i95Dev Magento GP Connect Silver User Manual
Contents
1. 195Dev Magento GP Connect User Manual Silver Edition Version 1 3 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 September 7 2012 Call us Now 301 760 7499 Drive your ideas Contents i95Dev Magento GP Connect User Manual Silver 3 CUSTOMER CREATION FROM MAGENTO ADMIN ccccceccccccccceceeeceeeceeeeeeeeeeeeeeeeueueueueueees 4 CUSTOMER UPDATE FROM MAGENTO ADMIN cccccccccccccceeeeeeeeeeeeeeeeeeeeceeeeeeeeeueeeeeueeeees 8 CUSTOMER CREATION FROM MAGENTO FRONT END ccccceeceeceeceeeeeeeeeeceeeeeeeeeeueeeeeees 11 CREATING CUSTOMER WITH BILLING amp SHIPPING ADDRESS FROM MAGENTO FRONT END 13 ORDER CREATION FROM MAGENTO ADMIN cccccccccccccccceceeeeeeeeeececeeeeeeeeeeeeseeeueeeeeeeees 17 ORDER CREATION FROM MAGENTO FRONT END ccccccccecceceeeeeeeeeeeeeeeeeeeceeeeeeeeeueeeeess 20 MAGENTO ADMIN OFFLINE CUSTOMER UPDATE ccccccecceccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 25 MAGENTO FRONT END GUEST CHECKOUT sssssesssossssesseossosssseosessessessesseosessessesseoseos 28 DISPLAY ORDER ORIGIN IN MAGENTO ORDER GRID VIEW ccccccccccccccccccssssvcccccccccceees 32 DISPLAY CUSTOMER ORIGIN IN MAGENTO CUSTOMER GRID VIEW cccccceessssssccceccccceees 32 GP TO MAGENTO INVENTORY QTY WEIGHT PRICE AND COST UPDATE e0ceee2. Menu Navigation Open Magento Admin Login to the Admin Panel Navigate to Customers gt Manage Customers Click on Add New Customer It navigates to New Customer Provide Customer Details set Associate to Website Main Website All the mandatory fields must be provided as shown in the following figure Account Information Created At hazm M Associate to Website Main Website Created From Default Store View Group Prefix First 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 38 9 7 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
3. Avies a Pice evel gt BytoDeliver o e E Markdown Unit Cost Reg Ship Date Date Shipped 1344 00 g7r20m2 gH EE H ssf Oty Fulfilled Oty Canceled Oty to Back Order Amount Recernved Teme Discount Taken On Account Comment ID Holds User Defined Distibutions Commissions Document Status Fig Shipping Method Creation in Microsoft Dynamics GP Order Creation from Magento Front End 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 e Click on Proceed to Checkout button over the next screen e Login with customer credentials created earlier e Or else 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 Confidential 195Dev 20 of 38 9 7 2012 Call us Now 301 760 7499 e Select Payment Information and continue e Click on Place Order ee Order 100001185 Sep 7 2012 2 30 48 PM Back tral Rete CEECEE Gc Monin Mon Monee peso erate Order Date Sep 7 2012 2 30 48 PM Customer Name jimm kelli Order Status Pending Email kelli amp 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 ji
4. 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 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 22 of 38 9 7 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
5. F 1 8956238974 Default Billing Address Default Shipping Address Prefix First Name Suffix Company Danny Louis Street Address california james street ribbs road door not 12 4568 568 City california cnetral Country United States State Province California Zip Postal Code 90006 Telephone 91 997 007 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 195Dev 3 of 38 9 7 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
6. Offline Order Sync from Magento to Microsoft Dynamics GP Confidential 195Dev 23 of 38 9 7 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 Order ID is sent back to Magento which indicates a successful creation of that particular order in Dynamics GP In order to check back the Offline Order Creation in Dynamics GP that s been done from Magento Front End Back End Please follow the navigation Menu Navigation e Open Dynamics GP e Navigate to Sales Card gt Sales Transactions Entry under Transaction Section e Select Type ID as Order e Click on Look Up button for Document No e Select Order ID from look up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the follow
7. Profile Design Gift Options Inventory Categories Related Products Up sells Cross sells Product Reviews Product Tags Custom Options Confidential 195Dev CD ROM Default Manage Stock Qty Qty for item 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 z Use Config Settings 1 Use Config Settings 10000 Use Config Settings No Allow Gty Below 0 _ Use Contig Settings 1 Use Config Settings Use Contig Settings In Stock GLOBAL GLOBAL GLOBAL GLOBAL GLOBA GLOBAL GLOBAL GLOBAL Call us Now 301 760 7499 Back Delete Duplicate Save and Continue Edit Fig Updated Inventory Check for an Item in Magento 38 of 38 9 7 2012
8. 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 195Dev 26 of 38 9 7 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 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 pop
