5. Order sync
5.1 Overview
This document describes the fields required to successfully sync Magento orders to Pylon. This type of sync is one-way.
5.2 Customers
Term | Description |
|---|---|
Guest Customer | A customer who is not logged in to their account. Can order with receipt or an invoice. |
Retail Customer | A customer who is logged in to their account and can order with a receipt or an invoice. |
Wholesale Customer | A customer who is logged in to their account with a wholesale customer group and can only order with an invoice |
Next chapters:
5.3 Order types
Customer | Document Type | Description |
|---|---|---|
Guest | Receipt | A document that serves as proof of purchase for a guest customer. |
Guest | Invoice | A document that serves as a bill for the products purchased by a guest customer. |
Retail | Receipt | A document that serves as proof of purchase for a retail customer. |
Retail | Invoice | A document that serves as a bill for the products purchased by a retail customer. |
Wholesale | Invoice | A document that serves as a bill for the products purchased by a B2B customer. |
Next Chapters:
5.4 Troubleshooting
5.4.1 Use case: wholesale - receipt case
Ideally the wholesale customer should not be able to view the receipt option. This requires extra Magento work to hide the receipt option for wholesale customers.
Another option will be to disable adding new address for a wholesale customer in checkout and in address book.
5.4.2 Use case: wholesale customers with wrong data in Magento
We need to find the proper VAT IDs and update the addresses based on the correct data from MyData This is a one-time process that should be done before the first order sync. To that end we created an integration with Taxis so that we can retrieve their information via their VAT ID