MSI Suite

Configure the Stock Tree view

Start with configuring the display of the stock tree view in: 
Stores › Settings › Configuration › MSI Stock Management › Stock tree view

Manage the auto-load

You can manage how the stock tree view will appear in the product grid.

If the auto-load is enabled, the tree view will be automatically displayed for all the products. 

If disabled, you will need to click on each product individually to get the stock summary from the product grid.

Define the labels

Define the labels for the Tree view. 

You can define labels for: 

• the salable products
  

  salable

• the products mark as in stock
  

  in stock

• the products mark as out of stock
  

  out of stock

• the products allowing backorders
  

  backorders allowed

Configure the Stock grid

Select the fields to edit

You have the possibility to select all the fields you would like to edit directly from the grid. 

You can add the below fields: 

• Is in Stock
• Quantity
• Low stock qty
• Backorders, Backordered Qty, Backordered date
  Available with the MSI Backorders extension
• Custom attributes
  Available with the MSI Custom Attributes extension

Manage your stocks

The MSI Stock Management extension for Magento 2 allows you to easily and rapidly manage the inventory of your products catalog.

From the Tree View

With MSI Stock Management for Magento 2, you can check the stocks of each one of your products from:
CATALOG › Products

In the products grid, you should see a column named Quantity per Website.

In that column, you can click on the arrow next to Main website:...

A tree-view is displayed and shows the number of items and the stock status for each source.

Main Website: salable (Qty in stock: 37 / salable qty: 37)
--> Great Lake Store (42 / out of stock)
--> Green Forest Store (23 / out of stock)
--> Long Road Store (49 / out of stock)
--> Wild Desert Store (37 / in stock)

Note that the tree view is also available in:
Catalog › Stocks

From the stock grid

MSI Stock Management for Magento 2 allows you to save considerable time while managing your stocks directly from the stocks grid in:
Catalog › Stocks

The stocks grid displays all the information about your products' inventory.

You have the possibility to:

• Assign each source to the product
  

  

• Define the stock status for each source
  

  

• Define the number of items for each source
  

  

• Use default configuration or define the threshold to notify the quantity for each source
  

  

You can also filter by store view. For example, if you choose the Default Store View, you'll see only the source(s) linked to that store view. 

From the popup

By clicking on Edit stock from the Action column, a pop-up should open to let you configure the stock details for the product. 

Here again, you have the possibility to:

• Assign each source to the product
• Define the stock status for each source
• Define the number of items for each source
• Use default configuration or define the threshold to notify the quantity for each source

Manage your backorders

The MSI Backorders extension, also included with the MSI Suite, allows you to manage the backorders for the different sources through Magento 2 back-office.

Backorders are taken into account each time there is a check on the products' quantities, for example in the frontend product page, in the cart...

You can easily manage the backorders for a product in:
Catalog › Products

Select and Edit a product.

You will have the possibility to manage backorders directly in the Sources tab.

Backorders

If you untick the Use Default box, you have the choice between 3 options:

• No backorders
  When there's no stock, it's impossible to order the product.
• Allow quantity below 0
  Even if there is no stock, the product can be ordered.
• Allow quantity below 0, and notify customer
  Even if there is no stock, the product can be ordered and the customer will be able to see in the front-office that backorder is allowed for that product.

Backorders Date

Backordered qty

Configure the settings of the attribute

In the Settings section, you'll have to fill in:

• Code
  Define an internal code for the attribute.
• Label
  The label for the attribute will appear in the sources assignation grid.
  

  Location

  

• Sort order
  Define the order of display in the source grid of the product page.

You can create different types of attributes and you'll have to fill in more information depending on these types. 

Text attribute

You can create text attributes.

You'll have to fill in a default value and define if the attribute is required or not. 

Number attribute

You can create number attributes.

You must fill in a default value and define if the attribute is required or not. 

Date attribute

You can also add date attributes.

You'll have to define if the attribute is required or not. 

Yes/No attribute

You have the possibility to add a Yes/No attribute. 

Dropdown attribute

If you want to create dropdown attributes, you have to add the different options available in the dropdown list.

You must tick the default value and add the Value for Admin. 

Note that you can drag and drop each option to modify the order. 

Stock status conditions

MSI Stock Status allows you to configure the stock status messages at different levels and according to your conditions. 

