How should a standard webshop integration be set up?

A webshop connection and the associated fulfillment can be set up in many ways. This article describes a standard connection for customers who are just starting with a webshop. Later, as the order flow picks up and larger quantities are picked, the workflow can be expanded to include automatically printing pick lists or digital order picking (either simple or guided).

The standard connection, as described in this article, will assume the following process:

1. Products and inventory are sent to the webshop;
2. Orders are received as incoming messages;
3. Incoming messages are processed into sales orders, which are immediately paid and finalized, and for which a reservation is immediately created;
4. Pick lists are printed for the open reservations;
5. The reservations are manually picked using the printed pick lists;
6. Picked products are packed and offered to Sendcloud for shipping via the Pack&Ship application.

Step 1: Webshop

Make sure the webshop is created. For the standard connection, it is important to specify a number of fields:

• General tab: Webshop type
• Integration tab: data to communicate with the webshop
• Orders tab: 
  • Check retrieve orders
  • Shipping cost article
  • Fallback debtor
  • Ignore email MX validation

See Webshop for more information on creating the webshop and the available fields.

Step 2: Sales order scenario

Create a standard sales order scenario for the webshop:

General tab:

Sales order tab:

Reservations tab:
To ensure that the sales order is immediately reserved, the following settings must be maintained:
All other settings can remain default in the scenario.

Delivery on account tab:
The deliveries should default to the 'input complete' status when a packing slip needs to be printed later via Pack&Ship. If the status is set to 'printed' directly, the printing via Pack & Ship will not work properly:

Step 3: Parcel service

Follow this knowledge document to set up Sendcloud, so that the parcel service is created with the correct carriers:
How do I set up SendCloud for RetailVista?

Step 4: Transport type

Create a transport type linked to the parcel service that was just created.

Step 5: Parcel service printer

Create a printer to print shipping labels. Currently, we only support the Zebra GK420D for Sendcloud labels.
Set up this printer in the webshop, on the 'Parcel service' tab as the parcel service printer.

Step 5: Settings

There are several settings required in Extra - Settings.

Sales orders section, general tab:

• Direct finalization allowed: Yes
• Default scenario for webshop orders: The created scenario from step 2
• Sales order reference and webshop unique: Yes (to prevent duplicate orders)

Make sure that in the created webshop (step 1) in the packaging tab, a "Delivery on account report" is specified, in order to print a packing slip that can be included with the box.