Magento Order Management Documentation The central place for learning all about the Magento Order Management System (OMS) https://omsdocs.magento.com Fri, 10 Jul 2020 08:05:13 -0500 Fri, 10 Jul 2020 08:05:13 -0500 Jekyll v4.1.0 What's New on OMS Docs {% assign whatsnew = site.data.whats-new %} <a class="btn" href="{{ site.baseurl }}{{ whatsnew.thread }}"><img src="{{ site.baseurl }}/assets/i/icons/rss.svg" /> RSS feed</a> <!-- The link enables RSS readers to recognize the whatsnew-feed thread on the page --> <link rel="alternate" type="application/atom+xml" title="What's new on Magento OMS Docs" href= "{{ whatsnew.thread }}" /> {{ whatsnew.description }} {% assign entries = whatsnew.entries %} {% assign grouped_by_year = entries | group_by_exp: "entry", "entry.date | date: '%Y'" %} {% for group in grouped_by_year... https://omsdocs.magento.com/en/whats-new/ Mon, 18 May 2020 15:07:02 -0500 Virtual products and unlimited stock Magento OMS has a product type known as **virtual products**. This type of product allows merchants to sell and process orders with items that don't require "physical shipments" and configure whether "stock management" is enabled or not for a specific SKU. ## Feature details A specific SKU can be flagged as having "unlimited" stock, which will mean that the source in question will be able to ship any amount of orders for such a SKU.... https://omsdocs.magento.com/en/features-processes/special-order-types/virtual-products/ Mon, 18 May 2020 15:07:02 -0500 Appeasements <p>The appeasements functionality enables a Customer Service Agent (CSA) to remedy a problematic situation with a customer by issuing a refund. If a client is not happy, you can easily create a refund using appeasements.</p> <p>Appeasements are applied at the order line level for virtual products, physical products, and shipping charges. A CSA can partially or fully refund the amount of one or more lines, but can never exceed the total amount of any of... https://omsdocs.magento.com/en/features-processes/post-sales/appeasements/ Mon, 18 May 2020 15:07:02 -0500 Validation Flow This page provides an overview of the order approval touchpoint flow for the Order Management System (OMS). This feature allows a merchant to manually accept or reject an order in the Order Management System (OMS). This validation check is very useful when there are external validations that must be fulfilled to continue with the normal flow of the order. You cannot continue with an order until an external system approves, and a message is received... https://omsdocs.magento.com/en/getting-started/order-flow/validation-flow/ Mon, 18 May 2020 15:07:02 -0500 Synchronize shipping methods When a new shipping method is enabled in Magento Commerce (MC), it needs to be synchronized with your Order Management System (OMS) in order to correctly import orders with these new shipping methods. 1. A new message [magento.catalog.product_management.updated]({{site.baseurl}}/en/specifications/#magento.catalog.product_management) is sent to OMS and the shipping method is created as a SKU in your OMS catalog. 2. Orders placed with this new shipping method contain the SKU of the defined shipping method to be processed correctly... https://omsdocs.magento.com/en/integration/connector/synchronize-shipping/ Mon, 18 May 2020 15:07:02 -0500 Sourcing Engine The sourcing engine does many tasks to help support the flow of orders in the Order Management System (OMS). It searches for the best possible sourcing option and configures the best possible sourcing configuration for the next successive line in an order. The sourcing engine: * Supports direct or batch mode, which is configurable at the client or order level. * Processes waves of orders for a specific merchant. * Receives sourcing requests via the... https://omsdocs.magento.com/en/features-processes/stock-sourcing/sourcing-engine/ Mon, 18 May 2020 15:07:02 -0500 SLA Hours Configuration The Service-Level Agreement (SLA) hours configuration is the maximum time that an order is declared delayed. This configuration is available in the Configuration Portal (SI Portal). ![SLA Hours](../img/sla_hours.png) {:.bs-callout .bs-callout-warning} These definitions are enabled and configured in your System Integrator (SI) Portal, which is not yet accessible externally. Contact Magento Support for assistance. ## Custom Attributes The SLA hours field is expected to contain the key of a custom attribute at an order level. This [custom attribute](../../order-modification/custom-attributes/)... https://omsdocs.magento.com/en/features-processes/omnichannel/sla-configuration/ Mon, 18 May 2020 15:07:02 -0500 Simulate Returns Before to do a return it's possible to simulate it and see a preview. To allow it, the configuration **Simulate Return Authorization** must be activated. Once the option is activated, when you go to create a new return: ![Diagram](../img/simulatereturn.png) You can select the items you want to return and press the Simulate button and you can see the preview. After that you can decide if you want to make the return or not. https://omsdocs.magento.com/en/features-processes/returns/simulate/ Mon, 18 May 2020 15:07:02 -0500 Shipping address or method This functionality allows a store associate to change the shipping addresses or shipping methods for a shipping group in the Order Management System (OMS). The shipping group could partially, or fully, impact the order either because one group needs a different shipping address, and another shipping groups has to use a different shipping method. You can change either the shipping address or method for the different items of your order. If the System Integrator (SI)... https://omsdocs.magento.com/en/features-processes/order-modification/shipping-address/ Mon, 18 May 2020 15:07:02 -0500 Ship to Store Process The Ship to store (STS) functionality allows clients to optimize their inventory across different sources for in store pick up (ISPU) orders. The ability to move stock from one source to another enables clients to manage orders with out-of-stock products at the collection point and request a source to ship them to the destination source for customer collection. ## STS process This diagram illustrates the basic STS process > STS process ![STS process](../img/STSFlow.png) The STS... https://omsdocs.magento.com/en/features-processes/omnichannel/ship-to-store/ Mon, 18 May 2020 15:07:02 -0500 Ship from Store Flow This page provides an overview of the Ship from Store (SFS) flow for the Order Management System (OMS). {:.bs-callout .bs-callout-info} We provide a common use case for an OMS order flow, however this is not a comprehensive or precise list. Each customer may have different order flows, depending on their settings and specifications. For this use case, the SFS functionality is configured at the picking stage as: - Sourced - With a shipping method allowed... https://omsdocs.magento.com/en/getting-started/order-flow/sfs-flow/ Mon, 18 May 2020 15:07:02 -0500 Services The Services functionality in your Order Management System (OMS) allows a merchant to define product options for orders or order lines. For example, you can provide services such as gift wrap or engraving of a product. This functionality is not limited by any store or warehouse stock; It is considered to be available as unlimited stock and the merchant can define anything that they want as a service. {:.bs-callout .bs-callout-info} An out-of-the-box Connector only supports... https://omsdocs.magento.com/en/features-processes/special-order-types/services/ Mon, 18 May 2020 15:07:02 -0500 Search Results https://omsdocs.magento.com/en/search/ Mon, 18 May 2020 15:07:02 -0500 Return Cancellation ## Return Cancellation In this type of return, the steps are as follows: The customer can initiate the return cancellation by calling customer service. This requirement