Once you’ve completed onboarding for both Canal and Orderful you’ll need to run a few tests before you can go live! These tests are called scenario tests and you will be prompted to complete all Canal required tests once onboarding is complete. This article can walk you through how to run scenario tests. You can always keep track of what scenarios need to be completed in the Orderful portal on the Scenario Checklist page.
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Test Scenarios
Canal will require that you complete the scenario tests below:
- 832 - Product data
- 846 - Inventory
- 855 - Purchase order acknowledgement
- 856 - ASN
- 810 - Invoice
- 860 - PO Change
Canal recommends that the tests be completed in 3 phases:
Product Data & Inventory
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- From your system of record, send the 832 & 846
- Return to Canal
- Verify product listings were imported from the 832
- Verify inventory levels were synced
Purchase Order
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- Kickoff the Supplier test order within Canal Settings
- This will initiate an 850 purchase order from Canal to Orderful
Acknowledgement, ASN, & Invoice
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- 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 Retailer
- Purchase Order
- Kickoff the Supplier test order within Canal Settings
- This will initiate an 850 purchase order from Canal to Orderful
- Acknowledgement (original order)
- Return to your system of record/ERP, or Orderful if you are completing testing there
- Link the transaction to the Cancellation scenario
- Send the 855 acknowledgment (accept)
- Reach out to support@shopcanal.com to cancel the test order
- Acknowledgement (cancellation from Retailer)
- Return to your system of record/ERP, or Orderful if you are completing testing there
- Send the 865 acknowledgment (accept)
Rejecting order from your Retailer
- Purchase Order
- Kickoff the Supplier test order within Canal Settings
- This will initiate an 850 purchase order from Canal to Orderful
- Acknowledgement, ASN, Invoice
- Return to your system of record/ERP, or Orderful if you are completing testing there
- Send the 855 acknowledgment (reject)
Tests can be completed directly within Orderful or your system of record (e.g. ERP).
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Going Live!
You’ve completed all of your scenario tests and you’re almost ready to go live! The final steps are:
- Importing products via 832 EDI document
- Sync inventory via 846 EDI document. Canal recommends verifying your product listing and inventory on Canal at this point.
*You will be required to set your inventory frequency to daily.
Now you are ready to go live! Going live is as simple as going to your Relationships page and toggling the Status from Go live ready to Live. This will now allow you to post transactions to the Live stream.
For any questions reach out to support@shopcanal.com