9. rp rise Global Record Search Record Search Logged in as admin W Dashboard Sales Catalog Mobile Customers Promotions Newsletter CMS Reports System Get help for this page oe One or more of the Indexes are not up to date Product Prices Click here to go to Index Management and rebuild required indexes 2 Manage Customers Add New Customer Page 1 F of19 pages View 20 palpage Total 365 records found E Export to CSV v Reset Fitter J Search Select All Unselect All Select Visible Unselect Visi 0 items selected Actions Submit ID GP Customer ID origin Name Email Group Telephone ZIP Country State Province Customer Since Action Any v From All Coun v From To To Rl 1 G20PLO000273 Website Parker parkerstella gmail com General 222222Extn 0000 21136 United Maryland Aug 21 2012 6 02 42 Steella States PM 2 G20PLO00274 Website John johnsteve gmail com General 2222220000Extn 0000 21136 United Maryland Aug 21 2012 6 16 25 Steve States PM 3 TE GP test gp gpuserTESTGP10 F abrikaminc com General 1000000000Extn 0000 21136 United Maryland Aug 21 2012 6 24 10 States 4 G20PL000275 Website Ricky rickyjohn gmail com General 3333330000Extn 0000 60609 United Illinois Aug 21 2012 6 34 41 John States PM Fig Displaying Customer Origin GP to Magento Inventory Qty Weight Price and Cost Update Menu Navigation e Open Dynamics GP e Select Inventory gt Items which pops up an Item Maintenance windo
10. 00 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 To 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 38 i95Dev GP Connect Extension provides the flexibility to update customer in different ways 9 7 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
11. 2012 Drive your ideas Confidential M Magento New Products products Mly Account Account Dashboard Account Information Address Book Order History Biling Agreements Recurring Profiles My Product 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 195Dev 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 a
12. 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 Defined 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 38 9 7 2012 Call us Now 301 760 7499 Customer Update from Magento Admin Menu Navigation Open Magento Admin Login to Admin Panel Account Information Created At Navigate to Customers gt Manage Customers Select the existing customer and modify the customer details as per your requirement Open the required Customer Click Account Information which is on the left side under Customer Information column Edit the Customer Details as shown in the following figure 12 21 11 E Associate to Website Main Website Created From Group Frefix First Name Middle Name initial Last Name Sufix Email Date Of Birth TaxVAT Number Gender New Password Confid
13. 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 Newsletter CMS Reports System Get help for this page p to date Product Prices Catalog Search Index Click here to go to Index Management and rebuild required indexes eS Order 100000043 Aug 22 2012 4 25 12 PM Back EJ 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
14. 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 customer 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 e Select Customers gt Manage Customers Confidential 195Dev 32 of 38 9 7 2012 Call us Now 301 760 7499 e You will see the following screen with the Customer Origin which lets you know about the Drive your ideas Customers that s been placed from Magento as well as Dynamics GP e Ifthe Customer Origin gt GP it indicates that the Customer is placed from Dynamics GP e Ifthe Customer Origin gt Website it indicates that the Customer is placed from Magento Magento Ente
15. 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 36 of 38 9 7 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 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 37 of 38 9 7 2012 Product Information General Prices Meta Information Images Recurring
16. 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 GP with a specific GP Customer ID Confidential i95Dev 11 of 38 9 7 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 t
17. ddress Fig Customer Creation from Magento Front End Click on the Address Book that is on the left side under My Account column You will see the Default Billing amp Shipping Addresses Click the Add New Address Tab which is on the right side top as shown in the following figure Address Book 2 ADD NEW ADDRESS The address was successfully saved Default Addresses Additional Address Entries You have no additional address entries in your address book Default Billing Address change billing address James Cameron 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 38 9 7 2012 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 I
18. ed 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 Address of a Customer Order Creation from Magento Admin Menu Navigation e Open Magento Admin e Login to Admin Panel e Navigate to Sales gt Orders e Click on Create New Order e Select the Customer Name from the list of customers e Select Order Currency as US Dollar e Click on Add Products e Select the Products e Click on Add Selected Product s to Order e Select one of the Payment Method Confidential i95Dev 17 of 38 9 7 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 t
