5 Store Connect Overview

Purpose: Store Connect is a stand-alone Order Orchestration module whose screens enable store associates to process and fulfill delivery and pickup orders that are assigned to a store location by the Routing Engine.

Setting up data for Store Connect: See Setting Up Data for the Store Connect Module for information on the setup required in Order Orchestration before you can start using the Store Connect module.

Store Connect Basics

Overview: When you create a Store Connect system in your organization, locations assigned to that system are accessible to store associates for processing orders through the Store Connect user interface, provided the locations are flagged to support each type of orders at the Preferences screen.

How are Orders Assigned to Store Connect Locations?

The Routing Engine assigns orders to locations in the Store Connect system the same way as it assigns any other orders. The Order Orchestration preferences and fulfillment rules apply. For example, only locations flagged as Pickup Available at the Preferences screen are eligible to fulfill pickup orders.

Supported order types: Delivery, pickup, and ship-for-pickup orders are eligible for processing through Store Connect.

See the Order Orchestration Routing Engine Overview for background on order assignment.

Note:

Orders assigned to Store Connect locations should include the customer’s first and last name. If an order includes only the customer’s company name, store associates cannot search for the order by name at Store Connect screens.

Setting Up Store Associate Users for Store Connect

A store associate is a distinct type of user profile, with access to Store Connect screens. You assign each associate to one or more store locations. To use Store Connect, the user must be flagged as active and be assigned to at least one store location. See Setting Up Data for the Store Connect Module for more information on creating store associates.

Using the Store Connect User Interface

Store location login: The Store Associate can log into a single store location at a time. If the associate is assigned to more than one location, a window opens at login requiring the selection of the store where the associate is currently working.

Open orders only on order processing screens: Only open orders assigned to the current store location are displayed on order processing screens. Also, if any of the items on the order are not currently open, or are assigned to a different store location for fulfillment, these items are not displayed on order processing screens. For example, a pickup order includes an item that has been picked, and another item that has already been picked up by the customer. Only the picked item is displayed. Similarly, if a delivery order includes two order lines, one assigned to location A and the other assigned to location B, only the first item is displayed when the store associate is logged into location A.

All Orders option: Store Connect also provides an All Orders option, so that the associate can research all orders across the enterprise, regardless of status. Screens displaying order detail and history are available. The associate cannot process transactions for orders or lines that are not assigned to the associate’s current location.

Different screen sizes supported: The Store Connect user interface adapts to a standard laptop-sized screen, a tablet size, or a smaller, mobile phone size.

Logging into Store Connect

To log into Store Connect, a user must be:

• Created through the Identity Cloud User Synchronization job. See Setting Up Data for the Store Connect Module for more information.

• Flagged as Active at the Users screen.

• Assigned to at least one store location. See the Users screen.

The processing flows for each order type are described below.

Processing Flow for Delivery Orders

The screens that the associate uses to process delivery orders are described briefly below.

• New Orders: The New Orders screen is displayed when the store associate first logs in. This screen displays all orders that have been created in Order Orchestration, assigned to the associate’s current store location, and set to Polled status. The associate can accept one or more or orders at this screen for processing.

  Once the order is accepted, it is no longer displayed at the New Orders screen and is instead displayed at the Ready to Pick screen.

• Pick Orders: The Ready to Pick screen displays orders that have been accepted and are ready for picking. The associate can select an order to begin picking. At the Pick Order screen, the associate can indicate the picked quantity by increasing the units, or scanning the item barcode.

  Once a delivery order is fully picked, it is no longer displayed at the Ready to Pick screen and is instead displayed at the Ready to Ship screen.

• Ship Orders: The Ready to Ship screen displays both delivery orders and ship-for-pickup orders that have been picked. Provided the order is not under review, the associate can select an order to begin shipping. At the Ship Order screen, the associate needs to complete the Shipping Details based on whether ADSI or the Standard Shipping Service are enabled (normal shipping) or manual shipping are enabled for the store location at the Store Connect Preferences screen:

  • Normal shipping: If ADSI or the Standard Shipping Service are selected as the Shipping Service for the location at the Store Connect Preferences screen, the associate needs to:

    • Enter or confirm the package weight. If a weight was specified in the SubmitOrder request, it defaults.

    • Select the box size. If an irregular size is selected, the associate needs to specify the box’s length, width, and height.

    • Optionally, select a different carrier.

      Note:

      The length and weight units of measure defined at the Store Connect Preferences screen are displayed at the Ship Order screen.

    See the Manage External Services screen for information on configuring ADSI or the Standard Shipping Service, which can then be selected at the Store Connect Preferences screen.

  • Manual shipping: If manual shipping is selected as the Shipping Service for the location at the Store Connect Preferences screen, the associate may need to enter a tracking number based on the carrier settings and, optionally, change the carrier.

