credit Card Number xxxx 1111 Processed Amount 525 00 Order was placed using USD Product Price Qty Qtyto Invoice Subtotal Tax Amount Discoun
79. nternet Information lolx File Edit Tools Help ravi Platinum o 7i2012 Li Save Cea X Delete Select Information for Customer ID Address ID E mail Addresses Lagin Password User Defined 1 User Defined 2 Additional Information M 4 P Fl Fig eMail Address Created in Microsoft Dynamics GP Creating Customer with Billing amp Shipping Address from Magento Front End Menu Navigation e Open Magento Store Confidential i95Dev 13 of 110 11 28 2012 Call us Now 301 760 7499 Drive fica e Navigate to 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 o sss 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 110 11 28 2012 Drive your ideas M Magento New Products products Mly Account Account Dashboard Account Information Address Book Order History Biling Agreements Recurring Profiles My Produc
80. o Bill To Statement To Salesperson ID Territory ID Type User Defined 2 r d P oF by CustomerID Calfornia cnetral MD 21136 US United States 01 bd Comment 1 01 EA Ef Comment 2 p kah ai Payment Terns kad Discount Grace Period Que Date Grace Perad Trade Discount Price Level UPS one Shipping Method Tas Schedule ID E Ship Complete Documents 0 002 Q 0 i E ar U Fig Updated Customer Information in Microsoft Dynamics GP 195Dev 10 of 110 i95Dev GP Connect Extension provides the flexibility to update customer in different ways 11 28 2012 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 Bynamics
81. p 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 Handling 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 e Total Refunded 0 00 C visible on Frontend 0 00 Total Due 200 00 C Nov 20 2012 5 43 11 AM Pending 141 34 Customer Notified 7 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 109 of 110 11 28 2012 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 b Save Actions Twpe TwpeID Oris STOOD Sf Document No Batch ID Cus
82. play 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 Ifthe 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 Gethelp 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 of11 pages M iew 20 wv perpage Total 219 records found GJ New Order RSS E Exportto CSV v Reset Filter Search Select Visible Uns 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 vilium 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 cu
83. r 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 110 11 28 2012 Sa Sales Transaction Entry Eile Edit Ld Save Type Type ID Document No Tools View Actions Order OROST 2920 P200 4 000004 Eric wayne Customer ID Customer Hame Ship To Address 0z Line Items by Order Entered Deala gt ken Number WATCH Amount Recerved Terms Discount Taken On Account Comment ID User Defined E d k Fl bp Document Ho Options D O ofh E EACH m Additional Help STDOORD an gt kal 155 Gibbs G24 ty Ordered 0 00 205 00 gt 0 00 lt 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
84. read only Document Number P Customer Name Amount 8 27 2012 Fulfillment Order FULORD 1078 SCOTT ADAMS 1 000 00 8 23 2012 Invoice FULORD1055 heally jindal 60 00 FULORD1056 brown jitter 60 00 Fig Print Packing Slip e Once you click Print Packing Slip You will see the popup window as shown in the following screen Microsoft Dynamics GP JON Fal Home Sales Sales Order Transactions Advanced Distribution Transactions Microsoft Dynamics GP Transactions Inquiry Reports Cards Sales Print Picking Ticket Li Print Documents Delete 7 Fulfillment Order a Fae a Sal a Send in E mail v O Apply Hold ia Invoice gt ales is Restrictions Reports GoTo Customers gp Transfer ie Prospects p Modify gt z Blank Paper Salespeople Document format P x Type fo fter gt Hide Options All Sales Transactions a TIN Pe F i A A Receivables Transactions Sales Order Transactions der Invoice Fa Advanced Distribution Transactions y to Print Picking Ticket Unconfirmed Pick Confirm Pick Ready to Pack Ready To Ship Shipped Ready to Print Post Fa Quotes Expiring This Week fiii iiig fiii fiii fiii wi fimi oni fini fin iiii un Fal Ship Complete Orders Add Filter v Transactions Not Submitted Fal Transactions Pending Approval Invoicing Transactions g 9 4 2012 Confirm Pick action completed 0 succeeded 1 failed Print Delete Refresh
