Selling Matrix Items: To Import an Order with Matrix Items

The following activity will walk you through the processes of purchasing product variants (matrix items) in the BigCommerce store and importing the sales order containing these products into MYOB Acumatica.

Attention: The following activity is based on the U100 dataset.

Story

Suppose that SweetLife Fruits and Jams sells juices (which are defined in MYOB Acumatica as matrix items based on the JUICE template item) in its BigCommerce store. Acting as an implementation consultant helping SweetLife to set up the integration between MYOB Acumatica and the BigCommerce store, you want to explore how online orders containing matrix items (product variants) are imported to MYOB Acumatica and review the results of the import.

Process Overview

In this activity, you will do the following:

  1. On the storefront of the BigCommerce store, place an order with two variants of the JUICE product.
  2. On the Prepare Data (BC501000) form, prepare the sales order data for synchronization; on the Process Data (BC501500) form, process the prepared data.
  3. On the Sales Orders (SO301000) form, review the imported sales order.

System Preparation

Before you complete the instructions in this activity, do the following:

  1. Make sure that the following prerequisites have been met:
  2. Sign in to the control panel of the BigCommerce store as the store administrator.

Step 1: Creating an Order

To create an order for 10 bottles of peach juice and 5 bottles of apple juice, while you are signed in to the control panel of the BigCommerce store, do the following:

  1. In the left pane, click Orders > Add.
  2. On the Add an order page (Customer info step), create the order as follows:
    1. In the Customer information section, select the Existing customer option button right of Order for.
    2. In the Search box, start typing the customer's name, Isabelle, and select Isabelle Bober in the list of search results.
    3. In the Billing Information section, click Use this address right of the address details for William Duncan.

      The billing address elements are filled with the settings from the previously saved address of this customer.

    4. Clear the Save to customer's address book check box.
    5. In the lower right, click Next.
  3. On the Add an order > Items page, under Add products, do the following:
    1. In the Search box, start typing juice, and in the list of search results, select Juice.
    2. In the Customize Juice dialog box, which opens, specify the following settings:
      • Ingredient: Peach
      • Package: Glass bottle
      • Volume: 32 fl oz
    3. In the lower right of the dialog box, click Add item to add the item to the order and close the dialog box.
    4. Specify the quantity of 10 for the added peach juice.
    5. In the Search box, start typing juice, and in the list of search results, select Juice.
    6. In the Customize Juice dialog box, which opens, specify the following settings:
      • Ingredient: Apple
      • Package: Glass bottle
      • Volume: 16 fl oz
    7. In the lower right of the dialog box, click Add item to add the item to the order and close the dialog box.
    8. Specify the quantity of 5 for the added apple juice.
    9. In the lower right, click Next.
  4. On the Add an order > Fulfillment page, do the following:
    1. In the Shipping method section, click the Fetch shipping quotes link.
    2. In the box with the list of shipping options, click Free Shipping ($0.00).
    3. In the lower right, click Next.
  5. On the Add an order > Payment page, do the following:
    1. In the Payment section, select the Manual payment payment method.
    2. In the lower right, click Save & process payment.
  6. On the View orders page, which opens, make a note of the reference number of the created order.

Step 2: Importing the Sales Order

To import the order that you created to MYOB Acumatica, do the following:

  1. Sign in to MYOB Acumatica by using the following credentials:
    • Username: gibbs
    • Password: 123
  2. On the Prepare Data (BC501000) form, specify the following settings in the Summary area:
    • Store: SweetStore - BC
    • Prepare Mode: Incremental
  3. In the table, select the check box in the unlabeled column in the row of the Sales Order entity.
  4. On the form toolbar, click Prepare.
  5. In the Processing dialog box, which opens, click Close to close the dialog box.
  6. In the row of the Sales Order entity, click the link with the number of prepared synchronization records in the Ready to Process column.
  7. On the Process Data (BC501500) form, which opens with the SweetStore - BC store and the Sales Order entity selected, select the unlabeled check box in the row of the order that you created in Step 1, and on the form toolbar, click Process.
  8. In the Processing dialog box, which opens, click Close to close the dialog box.

Step 3: Reviewing the Imported Sales Order

To review the details of the imported sales order, do the following:

  1. On the Sync History (BC301000) form, specify the following settings in the Summary area:
    • Store: SweetStore - BC
    • Entity: Sales Order
  2. On the Processed tab, in the row of the sales order that you have just imported (which you can locate by its external ID), click the link in the ERP ID column.
  3. On the Sales Orders (SO301000) form, which opens for the imported order in a pop-up window, review the order details.

    On the Details tab, notice that a separate line was added for each product variant that was sold. The Inventory ID column contains the identifiers of the matrix items generated for the JUICE template item (which are PCH-32OZ-GBT and APL-16OZ-GBT) and not the identifier of the JUICE template item itself.

For the purposes of this activity, you do not need to process the sales order.