Key: orderFilter
The method used to transfer payments to MK (MetaKocka) or OM (Order Management) can be set in the online store based on how the paid shipments are tracked. In that case, in MK, the selected document (sales order, offer, invoice, etc) is marked as paid with the amount and payment type specified in the online store. The following options are available:
- Always - if the order in the online store is available for the transfer, in MK it will be marked as paid. It is useful for stores that only use COD payments and directly issue the invoices. The invoice will be marked as paid and if the invoice is attached to the shipment, such will be marked as paid accordingly.
- Never - if the order in the online store is available for the transfer, in MK it will not have the payment marked. Appropriate for the stores that exclusively use bank transfers as a payment type. In that case, the order, which is yet to be paid, will be transferred to MK, and after some time, it will be marked as paid either by importing bank statements or manually doing so.
- Adjusted - for each payment instrument, it is determined whether it will be marked as paid.
When adding a new store, the payment transfer is set to ''Always'' by default.
Payment transfer - Adjusted
The conditions under which the orders are transferred to MK and the corresponding label for Payment method/Payment type must be set for each payment instrument:
- Payment method: the designation of the intended payment type on the sales orders (MK) or orders (OM). Visible only if using sales orders or OM.
- Delivery type: the designation of the intended delivery type on the sales orders (MK) or orders (OM). Visible only if using sales orders or OM.
- Payment type: the actual payment designation with type, amount, and date on the invoice or delivery note
Procedure:
- "Add mapping" (1) opens a window for adding a new mapping or ''Read payment instruments'' (2) ** enabled for certain platforms.
- (1) "Store payment" is the payment instrument designation in the online store
- (2) "Store statuses" is the list of order statuses from the online store. If the order has such a status, the payment method and type will be set accordingly.
- (3) "Payment method" - payment designation that should be set for the sales orders, if the conditions (1) and (2) are fulfilled. This applies only when the orders from the online store are transferred to sales orders (MK)/orders (OM). In the case of direct transfer to invoices, delivery notes, or offers, the payment method is not set. Values can be arranged in Settings -> Registers. If the selected payment method is not activated, MetaKocka will notify you about it.
- (4) "Delivery type" - designation of delivery type that should be set for the sales orders, if the conditions (1) and (2) are fulfilled. This applies only when the orders from the online store are transferred to sales orders (MK)/orders (OM). If mappings for the delivery type are already set in ''Delivery service mapping'', the value set for payment instrument should always have a priority.
- (5) Payment type is the genuine payment designation with the type, amount, and date on the invoice/delivery note. Values can be arranged in Settings -> Registers.
Confirm entries (6) and save them (7).
If a certain payment instrument is not mapped - when transferring orders, the error will be displayed and the order will not be transferred to MetaKocka. As a result, it is important to replicate any change or addition of new payment instruments to the online store(s) in MetaKocka as well.
Adding registers
If you have not yet added payment method/type, you can add it directly in payment mapping:
