Magento 2 (Adobe Commerce) settings

Overview

Find descriptions of each setting in your Magento 2 (Adobe Commerce) integration.

Configure your Magento 2 (Adobe Commerce) integration to keep Cin7 Omni and Magento in sync:

Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Magento integration.
Open Settings.
Open the Settings tab.

Remember to Save Settings after configuring your settings.

Product settings

Products

If you want to synchronize products with Magento, turn on Products to show:

The Product Status and Product Activity tiles on the dashboard
The Download Products button on the Product Status tile
Other product settings

Then find out more about uploading products, downloading products, synchronizing pricing, and more in Connect.

Enable Product Attribute Filter

Select Enable Product Attribute Filter and enter the names and values of your Magento attributes.

Upload Products

If you want to upload products to Magento, select Upload Products to show the Upload Products button on the Product Status tile.

Then find out more about uploading products to Magento.

Update Pricing

If you want to upload price changes to Magento, select Update Pricing to show:

The Update Recent Modified Pricing button on the Product Activity tile
The Update Pricing After setting

Update Pricing After

Update Pricing After shows the time and date that price changes to Cin7 Omni products were last uploaded to the matching Magento products. Price changes applied before this time and date won’t upload again.

Price Tier

When you upload prices to Magento, each Cin7 Omni product’s price at the selected Price Tier will become the price of the mapped Magento product.

Stock settings

Stock

If you want to upload stock levels to Magento, turn on Stock to show:

The Stock Activity and Stock Update Status tiles on the dashboard
The Update Recent Modified Stock and Update All Stock buttons on the Stock Update Status tile
Other stock settings

Then configure how stock levels are calculated (see Get Stock Levels From and Type of Stock Level To Use on Magento) and find out more about uploading stock levels to Magento.

Update Stock Levels

Update Stock Levels shows the time and date that the stock levels of recently modified mapped products were last uploaded to Magento (that is, the last time Update Recent Modified Stock was executed).

Auto-Sync Stock

Select Auto-Sync Stock to have Cin7 Omni stock levels automatically uploaded to Magento whenever Magento sales orders are downloaded.

Get Stock Levels From

The total level of stock (as calculated by the setting Type of Stock Levels To Use on Magento) of each Cin7 Omni product at the Get Stock Levels From branch (or branches) will become the level of stock of the matching Magento products when you upload their stock levels (unless you’ve mapped Cin7 Omni branches to Magento warehouses using the Map Warehouses setting).

Type of Stock Level To Use on Magento

Use Type of Stock Level To Use on Magento to choose how to calculate the level of stock to upload for each product:

Stock Available: Use the product’s Stock Avail.
Stock on Hand: Use the product’s SOH.
SOH Less Open Orders Within 7 Days of ETD: Use the product’s SOH less the total Qty Ordered of open sales orders with ETDs in seven days.
SOH Less Open Orders Within 30 Days of ETD: Use the product’s SOH less the total Qty Ordered of open sales orders with ETDs in thirty days.
Stock Available + Incoming Stock: Use the product’s Stock Avail plus the total Qty Ordered of open purchase orders.
Stock Available + Incoming Stock Within 7 Days of ETD: Use the product’s Stock Avail plus the total Qty Ordered of open purchase orders with ETDs in seven days.
Stock Available + Incoming Stock Within 30 Days of ETD: Use the product’s Stock Avail plus the total Qty Ordered of open purchase orders with ETDs in thirty days.

Note that the Set Buffer Stock quantity (see below) is subtracted from the stock levels calculated by Type of Stock Level To Use on Magento.

Set Buffer Stock

The Set Buffer Stock quantity is subtracted from the stock levels calculated by Type of Stock Level To Use on Magento, so your Magento underrepresents available stock levels to help stop overselling.

Map Warehouses

Select Map Warehouse to show the Branch–Warehouse Table and map Cin7 Omni branches to Magento warehouses. When you upload stock levels, each Magento warehouse will take its stock level from the Cin7 Omni branch or branches it’s mapped to.

Select Refresh Warehouse Options to download an up-to-date list of Magento warehouses to the Branch–Warehouse Table.

Map Warehouses only works if you’ve set Use Stock Extension to No on the Connect tab of your Magento integration settings (see setting up Magento 2 (Adobe Commerce) for more info).

