Update sales order statuses in Neto

Update sales order statuses in Neto

Overview

Find out how to update Neto sales orders’ statuses from Cin7 Omni.

Neto uses statuses to track the progress of orders from sale to fulfillment.

But in order to track your orders accurately, Neto must know when sales orders downloaded to Cin7 Omni have been dispatched.

You can configure your Neto integration to update the statuses of Neto sales orders once the matching Omni sales orders have been dispatched (that is, once they have Fully Dispatched dates).

Optionally, you can upload shipment tracking details to Neto at the same time, and have your integration only update the statuses of Neto sales order if the matching Omni sales order has shipment tracking details. You can also enable your integration to update sales order statuses automatically.

Configure update sales order statuses

You must enable your Neto integration to update the statuses of sales orders:

  1. Log in to Cin7 Omni.

  2. From the Integrations menu in the navigation, open your Neto integration.

  3. Open Settings.

  4. Enable Download Orders > Update Order Status > Enable Update Order Status.

  5. Optionally, if you want Omni to update the statuses of Neto sales orders automatically on a schedule, enable Order Status Auto-Update.

  6. Optionally, if you only want the statuses of Neto sales orders updated if the matching Omni sales orders have Tracking Codes, set Restrict Order Status Updates to Tracking Code.

  7. Select Save Settings.

Update sales order statuses

To update the statuses of Neto sales orders from Omni, the matching Omni sales orders must have Fully Dispatched dates. They may need Tracking Codes, too, if you’ve set Restrict Order Status Updates to Tracking Code in your Neto integration settings (see above).

Then, to update the statuses of Neto sales orders:

  1. Log in to Cin7 Omni.

  2. From the Integrations menu in the navigation, open your Neto integration.

  3. Select Update Dispatched Orders on the Order Status tile.

The Neto sales orders will be marked as dispatched. Their shipment tracking details may be updated too.

Alternatively, if you’ve enabled Order Status Auto-Update in your Neto integration settings (see above), the Neto sales orders' statuses will be updated automatically.

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