Customer Registration
When a user accesses the Printxpand Connect Customer Portal, the user must complete the registration process before accessing the system. Toregister, the user is required to enter the following mandatory details:
After entering all required information, the user clicks the Register button. Once submitted, the system automatically creates the user account and sends an approval request to the Admin for verification. The user got an email confirmation on the registered email.
After receiving the request, the Admin reviews and approves the user account. As part of the onboarding process, the Admin configures the
following settings:
Set the number of days after which the user can sync once synced.
– This configuration determines the allowed interval for the user to perform data synchronization after the first successful sync.
Additionally, once these configurations are completed, the user will be able to access their dashboard.
Customer Dashboard
After logging in to the Customer Portal, the user lands on the Customer Dashboard. The Dashboard provides a summary of key operational metrics:
– Total SKUs: Shows the total number of SKUs that have been synced.
– Processed SKUs: Show the total number of SKUs that have been Processed.
Connector Configurator
Before syncing products between PX Connector and Odoo, you must configure the connector settings. This configuration allows the system to establish a secure connection with Odoo and ensures that product data can be synchronized without connection-related errors.
To begin, go to the Connector Configuration section from the top menu. This page is used to define the required connection credentials for linking PX Connector with your Odoo instance.
On the configuration page, enter the following details:
– Domain Name
– Username
– Password
After entering all required details, click Save Configuration. The system will securely save the connection details and use them to communicate with Odoo during product synchronization.
Important Note:
If the connector configuration is missing or incorrect, the system will not be able to connect with Odoo. In such cases, a connection error may appear while syncing products. To avoid sync failures, verify that the domain name, user name, and password are entered correctly before starting the product synchronization process.
Suppliers
In the Supplier section,all the added suppliers will be listed, to add a new supplier click on the Add Supplier button. This action redirects the user to the All Suppliers page.
This page allows the user to view all suppliers assigned by the Admin and serves as the starting point for performing supplier-related operations. The User can view all the Assigned and Unassigned suppliers.
Request For Supplier
To subscribe to a supplier, click on any unassigned supplier. The system will redirect you to the supplier request page.
On this page, click the Request to Subscribe button. Once submitted, the request will be sent to the Admin for approval.
The Admin can review the request and approve it accordingly.
Supplier Configurations
On the All Suppliers page, the user selects the preferred subscribed supplier and proceeds to configure the API settings. The following fields must be completed these fields are dependent upon the supplier :
– API URL
– API Key
– Region
– API Version
– Language
Note: Use a comma separator when entering multiple languages.
After all fields are configured, the user selects the Save Configuration button. This action redirects the user back to the Dashboard.
Once saved, the system stores the supplier-specific API credentials, enabling successful communication between the portal and the supplier’s data source.
The added supplier is now displayed on the Dashboard. For each listed supplier, the user can perform the following actions by selecting the respective buttons:
– Edit Configuration: Update or modify the supplier’s API configuration details.
– Edit Category: Manage and map supplier categories as needed.
– Logs: Review past sync logs, status updates, and processing records.
To begin the synchronization process, the user selects the Start Initial Sync button. This action initiates the initial syncing process for the supplier’s data.
Once the sync is complete, the status changes to Sync Complete, and both the list column and the counters on the Dashboard are updated accordingly.
After the status changes to Sync Complete, hovering over the Update Supplier Data button displays the next available sync time based on the configuration set by the Admin. If auto sync is on the time will display accordingly.
The button remains disabled until the next sync time is reached.
The user can view the sync history by clicking the Logs button. This action redirects the user to the Logs page, where all previous sync records and processing details are displayed. Click on the Refresh button to update the logs manually.
To configure categories, the user clicks the Category option. This action redirects the user to the Category Configuration page. All supplier categories are displayed in the Category Management.
Select the categories to define which products will appear in the Product Store.
Products are displayed based on the selected category. For example, if the available category levels are L1, L2, and L3 and the user selects only an L3 category, then only products from that L3 category will be displayed.
Category selection also follows the hierarchy. If L1 is selected, products from L1, L2, and L3 will be considered. If L2 is selected, products from L2 and L3 will be considered.
If no categories are selected, all available products will be displayed in the Product Store.
After completing the configuration, click Save Categories to save the category mapping settings.
If an error occurs during sync, the status will change to Connector Error.
When this happens, the Sync to Store button will be displayed. Click Sync to Store to retry the process and start the sync.
Auto Sync
The Admin can configure Auto Sync for suppliers to help automate the synchronization process.
The User cannot set or modify the auto sync time. The sync schedule is configured only by the Admin.
The User can manage the auto sync status by using the available options. They can click Turn Off Auto Sync to stop automatic syncing or resume auto sync when required.
Supplier Configurations
To authenticate the Manageto store with Px Connect, the user must navigate to Store > Configuration > Supplier. Here the user is required to enter the following mandatory credentials provided by Px Connect:
– API Endpoint
– Username
– Password
These credentials are unique to the store’s Px Connect account and must be entered accurately to establish a successful connection. After entering all required details, the user clicks the Sync All Suppliers button to initiate the synchronisation process.
