eConnect User Manual – Multi-Warehouse - V5.0.0

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LeanSwift eConnect for Infor M3 & Magento

Product Version 5.0.0

eConnect version 24.1.0

TABLE OF CONTENTS

GENERAL INFORMATION

1.1 System Overview

LeanSwift eConnect for Infor M3 provides a powerful, seamless integration between Magento and Infor M3 ERP. The product consists of a base Magento extension that extends standard Magento functionality and offers several transactions to ensure your eCommerce websites contain up-to-date information from your M3 ERP. There exist a number of optional add-on extensions too for additional functionality

LeanSwift eConnect for Infor M3 is available for Magento Open Source and Magento Commerce and for Infor M3 version 7.x and above. It is also compatible with multi-tenant cloud editions of Infor M3 (Cloudsuite).

LeanSwift eConnect for Infor M3 employs a layered architecture to allow flexibility in supporting different versions of Magento and Infor M3 and to allow independent upgrades.

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## Architecture

With 20.3.0, there is a major technical architectural change in the solution. from ION are now configured to be sent to a REST API in Magento, which in turn sends them to RabbitMQ for storage and processing by eConnect. In the previous versions, ION sends BODS to RabbitMQ directly.

eConnect-base v6.4.0

The new version will coexist with the older version of eConnect which uses LeanSwift eLink and all new installations of eConnect have the ability to choose the connection protocol to M3, that is, either eLink or ION.

eLink Architecture

Architecture with ION for multi-tenant Cloud M3

ION Architecture

The add-ons for LeanSwift eConnect provide extended functionality over the standard features available on eConnect Core.

These add-ons can, if necessary, be modified, and new add-ons can be added to fulfill specific customer requirements.

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User interface

During setup, the Magento Admin panel is used to configure which transactions that should be used and how they should function. There is also additional configuration within the Connector to support the transactions.

Validated versions

Magento Community 2.4.7

Magento Enterprise 2.4.6

Infor M3 16.x

1.2 Points of Contact

1.2.1 Information

LeanSwift Solutions Inc provides this document and the software it describes. For additional information regarding support, licensing, functionality etc. please get in touch with LeanSwift Solutions Inc via the contact form at http://www.leanswift.comor email info@leanswift.com

1.3 Organization of the Manual

This manual does not cover any standard Magento functionality or user experience. The Magento user experience is customized and slightly different in each eCommerce implementation – though the general workflow is similar.

1.4 Acronyms and Abbreviations

ERP – Enterprise Resource Planning

MWH– Multi-Warehouse

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2.0 MULTIWAREHOUSE ADD-ON

2.0.1 Summary

The MWH module extends the standard Magento functionality for displaying stock based on warehouse and stock zone by providing full integration to Infor M3 ERP.

MWH helps us discover the available stock based on the Magento warehouse, stock zone, company, division, facility, and M3 warehouse.

We can add multiple warehouses and stock zones; this information will appear for each product in the front end.

2.0.2 Limitations

  1. MSI doesn’t support inventory management at the store view level.

  2. Only swatches are supported for configurable items with MWH

  3. The stock of the product is displayed only on the product detail page, and not on the list or cart page in the frontend.

  4. For Configurable products, cumulative stock from all stock zones is displayed for each child item. This will be displayed only with the Order Grid extension.

  5. Once the product inventory is synchronized with Magento, it is not possible to remove the warehouses configured in the settings.

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2.1 CONFIGURATION

The MWH setting can be found under LEANSWIFT SOLUTIONS -> eConnect-eLink. The options enable us to control MWH stock visibility in the backend and frontend.

Magento_elink_Config

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2.1.2 Magento Configuration-ION

Navigate to LEANSWIFT SOLUTIONS -> eConnect-ION -> Configuration -> Default Config -> Inventory Synchronization.

Magento_ION_Config

The only difference is that “Sync” Options are removed in ION and when stock BODS are received, the stock gets updated in Magento

Create Warehouses in Magento

Go to Stores->Inventory->Sources-> Manage Sources.

Create_MWH-Sources

We can create a new warehouse by clicking the Add New Sources button. Enter all required information in the General, Contact Info, and Address data section. Click the Save & Continue button.

Now, the newly created warehouse will be available in the Magento Warehouse dropdown under the eConnect configuration.

General_WH _Creation.png

Contact_Info.png

Address_Data.png

### Create New Stock and Assign Sources for Stock

Go to Stores->Inventory->Stocks-> Manage Stock.

Manage_Stock

Click on ‘Add New Stock’ which allows us to create a new stock by entering the name and selecting the sales channels.

Create_New_Stock

sources_Stock

Click on ‘Assign Sources’ to view the list of sources we created under ‘Sources’. Select the desired sources and click ‘Done’.The selected sources will then appear under Assigned Sources.

sources_Stock

sources_Stock

Multiple Stock zones can be configured for the same warehouse like below:

Multiple_Stock Zone _Same WH.png

When the stock is updated in stock zone YB, a BOD gets generated with value in YB which gets updated in eConnect.

When the stock is updated in stock zone Y9, a BOD gets generated with the value from MMS002’s ‘On-hand approve’ (YB+Y9). This value will get updated in eConnect in the Y9 zone

Now if YB is again updated with stock, ((new value in Y9) +YB) gets updated in the Y9 zone in reconnect and so on.

NOTE: This might be based on StockZone-Location settings in M3. If only one stock zone-warehouse is configured, the value that comes in BOD for that respective stock zone gets updated.

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2.1.3 M3 Configuration

Stock zone can be viewed/created in program MMS040

M3_MMS040

These are the available stock zones for the logged-in Comp/Div.

To know the stock of the product based on zone, open the Program MWS060 with sort order (30) by zone.

M3_MMS002

MMS010 displays the Location-Stock Zone mapping

M3_MMS040

M3_MMS040

Note: To know stock based on zone, Open Program MWS060 with sort order (30) by zone can be chosen.

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2.2 PROCESS

Once the setup described in the previous section has been completed, the MWH functionality is ready to use from within Magento.

The following sections cover the MWH Stocks display in detail page.

2.2.1 MWH in Product detail page

2.2.1.1 Simple Product

Browse the product in the frontend and click on the product to view the product detail page.

Frontend_Stock

Stocks of the product based on warehouses are displayed.

A similar split up can be viewed in the Magento admin section on Catalog -> Products.

Product_admin_view

Open the product to view the split up under sources.

Product_admin_view_Sources

2.2.1.2 Grouped Product

When Grouped Products are browsed in frontend and product details page appears as below.

Magento_Wyomind

To view multiple warehouse stock items for each product click ‘Know More’.

Magento_Wyomind

2.2.1.3 Configurable Product

When configurable product is browsed in the front end, Price and Quantity are displayed in the grid, where quantity value will be cumulative of all stock zones. (Value that is displayed in Qty field in product detail page)

Note: Qty is displayed for child items only if Order Grid extension is installed.

Magento_Wyomind

Price and Quantity can be switched from Dropdown grid.

Magento_Wyomind

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