User guide

Salescast and Magento 2

Name: Salescast Connector
Brand: Wyomind
SKU: SCC
Price: 245 EUR
Availability: InStock
Rating: 5 (3 reviews)

Salescast Connector - Product Overview

The web application Salescast optimizes your inventory levels by using data on your business activity, current stock levels, and open orders. It is therefore important to send a daily.TSV file with this data to the Lokad service platform.

Salescast Connector completely automates the uploading of the data to the Lokad service platform. It works in conjunction with both the Data Feed Manager and the Orders Export Tool components.

Salescast Connector also allows the Leadtime and Servicelevel variables to be defined and adjusted for an individual product or for the entire product catalog.

Discover Salescast

The web app Salescast delivers two key data for your inventory optimization:

to know when to order
to know how much to order

The quantities suggested by Salescast rely on advanced statistics as delivered by the Lokad forecasting technology. Salescast saves you money with fewer stocks and fewer stock-outs; but also Salescast saves you time when reordering to your suppliers.

Open a Salescast account

Salescast comes with an Express subscription free of any charge up to 10,000 products. The Salescast Connector lets you take advantage of this offer from your Magento 2 back office.

If you're not registered already, sign-up in 60 seconds from https://hub.lokad.com/register.

Note that you will need your email/password to set up the "Salescast Connector".

Install Salescast Connector

Following the purchase, you will receive a confirmation email with your log-in details and a password to access your Wyomind account and download Salescast Connector.

Download the zip file from your Wyomind account.
Unzip the file.
Copy all the files in the folder.
Paste all the files into the Magento 2 web site root directory.
Log-out of the Magento 2 admin account.
Re-log-in to the Magento 2 admin account and empty the cache.
Follow the instructions on the screen to activate your license.
The installation is now complete.

Once Salescast Connector is installed, two new tabs will appear in the Magento 2 admin menu under:

ProductsData Feed Manager
SalesOrders Export Tool

Configure Salescast Connector

Salescast Connector allows two key variables, Leadtime and Servicelevel, to be defined and adjusted to maximize the efficiency of Salescast. These variables can be defined and adjusted for an individual product or for the entire product catalog.

For more information about the two variables, please have a look at the Lokad reference documents:

Leadtime - https://www.lokad.com/lead-time-definition-and-formula
Servicelevel - https://www.lokad.com/salescast-service-level

Default settings

To configure all products using a default setting, from Magento 2 go to:
StoresSettingsConfigurationWyomindSalescast ConnectorSettings

Individual product settings

To configure an individual product with unique settings, from Magento 2 go to:
ProductsInventoryCatalogManage productsEditSalescast connector

FTP upload setting

Before uploading any data files to Salescast, the FTP settings needs to be configured for product data. For this:

Go to:
ProductsData Feed ManagerEdit Lokad_items.tsvFtp upload
Enter your account details:
login and password
Change the destination directory if necessary.

Do the same for Orders Export Tool:

Go to:
SalesOrders Export ToolEdit Lokad_orders.tsvFtp upload
Enter your account details:
login and password
Change the destination directory if necessary.

Plan a scheduled task to update Salescast data

The two export components, Data Feed Manager and Orders Export Tool, are both configured to export data once a day by default (Lokad_Orders.tsv at 11:30PM and Lokad_Items at 3:00 AM).

The times for export can be simply changed by selecting the appropriate export profile in the Scheduled Tasks tab of Data Feed Manager and Orders Export Tool extensions.

Note that the main cron task targeting cron.php must be active on the server.

For more information about cron tasks, please have a look at the following reference articles:

Modify the Salescast export template

The Lokad_Orders.tsv and Lokad_Items.tsv are already configured but they can be further modified.

The following reference articles show how to modify the export template:

Manage all your data feeds with ease thanks to Salescast Connector!

Salescast Connector completely automates the uploading of the data to the Lokad service platform. It works in conjunction with both the Data Feed Manager and the Orders Export Tool components.

Lifetime license
12 months support & upgrade
60 days money-back guarantee
Extensible source code
Unlimited test domains
Free composer access
Marketplace approved

Want to know more?

Be totally compliant with Lokad

Official module for SalesCast by Lokad

Customize sample templates provided with the extension

Automatically use the default values for lead time and service level

Use the Lokad attribute set added with the extension

Efficiently export all your data into one file

Products data, orders, ordered items, payments, invoices, shipments, credit memos...

XML, CSV, and TXT files

All product types: simple, configurable, grouped, bundle, custom types...

