Flag a system as the organization default

Select the Organization Default flag and click Save. When you select this flag for a system, it clears the flag for the system that was previously the organization default. See the description of the Organization Default flag for background.

flag a system as the vendor default for the organization so that you can create vendors for the organization

(Supplier Direct Fulfillment module only)

Select the Vendor Default flag and click Save.

An organization can have only one vendor default system. Once you flag a system as the vendor default for an organization, you cannot change the vendor default assignment to a different system.

It is not necessary to specify any additional information for the vendor default system besides the organization, name, and this flag.

Configure a system for a direct database connection for product-related imports (for example, CWSerenade)

(Order Broker only)

1.      Select the Online flag to display the remaining fields in the Inventory tab.

2.      Select a Connection Type of Direct DB.

3.      Complete the System fields:

•         Optionally, enter the number of seconds to wait for a database connection in the Wait Time field.

•         Enter the name of the database server in the Server field.

•         Enter the name of the system’s database in the Database field.

•         Enter valid login information in the User ID and Password fields.

4.      Click Save.

For more information: See Configuring System Connections for Supported Integrations (Order Broker) and Direct Database Import for more background.

Note:             If the system will not be an online system for the purposes of real-time inventory inquiries, but still needs the direct database connection setup for the product import process, complete the following additional steps:

1.      Click the system code again at the Systems screen to return to the System screen.

2.      Unselect the Online flag. The remaining inventory fields are no longer enterable, but the values are retained.

3.      Click Save.

Configure a system for a RESTful web service connection for product-related imports

(Order Broker only)

1.      Select the Online flag to display the remaining fields in the Inventory tab.

2.      Select a Connection Type of URL.

3.      Enter the URL where Locate should post the RESTful request messages.

4.      Click Save.

For more information: See RESTful Data Import in the overview for more background.

Configure a system to use an integration program for product-related imports (for example, CWDirect)

(Order Broker only)

1.      Select the Online flag to display the remaining fields in the Inventory tab.

2.      Select a Connection Type of Interface Pgm.

3.      Complete the System fields:

•         Optionally, enter the number of seconds to wait for a database connection in the Wait Time field.

•         Enter the name of the database server in the Server field.

•         Enter the name of the system’s database in the Database field.

•         Enter valid login information in the User ID and Password fields.

4.      Complete the Class field. This field is typically set to com.mr.locate.integration.impl.OnlineBatchProductCWDirectImpl for integration with CWDirect.

5.      Click Save.

For more information: See Configuring System Connections for Supported Integrations (Order Broker) and Direct Database Import for more background.

Note:             If the system will not be an online system for the purposes of real-time inventory inquiries, but still needs the interface program setup for the product import process, complete the following additional steps:

1.      Click the system code again at the Systems screen to return to the System screen.

2.      Unselect the Online flag. The remaining inventory fields are no longer enterable, but the values are retained.

3.      Click Save.

Configure a system to require a status update before flagging an order as Polled

(Order Broker only)

1.      At the Fulfillment tab, select the Require Status Update flag.

2.      Enter the number of Polling Retries indicating how many times to include an order in the fulfillment response message to a fulfilling location before it is included in a notification email to the system administrator. You can enter any number from 1 to 99.

3.      Optionally, enter one or more email addresses in the System Ops Email field to receive the Order Broker Polling Status Email. If you enter multiple email addresses, separate each with a semicolon (;). Locate verifies that the email addresses you enter are formatted correctly.

4.      Click Save.

For more information: See Require Status Update for Assigned Orders? for a discussion.

Note:             This setting does not apply to Store Connect locations, which do not use the fulfillment request and response message.

Configure a system so that the Order Broker does not assign a rejected retail pickup or delivery order to another location within the system

(Order Broker only)

At the Fulfillment tab, select the Disallow shopping within same system flag and click Save.

Configure a system to subtract the total reserved quantity when calculating the effective available quantity of an item in a location

(Order Broker only)

You can configure a system so that, when Locate determines the current available quantity of an item in a location, it subtracts the total quantity currently reserved for orders from the reported available quantity in order to determine the effective available quantity. This calculation helps you prevent overcommitting the inventory for the location.

Example:                    The available quantity reported by a system for a product location is 37; however, the location is assigned to fulfill an order for 4 units, and the order is in new_order status, indicating that the location has not yet polled for new orders and been notified of this order assignment. As a result, the effective available quantity is actually 33 (37-4). You can configure the system to consider order lines in new_order status as reserved, and subtract the total quantity of order lines in this status from the reported available quantity to determine the effective available quantity for a fulfilling location.