  When the associate confirms a shipment, in addition to updating the order and generating a shipment confirmation email to the customer if configured at the Email tab of the Store Connect Preferences screen:

  • A barcode shipping label is generated if the shipment uses ADSI or the Standard Shipping Service. Contact your Oracle representative for information on generating a shipping label if using the Standard Shipping Service.

  • The Pack Slip is generated if the Print Pack Documents setting at the Store Connect Preferences screen is Fulfillment.

  Once the order is fully shipped from the sourcing location, it is no longer displayed at any of the processing screens in Store Connect, although the associate can still display it through the All Orders screen.

  Additional options when shipping an order: In addition to the options described above for other processing steps, at the Ship Order screen the associate can:

  • Change to shipping the order manually, or revert to normal shipping (that is, ADSI or the Standard Shipping Service), if normal shipping was selected by default for the location.

  • Change to a partial shipment. The associate can then decrease the quantity of one or more order lines before confirming shipment.

  • Edit the shipping address. This step may be necessary if ADSI or the Standard Shipping Service returns an error.

Processing Flow for Pickup Orders

Standard processing flow: The screens that the associate uses to process pickup orders are described briefly below. Some of the steps in processing pickup orders are the same as those described above for delivery orders.

• New Orders: As described above, the associate can accept one or more or orders at this screen for processing.

• Pick Orders: The associate can select an order to begin picking. At the Pick Order screen, the associate can indicate the picked quantity by increasing the units, or scanning the item barcode.

  When the associate completes picking, a pickup order is ready for pickup, provided it is not under review. Also, the pickup ready notification email is sent to the customer, if configured at the Email tab of the Store Connect Preferences screen. If items are picked at different times, the email is generated as each item is picked and ready for pickup.

• Pick Up Orders: The Ready to Pick Up screen displays pickup orders that have been picked. Provided the order is not under review, the associate can select an order to begin confirming pickup. At the Pick Up Order screen, the associate can complete pickup of the order, or of one or more items on the order.

  Additional options when confirming pickup of an order: In addition to the options described above for other processing steps, at the Pick Up Order screen the associate can:

  • Change the order pickup date, if the customer needs more time.

  • Change to a partial pickup, if the customer is not prepared to pick up the entire order at once. Optionally, the associate can then revert to a full order pickup if needed.

Processing Flow for Ship-for-Pickup Orders

When the sourcing location differs from the pickup location: The screens that the associate uses to process ship-for-pickup orders are described briefly below. Some of the steps in processing ship-for-pickup orders are the same as those described above for delivery or pickup orders.

At the sourcing location:

• New Orders: As described above, the associate can accept one or more or orders at this screen for processing.

• Pick Orders: The associate can select an order to begin picking. At the Pick Order screen, the associate can indicate the picked quantity by increasing the units, or scanning the item barcode.

  When the associate completes picking for one or more items, the items are ready for shipping to the pickup location.

  Once the order is fully picked, it is no longer displayed at the Ready to Pick screen and is instead displayed at the Ready to Ship screen.

• Ship Orders: The Ready to Ship screen displays both delivery orders and ship-for-pickup orders that have been picked. The associate can select a ship-for-pickup order to begin shipping it to the pickup location. See Processing Flow for Delivery Orders, above, for more information on shipping options. The status of shipped order lines changes to Intransit and then automatically to Intransit Polled.

  Once the order is fully shipped, it is no longer displayed at any of the processing screens in Store Connect for the sourcing store location, although the associate can still display it through the All Orders screen.

The order is then in transit to the pickup location.

At the pickup location: Once the order is intransit from the sourcing location, it is displayed at the Ready to Receive screen at the pickup location.

• Receive Orders: At the pickup location, the Ready to Receive screen displays ship-for-pickup orders that are in transit from the sourcing locations. The associate can receive the order or, if necessary, fully or partially reject the order if, for example, one of the items was damaged in transit.

  Once the order is received, the pickup ready notification to the customer is generated, provided the order is not under review. If items are received at different times, the email is generated as each item is received and ready for pickup.

• Pick Up Orders: The Ready to Pick Up screen displays ship-for-pickup orders that have been received. Provided the order is not Under Review, the associate can select an order to begin confirming pickup. At the Pick Up Order screen, the associate can complete pickup of the order.

  Additional options when confirming pickup of an order: In addition to the options described above for other processing steps, at the Pick Up Order screen the associate can:

  • Change the order pickup date, if the customer needs more time.

  • Change to a partial pickup, if the customer is not prepared to pick up the entire order at once. Optionally, the associate can then revert to a full order pickup if needed.

When the sourcing location is the same as the pickup location: In this case, the processing flow is similar to a pickup order, as described above:

• The associate accepts the order.

• The associate picks the order once it is accepted. The status changes automatically from Picked to Received. At this time, provided the order is not under review, the pickup-ready email notification is generated and the order is ready for pickup.