Multi-stores, multi-currencies, multi-VAT-rates data feeds

Highly customize your data feeds

Add any Magento^® 2 attribute to your data feed templates

Create your own attributes, attribute set, and category filters

Use OR/AND statements in your filters

Add PHP code to your template

Enjoy the precious help provided by the extension

Templates
Start with the sample templates already included with the extension.

Preview
Check your data feeds and use the syntactic helper to avoid misprints.

Library
While configuring your data feed, find any attribute you're looking for in the library.

Automatically and regularly send your updated feed to any order management platform

Cron tasks
Schedule tasks to periodically generate your data feed.

FTP upload
Upload your data feeds into your Salescast account.

Email
Send your profiles by email to one or more recipients.

Do you want to know more?

Get in touch with us

Explore our user guide

Freqently Asked Questions

Pre-sales informations

Magento^® Open Source vs Magento^® Commerce vs Magento^® Commerce Cloud

Magento offers three variations of its product.

As their names have changed over the past few years, here is a recap:

Magento Open Source: previously Magento Community Edition (CE), is a free and non-hosted e-commerce platform.
Magento Commerce: previously Magento Enterprise (EE), is the paid version of Magento and offers support services.
Magento Commerce Cloud: is the paid version of Magento and offers support and hosting services.

License and domains

License validity

A license is valid for an unlimited period of time on one single installation

If you're using more than one installation, you will have to buy a separate license for each instance.
if you're running several domains on a same installation, you will need only one license for all of them.

Although your license doesn’t have a limited period of validity, your Support & Upgrade period does. By purchasing a module, you’ll be granted a 12-month support period for free. Passed this period, you will have to pay for a new one (see FAQ: Extend your Support period)

Domains pre-registration

You can pre-register your live domain to your license in advance.

Thanks to this option, you'll be able to get the module ready to use on your domain before it goes live.

To pre-register your production domain:

Go to:
mY accountLicenses & DOwnloads
Click on the Settings icon next to the module you want your domain to pre-register on.
Click on the link at the bottom of the page saying:
Do you want to pre-register your domain in order to be ready to go live?
Finally, enter your domain name and click on pre-register now .

Attention, this doesn't mean your license is activated. You'll still have to activate it on your new domain when the module is installed.

Testing environments

One license is valid for an unlimited period of time on one installation only. However, it is possible to extend or transfer your license in 2 cases:

If you would like to add your testing environments to your license.
In that case, it is possible to extend your license to an unlimited number of domains for free.
For mywebsite-staging.com or mywebsite-dev.com
If you want to transfer your license to another live domain.
In that case, the Support & Upgrade period for your license must still be active.

To be able to use Salescast Connector on both your production and testing environments, follow the instructions below:

Download Salescast Connector.
(see FAQ: Extensions download)
Install Salescast Connector on your environment.
(see FAQ: Modules installation in Magento or in WooCommerce)
Activate the license.
(see FAQ: Licenses activation in Magento or in WooCommerce)

Also, if you are managing a large amount of domains, please contact us so that we can automatically whitelist these domains.

Modules versioning and download

Extensions download

In order to download Salescast Connector, log into your Wyomind account:

Go to:
my accountLicenses & downloads
Click on the settings icon next to Salescast Connector.

A new window opens.
Click on the download icon.

Only the latest extension version released within your Support & Upgrade period is available. In order to get the very latest extension version make sure your Support & Upgrade plan is up to date.

Modules upgrade

When purchasing a module from wyomind.com, you benefit from 12 months of upgrade. Within this period you can at any time download the latest version of the module directly from your account.

To upgrade Salescast Connector, follow the steps below:

Go to:
my accountLicenses & Downloads
Click on the settings icon next to Salescast Connector.
Click on the download icon.
Install the new version of Salescast Connector in your Magento admin or your WooCommerce back-office.

Modules Installation/Uninstallation

Extensions manual installation

You can install Salescast Connector manually.

Download Salescast Connector (zip file) on:
mY ACCOUNTLicenses & Downloads

Refer to the FAQ: Extensions download
Once Salescast Connector is downloaded, open the folder and unzip it.
Copy the content of the unzipped folder and paste all files and directories in your Magento 2 root directory.

In your Command Line Interface, execute:

bin/magento setup:upgrade

If you are using a production mode, execute also:

bin/magento setup:static-content:deploy

bin/magento setup:di:compile

Extensions uninstallation

To uninstall Salescast Connector, start with disabling the extension running the following command:

bin/magento module:disable Wyomind_SalescastConnector

Then, you have 2 ways to uninstall the extension depending on how the extension has been previously installed:

Manual installation

Run the salescastconnector-uninstall.sh file (you can find it in the extension zip folder) from your Magento root directory:
```
sh salescastconnector-uninstall.sh
```
Installation via Composer

Run the below command line:
```
composer remove wyomind/salescastconnector
```

Once the uninstallation is over, refresh your cache and enable the compiler back again (if you use it).