To configure the system for reserved quantity calculation:

1.      At the Reservation tab, select the Include Reserved flag to make the Reserved Statuses flags available for selection.

2.      Select each status that should be considered reserved, indicating that order lines in this status should be subtracted from the available quantity to avoid overcommitting the inventory.

3.      Click Save. The screen displays a message indicating that it is updating the reserved quantities based on your selection. The number of product locations affected by the update determines how long this calculation takes to complete.

Note:             Processing the update does not affect any existing orders that are already assigned to a location for fulfillment. For example, an order is currently assigned to a location whose on-hand quantity of an item is 5. After processing the update, the on-hand quantity of the item is now -1. However, the order remains assigned to the location and is not automatically rejected.

For more information: See Calculating the Available to Promise Quantity for an overview.

Prevent the Order Broker from assigning retail pickup and delivery orders to another location in the originating system

(Order Broker only)

You can configure a system so that, when a retail pickup or delivery order originates in a location within that system, the Order Broker does not assign the order to another location that is also within the system.

Example:  System A includes locations DC1 and DC2, both distribution centers for the same enterprise sharing the same order database. When DC1 submits a delivery order, you do not want that order assigned to DC2.

Note:             This setting also prevents the locate items response from including locations within the system submitting the request.

To prevent order assignment to a location within the system:

1.      At the Fulfillment tab, select the Disallow shopping within same system flag.

2.      Click Save.

For more information: See the Disallow shopping within same system flag.

Configure a system for Locate to obtain changes to inventory levels and calculate the probable available quantity for product locations

(Order Broker only)

Note:  This information is available for your ecommerce site.

You can configure a system, such as Xstore, to run the ecommerce update program in which:

•         Locate calls a stored procedure on the system’s database to retrieve the current on-hand quantity just for those product locations that have changed since the last time the update ran

•         Locate calculates the probable quantity available for each product location after factoring in reserved quantity, any quantity recently fulfilled in a Store Connect location, and Ecommerce Rules, so that the information is available for your ecommerce site

Example:  Your ecommerce site needs to display the most accurate inventory information for product locations in Xstore. The update process in Locate calls a stored procedure on the Xcenter database, and retrieves current inventory levels for all product locations that have changed since the last updated date and time in Locate. Locate then subtracts the current reserved quantity, applies ecommerce probability rules, and stores the resulting quantity in the probable quantity field in the product_location table. Your ecommerce system can then retrieve this quantity and display it on your ecommerce site.

Ecommerce rules: See the Ecommerce Rules screen for background.

Prerequisites: Before you configure and enable ecommerce updates for a system:

•         The Database Information on the Inventory tab must be complete, although it is not necessary to flag the system as Online.

•         The sp_ml_ecommerce stored procedure must be installed on the system’s database.

Which systems support the update for ecommerce? The sp_ml_ecommerce stored procedure is supported in Xstore 6.0 and higher. Contact your MICROS representative if you need to configure another system to support the stored procedure.

Configuration at this screen:

1.      At the Ecommerce tab, unselect each day of the week when you don’t want to run the update for ecommerce. When you first advance to this tab, all days are selected by default. At least one day is required.

2.      In the Time field, enter each time on each selected day when the update should run. Your entry must be in HH:MM format using 24-hour time. If you enter multiple times, separate each with a comma. At least one time is required.

3.      Select the Enabled flag. Locate confirms that you have selected at least one day and entered at least one valid time, and that the Database Information on the Inventory tab is complete.

4.      Optionally, select the Run Now flag to run the update immediately.

5.      Click Save.

For more information: See Location Inventory Updates for Ecommerce in the Operations Guide for a process overview, message formats, and error handling.

Configure a system for Locate to process changes to inventory levels and calculate the probable available quantity for product locations based on information in a database load table (import only)

(Order Broker only)

Note:  This information is available for your ecommerce site.

