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How to use Megaventory extension for Inventory Managment with Magento
The Megaventory extension keeps entities (products, clients, orders, etc.) synchronized between Megaventory and Magento. It helps you manage your inventory, ordering and it gives you useful reports.
For a flawless integration, the following guidelines should be understood and followed:
- 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.
- [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 Works 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.
- 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.
- 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.
- 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.
- 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. Both these options lie under the Megaventory > Settings screen.
- 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.
- 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 tracking the Magento orders in the Megaventory software.
Sales Order cancellations/amendments have to be initiated from the Magento back-end. These actions will be then replicated to Megaventory. For example, if a Sales Order is cancelled in Magento, it will also be cancelled in Megaventory. If a Sales Order is edited in Magento, it will also be edited in Megaventory.
- It is suggested that the Numbering Scheme of the Sales Order document 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 from 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 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 Order statuses and inventory quantities will be automatically sent back to the Magento software.
Catalog > Manage Products
Under this screen that lists all Products, the inventory information is added per Inventory Location per Product.
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.
Catalog > Manage Products > Product Information > Inventory
Under this screen, the user may see all the quantity metrics of the product.
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