Step
Procedure
Create the Store Connect Default System.
Identify the system for Store Connect locations.
Required? This step is required if your Store Connect system is different from a POS system that you set up through Setting Up Data for the Routing Engine Module.
Important: You need to use the Store Connect Preferences to confirm your settings after setting up the Store Connect system. See Set up Store Connect preferences for your organization.
• Select Systems > Systems to advance to the Systems screen.
• If necessary, select your organization from the Organization drop-down box.
• Enter a system code in the System field. System codes can be 1 to 10 positions in length, can include spaces and special characters, and must be unique.
• Click New. You advance to the System screen.
• Select the Store Connect Default field.
• Use the Reservation tab to specify the statuses to include in the reserved quantity for each Store Connect location. Typically, the reserved statuses are New Order, Accepted, Picked, and Polled.
• Click Save.
Inventory Export: You can also use the Fulfilled Inv Export tab at the System screen to set up the Fulfilled Inventory Export.
Create a location type for Store Connect locations.
About location types: Types must be 1 of 3 categories (store, vendor, or warehouse) and further identify a group of locations based on the system to which they belong, such as Store Connect.
Required? This step is required if your Store Connect location type is different from the POS location type that you set up through Setting Up Data for the Routing Engine Module.
• Select Locations > Location Types to advance to the Location Types screen.
• If necessary, select your organization from the Organization drop-down box.
• Enter a code to represent the location type in the Type field. The code cannot exceed 10 positions.
• Enter a name for the location type in the Name field. The name cannot exceed 40 positions.
• Select the correct category from the Category drop-down box. Typically, you would select a Category of S - Store to identify the store locations.
• Click New.
Create Store Connect locations.
Required? This step is required if your Store Connect locations are different from the POS locations that you set up through Setting Up Data for the Routing Engine Module.
• Select Locations > Locations to advance to the Locations screen.
• If necessary, select your organization at the Organization drop-down box.
• Select the location type you created earlier from the Type drop-down box.
• Enter a Code identifying the location. The code cannot exceed 10 positions and should match the warehouse code in the originating system.
• Enter a name for the location in the Name field. The name, which appears on Store Connect screens and is included in the pickup-ready notification email to the customer, cannot exceed 40 positions.
• Select the Store Connect system from the System drop-down box.
• Complete the:
• Address: Included in the pickup-ready notification email to the customer
• Telephone number: Included in the pickup-ready notification email to the customer
• Email(s): To receive new order notifications
• Click New to advance to the New Location screen, and complete additional information about the location, such as the address.
• Click Save.
Set up preferences for Store Connect locations.
This step is required.
Preferences: After creating Store Connect locations, you need to use the Preferences screen to apply preference settings to the new locations, including the types of orders that they support.
A Store Connect location must be flagged to support at least one type of order (delivery, pickup, or ship-to-store), or there must be at least one open order for the store, in order for store associates to be able to log into the store location. See the Fulfillment tab for more information.
Set up Store Connect preferences for your organization.
About Store Connect preferences: Use the Store Connect Preferences screen to set up information, such as specifying:
• order aging thresholds
• the link to your logo for display on Store Connect screens, print on packing documents, and include in email notifications
• the pick verification method, pick list and pack slip forms, when to print pack documents, pack document messages
• whether to use manual shipping or ADSI
• when to change the status of new orders to polled, making the orders available for store associates to begin processing
• email notification templates and return addresses
• the timeout interval for store associate sessions
• Select
Organizations and Preferences and
click the Store
Connect Preferences icon (
) for your
organization to advance to the Store Connect Preferences screen.
See the Store Connect Preferences screen for field descriptions. You can return to this screen later to reset any existing preferences. Also, see the Store Connect Overview for background.
Important: After setting up the Store Connect system, you need to open the Store Connect Preferences screen and click Save for your preference settings to take effect.
Note: The admin (cloud) user also needs to set up proxy settings for ADSI at the Tenant - Cloud screen.
Specify the logo to display in the lower left of the Store Connect login screen.
• Select Systems > Tenant to advance to the Tenant screen.
• Use the Tenant Logo field to specify the URL for the logo. The Store Connect login screen displays the logo at 254 x 33 pixels.
About Store Connect users: A Store Connect user has authority only to Store Connect screens.
About Store Connect user roles: The delivered user roles are Associate (includes basic authority to Store Connect screens, but no additional authority such as the ability to reject or close) and Manager (includes all possible authority in Store Connect).
Additional authority? See the Role Wizard for the additional authority you can apply for store associate users.
• Select Systems > Store Connect User Profiles to advance to the Store Associate User Profiles screen.
• Enter a User ID of up to 10 positions.
• Enter a Name of up to 30 positions.
• Optionally, enter an Email address of up to 50 positions.
• Click New. You advance to the New Store Associate User Profile screen, where you specify:
• an initial, temporary password for the store associate to use when first logging into Store Connect. The associate will need to change the password at initial login. See the New Store Associate User Profile screen for password requirements.
• LDAP information, if the user will use LDAP authentication.
• the Location where the associate will work.
• the associate’s Authority (Associate or Manager).
• Click Save to save the Store Connect user, or click Save/New to continue creating Store Connect users at the New Store Associate User Profile screen.
Assign additional locations? You can assign a store associate to additional locations at the Edit Store Associate User Profile, or use this screen to edit other information about the store associate.
About reason codes: You can set up reason codes that the associate uses:
• reject a delivery or pickup order, or a line on a delivery or pickup order
• cancel a pickup or ship-to-store order, or a line on a pickup or ship-to-store order
• close a a ship-to-store order, or a line on a ship-to-store order if it was damaged in transit or missing
• Select Reason Codes from the Home Screen or from the Systems Menu to advance to the Reason Codes screen.
• Enter a Code and Description and click New to open the New Reason Code window.
• Complete the entries at the New Reason Code window and click Save.
About boxes: Create one or more boxes to define the dimensions of a box used to ship one or more items using an automated shipping system. If the store associate confirms shipment of items on delivery orders through integration with an automated shipping system, the system requires you to select the box size on the Estimated Weight and Dimensions window. The store associate can select one of the predefined box sizes or manually define the length, width, and height of the box.
• Select Systems > Boxes to advance to the Boxes screen.
• Select the Organization from the Organization drop-down box.
• Enter the box name in the Name field. Box names can be 1 to 50 positions in length and must be unique in Order Broker. The name can include special characters and spaces. Include the dimensions of the box in the name so that this information is available when selecting a box in the Store Connect module. The name Irregular Size, regardless of case, is reserved by the system to allow a user to manually define the length, width, and height of a box at the Estimated Weight and Dimensions window in Store Connect.
• Click New to advance to the New Box window.
• Complete entry of the New Box window, including:
• the length, width, and height of the box.
• whether the box is displayed in Store Connect.
• whether the box is the default box size to display in Store Connect.
• Click Save when you are done. See the New Box screen for more information.
• Use the Carriers screen to review the carriers that associates can use to ship delivery orders, and confirm that each carrier is flagged to Display in Store Connect.