How to configure your account

How to configure your account

Step 1 - Set your Magento Tax Settings
Step 2 - Fill in your VortexHQ.com Config Settings
Step 3 - Vend Default Store Outlet ID
Step 4 - Vend Default Register ID
Step 5 - Vend Default Payment Type ID
Step 6 - Vend Default Tax Name
Step 7 - Default Freight Product ID
Step 8 - Create Webhooks in Vend
Step 9 - Create a (SOAP/XML) Web Role in Magento
Step 10 - Create a (SOAP/XML) Web User in Magento
Step 11 - Magento Default Product Attribute Set ID
Step 12 - Magento Default Product Tax Class ID
Step 13 - Magento Default Product Website ID
Step 14 - Magento Default Product Category ID
Step 15 - Set availability to Out-of-Stock for Zero Qty
Step 16 - Auto select of New products from Vend

 

Step 1 - Set your Magento Tax Settings 

A. Magento Product Tax Settings
• A common tax class across both platforms must be setup correctly.
• All products in Magento must be assigned to a Tax class e.g. Taxable Goods. (Please see Step 12 below to ensure you are using the correct Tax Class). 
• Please note, this is ONLY needed if you intend to use Vend as your master for product pricing and tax.

 

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B. Magento Tax Settings
In order for Vend to post correct pricing information to Magento, your Magento store must conform to the following rule:

Catalog Prices Must be set to Excluding tax in configuration

Navigate to: System > Configuration > Sales > Tax > Calculation Settings > Catalog Prices > Must be set to "Excluding tax"

(Magento calculates the tax for the product base price based on the tax rules and re-calculates the price to include tax online.)

Please Note (Important): Once you change your settings to conform to the above rules you prices in Magento will no longer display the retail price including tax, please continue on if you are confident. 

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C. Further Magento Tax Settings
Navigate to: System > Configuration > Sales > Tax > Price Display > Both Display of item prices in the shop front & Returns Show *must* be set to Including Tax.

D. More Magento Tax Settings
Navigate to: System > Configuration > Sales > Tax > Order, Invoices, Credit Memos Display Settings > Both Display of item prices in the shop front & Returns Show *must* be set to Including Tax.

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After conforming to the above rules please log into your VortexHQ.com app Navigate to Settings > Configure

When configuring your VortexHQ.com settings, you will be asked for the following information:

 

Step 2 - Fill in your VortexHQ.com Config Settings 

Navigate to Settings > Configure

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A. Enter in your Vend URL

This is where you enter your Vend URL, e.g. https://digicloud.vendhq.com

Please note you must include the https:// in the front of your Vend URL.

 

B. Authorize your Vend Account (As of the 28 Feb 2015)

Please note:  We have implemented a new feature to authorize your Vend account to use our VortexHQ.com app, once you have filled in all the above information, you will need to click the AUTHORIZE link next to your Vend account details.

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Once clicked you will be directed to your Vend account to authorize VortexHQ.com to access your Vend account. Please allow when prompted. 

 

In the next screens will show you how to obtain the remaining information in Step 2 above:

 

Step 3 - Vend Default Store Outlet ID

Please navigate to Vend Admin > Setup > Outlets and Registers > Edit Outlet

Please see screen below, the red outline is an example of an Outlet ID. 

Enter this ID into your VortexHQ.com config settings field labeled Vend Default Store Outlet ID.

(Outlet ID Example: 0d92076c-21bc-11e0-ba5b-4040f54b50a)

Please note we only support 1 Vend outlet. Meaning you can only choose 1 Vend outlet to synchronize your online inventory. 


vend_store_outlet.png

 

Step 4 - Vend Default Register ID

Please navigate to Vend Admin > Setup > Outlets And Registers > Edit Register

Please see screen below, the red outline is an example of an Register ID.

Enter this ID into your VortexHQ.com config settings field labeled Vend Default Register ID.

(Register ID Example: 0d92076c-21bc-11e0-ba5b-4040f54b50a)
 

vend_register.png

 

Step 5 - Vend Default Payment Type ID

Please navigate to Vend Admin > Setup > Payments And Taxes > Click 'New Payment Type'

 

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Type in the following in the below screen shot and then click Save.

 

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Please see screen below, the red outline is an example of what you need to copy into your vortexhq.com config page.

(Payment Type ID Example: 0d92076c-21bc-11e0-ba5b-4040f54b50a)

 

vend_payment.png

 

Step 6 - Vend Default Tax Name

Please navigate to Setup > Payment and Taxes

The screen below outlines GST (Goods and services tax) which is relevant to Australia TAX ONLY. 

Your tax names may vary country to country, for example VAT for Europe etc.

Please copy this text into the Default Vend Tax Name field in VortexHQ.com config page.

