Macy’s Direct Account Integration

Overview 

Macy’s is one of the largest and oldest department store chains in the United States. The company features a wide range of clothing, accessories, home goods, gifts, and food.

Macy’s does not have an online marketplace like other channels. Instead, a vendor can sell their products to Macy’s and become a Macy’s Vendor. This integration works directly via EDI and plugins. The following plugins are currently available:

• Order and Remittance Import – Imports your orders from Macy’s to Sellercloud in EDI 850 and 820 formats.
• Tracking Export – Exports your order from Sellercloud to Macy’s in EDI 856 format.
• Invoice Export – Export Invoices to Macy’s in EDI 810 format.
• Inventory Export – Exports inventory to Macy’s in EDI 846 format.
• Macy’s And Bloomingdale’s Packing Slip – Creates printable PDF packing slips. 

You can contact Sellercloud Support to request additional customizations or other plugins for this integration if necessary.

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Prerequisites

Before you can integrate Macy’s with Sellercloud, complete the following requirements.

Macy’s Support

The direct integration method for Macy’s works with plugins that import and export via a VAN (Value-Added Network). If you don’t have one set up, you can request a VAN from Sellercloud by following the instructions here.

You should first obtain the ISA ID and Qualifier from Macy’s.

Custom Company Settings

Create the following Custom Company Settings on your Default Company:

• ISAControlNumber 

• GSControlNumber

• STControlNumber

• Consider Replenishable Products – If the product’s available quantity is 0 or less and this is set to true, the plugin will export the product’s default replenishable quantity.

• Replenishable qty – If set to True, this would be the exported quantity if the availability of the product is 0 or less.

• MacysRemittanceEmailTo – Specify the email address where remittance notifications and payment information from Macy’s will be sent.

• Macys_CustomerQualifier – Set to ZZ.

• Macys_CustomerISAID – Unique phone number.

• Macys_Qualifier – Set to ZZ.

• Macys_ISAID – Unique phone number.
• Macys_ISAID_820 – Unique phone number.

Optional Custom Company settings on your Default Company:

• Macys_PutPoBoxOrdersOnHold – If enabled, this will put PO box orders on hold and leave an order note “Do not cancel – need to unlock shipping method”.
• Import Orders as Unpaid Wholesale instead of Website 

Create the following Custom Company Settings the company created for this integration:

• Macys_CustomerQualifier – Set to ZZ.

• Macys_CustomerISAID – Enter a unique phone number.

• Macys_Qualifier – Set to ZZ.

• Macys_ISAID_846 – Enter a unique phone number.

• MacysVendorID – Typically the VendorID consists of 6 digits and is a combination of the department and vendor numbers.
  

• MacysVendorName – Obtain from Macy’s.
• MacysVendorDunsNumber – Obtain from Macy’s.

Optional Custom Company Settings on the company created for this integration:

• Macys_CompanyForOrders – Enter the company name that is responsible for processing and fulfilling orders through Macy’s.

• Macys_ShippingRequiresThirdPartyBilling –
  •  Enabling this setting will restrict the use of your own carrier account for these orders in Shipbridge. Instead, 3rd party billing will be enforced. In this case, the order ShippingRequiresThirdParty setting will be marked as true.

   

Sellercloud Support

You must contact Sellercloud Support and request the following:

1. To install the Macy’s Plugins on your server.
2. A VAN for the integration.
3. The following custom order columns:

Custom Order Columns

• LocationCode – Populated by the plugin.
• Source – The plugin will still work for Macy’s orders if the custom column doesn’t exist. 
• Source_Code – Valid values for Macy’s are 11, 13, 15, and 16.
• Returns_Code – Valid values are NV, NN, NM, NX, BT, SV, SN, SM (or others starting with N or S). Orders with a different or no returns code will be skipped since no relevant returns message can be assigned.
• Registry_Number – This is the Gift Registry number on the invoice
• Reservation_Number – This would be the Reservation Number on the invoice. Orders with no reservation number will be skipped since a returns barcode cannot be created.

Custom Product Columns:

• Macys_ProductSafetyQty – Sets Safety Quantity on a product level.

Optional Custom Product Columns:

• Macys_UPC – If enabled, the value will be used instead of the standard product UPC.
• Macys_Discontinued
• MACYSENABLED

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Order Import and Functional Acknowledgement

This plugin imports order data from Macy’s into Sellercloud in EDI 850 format and sends EDI 997 Order Acknowledgement.

Macy’s sometimes sends an updated order file, marked with a ‘07′ flag. When this happens, the old order is deleted, and a new order is created based on the new file.

The orders are created for a specific username, which is in the format Macy’s [CompanyID]@Sellercloud.com. By default, the orders are associated with the Website channel. However, if the custom setting Import orders as unpaid wholesale instead of website is enabled, the orders will be imported as unpaid wholesale orders.

The unit price of each item in the order will be set to the Wholesale Price specified in the file. This price represents what Macy’s will pay for the item.

Automate Order Import and Functional Acknowledgement

To create a Scheduled Task that regularly imports orders from Macy’s to Sellercloud:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Import Orders.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. The following message appears at the bottom of your screen: “Scheduled task created successfully. Click Here to configure the task details.” – click the link.
5. Click the Edit button on the top right.
6. In the Details section:
   1. Click the Create Orders For Company menu and select the company you designated for this integration.
   2. Click the Plugin menu and select Macy’s 850 Order and 820 Remittance Import plugin.
7. In the Import Options section, set Import From to FTP and fill out the FTP fields.
8. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
9. In the General section, click the Enable button.
10. Click Save on the top right.

