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How to use Megaventory with Magento
How to use Megaventory with Magento
Dimitris Athanasiadis avatar
Written by Dimitris Athanasiadis
Updated over a week ago


Overview

The Magento extension keeps entities (products, clients, orders, etc.) synchronized between Megaventory and Magento. For a flawless integration, the following guidelines should be understood and followed: 

1. Magento Products should always be entered in the Magento system. Products that are created in Megaventory will not appear in the Magento software and in the Magento front-end & backend.

2. [Applicable for Magento Bundle Products only]: Products that are created in Magento as Bundle Products will be automatically created in Megaventory at the time when a Sales Order is placed in Magento. The Production module should be enabled in Megaventory if at least one bundle product is added in Magento.

  • The configuration of the Bundle Product at the time of the Sales Order will create accordingly the Bill of Materials of the product in Megaventory. 

  • The Bundle Product will also be created as a Simple Product in Magento and will be automatically assigned a custom SKU. This is because the Bundle Product can hold inventory information in Megaventory.

3. Magento Product Categories should always be entered in the Magento system. Product Categories that are created in Megaventory will not appear in the Magento system and in the shopping cart front-end.

4. Magento Clients should always be entered in the Magento system. Clients that are created in Megaventory will not appear in the Magento system and in the shopping cart back-end.

5. If suppliers exist in the Magento installation (either in the form of product attribute or by a Magento add-on that supports suppliers), these have to be manually created in the Megaventory software. Suppliers may be created one by one or imported to Megaventory by using Megaventory’s import module.

6. Inventory Locations should always be created in the Megaventory software. Magento has no provision for creating multiple Inventory Locations. If an Inventory Location is added in Megaventory, the Update Inventory Locations Data option will fetch the Inventory Location attributes. The Import Inventory from Megaventory option will fetch inventory quantity information from Megaventory.

7. Taxes can be either created in the Megaventory software or in the Magento software. If a tax is added in Megaventory, the Synchronize Taxes option should be clicked in the Magento software. This option lies under the Megaventory > Settings screen. If a tax is added to the Magento software it will be automatically added to the Megaventory software.

8. Magento Orders (Orders that are placed by clients in the frontend of Magento) will be automatically created in Megaventory and be assigned a Reference Number in the Megaventory software. The Reference Number helps track the Magento orders in the Megaventory software.

  • It is suggested that the Numbering Scheme of the Sales Order document template in Megaventory is set to automatic numbering. By doing so, all the Sales Orders coming from Magento will receive an Order Reference Number (the sales order number of Magento) and the sales order numbering scheme of Megaventory will be independent of the sales order numbering scheme of Magento. This also makes Megaventory ready to accept Sales Orders from other sales channels as well (other e-commerce software, manual sales orders through phone, etc.). If the Numbering Scheme of the Sales Order document template of Megaventory is set to manual numbering, the Magento Sales Order number will be used also in Megaventory.

  • Once a Sales Order is sent to Megaventory from the Magento frontend, the Sales Order has to be fulfilled (shipped/invoiced/closed) from Megaventory only. Sales Orders marked as Shipped in Magento will not be affected in Megaventory. Sales Order statuses and inventory quantities changed in Megaventory will be automatically sent back to the Magento software. 

9. Sales Order cancellations have to be initiated from the Magento backend. These actions will be then replicated to Megaventory. As such, if a Sales Order is canceled in Magento, it will also be canceled in Megaventory.

Catalog > Manage Products

Under this screen that lists all Products, the inventory information is added per Inventory Location per Product.

Note: If you use Magento 2.x you can find this table at Products > Catalog.

Catalog > Manage Products > Product Information > General

Under this screen, the user may see all the Transactions, Purchase Orders, Sales Orders and Sales Quotes or Set –Alert Levels for the product in Megaventory. 

Note: If you use Magento 2.x you can find this table at Products > Catalog > Click on Product to edit.

Catalog > Manage Products > Product Information > Inventory

Under this screen, the user may see all the quantity metrics of the product. 

Note: If you use Magento 2.x you can find this table at Products > Catalog > Click Product.

Does the Megaventory extension for Magento support Magento v2?

Yes! You can read more about it and install it to your Magento setup from the official Magento Marketplace. The extension is free for the time being and support is also provided regarding this extension for the duration you maintain a subscription with Megaventory.

Also, if you have any problems setting the extension up initially make sure you contact us and we'll see how we can help you!

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