The Syncore App allows you to synchronize all of your store's orders to Syncore to automate your order management workflow. Every order that is generated through your Prodigy store will automatically create a Syncore Job and Sales Order.
In this article, we will cover the following topics:
Connect and configure the Syncore App
To get started, log into your store and use the left navigation menu to go to Apps:
You will then see the list of all available apps and you can click the Enable button on the Syncore app tile:
The next step is to enter your Syncore v2.0 API Key into the app and then click Save App. If you do not have an API Key, you can request it from your Facilis representative.
After entering the API Key into the App in your Prodigy store and saving it, you will then need to click the Verify Connection button to test that the connection is successful.
After the connection is verified, you will then notice that the App status is changed to Enabled. The final step is to complete the default Job settings. After entering values for the required settings, click the Save App button. The following are some important points about the Job settings:
- The Business Name will flow through to the Job Description (along with the Order #) in Syncore to help identify the source of the job. This is typically filled with the client name.
- The Primary Rep, Secondary Rep, and Customer Service Rep should be filled with valid email addresses of users that have been set up in Syncore. An invalid email address will cause the order sync to fail.
- If you set the Job Type to Store Order, you must obtain a valid Store ID from Facilis.
- If you want to assign all Jobs from a particular store to one contact in Syncore, just toggle on the Assign all jobs to one contact switch and enter the email associated with the contact.
Supplier and decoration data
Supplier and decoration data can be configured at the product level. If you are using our Logo Management app, some of the decoration information can be configured at the logo level.
If using our Logo Management app, the name of the logo and location that you create at the product level will automatically flow through to the Design Name and Decoration Location fields in the Syncore sales order. You can also optionally define the Decoration Method and Decoration Supplier at the logo level.
Logo Detail
Product Logo Location
Syncore Sales Order
If you are not using our Logo Management app or if you decide not to define some of the optional data at the logo level (decoration method, decoration supplier), you have the option to define the decoration data at the product level. On the edit product screen, scroll down and look for the Decoration and Design section as shown below.
Order synchronization
When the Syncore App is active, every order that the store receives will be pushed to Syncore as a new Job and Sales Order.
The Job Details will be set according to the default settings on the App page. Note that the status will initially be set to Pending and the Description is a combination of the store name and the Prodigy order number for reference.
On the Sales Order, the Sold To address will be set to the address of the Syncore contact and the Bill To and Ship To addresses will be the values from the Prodigy order.
The body of the Sales Order will contain all of the information about the products, variants, and decoration details from the order.
The Customer Instructions/Comments section will contain a link to the order in the Prodigy store.
The CSR & Finance Instructions section will contain a detailed breakdown of the payment methods used to pay the order.
If the order was paid by a credit card, the payment will be recorded in the Sales Order.