Auto-Cancellation of Pickup or Ship-for-Pickup Orders

If Auto-Cancellation is enabled: If the organization is configured to support auto-cancellation of unclaimed pickup or ship-for-pickup orders, there are related screen and email differences in Store Connect:

• A Pickup By Date is assigned to each line on a pickup or ship-for-pickup order when it is picked, based on the Auto Cancel Days of Unclaimed Pickup Orders or the Auto Cancel Days of Unclaimed Ship For Pickup Orders defined at the Fulfillment tab of the Preferences screen.

• The associate can edit the Pickup By Date if, for example, the customer requests additional time to pick up the order.

• The Pickup Ready Notification to Customer (Pickup or Ship-for-Pickup Order) email and the Pickup Ready Reminder to Customer (Pickup Order) email, if configured at the Email tab of the Store Connect Preferences screen, indicate the Pickup By Date for each item.

Under Review? Even if a pickup order is under review, the Pickup By Date is still assigned.

Example: The organization is configured to set the Pickup By Date 7 days after the order is picked. A pickup order that is under review is picked on 8/1, and the Pickup By Date is set to 8/8. The under review setting changes on 8/3, and the customer is notified that the order is ready for pickup; but the Pickup By Date is still 8/8, which is 7 days from the original date when the order was picked, not from the date when the customer was notified.

If the order is set to under review after initially being ready for pickup, the reminder email is not generated. For example, this might happen if the credit card expired. If the Under Review flag is later cleared, the order is then eligible again for email generation.

For more information: See Auto-Cancel Unclaimed Orders for background on requirements, configuration, and process flow for auto-cancellation.

Additional Options and Information During Processing in Store Connect

New Orders screen: If Print Pick List Pull Sheet is selected at the Store Connect Preferences screen, Store Connect generates the pull sheet as an aide in picking the order(s). Also, if the Print Pack Documents setting at the Store Connect Preferences screen is Order Accept or Order Accept and Pick, the pack slip is also generated at this time.

Additional order information: Processing screens in Store Connect indicate if the order is:

• Under review: the words Under Review in red follow the order number.

• Assigned to an express shipper: indicated by the express shipping icon ().

• Not shipped for longer than the Order Age Hours defined at the Store Connect Preferences screen: indicated by red text and a triangle icon ().

Additional order options: At various order list and detail screens, the associate has the option to:

• Cancel the order: A cancel reason is required. Note that the pickup location for a ship-for-pickup order cannot cancel the order before receiving it.

• Reject the order: A reject reason is required. An associate can reject an order if, for example, the store is too busy. If a delivery order is rejected, or if a ship-for-pickup order is rejected from the sourcing location, the Routing Engine attempts to reassign (“reshop”) the order as it does any other order.

View Order screen: A View Order screen is available by selecting View at the New Orders, Ready to Pick, Ready to Ship, and Ready to Pick Up screens. While at the View Order screen, the associate can perform the next processing step for the order; for example, if the associate selects the View option for an order at the Ready to Ship screen, the Begin Shipping option is available at the View Order screen.

Additional Things to Note for all Order Types

Checking status before update takes place: Before any update to the order takes place, the system confirms that the order is still eligible for the selected update. For example, if the associate is ready to ship an order, but the order has been canceled since it was displayed on the Ship Order screen in Store Connect, the order is not updated to shipped, the Store Connect screen displays an error message, and the associate is returned to the Ready to Ship screen with the order no longer listed.

Split Orders?

If you have the Allow Split Order preference selected, and:

• If a single line on a split order is assigned to a Store Connect location, then only that line is visible in Store Connect.

• If more than one line on an order is assigned to a Store Connect location, then the store associate has the option to process the item separately. For example, an associate can reject a single item on an order and process the remaining item(s).

If you do not have the Allow Split Order preference selected, the associate cannot process items on an order individually. The items appear to be grouped together, and there is no option to process an update against a single line.

Viewing All Orders in Store Connect

The All Orders screen in Store Connect enables the store associate to view all orders, regardless of status or location assignment. From this screen, the associate can select:

• View Order History for an order to advance to the Order History screen, displaying all order history regardless of whether it is related to the current location.

• View for an order to advance to the View Full Order screen. This screen is similar to the View Order screen displayed through the processing steps described above, except that it is available regardless of order status, and displays all order lines, including those not assigned to the current store location.

  From the View Full Order screen, the associate can also process the order based on its current status if the order is assigned to the current store location. For example, if the order has been accepted at the current store location, the Begin Picking option is available.

Notifying Store Connect Locations about New Orders

Email notification: Order Orchestration generates the New Order Notification to Store Connect Location email when any orders are assigned, using the email address specified for the store location, if the Send New Order Notifications flag at the Email tab of the Store Connect Preferences screen is selected.

