Once you've completed onboarding for both Catalog and Orderful, you need to run a few tests before you can go live. These tests are called scenario tests, and you are prompted to complete all required tests once onboarding is complete. This Orderful article walks you through how to run scenario tests. You can track which scenarios need to be completed in the Orderful portal on the Scenario Checklist page.
Test scenarios
Catalog's guidelines can be viewed at orderful.com/network/canal.
The following documents are supported. Items marked as required must be tested before going live:
- 832 — Product data
- 846 [required] — Inventory
- 850 [required] — Purchase Order
- 855 — PO acknowledgement
- 860 [required] — PO Change
- 865 — PO Change acknowledgement
- 856 [required] — ASN
- 810 — Invoice
Product data and inventory
- From your system of record, send the 832 and 846. If you prefer to upload product listings via CSV, you can do so using the CSV import process.
- Return to Catalog.
- Verify product listings were imported from the 832.
- Verify inventory levels were synced.
Purchase order
- Kick off the Brand test order within Catalog Settings.
- This initiates an 850 purchase order from Catalog to Orderful.
Acknowledgement, ASN, and invoice
- Return to your system of record/ERP, or Orderful if you are completing testing there.
- Link the 850 transaction to the PO scenario.
- Send the 855 acknowledgment (accept).
- Send the 856 ASN.
- Send the 810 Invoice.
We also recommend testing these optional but recommended scenarios:
Cancellation from your Partner
- Purchase order: Kick off the Brand test order within Catalog Settings. This initiates an 850 purchase order from Catalog to Orderful.
- Acknowledgement (original order): Return to your system of record/ERP or Orderful. Link the transaction to the Cancellation scenario. Send the 855 acknowledgment (accept).
- Reach out to roktcatalogsupport@rokt.com to cancel the test order.
- Acknowledgement (cancellation): Return to your system of record/ERP or Orderful. Send the 865 acknowledgment (accept).
Rejecting an order from your Partner
- Purchase order: Kick off the Brand test order within Catalog Settings. This initiates an 850 purchase order from Catalog to Orderful.
- Acknowledgement, ASN, Invoice: Return to your system of record/ERP or Orderful. Send the 855 acknowledgment (reject).
Tests can be completed directly within Orderful or your system of record (e.g., ERP).
Going live
You've completed all of your scenario tests and you're almost ready to go live. The final steps are:
- Import products via the 832 EDI document.
- Sync inventory via the 846 EDI document. We recommend verifying your product listing and inventory on Catalog at this point.
Note: You are required to set your inventory frequency to daily.
Going live is as straightforward as going to your Relationships page in Orderful and toggling the status from Go live ready to Live. This allows you to post transactions to the Live stream.
For any questions, reach out to roktcatalogsupport@rokt.com.