Retail Edition QnA
Updated 10/27/23 The following information answers many of the common questions about Acumatica’s Amazon Connector and our Managed Availability Program.At the bottom we provide a link to sign up for managed availability. This does not commit you to anything. Only let’s us know you’re interested and we’ll grant you access to additional information.General InformationThe Acumatica Amazon Connector works with 23R1 and beyond The solution primarily focuses on back-office efficiencies and accounting Pushing inventory levels to Amazon Pulling in Amazon (FBA and FBM) orders Push shipping notifications/tracking info to Amazon (FBM) Pull in Amazon Payments and Fees Statement reconciliation via Bank Feeds Personal Identifiable Information Protection (PII) More info below It supports FBA and MFN/FBM merchants Merchants use it to sell on Amazon.com and Business.Amazon.com Current merchants are selling in the US, Canada and Mexico New regions can be enabled Requires engagement with the cust
Hi Everyone, We are collecting feedback from our customers about any challenges and pain points they face while using Acumatica via the survey linked below.We would appreciate your feedback. It could be related to the commerce connectors or related to any other area of the ERP (CRM, Shipping, Financials, etc) Examples: Processing Returns and Refunds are hard, Importing the orders through the connector is hard, Taxes issues etc.,We’d also like to understand which external apps you’re using to supplement features within Acumatica. This could be due to Acumatica not offering the same functionality or the Acumatica functionality is not user friendly. Please use this survey as an opportunity to share with us what you’d like to see improved.If you are open to it, we will schedule a call with each of you to collect more feedback, better understand your position and (hopefully) work to provide a solution. Survey Form:https://forms.office.com/r/wJJUFqReEm Thank you
Dummy AttributeDescription: The Matrix Inventory feature in 2020R1 and 2020R2 requires the Template Item to have 2 attributes (ie color, size) to create Matrix Items. In some cases eCommerce merchants only require 1 attribute (ie size). This customization package will allow you to create a Dummy Attribute to fill the second, unneeded, Attribute but not display that Dummy Attribute on the eCommerce site.Works with: 20R1, 20R2Packages:Both packages are available on Github as Open Source solutions. To download the .zip from Github, click “Code” > “Download as ZIP”.Dummy Attribute - 2020R1 - Link Dummy Attribute - 2020R2 - LinkMisc: This functionality was added to 21R1 Matrix Item Import Scenario & Convert Stock Items to Matrix ItemsDescription: This package support 2 different features which are related.Feature 1 - The Matrix Inventory feature in 2020R1 and 2020R2 does not supported an “out of the box” Import Scenario. The following package includes everything required to import Pr
BigCommerce:eCommerce Admin can choose how the customers should checkout in BigCommerce as shown in the below screenshot. If the customer decide to checkout as guest a customer account will not be created in BigCommerce. So in Acumatica the Sales Order will be imported with Generic Guest Customer provided in the Store Settings as shown below. If a customer decide to checkout with account details, then a customer account will be created in BigCommerce. And in Acumatica while importing this Sales Order, Commerce connector will create a new customer if the email address doesn't exist already and then link this customer to the sales order. Customers are allowed to checkout as guest but BigCommerce will create a customer account as soon as the order is placed and in Acumatica while importing this Sales Order, Commerce connector will create a new customer if the email address doesn't exist already and then link this customer to the sales order. Customers cannot checkout as guest in BigComm
Hello everyone,We are encountering an issue with the Shopify connector for Acumatica24R1 regarding the synchronization of Business Customers (B2B). Both Company and Customer entities are active and both in bi-direction. Here’s the scenario:A business customer categorized as an organization is set up in Acumatica, with several contacts and locations. When this business customer was synced to Shopify, a Company was created using the same name as the business customer in Acumatica. All contacts were synced in Shopify as Customers associated with the newly created Company. The locations were also synced successfully, which looks good. During the next sync (in the aforementioned bi-directional direction), several new records were synced under the Customer entity. Upon reviewing the synced customer records, we discovered that the connector had created new Acumatica Customers, categorized as Individuals—one for each contact of the existing Business Customer (Company). This resulted in the dup
Is there a solution to sending package tracking numbers to customers as a link to USPS or even Google?If I click the link in the email below, it currently will send me to google with the Acumatica field nameThis is the html code I used to create the link...<a href="https://www.google.com/search?q=((Packages.TrackNumber))" style="text-decoration:none;display:inline-block;color:#ffffff;background-color:#034e7d;border-radius:4px;width:auto;border-top:1px solid #034e7d;border-right:1px solid #034e7d;border-bottom:1px solid #034e7d;border-left:1px solid #034e7d;padding-top:5px;padding-bottom:5px;font-family:Arial, Helvetica Neue, Helvetica, sans-serif;text-align:center;mso-border-alt:none;word-break:keep-all;" target="_blank">
This topic provides a workaround to calculate the max possible quantity that can be assembled for a non-stock kit or a stock kit. And uses an import scenario to update an attribute on the non-stock kit for the max availability. Assumptions:1-Create an attribute KITAVAIL and assign to the non-stock kit class 2-There is a condition to filter on the warehouse storing the components used to assemble the kit Hint: The GI pulls stock and non-stock kit. it can be enhanced to only pull non-stock kit. Precaution: The import scenario that I attached is only updating the availability for non-stock kit. it will FAIL on stock kits, you might need to create another import scenario for this purpose. How to use it:1-Import the GI:”Kit Max Availability.xml”2-Create import scenario:IN202000-UpdateKitaAvailability.xml Since the import scenario is based on a GI it is dynamic, you can run it manually or run using a schedule. Screenshot from the import scenario : Commerce connector use: The import scena
