Importing an Order with Freight Charges: Activity

The following activity will walk you through the process of configuring a shipping method in the BigCommerce store and mapping it to an existing ship via code in MYOB Advanced. You will also create a sales order for stock items that need to be shipped to the customer's location, import the order to MYOB Advanced, and then review the results of the import.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are an implementation consultant helping the SweetLife Fruits & Jams company to configure the integration with the BigCommerce store. As part of the implementation process, you want to explore how freight charges added to an online order in the BigCommerce store are imported to MYOB Advanced. For testing purposes, you need to configure a shipping zone that will correspond to Manhattan, where SweetLife's head office and main warehouse are also located. For shipments to this area, you will charge a small handling fee of $5. You need to create at least one shipping method for the shipping zone. For simplicity, you will charge a $30 shipping fee per order. Before processing an order placed with the shipping method, you need to map it to the ship via code and shipping terms defined in MYOB Advanced.

To test the configuration, you need to create a BigCommerce order that requires shipment; you will then synchronize it with MYOB Advanced and review the details of the imported order. For training purposes, you will process a purchase of a cherry jam for the GoodFood One Restaurant customer. GoodFood is located in Manhattan and the shipping option corresponding to the created shipping rule will be available to this customer in the cart and at checkout.

Process Overview

In this activity, you will do the following:

  1. In the BigCommerce store, on the Shipping Manager page, you will create a shipping zone for Manhattan and configure a shipping rule for this shipping zone based on a flat fee.
  2. On the BigCommerce Stores (BC201000) form of MYOB Advanced, you will map the shipping rule you created to the LOCAL ship via code, which has been preconfigured in MYOB Advanced.
  3. By using the control panel of the BigCommerce store, you will create a sales order for the GoodFood customer.
  4. On the Prepare Data (BC501000) form of MYOB Advanced, you will prepare sales order data for import from BigCommerce to MYOB Advanced.
  5. On the Process Data (BC501500) form, you will synchronize sales order data.
  6. On the Sales Orders (SO301000) form, you will review the imported sales order and analyze how the freight fees have been imported to MYOB Advanced.

System Preparation

Before you complete the steps described in this activity, do the following:

Step 1: Configuring a Shipping Rule in the BigCommerce Store

To configure a shipping rule in the BigCommerce store, do the following:

  1. In the left menu of the control panel, click Store Setup > Shipping.
  2. On the Shipping Manager page, which opens, in the Checkout Shipping Options section, click Add shipping zone > Add a custom zone.
  3. On the Zone tab of the Add custom zone dialog box, which opens, specify the following settings:
    • Name: New York, Manhattan
    • Type: Advanced Selection
    • Multiple postcodes: Selected
    • Country: United States
    • Multiple postcodes: 100*, 101*, 102*

      These masks cover most of the ZIP codes of Manhattan. For more information about using masks in this box, see the BigCommerce documentation.

  4. On the Handling fee tab, in the Default handling fee section, select the Apply a single handling fee to all shipping methods in this zone option button.
  5. In the Handling Fee Type box, which appears, select Fixed.
  6. In the Handling Fee box, which appears, specify 5.00.
  7. Click Submit to save your changes and close the dialog box.
  8. On the Shipping Manager page, in the Default shipping rules section, click Configure in the row of the New York, Manhattan shipping zone.
  9. On the New York, Manhattan page, which opens, in the Static shipping quotes section, switch on the toggle to enable the Flat Rate shipping rule.
  10. In the Flat Rate Options dialog box, specify the following settings:
    • Display name: Flat rate (entered by default)
    • Shipping rate: 30.00
    • Type: Per Order
  11. Click Submit to save your changes and close the dialog box.

