Sam’s Club DSV Integration

Overview

Sam’s Club is an American chain of membership-only retail warehouse clubs owned and operated by Walmart. They have a limited-item business model that offers their members quality products at an exceptional value unmatched by traditional retail. Sam’s Club also provides a variety of member benefits.

Sellercloud integrates with Sam’s Club using plugins that transmit EDI documents over a Value Added Network (VAN). The following plugins are currently available:

• Order Import/Application Advice Plugin (EDI 850/824)
• Inventory Export Plugin (EDI 846)
• Order Export Plugin (EDI 855)
• Tracking Export Plugin (EDI 856)
• Invoice Export Plugin (EDI 810)
• PDF Invoice Plugin

Prerequisites

Before you can integrate your Sam’s Club account with Sellercloud:

Custom Company Settings

Create the following Custom Company Settings:

• SamsClub_Vendor_ISAID – Client ISA ID
• SamsClub_810_ISAID – Client ISA ID, set it to 925485US00
• SamsClub_ISAID – Sam’s Club ISA ID, set it to 925485USSM
• SamsClub_IDInterchangeQualifier – Sam’s Club ISA Qualifier, set it to 08
• SamsClub_IDRecieverQualifier – Client ISA Qualifier
• SAMS_VENDORNUMBER – Sams’ Club vendor number
• SAMS_WHCODE – Warehouse code
• SAMS_SUPPNAME – Supplier name
• SAMS_BPGLN – Global Location Number
• SAMS_BPNAME – Buyer name
• ISAControlNumber
• GSControlNumber
• STControlNumber

Sellercloud Support

Contact Sellercloud Support and request:

1. To install the Sam’s Club plugins on your server.
2. A VAN for the integration.
3. These custom product and order columns:

Custom Product Columns

• SAMS_ITEMNUMBER – This is the Sam’s Club 9-digit ID, not the Sam’s Club SKU.
• Sams_SafetyQty (optional) – A Safety Quantity for products on Sam’s Club.

Custom Order Columns

• SAMS_BPGLN_ORDER
• SAMS_BPNAME_ORDER
• SAMS_CUSTOMERORDER
• SAMS_PONUMBER
• SAMS_MEMBERSHIPNUMBER
• SAMS_DEPARTMENTNUMBER_ORDER
• SAMS_VENDORNUMBER_ORDER
• SAMS_TERMS_NET_DAYS

Order Import and Application Advice

This plugin imports orders via EDI 850 format as well as order updates like accepted, rejected, and accepted with change. The plugin also imports information via EDI 824. The 824 electronic data interchange (EDI) document (also known as an Application Advice) is used to let the sender know if that transaction requires changes or has been rejected.

Automate Order Import

To create a Scheduled Task that regularly imports corrections from Sam’s Club 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 Create Orders For Company and Choose the Company where you set up Sam’s Club.
   2. Click the Plugin menu and select Sams Club DSV 850 824.
7. In the Export Options section, set Export To to FTP.
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.

Order Acknowledgement

This plugin exports orders following the 855 EDI format. See the following important details:

• The plugin doesn’t export item prices as per the classification information.
• The plugin marks orders as channel acknowledged after export.

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

• Company – Choose the company where Sam’s Club is set up
• Shipping Status – Unshipped
• Order Status – InProcess Or Completed
• Exported – Not Exported
• User Name / Email – Email orders coming under (ex. SamsClub_163@Sellercloud.com)
• Invoice Uploaded – No
• Order Ack (Accept) – No

Automate Order Acknowledgement

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

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 Sams Club DSV 855 Order Export.
   4. Enter a File Name, for example, Order_{yyyy}{MM}{dd}{HH}{mm} – these placeholders export the time and date of the job.
   5. Check This is Order Ack (Accept)
7. In the Export Options section:
   1. Set Export To to FTP.
   2. Enter your VAN details into the corresponding 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.

Tracking Export

This plugin exports tracking information following the 856 EDI format. 

See the following important details regarding shipping method mapping:

• SE – FedEx 2Day
• SG – FedEx Home Delivery, FedEx Ground (if FedEx Ground and AddressClassificationType is Commercial, then export CG instead)
• ON – All overnight services

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

• Company – Choose the company where Sam’s Club is set up
• Shipping Status – FullyShipped
• Order Status – InProcess Or Completed
• Tracking Uploaded – Not Uploaded

Automate Tracking Export

To create a Scheduled Task that regularly exports order tracking from Sellercloud to Sam’s Club:

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 Sams Club DSV 856 Tracking Export.
   4. Enter a File Name, for example, Tracking_{yyyy}{MM}{dd}{HH}{mm} – these placeholders export the time and date of the job.
   5. Check Mark Orders Exported.
7. In the Export Options section, set Export To to FTP.
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.

Invoice Export

This plugin Exports an EDI 810 file with corresponding invoice information. 

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

• Company – Choose the company where Sam’s Club is set up
• 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 Sam’s Club:

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 Sams Club DSV 810 Order Export.
7. In the Export Options section, set Export To to FTP.
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.

Inventory Export

This plugin exports product information following the 846 EDI format. 

You can add safety quantities with the optional user-defined custom product column Sams_SafetyQty. If this setting doesn’t exist or has an invalid value, the plugin sets 0 as the safety quantity.

Before you move on, go to Catalog > Manage Catalog and create a Saved Search for products filtered by Company and choose the company where you’re setting up Sam’s Club.

Automate Inventory Export

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

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 General section, add a Sellercloud Warehouse ID (from Inventory > Warehouses > Manage Warehouses) to the Notes field. This field must only contain the integer value of the Sellercloud Warehouse ID. Also, the provided warehouse must have the property DropShipCentralWarehouseCode set to its corresponding Sam’s Club code.
7. 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 Sam’s Club DSV Inventory Export.
8. In the Export Options section, set Export To to FTP.
9. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
10. In the General section, click the Enable toggle button.
11. Click Save on the top right.

Configure PDF Invoices

This plugin creates a PDF packing slip with information about the order and the products. This is the only plugin that doesn’t require a scheduled task.

To set up the packing slip plugin:

1. Go to the Company Settings of the company where you set up Sam’s Club.
2. Click Toolbox and select Invoice Settings.
3. Click Per Channel Preferences.
   
4. For Website, select Plugin > Sams Club DSV Packing Slip.
5. Click Save.