JOOR settings

Overview

The integration with JOOR can be configured to suit your business from the Settings page.

To locate the settings:

Whilst logged in as an administrator, from the left navigation select Integrations and then select your JOOR module.
From the top right of the page, select Settings.

Product settings

Selecting the Products checkbox will enable Products to be synced with JOOR.

Product downloads from JOOR

Product Downloads
Simply explains that product downloads are switched on. To find out more about downloading products, please see Downloading Products from JOOR.

Last Updated
Only products created after this date will be downloaded.

Upload products to JOOR

Enable Upload products
For more information on how to upload products, please see Uploading Products into JOOR from Cin7 Omni.

Upload product options to JOOR

Enable Upload Product Options
For more information on how to upload product options, please see Uploading Product Variants into JOOR from Cin7 Omni.

Last Updated
Only product options modified after this date will be uploaded.

Update products to JOOR

Enable Update Products
For more information on how to update products, please see Updating Products to JOOR from Cin7 Omni.

Last Updated
Only products modified after this date will be updated.

Enable Update Images
Show the option to update images from Cin7 Omni to JOOR. Note this will overwrite the images in JOOR and cannot be undone.

Update pricing to JOOR

Enable Update Pricing
Update product pricing to JOOR.

Last Updated
Only product pricing modified after this date will be updated.

Price Tier
The default price to be updated to JOOR.

Price Type Mapping
Map your Price Types in JOOR to your Cin7 Omni Price Tiers. The Price Type field must match exactly to the Price Label in JOOR.

Delete products in JOOR

Enable Delete Products
For more information on how to delete products, please see Deleting Products in JOOR from Cin7 Omni.

Last Updated
Only products disabled after this date will be deleted in JOOR.

Stock settings

Selecting the Stock checkbox will enable stock to be updated from Cin7 Omni to JOOR.

Last Updated
When updating stock, only stock that has changed after this date will be updated. Simply leave this field alone at all times unless under special circumstances.

Auto Sync Stock
Ticking this box will sync stock levels whenever you visit the admin screen of a module and whenever you download an order. We recommend only ticking this box if you are confident your stock levels are accurate.

Get Stock Levels From
When updating stock levels, you can choose to only update stock levels from a particular branch.

Stock Levels To Update To JOOR
When updating stock levels, you can choose how to calculate the stock number to update.

Stock available	Stock on hand minus open orders - i.e. stock you can dispatch without disappointing other customers.
Stock on Hand	The stock you have physically available, regardless of outstanding orders.
SOH Less Open Orders within 7 days of ETD	You may choose this if you can replenish stock within a week. The ETD must be entered for all outstanding orders for this to be accurate.
SOH Less Open Orders within 30 days of ETD	You may choose this if you can replenish stock within a month. The ETD must be entered for all outstanding orders for this to be accurate.

Subtract Buffer Stock From Stock Levels
Add in buffer stock levels to ensure you never oversell.

Map Warehouses
Map stock levels in Cin7 Omni Branches to specific Warehouses in JOOR. Enter the Warehouse Name from JOOR into the box next to the corresponding Branch in Cin7 Omni. You can map multiple branches to the same warehouse and the stock will be summed. Note that if you enter the warehouse name incorrectly it will show an error "Invalid Branch" in the Stock Update Errors list on the JOOR module dashboard.

Orders settings

Selecting the Orders checkbox will enable orders to be downloaded from JOOR to Cin7 Omni.

What orders to download

Last Updated
When downloading orders, only orders that have been updated after this date and time will be downloaded. After orders are downloaded successfully, these fields will be changed automatically to the current date and time.

Auto Download Orders
Turn on the automatic download schedule:

We will check for orders at first every 5 minutes. If no orders are pulled down, we will wait a little longer - 10 minutes - before checking again. If nothing is found, we’ll wait 20 minutes before checking again and so on. At most, we'll check every 2 hours. If an order is downloaded, we’ll wait 5 minutes all over again.

Choose from the drop down when the schedule should start each day.

Set Default Stage to
Choose the Cin7 Omni stage orders that should be created under. If set to blank no stage will be applied. This is useful if you want to filter your JOOR orders by stage.

Inventory

Auto Dispatch Orders
Cin7 Omni can attempt to dispatch orders automatically upon download - this option is useful if you prefer to dispatch from the JOOR module, and simply download orders for stock purposes only. This is not possible for those orders that have batch or serial numbers, or in cases when there is not enough stock.

Automatically Load BOMs for Kits
If you have a bill of materials (or BOM) assigned to your finished products, you can choose for the BOM to be expanded automatically when you download orders. This requires the finished product to have its Order Type set to 'Kit' in the product details.

Estimated Time of Delivery
Set the ETD field in an order to either the created date or the current date.

Merge Size Line Items
If you have fashion products setup using the color/size grid in Cin7 Omni, then you can opt to merge size items into single lines upon download. The sizes in JOOR must match sizes in the SKU ranges in Cin7 Omni. Useful for orders with many line items.

Branches

Set Default Branch to
Set the branch for all new JOOR orders to be downloaded into. The branch can be changed manually in a Sales Order before it is dispatched.

