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	If the E-Commerce Id from the Import Order object is not blank The E-Commerce Customer Id will be used to match the E-Commerce Customer Id defined on the Account object in GoldFinch. if not found, the E-Commerce Customer Id will be used to match E-Commerce Customer Id on the Contact object. if not found, the Contact Email will be used to look for the Contact. if not found, create a new Account and new Contact in GoldFinch. the Shipping Street and Postal Code will be used to look for the Alternate Shipping. If not found, create a new Alternate Shipping in GoldFinch. If the E-Commerce Customer Id is blank The Customer Name will be used to look for the Account in GoldFinch
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.