Sales orders can be exported to PlentyMarkets using Order Export Profile. In addition, you can configure to export customers, payments, shipments, invoices and creditmemos.
Order export profile overview
- Locate the profile
- General Configuration
- Client Configuration
- Schedule Configuration
- Http API Configuration
- Store Configuration
- Customer Configuration
- Status Configuration
- Payment Configuration
- Invoice Configuration
- Shipping Configuration
- Stock Configuration
- Attribute Configuration
- Log Configuration
Locate the profile
- On the Admin sidebar, go to SoftCommerce > Profiles > Manage Profiles.
- From the list of profiles choose Order Export [PM].
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General Configuration
- Name — Edit profile internal name. For example, Order Export.
- Profile Type - This selection cannot be edited once the profile has been created. To change profile type ID, the profile needs to be deleted and new one created.
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Configuration Wizard
Configuration wizard enables you to go through a number of steps in order to configure and test PlentyMarkets connection.
Click on Configuration Wizard and go through the following steps:
Step: Client
- Choose PlentyMarkets client configuration from dropdown selection.
- Or create new client connection if one doesn’t exist.
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Step: Connection
- Click on Test Connection to test connection.
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Step: Configurations
- Click on Collect Configuration to collect configuration data.
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Step: Scheduler
This step is optional.
- Choose Schedule Task from dropdown selection.
- Or create new schedule task if one doesn’t exist.
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Step: Summary
- Click on Finish Setup to return to main configuration view.
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Client Configuration
Expand the Client Configuration section and do the following:
Setup Client Connection
- Client — Select PlentyMarkets client.
- Or click edit to manage PlentyMarkets client configuration in popup window.
Collect Client Configurations
- Collect Configuration Data - Click this button to collect client configuration data.
Delete Client Configurations
- Delete Configuration Data - Click this button to delete client configuration data.
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Schedule Configuration
Expand the Schedule Configuration section and do the following:
Enable Schedule
- Enable Schedule — Select Yes/No to enable / disable automatic order export using cron scheduler task.
Choose Schedule Task
- Schedule - Select, create or edit particular schedule task.
Process Batch Size
- Process Batch Size - Enter numeric value for process batch size. We recommend setting this to 100.
Process History
- Enable History - Select Yes/No to enable / disable schedule history.
- View Schedules - Click on view schedule button to view recent schedule history.
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Http API Configuration
Expand the Http API Configuration section and do the following:
API Behaviour
- API Behaviour - Select Add/Append or Replace
API Collection Size
- API Collection Size - Enter numeric value for number of items returned per page by API requests. Default: 50. Max: 500.
Order Search Criteria
- Order Search Criteria - Select order criteria to include it in the response data. For example, if you require to export a payment, select
Payments
to include payment entity with your order response body.
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Store Configuration
Expand the Store Configuration section and do the following:
Store Mapping
- Store - Select Magento store.
- Client - Select PlentyMarkets’ client.
- Locale - Select applicable locale.
Store Filter
- Enable store filter - Restricts order export by mapped stores. Orders placed in stores that are not included in the mapping will be excluded from export.
Order Referrer
- Order Referrer - Select applicable order referrer.
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Customer Configuration
Expand the Customer Configuration section and do the following:
Enable customer export
- Enable customer export - Select Yes/No to enable or disable customer export.
Gender mapping
- Gender mapping - Map Magento customer prefix to PlentyMarkets gender.
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Status Configuration
Expand the Status Configuration section and do the following:
Process order status filter
- Process order status filter - Select order statuses that trigger order export.
Status Mapping
- Gender mapping - Map Magento and PlentyMarkets status.
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Payment Configuration
Expand the Payment Configuration section and do the following:
Enable payment
- Enable payment export - Select Yes/No to enable or disable payment export.
Create payment for orders with no invoices
- Create payment for orders with no invoices - Select Yes/No to enable or disable creation of payment for orders with no invoices.
Payment Mapping
- Magento Payment - Select Magento payment method.
- Plenty Payment - Select PlentyMarkets payment method.
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Invoice Configuration
Expand the Invoice Configuration section and do the following:
Enable Invoice Export
- Enable Invoice Export - Select Yes/No to enable or disable invoice export.
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Shipping Configuration
Expand the Shipping Configuration section and do the following:
Enable shipping export
- Enable shipping export - Select Yes/No to enable or disable shipment export.
Shipping profiles
- Default shipping profile - Select default shipping profile. It will be used as a fall-back option in case specific profile not found.
Shipping mapping
- Magento Shipping - Select Magento shipping method.
- Plenty Shipping - Select PlentyMarkets shipping method.
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Stock Configuration
Expand the Stock Configuration section and do the following:
Warehouse mapping
- Main warehouse ID - Select main warehouse ID to be used as a fall-back option in case specific warehouse not found.
Stock source mapping
- Magento Source - Select Magento stock source.
- Plenty Source - Select PlentyMarkets stock source
Source Selection Algorithm
- Source Selection Algorithm - Select source select algorithm. An option to assign reservation to a source by source selection algorithm (also known as SSA).
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Attribute Configuration
Expand the Attribute Configuration section and do the following:
Attribute Mapping
- Magento Attribute - Select Magento order attribute.
- Magento Custom Attribute - Enter Magento custom attribute code.
- PlentyMarkets Attribute - Select PlentyMarkets attribute property.
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Log Configuration
Expand the Log Configuration section and do the following:
- Log request data to file - Select Yes/No to log request data.
- Log response data to file - Select Yes/No to log response data.
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