Download sales orders from BigCommerce
Overview
Find out how to download sales orders and status updates from BigCommerce.
One of the most basic documents in inventory management is the sales order. A sales order is an internal record of the details of a sale, such as what sold, for how much, and who to.
In Cin7 Omni, sales orders are the basis for real-time visibility of stock levels, accounting synchronization, accurate reporting, as well as reliable, customizable, and automatable fulfillment strategies.
To ensure your record of sales is complete, you must download your BigCommerce sales orders to Omni. And before downloading BigCommerce sales orders, you must configure how they’ll be downloaded by your BigCommerce integration.
If you download unfulfilled orders to Omni and then fulfill those orders in BigCommerce, you can configure your integration to download status updates from BigCommerce too (see below).
Configure download sales orders
To download sales orders from BigCommerce, you must have turned on Download Orders in your BigCommerce integration settings and configured your sales order settings, such as:
Which sales orders to download and their properties in Omni (see Download Orders settings)
Which branch or branches should fulfill those sales orders (see Branches settings)
What should be their default customer and accounting properties (see Customer Tracking and Accounting settings)
For help configuring your integration, read descriptions of your BigCommerce integration settings and talk to support.
Download sales orders
Before downloading sales orders from BigCommerce, make sure your BigCommerce and Omni product catalogs are in sync. You may need to download products, upload products, or create product mappings.
Once you’ve configured your integration and your product catalogs are in sync, you can download BigCommerce sales orders:
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your BigCommerce integration.
On the Order Activity tile, select Download Orders.
Alternatively, configure your BigCommerce integration to download sales orders automatically (see the Download Orders > Auto Order Downloads setting).
Note that downloading BigCommerce sales orders includes (a) downloading updates to the statuses of sales orders, if you’ve enabled your BigCommerce integration to download status updates (see below), and (b) downloading refunds (find out more about downloading refunds).
Downloading status updates
In order to download status updates, you must have set Auto Dispatch Orders (in your BigCommerce integration settings) to either:
Yes - Completed Orders Only: If a BigCommerce sales order’s Status has been changed to Completed, the matching Omni sales order’s Stage will be changed to Dispatchedif and only if each line item can be dispatched from Omni.
Yes - Complete Orders Only (Ignore Stock): If a BigCommerce sales order’s Status has been changed to Completed, the matching Omni sales order’s Stage will be changed to Dispatched.
Additionally, when a BigCommerce sales order’s Status has been changed to Canceled, the matching Omni sales order will be voided.
Status updates will be downloaded whenever you download orders (above).
FAQs
Are billing addresses downloaded?
Yes, if your BigCommerce customers have separate shipping and billing addresses, the billing addresses are downloaded to the Billing Address section on the Omni sales order.