19. eeees 33 Confidential i95Dev 2 of 38 9 7 2012 Call us Now 301 760 7499 i95Dev Magento GP Connect User Manual Silver Magento is a different entity that falls under eCommerce software where as Microsoft Dynamics GP is another kind of entity that falls under stand alone ERP unlike Magento i95Dev Magento GP Connect is an extension that s developed under the i95Dev Research amp Development which helps to integrate these two entities i e Magento amp Dynamics GP As there is no easier way to directly integrate these two i e Magento amp Dynamics GP a Comprehensive Customization tools are invented to enable Net developers to create a real time transactional connections between Magento amp Microsoft Dynamics Great Plains to expand a potential for new features and functionality i95Dev GP Connect Extension Silver version supports the following Features Customer Update from Magento to GP ll Inventory Update from GP to Magento Ill Customer Order Data Update from Magento to GP IV Customer Offline Update from Magento to GP V Order Offline Update from Magento to GP i95Dev Magento GP Connect User Manual The following User Manual document helps the Silver users in knowing much about the features and the way it works It also educates the users to know the in depth of each and every functional feature Confidential i95Dev 3 of 38 9 7 2012 Call us Now 301 760 7499 Customer Creation from Magento Admin
20. ential 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 customer 8 of 38 9 7 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 Infor
21. est com Main Website Customer Group General Main Website Store Default Store View Purchased From GP Order Information GP Order ID ORDST3508 GP Order Status Hew Billing Address Shipping Address jimm kelli jimm2 kelli 2 jamesstreet jamesstreet2 Rockville Maryland 21136 Rockville Maryland 21136 United States United States T 1212121Extn 0000 T 1212121Extn 0000 Payment Information Shipping amp Handling Information Purchase Order United States Postal Service Priority Mail Large Flat Rate Box 65 45 Purchase Order Number PY MNTOOOO00001 153 Items Ordered Product tem Status Original Price Price Oty Subtotal Tax Amount Tax Percent Discount Amount Row Total Demo produ Ordered 138 00 138 00 Ordered 2 276 00 0 00 0 0 00 276 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 38 9 7 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 Tran
22. f 38 9 7 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 Customer Name Nick Jones Pending Email nick i95dev com Main Website Main Website Store Default Store View 192 168 0 97 Customer Group NOT LOGGED IN GP Order Information GP Order ID ordst2925 GP Order Status New Shipping Address Nick Jones 155 Gibbs St 512 Maryland Maryland MD 20850 United States T 301 760 7199 Shipping amp Handling Information Flat Rate Fixed 5 00 Credit Card Number 4111111111111111 Name onthe Card visa Expiration Date 09 2015 items Ordered Product new watch SKU WWATCH1 Comments History Add Order Comments Status Pe
23. g20s000008 Website Store Store View Lifetime Sales Main Website Main Website Store Default Store View 246 46 All Store Views Average Sale 246 46 246 46 246 46 Recent Orders v Shopping Cart 3 item s Wishlist 0 item s O 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 38 9 7 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
24. ick 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 25 of 38 9 7 2012 Call us Now 301 760 7499 Mobile Customers Promotions Newsletter CMS Reports System ORAE for this page 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 O GP Syne ed OManual Sync we Fig Offline Customer Sync from Magento to Microsoft Dynamics GP Mobile Customers Promotions Newsletter CMS Reports System OR AEETI 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
25. ing figure Confidential i95Dev 24 of 38 9 7 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 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 Cl
26. itional Help STDORD tali gt al gt 2 155 Gibbs St 512 CA Oty Ordered 205 00 gt 0 00 0 00 Document Status Rudra Fabrika 1041072011 SALES ORDER WAREHOUSE Date Batch ID Default Site ID Customer PO Number j Currency ID 2 U5S gt A Unit Price Extended Price 1 200 00 0 00 0 00 Subtotal Trade Discount Freight Miscellaneous Tax Total Hew Fig Order Placement by a Guest Customer 31 of 38 a Rey Ex m Inc 4 12 2017 S gt ca L 64 9 T 200 00 0 00 200 00 0 00 5 00 0 00 0 00 205 00 v 9 7 2012 Call us Now 301 760 7499 Display Order Origin in Magento Order Grid View Menu Navigation e Open Magento Admin e Login to Admin Panel e Select Sales gt Orders e You will see the following screen with the Order Origin which lets you know about the Orders that s been placed from Magento as well as Dynamics GP e 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
27. mation also gets updated in Dynamics GP The Customer Information gets updated in Magento as shown in the following figure james street ribbs road door not 12 4568 568 california cnetral Maryland 21136 United States T 91 997 007 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 38 In order to check back the Customer Creation in Dynamics GP please follow the navigation 9 7 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 0
