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Manual + Web Portal

Laura Molano
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Topics Covered:

Introduction

Onboarding

Support

Attachments

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Introduction

The content provided in this section is intended for users who wish to create a partnership with Olivela using a Manual + Web Portal integration.  With this integration, users will process manual inventory uploads and all order fulfillment actions in the Logicbroker Web Portal

 

Contacts

Olivela - Marthaluz Quiteno - marthaluz@olivela.com

Logicbroker - support@logicbroker.com 

* Please be sure to communicate through the same email thread we reach out to you on. If you need to create a new thread, include all the contacts above

 

Things to Note

  • Olivela does not accept invoices, returns, or backorders sent via Logicbroker. No action will be taken by Olivela if these documents are submitted.
  • You will have access to both stage and production web portals but be sure to do all testing in the stage web portal. We will notify you when it is time to use the production web portal to upload live inventory and process live orders.

 

Helpful Links

Stage Portal - https://stageportal.logicbroker.com/ - where testing takes place.  Distinguishing feature: repeating “STAGE” watermark across the top banner

Production Portal - https://portal.logicbroker.com/ - where live orders are processed

Olivela Knowledge Base - https://olivela.logicbroker.com/hc/en-us - where you can look up any testing or production-related questions

Learn Logicbroker - https://learn.logicbroker.com/ - Logicbroker's Learning Management System that will walk you through the web portal and provide a supplier overview

* Note that you will need to log in to access all of these links with the exception of the Knowledge Base so make sure you complete Step 1 below

 

Integration Method Overview

Web portal integrations offer the quickest go-live.

  • Order Processing: Orders will appear in Logicbroker, suppliers create acknowledgments (acceptances or cancellations) and shipments in Logicbroker.
  • Inventory: Suppliers upload inventory into Logicbroker as an Excel/CSV file *Excel uploads are  preferred since CSV may cause scientific notation errors
    • once with all fields (Supplier SKU, Quantity, Cost, Supplier Description, Size, Color, Style (if applicable))
    • daily with only required fields (Supplier SKU, Quantity, Cost)
    • inventory is sent and Olivela updates their site accordingly.
  • Packing Slips: Suppliers will download packing slips directly from Logicbroker – this can also be done in bulk.

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Onboarding

This section will walk you through all the steps you need to complete for a successful go-live.

Step 1: Create Logicbroker Account

You should have already received an invitation from Logicbroker via email. Subject Line: "Welcome to Logicbroker!". This invitation will allow you to create a login and password to the Logicbroker platform. Don’t see the email? Check your junk mail folder & add do-not-reply@logicbroker.com to your contacts list.

Action: 

  1. Accept the invitation within 7 days and create your Logicbroker account. The link expires after 7 days so if you miss the window, let us know and we can send out a new invitation. 
  2. Once you have created an account, you send out invitations to anyone else on your team. To see how, see User Management

 

Step 2: Review the LMS (Learning Management System)

* Optional

Learn Logicbroker is our Learning Management System which offers learning materials to help you become more comfortable with your dropship experience. Here, we offer an extensive library of videos, photos, and written information to help acclimate you to Logicbroker and help you succeed with your integration with Olivela. Only registered users can access Learn Logicbroker so make sure you complete Step 1 before attempting to log in. 

Action: Logicbroker will assign you the Portal Supplier Onboarding Path which includes the following classes:

  • Welcome to Learn Logicbroker
  • Getting Started with Logicbroker: The Portal
  • Supplier Overview

If you lose the email or want to have another member of your team walk through the path, you can access and share the link here: Portal Supplier Onboarding Path

To access Learn Logicbroker, go here: Learn Logicbroker

 * Note that this content is general information for all suppliers - some information is not Olivela specific such as information on returns and invoices. Once you walk through the path, you will continue on to Olivela specific tasks noted below

 

Step 3: Upload Test Inventory

Once you have walked through the LMS, you can now begin Olivela-specific tasks. Here, you will upload inventory into the stage portal.

Action: 

  1. Download the Olivela Inventory Template (attached at the bottom of this page) and fill out all green and yellow highlighted columns with your inventory information.

    All highlighted columns are required for your Stage upload, FIRST Live upload, and any Live upload where you are adding to your assortment.  For all other uploads, see below:

      • Required Fields: Supplier SKU, Quantity, and Cost (shown in green)
      • Optional Fields: Supplier Description, Size, Color, Style (shown in yellow)
  2. In stage web portal, go to Products > Inventory Feeds > select Olivela as your partner > upload your file in Upload Files as a Supplier Feed

Walkthrough on uploading inventory:

 

Step 4: Complete Test Cases

After you have uploaded inventory, you will move onto testing where you will complete 3 test cases. 

Action: 

  1. In stage web portal, go to Testing > Olivela: View > click on Create a New Test Order for each of the three test cases

  2. Process the 3 test cases:
    • Test Case 1: Fulfill (Single Line)
      • Create an acknowledgment accepting the order (be sure to include an Estimated Ship Date)
      • Create a shipment *include a Carrier and a Tracking Number. The tracking number can be any alphanumeric string

    • Test Case 2: Fulfill (Multi Line)
      • Create an acknowledgment accepting the order (be sure to include an Estimated Ship Date)
      • Create a shipment *include a Carrier and a Tracking Number. The tracking number can be any alphanumeric string

    • Test Case 3: Cancel 
      • Create an acknowledgment to cancel the order.  Be sure to change the Quantity Cancelled for each line item so that it matches the Quantity Ordered, and enter in the Change Reason: Out of Stock for each under Acknowledgement Items.

Walkthrough on processing test cases:

For more information on the 3 test cases, go to Portal Test Cases

For more information on acknowledgments, go to Creating an Acknowledgement (Accept/Cancel) 

  • You will only need to use the following change reasons once you are live:
    • Out of Stock
    • Discontinued Item
    • Cannot fulfill in time

For more information on shipments, go to Creating a Shipment

* Note: Olivela does not support invoices, returns or backorders

 

Step 5: Request Inventory Approval

Once you have uploaded your initial stage inventory and completed the 3 test cases, you will need an updated inventory to be approved in the stage web portal.

Action: 

  1. Review and re-upload a current version of your Olivela inventory in the stage web portal.  If there has been no change in quantity or product assortment since your initial upload, you can skip this step.
  2. Request approval of your new inventory upload in the stage web portal.  If you skipped Step 1, please request re-approval of your initial inventory.

If any corrections need to be made, Olivela will communicate them to the vendor in this
step.

 

Step 6: Upload Live Inventory

When Olivela approves your updated stage inventory, you are nearly ready to go live!

Action:

  1. Upload your newly-approved inventory into the production / live portal the same way you did in stage.

 

Step 7: Ready to go live! 

Olivela will reach out with next steps to launch via email.

From this point on, you will use the production portal only *You will not need to log in to the stage portal anymore, except for special cases (like training a new team member).

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Support

See the Onboarding Help article

If you have any other questions throughout the onboarding or production phase, review:

Both these resources are great for training new members of your team! If you need additional support, reach out to support@logicbroker.com, marthaluz@olivela.com and dropship@olivela.com. 

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Attachments

Olivela Inventory Template.xlsx

 

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