85. reet rockyille Georgia 20850 United States T 9054155540Extn 000 Shipping Information Credit Card Authorize net Credit Card Type visa Carrier Title Humber Credit Card Number xe0 1111 United Parcel E yv United Parcel Service US45454545454 ProcessedAmount 1 075 25 Add Tracking Number The order was placed using USD Product Oty Qty to Ship Demo Platinum Product Ordered 1 1 SKU Demo2000 ee Parcel Service 3 Day Select Total Shipping Charges 75 25 Shipment Comments Append Comments Shipment Comments Email Copy of Shipment C r Submit Shipment Fig Entering Tracking Number e Click Submit Shipment button In order to check the Shipment Creation at Dynamics GP that s been done from Magento Please follow the navigation Menu Navigation e Open Dynamics GP e Sales Card gt Sales Transaction Entry e Select the required Order e Click User Defined button e You will see the following screen i e Sales User Defined Fields Entry which provides the Tracking number that s been created from Magento m Sales User Defined Fields Entry File Edit Tools Help ravi Platinum 8 26 2012 Quote Sent Date O O O000 3 Date Field 2 000000 3 Ply as Confirmation iF Document Origin Ordered by PO fetid AUTHORIZE NET Payment Ref Mo 2175446543 ron Fig Tracking Number Viewing in Dynamics GP Payment Methods Confidential i95Dev 39 01 110 11 28 2012 Call us Now 301 760 7499 Dis
86. ress 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 67989 stdatda MMM Florida 545454 United States st Default Shipping Address change shipping address James Cameron 87989 stdatda MM Florida 545454 United States Tec Fig Adding New Address of a Customer It will navigate 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 110 11 28 2012 Confidential 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 hiy 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 Gitt Card Sift Registry hy Invitations Credit History Credit Payment Finance Charges Compare Products Tou have no items to compare Add New Address Contact Information amp First Name Last Nam
87. rs Orders Products will get synced to Dynamics GP amp further will not appear in GP to Magento Reports upon successful synchronization of the records to Dynamics GP Configuration Implementation from Magento to GP Release II Menu Navigation e Open Magento Admin Panel e Select System gt Configuration Click i95Dev GP Connect Setting where in you will see the GP Configuration button as shown in the following figure Confidential i95Dev 102 of 110 11 28 2012 Call us Now 301 760 7499 GP Configuration GF Configuration GP Configuration _ STORE WIE Please Click Here For GP Configuration Moneybookers SERVICES Magento Core AFI ADVANCED Developer I95DEV GP CONNECT 195Dev 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 103 of 110 11 28 2012 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 UserPVb Domain Document IO Default Uchi Tax type Default Tax Default Site Id UnSaved Address Prefix Custom WebService FulFillment Document ld GF Company Database Magento Webser
88. s Sync Report from GP to Magento Release II 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 GP to Magento Reports as shown in the following figure Logged in as Magento Enterprise Global Record Search gged in a Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System One or more of the Cache Types are invalidated Page Cache Click here to go to Cache Management andrefreshca Sales i95Dev Sync Failed Records Report Page 1 ofi pages View 20 perpage Total 14 records found Scheduler Name Identified Number Name product johnson 195Dev Error Renart GP to Magento Report product Samsung C3303 Champ Unlocked F Magento to GP Report product offline product Fig Selecting GP to Magento Report e You will see the following screen where in you will find all the failed Customers Orders Products from GP to Magento Magento Enterprise Global Record Search Record Search Logged in as admin Tuesday November 27 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System ORUETA this page i95Dev Sync Failed Records Report Page 4 of1pages View 20 per page Total 3 records found Reset Filter Scheduler Name Identified number Error message Date From To F
