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Changes in Omni for POS support

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Overview

Increff Omni now supports the feature to include Stores as fulfillment locations along with Warehouses.

Terminology

Fulfillment locations

  • Fulfillment locations are the locations from where orders can be fulfilled. Initially Omni only supported Warehouses as fulfillment locations. But now Stores are also added.

  • Types:

    • WAREHOUSE

    • STORE

Partner locations

  • Partners include Suppliers and Customers

  • Previously we used the term locations for our partners’s locations but from now Partner locations is used.

Workflow Added

New Channel Type - POS

A new channel type named POS is added.

⚠️ NOTE: Only locations of type STORE can be associated with POS.

Workflow Changes

Fulfillment Locations screen in OMS

The previous screen with name ‘Warehouses’ is removed and a new screen for Fulfillment locations is added to Master settings section.The typical view of this page is:

The columns in this table are:

  • Location ID: unique ID for a location

  • Location Type: either Warehouse or Store

  • Contact Details: POC of the Location

  • Address: Location Address

  • Timezone: Locations’s Timezone

For adding new Location:

  • Click on Add new Location

  • Enter all required data and click on Submit

For adding bulk Locations through CSV:

  • Click on Add new Location

  • Click on Bulk Upload tab

  • Download template and add data.

  • Upload CSV file and click Submit

⚠️ NOTE:

  • Location Type cannot be changed at a later stage.

  • In Bulk upload:

    • The type field should have only STORE or WAREHOUSE as input

    • timeZone field should have Zone ID as input.

Client Location Mapping screen in OMS

The previous screen with name ‘Client Warehouse Mapping’ is removed and a new screen for Client Location Mapping is added to Other settings section

The typical view of this page is:

The columns in this table are:

  • Client : Client Name

  • Location : Location Name

  • Location Type: either Warehouse or Store

  • Contact Details: POC of the Client-Location Pair

  • Client Billing Address: Address to be used for billing when order flows from this Client Location Pair

For adding new Mapping:

  • Click on Add new Mapping

  • Enter all required data and click on Submit

For adding bulk Locations through CSV:

  • Click on Add new Mapping

  • Click on Bulk Upload tab

  • Download template and add data.

  • Upload CSV file and click Submit

⚠️ NOTE:

  • For field billingAddressType possible values are:

    • Client (client address will be used as billing address)

    • Location (Fulfillment Location address will be used as billing address)

    • Empty (Address given in csv will be used as billing address)

Partner Locations screen in OMS

The previous screen with name Locations is renamed to Partner Locations.

POS Channel Mapping screen in CIMS

A new Screen ‘POS Channel Mapping’ has been added to Settings section

The typical view of this page after selecting Client and POS Channel is:

For configuring Updates for specific client-channel mapping click on respective Channel ID

Configuration settings:

  • Updates to POS channel for respective events can be turned ON/OFF

Reports:

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