Product: Transaction Manager

Article Link: http://help.truecommerce.com/en/articles/5318712-warehouse-integration-quick-start-guide

Congratulations on purchasing a new connector for your warehouse implementation with TrueCommerce! We can help you get up and running in these easy steps:

1. Confirm Scope of Warehouse Implementation

Your warehouse should provide you with the scope of the implementation. The scope may include the transactions that will be involved, the transaction flow, and other pertinent information regarding your setup. Share this information with your assigned Implementation Specialist.

2. Setup Partner List for your Warehouse partner

This is the process of adding the customer name values in the Warehouse partner in Transaction Manager. Note: Use the name of the warehouse as it is referred to in your ERP. For instance, this may be in a location, warehouse, or 3PL field on your sales order or warehouse shipping order document.


Additional resources:

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Partner List.

  • To see a demonstration, watch the Partner List tutorial under the Integration Basics course in TrueCommerce University.

3. Setup Item Catalog for your warehouse

This will include all items and cross references (Item Translation) from your Business System to TrueCommerce.

Additional resources:

  • Import Item Catalog using CSV file

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Item Catalog Overview.

  • To see a demonstration, watch the Item Catalog tutorial under the Integration Basics course in TrueCommerce University.

4. Establish Import Document Type for Warehouse partner


Additional resources:

  • For step-by-step guidance, click the ? icon in the upper right corner of Foundry, select Guided Tutorials and search for Import Document Type.

  • To see a demonstration, watch the Import Document Type tutorial under the Integration Basics course in TrueCommerce University.

5. Participate in Testing

The testing process will ensure that the connection between your business and your warehouse is working and that you will be fully operational when it's time to Go Live. It is important for all parties to be present and participate in the testing process. For information regarding this process and what it entails, contact your assigned Implementation Specialist.

Launch!

Coordinate with your TrueCommerce representative and go live!

Additional resources:

Who is my Account Manager?

Partner to Partner Turnaround (for non-integrated users)

rev: 5/20/22

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