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O Shopify + Web Portal

Laura Molano
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Topics Covered:

Introduction

Onboarding

Support

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Introduction

The content provided in this section is intended for users who wish to create a partnership with Olivela using an O Shopify + Web Portal integration.  With this integration, users will process inventory automatically via the Olivela Custom Shopify Inventory App, and fulfill orders 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 support invoices, returns or backorders.
  • You will have access to both stage and production portals but be sure to do all testing in the stage portal. We will notify you when it is time to use the production portal to process live orders.
  • O Shopify + Web Portal suppliers will share inventory through the Custom Shopify Inventory App (set up directly with Olivela), no inventory is uploaded to Logicbroker.

 

Helpful Links

Stage Portal - https://stageportal.logicbroker.com/ - where testing takes place

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 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

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: Inventory is managed directly with Olivela using the Custom Shopify Inventory App, no inventory is uploaded to Logicbroker.
  • 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: Logicbroker Account Creation

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)

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 modules:

  • 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 and some information is not relevant to suppliers using the Custom Shopify Inventory App such as manually uploading Excel/CSV inventory into Logicbroker. Once you walk through the path, you will continue on to Olivela/O Shopify tasks noted below *

 

Step 3: Complete Test Cases

Once you have walked through the LMS, you can now begin Olivela-specific tasks. Here, you will complete 3 test cases in the stage portal.

Action: 

  1. In stage 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 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.
      • 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 canceling the order *change Quantity Cancelled to 1 for each line and enter in the Change Reason: Out of Stock 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 4: Ready to go live!

When you’ve completed the test cases, you are nearly 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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