Order Synchronization: Orders for Companies

You can export orders that have been on behalf of a business customer (company) between MYOB Acumatica and a Shopify store.

Import of an Order Placed on Behalf of a Company

Orders that a customer has placed in a Shopify store on behalf of a company are synchronized during the synchronization of the Sales Order entity. During the import of each order to MYOB Acumatica, the system does the following:

  • If the company for which the order has been placed has not yet been imported, imports it first along with its locations and contacts, as described in Customer Synchronization: Business Customers
  • Creates a sales order on the Sales Orders (SO301000) form and inserts the following in the Summary area:
    • In the Customer box: The identifier of the company on behalf of which the order was placed
    • In the Contact box: The identifier of the customer that placed the order
    • In the Location box: The identifier of the location that was selected during the order placement
    • In the Customer Order Nbr. box: The identifier of the customer's purchase order if it has been specified in the PO number box on the order page in the Shopify store
  • On the Addresses tab of the Sales Orders form, inserts the following:
    1. The shipping address, based on the settings of the company's location that was selected during order placement
    2. The shipping contact, based on the settings of the customer that placed the order
    3. The billing details, based on the settings of the company's location that was selected during order placement

Export of an Order Placed on Behalf of a Company

In MYOB Acumatica, a business customer is a customer for which Customer Category is set to Organization on the Customers (AR303000) form. Orders that have been created in MYOB Acumatica for a business customer are exported to a Shopify store during the synchronization of the Sales Order entity. During the export of such an order, the system does the following in the Shopify store:

  • If the business customer has not been synchronized yet, exports the business customer, as described in Customer Synchronization: Business Customers
  • Creates an order as follows:
    • Specifies the business customer (which is exported to the Shopify store as a company) as the purchasing entity
    • Specifies the contact that was selected in the order in MYOB Acumatica as the customer
    • Inserts the shipping and billing addresses from the location that was selected in the order in MYOB Acumatica
    • Inserts the identifier of the customer's purchase order in the PO number box if it has been specified in the Customer Order Nbr. box in the Summary area of the Sales Orders (SO301000) form