Configuration¶

The module requires certain initial configuration to be done in magento instance to set the management tool.

Magento instance¶

Go to Magento and and click Magento Instances on the left menu.

It refers to a magento installation identifiable after setting the API for Magento Site URL, API User and API Password / Key

Create a new Magento instance by clicking create.

Give the Magento instance a title(i.e. Name), company and API settings which includes magento site URL, API user and API password. Magento Site URL is the URL used to access Store pages. You can set it on a per Store basis.
After filling the record, now click on the Save button to save the record.
After this, the Connection can be tested by clicking on Test Connection button at the bottom.
If the connection with magento is successful, a window will pop-up showing successful installation:
Now the websites can be imported from Magento by clicking Import Websites button from magento. This will import all the websites for this magento instance.

It will also import all the order states, website stores and store views related to this website.

5a. Order States: This allows the user to configure the states mapping according to his/her convenience. This map is used to process orders in Tryton when they are imported. This is also used to map the order status on magento when sales are exported. This also allows the user to determine in which state he/she wants the order to be imported in. Refer below for all order states that are generated after the websites are imported.

User can use the default order states map, Refer table for default order states. The states map can be changed at his/her convenience.

Magento State Tryton State

New Sale Quotation

Cancelled Sale Cancelled

Closed Sale Done

Complete Sale Done

Processing Sale Processing

On Hold Sale Quotation

Pending Payment Invoice Waiting

Payment Review Invoice Waiting

5b. Import all the websites for current magento instance:

5c. Click on the Instance Website on the left menu, it shows the websites for its respective magento instance.

5d. All the webstores of the imported websites, also get imported. Go to Website Store on the left menu to see imported website stores:

5e. Go to Website Store View to get all the store views of the respective

stores:

Import Carriers/ Shipping Methods: It will import and refresh index of all the carriers from Magento to Tryton, see below :

Click on Import Carriers/ Shipping Methods button, it will import carriers from magento to Tryton, see below:

During the import process, magento checks your data to ensure that it’s correct.

After importing, edit Magento instance first to configure the carrier. Just click on carrier imported from the carriers list and edit it as per the preference.

Import Order States: Click on Import Order States button to get the

orders states of magento to Tryton, it imports/refresh the order state but not any settings by user:

During import, the states in Tryton will get mapped accordingly to magento states. Refer table again to understand the Magento-Tryton states mapping. See below:

To know more about Magento Website, Magento Store, Magento Store, refer How To Use.

How To Use¶

This section will guide you to understand the usability of the Trytond Magento module.

Magento Website¶

A magento instance can have multiple websites. They act as parents of stores.

A website consists of one or more stores.

To manage your website you need to navigate to Magento and click on Instance Website.

The above screen shows a website, where a bi-directional integration for import catalog, update catalog, export catalog and export_inventory can be easily done.

Below are the operations a user can perform through wizard:

Import Catalog
Update Catalog
Export Catalog
Update Catalog

Import Catalog

Under Magento -> Instance Website, choose the desired website. Click on Import Magento Product Catalog. This will import all the product categories and products in a tree structure as on magento for this website, see below screenshot:

Update Catalog

After Importing the products, catalog can also be updated by clicking on the Update Catalog. This will update the products with details, like name, default_code/SKU, description & prices.

Note

This behaviour can be easily extended by a developer as per his needs

Export Catalog

To export catalog, do the following:

Go to Magento >> Instance Website, and choose a website to export its catalog, and click on Export Product Catalog To Magento.

2. Now you get a wizard screen where you can add information which you would like to export. This exports the products of the current website.

Choose the magento category, which has been imported from the magento.
Select Attribute Set from drop-down menu, it shows the list of entity attributes belonging to the products you add:
Now add products to export. This wizard takes these products under the category chosen above.

Now after the items are selected, click on continue, this will load the exported products to magento:

Export Inventory

Click on Export Inventory to export product stock information from Tryton to Magento for the website.

Click on the Continue button to export product stock data to magento for the website.

Note

Each product in a website must be unique!

Note

A website must be unique in an magento instance

Website Store¶

Magento Website Store or Store view groups

Go to Magento and open Website Store.

Stores are children of websites. The visibility of products and categories is managed in magento at store level by specifying the root category on a store. A store can have multiple store views.

Note

A store must be unique in a website

Click on any store. You will see an “Export tier prices’ icon.

What is Price Tier?

Price Tier on a source represents the default value to be used while sending tier prices for a product from Tryton to Magento. The product also has a similar table like this in Magento. If there are no entries in the table of the product, then these tiers are used.

what is tier pricing?

Tier pricing is a tool that allows you to set different prices for items of higher quantities. For example: You sell stationery supplies and want to offer a deal wherein, if the customer buys three or more paper products, then he/she can save money when compared to buying just only one. Now, import these tier prices to the Magento store.:

Store View¶

Magento Website Store View

Go to Magento and open Website Store View.

To browse the store at the front-end, a store needs one or more store views. It allows for multiple presentations of a store. Most implementations use store views for different languages.

See the screenshot below, it will show all the Store View with corresponding Store

Open any store view for Import Orders, Export Order Status, and Export Shipment Status

Import Orders

This will import all sale orders placed on this store view on magento.

When you click on Import Orders, a wizard prompts you to import orders.

When you click on continue, all the sale orders from Magento for current store view are imported. It will open views for the sale orders that are being imported.

If date is specified for Last Order Import Time , then it will import sale orders updated after that date.

Export Order Status

This will export order/shipment status to Magento for current “Magento instance” from Tryton. It will export all the edited/updated shipments. If “export tracking information” check box is ticked, the module will only export the shipments that have a carrier and tracking reference and are marked as “Done”.

When you click on “Export order status”, a wizard will ask your approval for exporting the order status.

Clicking continue will export status of all sale orders to magento for current store view.

If Last Order Export Time is specified, it will export status of sale orders updated only after this time.

Export Shipment Status

This wizard will export shipment status of all the shipments related to this store view. You need to tick the checkbox, Export Tracking Information for exporting tracking information related to this store view.