Store Connect Email Notifications Summary

A summary of the email notifications to store locations or the customer is provided in the table below.

Notification Type	Generated When:	Setup
Store Location Notifications		“From” email address: Set to [e-mail], and can also include an alias, if one is specified as the From Email Alias at the Event Logging screen.
New Order Notification to Store Connect Location)	An order assigned to the store location immediately changes status from New Order to Polled. See Notifying Store Connect Locations about New Orders for background.	Store location email address: From the Emails specified at the New Location or Edit Location screen.
Customer Notifications		“From” email: The “from” email address is set to [e-mail], and it can also include an alias if one is specified in the Cust Service From Email Address Alias field at the Email tab at the Store Connect Preferences screen. Logo: Displaying the logo at the top of emails to customers from the Logo URL specified at the Email tab at the Store Connect Preferences screen is not currently implemented. Email Notification API? Optionally, you can have the content for the three email types listed below available for retrieval through the Email Out API, so that you can use an external service to generate email as well as using a customized “from” email address. To use this option: Select an Email Generation Type of Standard Email Service next to the shipment confirmation, pickup ready notification, or pickup reminder email at the Email tab of the Store Connect Preferences screen. Use the Email Out API, described in the Web Services Guide on My Oracle Support (2953017.1). Note: The Email Out API requires OAuth authentication, set up through the Admin web service. See the Web Service Authorization screen.
Shipment Confirmation to Customer (Delivery Order)	The store associate confirms a shipment for a delivery order.	The Shipment Notification Email Generation Type at the Store Connect Preferences screen is set to System Generation HTML.
Pickup Ready Notification to Customer (Pickup or Ship-for-Pickup Order)	The store associate verifies that a pickup order is picked, or that a ship-for-pickup order is received, provided that the order is not under review. When the sourcing location is the same as the pickup location for a ship-for-pickup order, the notification can be generated when the order is picked. The email is generated each time an item on the order is ready for pickup. For example, if an item on a pickup order is picked on Tuesday, and another item is picked on Wednesday, the email is generated each time.	The Pickup Ready Notification Email Generation Type at the Store Connect Preferences screen is set to System Generation HTML.
Pickup Ready Reminder to Customer (Pickup or Ship-for-Pickup Order)	The Generate Pickup Ready Reminder Emails job generates these emails, provided the order is not under review.	The Pickup Ready Reminder Email Generation Type at the Store Connect Preferences screen is set to System Generation HTML.

New Order Notification to Store Connect Location

• Subject line: New Order Notification for Location [Location Code] - [Location Name]

  Sample contents:

  Store Location: [Location Name]

  New orders are ready to be fulfilled.

Setup: See Store Connect Email Notifications Summary.

Shipment Confirmation to Customer (Delivery Order)

Setup: See Store Connect Email Notifications Summary.

A separate confirmation email is generated for each shipment.

Note:

This email is generated only if the Email Generation Type for the Shipment Notification Email at the Email tab of the Store Connect Preferences screen is set to System Generated Email.

• Subject line: Your Order # [order number] Has Been Shipped

• Sample contents:

  
  
  

  Email contents:

  Sample email contents				Source
  Thank you for your order, BROWN CONSULTING, MARY BROWN. Your order number is 13462-001.				Customer first and last name (xom_customer table) Note: If there is no customer first and last name, then the company name is used. Order number (xom_order table)
  Customer Information BROWN CONSULTING, MARY BROWN 5085550100				Customer company, first name, last name, and day time phone number (xom_customer table)
  Shipping Information BROWN CONSULTING, MARY BROWN MS MARY BROWN, ESQ 1234 SAMPLE AVENUE ADDRESS LINE 2 ADDRESS LINE 3 ADDRESS LINE 4 WORCESTER, MA 01610 USA				Shipping address, including: company, first name, last name prefix, first name, last name, suffix address lines 1 - 4 city, state/province, postal code, country code (xom_shipping table; from the first shipping record for the order, if there is more than one)
  Order Summary				System product description (system_product table) Quantity, unit price (xom_item table); formatted based on the Data Formats defined for the organization Only items shipped at the same time are listed See Which currency symbols are supported in emails? for a list of supported currency symbols
  Item	Quantity	Unit Price	Price
  .25 OZ CLOVES	1	$0.95	$0.95
  MARJORAM	1	$9.50	$9.50
  BOX OF MINTS	1	$1.89	$1.89
  Tracking Information UPS: TRACKING_NUMBER				The carrier code and the tracking number, if any, entered manually or assigned through integrated shipping (ship_via and shipping_reference from the xom_status_history table)

Pickup Ready Notification to Customer (Pickup or Ship-for-Pickup Order)

Setup: See Store Connect Email Notifications Summary.

Generated when?