In addition to the extract and import described under Configure a system for Locate to obtain changes to inventory levels and calculate the probable available quantity for product locations, you can also run an ecommerce update program in which:

•         Locate uses the information in the product_location_load_ecommerce table to obtain updated inventory information, and does not extract the information from the remote system

•         Locate calculates the probable quantity available for each product location after factoring in reserved quantity, any quantity recently fulfilled in a Store Connect location, and Ecommerce Rules, so that the information is available for your ecommerce site

Example:  Your ecommerce site needs to display the most accurate inventory information for product locations in Xstore. The update process in Locate updates product locations based on the information in the product_location_load_ecommerce table. Locate subtracts the current reserved quantity, applies ecommerce probability rules, and stores the resulting quantity in the probable quantity field in the product_location table. Your ecommerce system can then retrieve this quantity and display it on your ecommerce site.

Ecommerce rules: See the Ecommerce Rules screen for background.

Import only: To set up the system to load updates from the product_location_load_ecommerce table, select the Import Only flag at the Ecommerce tab.

Information in the load table: The layout of the product_location_load_ecommerce table is the same as the product_location_load table. See that table for field descriptions.

All load records processed: When the ecommerce update program runs with the Import Only flag selected, it processes all records currently in the load table, regardless of whether they are associated with the system submitting the program.

For more information: See Location Inventory Updates for Ecommerce in the Operations Guide for a process overview.

Flag a system as the Store Connect default

(Store Connect module only)

•         Select the Store Connect Default flag.

•         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.

About the Store Connect system:

•         Locations associated with the Store Connect system are eligible for assignment to store associates, who can log into the Store Connect module to work with orders assigned to these locations.

•         Orders assigned to these locations are ordinarily updated by store associates working through the Store Connect screens rather than through XML messages.

•         Store Connect locations do not poll for newly assigned orders; instead, a background job updates new orders to polled status, making the orders available for store associates to work with, based on your settings at the Store Connect Preferences screen.

•         Locate generates email notifications to store locations associated with this system when new orders are ready for processing.

For more information: See the Store Connect Overview for background.

Note:  Once you create any locations for the Store Connect system, you cannot change the setting of this flag for the Store Connect system or for any other systems in the organization.

Schedule the Store Connect Inventory Export

•         For a system whose Store Connect Default flag is selected, select the Inventory Export tab.

•         Use this tab to specify the days and times when the Store Connect Inventory Export should run.

•         Click Save.

Note:  You can also run the export on demand by selecting the Run Now option.

Require Status Update at the System screen in Locate:

selected; also, complete the Polling Retries and System Ops Email fields

unselected

Re-polling for Orders Brokered to Serenade or Re-polling for Orders Brokered to CWDirect system control value in CWSerenade or CWDirect (labeled Re-polling at the Order Broker Values (K15) screen):

selected

unselected

Organization

See organization.

System

See system. The system code can be 1 to 10 positions in length, can include special characters, and must be unique in Locate. Required if you are creating a system; otherwise, display-only.

CWSerenade or CWDirect integration: The code representing the CWSerenade or CWDirect system must match the setting of the Locate System (K50) system control value. However, names for systems do not need to be the same as the CWSerenade or CWDirect company descriptions.

System fields

Name

The Name of a system. System names can be 1 to 40 positions in length and can include special characters. Required.

Organization Default

Select this check box to flag the system as the default system for the organization. Products in Locate can have relationships with every integrated system, but they are defined by the default system. You should load the Locate database with the default system’s products first, and then create system products for each additional integrated system.

An organization can have only one default system.

First system created: The Organization Default flag is selected when you create the first system for an organization, and the flag cannot be unselected at this time. To designate a different system as the default, you need to create another system and flag that system as the default; this unflags the first system.

Vendor Default

Select this checkbox to flag the system as the vendor default for the organization. A vendor default system is required before you can create any vendors for the organization.

An organization can have only one vendor default system. When you select this flag for a system, it clears the flag for the system that was previously the vendor default.

It is not necessary to specify any additional information for the vendor default system besides the organization, name, and this flag.

Used for the Supplier Direct Fulfillment module only.

Store Connect Default

Select this checkbox to flag the system as the Store Connect system.

About the Store Connect system:

•         Locations associated with the Store Connect system are eligible for assignment to store associates, who can log into the Store Connect module to work with orders assigned to these locations.

•         Orders assigned to these locations are ordinarily updated by store associates working through the Store Connect screens rather than through XML messages.

•         Locations for the system in the settings you set up through the Store Connect Preferences screen.

•         Store Connect locations do not poll for newly assigned orders; instead, a background job updates new orders to polled status, making the orders available for store associates to work with. Your settings at the Store Connect Preferences screen control when the orders are updated to polled status.

