Setting Up Data for the Store Connect Module

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

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

Note:

Store Connect does not support partial status updates based on the Allow Partial Updates setting at the Preferences screen.

Before you start: When setting up data, you typically log into Order Broker as the default admin user. If you are setting up data for an additional organization in Order Broker 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 the Role Wizard and the User Profile Configuration screen for background.

In this topic:

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 Locations > Location Types to advance to the Location Types screen. If necessary, select your organization from the Organization drop-down box. Enter a code to represent the location type in the Type field. The code cannot exceed 10 positions. Enter a name for the location type in the Name field. The name cannot exceed 40 positions. Select the correct category from the Category drop-down box. Typically, you would select a Category of S - Store to identify the store locations. Click New.
Create Store Connect locations. Required? This step is required if your Store Connect locations are different from the POS locations that you set up through Setting Up Data for the Routing Engine Module.	Select Locations > Locations to advance to the Locations screen. If necessary, select your organization at the Organization drop-down box. Select the location type you created earlier from the Type drop-down box. Enter a Code identifying the location. The code cannot exceed 10 positions and should match the warehouse code in the originating system. Enter a name for the location in the Name field. The name, which appears on Store Connect screens and is included in the pickup-ready notification email to the customer, cannot exceed 40 positions. Select the Store Connect system from the System drop-down box. Complete the: Address: Included in the pickup-ready notification email to the customer Telephone number: Included in the pickup-ready notification email to the customer Email(s): To receive new order notifications Click New to advance to the New Location screen, and complete additional information about the location, such as the address. Click Save.
Set up preferences for Store Connect locations. This step is required.	Preferences: After creating Store Connect locations, you need to use the Preferences screen to apply preference settings to the new locations, including the types of orders that they support. A Store Connect location must be flagged to support at least one type of order (delivery or pickup), or there must be at least one open order for the store, in order for store associates to be able to log into the store location. See the Fulfillment Tab for more information.
Set up Store Connect preferences for your organization. About Store Connect preferences: Use the Store Connect Preferences screen to set up information, such as specifying: order aging thresholds the link to your logo for display on Store Connect screens, print on packing documents, and include in email notifications the pick verification method, pick list and pack slip forms, when to print pack documents, pack document messages whether to use manual shipping, ADSI, or JSON API for shipment confirmation email notification return address the timeout number of minutes for store associate sessions	Select Organizations and Preferences and click the Store Connect Preferences icon () for your organization to advance to the Store Connect Preferences screen. See the Store Connect Preferences screen for field descriptions. You can return to this screen later to reset any existing preferences. Also, see the Store Connect Overview for background. Important: After setting up the Store Connect system, you need to open the Store Connect Preferences screen and click Save for your preference settings to take effect. 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 need to enter a Cust Service From Email Address that has been approved by Oracle.
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 at the Edit Store Associate User Profile, or use this screen to edit other information about the store associate. A store associate must be assigned to at least one location in order to use Store Connect. 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	Select Reason Codes from the Home Screen or from the Systems Menu to advance to the Reason Codes screen. Enter a Code and Description and click New to open the New Reason Code window. Complete the entries at the New Reason Code window and click Save.
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.	Select Systems > Boxes to advance to the Boxes screen. Select the Organization from the Organization drop-down box. Enter the box name in the Name field. Box names can be 1 to 50 positions in length and must be unique in Order Broker. The name can include special characters and spaces. Include the dimensions of the box in the name so that this information is available when selecting a box in the Store Connect module. The name `Irregular Size`, regardless of case, is reserved by the system to allow a user to manually define the length, width, and height of a box at the Estimated Weight and Dimensions window in Store Connect. Click New to advance to the New Box window. Complete entry of the New Box window, including: the length, width, and height of the box. whether the box is displayed in Store Connect. whether the box is the default box size to display in Store Connect. Click Save when you are done. See the New Box screen for more information.
Set up carriers.	Use the Carriers screen to review the carriers that associates can use to ship delivery orders, and confirm that each carrier is flagged to Display in Store Connect.