Working with ChannelAdvisor Accounts (WCAA)
Purpose: Use this option to set up your ChannelAdvisor account and marketplaces.
Background: See ChannelAdvisor Integration Overview for background on the ChannelAdvisor integration.
Additional setup: See ChannelAdvisor Setup for information on additional required setup for the ChannelAdvisor integration.
In this chapter:
• Work with ChannelAdvisor Accounts Screen
• Create ChannelAdvisor Account Screen
• Work with ChannelAdvisor Marketplaces Screen
• Create ChannelAdvisor Marketplace Screen
• Create ChannelAdvisor Offer Screen
Note: The ChannelAdvisor integration has been designed and tested to work for the Amazon Marketplace. To use the ChannelAdvisor integration with a marketplace other than Amazon, contact your Order Management System project manager.
Work with ChannelAdvisor Accounts Screen
Use this screen to work with ChannelAdvisor accounts and marketplaces.
How to display this screen: Enter WCAA in the Fast path field at the top of any menu, or select ChannelAdvisor Work with Accounts from a menu.
Field |
Description |
Account |
The account ID assigned by ChannelAdvisor for your account. Upper and lower case. Note: You may be able to verify the account ID by logging into ChannelAdvisor, selecting the account, and then My Account > Account Authorizations. Alphanumeric, 50 positions; optional. |
Description |
The description of your ChannelAdvisor account. Alphanumeric, 30 positions; optional. |
Option |
Procedure |
Create a new ChannelAdvisor account |
Select Create to advance to the Create ChannelAdvisor Account Screen. |
Change an existing ChannelAdvisor account |
In the Action field, select Change to advance to the Change ChannelAdvisor Account screen. At this screen, you can change any information except the ChannelAdvisor account ID. See the Create ChannelAdvisor Account Screen for field descriptions. |
Display an existing ChannelAdvisor account |
In the Action field, select Display to advance to the Display ChannelAdvisor Account screen. You cannot change any information at this screen. See the Create ChannelAdvisor Account Screen for field descriptions. |
Delete an existing ChannelAdvisor account |
In the Action field, select Delete. At the Confirm Delete window, select Yes to delete the account; otherwise, select No. |
Work with ChannelAdvisor marketplaces |
In the Action field, select Marketplaces to advance to the Work with ChannelAdvisor Marketplaces Screen. |
Work with ChannelAdvisor offers |
the Action field, select Integration Offers to advance to the Work with ChannelAdvisor Offers Screen. |
Create ChannelAdvisor Account Screen
Purpose: Use this screen to set up the ChannelAdvisor account you use to integrate with ChannelAdvisor, including information required for the inventory and pricing uploads to ChannelAdvisor and authentication information required for ChannelAdvisor web services (orders, shipments, and refunds).
How to display this screen: Select Create at the Work with ChannelAdvisor Accounts Screen.
Field |
Description |
The account ID assigned by ChannelAdvisor for your account. Upper and lower case. This ID is a GUID (globally unique identifier) composed of a string of hexadecimal digits, such as 21ec2020-3aea-1069-A2dd-08002b30309d. Not the same as the user ID you use to log into the ChannelAdvisor web site. Note: You may be able to verify the account ID by logging into ChannelAdvisor, selecting the account, and then My Accounts > Developer Network > Account Authorizations. Alphanumeric, 50 positions. Create screen: Required. Change screen: Display-only. |
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Description |
The description of your ChannelAdvisor account. Alphanumeric, 30 positions; required. |
A unique ID assigned by ChannelAdvisor. Upper and lower case. The developer key, Account (ChannelAdvisor account ID), and Web Developer Password are required for any call to a ChannelAdvisor API that accesses your account information. The developer key and password are included in the messages sent to ChannelAdvisor to request a list of orders, confirm shipments, and submit refunds. See ChannelAdvisor Integration Overview for descriptions of these processes. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
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The password associated with the Web Developer Key. Upper and lower case. Not the same as the password you use to log into the ChannelAdvisor web site. The developer key and password are included in the messages sent to ChannelAdvisor to request a list of orders, confirm shipments, and submit refunds. See ChannelAdvisor Integration Overview for descriptions of these processes. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
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The URL or IP address of your FTP site. Upper and lower case. Inventory upload: The FTP address, FTP Inventory Folder, and CA_INVENTORY_FILE_NAME must match the URL specified in the Inventory Pull Connection Settings in ChannelAdvisor for your inventory import. Pricing upload: The FTP address, FTP Price Folder, and Price Filename must match the your Inventory Pull Connection Settings in ChannelAdvisor for your pricing import. Note: Both the inventory import and the pricing import may be listed with a File Type of Inventory in ChannelAdvisor. See Sending Current Inventory Information to ChannelAdvisor and Sending Current Prices to ChannelAdvisor for process overviews. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
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The user ID for access to your FTP site for the inventory and pricing uploads to ChannelAdvisor. Upper and lower case. Alphanumeric, 60 positions; optional, but required for the ChannelAdvisor integration. |
