Manual transfer of orders
Click on ''Transfer of purchase'' to check and transfer orders to MK as invoices.
The set of orders is determined based on the following:
- "Check the number of days" - for that many days all the orders will be read retrospectively
- Order must be paid
- Order must have sent status assigned on eBay
- a customer is added, if the same one does not already exist (name + address). The E-mail address is also transferred to the customer's contacts.
- an invoice obtains status based on the settings in ''Transfer to invoice - status''
- in ''Name'' and ''Customer's order'', the order number from eBay is added.
- an invoice is fully paid. Payment method can be set in ''Payment methods''.
- an invoice also has a profit center assigned to him. The type of profit center is determined under ''Profit center''
Specific settings, that can be set by support: Posebne postavke, koje vam može podesiti podrška:
- read_also_shipped_orders - transfer of orders, that were already marked as sent
- order_already_shipped_status_id - if the above option is set, the same order may have a different status than the one set through ''Transfer to invoice - status
Individual invoices can now be marked so that the procedure for marking as sent is carried out on eBay. Invoice marking could be done in the following ways:
- change the status on an invoice and save an invoice
- in a list of invoices, choose more invoices and change the status with tools
MetaKocka support can set:
- row coloring according to invoice status
In a document, detailed information show in-depth data on successful communication or error.
Sending an invoice to the user
An invoice needs to have the ''Send e-mail'' status assigned. Depending on an e-mail address under contacts, a personalized e-mail is sent to a customer, which contains a PDF file of an invoice. Example of the e-mail content:
MetaKocka support can set the following:
- Address of E-mail message
- Content of your e-mail,
- E-mail address that an e-mail is sent from. It is recommended that the e-mail address is previously configured in MK for sending via its own e-mail (SMTP) server.
- The next status in case of an e-mail being successfully sent (ex. Done - OK).
Statuses of invoices, which are considered in the eBay process
The following statuses of invoices are used inside the eBay process and they must be entered in the Register of statuses of invoices:
- Mark as sent - mark_send
- Mark as sent - successfully - mark_send_success
- Mark as sent - error - mark_send_error
Paying in foreign currency
- a customer ordered goods and he/she is yet to pay for them. However, goods would be sent immediately.
- in the previous period, you manually recorded an invoice, but now, you are not willing to, so that it can retransfer in the next synchronization.
- Name
- Customer order.
- Warehouse