89. s will show you the Order View as shown in the following figure e In Order to do the Shipment i e providing Tracking Number in Magento you have to complete all the Order Statuses of the Fulfillment Process In Dynamics GP until Ready to Ship status e Once you reach the Ready to Ship status at Dynamics GP you will see the Order View screen with Ready to Ship as a GP Order Status in Magento as shown in the following figure eS Order 100000257 Aug 24 2012 3 40 08 PM Back EE Hold Order 100000257 Order confirmation email sent Account Information Order Date Aug 24 2012 3 40 08 PM Customer Name SCOTT ADAMS Order Status Processing Email scottadams mail com Main Website Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information ORDST2856 GP Order ID GP Order Status Ready To Ship General Purchased From Customer Group Fig Order Status Changed to Ready to Ship e Click on the Ship Tab which is on the top most right side e Inthe same Order View page you will have an option called Add Tracking Number under Shipping Information column e Provide the Shipping Carrier amp Tracking Number as shown in the following figure Confidential i95Dev 34 of 110 11 28 2012 Billing Address SCOTT ADAMS church street rockville Georgia 20850 United States T 9054155540Extn 000 Payment Information Call us Now 301 760 7499 Shipping Address SCOTT ADAMS church st
90. senes 34 DISPLAY ORDER ORIGIN IN MAGENTO ORDER GRID VIEW cscccccssscccsscccesscccescceeseceeeseceesessenes 36 DISPLAY CUSTOMER ORIGIN IN MAGENTO CUSTOMER GRID VIEW cccccccsscccesscccesecceessccesesceees 36 BPA O DE ae versace eos eae acest eenae sacs Sek oe eontece so tt noe ciee serene aiadiaeraecanteeneesuacnmauenecssaeb een ceasmeseseccaue 37 INVOICE SYNC FROM MAGENTO TO GP cc cceccccseccccseccceseccceccccessccesscccesecsseusceceaecesseceseeceusessenes 43 CUSTOMER CREATION FROM GP oi jprcacuisast cava idbuaneicsas ee a ea E E a EE EN E 49 CUSTOMER CREATION FROM GP WITHOUT WEBSTADD aisiessnsssssssssessssessesersessessrsessesersessrssrseesrseesee 49 CUSTOMER CREATION FROM GP WITH WEBSTADD ooo ccccccccscccnscceccccceecseccsccescesceusseues 51 CUSTOMER UPDATE FROM GP asscsstecaceaiceaaie sh iwcnioasseneiees enisans AEE ESE 54 CUSTOMER UPDATE FROM GP WITHOUT WEBSTADD uuu c ccc cccccscccecccescesceccecceccescensseuseeues 54 CUSTOMER UPDATE FROM GP WITH WEBSTADD o oo cecccccccceeccceeccessccecccescceesceeseceuseceeeseueeees 56 CUSTOMER ADDRESS CREATION FROM GP uvicccecccceeccccssccccsscccesscccescccesccessssceuscecessceseeceseeseusessenes 58 CUSTOMER ADDRESS CREATION WITH WEBSTADD FROM GBP u cece cece eeccecceeccscesscescesseascessenscess 58 CUSTOMER ADDRESS CREATION WITHOUT WEBSTADD FROM QP uuu cece cece ceccscceecescesscescessenseees 62 CUSTOMER ADDRESS UPDATE FROM GP cece cccccccesccccssccc
91. ss Creation without WEBSTADD from GP Menu Navigation e Open Dynamics GP e Select Sales gt Customer e Click Customer which pops up a Customer Maintenance window e Select the required Customer e Enter 01 in Address ID amp Provide the Address Details such as City Zip Code Country State Short Forms Phone 1 etc e The 01 Address that s been created is treated as Billing Address as well as Shipping Address e You can see in the following figure where in Ship To 01 amp Bill To 01 Confidential i95Dev 62 of 110 11 28 2012 Call us Now 301 760 7499 Em Customer Maintenance File Edit Tools Help Ly Save Clear x Delete my