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The password for access to your FTP site for the inventory and pricing uploads to ChannelAdvisor. Upper and lower case. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
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The file name for the CAPRICE periodic function to use when creating the pricing upload file. Upper and lower case. The FTP Address, FTP Price Folder, and Price filename must match your Inventory Pull Connection Settings in ChannelAdvisor for your pricing import. Note: Both the inventory import and the pricing import may be listed with a File Type of Inventory in ChannelAdvisor. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
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The folder on the Order Management System server for the CAPRICE periodic function to use when creating the price upload file. Upper and lower case. Typically set to /domain/conf/OMSFiles/FTP/ChannelAdvisor/pricing/, where domain is the WebLogic domain directory for Order Management System. You should create this folder on your server if the folder does not already exist. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
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The folder on the FTP site where the CAPRICE periodic function should copy the price upload file. Upper and lower case. The FTP Address, FTP price folder, and Price Filename must match your Inventory Pull Connection Settings in ChannelAdvisor for your pricing import. Can be the same as the FTP Inventory Folder. Note: Both the inventory upload and the pricing upload may be listed with a File Type of Inventory in ChannelAdvisor. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
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The folder on the FTP site where the CAINV periodic function should copy the inventory upload file. Upper and lower case. The FTP Address, FTP inventory folder, and CA_INVENTORY_FILE_NAME must match the Inventory Pull Connection Settings in ChannelAdvisor for your inventory import. Can be the same as the FTP Price Folder. Note: Both the inventory import and the pricing import may be listed with a File Type of Inventory in ChannelAdvisor. Alphanumeric, 50 positions; optional, but required for the ChannelAdvisor integration. |
Work with ChannelAdvisor Marketplaces Screen
Purpose: Use this screen to work with marketplaces where you sell through ChannelAdvisor. The CAORDUP periodic function matches the marketplace with the ItemSaleSource passed for an order to identify the:
• source code to apply to the order, based on your entry at this screen
• payment method to apply to the order, based on the pay type’s CA cross reference #
See Importing Orders from ChannelAdvisor for background.
Note: The ChannelAdvisor integration has been designed and tested to work for the Amazon Marketplace. To use the ChannelAdvisor integration with a marketplace other than Amazon, contact your Order Management System project manager.
How to display this screen: Select Marketplaces from the Action field for your ChannelAdvisor account at the Work with ChannelAdvisor Accounts Screen.
Field |
Description |
Account (ChannelAdvisor account) |
The account ID assigned by ChannelAdvisor for your account. This ID is a GUID (globally unique identifier), as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 50 positions; display-only. |
Description (unlabeled field) |
The description of your ChannelAdvisor account, as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 30 positions; display-only. |
Source |
The source code to use on orders from this marketplace. Typically associated with the offer specified through the Work with ChannelAdvisor Offers Screen option. If the ItemSaleSource indicated for an order created through the CAORDUP periodic function matches the Marketplace, the periodic function applies this source code to the order. Enter a full or partial source code to display marketplaces that start with your entry. Note: The source code specified must use a line-level freight method. Alphanumeric, 9 positions; optional. |
Marketplace |
The name of the marketplace, such as Amazon, where you sell merchandise through ChannelAdvisor. If the ItemSaleSource indicated for an order received from ChannelAdvisor through the CAORDUP periodic function matches this setting, the periodic function: • applies the Source indicated here to the order • selects the pay type whose CA cross reference # matches this setting for the order Note: If there is more than one pay type whose CA cross reference # matches, the function selects the highest pay type code. Enter a full or partial marketplace name to display marketplaces that start with your entry. Alphanumeric, 30 positions; optional. |
Option |
Procedure |
Create a new marketplace |
Select Create to advance to the Create ChannelAdvisor Marketplace Screen. |
Change an existing marketplace |
Select Change from the Action field to advance to the Change ChannelAdvisor Marketplace screen. At this screen, you can change the Source or the Marketplace. See the Create ChannelAdvisor Marketplace Screen for field descriptions. |
Delete a marketplace |
Select Delete for a marketplace. At the Confirm Delete window, select Yes to delete the marketplace; otherwise, select No. |
Create ChannelAdvisor Marketplace Screen
Purpose: Use this screen to create a new marketplace where you sell through ChannelAdvisor. The CAORDUP periodic function matches the marketplace with the ItemSaleSource passed for an order to identify the:
• source code to apply to the order, based on your entry at this screen
• payment method to apply to the order, based on the pay type’s CA cross reference #
Purpose: See Importing Orders from ChannelAdvisor for background.
How to display this screen: Select Create at the Work with ChannelAdvisor Marketplaces Screen.