Branch–Warehouse Table

Use the Branch–Warehouse Table to map Cin7 Omni branches to Magento warehouses. When you upload stock levels, each Magento warehouse will take its stock level from the Cin7 Omni branch or branches it’s mapped to.

Orders settings

Orders

If you want to download sales orders from Magento, turn on Orders to show:

The Order Activity and Order Status tiles on the dashboard
The Download Orders buttons on the Order Activity tile
Other settings related to downloading sales orders

Then find out more about downloading sales orders from Magento.

Download Orders Updated in Magento After

Download Orders Updated in Magento After shows the time and date that new sales orders were last downloaded (that is, the last time Download Orders was executed). Sales orders created in Magento before this time and date won’t download again.

Automatic Order Downloads

Select Automatic Order Downloads to:

Have new sales orders automatically downloaded from Magento at least once every two hours
Show the Force Daily Auto Order Downloads setting

Force Daily Auto Order Downloads

New sales orders and changes to sales orders will download from Magento every day at the Force Daily Auto Order Downloads time.

Download Order when Magento Order Status is

Use Download Order when Magento Order Status is to choose which sales orders to download from Magento. Only sales orders with one of the selected statuses will be downloaded.

Optionally, if you’ve added custom statuses to Magento, select Add Custom Status to add and choose these too.

Set Default Stage for Magento Orders

Use Set Default Stage for Magento Orders to choose a default Stage for new sales orders downloaded from Magento.

Enable Update Order Status

If you want to update the status of sales orders in Magento when the mapped sales orders are dispatched in Cin7 Omni, select Enable Update Order Status to show:

The Update Dispatched Orders button on the Order Status tile
Other order update settings

Then find out more about uploading changes to the status of sales orders.

Update Order Status Changes Made in Cin7 After

Update Order Status Changes Made in Cin7 After shows the time and date that changes to the statuses of Cin7 Omni sales orders were last uploaded to the matching Magento sales orders. Changes applied before this time and date won’t upload again.

Order Status Auto Update

Select Order Status Auto Update to have changes to the statuses of sales orders automatically uploaded to Magento.

Restrict Order Status Updates

Set Restrict Order Status Updates to Tracking Code and only sales orders with a Tracking Code will have changes to their statuses uploaded to the matching Magento sales orders.

Auto Dispatch Orders

Use Auto Dispatch Orders to automatically dispatch sales orders downloaded from Magento:

Yes: Each sales order’s Cin7 Status and Stage will be set to Dispatched and its Fully Dispatched Date will be set to the time and date it was downloaded. Only FIFO line items with stock available will be dispatched.
Yes - Completed Order Only: Each sales order’s Cin7 Status and Stage will be set to Dispatched and its Fully Dispatched Date will be set to the time and date it was downloaded if and only if the sales order has already been fulfilled in Magento and all line items can be dispatched in Cin7 Omni. Only FIFO line items with stock available will be dispatched.
Yes - Complete Orders Only (Ignore Stock): Each sales order’s Cin7 Status and Stage will be set to Dispatched and its Fully Dispatched Date will be set to the time and date it was downloaded if and only if the sales order has already been fulfilled in Magento. Only FIFO line items with stock available will be dispatched.
No: Each sales order’s Cin7 Status will be set to Open and its Stage will be set to your Magento integration’s default stage (that is, according to the setting Set Default Stage for Magento Orders). You must manually dispatch the sales order and all line items.

Some sales orders and line items won’t automatically dispatch if you split orders. To split sales orders, use the setting Split Orders (see below).

Automatically Load BOMs for Kits

Use Automatically Load BOMs for Kits to choose how to dispatch bill of material (BOM) line items:

No: The line item’s BOM won’t expand. Existing units of the finished product can be dispatched.
Yes: The line item’s BOM will expand; each material in the finished BOM product will be shown as a separate line item on the sales order. To dispatch the finished BOM product, you must dispatch each material separately, reducing their individual stock levels. Only BOMs for products with Order Types of Kit will expand.

Estimated Time of Delivery

Use Estimated Time of Delivery to choose how to calculate the ETD of sales orders downloaded from Magento:

[blank]: Don’t calculate an ETD.
Created Date: Use the time and date the sales order was created in Magento.
Current Date: Use the time and date the sales order was downloaded from Magento.