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Tracking Export

This plugin exports your orders’ tracking information from Sellercloud to Macy’s in EDI 856 format.

If an order doesn’t have an estimated delivery date, the plugin will automatically set it as 5 days from the ship date. This field is mandatory and needs to be filled.

The plugin also generates a special code called SSCC and stores it in the backend. This code is used for shipping labels. The shipping label plugin follows the same logic and can generate and save the SSCC code if it hasn’t been generated already.

Before you move on, create a Saved Search for orders filtered by:

• Company – The company you created for the integration.
• Order Status – InProcess Or Completed
• Shipping Status – FullyShipped
• Payment Status – Charged
• Tracking Uploaded – No

Automate Tracking Export

To create a Scheduled Task that regularly exports orders from Sellercloud to Macy’s:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Export Orders.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. The following message appears at the bottom of your screen: “Scheduled task created successfully. Click Here to configure the task details.” – click the link.
5. Click the Edit button on the top right.
6. In the Details section:
   1. User ID: Enter your Email Address.
   2. Saved Search: Select the Saved Search you created.
   3. Export Via: Select Macy’s 856 Tracking Export plugin.
7. In the Export Options section, set Export to FTP and fill out the FTP fields.
8. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
9. In the General section, click the Enable button.
10. Click Save on the top right.

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Invoice Export

This plugin exports invoices from Sellercloud to Macy’s in EDI 810 format.

Before you move on, create a Saved Search for orders filtered by:

• Company – The company you created for the integration.
• Shipping Status – Fully Shipped
• Order Status – InProcess Or Completed
• Invoice Uploaded – No
• Tracking Uploaded – Yes

Automate Invoice Export

To create a Scheduled Task that regularly exports invoices from Sellercloud to Macy’s:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Export Orders.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. The following message appears at the bottom of your screen: “Scheduled task created successfully. Click Here to configure the task details.” – click the link.
5. Click the Edit button on the top right.
6. In the Details section:
   1. Click the User ID menu and select your ID.
   2. Click the Saved Search menu and select the saved search you created earlier.
   3. Click the Export Via menu and select Macy’s 810 Invoice Export plugin.
   4. Check This Is Invoice Export.
7. In the Export Options section, set Export To to FTP and fill out the FTP fields.
8. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
9. In the General section, click the Enable toggle button.
10. Click Save on the top right.

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Inventory Export 

This plugin exports inventory from Sellercloud to Macy’s in EDI 846 format. 

Make sure to enable your products for Macy’s by setting their MACYSENABLED Custom Column for Products to True:

• For one product at a time: go to the Product Details Page > click Toolbox and select Custom Columns > click Edit, update the MACYSENABLED column, and Save.
• For multiple products in bulk: follow the steps to Bulk Update Products and use the MACYSENABLED column – set it to True for all products you want to enable.

Unlike core integrations, plugin integrations don’t require products to be in the company where the scheduled tasks are. The export will include the products you select with your Saved Search. 

Before you move on, create a Saved Search for products filtered by MACYSENABLED – True. Optionally, you can add more filters to the search.

Automate Inventory Export

To create a Scheduled Task that regularly exports inventory from Sellercloud to Macy’s:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Export Products.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. The following message appears at the bottom of your screen: “Scheduled task created successfully. Click Here to configure the task details.” – click the link.
5. Click the Edit button on the top right.
6. In the Details section:
   1. Click the User ID menu and select your ID.
   2. Click the Saved Search menu and select the saved search you created earlier.
   3. Click the Export Via menu and select Macys via CH EDI 846 Product Inventory Export Plugin.
7. In the Export Options section, set Export To to FTP and fill out the FTP fields.
8. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
9. In the General section, click the Enable toggle button.
10. Click Save on the top right.

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PDF Packing Slip

This plugin creates packing slips with information about your orders and the products they include. This plugin doesn’t require a scheduled task.

To set up the invoice plugin:

1. Go to the Company Settings of the company where you set up Macy’s Integration.
2. Click Toolbox and select Invoice Settings.
3. Click Per Channel Preferences.
4. Scroll down to Website > select Macy’s And Bloomingdale’s Packing Slip plugin.
5. Click Save.

Configure UPS Prepaid Labels for Macy’s orders in Shipbridge

Macy’s will require you to use a prepaid UPS account to ship out Macy’s orders. In order to have that properly set up, you will need to enable the Macys_ShippingRequiresThirdPartyBilling setting under the company’s Custom Company Settings page. This setting ensures that Shipbridge will not allow you to ship these orders with your own carrier account and 3rd party billing will be enforced.

Prior to being able to ship, the configuration for the account itself has to be completed in the carrier portal. Learn more about how to add and verify a third-party account here – UPS.com-Verification Doc-PIN

Next, proceed with the account configuration in Shipbridge.

1. Open Shipbridge and navigate to Menu > Options > Carriers > UPS.
2. Choose Use UPS Web Services.
3. Click on Configure Per-merchant Third Party Billing > Select your Macy’s designated Company > click on Adress.
4. Populate the UPS Account number provided by Macy’s and fill out the required address information.
5. Make sure the dropdown at the bottom says Use with all channels.
6. Click Save and then Apply.

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