From the Stock status conditions section, you will be able to:

• Define an additional condition by clicking on the Add a condition button. 
• Delete a condition from the Action column. 

Your conditions will be based on:

• Sources
  Select one or more sources for that condition.
  Select all sources to apply a global stock status message or create a condition for each source to display specific stock status messages. 
• Quantity
  Define a range for the number of items for that condition.
  Leaving empty will not apply any condition on the quantity.
• Product attributes
  You can select the product attributes to use for the stock status conditions.
  They must be select attributes.
  For example, if you have selected the color attribute, you will have the possibility to base your conditions on specific colors:
  

  

Then, define the Custom stock status message for that condition. 
You can use any placeholders and/or fixed texts, as well as HTML, CSS, and PHP codes in the messages. 

You can create messages for:

• In stock products
• Backorders
• Out of stock products

Custom in-stock messages

You can add a stock status message for in stock products.

For example: 

{{product.quantity}} items available, order now!

Custom backorders messages

You have the possibility to add a message for backorderable products.

For example: 

{{source.backordered_qty}} items on back order!

Custom out of stock messages

You can also add a stock status message for out of stock products.

For example: 

Sorry, {{product.name}} is out of stock now.

Stock status display

The stock status messages can be displayed in different places.

You can use the saleable quantity for the qty placeholder to display the total saleable quantity in the product, cart, checkout and email messages.

If that option is disabled, the quantity displayed for the qty placeholder will be the quantity of the first store where the product is available.

Choose where you want the stock status messages to appear. You have the possibility to enable or disable the display of the stock status messages:

• on the product page
• on the cart page
• on the checkout
• in the order confirmation email

Product page

Cart Page

Display the stock status message on the cart page.

Checkout

Order confirmation email

Stock grid display

MSI Stock Status allows you to add the stocks grid on the product page. You can easily enable the stock grid feature as below.

Stock grid template

Define how you want the stores to appear in the stock grid from the Store template field.

You can add your own content to the store template using simple texts, placeholders as well as HTML, CSS, and PHP codes.

For example:

<b>{{source.name}}</b>
                <br>{{source.city}}, {{source.country}}</br>
                

You can also define if you want to Show out of stock source or not. 

Stock grid tooltip

You can also display a tooltip in the stock grid of the product page. 

You'll have to configure:

• Content of the tooltip
  Add your content in the tooltip using any placeholders and/or fixed texts, as well as HTML, CSS and PHP codes. For example:
  

  Check the availability for {{product.name}} in <span>our stores!</span>

• Size of the tooltip
  Define the size of the tooltip in pixels.
  By default, it is 200px.
• Position of the tooltip
  Define the position of the tooltip according to the mouse pointer.
  By default, it is left.

Configure the order Pre-allocation and the shipment

Configure here, how you want the orders to be pre-allocated as well as the shipments. 

Pre-allocation Process

Choose how you want the orders to be pre-allocated. You have 3 options:

• Default: The pre-allocation before the shipment is not available.
  
• Manual: The pre-allocation must be done manually once the order has been placed.
• Automatic: The pre-allocation will be done automatically after the order has been placed and according to the algorithm you have selected in Source Selection Algorithm. The pre-allocation can also be modified manually.

Automatic Pre-allocation Source Selection Algorithm

When choosing the Automatic pre-allocation process, you must select a Source Selection Algorithm between:

• Distance Priority: the order will be pre-allocated to the closest source
• Source Priority: the order will be pre-allocated to the first source
• Your custom algorithms: the order will be pre-allocated to sources according to the rules of your algorithm. 
  See how to create your custom algorithms. 

Enable pre-allocation log

Pending pre-allocations notification in the back-end

Allow pre-allocation to sources not linked to the website

In the case where the product of the order is assigned to "Wild Desert Store" but the source is not assigned to the website, then you can still pre-allocate quantities to "Wild Desert Store".

Limit pre-allocation according to the delivery address

The shipping rules allow you to automatically pre-allocate orders placed on your website to one or more sources according to your customer's shipping address: code of the country and/or zip code and/or regional code. These rules allow you to define the geographical area that each one of your sources can cover.

For each source, you can enable the Pre-allocation by shipping rules. from the Order Management tab of the source edition page from:
Stores › InventorY › Sources

If enabled, the shipping rules will apply each time an algorithm is run. 

