Orderspace Integration
This article outlines the steps to connect Orderspace with Planufac.
Navigate to the integrations page at https://my.planufac.com/integration. Select Orderspace to access the setup page and complete the integration.
Selecting the default stock location is critical, as this integration establishes a new origin from which your orders will draw inventory.
- Client ID*
- Client Secret*
Obtain these credentials from the Orderspace portal via the settings page. Ensure you select the Custom Integration option to access them.
For Trial users you might need to contact Orderspace support to enable custom integrations.
Setup Options
After acquiring your Client ID and Client Secret, configure the following toggle options to align with your business requirements:
- Fail on missing products? Prevents an order from processing in Planufac, for example if a SKU is mismatched.
- Create hidden contacts? Configures contacts to be hidden, preventing them from being available for shipping or purchasing in Planufac.
- Sync Orders? Enable this to ensure orders are sent from Orderspace to Planufac. This setting is required.
- Sync Stock? Enables inventory synchronization from Planufac to Orderspace.
- Prices include tax? Indicates whether Orderspace prices include taxes, allowing Planufac to adjust reports accordingly.
- Invoice on order? Not recommended initially, as enabling this invoices customers immediately upon receiving the sales order in Planufac. Disable this to allow order adjustments before invoicing.
- Invoice on ship? Configures Planufac to invoice customers upon order shipment.
- Use order date for invoices? Applies the sales order date to the generated invoice.