Write Letters Customer ID GPIN22 gg FQ Hold P Inactive Parent Customer ID Short Name Robbin Class ID GENERAL Statement Name Priority Address ID Contact Amazon Phone 1 565 682 2600 Ext 0000 Address Al Street 000 000 0000 Ext OO00 l City State IP Code County Code Country a ship To Bill To Statement To Salesperson ID Teritory ID Type User Defined 2 Price Level DEFAULT Accounts Address Options E mail rr 4 P H by Customer ID Figure Customer Creation without WEBSTADD e Incase if you would like to provide a different address for Shipping then Enter 02 in Address ID e t a mandatory that you provide the Address Details such as City Zip Code Country State Short Forms Phone 1 etc in Dynamics GP in
92. ss 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 110 11 28 2012 Call us Now 301 760 7499 For Shipping Methods Click on the Get Shipping Methods and Rates link and 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 5i Ship F Reorder H 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 A
93. stomer ID Fig Address Creation for Shipping with WEBSTADD as Billing Address e Click Save In order to check back the Customer Address Creation 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 Customers gt Manage Customer e Select the customer that has been updated in Dynamics GP e Click on Address tab which shows the two different addresses that s been created from Dynamics GP as shown in the following figures Confidential i95Dev 61 of 110 11 28 2012 Call us Now 301 760 7499 Customer Information 2 Christopher Samantha Back Create Order Delete Customer Manage Shopping Cart Customer View Customer Addresses Edit Customer s Address Add New Address Addresses Rob Chill s 5 S aP First Name Orders ai 9 Shipping Middle Namednitial Rock elly Maryland 21113 United States Last Name T 6598659865Extn 0000 Newsletter Suffix Default Shipping Address Company Prefix Product Reviews Street Address Shipping Christopher Samantha R Biling Shipping Billing l New York New York 11022 City Rock elly United States T 8754659865Extn 0000 Country United States Defaut Billing Address State Province Maryland Default Shipping Address Zip Postal Code 21113 Telephone 6598659865Extn 0000 Fax Figure Addresses Created from GP to Magento Customer Addre
94. stomer test 7 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 Confidential i95Dev 36 of 110 11 28 2012 e Select Customers gt Manage Customers Call us Now 301 760 7499 e You will see the following screen with the Customer Origin which lets you know about the 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 Enterprise ies cee Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System One or more of the Indexes are not up to date Product Prices Click here to go to Index Management and rebuild required indexes Manage Customers Page 1 of19pages View 20 vy p age Total 365 records found a Exportto CS v Select All Unselect All Select Visible Unselect visi 0 items selected Actions ID GP Customer ID origin Name Email Telephone ZIP Country State Province Get help for this page Add New Customer Preset Fiter J Search J Sut Customer Since Action Any From All Coun To 1 G20PLO000273 W
95. t Amount Row Total Product for GP Demo 500 00 Ordered 1 1 500 00 0 00 0 00 500 00 SKU Demo1905 Shipped 1 Paid Amount Refund Amount Shipping Amount Shipping Refund Order Grand Total 0 00 0 00 0 00 0 00 525 00 Invoice Totals Invoice Comments Subtotal 500 00 Shipping amp Handling 25 00 Grand Total Excl Tax 525 00 Tax 0 00 Grand Total Incl Tax 525 00 Amount Capture Online Y Append Comments Email Copy of Invoice Submit Invoice Fig Invoice Creation for an Order e Click Submit Invoice as shown in the above figure e Once you click submit it will take you to the Order View Page e Click on Invoice tab e You will see the following figure with the generated invoice of a particular Order Confidential i95Dev 47 of 110 11 28 2012 Invoice 100000078 Pending Aug 31 2012 3 08 52 PM the invoice email is not sent Order 100000657 Order confirmation email sent Order Date Aug 30 2012 7 44 21 PM Order Status Processing Main Website Main Website Store Default Store View 202 63 106 180 Purchased From Placed from IP Billing Address James Bond 87989 sfdatda MM Florida 545454 United States T 45454554545 Payment Information Credit Card Authorize net Credit Card Type Visa Credit Card Number xxxx 1111 Processed Amount 525 00 Order was placed using USD Items Invoiced Product Product for GP Demo SKU Demo1905 Invoice History Comment Me oa
