Several settings control the transfer of Order data from Magento 2 to your Point of Sale. Orders can be transferred to Point of Sale as Orders, Invoices, Quotes, or Sales depending on your Point of Sale solution.
When enabled the settings will do the following:
- Download Orders - Download orders from Magento 2 according to Order Download Mode.
- Download Credit Memos - Download Credit Memos from Magento 2.
Note: Orders with a status of Cancelled will not download at all if they haven't already been downloaded prior to being cancelled.
Order Download Mode
The order download mode selected in your settings will control what orders are downloaded from Magento.
Note: Changing this setting is not retroactive.
When Auto-Invoice is selected, Magento 2 Orders that have not been invoiced with a status of Pending, Pending Payment, or Processing will be downloaded, and then automatically Invoiced in Magento 2. Orders that do not have a supported status, are not paid, or are marked "Completed" will not be downloaded.
Important: If you have any other Magento 2 feature enabled that automatically invoices orders, including other third party extensions, your orders may not transfer to POS while in Auto-Invoice mode.
Wait for Invoice
When Wait for Invoice is selected Orders will not be downloaded until after they are invoiced manually or by another automation in Magento 2. Compared to legacy Magento 1 integration, Magento 2 has slightly different requirements for downloading invoiced orders:
- Orders must have a non-zero and non-blank total_invoiced value.
Lightspeed Onsite: Download Orders As
For Magento 2 users who are connected to Lightspeed Onsite additional settings will be visible on your Magento 2 Order settings page.
Download Orders As
This setting lets you choose to download Magento 2 Orders to Lightspeed as either a Lightspeed Order or Lightspeed Invoice.
Reserve Order Inventory
When Download Orders As is set to "Orders" this setting will reserve the inventory for Order's line items.
Recommended: We recommend having this setting enabled when downloading Orders as Orders. Reserving inventory will deduct it from the total Inventory QOH sent to Magento 2 during Product sync.
Create Order Deposits
When Download Orders as is set to "Orders" this setting will cause a deposit to be created along with the Order in Lightspeed Onsite. This can expedite the invoicing process in Lightspeed.
If you're having trouble with your Magento 2 Orders and cannot find an answer to your questions in our documentation please contact our Support team for assistance.