Set Default 3PL status
Set the 3PL status for all new orders.

Route Branch by Country and Stock
Branches can be routed based on country, state, shipping options, and stock. See more information in the Branch Based Routing help file.

Customers

Matching Contacts with Cin7 Omni Using IDs
Matching contacts is useful if you have staff or sales representatives placing orders in JOOR on behalf of the customer. The Shipping Code from JOOR is matched to the contact ID from the CRM in Cin7 Omni.

You can export the Cin7 Omni contact IDs through the Export Contacts function in the CRM - this can be used to import into your JOOR contacts list. If a contact matches based on the Shipping Code, the contact email address and company name will be populated into the order from the CRM details in Cin7 Omni.

If the Shipping Code does not exist or does not match, Cin7 Omni matches contacts based on the email address of the user who created the order in JOOR (i.e. the customer or sales rep if applicable). If the email address does not exist in Cin7 Omni, a new contact is created in Cin7 Omni’s CRM.

If there is a match to a contact in Cin7 Omni, either by email address or Shipping Code, there is the option to update the contact details from JOOR under the Customers options in the JOOR module settings in Cin7 Omni.

There is also the option to allocate all JOOR orders to one particular CRM contact, which also uses the Cin7 Omni contact ID from the CRM. This option is useful if you do not want Cin7 Omni to create new CRM entries, instead the assigned contact will be used for reporting while the contact details from JOOR will remain in the order itself.

Assign Customer Contact From Order
This option controls how customer records should be handled when orders are downloaded. The options allow you to match to existing contacts based on email address (ID is irrelevant for JOOR).

You can also download all orders to one predefined contact, regardless of the customer's details in the original order - though these options may not really be appropriate for JOOR.

If Customer ID or email exists update customer or else insert new customer

If Customer ID or email exists do not update or else insert new customer

If Customer ID exists do not update else assign to selected customer

If email exists update customer else insert new customer

If email exists update customer else assign to selected customer

Assign to selected customer

Assign To CRM Customer Group (Optional)
This option will assign new customer contacts in the CRM to a particular reporting group. Options are populated by the Customer Groups, which can be added in the Settings page.

Customer Payment Terms
When a new customer is created, Cin7 Omni can assign specific payment terms to this contact. The dropdown list populates based on the Payment Terms you have created. To add another term, look for Payment Terms in the Settings page.

Customer Price Tier
When a new customer is created, Cin7 Omni can assign a specific Price Column to this contact. The dropdown list populates based on the Price Columns you have created. To add another option, look for Update Price and Cost Options in the Settings page.

Customer Alternative GL Account
When a new customer is created, Cin7 Omni can assign a specific Alternative GL Account to this contact. The dropdown list populates based on the Alternative GL Accounts you have created. To add another Alternative GL Account, look for Alternative GL Accounts in the Settings page.

Accounts

Invoice Options
Each order is downloaded to Cin7 Omni individually. However when importing orders to your accounting software, you may not wish to import each order. This option allows you to batch invoices for accounting purposes.

Allow batch invoices	This will leave the invoice date blank and an invoice number will not be generated until you fill it in manually or process a batch of payments.
Import Invoices Individually	This will add an invoice date and generate an invoice number for all new JOOR orders.

Default Accounting Status
Choose a default accounting status - selecting 'Do Not Import' will mean orders are not imported into your accounting software.

Order Payment Terms
When downloading orders you can choose from the following the payment terms assigned to the order:

Use the contact's assigned payment terms (this assumes the contact already exists).
Use the contacts assigned payment terms, but if the contact doesn't exist, use a specified value.
Always use a specified value.

Order Price Tier
When downloading orders you can choose from the following the Price Tier assigned to the order:

Use the contact's assigned Price Tier (this assumes the contact already exists).
Use the contacts assigned Price Tier, but if the contact doesn't exist, use a specified value.
Always use a specified value.

Order GL Account (Optional)
Choose an Alternative General Ledger account to apply to JOOR orders. This will apply the Alternative GL Account at the order level.

Customers settings

Selecting the Customers checkbox will enable Customers to be synced with JOOR. Please see Uploading or Updating Customers into Joor from Cin7 Omni.

Upload customers to JOOR

Customer Group Filter
Selecting a group and subgroup here will only upload a specific subset of customers to Joor.

Update customers to JOOR

Last Updated
Only customers that have been updated after this date and time will be updated.

Additional settings

Settings specific to the JOOR module.

Order Tax Status
As JOOR does not calculate tax you will need to use this option to set your JOOR orders in Cin7 Omni as Inclusive or Exclusive by default. Usually this depends on the tax status of your price list in JOOR.

Order Email Address Map
You can map the email address in your orders to either the Created By User's email or the Shipping Address email. Generally the Shipping Address is used when the Created By User is a sales rep or agent.

Default Category
If left blank, products will be created in JOOR without a category. If you prefer you can choose a default category that will be applied to all products that are uploaded to JOOR from the dropdowns provided.

Select Refresh Categories to update the categories from JOOR.