• Pickup order: The store associate confirms any items on a pickup order are picked, and the order is not under review.

• Ship-for-pickup order: If the sourcing location is:

  • Different from the pickup location, the email is generated when the store associate confirms any items on a pickup order are received, and the order is not under review.

  • The same as the pickup location, the email is generated when the store associate confirms any items on a pickup order are picked, and the order is not under review.

If Auto-Cancel Unclaimed Orders is enabled, the Pickup By Date is assigned when the order is picked, and is listed in the email.

Note:

• The Pickup Ready Notification to Customer (Pickup or Ship-for-Pickup Order) is generated only when a store associate picks a pickup order or receives a ship-for-pickup order through Store Connect. If the sourcing location for a ship-for-pickup order is the same as the pickup location, the email is generated when a store associate picks the order.

• The email is not generated for a pickup or ship-for-pickup order if the order is currently Under Review; however, Order Orchestration creates a record in the email_notification table, and when the Under Review flag is cleared, the email is eligible for generation. Regardless of whether the order is under review, if Auto-Cancel Unclaimed Orders is enabled, the Pickup By Date is still assigned at the time the order is picked.

Note:

This email is generated only if the Email Generation Type for the Pickup Ready Notification Email at the Email tab of the Store Connect Preferences screen is set to System Generated Email.

Contents:

• Subject line: Your Order Is Ready For Pickup

• Sample contents (auto-cancellation not enabled): The following sample illustrates the email contents for a pickup or ship-for-pickup order if Auto-Cancel Unclaimed Orders is not enabled.

Sample contents (pickup or ship-for-pickup order with auto-cancellation enabled): The following sample illustrates the email contents for a pickup or ship-for-pickup order if Auto-Cancel Unclaimed Orders is enabled.

Sample email contents				Source
Thank you for your order, MARY BROWN.				Customer first and last name (xom_customer table) If there is no customer first and last name, then the company name is used.
The following item(s) you ordered have been processed and are ready for pickup at the location you selected.				Standard text for a pickup order.
We will hold your order for pickup until the Pickup By Date specified for the items below.				Standard text for a pickup order. Included only if Auto-Cancel Unclaimed Orders is enabled.
Your order number is 13542-001.				Order number (xom_order table).
Customer Information SPROCKET HALL BAKERY, MARY BROWN 5085550100				Customer company, first name, last name, and day time phone number (xom_customer table).
Order Summary				System product, system product description (system_product table). Quantity, unit price (xom_item table); formatted based on the Data Formats defined for the organization. Only orders that are ready for pickup (status is Picked or Received) are listed See Which currency symbols are supported in emails? for a list of supported currency symbols. Pickup By Date: The Pickup By Date column is also included for an item on a pickup or ship-for-pickup order if this date was assigned because Auto-Cancel Unclaimed Orders is enabled.
Item	Quantity	Unit Price	Price
Dried marjoram 75 oz.	1	$ 9.50	$19.00
Whole cloves 1 oz.	2	$10.00	$10.00
Pickup Information Worcester Store Sample Street - 1234 1234 Sample Street Worcester, MA 01602 US 5085550100				Location name, code, street, apartment/suite, city, state/province, postal code, phone number, country code defined for the location in Order Orchestration.

Pickup Ready Reminder to Customer (Pickup or Ship-for-Pickup Order)

Setup: See Store Connect Email Notifications Summary.

Generated when? When the Pickup By Date is changed for a pickup or ship-for-pickup order (see If Auto-Cancellation is Enabled) or the Generate Pickup Ready Reminder Email job runs.

• Subject line: Your Order Is Ready For Pickup

• Sample contents: auto-cancellation not enabled): The following sample illustrates the email contents for a pickup or ship-for-pickup order if Auto-Cancel Unclaimed Orders is not enabled.

Note:

This email is generated only if the Email Generation Type for the Pickup Ready Notification Email at the Email tab of the Store Connect Preferences screen is set to System Generated Email.

Sample contents (pickup order with auto-cancellation enabled): The following sample illustrates the email contents for a pickup or ship-for-pickup order if Auto-Cancel Unclaimed Orders is enabled.

See the Pickup Ready Notification to Customer (Pickup or Ship-for-Pickup Order) for information on the data in this email.

Pick List Pull Sheet

Purpose: The associate in Store Connect can use the pick list pull sheet to pick items needed for orders.

Sample: The following table presents information in the base pick list pull sheet, generated if the Pick List Pull Sheet Form Store Connect preference is set to ob_pullsheet_report.

Language, date and time formats, and number formats are from the organization.

Generated when? The associate selects Accept & Print or Reprint Pack List for one or more orders, or items on an order.