can be caused by several reasons, such as: - Customer does not want to process the return any longer. - There has been a mistake on the customer return request (ie.: customer requested to return line 1 and actually wants to return line 1 and line 2). - Customer... https://omsdocs.magento.com/en/features-processes/returns/return-cancellation/ Mon, 18 May 2020 15:07:02 -0500 Reshipments The reshipment functionality is thought to resolve the scenario when the shipment, sent by the Warehouse, was never received for the customer. These kind of scenarios are usually generated by a carrier mistake. In this case, the customer calls the customer service and after they double check that it is a carrier fault, customer service has the availability of sending again the lines affected to the customer. > Example of a reshipment order ```json {... https://omsdocs.magento.com/en/features-processes/post-sales/reshipments/ Mon, 18 May 2020 15:07:02 -0500 Request packing slip integration The packing slip integration feature allows you flexibility to customize the experience to your needs and workflow. ## Customization of the packing slip By default, the Order Management System (OMS) generates an HTML packing slip that can be customized with a logo, header, and footer. You can also use the request packing slip message [`magento.logistics.pick_list_management.request_packing_slip`]({{site.baseurl}}/en/specifications/#magento.logistics.pick_list_management) to integrate with an external application that will generate the packing slip. This packing slip can use any format that... https://omsdocs.magento.com/en/integration/omnichannel/request-packing-slip-integration/ Mon, 18 May 2020 15:07:02 -0500 Remorse time This feature allows a merchant to specify a certain period of time when an order is in a `ON HOLD` status. Remorse time pauses all orders in your Order Management System (OMS) for `n` seconds before continuing with the normal flow. `n` seconds begins from the `order.origin_date` attribute that you can find in the [`magento.sales.order_management.create`]({{site.baseurl}}/en/specifications/#magento.sales.order_management) message. For example, a merchant wants to have some time for a customer to cancel the order due to a... https://omsdocs.magento.com/en/features-processes/order-modification/remorse-time/ Mon, 18 May 2020 15:07:02 -0500 Release Calendar The Magento Order Management System (OMS) continually strives to find the right balance between making product upgrades simple and predictable and delivering improvements and new features to early adopters faster. ## OMS The release calendar below gives an overview of upcoming releases and expected release dates. These dates are subject to change. | Release | Deploy to Staging | Deploy to Production | |---|---|---| | 2020.09 | July 7, 2020 | *July 14, 2020* (EU... https://omsdocs.magento.com/en/release-notes/releases/ Mon, 18 May 2020 15:07:02 -0500 Refunds The Magento Order Management System (OMS) allows you to manage refunds for any order in the Admin UI or via the API. The way you handle refunds depends on the type of payment integration that was implemented by your System Integrator (SI)---either [`CUSTOM`]({{site.baseurl}}/en/features-processes/payment/#custom-payment-integrations) or [`OFFLINE`]({{site.baseurl}}/en/features-processes/payment/#offline-method). The `codes` and `reason_codes` in the `magento.postsales.refund_management.updated` specification can be different, depending on the applied payment integration---`CUSTOM` or `OFFLINE`. See the [Payments page]({{site.baseurl}}/en/features-processes/payment/) for more information. See the [Auto release... https://omsdocs.magento.com/en/features-processes/post-sales/refunds/ Mon, 18 May 2020 15:07:02 -0500 Refund return rules In order to process returns and refunds in your Order Management Service (OMS), you must enable and configure some rules and permissions to define how refunds work. ## Enable rules To enable the refund return rules functionality, toggle the **refund return rules** options in the System Integrator (SI) Portal---**Sales channel** > **Post-sales** > **Refund return rules**. See the [Postsales category]({{site.baseurl}}/en/userguides/si-portal/sales-channel/#postsales-category) page for more information. Toggling these options to enable the functionalities ensures that refund return... https://omsdocs.magento.com/en/features-processes/returns/refund-return-rules/ Mon, 18 May 2020 15:07:02 -0500 Re-sourcing flow This page explains the different options and flows for orders that can be re-sourced. Re-sourcing refers to an allocated source that is not able to complete the fulfillment process, therefore the system has to find another option to re-source a specific order rather than cancelling it. There are two type of orders in a re-sourcing flow: - Home Delivery orders - In Store PickUp (ISPU) orders ## Re-sourcing flow for Home Delivery orders The re-sourcing... https://omsdocs.magento.com/en/features-processes/stock-sourcing/re-sourcing/ Mon, 18 May 2020 15:07:02 -0500 Query Returns For query returns you have available the [repository]({{site.baseurl}}/en/specifications/#magento.postsales.return_repository) to make that. This repository follows the Query language protocol like all the other MOM repositories. If you have doubts about the usage please go to the [query language docuemntation]({{site.baseurl}}/en/integration/api/query-language/). Please find below some examples: - Search all the returns associated with an specific order: ```json { "query": { "size": 20, "criteria": { "exp": "eq", "args": [ {"exp": "field", "args": [{"value": "order_id"}]}, {"value": "000000089"} ] } }... https://omsdocs.magento.com/en/features-processes/returns/query/ Mon, 18 May 2020 15:07:02 -0500 Price Adjustments This section explains the Price adjustment functionality, which allows you to update the price for specific items in your order. ![Price Adjustment](../img/price.png){:height="20%" width="20%"} ## Price Adjustment Functionality The Price adjustment functionality allows you to update the price for specific items when you **start picking** an order in your Order Management System (OMS). This functionality is only available for Ship From Store (SFS) and In Store Pick Up (ISPU) processes. You can also update the line... https://omsdocs.magento.com/en/features-processes/omnichannel/price-adjustments/ Mon, 18 May 2020 15:07:02 -0500 Pre-shipped products The ability to pre-ship products is an existing feature in the Order Management System (OMS) that allows for products that are not allocated before a shipment request is created in your OMS. Once the order is placed, the products are directly processed. This order flow capability provides a solution for: - Virtual or downloadable products such as tickets or music albums. - Products purchased in physical stores. These pre-shipped products (or their order lines) do... https://omsdocs.magento.com/en/features-processes/special-order-types/pre-shipped/ Mon, 18 May 2020 15:07:02 -0500 Pre-orders A pre-order is any order that contains a new item which has been not released yet and it is still not in stock. It has a street date (`StreetDate` attribute) in which the item is expected to be in stock. `StreetDate` is the date in which the item is expected to be available, in stock, or released. You must configure the `streetDate` attribute during the order setup phase, or it cannot be modified (or visible)... https://omsdocs.magento.com/en/features-processes/special-order-types/pre-orders/ Mon, 18 May 2020 15:07:02 -0500 OMS Pre-Launch Checklist This page provides a summary of pre-launch checklist items or actions that must be fulfilled before launching your Order Management System (OMS). The following resources are available for assistance with the pre-launch checklist: - Customer Success Manager (CSM) - Technical Account Manager (TAM) - Solution Architect (SA) {:.bs-callout .bs-callout-warning} If you encounter any problems during launch, contact Magento support or the assigned TAM to open an urgent ticket. Prior to opening a ticket to **Go... https://omsdocs.magento.com/en/getting-started/pre-launch/ Mon, 18 May 2020 15:07:02 -0500 Pre-authorised returns Pre-authorised returns are returns that the customer initiates, due to many potential reasons. ## Customer workflow Pre-authorised returns typically occur in a prescribed customer flow: 1. The customer initiates the return by calling Customer Service or requesting it via their MyAccount login on the front-end due to reasons such as: * The package received does not have a return label so the customer cannot initiate a typical return. * The product to be returned has... https://omsdocs.magento.com/en/features-processes/returns/pre-authorised-returns/ Mon, 18 May 2020 15:07:02 -0500 Order Flow This page provides an overview of the Order Management System (OMS) order flow. {:.bs-callout .bs-callout-info} We provide a common use case for an OMS order flow, however this is not a comprehensive or precise list. Each customer may have different order flows, depending on their settings and specifications. ## Order Flow Basics The OMS order flow: * Moves chronologically. * Cannot be reverted (go backward to undo, then move forward again). * Moves through a... https://omsdocs.magento.com/en/getting-started/order-flow/ Mon, 18 May 2020 15:07:02 -0500 Order details Find all of the details for an order in the **Sales** > **Orders** > **_order ID for a specific order_** in your Order Management System (OMS) Admin. > Overview of an order ![Order overview](../img/order-details.png){:height="70%" width="70%"} In the Order details view, you will find the following details about a specific order: | Section | Description | |-----|--------| |**Overview** | General information about the order, such as the shipping or the payment method. See [Overview]({{site.baseurl}}/en/userguides/sales/orders/order-details/#overview). | |**Comments**... https://omsdocs.magento.com/en/userguides/sales/orders/order-details/ Mon, 18 May 2020 15:07:02 -0500 Order Comments Order comments show a history in the system of communications between the customer and a Customer Service (CS) person in the system. They can include requests or complains from the customer, ticket or incident annotations taken by the CS person, shipment tracking information, and other relevant info needed to trace orders or complete post-sales actions. The system also accepts comments from an external third party via the API. ### Create a new comment There are... https://omsdocs.magento.com/en/features-processes/post-sales/order-comments/ Mon, 18 May 2020 15:07:02 -0500 Order approval touchpoint The order approval touchpoint feature enables a merchant to manually accept or reject an order in the Order Management System (OMS). This validation check is very useful when there are required external validations that have to be fulfilled to continue with the normal flow of the order. For example, a manual fraud review department, or a governmental organization, demands that all ecommerce transactions have to be reviewed by them. If this feature is enabled, it... https://omsdocs.magento.com/en/integration/order-approval-touchpoint/ Mon, 18 May 2020 15:07:02 -0500 Offline payments Payment methods can be processed offline. This occurs when your Magento Order Management System (OMS) is not responsible for the payment process, and is managed outside of your OMS. {:.bs-callout .bs-callout-info} All payment requests will be auto accepted internally without contacting any third party. The authorization and capture happen in your web store, before the order is created in your OMS. The payment(s) in these orders are considered to be offline. OMS is not responsible... https://omsdocs.magento.com/en/features-processes/payment/offline/ Mon, 18 May 2020 15:07:02 -0500 Bundles <p>A bundle is an offering of several products for sale as one combined product.</p> <p>See <a href="/en/features-processes/special-order-types/bundles/">Bundles</a> for more info about bundles and how they work in the Order Management System (OMS).</p> <p>In order to process bundles, the Connector must map the bundle and its child lines during the creation of the order, so that the bundle is correctly handled.</p> <p>When creating the <a href="/en/specifications/#magento.sales.order_management"><code class="language-plaintext highlighter-rouge">magento.sales.order_management.create</code></a> specification in Magento Commerce (MC), the following is... https://omsdocs.magento.com/en/integration/connector/bundles/ Mon, 18 May 2020 15:07:02 -0500 Maintenance Calendar The Magento Order Management System (OMS) continually strives to find the right balance between product upgrades and stability improvements for the platform. The pre-determined maintenance schedule here helps ensure that your OMS is healthy and performant and your production systems are running smoothly, freeing you to stay focused on addressing the ever-changing needs of your business. During maintenance windows, no orders are processed in the OMS and the OMS Admin may not be accessible. The... https://omsdocs.magento.com/en/release-notes/maintenance/ Mon, 18 May 2020 15:07:02 -0500 In-store Pickup Flow This page provides an overview of the In-store pickup (ISPU) flow for the Order Management System (OMS). {:.bs-callout .bs-callout-info} We provide a common use case for an OMS order flow, however this is not a comprehensive or precise list. Each customer may have different order flows, depending on their settings and specifications. ## ISPU Flow Diagram > _Click to expand and zoom the diagram. You may also click links within the diagram for more info._... https://omsdocs.magento.com/en/getting-started/order-flow/ispu-flow/ Mon, 18 May 2020 15:07:02 -0500 Inventory The Order Management System (OMS) inventory functionality provides powerful allocation, inflight stock, and inventory capabilities, including an easy-to-use interface that allows you to track and understand stock movements across all sources (warehouses and physical stores). > Inventory menu in Admin ![Inventory menu in Admin](../img/inventory_menu.png){:height="500px" width="300px"} See the [stock-sourcing section of the Inventory page]({{site.baseurl}}/en/features-processes/stock-sourcing/inventory/) for more info on inventory and stock snapshots . ## Source stock The Source Stock view displays an overview of the current... https://omsdocs.magento.com/en/userguides/products/inventory/ Mon, 18 May 2020 15:07:02 -0500 Inventory This page details the different inventory flows in the Order Management System (OMS), such as an inventory update, a reindex, or an export process. {:.bs-callout-info} We retain historical aggregate stock and source stock information for 60 days. Find aggregate stock and source stock history in the OMS Admin---**Products** > Inventory > **Aggregate Stock** (and **Source Stock**) > **View** in History column. ## Update source stock quantities Your OMS expects to receive on hand stock quantities... https://omsdocs.magento.com/en/features-processes/stock-sourcing/inventory/ Mon, 18 May 2020 15:07:02 -0500 Inventory Service limits The existing Order Management System (OMS) Inventory Service has some limits, or constraints, for the data that passes back and forth between our system and yours. The following listed constraints will help you better understand how the inventory system and OMS work together and what you should expect from those interactions. {:.bs-callout-info} This table lists existing constraints, which are subject to change, for input data in inventory messages. | Parameter | Limit | |---|---| |... https://omsdocs.magento.com/en/features-processes/stock-sourcing/inventory-limits/ Mon, 18 May 2020 15:07:02 -0500 Backorders <p>Backorders are an existing feature that allow you to sell out-of-stock products from the warehouse when you create an order. Backorders are available in the OMS Admin &gt; <strong>Sales</strong> &gt; <strong>Backorders</strong>.