Download sales orders from Neto
Overview
Find out how to download sales orders from Neto to Cin7 Omni.
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 Neto sales orders to Omni. And before downloading Neto sales orders, you must configure how they’ll be downloaded by your Neto integration.
Configure download sales orders
To download sales orders from Neto, you must have turned on Download Orders in your Neto 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 Neto integration settings and talk to support.
Download sales orders
Before downloading sales orders from Neto, make sure your Neto and Omni product catalogs are in sync. You may need to download products or upload products.
Once you’ve configured your integration and your product catalogs are in sync, you can download Neto sales orders:
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Neto integration.
On the Order Activity tile, select Download Orders.
Alternatively, configure your Neto integration to download sales orders automatically (see the Download Orders > Auto Order Downloads setting).
Note that, when you download Neto sales orders, you'll also be downloading updates to the statuses of sales orders, if you’ve enabled your Neto integration to download status updates (see below).
Downloading status updates
In order to download status updates, you must have set Auto Dispatch Orders (in your Neto integration settings) to either:
Yes - Completed Orders Only: If a sales order gets completed in Neto, 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 sales order gets completed in Neto, the matching Omni sales order’s Stage will be changed to dispatched.
Additionally, when a sales order gets canceled in Neto, the matching Omni sales order will be voided (both settings).