NuORDER settings
Overview
The integration with NuORDER can be configured to suit your business from the Settings page.
To locate the settings:
Select Integrations from the left navigation and then select your NuORDER module.
From the top right of the page, select Settings.
Stock settings
Selecting the Stock checkbox will enable stock to be updated from Cin7 Omni to NuORDER.
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
Selecting this checkbox will sync stock levels whenever you visit the admin screen of a module and whenever you download an order. It is recommended to only enable this feature 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 NuORDER
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 NuORDER. Enter the Warehouse Name or Code from NuORDER 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 NuORDER module dashboard.
Orders settings
Selecting the Orders checkbox will enable orders to be downloaded from NuORDER 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:
Orders are checked at first every 5 minutes. If no orders are pulled down, the system checks again in 10 minutes. If no orders are once again found, the system checks again in 20 minutes, and so on, until the maximum amount of wait time of every 2 hours is reached. Once an order is downloaded, the process resets to the beginning and the system checks again for new orders every 5 minutes until an order is found, or the wait time is extended if not.
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 NuORDER 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 NuORDER 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.
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 NuORDER 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 NuORDER orders to be downloaded into. The branch can be changed manually in a Sales Order before it is dispatched.
Route Branch by Country and Stock
Branches can be routed based on country, state, shipping options, and stock. See the Branch Based Routing Help article for additional information.
Customers
Matching Contacts with Cin7 Omni Using IDs
Matching contacts is useful if you have staff or sales representatives placing orders in NuORDER on behalf of the customer. The Company Code (in the Edit Company > Company Info section) from NuORDER is matched to the contact ID from the CRM in Cin7 Omni.
To use this option you will need to select "If customer id or email exists update customer else insert new customer" or "If customer id or email exists do not update else insert new customer" in the Assign Customer Contact From Order.
You can export the Cin7 Omni contact IDs through the Export Contacts function in the CRM which can be used to import into your NuORDER contacts list. If a contact matches based on the Company Code, the contact email address and company name will be populated into the order from the CRM details in Cin7 Omni.
If the Company 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 NuORDER (i.e. the customer or sales rep if applicable). If the email address does not exist in Cin7, 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 Company Code, there is the option to update the contact details from NuORDER under the Customers options in the NuORDER module settings in Cin7 Omni.
There is also the option to allocate all NuORDER 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 NuORDER 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 not used for NuORDER).
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 NuORDER.
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 new customers are created, you can automatically assign the customer a specific Payment Term by selecting one from the dropdown list here.
Customer Price Tier
When new customers are created, you can automatically assign the customer a specific price tier by selecting one from the dropdown list here.
Customer GL Account (Optional)
Choose an Alternative General Ledger account to apply to customers that are imported into Cin7 Omni through NuORDER orders. This will apply to the Alternative GL Account at the customer level.
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 NuORDER orders. |
Default Accounting Status
Choose a default accounting status. Selecting "Do Not Import" means 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 NuORDER orders. This will apply to the Alternative GL Account at the order level.