•         Locate generates an email notification to the store location when new orders are polled.

•         Optionally, Locate generates pickup-ready notification emails to customers for pickup orders or shipment notification emails for shipped delivery orders.

•         The Inventory Export tab is available at the System screen, so you can run the Store Connect Inventory Export to the system, and include each product location in the export.

•         Locate tracks the Fulfilled Quantity for each product location, and clears this quantity when you run the inventory export.

For more information: See the Store Connect Overview for background.

Note:  Once you create any locations for the Store Connect system, you cannot change the setting of this flag for the Store Connect system or for any other systems in the organization.

Used for the Store Connect module only. Available if Use Store Connect is selected at the Tenant screen.

Inventory tab

Available only with the Order Broker module.

Online

Select this check box to indicate that this is an online system. An online system is one that is connected with Locate so you can use the import process.

About online processing: If Locate is unable to retrieve an interactive update from the system, it uses the available quantity stored in the Locate database (offline inventory). This available quantity is updated either through a recent online inventory inquiry, or through the most recent inventory download from the system. Typically, inventory levels in the Locate database are updated daily, or whenever scheduled by your systems administrator. See Example: Searching for Items for more information.

Offline system: If the check box is not selected, this is on offline system. An offline system is one which Locate does not query interactively for current inventory levels when it receives a locate items request; instead, it relies on the available quantity stored in the Locate database (offline inventory). Typically, inventory levels in the Locate database are updated daily, or whenever scheduled by your systems administrator.

Changing to offline: You can temporarily change a system from online to offline if:

•         you know that communication with the system will not be available and you would like to avoid unnecessary processing time for locate items requests; or,

•         you are setting up the system for the full product import (extract and import) and are not using real-time inventory inquiry requests.

When you clear the checkbox, the database information or URL is retained so that you will not need to specify it again if the system goes back online.

Changing to online: When you change a system to online, you need to specify the Database Information or URL, described below.

For more information: See Configuring System Connections for Supported Integrations (Order Broker) and Setting Up Data for the Order Broker Module for more information.

Connection Type

For an online system, select:

•         Direct DB to have Locate run a stored procedure over the remote system’s database to retrieve product, inventory, and product location attributes, as well as retrieving product inventory updates in real time. In this case, you need to complete the Database Information or Interface Information.

•         URL to have Locate send a RESTful service call to the remote system for product, inventory, and product location attributes. You might use this setting if Locate cannot run a stored procedure over the remote system’s database, such as when Locate is running in the cloud. In this case, you need to complete the URL.

•         Interface Pgm to have Locate run an interface program, specified in the Class field, to extract and import product, inventory, and product location attributes from the remote system, as well as retrieving product inventory updates in real time. In this case, you need to complete the Database Information or Interface Information.

For more information: See Importing Items/Products, Inventory, and Attributes into the Locate Database in the overview.

URL

The URL where Locate should send RESTful service requests to a remote, online system for product, product inventory, and product attribute information, both through the scheduled system import and through real-time inventory updates.

This field is available and required only if the Connection Type is set to URL.

Note:  The availability request messages generated to the specified URL are logged in the JSON.log file if the Order Broker Request/Response setting at the Event Logging screen is set to Everything.

Database Information or Interface Information

The remaining fields on the Inventory tab enable Locate to extract and import products, system products, and product locations using the full import process (extract and import), when the Connection Type is set to either Direct DB or Interface Pgm. It is also required if you use the interim inventory update process to make inventory levels available for your ecommerce site and do not use the pipe-delimited file option; see Configure a system for Locate to obtain changes to inventory levels and calculate the probable available quantity for product locations for configuration steps, and see Location Inventory Updates for Ecommerce in the Operations Guide for a process overview.

Displayed and required when? With the exception of the Wait Time, these fields are displayed only if the Online setting is selected and the Connection Type is Direct DB or Interface Pgm, and required if the Online flag is selected. The Wait Time is required for any online system.

Wait Time

Defines:

•         Direct DB or Interface Pgm: The number of seconds to wait for connection to the online database before timing out and using offline inventory information from the Locate database. Defaults to 0 (do not time out).

•         URL: The number of seconds to wait for a response to the RESTful service requests to a remote, online system for an interactive product availability update. The wait time does not apply to product, product inventory, and product attribute imports, only to interactive availability requests. Default to 30 seconds.