Field	Description
Page heading
store location	The associate’s current store location.
organization name	The name of the organization.
user ID	The associate’s user ID.
generated date and time	The date and time when the associate generated the pick list pull sheet.
Pull sheet summary
Total Orders	The total number of separate orders to be picked.
Total Items	The total number of distinct items to be picked.
Total Units	The total number of units, for all items, to be picked.
Item totals
Item #	The system product code.
Item Description	The description of the item.
Pick Quantity	The total quantity needed to pick for all orders on the pick list pull sheet.
Notes	Space for the associate to enter notes about each item.
Order details
Order Type	Indicates the order type. Order sequence: Pickup orders are listed first, followed by delivery orders, and then ship-for-pickup orders. Orders requiring express shipment are listed before other delivery or ship-for-pickup orders. Within each of these groups, orders are in sequence based on order number (lowest to highest).
Order #	The order number assigned by the originating system.
Name	The sold-to customer’s name.
Item #	The system product code. Only order lines whose next action is Pick (Accepted status) can be included.
Item Description	The description of the item.
Quantity Needed	The total quantity of the item needed for this order.
Carrier	The code and description of the carrier to deliver the delivery or ship-for-pickup order. Listed as Pick Up for a pickup order.

Packing Slip

Purpose: The associate in Store Connect can use the packing slip to pick items for an order, to include when shipping a delivery order to the customer or a ship-for-pickup order to the pickup location, or to provide the customer with the items on a pickup or ship-for-pickup order.

Sample: The following table presents information from the base packing slip, generated if the Pack Slip Form Store Connect preference is set to ob_packslip_stc_report.

Language, date and time formats, and number formats are from the organization.

How to generate: See the Printing Preferences tab for details on when the pack slip is automatically generated at different processing stages, including order acceptance, picking, and fulfillment, as well as receiving or shipping ship-for-pickup orders.

Field	Description
Header information
Bar Code	A bar code of the order number, in Code 128 format. Includes an asterisk (*) at the end, indicating to accept the entry.
SHIP TO	The shipping address for the order is below the logo. Included only for delivery or ship-for-pickup orders. Includes: first name, middle initial, last name (delivery order) company (delivery order) or location name (ship-for-pickup order) first address line, including the apartment or suite, if any three additional address lines, if any city, state, zip code, and country For a delivery order, this is the customer’s name and shipping address. For a ship-for-pickup order, this is the name and address of the pickup location, as submitted by the originating system. For example, when the order originates from Order Administration, this is the name and address that defaults from the store cross reference, although it can be overridden at order creation in Order Administration System. Note that the pickup-ready email notification indicates the location name and address as specified in Order Orchestration.
SOLD TO	The customer’s address is below the SHIP TO, if any, on the left. Includes: first name, middle initial, last name company name first address line, including the apartment or suite, if any three additional address lines, if any city, state, zip code, and country
Message	The Delivery Pack Slip Message orPickUp Pack Slip Message, if any, is below the customer address.
Additional order summary information	To the right and below the order bar code.
Order type	Indicates the order type.
Printed Date	The current date when you generated the packing slip.
Order Date	The date when the order was created in Order Orchestration.
Order Number	The number assigned to the order by the originating system.
Carrier	The carrier specified at the order header. Included only for a delivery order.
Express Shipping	Indicates if the carrier for a delivery or ship-for-pickup order is flagged for express delivery.
Pick Up	Indicated for a pickup order.
Items
Item	The system product code. Note: If the item code is very wide, it may be truncated.
Description	Note: If the item description is very wide, it may be truncated.
Ship Qty	The quantity of the order line.
Price	No price prints for an order that is flagged as a gift.
Ext. Price	No extended price prints for an order that is flagged as a gift.
Bottom of page
Return Address	The name and address of the organization, including: organization name name of your location that originated the order first address line, including the suite, if any three additional address lines, if any city, state, zip code, and country Included only for a delivery order.

Localization Settings

The following table indicates the source of localization settings for Store Connect screens, reports, and emails. The currency is from the order.

See the Order Orchestration Routing Engine Overview for information on localization settings used Order Orchestration foundation, and see Supplier Direct Fulfillment Overview for information on localization settings used for Supplier Direct Fulfillment.

	Language	Data Formats
screens	locale appended to URL (for example, ?locale=fr)	store associate user; see the Users screen
forms	organization; see the Organization screen	organization
emails	organization	organization

Setting Up Data for the Store Connect Module

Purpose: Follow the steps below at Order Orchestration screens when completing data setup for the Store Connect module as part of Order Orchestration configuration.

Routing Engine setup required first: Complete the steps below after you have completed Setting Up Data for the Routing Engine Module.

Before you start: When setting up data, you typically log into Order Orchestration as the default admin user. If you are setting up data for an additional organization in Order Orchestration and are not using the default admin user login, you need full authority to all secured features based on the roles assigned to the user profile. See Roles and the Users screen for background.

Note:

To enable Store Connect, you need to select Use Store Connect at the Tenant (retailer information) screen.

