Purpose
Mirroring orders lets you automatically create a matching order in another tracezilla account.
This feature differs from tracezilla EDI because it does not require partner relations to be set up on the individual SKUs. Instead, it is based on a direct relation between two tracezilla accounts.
Order mirroring is used, when you own both accounts, while tracezilla EDI can be used between accounts with different owners.
Prerequisites
The following must be in place before an order can be mirrored:
Both companies must exist in tracezilla.
Both accounts must be configured to mirror orders.
The URL-relation between the accounts must be set up correctly.
The SKUs must have identical SKU codes in both accounts.
The order must have the status Confirmed.
Company settings
Both accounts must have the setting Mirror Purchase Order/Mirror Sales Order enabled in the company settings for both sales and purchase.
If this setting is not enabled, orders cannot be mirrored.
It should be changed from Hide to Show or Primary.
Partner setup
The URL-relation between the two accounts is established using each account's slug (a kind of reference code).
You can find the reference code in the browser's address bar on the partner's page. Insert it the other account in the partner settings in the field Reference code.
The setup must go both ways:
Account A must contain the reference code for account B.
Account B must contain the reference code for account A.
If the reference code is missing or incorrect, the order cannot be mirrored.
If you do not have this setting, you get the following error:
It is not possible to link the customer partner to another tracezilla team!
SKUs
When an order is mirrored, SKUs are identified by the SKU code only.
This means:
The SKU code must be identical in both accounts.
If the SKU code belongs to a different item, that item is used.
If the SKU code does not exist, the order cannot be mirrored, and an error about a missing item is returned.
If the same SKU code does not exist in the other account, you get the following error:
Undefined array key 30002 file/home/forge/tracezilla.com/vendor/laravel/framework/scr/Illuminate/Collections/Collection.ph line # 1886
Mirroring an order
An order can only be mirrored once it has the status Confirmed/Order. You can then mirror the order by clicking Mirror Sales Order.
When the order is mirrored:
a matching order is created in the other account (sales order in one account, purchase order in the other account)
both orders are automatically tagged
the link between the two orders is kept.
Enterprise feature: direct link between orders
If several accounts are part of the same Enterprise setup, the user can open the mirrored order directly via a link on the order. The link button is only visible if your tracezilla account is an Enterprise account.
Transfer of customer information on orders
The URL-relation can be configured to transfer information about the end customer from the original order.
When the setting is enabled:
A sales order with an end customer is created in account A.
An AutoInbound flow creates a purchase order.
The purchase order is mirrored to account B.
A sales order is created in account B.
The end customer information from account A is automatically transferred to the order in account B.
This lets you ship goods directly from account B to the end customer without creating the customer manually.
It requires the following settings on the mirror-partner in the Misc. settings for Automatic Inbound Orders.
In the field External reference pattern, the value must be (including double curly braces):
{{ outbound_order_ext_ref }}
In the field Marking pattern, the value must be (including double curly braces):
{{ outbound_order_marking }}
Pricing
When an order is mirrored, the end customer is transferred, but prices are still fetched from account B's price lists.
Pay attention to which price list is used.
If account B invoices account A, we recommend using a global price list rather than a customer-specific price list. Otherwise, prices may be fetched from the end customer's prices.
Common errors
The mirroring feature is not available
Check:
that Mirror Purchase Order is enabled
that the order has the status Confirmed/Order
Error when creating the mirrored order
Check:
that the URL-relation contains the correct slug/reference code
that the reference code is set up in both accounts on the respective partner
The SKU cannot be found
Check:
that the SKU code exists in both accounts
that the SKU code is identical in both accounts