Step 2: Updating the Store's Settings in MYOB Advanced

To map the shipping rule you created in Step 1 with the ship via code in MYOB Advanced, do the following:

  1. Sign in to the MYOB Advanced instance with the U100 dataset preloaded and the BigCommerce store configured by using the gibbs username and 123 password.
  2. Open the BigCommerce Stores (BC201000) form.
  3. To map the shipping rule configured in BigCommerce with the ship via code in MYOB Advanced in the Shipping Zone Mapping section of the Order Settings tab, click the Ship Via column in the row of the New York, Manhattan store shipping zone and the Flat Rate store shipping method, and select LOCAL in the lookup table.

    For the purposes of this activity, leave the Shipping Zone and Shipping Terms columns empty.

  4. On the form toolbar, click Save.

Step 3: Creating a Sales Order

To create a sales order for the GOODFOOD customer in the BigCommerce store, do the following:

  1. In the left menu of the control panel of the BigCommerce store, click Orders > Add.
  2. On the Add an Order - Customer Info page, complete the order as follows:
    1. In the Customer Information section, set Order for to Existing Customer.
    2. In the Search box, start typing the customer name, GOODFOOD, and select the GoodFood One Restaurant customer from the list of search results.
    3. In the Transactional Currency section, make sure that US Dollar - USD is selected in the Currency box.
    4. In the Billing Information section, click Use this address right of the address boxes to use the existing customer address as a billing address.

      The billing address elements are filled with the settings from the previously saved customer's address.

    5. At the bottom of the page, click Next.
  3. On the Add an Order - Items page, under Add Products, do the following:
    1. In the Search box, start typing Cherry, and from the list of search results, select Cherry jam 96 oz.
    2. In the only row for Cherry jam 96 oz, in the Qty column, type 30.

      Notice that in the Item Price column, the price of the product is $45.15, which is the default price of the CHERJAM96 stock item that was imported from MYOB Advanced.

    3. At the bottom of the page, click Next.
  4. On the Add an Order - Shipping page, in the Shipping Method section, click the Fetch Shipping Quotes link.
  5. In the box with the list of shipping options, select Flat Rate ($35.00).

    Note that this amount combines a $30 shipping fee, which corresponds to the flat-rate shipping rule, and a $5 handling fee, which you configured for the New York, Manhattan shipping zone (to which the customer's shipping address belongs).

    For the purposes of this activity, you can assume that the billing address and shipping address are the same.

  6. At the bottom of the page, click Next.
  7. On the Add an Order - Finalize page, do the following:
    • Review the information in the Customer Billing Details, Shipping Details, and Summary sections
    • In the Finalize section, select the Manual Payment payment method.
  8. At the bottom of the page, click Save & Process Payment.
  9. On the View Orders page, which opens, notice that the order has been created.

Step 4: Importing the Sales Order

To import the sales order you created in Step 3 to MYOB Advanced, do the following:

  1. Sign in to MYOB Advanced by using the gibbs username.
  2. Open the Prepare Data (BC501000) form.
  3. In the Summary area, specify the following settings:
    • Store: The name of your BigCommerce store
    • Prepare Mode: Incremental
  4. In the table, in the row of the Sales Order entity, select the unlabeled check box.
  5. On the form toolbar, click Prepare.
  6. In the Processing dialog box, which opens, review the results of the processing, and click Close to close the dialog box.
  7. On the Process Data (BC501500) form, on the form toolbar, click Process All to process all out-of-sync synchronization records.
  8. In the Processing dialog box, which opens, review the results of the processing, and click Close to close the dialog box.

Step 5: Reviewing the Imported Sales Order

To review how the freight charges are displayed in the imported sales order, do the following:

  1. Open the Sales Orders (SO3010PL) form.
  2. In the list of orders, click the order number link of the sales order for the GOODFOOD customer that you created in Step 3 and imported in Step 4.
  3. On the Sales Orders (SO301000) form, on the Totals tab, review the freight details in the Freight Info section.

    Notice that the $35.00 amount is displayed in the Freight Price box. During the import of the sales order, the system combined the $30 shipping fee and the $5 handling fee.