In this topic:

• Create the Store Connect Default System.

• Create a location type for Store Connect locations.

• Create Store Connect locations.

• Set up preferences for Store Connect locations.

• Set up Store Connect preferences for your organization.

• Schedule the Generate Pickup Reminder Ready Emails job.

• Specify the logo to display in Store Connect.

• Create Store Connect users.

• Create reason codes.

• Create boxes.

• Set up carriers.

• Create external shipping services.

• Shipping Service Conversion (Confirm and Reconfigure shipping services after upgrading to Order Orchestration 21.1)

• Additional Integrated Shipping Setup and Troubleshooting

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 screen 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. Note: When creating the Store Connect system, you should not use a system code that begins with STC-, as these characters are used as part of the name for the user group in IDCS or OCI IAM. You can use STC_ (with an underscore rather than a hyphen) instead. 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 set up and use the Fulfilled Inventory Export at the Schedule Jobs screen.
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 Location Types in Modern View to advance to the Location Types screen. Enter a description of the location type in the Location Type Description field. The description cannot exceed 40 positions. Enter a code for the location type in the Location Type Code field. The code cannot exceed 10 positions. Select the correct category from the Category drop-down box. Typically, you would select a Category of 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. 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. Click New to advance to the New Location screen, and complete additional information about the location, such as the address. Enter 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 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.
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 an external service for shipment confirmation email notification return address, the types of email to generate, and whether to generate an HTML email or use the email API	If you are configuring Order Orchestration shipping for Store Connect for the first time, advance to the External Services screen and create each shipping service to be used in Store Connect. See Shipping Service Conversion, below, for information on the steps required when you update to Order Broker 21.1 or higher from a previous version where Store Connect was in use. 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. Important: Oracle staff need to make sure that any external URLs are added to the allow list. Set any of the email templates specified at the Email tab as needed. Also, if any of the email templates are specified, you can enter a Cust Service From Email Alias.
Schedule the Generate Pickup Reminder Ready Emails job.	Optionally, use the Schedule Jobs screen to schedule the Generate Pickup Reminder Ready Emails job.
Specify the logo to display in Store Connect.	Select Systems > Tenant to advance to the Tenant screen. Use the Tenant Logo field to specify the URL for the logo. Note: Oracle staff need to make sure that any external URLs are added to the allow list.
Create Store Connect users. About Store Connect users: A Store Connect user has authority only to Store Connect screens.	Use the Identity Cloud User Synchronization job to import users from IDCS or OCI IAM. Store Connect users need to have the OBCS_Store_User role assigned in IDCS or OCI IAM. See the Identity Cloud User Synchronization for more information. Assign locations: You can assign a store associate to locations, as well as changing the associate’s Active flag setting, through the Store Associate Location Assignment web service; see the Web Services Guide on My Oracle Support (2953017.1) for more information. A store associate must be assigned to at least one location in order to use Store Connect. You can also change these settings through the Users screen, or use this screen to edit other information about the store associate. Note: When you make any changes in IDCS or OCI IAM to an existing store associate’s user role, the changes do not take effect until the user logs in. For example, if the associate is currently logged into Store Connect and you remove the OBCS_Store_User role, the associate can continue working in the current, open session.
Create reason codes. About reason codes: You can set up reason codes that the associate uses: reject an order, or a line on an order cancel an order, or a line on an order	Advance to the Reason Codes screen in Modern View. 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.
Create boxes. 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.	Advance to the Boxes screen in Modern View. Select Boxes in Modern View. Enter the box name in the Name field. Box names can be 1 to 50 positions in length and must be unique in Order Orchestration. 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. Advance to the New Box window in Modern View. 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 window in Modern View for more information.
Set up carriers.	Use the Carriers screen in Modern View to review the carriers that associates can use to ship delivery orders, and confirm that each carrier is flagged to Display in Store Connect. Also, you can flag express carriers.
Create external shipping services.	Use the Manage External Services screen suite to create and manage shipping external services. You then use the Shipping tab of the Store Connect Preferences screen to assign shipping services at any level in the Store Connect hierarchy: the Store Connect system, a location type, or an individual store. See below for information on how existing shipping services are converted through the 21.1 update or higher.

Shipping Service Conversion

With the 21.1 update or higher, Order Orchestration provides a new External Services screen suite to create and manage external services. At this time, only shipping services are supported.

Replaces Store Connect Preferences settings: The shipping service information defined at these new screens replaces the configuration options that were formerly available at the Shipping tab of the Store Connect Preferences screen.

How existing shipping preferences map to new external shipping services: Existing JSON API or ADSI shipping services that were defined at the Store Connect Preferences screen in any organization prior to this release will automatically create external service records. You can then use the Manage External Services screens to review and update the external shipping service records. The settings are mapped as follows:

• JSON API settings entered at the Store Connect Preferences screen before this release create Standard Shipping Service records in the new screen suite.

