The Syncore app allows you to send Prodigy orders to Syncore and automate your order-management workflow.
After enabling and configuring the app, orders can be sent to Syncore as individual Job and Sales orders, or they can combined into aggregate orders.
In this article, you will learn about:
- Connecting the Syncore app
- Configuring default job settings
- Assigning jobs to one contact
- Aggregating orders
- Configuring supplier and decoration information
- Synchronizing orders
- Reviewing Syncore job information and errors
Connecting the Syncore App
To get started, navigate to Apps from the left sidebar menu.
Locate the Syncore app and click Enable.
Enter your Syncore v2.0 API Key in the API Key field.
If you do not have an API Key, contact your Facilis representative.
Click Save App in the upper-right corner.
After saving, the button will change to Verify Connection. Click Verify Connection to confirm that the API Key is valid.
After verifying the connection, you should complete the default Job Settings.
Job Settings
Job Settings determine how new Syncore jobs are created from Prodigy orders.
You can choose between two job types:
- Standard
- Store Order
Standard
Use Standard for the normal Syncore job workflow.
This option is appropriate for most stores.
Store Order
Use Store Order when the job needs to be available in Syncore V1 or used with a legacy BrightStores integration.
Selecting Store Order displays a Store ID field. A valid Store ID must be obtained from Facilis.
For additional information about Syncore jobs, see the Syncore Jobs documentation.
Default Job Information
Depending on the selected job type, the Job Settings may include:
- Product Index
- Estimated Delivery Date
- Priority
- Business Name
- Primary Rep
- Secondary Rep
- Customer Service Rep
- Commission Code
- Commission Split
- CSR Message
Note: The Primary, Secondary, and Customer Service Rep fields should have valid email addresses of users that exist in Syncore. An invalid email address may prevent an order from synchronizing successfully.
Assigning All Jobs to One Contact
Enable Assign all jobs to one contact when every job created by the store should be connected to the same Syncore contact.
When enabled, enter the email address associated with that Syncore contact.
This is useful for company stores where individual customers place orders, but the overall program is managed or billed through one company contact.
Once again, the email contact must already exist in Syncore, or a Not Found message will appear.
Aggregate Orders
The Aggregate Orders feature allows multiple Prodigy orders to be combined into one Syncore Job and Sales Order.
This is useful for temporary stores, employee programs, group orders, and other situations where many customers place separate orders that should be produced and billed together.
For example, a company may operate a pop-up store where 1,000 employees place individual shirt orders. Instead of creating 1,000 separate Syncore jobs, Prodigy can combine those orders into one job assigned to a company contact.
Assigning the Batch Contact
Enabling Aggregate Orders automatically enables Assign all jobs to one contact.
This setting cannot be disabled while aggregation is active.
Because an aggregated job contains orders from multiple customers, the job must be assigned to a single designated contact rather than the individual customer who placed each order.
Automatic Aggregation
Select Automatically to create batches on a recurring schedule.
Available aggregation periods include:
- Daily
- Weekly
- Biweekly
- Monthly
- Custom
Selecting Custom allows you to enter the number of days between batches.
The automatic settings include:
- Order Aggregation Period: How frequently batches are created
- Specify The Start Date: The date from which the aggregation schedule begins
- Date Of First Batch: The calculated date when the first batch will be sent to Syncore
Each batch creates one consolidated Syncore Job and Sales Order containing the combined products and quantities from the included Prodigy orders.
The original orders remain separate within Prodigy.
Manual Aggregation
Select Manually when you want to decide which orders should be included in each Syncore batch.
To create a manual batch:
- Navigate to Orders → All Orders.
- Click Send Orders To Syncore.
- Review the list of orders that have not yet been sent to Syncore.
- Select the orders you want to include.
- Send the selected orders as one batch.
The selected orders will be combined into one Syncore Job and Sales Order.
Because the job is consolidated, Syncore displays the combined products and quantities rather than separating the contents by original Prodigy order.
Supplier and Decoration Data
Supplier and decoration information can be configured at the product level.
If Logo Management is enabled, some decoration information can also be configured at the logo and placement level.
All decoration information is optional. This allows products that are already decorated or do not require additional decoration details to synchronize without completing these fields.
Decoration and Design
From the product editor, locate the Decoration and Design section.
Available fields include:
- Supplier ID
- Decoration Method
- Decoration Vendor
- Decoration Color
- Decoration Size
- Run Charge
- Stitch Count
- Associated cost fields
Information entered in this section is included with the product when an order is synchronized to Syncore.
Logo Management Information
If Logo Management is enabled, logo and placement information can also be passed to Syncore.
The logo name and product placement location are used for the Syncore Design Name and Decoration Location.
At the logo level, you can also configure:
- Decoration Vendor
- Decoration Method
- Logo Charge
- Color
- Run Charge
- Stitch Count
- Cost
- Note
This information is then included in the Syncore Sales Order.
Order Synchronization
When Aggregate Orders is disabled, each new Prodigy order creates a separate Syncore Job and Sales Order.
The Job Details use the default settings configured on the Syncore app page.
The initial Syncore job status is set to Pending, and the Business Name is included in the Job Description.
Sales Order Information
The Syncore Sales Order includes order and product information from Prodigy.
This may include:
- Products and variants
- Quantities
- Pricing
- Supplier information
- Decoration details
- Logo and placement information
- Customer instructions
- Billing and shipping addresses
- Payment details
The Sold To address is based on the assigned Syncore contact.
The Bill To and Ship To addresses are based on the Prodigy order.
The body of the Sales Order contains the product, variant, and decoration information from the order.
The Customer Instructions/Comments section includes a link to the order in Prodigy.
The CSR & Finance Instructions section includes a breakdown of the payment methods used for the order.
If an order was paid by credit card, the payment is also recorded on the Syncore Sales Order.
Viewing Syncore Jobs From the Orders Page
The Orders → All Orders page includes a Syncore Job column.
After an order has synchronized successfully, this column displays the Syncore Job ID.
Click the Job ID to open the corresponding job in Syncore. You must be logged in to Syncore to view the job.
If multiple orders were combined through Aggregate Orders, each included order displays the same Syncore Job ID.
Orders That Were Not Sent
If an order could not be sent to Syncore, the Syncore Job column displays Not Sent.
An alert icon appears next to the status.
Hover over the alert icon to view the reason the order was not synchronized.
For example, an order may fail if the Primary Rep email address does not match a valid Syncore user.
After correcting the problem, click the circular retry icon to send the order to Syncore again.
Disabling the App
To disconnect Syncore, locate the Disable App section at the bottom of the app configuration page and click Disable App.
Disabling the app stops future orders from being sent to Syncore.
That's everything you need to know about Syncore (Facilis).