</p> <p>See the <a href="../../../userguides/sales/backorders/">Backorders User Guide</a> to learn how to view and filter backorders in the Order Management System (OMS) Admin.</p> <p>To increase visibility for this feature you will see a label for backorders in the Admin.</p> <p><img src="../img/backorders_LabelinAdmin.png" alt="Label in Admin" height="70%" width="70%"... https://omsdocs.magento.com/en/features-processes/special-order-types/backorders/ Mon, 18 May 2020 15:07:02 -0500 Dashboard The Dashboard view shows important information for your Order Management System (OMS) consolidated on a single screen for easy at-a-glance viewing. Click **Dashboard** in the left-hand menu to access one of the three main detailed dashboards, [Operations](#operations-dashboard), [In Store Pick Up (ISPU)](#in-store-pick-up-dashboard), and [Ship From Store (SFS)](#ship-from-store-dashboard). > Dashboard view ![Dashboard overview](img/menu_operationsdashboard.png){:height="30%" width="30%"} ## Admin Dashboard overview > Admin Dashboard view ![Admin Dashboard overview](img/quick_dashboard.png) Easily see info from these areas from the main Dashboard view... https://omsdocs.magento.com/en/userguides/dashboard/ Mon, 18 May 2020 15:07:02 -0500 Release notes for OMS hotfixes These release notes document hotfixes of the Order Management System and are published on an as-needed basis. Each section below represents a specific, versioned Order Management System (OMS) hotfix release, and the noted date reflects when the release notes were published. Release notes include: * {:.fix} Improvements * {:.bug} Known issues ## v2020.08.1 Release date---*June 29, 2020* (EU region) and *June 30 2020* (other regions) * {:.fix}<!--PD-18436-->**Customer Service actions now available**---We fixed the error, caused... https://omsdocs.magento.com/en/release-notes/oms/hotfixes/ Mon, 18 May 2020 15:07:02 -0500 Release notes for Connector These release notes document numerous functional fixes and enhancements of the Connector. Release notes are published in conjunction with the release to production. Each section below represents a specific, versioned Connector release, and the noted date reflects when the release notes were published. Release notes include: * {:.new} New features * {:.fix} Improvements * {:.bug} Known issues {:.bs-callout-info} See the changelog for each version of the Connector compatible with Magento [Commerce 2.1.x](https://magento-mcom.github.io/mcom-connector-sr/CHANGELOG-2.1.html), [Commerce 2.2.x](https://magento-mcom.github.io/mcom-connector-sr/CHANGELOG-2.2.html), or... https://omsdocs.magento.com/en/release-notes/connector/ Mon, 18 May 2020 15:07:02 -0500 Release Information This page includes all the information you need to stay updated about new features, fixes, and improvements for the Order Management System (OMS) and the Connector. The following release notes show detailed information about changes to both the OMS itself and the Connector. ## Expectations Our releases are deployed to various environments in sequential order _before_ we deploy them to production. We run acceptance tests in each environment before promoting a release to the next... https://omsdocs.magento.com/en/release-notes/ Mon, 18 May 2020 15:07:02 -0500 OMS Integration Guides This Integration Guides section of the Order Management System (OMS) documentation provides guides and other information to help you integrate the Magento OMS. The OMS Integration Guides contain the following content areas: | Section | Description | Link | |------- -|-------------|------| | **Introduction** | This guide is an introduction to a Magento OMS integration. | [Guide: Get Started with OMS](introduction/) | | **MCOM Connector** | MCOM Connector is the default to integrate Magento OMS with... https://omsdocs.magento.com/en/integration/ Mon, 18 May 2020 15:07:02 -0500 OMS Custom Payment Integrations This section helps System Integrators (SI) set up their payment integrations within the Order Management System (OMS) and Magento Commerce (MC) ecosystem. ## Magento OMS Custom Payment Integration Guide Before starting development, it is recommended to engage with Magento Technical Support team, to: - Agree on a suitable custom payment endpoint name. - Receive an OAuth 2.0 client id and client secret that could be used to authorize the HTTP requests being sent to the... https://omsdocs.magento.com/en/integration/payments/ Mon, 18 May 2020 15:07:02 -0500 Specifications The Magento Integration Bus (MIB) is an API gateway which provides a common communication layer for different services in the Order Management System (OMS) and Magento Commerce (MC) ecosystem. See [Magento Integration Bus](../../api) for more information. ## Payment specifications MIB payment specifications describe the fields and format used in the different payment configurations supported by the OMS. Although all payment messages are implemented as MIB commands, they can be of two types: - **Commands** originated... https://omsdocs.magento.com/en/integration/payments/specifications/ Mon, 18 May 2020 15:07:02 -0500 Omnichannel ## Omnichannel |-|-|-| |**Carrier Integration**| This document explains how carrier integration works for SFS orders. | [See Carrier Integration Document](carrier-integration) |**Request packing slip integration** | This document explains how to integrate with custom generation for packing slip | [See Fulfillment Document ](./request-packing-slip-integration/) | https://omsdocs.magento.com/en/integration/omnichannel/ Mon, 18 May 2020 15:07:02 -0500 Legacy Functionalities The content within this section represents legacy functionality. See previous sections in OMS Integration Guides for information about current functionalities. https://omsdocs.magento.com/en/integration/legacy/ Mon, 18 May 2020 15:07:02 -0500 XML interfaces In this topic you will see an overview of the logistic XML interfaces of Magento Order Management System (Magento OMS), an explanation of the OMS sFTP folder structure (file conventions to follow for incoming and outgoing files), and steps for validating examples. In the schema files for each feed below, you must change the `shared.xsd` portion of the file name to point to the feed you want to use. For instance, for stock-snapshot you would... https://omsdocs.magento.com/en/integration/legacy/xml-interfaces/ Mon, 18 May 2020 15:07:02 -0500 Reporting Feeds ## Introduction The purpose of this document is to provide an overview of the logistic XML interfaces of Magento Order Management System (Magento OMS) related to reporting feeds. ## Outgoing files Please, go to [XML Interfaces Document ](../xml-interfaces/) where it is explained the OMS SFTP folder structure used file conventions to follow for incoming and outgoing files. ### Order Detail The order-details feed is sent to the partner to report sales. It includes all order... https://omsdocs.magento.com/en/integration/legacy/reporting-feeds/ Mon, 18 May 2020 15:07:02 -0500 Reno payment configuration This page contains the information for a legacy payment configuration which utilizes Reno as an endpoint proxy. ## Reno-proxy endpoint Reno registers itself as a `reno-proxy` endpoint to receive any payment event sent to this endpoint. The `reno-proxy` endpoint details are: - ID---`reno-proxy` - Contracts---`magento.payments.payments_management` - Subscribes--- - `magento.payments.payments_management.notify_validated` - `magento.payments.payments_management.notify_validation_failed` - `magento.payments.payments_management.notify_revalidated` - `magento.payments.payments_management.notify_revalidation_failed` - `magento.payments.payments_management.notify_captured` - `magento.payments.payments_management.notify_capture_failed` - `magento.payments.payments_management.notify_refunded` - `magento.payments.payments_management.notify_refund_failed` - `magento.payments.payments_management.notify_cancelled` - `magento.payments.payments_management.notify_cancellation_failed` From a System Integrator (SI) perspective, this means... https://omsdocs.magento.com/en/integration/legacy/reno-configuration/ Mon, 18 May 2020 15:07:02 -0500 Typical OMS integrations This section explains typical integrations you can find in your Order Management System (OMS). For specific information on the messages, check the [Specifications](../../specifications) topic. ## Order New __Topic__: [`magento.sales.order_management.create`](https://omsdocs.magento.com/en/specifications/#magento.sales.order_management) __Header__: (need to add “to” in the headers with value*) The Create Order Commands are sent by the Sales Channel to Magento OMS when a purchase is completed. The order information will include information about order lines, payments if available and shipping method. The addresses need... https://omsdocs.magento.com/en/integration/introduction/ Mon, 18 May 2020 15:07:02 -0500 Customer Communications ## Overview This document aims to define the most common communications that can happen with a customer and intends to: - Define recommendations for these different scenarios. - Define an integration with the generated messages from your OMS. ## Order Confirmation Order confirmation refers to the usual communication that a customer gets when a purchase is done. Customer receives an email with information about: - Order lines. - Planned backorder. - Remorse period, depending on... https://omsdocs.magento.com/en/features-processes/customer-communications/ Mon, 18 May 2020 15:07:02 -0500 Omnichannel |-|-|-| |**Ship to Store Process** | This document explains how this feature allows fulfilling an In Store pickup order fully or partially from a different source in cases where an SKU is not available in the selected store by the customer. | [See Ship to Store Process](ship-to-store/) | |**Fulfillment Process** | The purpose of this document is to provide more details on the fulfillment process. | [See Fulfillment Document](fulfillment/) | |**Price Adjustments** | The purpose... https://omsdocs.magento.com/en/features-processes/omnichannel/ Mon, 18 May 2020 15:07:02 -0500 Customer Service The Customer Service view in the Order Management System (OMS) Admin is the view in which Customer Service Agents (CSA) and Supervisors will spend most of their time. In this view, they can access various functionalities, including the ability to create returns or appeasements. > Customer Service menu in the Admin ![Admin Menu](img/cs_orders_view.png){:height="25%" width="25%"} The Customer Service view and its functions allow you to easily track post-sales actions and allows the ultimate in process alignment... https://omsdocs.magento.com/en/userguides/customer-service/ Mon, 18 May 2020 15:07:02 -0500 Connector Overview The Connector works as a go-between that integrates Magento Commerce (MC) and the Order Management System (OMS), digesting and outputting information, like aggregated stock updates, order creation, and shipment and return/refund info, between the disparate systems. There are [several modules](../connector/connector-architecture/#modules)---Catalog, Inventory, Sales, and Post-sales---that assist in the communication between, and integration of, MC and OMS. See [OMS Connector architecture](../connector/connector-architecture/) to learn more about the specifics of these interactions. ## Features The Connector has myriad features... https://omsdocs.magento.com/en/integration/connector/ Mon, 18 May 2020 15:07:02 -0500 OMS User Guides This User Guides section of the Order Management System (OMS) documentation provides guides to assist you in using the Magento OMS Admin. The OMS User Guides contain the following content areas: | Section | Description | Link | |------- -|-------------|------| | **Dashboard** | This section contains an overview of the **Dashboard** tab, a visual display of the most important information (quick search, last activity, and summaries), consolidated on a single screen for at-a-glance monitoring. |... https://omsdocs.magento.com/en/userguides/ Mon, 18 May 2020 15:07:02 -0500 System Overview These guides include the following content: | Section | Description | Link | |------- -|-------------|------| | Events | The Events view allows you to track and view jobs and messages coming into and out of the Order Management System (OMS), assess all stock events, view the payload for each queue item, see a history of all the events between Magento Commerce and the OMS, and more. | [See Events guide ](events/) | | Fulfillment |... https://omsdocs.magento.com/en/userguides/system/ Mon, 18 May 2020 15:07:02 -0500 Order modification |-|-|-| |**Custom attributes** | This page explains how this feature allows you to update the custom attributes of the main MOM entities of an existent order. | [See Custom attributes](custom-attributes/) | |**Remorse time** | This page explains how to use remorse time to specify when an order is `ON HOLD` for a certain period of time. | [See Remorse time](remorse-time/) | |**Shipping address or method** | This page explains how to update the shipping address... https://omsdocs.magento.com/en/features-processes/order-modification/ Mon, 18 May 2020 15:07:02 -0500 Tools You can efficiently manage your extensions in **System** > Tools in the Order Management System (OMS) Admin. > Tools menu in the OMS Admin ![Admin menu](../img/AdminMenu_System_Tools2.png){:width="400px"} ## Extensions management The Extensions management functionality allows allows you to execute customized actions and processes right from the OMS Admin. You can [enable this functionality](https://omsdocs.magento.com/en/features-processes/extensions-management/extensions/#enable-extensions-management) in the System Integration (SI) Portal. > Extensions management view ![Extensions management view]({{site.baseurl}}/en/features-processes/extensions-management/img/available-extensions.png) See the [Extensions Management topic](https://omsdocs.magento.com/en/features-processes/extensions-management/extensions/) for in-depth information about how... https://omsdocs.magento.com/en/userguides/system/tools/ Mon, 18 May 2020 15:07:02 -0500 Permissions Enabling individual permissions for a role, and then enabling configured roles for users, is an easy process in the Order Management System (OMS) Admin. ![Admin menu](../img/AdminMenu_System_Permissions.png) ## Managing permissions In the Permissions section of the **System** menu you can access both the **Users** view, where you create a new user, and the **Roles** view, where you set permissions for a user. Both roles and users are fully configurable to meet your unique permissions needs. ###... https://omsdocs.magento.com/en/userguides/system/permissions/ Mon, 18 May 2020 15:07:02 -0500 Reporting with MBI The Magento Order Management System (OMS), together with [Magento Business Intelligence](https://magento.com/products/business-intelligence) (MBI)---the powerful reporting tool for all of Magento Commerce, enables detailed reporting of the full lifecycle of your sales, shipments, returns, and refunds. As orders are created and shipped, and as returns are received and refunded, this information is sent straight to MBI (as events) so MBI can index and report data efficiently. MBI Essential Order Management Reports, which provide insight into several key... https://omsdocs.magento.com/en/features-processes/reporting/ Mon, 18 May 2020 15:07:02 -0500 Magento Integration Bus The Magento Integration