Step 2: Add stage settings

Note: You will need to reapply these settings once you move to the production portal as settings do not carry over from stage to production. 

Send packing slip sample for approval (required for some API/EDI suppliers) 

*This step is required for some API and EDI suppliers

API and EDI suppliers have 2 options for handling packing slips:

If you do not plan on using Logicbroker's You can set up default or partner-specific payment terms. For more information, see Document Settings.  

1. Use Logicbroker generated packing slips – these are retailer-branded and are available in the portal. You will need to log into the portal to download/print. You may do this on individual orders or do this in bulk. For more information, see Shipments > Download Packing Slips
2. Create your own – review Joy's packing slip specs to map your own slip in your system. If you do this, send a sample to Joy for approval

Set up your connection (API/EDI/Shopify suppliers) 

*This step is required for API, EDI and Shopify suppliers 

• API Suppliers: Generate a stage API key from the API Authentication page
• EDI Suppliers: Add your stage EDI connection from the EDI Connection page
• Shopify Suppliers: Add your stage Shopify connection from the Connections page 

Set up shipping SCAC codes (optional)

*This step is optional for API and EDI suppliers

If your system uses a different code than the one listed under Standard Code, you will need to add a Custom Code so our system can match your Custom Code to our Standard Code. Our system will translate your custom code to our standard code on all orders and return documents. If a code is received that is not mapped, you may receive an error and your document may fail. For more information, see Shipment Options.

1. In the Logicbroker portal, go to Settings > Shipment Options > Ship Method Mappings
2. You will see a list of all the ship methods that all your retailers accept (to see partner-specific ship methods, scroll down to Partner Ship Method Mappings).
3. If the Standard Code column lists a code different than the one in your system, click on Edit > add your Custom Code to map a Custom Code for our system to recognize the code you will be sending

Turn on auto-invoicing (Shopify suppliers) 

*This step is required for Shopify suppliers

Joy requires invoices for all shipped items. You can either manually create invoices in the portal or turn on auto-invoicing for Logicbroker to automatically create invoices on your behalf.

1. In the Logicbroker portal, go to Settings > Account Information > Shipment Settings
2. Turn on the Create Invoice from Shipment setting

Set up Payment Terms 

You can set up default or partner-specific payment terms. For more information, see Document Settings.  

1. In the Logicbroker portal, go to Settings > Account Information > Payment Terms
2. Add payment terms

Set up notifications

You can customize email notifications. Notifications need to be set up on an individual user basis. If you turn on a notification, it will not be sent to all users in your company. For more information, see Notification Explanations.

1. In the Logicbroker portal, go to Settings > Notifications
2. Toggle on the notifications below
3. Save