The Iconic marketplace settings

Overview

You can customize your integration with The Iconic Marketplace.

Find the settings

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

To locate the settings:

While logged in as an Administrator, from the left navigation select Integrations and then select The Iconic.
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 The Iconic.

Last updated

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

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 THE ICONIC

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., the stock you can dispatch without disappointing other customers).
Stock on Hand	The stock you have is 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.

Orders settings

Selecting the Orders checkbox will enable orders to be downloaded from The Iconic 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.

Download orders when order status is
You can determine which status orders are downloaded by checking statuses from the list here. For instance, if only Open is checked, only orders where the status is Open will be downloaded.

If you use additional statuses within The Iconic, you can add them by selecting Add Custom Status (Optional). The status name must match exactly.

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.

Download order when The Iconic order status is
You may only want to download orders at a certain stage in The Iconic. By default, the system downloads orders with the status of "canceled" as a canceled/void order in Cin7 Omni.

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

Credit notes

Enable download credit notes
Upon downloading orders, if Refunds or Returns exist, these can be downloaded to Cin7 Omni as credit notes.
Note - selecting this option will automatically download orders of the status "returned" although this is not shown in the "order status" settings.

Credit note default 3PL status
Upon downloading orders, set the default 3PL Status for Credit Notes created.

Credit note default accounting status
Upon downloading orders, set the default Accounting Status for Credit Notes created - selecting "Do Not Import" will mean orders are not marked for import into you accounting software.

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 Iconic 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.

Branches

Set default branch to
Set the branch for all new Iconic 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

How to create or assign a customer from an order
This option controls how customer records should be handled when orders are downloaded. The options allow you to match existing contacts based on an email address or ID.

You can also download all orders to one predefined contact, regardless of the customer's details in the original order. This may be useful if you do not wish your CRM to be filled by online customers.

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

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

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

If the email exists update the customer else insert the new customer

If the email exists update the customer else assign it to the 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 to the Settings page.

Customer GL account
Choose an Alternative General Ledger account to apply to customers that are imported into Cin7 Omni through The Iconic 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 The Iconic orders.

Default accounting status
Choose a default accounting status. Selecting "Do Not Import' will mean orders are not marked for import 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
Choose an Alternative General Ledger account to apply to The Iconic orders. This will apply the Alternative GL Account at the order level.