Bus (MIB) is an API gateway which provides a common communication layer for different services to interact with the Order Management System (OMS). The MIB provides services such as basic services discovery capabilities, an authorization and authentication mechanisms for your OMS, as well as a synchronous or asynchronous broadcast communication mechanisms. The MIB acts as a centralized API gateway and messaging broker, which receives requests from everywhere and routes them to their... https://omsdocs.magento.com/en/integration/api/ Mon, 18 May 2020 15:07:02 -0500 Query Language ## Introduction OMS defines a standard way to encode search criteria for some queries. It meant to provide a mechanism to query data from OMS in a simple, database agnostic and extensible way. ## Parse Tree Parse Tree is a set of two simple structures which allow to encode any expression. All other expressions are build on top of these structures. ### constant value Constant value - represents a simple constant value that can be... https://omsdocs.magento.com/en/integration/api/query-language/ Mon, 18 May 2020 15:07:02 -0500 Integration layer limits The Magento Order Management System (OMS) API has a few limitations: - Limitations on number of requests - Size of request - Set validation patterns These limitations help set best practices so a System Integrator (SI) can integrate the OMS quickly, easily, and efficiently. ### Constraints Existing constraints for input data in messages processed by the service bus are explained below. Constraints are guidelines to be followed for the OMS API. Limits are current, existing... https://omsdocs.magento.com/en/integration/api/layer-limits/ Mon, 18 May 2020 15:07:02 -0500 Integrating with OMS API This page describes the different ways to integrate with the Magento OMS API. ## Integration options The way to connect with the OMS is JSON-RPC over HTTP. There are three different integration approaches: - MC Extensions - Reference Middleware: - Custom Middleware Actually, any integration is a mix of way of integrating. Typically, you will be using the Magento OM connector in MC which is an MC extension, the warehouse integration will be done through... https://omsdocs.magento.com/en/integration/api/integrating-with-magento-api/ Mon, 18 May 2020 15:07:02 -0500 Release notes for OMS These release notes document numerous functional fixes and enhancements of the Order Management System (OMS). Release notes are published in conjunction with the release to staging, approximately one week before the production release. {:.bs-callout .bs-callout-info} To see release notes specifically for hotfixes, check out [Hotfixes](../oms/hotfixes/index.html). Release notes include: * {:.new} New features * {:.fix} Improvements * {:.bug} Known issues ## v2020.08 Staging release---*June 16, 2020* Production release---*June 22, 2020* (EU region), *June 23, 2020* (US... https://omsdocs.magento.com/en/release-notes/oms/ Mon, 18 May 2020 15:07:02 -0500 Order Status There are many statuses in the OMS. The below information enumerates available statuses and reason codes. ## Order | Status Code | Status Name | Reason Code (Reason Name) | |-------------|-------------|---------------------------| | `ABORTED` | Aborted |`TEST` (Aborted test order) | | `APPROVED` | Approved | \- `SYSAPPROVED` (System approved order) <br> \- `ANALYSTAPPROVED` (Analyst approved order) | | `AUTHORIZED` | Authorized | - | | `CANCELLED` | Cancelled | This field will likely contain values... https://omsdocs.magento.com/en/features-processes/order-status/ Mon, 18 May 2020 15:07:02 -0500 Order Management System (OMS) This Getting Started section of the Order Management System (OMS) documentation provides an overview of OMS. You will find several helpful resources to help you understand what OMS is all about and help you get started. The OMS docs contain the following content areas: | Section | Description | Link | |---------|-------------|------| | **Getting Started** | Information to help you get started with OMS, including [Terminology](/en/getting-started/terminology) and a use case for an [Order Flow](/en/getting-started/order-flow). |... https://omsdocs.magento.com/en/getting-started/ Mon, 18 May 2020 15:07:02 -0500 Payment The Magento Order Management System (OMS) can handle payments via [**Custom payment integrations**](#custom-payment-integrations) or the [**Offline method**](#offline-method). Custom payment integrations (captures and refunds), as well as any other payment notifications, will be requested by the OMS. The sales channel is responsible for taking authorizations at the time of checkout. After successful authorizations a token will be passed down to the OMS to avoid passing sensitive information, such as credit card numbers. All of these actions... https://omsdocs.magento.com/en/features-processes/payment/ Mon, 18 May 2020 15:07:02 -0500 Other Settings In **System** > Other Settings in the Order Management System (OMS) Admin you can disable or activate your current integrations, refresh registration of the OMS API, and view extensive information about your integrations via the API Integrations view. > Other Settings menu in the OMS Admin ![Other Settings menu in the OMS Admin](../img/AdminMenu_System_OtherSettings2.png){:width="400px"} ## API Integrations The API Integrations view allows you to take many actions related to your integrations. > API Integrations view ![API... https://omsdocs.magento.com/en/userguides/system/other-settings/ Mon, 18 May 2020 15:07:02 -0500 Fulfillment You can manage and add sources, stock aggregates, and sales channels, in **System** > Fulfillment in the Order Management System (OMS) Admin. > Fulfillment menu in OMS Admin ![Fulfillment menu in OMS Admin](../img/fulfillment-menu2.png){:height="50%" width="50%"} ## Sources The Sources view shows available sources which reflect the stock locations at warehouses and physical stores. > Sources view ![Sources View](../img/sources-view.png) Columns of information in the Sources view include the following: | Column | Description | | --- |... https://omsdocs.magento.com/en/userguides/system/fulfillment/ Mon, 18 May 2020 15:07:02 -0500 Terminology - Expressions ## Overview This glossary provides definitions relating to specific terms and concepts that are used in the conentext of the Magento OMS. The value of this glossary is to maximize the understanding of the core business concepts and terminology of the organization. This eliminates misunderstandings that cause lost time, lost opportunities and lost revenue. Additionally, it aims to maximize communications and understand across the enterprise. For example, it helps to facilitate the decision-making processes through... https://omsdocs.magento.com/en/getting-started/terminology/ Mon, 18 May 2020 15:07:02 -0500 Products overview These guides include the following content: | Section | Description | Link | |------- -|-------------|------| | Catalog | Basic catalog information including Items and Options | [See Catalog guide](catalog/) | | Inventory | Learn how to track and understand stock movements across all the sources in Admin | [See Inventory guide](inventory/) | > Admin menu ![Admin menu](img/Admin_Products_menu.png) https://omsdocs.magento.com/en/userguides/products/ Mon, 18 May 2020 15:07:02 -0500 Backorders Backorders are an existing feature that allow you to sell out-of-stock products from the warehouse when you create an order. You can display the available products for backorders as `In Stock`, or using a customized message such as `Available in ‘X’ days`. Backorders are available in the OMS Admin > **Sales** > **Backorders**. ![Admin menu](../img/Menu_backorders.png){:height="30%" width="30%"} Backorders can be planned or unplanned, but in all cases the customer will be informed of the waiting period.... https://omsdocs.magento.com/en/userguides/sales/backorders/ Mon, 18 May 2020 15:07:02 -0500 Exceptions & Sourcing Queue The **Exceptions & Sourcing queue** shows the orders that are queued pending to be sourced for the next sourcing wave. > Exceptions in Admin menu ![Admin Menu](../img/Exceptions_menu.png) This **Exceptions & Sourcing queue** view provides a table with the following information: - Order ID - Sales Channel - Order Age - Shipping method - Items (number of items) - Exception - Exception Reason - Status - Manual - Cancel ## Search You can quickly search an... https://omsdocs.magento.com/en/userguides/sales/exceptions-and-allocation-queue/ Mon, 18 May 2020 15:07:02 -0500 Post-sales |-|-|-| |**Order Comments** | The purpose of this document is to explain how to manage order comments. MOM offers the availability to add some comments for an order, which will be useful for its traceability and post actions. | [See Order Comment Document ](order-comments/) | |**Reshipments** | The purpose of this document is to explain the reshipment operation. This situation usually occurs when for a carrier fault the shipment never arrive to the end customer... https://omsdocs.magento.com/en/features-processes/post-sales/ Mon, 18 May 2020 15:07:02 -0500 Customer Support Process ## Overview Customer support is a vital part of the total Magento Order Management customer experience. <br> We are dedicated to ensuring that every support issue is resolved to your satisfaction. To enable you to maximize the return on your investment, we offer a customer support plan designed to meet your business needs. *This document provides an overview of the Magento Order Management Customer Support services and how to utilize them.* ## Introduction As defined... https://omsdocs.magento.com/en/getting-started/customer-support/ Mon, 18 May 2020 15:07:02 -0500 OMS Features and Processes Guides This Features and Processes Guides section of the Order Management System (OMS) documentation provides information about the features and business processes related to the Magento OMS. The OMS Features and Processes Guides contain the following content areas: ## Orders | Section | Description | Link | |------- -|-------------|------| |**OMS Statuses** | Document that contains the statuses in the OMS and available reasons for each status | [See OMS Statuses Document ](order-status/) | ## Special order... https://omsdocs.magento.com/en/features-processes/ Mon, 18 May 2020 15:07:02 -0500 In-store pickup ![Admin Menu](../img/ispu_access.png){: height="30%" width="30%"} In-store pickup (ISPU) functionality allows a customer to place their order online and collect the order items from a physical store. The Order Management System (OMS) provides a web-based interface to allow the store associate to pick and prepare the items for customer collection. Exceptions, such as items not able to be picked, can be handled simply and cleanly from this interface. The UI employs responsive design, which is a mobile-first... https://omsdocs.magento.com/en/userguides/sales/in-store-pickup/ Mon, 18 May 2020 15:07:02 -0500 Orders An order, in your Order Management System (OMS), is a request for products. Find all of the details for orders in **Sales** > **Orders** in your OMS. ![Admin Menu](../img/sales_orders.png){:height="40%" width="40%"} The Order view is divided into two main areas: a search filter and an order list. ![Orders](../img/sales_orders_view.png) ## Search orders You can quickly search orders using filters: * Order ID * Customer first name * Customer last name * Customer email * Requested to *... https://omsdocs.magento.com/en/userguides/sales/orders/ Mon, 18 May 2020 15:07:02 -0500 Pending arrival An order pending arrival is an order within a shipment request, that was [shipped to the store (STS)](../ship-to-store-admin/) for an [in-store pickup (ISPU)](../in-store-pickup/), with a "pending arrival" status. In this section you can find information about pending arrivals and their related shipment requests in your OMS. > Pending arrival in the Admin ![Pending arrivals in the Admin Menu](../img/admin-pending-arrivals.png) The Pending arrival page gives you an at-a-glance look at all of the shipment requests in your... https://omsdocs.magento.com/en/userguides/sales/pending-arrival/ Mon, 18 May 2020 15:07:02 -0500 Pre-orders A pre-order is any order that contains a new item which has been not released yet and it is still not in stock. It has a street date (`StreetDate` attribute) in which the item is expected to be in stock. > Pre-orders in the Admin ![Admin Menu](../img/Menu_preorders.png) This view contains the following information: - Option Client SKU - Street date - Orders placed - Items sold - Orders cancelled - Orders shipped - Item authorized... https://omsdocs.magento.com/en/userguides/sales/preorders/ Mon, 18 May 2020 15:07:02 -0500 Stock and Sourcing |-|-|-| |**Inventory** | This document provides more details on the inventory update process. | [See Inventory Document ](inventory) | |**Sourcing** | The purpose of this document is to explain how the sourcing process works and the different configurable sourcing rules. | [See Sourcing Document ](sourcing-engine) | |**Re-sourcing flow** | The purpose of this document is to explain the options and flows for orders that can be re-sourced. | [See Re-Sourcing Document ](re-sourcing) | https://omsdocs.magento.com/en/features-processes/stock-sourcing/ Mon, 18 May 2020 15:07:02 -0500 Reports Find all available reports, Live Reports and Pick Declined, in the **Sales** > Reports section in your Order Management System (OMS) Admin. > **Sales** > Reports ![Admin Menu](../img/Menu_Reports_2.png){:height="40%" width="40%"} ## Live reports In the Live Reports view of the OMS, **Sales** > Reports > **Live Reports**, you can generate several types of live reports. > Live Reports view ![Live Reports view](../img/Admin_LiveReportsView_2.png){:height="80%" width="80%"} | Field | Description | |-----|--------| | OMS Finance Returns | Download a... https://omsdocs.magento.com/en/userguides/sales/reports/ Mon, 18 May 2020 15:07:02 -0500 Ship from Store Ship from Store (SFS) offers the capability to retailers to use physical stores as distribution centers. This helps you fulfill online orders from one or multiple sales channels, such as an e-commerce store or marketplace. > Sales view ![Sales view(../img/SFS_access_new.png){:height="25%" width="25%"} ## Benefits The benefits of this process are: * Physical stores will fulfill online orders from store inventory when the warehouse is out of stock * Allow faster shipping to customers * Lower shipping... https://omsdocs.magento.com/en/userguides/sales/ship-from-store/ Mon, 18 May 2020 15:07:02 -0500 Ship to Store The ship to store (STS) functionality allows you to optimize your inventory across different sources for in-store pickup (ISPU) orders. The ability to move stock from one source to another allows you to manage orders with out-of-stock products and request shipment to the destination source for collection by the customer. This functionality allows for complete control of in-store orders: * A **Store Assistant** can complete the entire process---from start to finish---so that when a customer... https://omsdocs.magento.com/en/userguides/sales/ship-to-store-admin/ Mon, 18 May 2020 15:07:02 -0500 Sales Overview The guides in this section cover a bevy of topics and views, from Backorders to Reports and everything in between. | Section | Description | Link | |------- -|-------------|------| | Orders | Easily access all orders, and filter down to the criteria most important to you. | [See Orders guide](orders/) | | Pre-orders | Check the progress of your pre-orders. | [See Pre-orders guide](preorders/) | | Backorders | Track the status of your backorders. |... https://omsdocs.magento.com/en/userguides/sales/ Mon, 18 May 2020 15:07:02 -0500 Special