This field is required if the Online flag is selected. If this field is set to 0, the system never times out.

Query Time Out

The number of seconds to wait before a database query against the system’s database, such as a full import process, times out. If the Query Time Out is 0, a query never times out.

This field is available only if the Connection Type is Direct DB or Interface Pgm, and required if the Online flag is selected.

Server

The name of the server where the system’s database is located. In the case of a database on the iSeries, this is the name or IP address of the iSeries. Up to 51 positions.

This field is available only if the Connection Type is Direct DB or Interface Pgm, and required if the Online flag is selected.

Database

The name of the database. In the case of a CWDirect database, this is the CWDirect database library, as specified in the Data Base Library (A37) system control value. Up to 51 positions.

This field is available only if the Connection Type is Direct DB or Interface Pgm, and required if the Online flag is selected.

User ID

A valid user ID with access to the database server or iSeries. Your entry is masked on the screen and encrypted in the database.

This field is available only if the Connection Type is Direct DB or Interface Pgm, and required if the Online flag is selected.

Password

The valid password for the user ID. Your entry is masked on the screen and encrypted in the database.

This field is available only if the Connection Type is Direct DB or Interface Pgm, and required if the Online flag is selected.

Note:  If this system’s database is on the same database server as Locate, then Locate’s user ID and password are used instead of the system’s.

Class

The interface program that retrieves product-related information from the system’s database. Typically set to com.mr.locate.integration.impl.OnlineBatchProductCWDirectImpl for integration with CWDirect.

This field is available only when the Connection Type is set to Interface Pgm, and required if the Online flag is selected.

Fulfillment tab

Use these fields when the Order Broker continues to include a new order in the fulfillments response to the assigned fulfilling location until the location sends a status update. See Require Status Update for Assigned Orders? for a discussion.

CWSerenade setup: If you send orders to CWSerenade warehouses for fulfillment, check CWSerenade or CWDirect System Setup for Polling for more information.

Available only with the Order Broker module.

Require Status Update

Indicates whether to automatically flag an order or line as Polled when it is included in the fulfillment response message, or to continue including it in the fulfillments response message until the assigned location sends a status update message accepting the order:

Selected = Locate continues to send an order or line in the fulfillments response message when the assigned fulfilling location polls for new orders until the order is flagged as polled:

•         The order is flagged as polled when the location sends a status update message to with a status of polled (any order type) or accepted (any order type except ship-to-store orders).

•         Locate uses the order’s or line’s Poll Count field to track the number of times it has been included in the fulfillments response message.

•         When the order’s or line’s Poll Count exceeds the Polling Retries specified for the system, Locate includes the order in the Order Broker Polling Status Email sent to the System Ops Email specified for the system. Each item’s current Poll Count is indicated on the Order screen.

Unselected (default) = Flag the order or line as Polled when it is included in a fulfillment response message to the location; do not include the order or line more than once.

Note:  This setting does not apply to Store Connect locations, which do not use the fulfillment request and response message.

Polling Retries

The number of times to include the order or line in a fulfillment response message before including the order in the Order Broker Polling Status Email.

If the Require Status Update flag is:

•         Selected: You can enter any number from 1 to 99

•         Unselected: Enter 0

Required.

Locate tracks the number of retries in the Poll Count field at the Order screen.

Note:  This setting does not apply to Store Connect locations, which do not use the fulfillment request and response message.

Disallow shopping within same system

Indicates whether the Order Broker should assign a retail pickup or delivery order to another location in the same system.

If the Disallow shopping within same system flag is:

•         Selected: The Order Broker does not assign an order to another location within the same system that submitted the order. The order can be assigned to a location in a different system, based on the rules set up at the Preferences screen; otherwise, it is unfulfillable. Also, the locate items response does not include any locations within the system submitting the request, unless the requested location is within the same system.

Note:  If the submit order message specifies a location within the same system, the order is created in the specified location regardless of the setting of this flag.

•         Unselected (default): The Order Broker can assign the order to another location within the system, based on the rules set up at the Preferences screen. Also, the locate items response can include locations within the system submitting the request.

When to disallow shopping? You might use this field to disallow shopping if your OMS system, such as CWSerenade, supports multiple warehouses and each warehouse is represented as a separate location in Locate.