96. t Reviews biy Tags My Wishlist biy Downloadable Products Mew sletter Subscriptions Gift Card Git 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 Confidential i95Dev Call us Now 301 760 7499 MYACCOUNT MY WISHLIST 1S MY CART 0 CHECKOUT Q Enter search keyword GO My Dashboard Thank you for registering with Main Yyebsite Store Hello James Cameron From your hiy Account Dashboard you have the ability to wiew a snapshot of your recent account activity and update your account information Select a link below to wiew or edit information Account Information Contact Information edit Mewsletters edit James Cameron Tou are curently 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 hawe 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 Add
97. te Ww write Letters Customer ID GF11122 Hald P dnactivel Parent Customer ID Ta short Name Class ID GENERAL Address ID oo SEME Contact Amazon Phone 1 565 682 2600 Ext 0000 Address Al Street Phone 2 000 000 0000 Ext 0000 000 000 0000 Ext 0000 000 OO0 0000 Ext OOO City Newyork State ZIF Code B3633 Country Lode County United States y wl Comment 1 Comment 2 UPS one Shipping Method Tax Schedule ID ship To Bill To Statement To Salesperson ID Territory ID Type User Defined 2 r Trade Discount Payment Terms Discount Grace Period paraa Due Date Grace Ferod Price Level Accounts Address Options E mail I4 d P P by Customer ID O amp Fig Different Address Creation from Dynamics GP to Magento In order to check back the Customer Address Creation 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 Customers gt Manage Customer e Select the customer that has been updated in Dynamics GP e Click on Address tab which shows the Address details created from Dynamics GP as shown in the following figure Confidential i95Dev 65 01 110 11 28 2012 Customer Information Customer View Addresses Orders Product Tags Call us Now 301 760 7499 Back Reset Create Order Delete Customer Manage Shopping Cart Save Customer Sa
98. te New Order Page 1 of pages View 20 w perpage Total 129 records found New Order RSS B Export to CSV v Lg Ec Select Visible Unselect Visible 0 items selected Actions Ea Order GP Order Origin Purchased From Store PurchasedOn Bill to Name Ship to Name G T Base G T Purchased Status Action Any v v From F From From v To F To To Fig GP Connectivity Blinking Signal Green e f 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 Confidential i95Dev 95 of 110 11 28 2012 Call us Now 301 760 7499 e f 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 i95Dev GP Connect Last Five Succesfull Orders Magento Order ID GP Order ID Customer Name Total 100000152 ORDST5326 sern 397 65 Status Pending 100000151 ORDST5325 sreyan 910 00 100000150 ORDST5324 sreyan 730 00 100000149 ORDST5323 admin 3 253 52 100000148 ORDST5317 guesty 1 427 75 Pending Pending Processing Processing Last Five Failed Orders Magento Order ID GP Order ID Customer Name Total 100000144 100000139 100000122 Status register 1 344 76 Pending register 885 51 Processing quest cust 454 00 Pending Close Window Fig Displaying Last 5 Failed amp Successful Orders Note In order
