Pot Pourri Account Integration through Radial

Overview

You can integrate Pot Pourri into Sellercloud through Radial. Radial is an e-commerce platform used to manage supplier dropshipping. Their dropship solution allows you to leverage dropship suppliers’ inventory and resources to fulfill online orders directly to your customers.

This integration works through EDI documents transmitting information between the two services. The integration supports the following EDI plugins:

• Order Import – Imports orders from Pot Pourri to Sellercloud in EDI 850 format.
• Tracking Export  – Exports tracking information to Pot Pourri in EDI 856 format.
• Invoice Export – Exports invoices to Pot Pourri in EDI 810 format.
• Inventory Export – Exports inventory to Pot Pourri in EDI 846 format.

Prerequisites

Before you can integrate Pot Pourri into Sellercloud, contact Radial for your FTP details: server name, username, and password.

Custom Company Settings

Next, create the following Custom Company Settings.

On your default company:

• STControlNumber
• GSControlNumber
• ISAControlNumber
• Steinmart_CustomerISAID – Enter a phone number not used for another integration.
• Steinmart_ISAID – Set to VNPOTPOURRI.
• Steinmart_CustomerQualifier – Set to ZZ.
• Steinmart_Qualifier – Set to ZZ.

On the company created for the integration:

• Steinmart_CustomerISAID – Enter a phone number not used for another integration.
• Steinmart_ISAID – Set to VNPOTPOURRI.
• Steinmart_CustomerQualifier – Set to ZZ.
• Steinmart_Qualifier – Set to ZZ.
• Radial_850Import_DontImportShippingCost – Optional. Set to True to skip importing shipping cost info.

Sellercloud Support

Next, contact Sellercloud Support:

1. Request to install the Radial plugins on your server.
2. Request the custom product and order columns:

Product Columns

• Potpourri_Enabled – Set to True to enable a product on Pot Pourri.
• SteinmartMerchantSKU
• STEINMART_SKU – A product’s Pot Pourri SKU at Radial.
• STEINMART_PRICE – Note that this is a String column.

Order Columns

• RADIAL_PAYMENTTYPE

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Order Import

This plugin imports order data from Pot Pourri to Sellercloud in EDI 850 format.

• The plugin compares the Interchange Sender ID to the ID in the Steinmart_ISAID setting on the queued job’s company.
• The plugin also checks if the received ProductID is not entered in the Steinmart_SKU custom product column.

Automate Order Import

To create a Scheduled Task that regularly imports orders from Pot Pourri 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 to Radial Order Import.
   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 Radial 850EDI Order Import.
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 tracking information from Sellercloud to Pot Pourri following the 856 EDI format.

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

• Company – Choose the integration company
• 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 order tracking from Sellercloud to Pot Pourri:

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 Radial EDI856 Tracking Export.
   4. Check Mark Orders Exported.
   5. Check This Is Tracking 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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Invoice Export

This plugin exports invoices from Sellercloud to Pot Pourri 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 Pot Pourri:

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 Radial EDI810 Invoice Export.
   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 to Pot Pourri using EDI 846.

Optionally, you can enable only specific products for Pot Pourri by setting their Potpourri_Enabled 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 Potpourri_Enabled column, and Save.
• For multiple products in bulk: follow the steps to Bulk Update Products and use the Potpourri_Enabled 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.

Next, create a Saved Search for products filtered by Potpourri_Enabled – True. Optionally, you can add more filters to the search to narrow down the export further.

Automate Inventory Export

To create a Scheduled Task that regularly exports inventory from Sellercloud to Pot Pourri:

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 Radial EDI846 Inventory 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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