Use Duplicate Order Checking

Select this flag to have the Order Broker return an error when it receives a SubmitOrder message from the system for a retail pickup, delivery, or pickup order that has the same order_id and line number (from the line_item_no attribute for the transaction_detail) as an existing retail pickup, delivery, or pickup order from the system.

This setting does not apply to ship-to-store orders.

Examples:

• Duplicate order, multiple duplicate lines: The system submits a retail pickup order with order number 12345 and lines 1 and 2. The system then submits another retail pickup order 12345 with lines 1 and 2. Result: The Routing Engine returns an error indicating that line 1 is a duplicate. Line 2 is not mentioned in the error, because the Routing Engine stops evaluating once it finds the first duplicate line.

• Same order number, different line numbers: The system submits a delivery order with order number 23456 and lines 1 and 2. The system then submits a delivery order 23456 with line 3. Result: The Routing Engine creates the order without error, since there are no duplicate lines for the order number.

• Ship-to-store order: The system submits a ship-to-store order with order number 34567 and lines 1 and 2. The system then submits an order (of any type) with the same order number and line numbers. Result: The Routing Engine creates the order without error, since ship-to-store orders are not included in duplicate order checking.

• Same order number, different system: The system submits a pickup order with order number 45678 and line 1. An order number 45678 also exists for another system. Result: The Routing Engine creates the order without error, since duplicate order checking applies only within the system.

• Duplicate system product code, no duplicate line number: The system submits a delivery order with order number 56789 with system product AB123 on line 1. The system then submits a delivery order with order number 56789 with system product AB123 on line 2. Result: The Routing Engine creates the order without error, since it does not check the system product code for duplicates.

• Same order and line number, different order type: The system submits a delivery order with an order number 67890 and line 1. The system then submits a retail pickup order with an order number 67890 and line 1. Result: The Routing Engine returns an error indicating that line 1 is a duplicate, regardless of the fact that the order types are different.

Note: The Routing Engine does not evaluate any other information on the order, such as product code, quantity, or customer name and address, when checking for duplicates. The check takes place only during the SubmitOrder process, and only for the system originating the order. The duplicate order check applies regardless of the version specified in the SubmitOrder message.

Leave this flag unselected to have the Routing Engine create orders without error, even if the order and line number(s) are the same as existing orders for the originating system.

System Ops Email

The email address where Locate should send the notification email listing orders that have not been acknowledged after the number of Polling Retries has been reached.

If you enter multiple email addresses, separate each with a semicolon (;). Locate verifies that the email address you enter are formatted correctly.

Optional, even if the Require Status Update flag is selected.

Reservation tab

Use this tab to indicate the order or order line statuses to subtract from a location’s available quantity in order to determine the quantity that is actually available to fulfill new orders.

Typically, the reserved statuses for a Store Connect system are New Order, Accepted, Picked, and Polled.

Available only with the Order Broker module.

Include Reserved

Select this check box to have Locate subtract reserved order lines from the reported available quantity for a product location. This calculation helps you prevent overcommitting inventory when assigning orders, responding to locate items requests, or evaluating selected fulfilling locations.

If this check box is selected, the Reserved Statuses listed below are available for selection. Once you select any statuses and click update, Locate calculates the total reserved quantity for each product location in the system currently assigned to any selected status.

For more information: See Calculating the Available to Promise Quantity for an overview.

Reserved Statuses

These statuses are available for selection if you select the Include Reserved checkbox. Select each status that indicates that inventory is reserved for an open order line and should not be assigned to new orders or listed in the LocateItems response message.

For more information: See Calculating the Available to Promise Quantity for an overview.

Possible statuses are:

•         New_Order

•         Accepted

•         Canceled

•         Picked

•         Fulfilled

•         Unfulfillable

•         Polled

•         Processed

•         Verified

•         Intransit

•         Received

•         Partially Fulfilled

Typically, reserved statuses for your Store Connect system are New_Order, Accepted, Polled, and Picked.

Ecommerce tab

Use this tab to configure a system for inventory update for ecommerce, which includes the following steps.

1. Obtain updated inventory information: 

•         If the Import Only flag is unselected, Locate uses a stored procedure to obtain updated inventory information for product locations that have changed since the last inventory import from the remote system, such as Xstore.

•         If the Import Only flag is selected, Locate uses the records in the product_location_load_ecommerce table to update product locations.

