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Import Sales Orders

The solution will export orders from Magento with a status of 'Processing'. It will create customers and products as required and update Magento to log the import.

Requirements & Assumptions/Assertions

  • Orders will be downloaded from Magento once. Modifications and deletions will not be handled.
  • Orders will be auto-allocated on import to Sage
    • If Zynk has created a product as part of the import process then it will have 0 stock available and can only be allocated if negative stock is permitted in Sage
  • The 'Item VAT Amendable' setting needs to be enabled in Sage. This can be found in Settings -> Company Prefences -> VAT

Tax Mappings

To accurately represent the tax on orders in Sage, it is necessary to use a mapping between the Magento tax rates and the Sage tax codes. In this mapping, each tax rate in Magento should be listed in the 'From' column, and its corresponding Sage tax code should be placed in the 'To' column. The mapping is defaulted to 0% = T0 and 20% = T1, any additional tax rates will need to be added to the mapping. For further details about mappings in Zynk, please refer to the Mapping Documentation.

Note

Orders cannot be processed without this mapping in place

Zynk Process

  • Export Magento orders with the status 'Processing'
  • Check the UseWebSalesAccount setting:
  • If True Zynk will use the order currency to match to the defined WebSales account
  • If False Zynk will try to match to an existing customer in Sage using the customer's email
    • If no match is found Zynk will create the customer in Sage
  • Check the products on the order exist in Sage; if not then create them
  • Import the order into Sage
    • If the order is successfully imported then update the order status history in Magento (this is visible at the bottom of the order)
    • If there is an error importing the order it will be reported by email

Field Mappings

Orders

Magento Field Sage Field Notes
- Account Reference Determined based on the settings outlined above
Order ID Customer Order Number
Order Date Date
Currency Currency Order currency must match the currency of the customer account

Order Items

Magento Field Sage Field Notes
SKU Product Code
Qty Quantity
Price Price
Tax Amount VAT
N/A TaxCode TaxCode is mapped from the tax rate on the item and must be defined in the tax code mapping
N/A Nominal Code Can be set with the OrderNominalCode setting

Carriage

Magento Field Sage Field Notes
Shipping & Handling Unit Price

Payment

Magento Field Sage Field Notes
Payment Information Payment Reference
Total Paid Payment Amount