Warehouse Integration Setup and Configuration

Owned by Kasia Czwarkiel (Unlicensed)
Last updated: Jul 24, 2017

This article highlights the requirements for configuring the Warehouse Integration from Claritum's end.

The Warehouse Supplier will integrate using the Web Services. For information regarding the Web Services, please refer to the Claritum System Web Services which outlines the requirements for the Warehouse Supplier.

To understand the workflow, please refer to the Warehouse Integration Workflow article.

Setting Up Warehouse Integration

In order to set up the Warehouse Integration, the following parts of the system need to be configured:

  • Warehouse Supplier
  • Customer
  • Stock Items

Warehouse Supplier

There are several sections of the Supplier screen which need configuring to use Warehouse Integration.

Capabilities tab

You must enable "Warehousing" as one of the Supplier's activities.

To do it go to Suppliers → View Suppliers → Capabilities tab.

Users tab

  1. Create a Supplier User for the warehouse Supplier to use when calling the Web Services. For this, follow the instructions for Adding a Supplier User
  2. Name the Supplier User "Web Services".
  3. Enter the email address into the 'Email' and ‘External ID’ fields.
  4. Create a password that the warehouse system can use and inform the warehouse supplier of the email address and password so they can configure their system.

Note

If you have more than one Supplier on the system sharing the same integration then you must ensure that you use a different email address for each, e.g. ‘webservices1@warehousesupplier.com’ and ‘webservices2@warehousesupplier.com’. If you use the same email address for both then there’s a risk the system will not be able to log them in under the correct account.


Warehouse Integration tab

  1. Select 'Integration Type' ( this will be 'Standard' or the name of your custom integration type if applicable)
  2. Enter 'API URL' and 'API Key' obtained from your Warehouse Supplier
  3. Enter 'Email' - this is the email address that you wish the Reconciliation Report to be sent to
  4. Enter 'Email Subject' - this is the Subject of the Reconciliation Report email ( you can change it to allow your emailing system to filter it)

Customer

Details tab

  1. If your Warehouse Supplier requires a specific identifier per Customer you can enter the customer id they provide in the ‘External ID’ that you can find by going to Customer → Details tab.
  2. Set Notification options in the 'Stock Management' section to send the ‘Packing In Progress’ and ‘Despatched’ emails to the Customer.
  3. Set the ‘On hold by default’ option. This ensures that all stock orders placed by this customer will immediately go ‘on hold’ and require your team to review and release them. They won’t be visible to the warehouse supplier/system until they have been released. Releasing can be done on each order individually or you can use the batch process to do this in bulk.

Stock Items

For each product being handled by the Warehouse, you must set:

Catalogue tab

The 'Product Code' must exactly match the Warehouse system’s product code for the item.

Details tab

Select the Warehouse that is handling this product for you by choosing a value from the 'Warehouse Supplier' list.

This is regardless of whether the item is ‘box ordering’ or not.