Order Types This section includes information about the following types of special orders. | Page | Description | Link (URL) | |-------------|-------------|---------------------------| |**Backorders** | This page explains how this feature allows you to sell products on your website that are out of stock in your warehouse. | [See Backorders](backorders/) | |**Bundles** | This document covers the implementation to identify which order lines pertain to a bundle that will prevent sourcing engine to split defined lines as part... https://omsdocs.magento.com/en/features-processes/special-order-types/ Mon, 18 May 2020 15:07:02 -0500 Events You can track and view jobs and messages coming into and out of the Order Management System (OMS), assess all stock events, view the payload for each queue item, see a history of all the events between Magento Commerce and the OMS, and more in **System** > Events in the OMS Admin. > Events menu in the OMS Admin ![Admin menu](../img/AdminMenu_System_Events2.png){:width="400px"} ## Jobs The OMS uses several jobs for importing, processing, and exporting orders, the... https://omsdocs.magento.com/en/userguides/system/events/ Mon, 18 May 2020 15:07:02 -0500 SI Portal Overview {% include SI-Portal/SI-portal.md %} The System Integrator (SI) Portal is a configuration portal that allows System Integrators (SIs) to enable features for a specific client's OMS instance and make needed changes during deployment. The SI Portal enables SIs to minimize dependency on Technical Account Managers (TAMs) and the Magento Support team, allows them access to a robust set of configuration tools, and empowers them to easily manage their client OMS instances. The OMS Admin currently... https://omsdocs.magento.com/en/userguides/si-portal/ Mon, 18 May 2020 15:07:02 -0500 Troubleshooting {% include SI-Portal/SI-portal.md %} The below information will help you troubleshoot common issues you may be experiencing when accessing the System Integrator (SI) Portal. <!-- ## Logging in and out You can log in to the SI Portal with your MyAccount login information. If you are having issues logging in, contact MyAccount for assistance. ## Permissions The clients visible to you in the SI Portal are determined by the access your MyAccount login has via... https://omsdocs.magento.com/en/userguides/si-portal/troubleshooting/ Mon, 18 May 2020 15:07:02 -0500 Sales channels You can create and edit sales channels to receive new orders, quickly and easily, in your Order Management System (OMS). Each sales channel must have only one associated aggregate providing the for stock available to all enabled sources. ## Configure sales channels You can create and edit sales channels via the OMS Admin or the API. ### Via OMS Admin Adding a new sales channel is a bit simpler than adding a stock aggregate. The... https://omsdocs.magento.com/en/features-processes/sales-channels/ Mon, 18 May 2020 15:07:02 -0500 Access the SI Portal {% include SI-Portal/SI-portal.md %} There are two SI Portals---one for staging and one for production: * **Staging**---[siportal-stg.mcom.magento.com](https://siportal-stg.mcom.magento.com/) * **Production**---[siportal.mcom.magento.com](https://siportal.mcom.magento.com) ## Log in and log out Log in to either portal with your MyAccount credentials. Your license ID determines what permissions you have, including which options and configuration areas that you can see. When you log in to the portal, you will see all clients specified in your MyAccount shared license. ![SI Portal log in](../access/img/SI-login-internal.png){:height="60%" width="60%"}... https://omsdocs.magento.com/en/userguides/si-portal/access/ Mon, 18 May 2020 15:07:02 -0500 Global Settings {% include SI-Portal/SI-portal.md %} The **Global Settings** configuration tab offers the ability to configure settings that apply everywhere in an OMS instance. Add tracking link info, set remorse time standards, add or edit custom attributes, and much more right from this **Global Settings** tab. > Global Settings configuration tab ![Global Settings](../global-settings/img/SI-globalsettings.png){:height="85%" width="85%"} To enable (make active and visible) the **Categories** for configuration, select a scope from the **Select scope** dropdown. To make changes to a... https://omsdocs.magento.com/en/userguides/si-portal/global-settings/ Mon, 18 May 2020 15:07:02 -0500 Sales Channel {% include SI-Portal/SI-portal.md %} The **Sales Channel** configuration tab offers the ability to define custom attributes, pick decline reasons, available shipping methods for Ship from Store (SFS) orders, the text to be shown in the pack slip, customer decline reasons, and so much more. > Sales Channel configuration tab ![Sales Channel](../sales-channel/img/SI-saleschannel.png){:height="60%" width="60%"} To enable (make active and visible) the **Categories** for configuration, select a scope from the **Select scope** dropdown. To make changes to a... https://omsdocs.magento.com/en/userguides/si-portal/sales-channel/ Mon, 18 May 2020 15:07:02 -0500 Sources {% include SI-Portal/SI-portal.md %} The **Sources** configuration tab offers the ability to configure multitudes of source-specific parameters, including specifying the priority of sources, setting the schedule for batched sourcing requests (waves), and determining if pick declined items of a Ship From Store (SFS) order must be resourced, among other options. > Sources configuration tab ![Sources](../sources/img/SI-sources.png){:height="85%" width="85%"} To enable (make active and visible) the **Categories** for configuration, select a scope from the **Select scope** dropdown. To... https://omsdocs.magento.com/en/userguides/si-portal/sources/ Mon, 18 May 2020 15:07:02 -0500 Stock Aggregates {% include SI-Portal/SI-portal.md %} The **Stock Aggregates** configuration tab offers the ability to configure parameters for managing sourcing rules, by defining sourcing rules for bundles, defining shipping zones, setting a wave schedule, defining an order ranking strategy, and more. > Stock Aggregates configuration tab ![Stock Aggregates](../stock-aggregates/img/SI-stockaggregates.png){:height="85%" width="85%"} To enable (make active and visible) the **Categories** for configuration, select a scope from the **Select scope** dropdown. To make changes to a value or setting, deselect **DEFAULT**... https://omsdocs.magento.com/en/userguides/si-portal/stock-aggregates/ Mon, 18 May 2020 15:07:02 -0500 Return Management |-|-|-| |**Create returns** | This document explains the use case when the return is created and which events are thrown| [See create returns](create-returns/) | |**Blind returns** | This document explains the use case when the return is initiated by the customer sending the products directly to the warehouse. In this type of flow, the customer usually receives a return slip inside of the package shipped which needs to be filled in case of a return.... https://omsdocs.magento.com/en/features-processes/returns/ Mon, 18 May 2020 15:07:02 -0500 Configure the Connector This page describes how to install and configure the Magento Order Management System (OMS) for Magento Commerce using the Connector. ## Prerequisites {:.bs-callout .bs-callout-info} To use OMS and the Connector with Magento v2.3, you must [disable Multi-source Inventory (MSI)](https://devdocs.magento.com/extensions/inventory-management/#disable-inventory-management). ### Requirements * Obtain OMS Connector repository access credentials. * Get access to the Magento 2 server [via SSH](https://devdocs.magento.com/cloud/before/before-workspace-ssh.html). * [Install Composer](https://getcomposer.org/download/) on your Magento 2 server. ## Prepare your environment After satisfying the prerequisites for... https://omsdocs.magento.com/en/integration/connector/setup-tutorial/ Mon, 18 May 2020 15:07:02 -0500