You will be able to fill in the Shipping rules using the same syntax as the Owebia Shipping extension (with their agreement).  

Pending shipments notification in the back-end

You have the possibility to enable the pending shipments notification in your back-office. This option will display a notification when orders are not fully shipped.

Receive notifications in your back-office when orders are not shipped.

The following notification will be displayed in your back-office:

Create your custom algorithms

You can create new algorithms in:
Sales › Custom Algorithms

Click on  Create a New Algorithm.

General

In the General tab, fill in the following fields. 

• Code of the algorithm. It is internal.
  

  Mini-backorders

• Name of the algorithm.
  

  Minimize backorders

• Description of the algorithm.
  

  This algorithm will minimize backorders.

Rules

You have the possibility to add rules to your algorithms. 

When there are several rules, they are prioritized in the same order as they are configured in the algorithm.

So sources will be ordered according to the first rule, then if sources have the same order, they will be ordered according to the second rule...

From the final sources found, the pre-allocation will be minimized according to the maximum number of sources to use. 

In the Rules tab, you can:

1. Add as many pre-allocation rules as you need for your algorithm by clicking on  Add record.
2. Use the drag and drop option to order your rules. 
3. Click on the bin icon to delete a rule from the Actions column.
4. Define the maximum number of sources to use and that will be allowed to pre-allocated the order.
   Any custom algorithm tries to minimize the number of sources used. If the algorithm does not find a solution with a number of sources less than or equal to the field, the pre-allocation is not possible
   

   2

Algorithm rules

You have the possibility to base your algorithm according to the following rules:

• Minimize Backorders
  This rule will favor pre-allocations to sources where there is stock for the products.
• Minimize Distance
  This rule will favor pre-allocations to the closest sources.
• Minimize Imputation
  This rule will favor pre-allocations to sources that have a lot of stocks.
• Minimize Out Of Stock
  This rule will favor pre-allocations that will not cause a stock shortage.

Manage your pre-allocations

You can check and edit your orders' pre-allocations from: 
SalES › Orders

In the orders grid, you'll be able to see different statuses from the Allocated sources column.

These statuses concern the pre-allocation or the shipment of the orders.

Pre-allocation statuses

The pre-allocation status appears first, above the shipment status.

You can have:

• X item to pre-allocate
  X product must be pre-allocated manually to a source.
• X item(s) is partially pre-allocated
  There are still products from the order to pre-allocate.
• Pre-allocation Sources: Name of the store
  The order is pre-allocated to the source.
  These are the sources used for the automatic or manual pre-allocations.
  
• No pre-allocation required
  For orders placed before the module installation and for orders that don't need to be pre-allocated (for example, products with no stock management).

Shipment statuses

The status concerning the shipments appears below the pre-allocation status.

You can have:

• X item(s) to ship
  X product(s) must be shipped manually.
• X item(s) is partially shipped
  There are still products from the order to ship.
• Allocated Sources: Name of the source
  The order is allocated to the source. 
  These are the sources used for the shipments.
• No item to ship
  When products cannot be shipped (virtual, downloadable, ....).

Automatic pre-allocation

MSI Order Management for Magento 2 allows you to automatically pre-allocate sources during the order validation.

For that, you must define the Pre-allocation process on Automatic from:
Stores › Settings › Configuration › Wyomind › MSI Order Management

The orders will be pre-allocated to sources according to the pre-allocation algorithm you have chosen:

• Distance Priority: the order will be pre-allocated to the closest source
• Source Priority: the order will be pre-allocated to the first source
• Your custom algorithms: the order will be pre-allocated to sources according to the rules of your algorithm. 
  See how to create your custom algorithms.

If you have enabled the Pending pre-allocations notification in the back-end, the following notification will be displayed when the automatic process cannot find a solution for the pre-allocation.

Click on Manage these orders to open the orders grid displaying only the orders with pending pre-allocations. 

Manual pre-allocation

The extension allows you to edit the orders pre-allocations and to run the algorithms manually from the orders grid and pages.

You will be able to run default and custom algorithms via the Run Sources Selection Algorithm dropdown, and you will also be able to edit each field manually.

Sources can be: 

• editable: you can assign quantities to the source. 
  If the source is editable and displayed in grey, it means that the product is linked to the source but this one is not linked to the stock.
  See how to enable pre-allocation to sources not linked to the website.
• disabled: the product is not linked to the source (although the source belongs to the stock).

