Process E-Commerce Orders
Overview
Orders can be imported into GoldFinch in many ways. We use the Import Sales Orders object as a temporary holding place for all orders transmitted from E-Commerce sources.
Order Sources
Order Source | How Orders are Transmitted |
---|---|
Shopify - Web | GoldFinch's Shopify integration module will download orders. If the One Customer field on the Custom Setting is checked, the Customer Name, instead of E-Commerce Customer Id, will be populated to Import Order table. |
Shopify - Amazon Seller Central | GoldFinch's Shopify integration module will download orders. If the One Customer field on the Custom Setting is checked, the Customer Name, instead of E-Commerce Customer Id, will be populated to Import Order table. |
WooCommerce | GoldFinch's Woo Commerce integration module will download orders. If the One Customer field on the Custom Setting is checked, the Customer Name, instead of E-Commerce Customer Id, will be populated to Import Order table. |
Amazon Seller Central | Download CSV files directly from Amazon, then import the files using our custom Import Amazon CSV function Sample Amazon File.csv |
3PL B2B | 3PL will insert orders using API. |
GoldFinch Mapping
Data mapping for each Order Source is different.
Customer mapping
Order Source | How Customer is Mapped |
---|---|
Shopify - Web |
|
Shopify - Amazon Seller Central | |
WooCommerce | |
Amazon Seller Central | |
3PL B2B | Customer No. from the Import Order object will map to the Customer No. on the Account object in GoldFinch. Shipping Name from the Import Order object will map to the Alternate Shipping Name on the Alternate Shipping object in GoldFinch. |
Item Mapping
Cross-References in GoldFinch are mandatory to map items for EDI orders. If a Cross-Reference is not found, the Item Name will be used to map
Creating Sales Orders
Navigate to the Import Orders tab in the GoldFinch Conversion app.
Select the "Not Processed" view. This view will be filtered on the Processes field = False. If you have orders coming in from different sources, you can create a view to also filter on the Order Source field. This field will define how the order was transmitted.
Select all records that you would like to create the orders for.
Click the "Create Orders" button.
Note: To prevent duplicate sales orders from being created, Do Not Allow Duplicate PO must be selected on the customer Account.
Error Text
If there are any errors that will not allow the Sales Orders to be created, the Import Orders lines will not be processed, and an error text will be written to display the reason the order cannot be created.