IntroductionShopify provides Restock item option(as shown in the screenshot 1) when Refund is performed. When this is checked, it means that the returned items goes back to inventory.By default, the Restock item option is checked by Shopify. In some scenarios, the seller advises the buyer to keep the product or discard and not ship back the product because those are not resellable, return cost is higher etc.,In those cases, buyer would like to uncheck the Restock item option when refunding so that the item does not go inventory. ScenariosScenario Recommendation Buyer wants the seller to ship back the item that is returned. Check Restock item option Buyer while processing the refund, not sure what to do with Restock item option. Check Restock item option Buyer cannot resell the returned item so do not want the item to be shipped back. Check Restock item option and put this item in the garbage location in Acumatica based on the reason code for accounting purpose. The corre
We are using sales orders to process sales. The sales come by Shopify, API (woo commerce) and manual. Creating sales orders works great!Where we struggle is returns/order changes. Our most common situation removing an item from the sales order that is not in-stock followed by partial credits. Currently:Step 1: We go into the sales order and remove the item that is not in-stock. Then we add a non-stock item to the order for exact same amount. Create the shipment, ship it and invoice the order. The reason we add a non-stock item is the order comes in with a payment. If we don’t close the order for the exact amount the payment remains open with balance. Step 2: Since it was paid order we credit the customers credit card on Woo Commerce or Shopify. Then we go into ACU create a return order using the non-stock item with amount of the item removed and any tax. Then we create a refund payment in ACU, attach the payment to the refund order, lastly invoice.Situation 2: As a customer
I am prepping to launch an additional Shopify store and would like to complete some integration testing with other customizations in a recent copy of our production tenant. I just want to be sure that activating a store in the Test Tenant will not count towards our Max Number of Stores of our license, preventing me from enabling in Production at go live. Can anyone confirm this? The test tenant is in the same SaaS instance as our production tenant (not a stand alone sandbox).
Please note,Shopify does not immediately fulfill gift card orders automatically. It is by checkout settings. Even if fulfilled, Acumatica will import these orders. Acumatica will not import only the Archived orders. So with that, what I would suggest you is either you should make Gift Cards not be fulfilled automatically or make the order not to be Archived as soon as it is fulfilled. I would go with the former.Please see the below screenshot for more clarity. It is excerpt from Shopify Checkout settings.
Hi All,The Commerce Retail team has recently prepared a technical guide about import of Refunds supported by the Acumatica Shopify connector in version 2023r2. This guide covers the most common refunds scenarios for Shopify orders with cash or credit card payments. We believe that this document will help to improve users’ knowledge of the refund import process and what results they can expect.If there are any other frequent scenarios of refunds applicable for Shopify orders, please let us know in replays for this post. Thanks
We are using the Shopify shipping option for the customer to pickup in our store. However, when the order goes to the warehouse to pick/pack/ship it is confirmed shipped when the order goes to the store to await pickup. This triggers Shopify to notify the customer that their order is on the way. Shopify has a multi-email system set up so you can email the customer that the order is ready for pick up (which is what it is not shipped), but Acumatica can’t send different information to Shopify to specify which email to send, or so I was told during our integration.Is there any way to have Acumatica not trigger the email if a certain shipment option is selected? I would rather no email than a misleading one being sent to these customers. But I don’t want all our other customers not to get their shipping information emails.Or has anyone found a way to send out different emails for different shipping options in Shopify with Acumatica? Even if it is a third party partner app.
Hello, We have our Shopify store setup to use Available for Shipping. The On Hand amount is 1,423 but it’s in a quality location and cannot be sold. The available for shipping amount is 0. However, in Shopify it’s showing the total amount on hand. Does anyone know what can be done to fix this? Thank you!
In this topic, I want to share how to create a customization to export matrix item cost info to Shopify product variant. This customization can work well on 2023R2.Create a customization project Create a new code file, and extend the Graph from “PX.Commerce.Shopify.SPTemplateItemProcessor”. Select the “OVERRIDE METHOD” from the menu, and then select the Method “SaveBucketExport” from the list. Modify the code as below. Create the new instance of ProductRestDataProvider and InventoryItemRestDataProvider object Use the ProductRestDataProvider instance to get the existing Product/Product variant info from Shopify, cost info doesn’t save in Product variant object, it’s in the InventoryItem object, so we need to get the InventoryItemId from the variant object. We save the variant mapping info(ExternID is Product variant ID, LocalID is the Matrix item NoteID) in BCSyncDetails, so we can find the associated Matrix item by NoteID. All matrix items are saved in Bucket.Product.Local
We are creating ERP shipments in advance of actually shipping merchandise, and do not want the information to synchronize until shippments are confirmed. We defined an export filter to limit the Big Commerce synchronization to only shipments that have been confirmed, however it is not working. When the filter below is active, ALL of the shipments are filtered. Our version is 24.109.0016. We also tried filtering on Status but with similar results. Any thoughts what could be wrong?Thanks in advance!
