Step 6: Testing Your Integration

Before getting started, first review all integration options to make sure they meet your capabilities. All automated integration options offer the portal to manually process your documents. If you are using an automated option click the button link below to view the document specifications. 

Document Specifications

Continue to Processing Your Documents to learn how to process tests for each Integration Type.

 

Integration Type Description Connection Options

Portal

Use the portal to receive your order information, send all documents related to them, and update inventory. Does not require any development.

N/A

EDI

Receive EDI orders (850), send acknowledgements (855), Shipments (856), Invoices (810), Returns (180), and Inventory (846). Requires development from your team.

SFTP/FTP

AS2

VAN

JSON

Follow the Logicbroker standard JSON format to process Orders, Acknowledgements, Shipments, Invoices, and Returns. JSON is not available for Inventory. Requires development from your team.

SFTP/FTP

REST API

XML

Follow the Logicbroker standard XML format to process Orders, Acknowledgements, Shipments, Invoices, and Returns. If you want to process inventory using XML, it will require custom configuration from our implementation team; contact support for more information. Requires development from your team.

SFTP/FTP

REST API

CSV/XLSX or Flat File

Follow the Logicbroker standard CSV/XLSX format to process Orders, Acknowledgements, Shipments, Invoices, and Returns. If you want to use a Flat File document type, it will require a custom configuration from our implementation team, contact support for more information. Requires development from your team.

SFTP/FTP

REST API

Portal

System

We offer a list of different pre-built connectors. Contact us to see what systems are available.

N/A

 Note:

Logicbroker has the ability to support any custom format or system. Contact us for more information on getting the custom format integrated.

Creating Test Orders and Completing Test Cases

For all integration types, creating test orders and the available test cases will all be the same. You can click the link below to follow the walk-through to help you create test orders or follow the steps below.

Create Test Orders Walk-through

Navigate to Testing and select view for your trading partner you want to start the testing process with.  

 

Here you will see a list of all available test cases with instructions and all required documents to submit for each test case. To start begin by clicking Create a New Test Order. This will begin by creating the test order and you can follow the instructions for in the description and step process. 

When a new order is created you will see the link to the order in the first step; clicking it will take you to the order details page. All orders will be indicated with TEST # in the PartnerPO field. They will also be noted on the order detail page, providing links back to the test page.

 Tip:

All test orders created will use products that were created during the product setup process. This includes the SupplierSKU, PartnerSKU, UPC, and ManufacturerSKU

If you are using an integrated option, the order will be sent or made available to be picked up by your processing system. In addition, all steps thereafter requiring you to create documents related to the order can be completed using any of the integrated options as well. 

 Tip:

You can re-create new orders at any time, this will restart the test case and mark the original order as Ignored.

As you go through sending the required tests back for Acknowledgements, Shipments, Invoices or Returns, our system will provide results for each document. You can see the success or failure on the testing details page and can click into the linked document for the error details.

Clicking on the document will take you to the details page where you can review your results. Click the link to the Most recent event: Test Case Failed to see the details.

 

Processing Your Documents

Click on one of the tabs below to review the process for your integrated options.

Portal EDI JSON XMLCSV/XLSX
After creating your test orders, depending on your partner's requirements you will need to either return a test Acknowledgement, Shipment, Invoice or Return for the order. It is important to follow the test case closely as they will indicate which lines will be acknowledged (accepted, cancelled or backordered), which will be shipped, invoiced, and returned. For full information on using the portal to manage your orders see our Order Management section.

 

Packing Slips

If you will be printing packing slips in the portal you can do so on the order details page or print the packing slips in bulk on the Order Management page. You can select a list of orders from your filtered Order Management and click Export

You can also print packing slips off of the shipment. After submitting your shipment you will see a View Packing Slip button at the top of your shipment page.

 Tip:

Not all channels/retailers will require packing slips. It is always best to check with your channel/retailer whether it is necessary to print and ship items with a packing slip.

 

Acknowledgements

You can begin by navigating to one of your test orders. At the top of the order you will see a button labeled Accept/Reject. Clicking it will create a draft of an acknowledgement for that order.


On the page you will see the list of your items. Add the quantities for which you want to accept, cancel or backorder. If you are cancelling, you should provide a reason. This will typically be a required code provided by your partner.

Once your items are selected, click Submit at the top. After submission, the document will processed and provide you the results for that step in the test case. For successful test cases the status will move to Complete and for errors it will move to Failed.

 Tip:

You can also submit acknowledgements using CSV/XLSX through the portal. Click the CSV/XLSX tab and navigate to the portal connection option.

For more information on using acknowledgments through the portal see this article.

 

Shipments

Creating shipments follows the same process as the Acknowledgement. First navigate to your test order and select Ship at the top of the page. All available item information will automatically populate on the shipment page. Continue to add items to boxes and add a Tracking Number and Carrier for each box.

If you are shipping multiple boxes, you can click Add Box on the Packages bar. You will need to define all items and quantities being shipped in each package.

Once complete, click Submit at the top. After submission, the document will process and provide you the results for that step in the test case. For successful test cases the status will move to Complete and for errors it will move to Failed.

For more information on submitting shipments see this article.

 

Invoices

Creating invoices can be done in 2 ways. You can create an invoice off of the Order using the same shown previously - navigating to the test order and clicking Invoice or creating the Invoice off of the Shipment. If creating the invoice off of the shipment, only items that were shipped will appear on the invoice document. 

On the Invoice page you will need to add all necessary billing information. This will include invoice number, item quantity, pricing, discounts, handling, and taxes.

Once complete, click Submit at the top. After submission, the document will process and provide you the results for that step in the test case. For successful test cases the status will move to Complete and for errors it will move to Failed.

For more information on submitting shipments see this article.

 

Returns

The process for creating a return is the same as above. Begin by navigating to your test order and at the top click More Actions > Return Items

On the return page enter all the items and quantities that are being returned. Include any return reasons that were provided by the end customer as well. There will be required codes provided by your retailer/channel.

 

Inventory

Inventory will not have a defined test case under this process. Refer back to Step 2: Setup Inventory/Products. Once you create your items and provide an inventory update successfully your testing process is complete.

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