Field |
Description |
Account (ChannelAdvisor account) |
The account ID assigned by ChannelAdvisor for your account. This ID is a GUID (globally unique identifier), as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 50 positions; display-only. |
Description |
The description of your ChannelAdvisor account, as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 30 positions; display-only. |
Source |
The source code to use on orders from this marketplace. Typically associated with the offer specified through the Work with ChannelAdvisor Offers Screen option. If the ItemSaleSource indicated for an order created through the CAORDUP periodic function matches the Marketplace, the periodic function applies this source code to the order. Note: The source code specified must use a line-level freight method. Alphanumeric, 9 positions; required. |
Marketplace |
The name of the marketplace, such as Amazon, where you sell merchandise through ChannelAdvisor. If the ItemSaleSource indicated for an order received from ChannelAdvisor through the CAORDUP periodic function matches this setting, the periodic function: • applies the Source indicated here to the order • selects the pay type whose CA cross reference # matches this setting for the order The marketplace name needs to match a ChannelAdvisor Site Token value. Note: If there is more than one pay type whose CA cross reference # matches, the function selects the highest pay type code. Alphanumeric, 30 positions; required. |
Work with ChannelAdvisor Offers Screen
Purpose: Use this screen to set up the offer you use to control pricing for the ChannelAdvisor integration, including the label for the ChannelAdvisor offer price. You send pricing information to ChannelAdvisor through the CAPRICE periodic function. This offer should match the ChannelAdvisor SKU X-Ref Offer (L92).
Note: Although you can set up multiple offers with this menu option, typically you use a single offer for integration with ChannelAdvisor.
Background: See ChannelAdvisor Integration Overview for background on the ChannelAdvisor integration, especially Sending Current Prices to ChannelAdvisor.
Additional setup:
• See Working with ChannelAdvisor Accounts (WCAA) for information on setting up accounts and marketplaces for integration with ChannelAdvisor.
• See ChannelAdvisor Setup for information on additional required setup for the ChannelAdvisor integration.
Note: The ChannelAdvisor integration has been designed and tested to work for the Amazon Marketplace. To use the ChannelAdvisor integration with a marketplace other than Amazon, contact your Order Management System project manager.
How to display this screen: Select Integration Offers for a ChannelAdvisor account on the Work with ChannelAdvisor Accounts Screen.
Field |
Description |
Account |
The account ID assigned by ChannelAdvisor for your account. Upper and lower case. This ID is a GUID (globally unique identifier), as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 50 positions; optional. |
Description |
The description of your ChannelAdvisor account, as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 30 positions; optional. |
Offer |
The offer that controls pricing for ChannelAdvisor. You send pricing information to ChannelAdvisor through the CAPRICE periodic function. This offer should match the ChannelAdvisor SKU X-Ref Offer (L92). Alphanumeric, 3 positions; optional. |
Price Output |
The label of the third price included in the price extract file by the CAPRICE periodic function. Upper and lower case. From the SKU Price, if any, for the specified offer; otherwise, from the Item Price for the specified offer. If there is no SKU Price or Offer Price for an item/SKU, this field is blank in the price file. Alphanumeric, 30 positions; optional. |
Option |
Procedure |
Create a channeladvisor offer |
Select Create to advance to the Create ChannelAdvisor Offer Screen. |
Change a channeladvisor offer |
Select Change for a channeladvisor offer to advance to the Change ChannelAdvisor Offer screen. See the Create ChannelAdvisor Offer Screen for a description of the fields on this screen. |
Create ChannelAdvisor Offer Screen
Purpose: Use this screen to set up the offer you use to control pricing for the ChannelAdvisor integration, including the label for the ChannelAdvisor offer price. You send pricing information to ChannelAdvisor through the CAPRICE periodic function. This offer should match the ChannelAdvisor SKU X-Ref Offer (L92).
Background: See ChannelAdvisor Integration Overview for background on the ChannelAdvisor integration, especially Sending Current Prices to ChannelAdvisor.
How to display this screen: Select Create at the Work with ChannelAdvisor Offers Screen.
Field |
Description |
Account |
The account ID assigned by ChannelAdvisor for your account. Upper and lower case. This ID is a GUID (globally unique identifier), as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 50 positions; display-only. |
Description |
The description of your ChannelAdvisor account, as set up through the Create ChannelAdvisor Account Screen. Alphanumeric, 30 positions; display-only. |
Offer |
The offer that controls pricing for ChannelAdvisor. You send pricing information to ChannelAdvisor through the CAPRICE periodic function. This offer should match the ChannelAdvisor SKU X-Ref Offer (L92). Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
The field label of the third price included in the price extract file by the CAPRICE periodic function. Upper and lower case. From the SKU Price, if any, for the specified offer; otherwise, from the Item Price for the specified offer. If there is no SKU Price or Offer Price for an item/SKU, this field is blank in the price file. Alphanumeric, 30 positions; required. |
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SO17_02 OMSCS 18.1 April 2019 OTN