Orders & Documents Overview

The sales process begins with downloading a Magento order. It appears in the Order Dashboard and, depending on setup, can be created immediately or manually as a BC sales document.

Standard Flow

1. Download order.
2. Check dashboard entry and message.
3. Apply customer, payment, shipping, and tax mappings.
4. Create or open the BC sales document.
5. Verify item and option lines.
6. Post shipment and invoice in BC.
7. Report shipment, tracking, and invoice to Magento.

References

The Magento order number and internal ID are carried on the BC document. The dashboard shows sales, shipment, and invoice numbers.

Before the first production order, verify tax posting, shipping costs, payment method, location, and number series.

The connector protects against duplicate orders and can restore missing dashboard links. Nevertheless, only retry a run after investigation.