Readme Synchronisation module CyberOffice
Awarded by Prestashop Addons Team as Contributor of the Year 2016.
The module CyberOffice for Prestashop and Dolibarr ERP/CRM synchronizes automatically with webservices (automatics flows) data from your Prestashop store to Dolibarr ERP/CRM. It synchronizes in real time via webservices all the events carried out on Prestashop to Dolibarr . (Categories, products, combinations, prices, stocks, images, characteristics, customers, orders, invoices, payments, bank accounts ...)
CyberOffice can be installed at any time in the life of your Prestashop store. It is recommended to put it in place when you have obtained your first sales and you control the processes of use of your shop. If you are testing, consider when going into production to sync categories and products again.
1.Video module install
2.Video module using
3.Video Multi-stores and categories (Categories are essential for product synchronization)
Backoffice: Modules / Modules manager / upload a module
Your shop must not be in MAINTENANCE MODE
Instructions CyberOffice infos
Point 6 Initialization: Depending on the number of categories or products, the synchronization period will be shorter or longer, you must wait for the response from the server that will be of type: Response batch 1: sent (in case of timeout, perform synchronization by part). Images : When initializing products, only cover images are synchronized in Dolibarr to avoid overloading the server (timeout). To get all of them in Dolibarr product sheet: 1- Open the product in Prestashop 2- Save it 3- All images will be synchronized in Dolibarr.
Initialize "Categories" and "Products"
Point 7 Synchronize customers according to their creation date in Prestashop. Very often the registration is done well before the order.Synchronization of orders, if an order does not have its client synchronized it will not be synchronized in Dolibarr. In this case, check the creation date of the customer in Prestashop and make a customer synchronization on this date.
Synchronization of the history of customers who have placed orders and orders made on Prestashop
*The value can be higher but not lower
Choose which statuses will trigger the synchronization of orders, invoices and payments to Dolibarr. If you do not know how to leave the default values that will work in all cases.
- 1.Customers : Synchronization of client's language (pdf translation) / Force the name to uppercase
- 2.Products : Synchronisation du stock / Do not sync descriptions / UseVariant (Enable on demand )
- 3.Orders : 1 discount line per Prestashop discount / Synchronization of Prestashop ref with the order reference / Synchronization of Prestashop ref with the customer reference
- 4.Invoices : Provision of the download link on Prestashop (The Dolibarr invoice is present in the customer's backoffice)
In some countries as Canada, Brazil, Spain, Portugal, Tunisia, the USA, etc…. Products are subject to double tax. The module now manages these double taxes in combined mode and one after the other mode.
After a stop during orders synchronization, click on the "incremental synchronization" button to restart the synchronization immediately after the stop. Avoid relaunching all the orders.
Do not install in the Custom directory. Do not use the installer, but install at the same level as the main Dolibarr directories
Activate barcodes only if they are all present in Prestashop products
If the services have not been created, you must switch the CyberOffice module to Off then On. This revives the creation of services.
The labels can be changed according to your needs.(*see further news)
5-Check if a warehouse is open
and the VAT filled with identical Prestashop
6-Stocks synchronization and
set method of decrementing stocks
7-Link modes of payments with bank accounts after the PrestaShop database related.
Banks choice appear once the connection made with the Prestashop database
New CyberOffice configuration dashboard on Dolibarr
Synchronization of the language chosen by the customer (PDF translation): YES / NO
The language chosen by the customer is transferred to the third party customer's account on Dolibarr and is kept in all documents if the translations exist.
Force the customer's name in uppercase: YES / NO
Forces the Dolibarr Third-party in uppercase to have consistency of names in the Third-partylist.
Stock synchronization: YES / NO
This function allows you to synchronize or not the stock
Do not synchronize descriptions: YES / NO
This function allows you to synchronize or not the descriptions
Synchronization variant <-> combination: YES / NO
This feature allows you to synchronize the combinations of Prestashop in the "Product Variants" module of Dolibarr
1 discount line by Prestashop discount : YES / NO
Prestashop: Price rule by product
Dolibarr: Create a PrestaDiscount reduction per line
Synchronization of the Prestashop reference with the order reference: YES / NO
The numbering of Prestashop orders is synchronized in Dolibarr at the level of the order number.
Synchronization of the Prestashop reference with the Ref.customer: YES / NO
The numbering of Prestashop orders is synchronized in Dolibarr at the Customer Ref level.
Provision of the download link on Prestashop: YES / NO
By clicking on the PDF invoice icon the Dolibarr invoice is available to the customer.
Dolibarr invoice collected in the Prestashop customer area
The wording of PrestaShipping is easily modifiable directly in the service
It is possible to associate a carrier with a stock in order to decrement the stock of his choice according to the carrier
Go to Setup / Dictionaries and open cyberoffice_carrier_warehouse
Associate the IDs of Dolibarr warehouses with the IDs of Prestashop carriers
Add the IDs on the first line and click on "Add". Modification and deactivation of old associations can be done at any time.
The corresponding id of the existing carriers in Prestashop
Decreases on each of the stocks
Order in $ on Prestashop synchronized in $ in Dolibarr
Order in $ on Dolibarr
It is necessary to activate and configure the Multi-currency module on Dolibarr
Activate the Price List module
An additional tab "Price Lists" will be present in the product sheet. Each price appears on a line
The specific prices of the product in Prestashop are synchronized in Dolibarr
The wrapping prices are now on a separate line in the Dolibarr order with the creation of a new service "PrestaWrapping"
Automatic creation when installing the CyberOffice module if the Services module is activated
In Prestashop : Shop Parameters / order settings
Configuration of gift wrapping rates
Prestashop order with wrapping + VAT
Synchronized order with wrapping in Dolibarr with the PrestaWrapping line
Consider adding the VAT rate on the PrestaWrapping service
We have created a quality label, which guarantees a perfect compatibility of the modules with CyberOffice.
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