Import orders from many types of websites including WordPress WooCommerce orders, Indie Commerce ABA Website orders and others can be imported into an IMRCHNT as NEW customer order using the Import Website Orders tool.
The import tool will scan the specified folder for new files and process those files into customer orders.
If IMERCHANT doesn't find the SKU of the product on file, we will create the product.
Files can be downloaded manually or via the Indie Commerce web interface / order File Importer.
+ Click here to learn more about download the Web Order Export File from your website
GO TO: INTERFACES > IMPORT WEBSITE ORDERS
Features of Web Order Importer
The first tab has a brief history of the last activity of the importer on the bottom side of the screen.
- Use Import Specific Orders checkbox when testing and initial setup.
Click on the RUN WEB ORDER IMPORTER to manually run the web order importer.
Customer Settings
If a new customer is added, it will use the Customer Prefix and the Customer Type in the customer set up to add a new customer.
The dropdown allows you to find existing customers by
- All Phone Numbers
- Bill to Phone Numbers Only
- Do Not Match On Phone
If Do Not Match On Phone is selected we will match using the Email address from the order file.
If a matching email is not found a new customer will be created. If multiple emails are found IMRCHNT uses the oldest active customer.
The billing address from the order is used as the billing information for new customers.
The shipping address information on the order will update the existing shipping address on file with the customer. If a shipping address does not exist it will be added.
Customers will be added or updated even if the customer order is not created.
Customer Order Defaults
The website Order ID# becomes the IMRCHNT Customer PO field on the header tab.
IMRCHNT will search for an existing customer order ID# by matching the Customer and Customer PO # from the website order file. The customer order is assumed to be a charge and send order.
Customer order type and tax area are set via the defaults.
Use the drop down to the right - SHIPPING FIRST or LOCATION FIRST to specify which rule to follow first either shipping rules or the location rules depending on how you want to process your orders.
Shipping will use the default t shipping value.
Future releases will allow web codes to be mapped to imrchnt shipping codes.
Payments are assumed to be handled by the web shopping cart.
Future releases may add need to import payment options.
Products are matched using the Part Number or SKU field from the order file. The product is matched as if the product was entered or scanned into POS.
The default store assigned to the user is used when matching products.
Products not found will not be added to the system or the order. These are included reported in the error report.
The order quantity will be allocated if there is sufficient stock available for sale.
If IMERCHANT doesn't find the SKU of the product on file, we will create the product.
Have multiple Locations?
The web importer will first try use the location ID for the default settings, including store. If a matching location is not found, the default settings are used.
The default store for location code = 0 coming from Indie Commerce is set by the user doing the automated import. This user is set in Tools > Options within the General Tab in the User For Batch Mode Processing Field
Click WEB ORDER LOCATIONS below, then click NEW to create a record for each location.
The CODE field below should match your ABA Indie Commerce store code.
Setup Web Order Shipping Options - The CODE should match your ABA Shipping Rules.
Your Shipping Code defaults:
- Manual Entry : Comes from the web - use web shipping rates from Indie Commerce.
- None - Pickup In Store : Removes Shipping Option Box at POS for In-Store Pickup.
Settings
Input File Folder
This tells imrchnt what folder to search for order files.
Files mast have a .csv extension.
Once processed the files are moved to a sub folder called “Processed”.
Output File Folder
Currently not supported by Indie Commerce.
This is the location of completed (shipped) orders that should be sent back to Indie Commerce.
Report Folder
Location of the log files created during the import and export processes.
Enter the default values into the left panes that will be used when creating a new customer and new customer order.
The Run Web Order Imported will process all of the order files found in the input file folder.
Setting up Web Order Importer for Testing Setup
Use the option for SHOW SELECTED ORDERS to enable the option (checkbox) for Import Specific Orders.
You can enter a list of the Order IDs you want to process, then IMRCHNT will process only those records.
Website Order Statuses - Which Order Status Get Imported?
The web order importer will import any number of statuses.
Completed = Imported Sales
All other types can be imported and create OPEN customer orders.
When you first run the web order importer, we will create these 3 default status codes to process:
- pending
- payment received
- paypal pending
- Use the NEW... Button to add a custom status to import.
Use the last tab of the web order importer to setup your web status codes in IMERCHANT.
Importing Orders as Completed Sales (Limited Reporting)
You can import taxes and shipping information as a line item, when importing COMPLETED sales.
Order Status must be either: completed or sale
Use the last tab and pick two default products for the web taxes and web shipping. Click the checkbox for IMPORT TAXES, SHIPPING AS A PRODUCT, then pick 2 default products for each type.
Reporting of Imported Sales as Complete / Sale can be seen via the following report:
https://imrchnt.screenstepslive.com/s/17626/a/1315581-imported-web-orders-report