How to go Live with MyFulfillment

How to go Live with MyFulfillment

This article explains how to go live with MyFulfillment, erase test data and enable feeds to CMS.
Boostmyshop is of course at your disposal to support you during this transition.

Prerequiresites

Before you plan to go live with MyFulfillment, please make sure you fulfill the following requirements : 
  1. You understand how to manage / edit stock levels
  2. You understand how to ship orders and print shipping labels (including orders with pickup / relay point)
  3. You dont have integration errors (see the bell icon in the top right corner)

Pause integration


Before you follow these instructions, disabled your CMS integration to prevent any changes.
That can be done goingin menu Integrations > Manage integrations, and click on your shopify / magento / prestashop Integration.
Then disable it : 



Delete test / old data

It is recommended to delete test data before going live.

      Delete purchase orders


You can delete Purchase order from menu Purchasing > Purchase orders, then select all purchase orders and select mass action "Delete" : 



      Delete stock movements


It is also recommended to delete all stock movement to start stock import from scratch, go in menu inventory > stock movement and delete movements in mass : 



Once movements are deleted, all stock levels are changed to 0

      Delete sales orders

This operation is not mandatory but highly recommended : the idea is to delete all orders in MyFulfillment and enable order import from a specific order id  /date once you are live with MyFulfillment

To mass delete, orders, go in menu sales > Orders, and use mass action : 

 


Import stock levels and locations

Build a csv file with at least sku and quantity  in the warehouse. 
You can also add shelf location if you need them.

Then, select menu Wizards > Data import > Import stock and location : 



Then follow instructions to import stock


Import only recent orders and backorders

Let's consider the scenario where you go live on tuesday morning : in an ideal world, every orders until monday afternoon will be shipped from your old system, and then every orders from monday evening will be shipped with MyFulfillment.

To configure this "Pivot sales order", go in your CMS integration andfollow these instructions:
  1. For prestashop, you must enter the order ID (not reference) from which MyFulfillment will start to import orders : that can be done in integration view, configuration tab : 

  1. For Magento1, you must enter the order ID (not reference) from which MyFulfillment will start to import orders : that can be done in integration view, configuration tab :


  1. For Magento2, you must enter the date from which MyFulfillment will start to import orders : that can be done in integration view, configuration tab :




If for some reasons you have old orders that are not shipped yet, keep in mind that you can manually import them in MyFulfillment : go in menu Integrations > Manage integration and click on your CMS integration. Then select tab "Tools", enter the order reference to import and hit save button :




Schedule outgoing feeds

You must know schedule the feeds to export stock levels to CMS and send shipping confirmation.
To do it, go in menu integrations > Manage integrations,click on your CMS integration and select tab "Feeds" : 



Feeds from CMS to MyFulfillment should be scheduled again, so you only need to enable these 2 feeds : 
  1. Shipping confirmation : every 30 minutes
  2. Stock level export : every 5 minutes
Then save.

Note : if you can not see "Shipping confirmation" / "Stock level export" feeds there, select the "Configuration" tab on the left, scroll until the bottom and unselect those feeds in the "HIDE FEEDS" section


Enable integration again

This is the final step, go back in the CMS integration (menu Integrations > Manage integrations) and enable the integration.



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