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Commerce7

Overview

Commerce7 makes it easy to provide customers with the best shopping experience possible, regardless of channel. Commerce7 provides features for Point of Sale, Clubs & Subscriptions, Ecommerce, Customer Relationship Management (CRM) and Reservations.

Vinsight integrates with Commerce7 enabling you to track and analyse your Commerce7 data within Vinsight. Commerce7 orders automatically generate a Sales Order in Vinsight and automatically deplete Vinsight inventory.

In this document:

 

Integrating with Vinsight

Go to Add-ons in the Settings > Setup area.  Click the ‘Setup’ Button next to the Commerce7 logo.

 

Commerce7 is a paid addon, so on the next screen use the button to apply for and accept the billing charges.

You will then need to login to your Commerce7 account and get 3 pieces of information:
1) You tenant id, seen below as the name of your company showing in the first part of the web address:

2 and 3) a username and password for a user that has the “Data role” set. Read how to do this here: https://documentation.commerce7.com/creating-staff-accounts.
You may wish to make this user something like vinsight@[yourcompany].com where this is an email address from your company’s email domain.

Enter your Commerce7 login details and click Save Configuration.  If your connection is successful you will see the following notification near the bottom of the Vinsight page:

 

Next select the location from the drop-down list, that your Commerce7 sales are fulfilled from to ensure that inventory is depleted from the correct location.  and indicate how you want Commerce7 Discounts handled.  Select:

  • ‘Discount Percent across order’ (recommended for reporting) to apply any discount codes from Commerce7 as a Discount Percentage across each line item in the order, or
  • ‘As a separate Line Item per order’ to apply any discount codes from Commerce7 as individual line items with a negative price

LocationAndDiscountHandling

Your ‘Commerce7’ sales will now be included in your Vinsight reporting and inventory tracking.

Optional – Match existing Products from Commerce7 to Vinsight

You may want to ‘Match’ your Vinsight stock items to those in Commerce7 in advance. However this is not necessary to get started, as matches can also be done later on, when orders are flowing through from Commerce7 to Vinsight.

Click the ‘Match Stock Items’ button.   This will take you to a list that shows your Commerce7 Stock Items on the left and potential Vinsight Stock Item Matches on the right.

 

To Match to a Vinsight stock item click on the ‘Match’ tab and select the Vinsight Stock Item from the drop down list, then click ‘OK’.

 

If a matching Vinsight Stock Item does not yet exist click the ‘Create’ tab, select the Unit of Measure from the options provided (or select a new unit of measure by clicking ‘Extra settings’) and  create a new Vinsight Stock Item from this page.

Matching new products, or as orders come in

If Commerce7 sends Vinsight an order with unmatched products on it, Vinsight will still import the order and you will see a new tab appear in your Sales Orders list, “Unmatched”:

From this tab, you can open the Sales Order up and you will see some of the line items show with a new button “Match Stock Item”. Clicking this button will start the matching process for the incoming product. Once a product has been matched, all other unmatched orders with the same incoming product will automatically be updated too, and the match will be remembered for next time so you only have to do this once per unique product.

 

Troubleshooting:

To be immediately notified of failed imports, put your email address into the ‘Email Failed Attempts’ text field.

This will enable you to quickly identify (and hopefully rectify) any issues with the imports.

 

You will also be able to view Recent Activity in the Configuration.  In the following image, the Recent Activity Log indicates that an attempted import failed as the Commerce7 stock item “19PTCH’  was not matched to a Stock Item in Vinsight, and provides a link to where you will need to go to fix this issue.

This log will help you identify any issues you are having with your Commerce7 imports.

 

Taxes not coming through as expected:

Vinsight only replicates the sales taxes that Commerce7 is using. If you do not have your sales tax like GST, VAT or HST setup in Commerce7 then you must go and fix that first in Commerce7.