Warehouse XML Service

You will be able to use the warehouse xml service (commonly known as EDI - Electronic Data Interchange) if your warehouse supports this, some warehouses only offer partial support for some of the information which can be sent or received.

1 What can be sent and received
2 How is this sent to the warehouse
3 How is this controlled
4 Recommended Settings
5 Pull Information
6 How do you monitor this is working

What can be sent and received

Vision Commerce → Warehouse

Products

Products
Purchase Orders (Pre-advices)
Sales Orders
Tasting Notes

Warehouse → Vision Commerce


Goods Received
Orders Pick Confirmation

Stock Snapshot

How is this sent to the warehouse

We use a direct method of communication which is commonly known as an API (application programming interface), this involves the two systems talking directly to each other.

We securely connect to the WMS and once authenticated we can send information in XML format or request a reply in XML format.

The XML formats are industry standard formats where we know what each field is and what we should receive in the field. ( XML - extensible markup language - commonly used in digital documents)

How is this controlled

You have full control over this within the warehouse group settings, there are two boxes on the page

PUSH	Send information to the warehouse
PULL	Request the information from the warehouse

You will find the options within the EDI tab on the warehouse group maintenance.

Further information on these fields can be found here System Menu | EDI Settings within the warehouse group settings page.

Recommended Settings

We recommend a realtime setting where possible, however product codes are not normally required and purchase orders can just be sent when the next sales order is sent to the warehouse.

Pull Information

Document Type	What does this do

Document Type	What does this do
Goods Received Schedule	this will try to match a purchase order line by line and receipt the stock, this increases the stock
Orders Picked Schedule	this will match sales order lines and confirm the quantity despatched, this reduces stock in warehouse (it is no longer allocated) and makes the order line available for invoice.
Stock Reconciliation Schedule	this is performed daily to balance the systems book to book and as long as commerce has processed the goods received and orders picked then this should balance, we only recommend to run this once daily.

Do not switch on auto balance or create products unless you are told this is the method you will operate as this will automatically adjust your stocks to the warehouse every time it loads and should only be used by those customers who are just using the system for entering orders and where values do not matter.

Email summary - we suggest you have this with an address, you will then receive an email confirming the processing and any issues, if you do not want this and only want to know about problems then tick the “exceptions only” option.

How do you monitor this is working

Use the warehouse documents - further reading is located here Warehouse Documents - Vision Commerce - Confluence (atlassian.net)