How it Works

EVOPOS is able to communicate with your Magento 2 website through the Magento API.


EVOPOS can perform two main functions with Magento 2:

  • Download Magento Orders
  • Update Magento Inventory


Requirements

  • Magento 2.3 or greater
  • EVOPOS 2.09.408 or greater

Orders

Evopos will download orders based on a date criteria so orders are not downloaded twice, there is also a setting to define whether to download all orders or just orders that have been invoiced.

The order download can be initiated manually or on a schedule.

Download Orders

  1. Navigate to Sales\Recall\Sales Orders
  2. Select the Get Web Orders option from the side menu
  3. Select your Magento website from the drop down list
  4. Click OK to start download


Magento Orders will be imported as Evopos Sales Orders, Evopos will take items out of stock and allocate them to the sales order.


Once your orders have downloaded you would follow Sales Order Processing to invoice and take payment.

Items & Inventory

Evopos will update Magento based on your stock items modified date and whether the web store flag/checkbox is ticked.


Currently EVOPOS can only update the inventory of items.


EVOPOS can sync multiple stores with Magento Sources.



Syncing Items

Items can be updated manually or set on a schedule.


Manual Sync

  1. Navigate to Weblink
  2. Select your Magento website from the drop down list
  3. Select Update on the side menu


Schedule Sync

  1. Navigate to Settings\Workstation\Scheduler
  2. Create a new schedule and choose the website sync type
  3. Choose the Magento website you want to sync
  4. Fill in the other sync settings
  5. Click Save



Setting Up the Integration

There are two parts to setting up the integration, firstly we will need to create a Magento Integration in the Magento Admin Panel, we will then enter those credentials into Evopos so that it can communicate with your Magento Webiste.

Magento Admin


  1. Log in to the Magento Admin
  2. Under System select Integrations
  3. Click the Add New Integration button
  4. Enter a Name, we recommend EVOPOS
  5. Then under API section choose the resource access options
  6. Save the Integration
  7. You will now need to activate the integration 
  8. Confirm to Allow access
  9. You will now be presented with the Integration Tokens
  10. Take note of the Access Token, this is what we will enter into EVOPOS




Evopos Desktop


  1. Navigate to Settings\Integrations
  2. Create a New Integration and give it a name (Magento)
  3. Ensure you have an Integration with the format of: 'Magento 2 Web store'. If not, create a new Integration and set the format.
  4. Enter your website URL eg: (https://www.evopos.com)
  5. Enter the Access Token
  6. Click Save


Map Stores

  1. Click the Map Stores/Sources button
  2. This will give you a list of your current stores
  3. Enter the Magento source code for each store, you can find these in Magento\Stores\Sources
  4. Click OK to Save

Integration Settings


Default Category ID
This is the ID of the default Magento Parent Category (Normally 2), Evopos will create categories under this parent category.

Attribute Set ID
This is the ID of the Magento Attribute Set Evopos will use to create items. (This default setting is 4)

Download All Orders
This enables all orders to be downloaded whether they have been invoiced or not.

Create Items in EVOPOS
This setting tells Evopos whether it should create new items when uploading to Magento and whether to create new stock items when download orders to Evopos.

Customer Order if not in stock
This enables Evopos to create customer orders when the item is not in stock when downloading orders from Magento.


Map Stores/Sources

Click this button to map EVOPOS stores with Magento Sources.






About Magento

Magento is widely used open source eCommerce platform.