99. tem s O 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 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas eco aoe sa Fabrikarmn Inc 4 12 2017 ma Customer Maintenance File Edit Tools Help GE Save Oea X Delete W write Letters x G205 000008 Name James Watmore Short Mame James Watmore Claes ID GENERAL Customer ID fa ClHod O Inactive Parent Customer ID Statement Name Address ID Contact Address James WW atmore 0 ale Danny Louiz california Priority Phone 1 Phone 2 Mone 31 9 97 Ext 007 000 000 0000 Ext OO00 james street bbe road door not 12 4568 Phone 3 O00 000 0000 Ext OO00 Fax 1 595 6238 Ext 9740 City california cnetral State CA UPS Zone ZIF Code SO00E Shipping Method Country Code Us fd Tax Schedule ID Country United States Ship Complete Documents Ship To 01 EA Ef Comment 1 Bill To 01 i ij Comment 2 Statement To 01 Q Salesperson ID et Territory ID Type Due Date Grace Period User Defin
100. tion Destination W Screen File Hame fe Append f Replace Fig Printing Reports e Click Ok e Fulfillment Order gets created with new Document No e Remember the Document No as shown in the following figure BM sales Transaction Entry File Edit Tools View Options Additional Help Gey Save Actions Type Type ID Fulfillment Order iD E F Date E l Document No FULORD1078 gt k Batch ID SALES ORDER Customer ID _G20PL000323 ay Default Site ID WAREHOUSE Customer Name SCOTT ADAMS Customer PO Number Ship To Address WEBSTADD church street Currency ID Z US v Line Items by Order Entered ar ALl oluan Qlaytodelver SIA UnkPice EMtended Price C EACH 1 1 000 00 1 000 00 0 00 DEMO2000 Subtotal Trade Discount Freight Amount Received I 1 000 00 Terms Discount Taken 0 00 On Account Miscellaneous Comment ID SHAE Tax Holds User Defined Distributions Commissions Total 1 000 00 I4 4 gt bi by Document No Document Status k to Print Picking Ticket LF O Fig Fulfillment Order e Now Go to Sales gt Sales Order Transactions gt Advanced Distribution Transactions as shown in the following figure Confidential i95Dev 83 of 110 11 28 2012 Microsoft Dynamics GP Call us Now 301 760 7499 lel Es gO Home Sales Sales Order Transactions Advanced Distribution Trans
101. 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 E nte rp ri se oO Global Record Search Logged in as admin Wednesday November 21 2012 Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Omer 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 Ship to Name G T Base G T Purchased Status Action Page 1 of pages View 20 w perpage Total 129 records found New Order RSS Select Visible Unselect Visible 0 items selected Order GP Order 2 Origin Purchased From Store Purchased On 4 Billto Name Fig GP Connectivity Blinking Signal Red e f 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 96 of 110 11 28 2012 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
102. tomer ID DAVEJOHNSONT2 f O gt Default Site ID Customer Name Customer PO Number Po ka Line Items by Order Entered temNumber OAA Di UolM A Gy Ordered gt ANE Extended Price se7AS0 Dee 20000 0 00 Subtotal 200 00 Trade Discount 0 00 On Account Freight 0 00 7 Miscellaneous 0 00 Comment ID a l Tax 0 00 Holds User Defined Distributions Commission Total 200 00 la 4 P Pll byDccumertNo en ee Fig Order Created in Microsoft Dynamics GP with Base Currency USD Confidential i95Dev 110 of 110 11 28 2012
103. tral Country United States State Province California Zip Postal Code 90006 Telephone 91 997 007 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 identify that particular customer at Magento You can see the GP Customer ID in the following figure Confidential i95Dev 5 of 110 11 28 2012 Call us Now 301 760 7499 e James Watmore lt Back Create Order Delete Customer Manage Shopping Cart 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 o Account Created in Default Store View Semen ae james street ribbs road door not 12 4568 568 oo ee iii california cnetral California 90006 United States T 91 997 007 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 i
