If a new client is set up in the system, a number of settings must be made. These include

• Creating the client in the client master (see also Creating Clients)
• Storage of shipping profiles (see also Creating Shipping Profiles)
• If necessary, create packaging material (see also Creating Packaging Material).
• Configure clients in the client master: store characteristics and return reasons, activate services, settings, picking, shipping, and documents if necessary. Under Shipping, for example, you must activate all shipping profiles that are to be taken into account during automatic selection of the shipping profile.
• The data exchange must be set up: this takes place either in Wemalo via the data exchange (Plentymarkets, Magento, WooCommerce) or via wemalo-connect (Shopware, Shopify, REST-API). The client ID and warehouse ID are required for wemalo-connect.
• The authorization for the client must be stored with the relevant users.

Shipping profile last name for DHL and DPD

After creating a shipping account, the shipping profile can be created. The product, the label size and optionally the surname intended use must be specified.

The following placeholderscan be defined for the intended purpose:

• {PROFILE_NAME} = >Shipping profile name
• {ORDER_NR} = >Client order number
• {ORDER_ID} = >internal order ID
• {COUNTRY_CODE} = > Country indicator, e.g. DE for Germany
• {NAME_1} =>Name 1
• {NAME_2} => Name 2
• {NAME_3} => Name 3

For purpose, you can use for example: {ORDER_NR}, {COUNTRY_CODE} {NAME_1}

The specification would then be for example 4455664, DE Max Mustermann

Note on DPD

Please note that the intended purpose may only be 14 characters long! In the above example, it would therefore be reduced to 4455664, DE Ma.

Note about DHL

For the intended use, intended use 1 and 2 are filled. Both fields can be used for max. 35 characters long. If the intended use is longer than 35 characters, it will be divided by wemalo into both fields.

Wemalo supports the Magento SOAP API in Magento 1.9.

Setup

To do this, you must create a Soap user in Magento that has far-reaching authorizations. Wemalo accesses at least the following resources:

• catalog
• sales

• System->WebServices->SOAP Roles
• new role with resources: Catalog and Sales
• System->WebServices->SOAP Users
• with the new role
• Required are username and API-Key

functional overview

• loading of product master data
• loading of customer orders
• Transmission of sent parcels and tracking numbers
• Transfer of stocks

Loading orders

• All orders with the status wemalo_ready (must be newly created in Magento) are downloaded by Wemalo. A comment is then added and the status is changed to vendor.
• Note: once an order has been submitted to Wemalo, no further changes to the order will be submitted to Wemalo.

Transmission of tracking numbers

• After an order has been sent, a Shipment is created. The tracking number including information about the shipping service provider is then handed over.

Wemalo supports the export of shipping data for UPS Worldship as an XML file. The following data is required for this:

• UPS Client Number
• product (in WorldShip BillingOption, e.g. PP)
• Method (in Worldship ServiceType, for example, ST)
• Duties and taxes to be borne by
• Transport at the expense of

Sample export of an XML file:

<?xml version="1.0" encoding="UTF-8"?>
<OpenShipments xmlns="x-schema:OpenShipments.xdr">
 <OpenShipment ProcessStatus="" ShipmentOption="">
 <ShipTo>
 <CompanyOrName>Test-Spediteur</CompanyOrName>
 <Attention>Test Z.2</Attention>
 <Address1>TestStr. 10-13</Address1>
 <Address2>1st floor right</Address2>
 <CountryTerritory>DE</CountryTerritory>
 <CityOrTown>Wiesbaden</CityOrTown>
 <Telephone>0049-123456789</Telephone>
 <StateProvinceCounty/>
 <PostalCode>11111</PostalCode>
 </ShipTo>
 <ShipFrom>
 <CompanyOrName>Johannes Neumann</CompanyOrName>
 <Attention>-</Attention>
 <Address1>Dr.-Raber-Str. 4</Address1>
 <CountryTerritory>DE</CountryTerritory>
 <CityOrTown>Hagenow</CityOrTown>
 <Telephone>0</Telephone>
 <PostalCode>19230</PostalCode>
 </ShipFrom>
 <ShipmentInformation>
 <ShipperNumber>test1234</ShipperNumber>
 <ServiceType>ST</ServiceType>
 <BillingOption>PP</BillingOption>
 <NumberOfPackages>1</NumberOfPackages>
 <DescriptionOfGoods>textiles</DescriptionOfGoods>
 </ShipmentInformation>
 <Package>
 <Weight>1</Weight>
 <PackageType/>
 <Reference1>12121</Reference1>
 <Reference2>sasasa</Reference2>
 </Package>
 </OpenShipment>
</OpenShipments>

The Shopify REST API is integrated into wemalo-connectand connects Wemalo to the Shopify shop system.

Settings in Shopify

For the connection an API key, password and URL are required.

Supported actions

• Loading product Master Data
• Loading orders
• Transmission of sent parcels
• Transfer of stocks

Product master data

• products for which requires_shippinghas not been set are not loaded.
• All other products/variants are synchronized. SKU, EAN, weight, name, product group and manufacturer are exchanged.
• Please note: the SKU (also in variants) must be unique.