28. mm2 kelli 2 jamesstreet jamesstreet2 Rockville Maryland 21136 Rockville Maryland 21136 United States United States T 1212121 Extn 0000 T 1212121 Extn 0000 Purchase Order United States Postal Service Priority Mail Large Flat Rate Box 65 45 Purchase Order Number PY MNTOOO000001 153 Items Ordered Product tem Status Original Price Price 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 navigation Menu Navigation e Open Microsoft Dynamics GP e Select Sales Card gt Sales Transactions Entry under Transaction section e Select Type ID as Order e Click on Look Up button for Document No e Select Order ID from loop up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the below figure Confidential i95Dev 21 of 38 9 7 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
29. nding Comment C Notify Customer by Email _ isible on Frontend Item Status Original Price Price Oty Subtotal Tax Amount Tax Percent Discount Amount Row Total Ordered 200 00 200 00 Ordered 1 200 00 0 00 0 0 00 200 00 Order Totals Subtotal 200 00 Shipping amp Handling 5 00 Grand Total 205 00 Total Paid 0 00 Total Refunded 0 00 Total Due Grand Total Submit Comment Fig Guest Customer Placing an Order In order to check back the Order Placement by a Guest Customer in Dynamics GP that s been done from Magento Please follow the navigation Confidential i95Dev 30 of 38 9 7 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 Click on Look Up bution for Document No e Select Order ID from look up window e Sales Transaction Entry window gets popped up with Order details in GP as shown in the following figure Bal sales Transaction Entry Eile Edit i Save Type T ype ID Document No Tools 9 Whew Actions Y Order ORDST 2925 GUESTOOOOS9 Customer Name Wick Jones Ship To Address 01 Customer ID Line Items by Order Entered ltem Number wA TCH Amount Aeceiwed Terms Discount Taken On Account Comment ID User Defined I4 d P H by Document No Confidential i95Dev Options Dial D UofM E EACH E Add
30. nvitations Credit History Credit Payment Finance Charges Compare Products Tou have no items to compare Add New Address Contact Information amp First Name Last Name Company Telephone Fax Address O Address City State Province Fip Postal Code Country Use as my default billing address Use as my default shipping address 654254 dafs455 dall Florida 554 United States a e SAVE ADDRESS Required Fields Fig Default Shipping Address Creation of a Customer e Click on Save Address e You will see the different addresses for Shipping as well as for Billing addresses as shown in the following figure Confidential i95Dev 16 of 38 9 7 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 Unit
31. o the Address ID that pops an Internet Information window Confidential i95Dev 12 of 38 9 7 2012 Call us Now 301 760 7499 You will see the email address as shown in the following figure m Internet Information ol Ea File Edit Tools Help ravi Platinum o 7i2012 Ei Save Clear X Delete Select Information for Customers ka 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 Open Magento Store Confidential i95Dev 13 of 38 9 7 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 38 9 7
32. ped up with Customer details in Dynamics GP Confidential i95Dev 27 of 38 9 7 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 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 Confiden
33. saction 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 Default 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 38 9 7 2012 Er Sales Transaction Entry File Edit Tools View i Save Type Type ID Document Ho Options Additional Help Actions Y STOORD Oder OOO o omst AO a Gaons FOr iimm kelli omen E Customer ID Customer Name Ship To Address Call us Now 301 760 7499 Batch ID Default Site ID Customer PO Number Currency ID aa Line Items by Order Entered OAO Dom A AvOrdeed gt A E Unt Pice Plea Shipping Method Quantity Available O BM Subtotal Trade Discount Freight Miscellaneous ltem Number DEMO1901 Description Site ID Price Level S
34. tial 195Dev 28 of 38 9 7 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 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 195Dev 29 o
35. total 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 35 of 38 9 7 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 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
36. w 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 Confidential i95Dev 33 of 38 9 7 2012 Call us Now 301 760 7499 RA Item Maintenance File Edit Tools Additional Help ravi Platinum 9 4 2012 Short Description CD ROM Generic Description CO AROM Class ID ltem Type Sales Invento Quantity Decimals Valuation Method FIFO Perpetual Currency Decimals CS Sales Tax Optio Purchase Tas Option Nontaxable Tas Schedule ID b Tar Schedule IE O mai U of M Schedule ID f Standard Cast 0 00 Current Cost 45 00 shipping Weight List Price 0 00 Quantity On Hand Options _Accounts Quantity Available re 4 d P Fl by Item Number i gt Fig Inventory of an Item in Dynamics GP e Now Go to Purchasing e Select Purchasing gt Purchase Order Entry which pops up Purchase Order Entry window e Select Type Standard amp Currency ID USD e Select the required Vendor ID Buyer ID etc e Select the required Item UofM Only Each amp Provide the required Quantity as_shown in the following figure e Remember the PO Number In case if you don t remember the last PO Number would be the recent one Confidential 195Dev 34 of 38 9 7 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 Sub
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