104. u will see the following screen where in you will find all the failed Customers Orders Products 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 of1 pages View 20 w perpage Total 14 records found Reset Filter Search Scheduler Name Identified Number Name Error Message Date Action v From To i product 38 johnson Noy 17 2012 3 55 29 AM 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 Noy 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 om jo 0 jo Sipe je io ic gt io io io io w Lal w w w Lal 3 gt 5 5 5 gt io ie Fig Report of Failed Customer Products Orders e
105. ug 24 2012 3 40 08 PM Customer Name SCOTT ADAMS Order Status Processing Email scottadams mail com Purchased From Main Website Customer Group General Main Website Store Default Store View Placed from IP 202 63 106 180 GP Order Information ORDST2856 GP Order ID GP Order Status Ready To Ship Fig Order Status Ready to Ship in Magento Confidential i95Dev 90 of 110 11 28 2012 Drive your ideas Order Status Shipped e Select the same Order Click Confirm Pack as shown in the following figure Ke Print Picking Ticket F ConfirmPack Wal PrintDocuments E A gt Delete ul E ge Send in E mail Allocate Fulfill my e Apply Hold dit Print Packing Slip fr ee Transfer Adv Distribution Actions Modify F Sales Order Transactions read daly Show results 3P Add Filter 8 27 2012 Print Packing Slip action completed 1 succeeded 0 failed Date gt Document Type Document Number f Customer Name Amount lw 8 27 2012 Fulfillment Order FULORD 1078 SCOTT ADAMS E 8 23 2012 Invoice FULORD 1055 heally jindal Fig Confirm Pack e Once you Click Confirm Pack you will get a Report Destination window e Check mark the Screen or Printer depending on your requirement Report Destination Report Information Name SOP Transter Log Option Destination W Screen w Append C Replace Fig Printing Reports e Click Ok e Click on Refresh Confidential i95Dev 91 of 110 Call us No
106. umbers 123123123 Quote Sent Date F Date Field 2 O OV0000 3 O O 0000 3 Priority Confirmation Ordered by List 2 is Text Field 4 List 3 a Text Field 5 Document Origin Fig Entering Tracking Number for a Shipment 92 of 110 11 28 2012 Call us Now 301 760 7499 Drive your ideas e Enter the Shipping Tracking Number as shown in the above figure e Click Ok Order Status gt Ready to Print Post e Select the same Order and click on Confirm Ship as shown in the following figure Frint Ficking Ticket ret Print Documents z4 A Delete T Fulfillment Order EF Confirm Ship ee Send in E mail Allocate Fulfill are a Apply Hold fl Invoice dit Print Packing Slip a tee Transfer Adv Distribution Actions Modify F Sales Order Transactions read only Show results Swe Add Filter 6 27 2012 Contim Pack action completed 1 succeeded 0 failed Date gt Document Type Document Number Customer Name i f amot I 8 27 2012 Fulfillment Order FULORD 1078 SCOT ADAMS 8 23 2012 Invoice FULORD 1055 heally jindal 60 00 C 8 23 2012 Invoice FULORD 1056 brown jitter 60 00 Fig Confirm Ship e Once you Click Confirm Ship you will get a Report Destination window e Check mark the Screen or Printer depending on your requirement Report Destination Report Information Mame SOP Transfer Log Option Destination W Screen FleName C C CSY f Append f Replace
107. ve and Continue Edit Customer Addresses Edit Customer s Address Prefix First Name Middle Namevnitial Last Name Suffix Company Street Address Mary street City California Country United States State Province California Zip Postal Code 90001 Telephone 21323423440000 Fax Figure Addresses Created from GP to Magento Customer Address Update from GP Customer Address Update with WEBSTADD from GP Menu Navigation e Open Dynamics GP e Select Sales gt Customer e Click Customer which pops up a Customer Maintenance window e Select the required Customer e Enter WEBSTADD in Address ID amp Update the Address Details such as City Zip Code Country State Short Forms Phone 1 etc e You can even update the email address by Clicking i symbol which is next to Address Search icon as shown in the above section i e Customer Creation from GP with WEBSTAAD e Inthis scenario i e Customer Address Update with WEBSTADD the WEBSTAAD Address is treated as Billing Address as Shipping Address as shown in the following figure Confidential i95Dev 66 of 110 11728 2012 Call us Now 301 760 7499 aja Customer Maintenance ol File Edit Tools Help ravi Platinum 9 4fe012 Save amp Clear x Delete w Write Letters E Customer ID PLA TINOOO 0Z Hod Inactive Parent Customer ID Christopher Samantha Short Name Christopher Sam Class ID GENERAL Statement Na