• ADSI settings entered at the Store Connect Preferences screen before this release create ADSI Shipping Service records in the new screen suite.

• The External Service Type is always set to Shipping.

• The code used when creating each external service will be SHIP plus an incremental number. For example, the first external service record will be SHIP1, and the second will be SHIP2.

• The description assigned when creating each external service will be:

  • For ADSI: ADSI Shipping for ORG - ORG Description, where ORG is the organization code and ORG Description is the organization description.

  • For JSON API: Standard Shipping for ORG - ORG Description, where ORG is the organization code and ORG Description is the organization description.

• Active flag: Selected.

• Endpoint URL: From the Shipper URL defined at the Store Connect Preferences screen.

• Shipper Reference: From the Shipper Name defined at the Store Connect Preferences screen.

• Outbound Message Version: Set to 1 for a Standard Shipping Service. Not used for ADSI.

• Authentication Type: Set to the current Basic or OAuth setting for a Standard Shipping Service. Not used for ADSI.

• User ID: Set to the current User ID for a Standard Shipping Service that uses Basic authentication. Not used for ADSI.

• Password: Set to the current Password for a Standard Shipping Service that uses Basic authentication. Not used for ADSI.

• OAuth URL: Set to the current OAUTH URL for a Standard Shipping Service that uses OAuth. Not used for ADSI.

• Scope: Set to the current Scope setting for a Standard Shipping Service that uses OAuth. Not used for ADSI.

• Client ID: Set to the current Client ID for a Standard Shipping Service that uses OAuth. Not used for ADSI.

• Client Secret: Set to the current Client Secret for a Standard Shipping Service that uses OAuth. Not used for ADSI.

• Length Unit of Measure: Set to the current Length Unit of Measure for a Standard Shipping Service. For ADSI, defaults to Inches and cannot be changed. Can be Inches (default) or Centimeters for a Standard Shipping Service.

• Weight Unit of Measure: Set to the current Weight Unit of Measure for a Standard Shipping Service. For ADSI, defaults to Pound and cannot be changed. Can be Pound (default), Gram, or Kilogram for a Standard Shipping Service.

Note:

After advancing to this update, you need to:

• Review the external service records that were automatically created, and correct or delete them as necessary.

• Select the external service to use at the Shipping tab of the Store Connect Preferences screen, and set up the Shipping Label Return Address. See below for more information. These are now the only available options at the Shipping tab.

Additional Integrated Shipping Setup and Troubleshooting

Additional required setup: The setup required for integrated shipping in Store Connect also includes the following:

• return address: The Shipping Label Return Address specifies the location whose address is used as the return address on the shipping label, and should include:

  • contact name and company name
  • street address line 1
  • U.S. city, state/province, and postal code
  • phone number of 10 positions, plus any formatting (for example, [phone]). The store location phone number is used if there is not a day or evening phone number for the order shipping address.

  See the Edit Location screen for more information on setting up locations.

• Carrier codes: The service codes set up in the integrated shipping system should match the carrier codes set up in Order Orchestration. If the service codes include leading zeros, then the carrier codes must match; for example, 1 is not a match for 01.

  See Carriers screen in Modern View for more information on setting up carriers.

• Boxes: The dimensions of the box used with each shipment is required for all delivery orders using an integrated shipping system. When 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. See the Boxes screen in Modern View.

• originating address: The address of the fulfilling location is used as the originating address, and must include:

  • street address line 1
  • U.S. city, state/province, and postal code
  • phone number of 10 positions, plus any formatting (for example, [phone]).

  See the Edit Location screen for more information on setting up locations.

• allow list: If a store associate attempts to ship through integration with ADSI and the ADSI URL is not on the allow list, the Store Connect screen opens a pop-up window indicating an unhandled ADSI error. Also, an error message is logged.

Restrictions for integrated shipping:

• International shipping not supported: Shipping to addresses outside of the United States is not currently supported through integrated shipping screens in Store Connect.
• Address line and apartment/suite: Address line 2 cannot exceed 35 positions; also, the apartment/suite number is appended to address line 2. If the address line 2 exceeds 35 positions, ADSI truncates the line for a Federal Express carrier, and returns an error for a UPS carrier.

Note:

• Duplicate service codes: If you set up multiple service codes in ADSI for the same carrier, the first service code is used on the shipment regardless of whether it was the carrier selected for the order. For example, if you set up both service code 10 and service code 20 in ADSI as UPS Next Day, and the associate confirms the shipment using carrier 20, service code 10 is returned from the integrated shipping system.
• Rate shopping: If the associate confirms a shipment using a rate-shopping service code, and ADSI returns a code that is not currently a valid carrier in Order Orchestration, Order Orchestration automatically creates the carrier code.