Step 2: Add stage settings

Note: You will need to reapply these settings once you move to the production portal as settings do not carry over from stage to production. 

Send packing slip sample for approval (required for some API/EDI suppliers) REMOVE THIS IF IT IS NOT REQUIRED FOR THE RETAILER 

*This step is required for some API and EDI suppliers

API and EDI suppliers have 2 options for handling packing slips:

1. Use Logicbroker generated packing slips – these are retailer-branded and are available in the portal. You will need to log into the portal to download/print. You may do this on individual orders or do this in bulk. For more information, see Shipments > Download Packing Slips
2. Create your own – review RETAILER NAME's packing slip specs to map your own slip in your system. If you do this, send a sample to RETAILER NAME for approval

Set up your connection (API/EDI/Shopify suppliers) REMOVE SHOPIFY IF THE RETAILER DOES NOT SUPPORT SHOPIFY

*This step is required for API, EDI and Shopify suppliers REMOVE SHOPIFY IF THE RETAILER DOES NOT SUPPORT SHOPIFY

• API Suppliers: Generate a stage API key from the API page
• EDI Suppliers: Add your stage EDI connection from the EDI page
• Shopify Suppliers: Add your stage Shopify connection from the Connectors page REMOVE THIS IF THE RETAILER DOES NOT SUPPORT SHOPIFY

Set up shipping SCAC codes (optional)

*This step is optional for API and EDI suppliers

If your system uses a different code than the one listed under Standard Code, you will need to add a Custom Code so our system can match your Custom Code to our Standard Code. Our system will translate your custom code to our standard code on all orders and return documents. If a code is received that is not mapped, you may receive an error and your document may fail. For more information, see Shipment Options.

1. In the Logicbroker portal, go to Settings > Shipment Options > Ship Method Mappings
2. You will see a list of all the ship methods that all your retailers accept (to see partner-specific ship methods, scroll down to Partner Ship Method Mappings).
3. If the Standard Code column lists a code different than the one in your system, click on Edit > add your Custom Code to map a Custom Code for our system to recognize the code you will be sending

Turn on auto-invoicing (Shopify suppliers) REMOVE IF THE RETAILER DOES NOT SUPPORT SHOPIFY OR IF THE RETAILER DOES NOT REQUIRE INVOICES

*This step is required for Shopify suppliers

RETAILER NAME requires invoices for all shipped items. You can either manually create invoices in the portal or turn on auto-invoicing for Logicbroker to automatically create invoices on your behalf.

1. In the Logicbroker portal, go to Settings > Account Information > Shipment Settings
2. Turn on the Create Invoice from Shipment setting

Set up Payment Terms REMOVE THIS IF IT IS NOT REQUIRED FOR THE RETAILER TO PROCESS INVOICES

You can set up default or partner-specific payment terms. For more information, see Document Settings.  

1. In the Logicbroker portal, go to Settings > Account Information > Payment Terms
2. Add payment terms

Set up default addresses (optional)

You can set up default or partner-specific remittance, ship from and return addresses. For more information, see Document Settings.  

1. In the Logicbroker portal, go to Settings > Document Settings
2. Add default addresses for each

Set up acknowledgement setting (optional)

You can set up default or partner-specific acknowledgment settings for default days to ship, exclude weekends and cancellation reason. For more information, see Document Settings.  

1. In the Logicbroker portal, go to Settings > Document Settings > Acknowledgement Settings
2. Add acknowledgement settings

Set up return reasons (optional)

You can set up default or partner-specific return reasons. For more information, see Document Settings.  

1. In the Logicbroker portal, go to Settings > Document Settings > Return Reasons
2. Add a return reason

Set up shipment setting (optional)

You can set up default or partner-specific shipment settings. For more information, see Document Settings.  

1. In the Logicbroker portal, go to Settings > Document Settings > Shipment Settings
2. Add shipment settings:
   • UCC128 (GS1) Company ID – if you are working with a retailer that requires GS1 labels, this is where you will enter in your UCC128 Company ID used to generate the labels - these are normally required for bulk and replenishment orders. For more information on GS1 Labels and UCC 128 Company IDs, see here. 
   • Copy Ship Method From Order – toggle this on if you want ship methods on shipments to be defaulted to what the retailer sent on the order Please note: you are still required to ship orders using the retailer-requested ship method Note: This setting is for Logicbroker customers
   • Create Invoice From Shipment – toggle this on if you want complete shipments to trigger an invoice document to be created and sent out to the retailer on your behalf Please note: invoices will be populated using a random invoice number Note: This setting is for Logicbroker customers

Set up notifications (optional)

You can customize email notifications. Notifications need to be set up on an individual user basis. If you turn on a notification, it will not be sent to all users in your company. For more information, see Notification Explanations.

1. In the Logicbroker portal, go to My Profile > Notifications
2. Toggle on the notifications you wish to receive through email
3. Save