Attention: A known bug on the part of Shopify is that Shopify does not change the external ID of duplicated products. This is necessary to transfer a new products to wemalo.

commissions

• Orders with the financial_status paidand fulfillment_status unshippedare loaded and the Wemalo_Downloadtag is set.
• Order header data, delivery address and items are synchronized.
• The note field can be used to specify a pick info.
• In order to determine the correct shipping service provider, Wemalo queries the name of the selected service provider. To match, this must be stored in Wemalo as an external ID for the profiles to be used.
• Only positions for which “requires_shipping” has been set are transmitted to Wemalo.
• Note: once an order has been submitted to Wemalo, no further changes to the order will be submitted to Wemalo.

Transmission of packages/tracking numbers

• The tracking number is transferred back to Shopware together with the shipping service provider.
• This automatically changes the fulfillment_status.

Transfer of stocks

• In order for a Wemalo inventory to be transferred, the Inventory Policymust be activated.
• Wemalo does nottransmit negative stock if there are incomplete orders that cannot be served. Otherwise the variants can no longer be called in Shopify.
• Only pickable stocks are confirmed. I.e. goods on blocked stock or already picked goods will not be transferred as available stock to Shopify.

Find out Location ID

• In the shop, go to Settings (bottom left), then click on the Locations area.
• Then select the default location.
• The location ID can then be seen in the address bar of the browser (e.g. 1112222122).

If the Location-ID is not correct, a hidden Location-ID can be determined by wemalo. This is done via the REST call.

Auto reports are used for automatic report generation with subsequent e-mail dispatch. As a rule, a distinction can be made between a data export as CSV or Excel export. However, there are also auto reports that send an e-mail with a message and without an attachment (see Daily Closing).

One or more e-mail recipients can be stored for auto reports. Several recipients are entered separated by a comma.

The auto report daily closing can be used to create statistics on the actions performed on the current day. The statistics are sent by e-mail to one or more recipients.
The auto report can be stored via Reports- >Auto Reports.

• The start hour can be used to set when the day-end closing is to be created.
• With the help of “Pitch names” it can be filtered which storage spaces serve as “Refurbished”. Several pitches can be specified separated by commas.
• Under feature code the code of the client feature is entered, which is used for the calculation of the individual values.
• One or more (then separated with ,) can be entered under recipient e-mail.

The result of the daily closing then looks like this:

Outgoing new: 1
Outgoing from stock: 82
All returns: 39
Ingoing new: 22
Refurbishment: 50

• Outgoing new = > Sent articles with the characteristic code set.
• Outgoing from stock = > all other characteristics
• All returns = > the sum of the collected goods
• Ingoing new = > Total goods receipt on current day
• Refurbishmeht = > Total stock transfers (with duplicate recognition) to storage bins that begin with the “storage bin name” and did not have the set characteristic code during stock transfer

The following data is required to connect Weamlo to the DPD cloud service:

• UserCredentials CloudUserID
• UserCredentials Token
• if not yet available, please contact ci@dpd.de – lasts approx. 1 day

In Wemalo, shipping profiles are created under Configuration- >Shipping profiles. A shipping account should also be set up for DPD to store the above information. Subsequently, shipping profiles can be stored referencing the account, e.g. for the different shipping products of the provider.

• Your EKP number
• Login and password for the DHL business customer portal. Please create a new user for us.
• The product “Send” must already be activated for you. If you have any questions, please contact your DHL contact directly.

In Wemalo, shipping profiles are created under Configuration- >Shipping profiles. A shipping account should also be set up for DHL to store the above information. Subsequently, shipping profiles can be stored referencing the account, e.g. for the different shipping products of the provider.

Wemalo supports the Magento Rest-Api in Magento 2.

Setup

To do this, a remaining user must be created in Magento that has extensive authorizations. Wemalo accesses at least the following resources:

• POST V1/shipment/track
• POST V1/shipment
• POST V1/order/{id}/invoice
• GET V1/invoices?searchCriteria[filter_groups][0][filters][0][field]=order_id&searchCriteria[filter_groups][0][filters][0][value]={id}
• GET V1/products/{sku}
• GET V1/products?searchCriteria..
• GET V1/orders?searchCriteria...
• POST V1/invoices/%s/capture
• POST V1/invoices/%s/emails
• POST V1/shipment/{shipmentId}/emails
• PUT V1/products/{sku}/stockItems/{id}
• POST V1/orders/{salesOrderId}/comments

Create User Role:

• System -> Benutzerrollen -> Neue Rolle hinzufügen
• Role name e.g. wemalo
• Role Resources: Catalog, Shops, Data Transfer, Sales (Orders, Invoices, Shipments)

Create user:

• System – > All users – > Create new user
• Assign user name, first and last name and password
• Assign previously created user role
• username and password are required in the data exchange configuration in wemalo

Set Up Integration

• System – >Integrations – >Add new integration
• Only assign name and set authorizations analogous to user role
• release and store tokens in the data exchange configuration in wemalo

Define Order Status:

• Shops – > Order status – >Create new status
• Status code vendor, status label fulfillment
• Status code wemalo_ready, status label Ready
• Use “Assign status to status” to specify that wemalo_ready is to be used for payment input.

functional overview

• Loading of product master data
• Load customer orders (Note: once an order has been submitted to Wemalo, no further changes to the order will be submitted to Wemalo.)
• load invoices
• Transmission of sent parcels and tracking numbers
• Transfer of stocks
• Execution of invoicing and e-mail dispatch

Loading orders

• All orders with the status wemalo_ready (must be newly created in Magento) are downloaded by Wemalo. A comment is then added and the status is changed to vendor(also to be newly created).
• Note: once an order has been submitted to Wemalo, no further changes to the order will be submitted to Wemalo.