Once the synchronisation is complete, all supplier records associated with the Px Connect account are automatically fetched and made available within the Supplier Module of the Manageto store.
Product Attributes
In the Product Attributes section, the Admin can map attributes between Px Connect and Adobe Commerce. This mapping ensures that product data flowing from Px Connect is correctly aligned with the corresponding fields in Adobe Commerce.
To map an attribute, the Admin selects the attribute from the Px Connect attributes dropdown and then selects the corresponding attribute from the Adobe Commerce attributes dropdown. If multiple attribute mappings are required, the Admin can click the Add Mapping button to insert additional rows and continue mapping accordingly.
It is important to note the following before performing the mapping:
Core attributes such as price, special_price, cost, tier_price, url_key, category, name, description, status, visibility, related_products, and print_data are mapped automatically by the system and do not require any manual mapping.
Attributes that are not manually mapped will still be saved to their default Magento attribute by the system.
Dynamic attributes must be explicitly mapped in this section otherwise, their values will not be saved correctly in Adobe Commerce.
Admin clicks the Sync Attributes button to initiate the attribute synchronisation.
Media Mapping
In the Media Mapping section, the Admin can configure how product media is synchronised between Px Connect and Adobe Commerce. The Admin is required to configure the following fields:
Enable Media Sync — Set to Yes to activate media synchronisation between Px Connect and Adobe Commerce.
Enable Async Media Sync — When set to Yes, the system syncs the product first and media separately in the background. When set to No, both product data and media are synchronised together.
Enable Queue Chunking for Media Sync — When enabled, the async media sync is split into multiple smaller queue messages to avoid long-running message requeue or termination.
Media Queue Chunk Size — Defines the number of products processed per async media queue message. The recommended value is between 100 to 1000.
Enable Queue Chunking for Product Job List — When enabled, each supplier sync message processes one job at a time and requeues the remaining jobs as follow-up messages.
Advanced
To enable the logs, the Admin can navigate to the Advanced section and set the Advanced Log field to Yes. Once enabled, the system will start capturing detailed logs for all synchronisation activities.
Index
In the Index section, the Admin can configure the reindex settings for the store. In the Reindex After Product Imported field, the Admin can select the specific index that should be triggered automatically once the product import job is completed. This ensures that the store reflects the latest product data without requiring a manual reindex.
Cache
In the Cache section, the Admin can configure the cache-related settings for the store. In the Flush Cache Types After Product Import field, the Admin can select the specific cache type that should be flushed automatically once the product import job is completed. This ensures that the store displays the most up-to-date product information to the end users without requiring a manual cache flush.
Once all the configuration are done click on the Save button to Save the Configurations.
Supplier
To view all supplier details, the Admin can navigate to Supplier > All Suppliers. This page displays a list of all suppliers synced from Px Connect along with their relevant details.
To configure a specific supplier, the Admin can click the Edit action against the desired supplier. This will redirect the Admin to the Supplier Configuration page where the supplier details can be reviewed and configured.
On the Supplier Configuration page, the Admin is first required to select the Store from the multisite dropdown for which the supplier data needs to be synced. This determines which store the supplier configuration will be applied to.
Note: Always sync the Default Site first before proceeding with any other store in multi store setup.
In the Supplier Information section, the Admin is required to review and configure the following fields:
Sales Margin (%) — Enter the margin percentage to be added on top of the supplier prices. The value entered is treated as a percentage.
Price Type — Select the price type from the available options Gross or Net. This is used to decide which price to consider when importing products.
Supplier Currency — Select the currency used by the supplier. The system will automatically convert the supplier prices from the selected currency to the store currency.
Central Sync Date — Displays the last date and time the products were synced in the central system. This is a read-only field and cannot be modified by the Admin.
System Sync Date — Displays the last date and time the products were synced in the Magento system. This is a read-only field and cannot be modified by the Admin.
Page Number — Enter the starting page number for the product sync. The default value is 1.
Page Size — Enter the number of products to be fetched per API call. The default value is 100. This value also determines the batch size for database inserts during the sync process.
Supplier Entities
In the Supplier Entities section, the Admin can view all the entities associated with the supplier. The list view displays the following details:
– Job ID
– Job Code
– Sync Status
– Action
To sync a specific job, the Admin can click the Sync button in the Action column against the respective job.
Supplier Configuration
In the Supplier Configuration section, the Admin can map supplier categories with Magento categories. Click Open Mapping to open the category mapping pop-up. The Admin can drag and drop a supplier category onto the required Magento category to create the mapping.
Once mapped, the Magento category will appear below the selected supplier category. The Admin can remove the mapping at any time by clicking the Cross icon.
A single Magento category can be mapped with multiple supplier categories. When the user hovers over a mapped Magento category, the related supplier category name will be displayed in the tooltip.
To automatically create all unmapped categories, select the Create Unmapped Categories Automatically checkbox. This option creates unmapped categories using the supplier category title.
Click Save Mapping to save the category mapping changes. To remove all existing mappings, click Clear All.
At the Top of the Supplier Configuration page, the Admin can either sync the products immediately or save the configuration for syncing later by clicking the respective Sync Products or Save button available beside the Store selection dropdown.
