Use the following steps to enable the Website Order Importer with X12 EDI to import orders from your Indie Commerce ABA website. First use the Website Order Importer documentation to setup the basic settings.
Open the Web Order Importer via: INTERFACES > IMPORT WEBSITE ORDERS
Switch to the Settings tab, enter the following settings:
- X12 PartnerID: IMRCHNT
- X12 SenderID: StoreName (NO SPACES)
- Set the drop down to: Indie Commerce EDI
- Select the Indie Commerce EDI FTP Settings
- Place each Product from the Web Order on a separate Customer Order (Checkbox option)
- Export Orders: Select Export Shipped and Canceled Orders
(Use Only Export Shipped Orders or Do Not Export Orders for CSV option)
Once you change the settings above, the checkbox for Download Files from Website will automatically be checked on the General tab. Using EDI you don't have to download a separate file as you did with CSV.
Once settings are in place, you can start the process by using the normal RUN button on the general tab.
X12 EDI Steps & FAQs
How we do start to receive orders from my website?
- Log into your website and use the options to mark orders you want to Send to POS.
- Once the orders are sent, orders status on the website is changed to: PENDING POS
- At this point, the files will the transferred to your POS server for processing. (Can be delayed)
How do we receive orders from my website to create Customer Orders?
- You can either manually click the RUN button on the GENERAL tab or via a schedule task automatically.
- When the importer is RUN, we will
1: Create 855 XPR files to send to Indie Commerce
--- These files will change the order status to: Accepted by POS
2: Create XBS - Advanced Ship Notices to send to Indie Commerce
--- We look for any orders that have been processed and sold through POS with a shipping code.
--- These files will change the order status to: Completed & Triggers Payment to Complete Order.
--- If a partial shipment, the 1st ASN will complete the entire sale.
For partial shipments, when Indie Commerce get the first ASN for the partial shipment, the customer is charged for the full order and order status is moved to 'Partially Shipped by POS'. When we get the ASN for the remaining items in the order, when all the items have been shipped, the status will be moved to 'Completed by POS'.
If the names of these statuses are not customer friendly, Indie Commerce can look into changing the status name that customers will see.
How long does it take from pushing button on the website (SEND TO POS) to imported into IMRCHNT?
Generally Indie Commerce will process files :15 after the hour and it could take another 15 - 30 mins to get synced to the Indie Commerce Server to have it ready for POS to import. We suggest running a task each hour at :55 after the hour to pull in new orders.
How do we process / fulfill orders imported from the Web Order Importer with X12 EDI?
- Process Orders by selling items at POS as usual: Order fulfillment Tutorial
Using X12 the following file types are sent to and from IMRCHNT and ABA:
- XPO, 855 Acknowledgement as EDI, ASN 856, XIN 810
How do I change the price of an order or line item?:
- You should first make the change on Indie Commerce, then any additional change in IMRCHNT. Indie Commerce will not send additional files to update an order.
How do we go about cancelling an order so it gets uploaded to indie commerce for a refund / cancellations?
Orders canceled in IMRCHNT by setting the order status to complete, or by checking the complete box on a line item will send a cancel ASN.
- If all items are canceled, IC will cancel the order automatically and issue a refund.
- If the order is only partially canceled, say one of two items canceled, the order will be marked complete, once IC receives an ASN for all items. Partial credit Is not automatically triggered. Something needs to be done on the web site to issue the refund.
Taxes - Tax Amount & Tax Rates
Web orders imported into IMRCHNT using the EDI process saves the total tax amount and the tax rate. The total tax amount is informational and is not used in a calculation. The tax rate sent via the XPO file is used to calculate the tax amount on the order. IMRCHNT will use the rate sent by the importer to override the rate set in IMRCHNT . If a rate is not sent, IMRCHNT will use the rate defined in the tax area (rate) parameter. This allows IMRCHNT to more accurately match the rate calculated by the web site, as well as being able to tax partial shipments.
The best practice for setting up web taxes within IMRCHNT is to set a specific tax area or rate for all web orders. The rate is typically zero, allowing IMRCHNT to use the rate sent by the web site. This also separates the tax collected from in store sales from taxes collected on web orders.
Indie Commerce Notes
If we use the Indie Commerce comment tab, can we still use this section to communicate with the customer?
Yes that section is still available for contacting customers.
POS EDI Configuration at Indie Commerce