Modules activation

Extensions activation from the back-office of Magento^®

Once Salescast Connector is installed, you have to activate the license. For previous versions, you can activate the license from your back-office:

Go to your Magento admin panel. A message pops up at the top of the page.
If the message doesn't appear then you must check that:

1. The Adminhtml_Notifications and Wyomind_Core modules are well enabled.
2. The HTML output of the Adminhtml_Notifications and Wyomind_Core modules are not disabled in:
storesconfigurationadvanced advanced
3. The encryption key well exists in app/etc/env.php:
```
<?php
 return array(
 'backend' => array(
 'frontName' => 'admin'
 ),
 'crypt' => array(
 'key' => '1e8f3c6772b7a6a6689c3c8cefa4ccf0'
 ),
 /* ... */
 )
?>
```
Copy your activation key in:
StoresConfigurationWyomind Your extension

You can find your activation key in 2 different places:
- In the confirmation email that you received after purchasing Salescast Connector.
- In your Wyomind account:My account Licenses & downloads
Select Salescast Connector and click on .

A new page opens where you'll find your activation key (see below).
In your Magento admin go to:
StoresConfigurationWyomind Your extension

Paste the activation key in the Activation Key field and choose between the automatic (yes) or the manual (no) activation method:
- By choosing Yes, the connection to Wyomind license server will be automatic.
- By choosing No, you will have to log on to Wyomind license server yourself.
Click on Save config .
A message appears at the top of your admin panel. Click on that link:
Activate it now!
Copy and paste the license code in the License code field from your admin or simply click on Activate now!
Finally, refresh your cache, log out and log in back straight after, to complete the installation.

When the extension includes other modules, repeat the steps described above for each one, using the corresponding activation keys (each module has its own activation key).

Add another domain to your license

To activate the license on another domain (test, staging...):

Once the extension is installed on the new domain, copy your activation key in:
StoresConfigurationWyomind Your extension
After having saved the configuration, a notification appears. Click on Add this domain to my license.
A transfer request will then be sent to our team within an hour.
Once the request is taken care of, you will receive a confirmation email.
If your transfer request is accepted, you can use Salescast Connector on both environments at the same time.

Note that the order in which you activate your license on your domains does not matter. You can start with your staging/dev/local environment or with your live domain, the process will be the same.

Also, if you have loads of staging domains, or if you are an agency managing load of domains for your customers, please contact us so that we can automatically whitelist these domains.

Extensions activation from the CLI

Once Salescast Connector is installed, you have to activate the license.

For this, you can use the below command line (change the Activation key with the corresponding value):

bin/magento wyomind:license:activate Wyomind_SalescastConnector <YOUR_ACTIVATION_KEY>

To retrieve the list of all the available modules as well as the licenses status, please use:

bin/magento wyomind:license:status

Among the different status, you can find:

registered = your license is registered
pending = you need to run the activation command line
invalidated = the license has been invalidated due to a wrong activation key or a license infringement

To activate several licenses at the same time, use:

bin/magento wyomind:license:activate \
Wyomind_Extension1,Wyomind_Extension2 \
ACTIVATION_KEY_1,ACTIVATION_KEY_2

or:

bin/magento wyomind:license:activate \
Extension1,Extension2 \
ACTIVATION_KEY_1,ACTIVATION_KEY_2

Check how to add another domain to your license.

Magento 2 Compatibility

Magento 2^® Open Source

Magento 2^® Adobe Commerce

User's reviews

Log into your account to leave your review and get up to 3 months of free Support & Upgrade.

19th February 2019

Sales Cast Connector
We use both modules included in salescast connector everyday, whilst we no longer use Lokad we have repurposed both modules to help us with our daily tasks, never been an issue and allowed use to customise our feed in house even with complex business logic, data feed module is the most flexable feed module available and even allows inline php functions. Great module bundle!
B Showell - Merchant - User for more than 6 years |Magento 2https://showe-performance.co.uk/

17th January 2018

Used on Magento 1
We have used this module on magento 1 and it proved useful, as we have upgraded to magneto 2 we have purchased again. Never really had a problem and hope the same this time.
brett - User for more than 6 years |Magento 2

14th December 2016

Very helpful tool
I use Datafeed manager with Salescast connector and Order Export tool to export data into Lokad salescast system over two years. This solution works for me other 2 years and really help to cast our sales for short term period and keep our stocks up to date. Thanks for great module
Cermis - User for more than 10 years |Magento 1

Changelog

master v1.0.0 released on 18/01/2018

First release for Magento 2

Demo store

Work in progress...