PeopleVox Orders Overview

Overview

PeopleVox streamlines order processing by providing an efficient workflow for order picking, packing, and shipping, ensuring fast and error-free fulfillment.

Sellercloud’s PeopleVox Account Integration allows you to export orders, track fulfillment statuses, map shipping methods, and more. The integration works through API calls, transmitting information between the two services.

Prerequisites

Before you can sync order information with PeopleVox, complete the following requirements.

• Warehouse Mapping – PeopleVox locations must be mapped to their corresponding Sellercloud warehouses on the PeopleVox Warehouse Mapping page.
• SKU Mapping – If the PeopleVox SKU (also referred to as Item Code) differs from the Sellercloud SKU, the corresponding values must be populated in the Peoplevox_MerchantSKU field of the PeopleVox Product Properties page.

Order Export and Tracking Import

When an order is exported from Sellercloud, it is created on PeopleVox, where it can be processed, picked, packed, and shipped. Once fulfilled, tracking information is imported back into Sellercloud, ensuring real-time updates. You can automate the order export and tracking import processes by following the steps outlined in the sections below.

Create Saved View

First, create a Saved View filtered by:

• Order Status = Processing
• Shipping Status = Unshipped
• Order Split Type = Not a Parent or Child
• DropShip Status = None
• Peoplevox Exported = No

The tracking import does not include Split Order support; therefore, such orders must not be present in the order export search. You can also add any additional filters based on your preference, e.g. Payment Status, Ship From Warehouse, etc.

Automate Order Export and Tracking Import

Next, navigate to:

1. Settings > Companies > Manage Companies > Select a Company.
2. Access the Toolbox > Peoplevox > General Settings.
3. Click Edit.
4. In the Saved View panel, select the User ID for Order Saved View and the Saved Search for Order Export based on the search you created earlier.
5. In the PeopleVox Settings panel, enable the Export Orders and Sync Tracking Information From PVX options.
   
6. (Optional) Set an Order Upload Limit Date and a Tracking Download Limit Date.
7. Click Save. Orders will be exported from Sellercloud to PeopleVox approximately every 15 minutes, and the tracking and ship dates will automatically be imported to update the orders’ fulfillment status.

Order Creation Details

Each order exported to PeopleVox is created with the following information:

Customer:

• Name – ShippingAddress.FirstName ShippingAddress.LastName
• Reference – OrderID+User.UserID
• FirstName – ShippingAddress.FirstName
• LastName – ShippingAddress.LastName
• Email – User.Email

Sales Order:

• SalesOrderNumber – OrderID
• Customer – OrderID+User.UserID (Reference from customer)
• CustomerPurchaseOrderReferenceNumber – OrderSourceOrderID
• ShippingAddress – Shipping Address
• InvoiceAddress – Billing Address
• IsPartialShipment – FALSE
• RequestedDeliveryDate – EstimatedDeliveryDate
• ShippingCost – ShippingTotal
• Email – User.Email
• ContactName – ShippingAddress.FirstName
• ServiceType – ShippingMethodSelected
• Site – Matching SiteCode based on your PeopleVox Warehouse Mapping
• TotalSale – GrandTotal
• Discount – OrderDiscountsTotal
• TaxPaid – TaxTotal
• CreatedDate – RecordCreatedOn
• ChannelName – OrderSource in combination with shippingAddress.CountryCode
• OnHold – FALSE
• Attribute4 – User.Email
• Attribute5 – OrderSourceOrderID
• Currency – OrderCurrencyCode

Sales Order Item:

• SalesOrderNumber – OrderID
• ItemCode – Sends the Peoplevox_MerchantSKU (if populated), otherwise OrderItem.ProductID
• QuantityOrdered – OrderItem.Qty
• Line – OrderItem.ID
• SalePrice – AdjustedSitePrice

Tracking Import Details

Each tracking import sent to Sellercloud includes the following information:

• Sales Order Number – OrderID
• Package tracking number – OrderPackage.TrackingNumber
• Package despatch timestamp – ShipDate
• Package carrier name – ShippingMethodName
• Package service type code – ShippingServiceCode
• Item code – Matches products by their Peoplevox_MerchantSKU first (if populated), otherwise OrderItem.ProductID
• Item quantity – OrderItem.QtyShipped

Shipping Method Mapping

The Shipping Method Mapping tool allows you to map and customize shipping for each service you intend to use. Using this tool, you can map the shipping methods sent for each order to a preferred carrier and service. 

To ensure the correct shipping method is applied, you need to enter the shipping code for each respective shipping service as seen in PeopleVox. When orders are exported from Sellercloud to PeopleVox, the shipping method chosen by the customer will also be sent.

To configure shipping method mapping for PeopleVox:

1. Go to Company Settings.
2. Click Toolbox and select PeopleVox Settings > Shipping Method Mapping.
3. Click Edit.
4. For each Local Shipping Service, select the corresponding Service Code, Carrier, and Name as seen in PeopleVox.
5. Click Save.