You can pre-allocate orders to sources manually from the Sources pre-allocation section of the orders page or from the orders grid popup directly in: 
Sales › Orders

Click on X item(s) to pre-allocate from the Allocated sources column.

A popup should open and display the sources' pre-allocation for the order.

.

Select the algorithm from the Run source selection algorithm dropdown.
A notification should be displayed to confirm the pre-allocation. 

Create your shipments

The extension allows you to create shipments in a few clicks only in: 
Sales › Orders 

If you have enabled the Pending shipments notification in the back-end, the following notification will be displayed in your back-office.

Click on Manage these orders to open the orders grid displaying only the orders with pending shipments. 

You can create the shipments from the Sources pre-allocation section of the orders page directly or from the orders grid popup directly in: 
Sales › Orders

Click on X item(s) to ship from the Allocated sources column.

A popup should open and display the stock pre-allocation for the order.

From the Save pre-allocation dropdown, choose Save Pre-Allocation and Create Shipments.  

Another popup should open and sum up the shipment for the order.

Click on Create Shipments or Create and Open the Shipments. 

Once the shipment is created, a notification will be displayed: 

If you have selected Create and Open the Shipments, this will open each shipment in a new window. 

MSI Permissions for Magento 2 allows you to manage permissions of the sources for each one of the users registered in your Magento admin. 

The extension gives you the possibility to restrict access to the sources for store managers. Thanks to the MSI Permissions extension, you will be able to restrict the access to: 

• the product pages: admin users will be able to change the quantities for the products assigned to the sources they manage.
• the orders: store managers will have access to the invoices, the shipments, and the credit memos of the orders assigned to the sources they are in charge of and/or orders not assigned to any source yet.
• the sources: users will only be able to manage the sources they are linked with.

MSI Permissions is also compatible with other modules from the MSI Suite giving you endless possibilities for managing your sources. 

Assign permissions

With MSI Permissions for Magento 2, you have the possibility to assign different rights to each admin user.

Note that the extension does not replace the general Magento permissions system but brings additional restrictions to it. 

Combining both systems can help you to create any possible configuration.

You can easily assign permissions to users from:
Stores › Inventory › Sources PermissionS

Permissions grid

Assign permissions to each store manager so that they can all manage the products, the stocks, the orders assigned to the source(s) they’re in charge of. 

For that, tick the appropriate boxes for each admin user.

There are different columns: 

• All
  Store owners will be able to manage the products, stocks, and orders for all the sources.
• View unassigned orders
  Store owners will be able to manage all the orders that haven’t been assigned to a source yet.
• Sources
  Store owners will be able to manage the products, stocks, and orders for the selected source(s).

If Sarah Johnson logs into Magento 2 back-office, she'll only be able to have access and manage the products, the stocks, the orders assigned to the source(s) she manages:
Great Lake Store

Permissions restrictions

The permissions assigned to the admin users will restrict access to:

• the products
• the orders
• the sources

The grids will filter the products, the orders, and the sources according to the permissions of each user. 

You can notify users about permission restrictions from:
Stores › Settings › Configuration › Wyomind › MSi Permissions › Preference

If enabled, the below notification will be displayed in their Magento back-office.

Users will be notified about permission restrictions in: 

• the products grid and pages from:
  Catalog › Products
• the orders grid and pages from: 
  Sales › Operations › Orders
• the sources pages from:
  Stores › Inventory › Sources

Products

Admin users will only be able to see and edit the products that are assigned to the source(s) they have permissions for, from:
Catalog › Products

For these products, they'll be able to edit the below stock information for their sources only:

• the source item status
• the quantity
• the low stock notification threshold

Orders

When orders are assigned to specific sources, the admin users managing these sources will have access to the order pages. 

They will also have access to:

• the invoices
  Admin users will be able to create an invoice only if the order is assigned to the source they're managing. 

• 

• the shipments
  

  Admin users can send the shipments for an order if it is assigned to the source they're managing. 

  

• the credit memos
  

  Admin users can also create credit memos for an order if it is assigned to the source they're managing. 

  

Sources

The sources pages will also be restricted from:
Stores › Inventory › Sources

When assigning permissions to specific sources to admin users, they will only be able to see and edit the sources they manage.