•         After importing the information, Locate subtracts the current reserved quantity (and any recently fulfilled quantity, if this is the Store Connect system) and applies current ecommerce probability rules to all product locations for the system in order to recalculate the probable quantity field in the product_location table.

2. Information available to ecommerce system: Your ecommerce system can then retrieve this updated probable quantity and display it on your ecommerce site.

Ways the ecommerce system can retrieve inventory: The ecommerce system can retrieve the updated inventory information through one of the following methods:

•         stored procedure: If Locate is running on premises, the ecommerce system can run a stored procedure over the Locate database to extract the information.

•         pipe-delimited file: Regardless of whether Locate is running on premises or in the cloud, the ecommerce system can send Locate a request message for current inventory information. Locate responds to the message and generates a pipe-delimited file containing the requested inventory information, making the file available at the STC Export folder specified at the Tenant screen.

For more information: See Configure a system for Locate to obtain changes to inventory levels and calculate the probable available quantity for product locations for instructions on completing this tab, including prerequisites, and see Location Inventory Updates for Ecommerce in the Operations Guide for a process overview, background, and details.

Available only with the Order Broker module.

Enabled

Select this option to enable the ecommerce update program to run on schedule. Locate runs the update on the selected day(s) of the week at the specified time(s).

Import Only

Select this option to run or schedule the standard ecommerce import. The standard import does not extract information from the remote system; instead, it processes only those records that have been loaded into the product_location_load_ecommerce table. See Location Inventory Updates for Ecommerce in the Operations Guide for a process overview, background, and details.

Run Now

Select this option to run the ecommerce update program immediately, provided you have completed the requirements described under Configure a system for Locate to obtain changes to inventory levels and calculate the probable available quantity for product locations or Configure a system for Locate to process changes to inventory levels and calculate the probable available quantity for product locations based on information in a database load table (import only).

Schedule Interval

Day of Week

The day(s) of the week when Locate should run the ecommerce update program.

When you first advance to this tab, each day of the week is selected. Select or unselect days to control when the program runs. At least one day is required if the Enabled option is selected.

The program can run only if you have completed the requirements described under Configure a system for Locate to obtain changes to inventory levels and calculate the probable available quantity for product locations.

Time

The time, in 24-hour HH:MM format, when the program should run on each selected day of the week. At least one time is required if the Enabled option is selected. Separate multiple times with commas.

Next Run

The next date and time when the program is scheduled to run. This information is updated only if the Enabled option is selected. MM/DD/YYYY HH:MM AM or PM format.

Last Run

The most recent date and time when the program ran. The user ID indicated is always Admin, even if a user ran the process on demand from this screen. Date and time are in MM/DD/YYYY HH:MM AM or PM format.

Last Updated

The most recent date and time when the schedule for the ecommerce update program was updated, and the user ID of the person who performed the update. Date and time are in MM/DD/YYYY HH:MM AM or PM format.

Inventory Export tab

Use this tab to set up an inventory export for the Store Connect Default system, or to run the export on demand.

This tab is available only for a system flagged as the Store Connect Default for the organization.

For more information: See Store Connect Inventory Export for details.

Enabled

Indicates whether Locate should automatically run the export process based on the schedule defined at this screen.

Run Now

Select this flag to run the export process on demand. The process runs after you click Save, and then click OK at the confirmation window.

Schedule Interval

This information is stored in the system_export table.

Day of Week

Use these fields to select the day(s) of the week and the time of day to have Locate run the export process:

•         Day: Select one or more days of the week (Sunday through Saturday).

•         Time: Enter the time to begin the export process for all selected days.

Last Run

Includes:

•         The last date and time when the export process ran, either because it was scheduled or you ran it on demand.

•         The user ID of the person who last run the export. Set to Admin if the export ran when scheduled.

Last Updated

Includes:

•         The last date and time when you updated the information at this screen.

•         The user ID of the person who last updated the information at this screen.

Location code

The code identifying the Store Connect location that shipped the delivery order, or where the pickup order was picked up.

Order type

Either DELIVERY or PICKUP.

Order number

The number or code identifying the order in the originating system.

System product code

The number or code identifying the item in the Store Connect system.

Quantity fulfilled

The quantity of the item shipped or picked up.

Unit price

The unit price of the item on the order.

Date and time

The date and time when the item was shipped or picked up. YYYY-MM-DDTHH:MM:SS:XXX format, where XXX is milliseconds (for example, 2014-05-19T16:15:34.710).