Branches settings

Download Orders To

Use Download Orders To to choose a default Branch for sales orders downloaded from Magento. Sales orders are dispatched from their Branch, which you can change before they’re dispatched.

The default branch may be overridden by the Branch Routing Gird (see below).

Set Default 3PL Transfer Status

Use Set Default 3PL Transfer Status to choose a default 3PL Status for sales orders downloaded from Magento.

Enable Branch Routing

Set Enable Branch Routing to Configure Branches to use sales orders’ shipping addresses and shipping options, as well as the availability of stock, to set the Branch of sales orders downloaded from Magento. A sales order is dispatched from its Branch, which you can change before it’s dispatched.

Split Orders

Select Split Orders to have sales orders dispatched from up to three different branches when the preferred branch has insufficient stock. Use the Branch Routing Grid to configure how sales orders are split.

When a sales order is split, a separate sales order is created for each branch dispatching part of the sales order. The original sales order’s payments and discounts are split across sales orders based on which products they’re dispatching. Freight costs are not split. Billing and shipping details, as well as the freight descriptions, are copied to each sales order.

Split Orders doesn't work with Auto Dispatch Orders.

Keep Default Branch

If you select Keep Default Branch, the Branch Routing Grid will set the Distribution Branch of each sales order, rather than the Branch; the Branch of each sales order will be set to the default (that is, the Download Orders To branch).

Find out more about distribution branches.

Branch Routing Grid

Use the Branch Routing Grid to set the Branch of sales orders depending on their shipping addresses (Country Codes, State Codes), their shipping options (Shipping Options), and the Magento store (store_id) that made the sale (External Route Codes).

If you’ve enabled Split Orders, use the Branch Routing Grid to select up to two backup branches to split sales orders across when the preferred branch has insufficient stock, too.

The Branch of a sales order that don’t meet any conditions in the Branch Routing Grid rules is set to the default branch (that is, the Download Orders To branch).

Find out more about branch routing.

Customer tracking settings

Assign Downloaded Orders To

Use Assign Downloaded Orders To to choose which Cin7 Omni customer each sales order downloaded from Magento is assigned to:

If customer ID or email exists update customer else insert new customer: Assign the sales order to an existing customer with the same email or ID and save new details. If none exists, create a new customer.
If a customer ID or email exists do not update else insert a new customer: Assign the sales order to an existing customer with the same email or ID and don’t save new details. If none exists, create a new customer.
If a customer ID exists do not update else assign to select customer: Assign the sales order to an existing customer with the same ID and don’t save new details. If none exists, assign to the default customer.
If email exists update customer else insert new customer: Assign the sales order to an existing customer with the same email. If none exists, create a new customer. Else, if the customer of the sales order has no email, assign the sales order to the cash customer.
If email exists update customer else assign to selected customer: Assign the sales order to an existing customer with the same email. If none exists, assign to the default customer. Else, if no default customer is selected or the customer of the sales order has no email, assign the sales order to the cash customer.
Assign to selected customer: Assign the sales order to the default customer, and if no default customer is selected, assign to the cash customer.

And, if you’ve chosen to have sales orders from Magento assigned to a default customer, you can choose to either:

Assign the same default customer to all branches.
Assign a different default customer to each branch.
Assign a different default customer to each distribution branch.

To assign the same default customer to all branches, set Customer branch assignment to Use default customer for all branches, and then enter the default customer into the field Default customer for orders if no customer branches are defined.

To assign a different default customer to each branch or distribution branch, set Customer branch assignment to either Order branch or Distribution branch, and then use the Branch–Customer Table to set the default customer for each branch or distribution branch.

Assign to CRM Customer Group

Use Assign to CRM Customer Group to set a Group for new customers. Select Customer Report Group Settings to open the CRM Customer Group settings page, where you can add a new customer group.

Customer Payment Terms

Use Customer Payment Terms to set a Payment Term for new customers. Select Payment Terms Settings to open the Payment Terms settings page, where you can add new payment terms.

Customer Price Tier

Use Customer Price Tier to set a Pricing Tier for new customers.