108. vice URL Company Mame Confidential i95Dev wel Bi webstadd 3 sales order quest default iSSdevtearn devissdev com stdord each 1 all details Warehouse unsaved Http localhostcustomwebserniceplatinumnew dyt fulord plat Ato 92 166 0 1 50fenterprise 1 10 1 1fapive soi fabrikamine 104 of 110 11 28 2012 Call us Now 301 760 7499 Locale Implementation with Default English Release 11 Menu Navigation 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 STORE WEW Please Click Here For GP Configuration Moneybookers SERVICES Magento Core AFI ADVANCED Developer I95DEW 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 105 of 110 11 28 2012 GP Configurations GP Configurations Customer Prefix Numeric Digits Default Address Key Company Key Batch Id Guest Prefix Price Level Key IO API User AFI UserPvvb gt Domain Document IDO Default Uath Tax trpe Defau
109. w 301 760 7499 al Fulfillment Order al Invoice 11 28 2012 Call us Now 301 760 7499 In order to check the Shipped Status at Magento Admin follow the navigation lt will show the following screen which provides the Order Status as Shipped Account Information Customer Name SCOTT ADAMS Email scottadams mail com Customer Group General GP Order Information ORDST2856 yp Shipped Shipping Address SCOTT ADAMS church street rockville Georgia 20850 United States T 9054155540Extn 000 GP Order ID GP Order Status Fig Order Status Shipped in Magento Note If you would like to provide Shipping Tracking Number you have to give it before To enter Shipping Tracking Number double click on the Fulfillment order Drive your ideas e Order status gets changes to Shipped e e Open Magento Admin e Login to Admin Panel e Select Sales gt Order e Select the required Order amp Open e eS Order 100000257 Aug 24 2012 3 40 08 PM OriarDate Aug 24 2012 3 40 08 PM Order Status Processing Purchased From Main Website Main Website Store Default Store View Heese 202 63 106 180 SCOTT ADAMS church street rockville Georgia 20850 United States T 9054155540Extn 000 Confirm Ship phase Confidential i95Dev Click on User Defined button which pops up Sales User Defined Fields Entry leg Sales User Defined Fields Entry File Edit Tools Help Maween Fabrikam Inc 4 12 2017 Tracking N
110. y Increments Mo LOBAL Use Contig Settings Stock Availability In Stock GLOBAL Fig Enable Back Order Option for a Product e Now Go to the Magento Store amp Place an Order as shown in the following figure e Inthe following figure the Order was placed for 10 products where in 4 products fall under Back Orders as 6 are available earlier Note In the above scenario the i95Dev GP Connect will consider whole 10 Products as Back Order Confidential i95Dev 38 of 110 11 28 2012 Drive your ideas products New Products Shopping Cart PRODUCT MAME Multi Core Processor wN Continue Shopping Discount Codes Enter your coupon code if you have one APPLY COUPOW Gift Cards Enter the gift card code ADD GIFT CARO Check Gitt Card status and balance Call us Now 301 760 7499 wer ACCOUNT Mr WISHLIST WSF pay CART 10 CHECKOUT ESET Enter search keyword Ga The safer easier way to pay MOVE TO WISHLIST Oo Estimate Shipping and Tax Enter your destination to get a shipping estimate Country United States State Province Please select region state or province City 17 000 00 OR Proceed to Checkout UNIT PRICE SUBTOTAL REMOWE 170 000 00 4 UPDATE SHOPPING CART Subtotal 170 000 00 Grand Total 170 000 00 Check ovt The safer easier way to pay OR Proceed to Checkout Fig Placing an Order with a Back Order Products e Once the

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