 

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Step 7 - Default Freight Product ID

As of the 7th of April 2013 you MUST create a product in Vend by the name of FREIGHT for example:

a) Create a freight product at VEND. Inventory is suggested to set as "DO NOT TRACK INVENTORY"

b) Obtain the Freight product ID as per the screen below.

c) Please do not select the Freight Product Management in VortexHQ.com

(Freight ID Example: 0d92076c-21bc-11e0-ba5b-4040f54b50a)

 

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Step 8 - Create Webhooks in Vend 

(New feature as of the 1st Oct 2012)

Log in to Vend as your admin account

Navigate to the following URL: https://yourvenddomain.vendhq.com/setup/api

(yourvenddomain is your vend account URL) 

Click the "Add Webhook" button and add the following webhooks to point to: https://secure.vortexhq.com/webhook/vend

You need to add the following 2 X webhooks:

Type: product.update
Type: inventory.update

Please see the following screen for the 2 X webhooks you need to create:

 

vend_web_hooks_api.jpg

 

Step 9 - Create a (SOAP/XML) Web Role in Magento

Please navigate to SYSTEM > WEBSERVICES > SOAP-XML ROLES

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Click Add A new role. 

Under role resources > Resource Access: Select "ALL" from the drop down.

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Once you create the user as per Step 10 below, ensure you assign the user to the role as per the next screen:

role_users.png 

 

 

Step 10 - Create a (SOAP/XML) Web User in Magento

Please navigate to System > Web Services > SOAP/XML-RPC - Users

Click Add New User Button

For example see the screen below:

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Create A New User Screen:

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* Please enter / generate a username and API Key (Password)

* Please note: Ensure you assign the user to the role you created (See next screen):

 

user_role.png

 

Step 11 - Magento Default Product Attribute Set ID

Please navigate to: Magento Admin > Catalog > Attributes > Manage Attribute Set

 

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The screen below outlines the number 9 in red.

Copy the number of the product attribute set in red into the Magento Default Sync Product Attribute Set ID field in Vortexhq.com config page.

* Please note, we are only using the default product attribute set as an example, you would use your own.

* Please also note we only support 1 Magento Product attribute set.

 

magento_product_attribute.png

 

Step 12 - Magento Default Product Tax Class ID

Please navigate to sales > taxes > product taxes > product tax classes

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The screen below outlines the number 1 in red.

If you use the default Tax class ID for your products", please copy the number outlined in red below into the Magento Default Product Tax Class ID: field in VortexHQ.com config page.

* Please note we have used the default tax class in our examples, if you chose to use our tax feature, you would usually use Taxable goods for your product tax class.

* Please also note we only support 1 tax class in Magento.

 

magento_product_tax_class.png

 

Step 13 - Magento Default Product Website ID

Please navigate to System > Manage Stores > Edit your main website and you will then obtain the Website ID as per the following screen:

Please note: As of the 11th of July 2013, we now support Multiple Magento websites under the same Magento account, please see the following article if you have multiple Magento websites: https://digicloud.zendesk.com/hc/en-us/articles/211364483--IMPLEMENTED-Now-Supporting-Multiple-Magento-Websites-Version-1-0-14-Released-July-10-2013-

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Step 14 - Magento Default Product Category ID

Please navigate to Catalog > Manage Categories > Chose the Category you want to push your products to as per the following screen:

* Please note: You may want to consider creating a category called "NEW PRODUCTS" make it "NOT" visible to the public so if you select ALL products to sync then they will push to this category and you then manually assign those NEW products to their respective categories.

* Please also note, we only support pushing products from Vend to Magento to 1 designated category.

 

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Step 15 - Set availability to Out-of-Stock for Zero Qty

(As of the 27th of July 2013)

By default, this is set to "ON ", basically, items with a QTY of 0 are set to "Out Of Stock" on your Magento store. 

We now have given you the ability to control whether you want your items to be set to "In Stock" or "Out Of Stock"

Please see the following article for more information to help get you started: https://digicloud.zendesk.com/hc/en-us/articles/211364503--IMPLEMENTED-Show-In-stock-in-Magento-if-inventory-is-0-or-less-Version-1-0-15-27-July-2013

 

Step 16 - Auto select of New products from Vend

(As of 17th of July 2015)

This is a new feature we have implemented. 

This feature will auto-select new products created in Vend in VortexHQ.com Product Management.

PLEASE NOTE: Within the hour of creating new products in Vend, you must navigate to VortexHQ.com Admin > Synchronize > Product Management to trigger the new products being sent from Vend to Magento. (Please note, products should be automatically checked so you dont have to do anything.)

Please DO NOT turn this feature on until you have pushed all your products from Vend to Magento and have spoken to support@digicloud.com.au

Please note this DOES NOT work with MANUAL PLANS very well.

 

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