Guide PHPro Stock Monitor Module

Transcription

1 Guide PHPro Stock Monitor Module more info: Date document: 12/05/2013 Version: 2.2 Owner: PHPro Business Park King Square Veldkant 33A B Kontich Author: Pieter Caluwaerts Last changed date: 20/12/2013 Guide PHPro Stock Monitor Module 1

2 1 TABLE OF CONTENTS 1 Table of contents Brief description Key Features: Installation Installation If you don't want to or cannot use Magento Connect: If you want to use Magento Connect: Upgrade If you didn't install the extension with Magento Connect: If you installed the extension with Magento Connect: General Usage Configuration Special Cases Split shipments details Logging when Manage Stock = No Products with custom options Grouped Products / Bundled Products More Information Also Check Guide PHPro Stock Monitor Module 2

3 Module Version: Date last update: 20/12/2013 Author: Pieter Caluwaerts / PHPro Questions/Feedback: Pieter.Caluwaerts@phpro.be 2 BRIEF DESCRIPTION Thank you for using the PHPro Stock Monitor module for Magento. With this module, you are able to retrieve a full overview of all orders and stock movements for each product. 2.1 KEY FEATURES: Monitor stock changes in Magento List stock movements in one grid List order items and indicate impact on stock View all orders in which a product occurs on the product administration page View all stock changes for a specific product on the product administration page Get instant notification via when product goes below threshold (general config and product specific threshold) Following stock changes are monitored: Create new order in frontend Create new order in back- end Cancel order Create credit memo Back- end administrator changes! Only full changes are listed in version 1.x.x. If you perform a split shipment (invoice) the quantities of you first shipment (invoice) will not be recorded. The full stock change will only be recorded when the whole order is shipped (invoiced). The status in the overview will then be 100% correct.! In version we do not support the 'Actions: update attributes' section of Catalog > Manage Products.! When a product has custom options, none of these custom options are logged since custom options have no stock. Guide PHPro Stock Monitor Module 3

4 3 INSTALLATION 3.1 INSTALLATION If you don't want to or cannot use Magento Connect: Open the tar Extract the archive and copy the folders into your magento installation Clear your cache If you are logged in on your admin, log out and log in again If you want to use Magento Connect: Navigate to System- >Magento Connect- >Magento Connect Manager Login with your admin credentials Under direct package file upload, click choose file and select the package Click upload 3.2 UPGRADE If you didn't install the extension with Magento Connect: Extract the archive and copy the folders into your magento installation Clear your cache If you installed the extension with Magento Connect: Find the module in the existing extensions Remove the module Upload the new package file (see installation)!! Please make sure that your MySQL user has enough rights to create views. You should add: GRANT SELECT, CREATE VIEW, SHOW VIEW ON DATABASENAMEHERE.* TO Guide PHPro Stock Monitor Module 4

5 4 GENERAL USAGE With this module, you are able to retrieve a full overview of all orders and stock movements for each product. There are two general views on the stock changes 1. General Stock Movements An overview of all the stock movements measured on a product. Actions that are monitored are: Product Update (backend user), Create Order Front (#ID), Create Order Back (#ID), Cancel Order (#ID), Credit Memo (#ID). The data is presented in a grid. Every new change on a product is presented in a new row. One can filter on all the different columns, like: SKU, QTY Change, Date Created, General Product Order Overview An overview of all the stock movements measured on a product, separated per order state. Using this overview one can check how many products are listed in NEW orders. These are orders that don't have a shipment or Guide PHPro Stock Monitor Module 5

6 invoice yet.). The data is presented in a grid. Every new order of a product is presented in a new row. One can filter on all the different columns, like: SKU, QTY Change, Date Updated, Order State,.... On a product detail page two tabs are added: 1. Order Overview An overview of all the orders where the product is listed, is presented. The grid is divided into different columns: Qty Backordered Qty Canceled Qty Invoiced Qty Ordered Qty Refunded Qty Shipped You can export the data to csv or Excel XML 2. Stock Movements An overview of all the orders where the product is listed, is presented. The grid is divided into different columns: QTY change Action Performed Guide PHPro Stock Monitor Module 6

7 Data update You can export the data to csv or Excel XML. Note: Data from configurable products are not shown since they do not have stock. Guide PHPro Stock Monitor Module 7

8 5 CONFIGURATION In the menu System > Configuration you will find a new tab: You will get these configuration options: If you enable the Stock Notification you will receive s when the product stock will drop below the number configured in "Catalog > Inventory > Product Stock Options > Notify for Quantity Below" A Cron Job is configured to remove all the Stock Movement data after x- days. This is the notation for the data cron: */20 * * * * => Every 20 minutes of every hour, every day, every month and every years, the cron will runs. More information and examples can be found here: The maximum age of records responds to the maximum amount of days the record will stay in an overview. Records in "General Stock Movement" and "Stock Movements" on the product detail page are cleaned. Guide PHPro Stock Monitor Module 8

9 6 SPECIAL CASES 6.1 SPLIT SHIPMENTS DETAILS When you perform a split shipment the status in the "General Product Order Overview" and "Order Overview" on the product detail pagina, will remain the same: processing. Only when the products of an order are fully shipped, the data in the "General Product Order Overview" and "Order Overview" is updated. 6.2 LOGGING WHEN MANAGE STOCK = NO When you configure a product where the stock shouldn't be managed, the "General Stock Movements" will not be populated with data for this product. However, the grid "General Product Order Overview" will list all the order data of that product. Is might be interesting for a merchant to get a view on "From the 20 ordered products of A, how many products are invoices?". 6.3 PRODUCTS WITH CUSTOM OPTIONS Custom options do not have stock. That's why they are not listed separately in the general grids. In the "General Stock Movements" the SKU of the custom option is not listed. In the "General Product Order Overview" the SKU of the custom option will be added to the SKU of the purchased product, for example: MA464LL/A- 1yr_p_l 6.4 GROUPED PRODUCTS / BUNDLED PRODUCTS When ordering a grouped / bundled product the grid "General Product Order Overview" will list type = grouped products. Because the Grouped / Bundled products do not have any stock, stock changes when performing a credit memo will not be registered at the grouped / bundled product. The simple products will be registered. 7 MORE INFORMATION PHPro is part of the Cronos Group. Cronos is a company with over 2500 employees distributed in about 200 ICT companies each with their own expertise. Cronos is divided in 5 company clusters, Xplore Group being one of them. PHPro belongs to this cluster and its mission is to provide a professional approach to PHP development. PHPro specializes in 3 major PHP platforms being Magento (e- commerce software), Drupal and Zend Framework. PHPro is a team of dedicated PHP developers amongst which several are Magento Certified Developers and Zend Certified Engineers. Guide PHPro Stock Monitor Module 9

10 8 ALSO CHECK..... our other modules on Guide PHPro Stock Monitor Module 10