Customer GL Account

Use Customer GL Account to set an Alternative GL Account for new customers.

Select Alternative GL Account Settings to open the Alternative GL Accounts settings page, where you can create a new alternative GL account. If you use QuickBooks Online, don’t create a new alternative GL account in Cin7 Omni. You must create alternative GL accounts in QuickBooks Online and download them to Cin7 Omni instead.

Notify Customer on Fulfillment

Set Notify Customer on Fulfillment to Yes and customers will be notified by email when you’ve dispatched their sales orders.

Accounting settings

Invoice Options

If you want to batch sales orders and credit notes downloaded from Magento, set Invoice Options to Allow Batch Invoices:

sales orders downloaded from Magento won’t be given Invoice Dates (and so won’t be shown on your accounting integration dashboard) and
the Batch Payments button will be shown on the Order Status tile on the dashboard.

Then you can batch your Magento transactions.

If you don’t want to batch transactions from Magento, set Invoice Options to Import Invoices Individually. Sales orders downloaded from Magento will be given Invoice Dates and can be synced individually with your accounting software.

Default Accounting Status

Use Default Accounting Status to set the default Accounting Invoice Status of sales orders downloaded from Magento.

Order Payment Terms

Use Order Payment Terms to set the Payment Terms of sales orders downloaded from Magento:

Always Use Contact: Use the Payment Terms of the customer contact.
Use Contact If Not Blank Otherwise Use Specified Value: Use the Payment Terms of the customer contact, and if their Payment Terms is blank, use the default payment terms.
Always Use Specified Value: Use the default payment terms.

Use the empty field to choose default payment terms for sales orders downloaded from Magento. Select Payment Terms Settings to open the Payment Terms settings page, where you can add new payment terms.

Order Price Tier

Use Order Price Tier to set the Price Tier of sales orders downloaded from Magento:

Always Use Contact: Use the Pricing Tier of the customer contact.
Use Contact If Not Blank Otherwise Use Specified Value: Use the Pricing Tier of the customer contact, and if their Pricing Tier is blank, use the default price tier.
Always Use Specified Value: Use the default price tier.

Use the empty field to choose a default price tier for sales orders downloaded from Magento.

Order GL Account

Use Order GL Account to set the Alternative GL Account of sales orders downloaded from Magento:

Always Use Contact: Use the Alternative GL Account of the customer contact.
Use Contact If Not Blank Otherwise Use Specified Value: Use the Alternative GL Account of the customer contact, and if their Alternative GL Account is blank, use the default alternative GL account.
Always Use Specified Value: Use the default alternative GL account.

Use the empty field to choose a default alternative GL account for sales orders downloaded from Magento.

Gift Voucher Settings

Gift Vouchers

If you want to sync gift vouchers between Cin7 Omni and Magento, turn on Gift Vouchers to show gift voucher settings.

Voucher Sync

Set Voucher Sync to Yes to show:

The Gift Voucher Activity and Gift Voucher Status tiles on the dashboard
The Download Vouchers button on the Gift Voucher Activity tile

Currently, you can’t upload Cin7 Omni gift vouchers to Magento via this integration. You must use Cin7 Omni API to develop a custom integration instead.

Additional settings

Stock Status Override

Set Stock Status Override to Yes and Magento products mapped to Cin7 Omni products will always show as being in stock in Magento, unless the matching Cin7 Omni product’s Type is Limited Stock.

Download Orders Store IDS

Enter Magento store IDs into Download Orders Store IDs and Cin7 Omni will only download sales orders from those stores. Separate each ID by a comma.

If Download Orders Store IDs is blank, Cin7 Omni will download sales orders from every Magento store.

Enable Website Mapping

If you want to upload different Cin7 Omni products to different Magento stores/websites, select Enable Website Mapping, and in the Website Mapping Table, enter unique tags for each store/website. A Cin7 Omni product will only be uploaded to a Magento store/website if it has at least one matching tag in Website Options > Tags on its product page.

Select Refresh Websites to download an up-to-date list of Magento stores/websites to the Website Mapping Table.

Enable Price Tier Mapping

Enable Enable Price Tier to map Cin7 Omni price tiers to different Magento store views. Select Refresh Store Views to download an up-to-date list of Magento store views.