On Shopify we arrange our variants in a certain order for many conversion related reasons such as cheapest first, what we want featured on collection pages (since it defaults to first variant of a product), most popular color first, putting a item line that’s mostly sold out last, etc. We always understood that Acumatica does not have its own variant priority/sort order, which is true as far as customizable, but we were fine managing that on Shopify side only. We have found however that template sync will rearrange all the variants on the product in Shopify even if there were no changes, if template is pushed, or if something else changed on the template.Things we have tried:1. Unmapping option 1,2,3 in template and stock item export mapping. This stops the variant order from being overwritten, but does not work since it doesn’t support any new variants being added or syncing a new product since it then pushes everything as an empty default with no attributes.2. Manipulating Acumatica’
Has anyone had success with filtering the BigCommerce Shipment export based on specific line item details from the sales order? The business case is as follows:Customer places an online BigCommerce order for a kit.In Acumatica there is an import scenario that expands the kit onto the sales order and updates a user defined field with the parent kit inventory id. The exploded line items have a non-zero quantity and the price is $0. When the shipment is synchronized back to BC, the sync returns an error because the kit components were not on the original sales order. We would hope to skip over those items and only update the items that were originally on the order. Any thoughts on how to handle this scenario?Thanks in advance!
Be default, commerce connector merges customers from external systems using the same email address. i.e. when you have two or more customers from one or more stores irrespective of the connectors(Shopify, BigCommerce etc.,) imported into Acumatica, the connector creates one customer record for all.But because of some business scenarios if this is required to not to be merged and create separate customer records, then this could be done using the attached customization. Once the customization is published, you see a new checkbox called “Merge Duplicate” in Entities(BC202000) form. If checked for the stores for the customer entity, then customer records from different stores would be merged and you would have one customer per email ID. If checked for few stores and not for all, then checked stores will create a separate customer records but unchecked stores will share a common customer record.
Hey folks,Question when going-live and transitioning to Acumatica. I was testing a few scenarios where I have Shopify orders that are fulfilled/pending payment (not archived). These orders will be associated to a legacy system order that was already shipped and invoiced. On conversion we will bring over inventory/qoh and our GL balances, including any open AR.In my test I found the following: It looks like it bring this order over with an open qty that needs to be fulfilled, the SO In ‘open’ status. Since our beginning inventory and AR will already account for this, what is the protocol here to make sure we do not relieve inventory of another product (since it has already shipped in legacy). When the payment is received in Shopify it will close and ARCHIVE the order, however it does seem to still bring the payment in, but it brings it in as a prepayment (is this because the SO hasn’t ‘shipped’ in ACU?). What is the overall experience, should we specifically ‘skip’ these legacy
Our Acumatica instance is 23 R1 build 120 and I am trying to override the default URL for Shopify Products using the Custom URL field in the Ecommerce tab on stock items. When I make changes to this field, the prepare data screen picks them up but after I process data, the product’s URL handle under search engine listing remains unchanged. Is there something additional that has to be done to make this work? I don’t think I’m misunderstanding the purpose of this field, given that if I try to include /products/ in the front of the Custom URL value, the system automatically removes /products and leaves a leading slash followed by my custom value.
When we refund Sales tax or a Freight only (no products) in Shopify it creates an RC Sales order and put those refunds in the appropriate places, freight or sales tax. However with no line items the Sales Order cannot create an Invoice. If a CM Order type is used, it does activate the Create Invoice button, but then gives the error that no AR Transactions were found in the system. However this isn’t exactly true because it will should create ARTran lines for Freight and Sales Tax Payables.Current work around is to add a line with a quantity of 1 and 0 Price. I can create a business event to do this as well, but it’d be nice if it can be handled by the ECommerce connector instead. What other work arounds or fixes do you have?
Hi, How do I map Ship Via to the correct carrier in Shopify, i.e. I ship something with Estes trucking, I want Shopify to recognize the carrier.
Hello,Does anyone know the setup in the Commerce module to allow for the tracking number to be sent back to BC from Acumatica? I am unsure if this setup is the correct setup, but I know we not currently having tracking IDs sent back to BC.
Are there any retail store operators out there that have a good process for receiving that relies on vendor UPCs to match products on a PO against your Stock Items? Our receiving team struggle to know which product is which amongst our large truck deliveries and they need a screen in Acumatica to be able to scan the vendor’s UPC/barcode and pull up the Stock Item in Acumatica. The standard Stock Item screen doesn’t seem to search through the Cross Reference. Is there a way to change that search function or is there another screen where we can do a quick check?
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