Educator's Resource is a prominent supplier of educational materials, school supplies, and classroom resources. By integrating Educator's Resource as a source in Flxpoint, you can efficiently manage and synchronize inventory, product information, and order processing, ensuring that your educational product offerings are always up-to-date and accurately reflected across your sales channels.
How to connect
Step 1: Log into your Flxpoint account and navigate to the Sources tab.
Step 2: Click on + Add Source (or Configure Single Source) to begin creating a new source for Educators Resource.
Step 3: Provide basic source details (e.g., vendor name "Educators Resource"), then click Save or Next to continue.
Step 4: Follow the Source Wizard prompts. You may see:
Vendor Setup: Indicate if this source is a vendor (e.g., Educators Resource) or an internal warehouse. If vendor, choose whether to enable a Vendor Portal or use integrations.
Assign Vendor: Assign an existing vendor record or create a new one for Educators Resource.
Configure Vendor Portal: If you enable a portal, specify which vendor users can access your inventory/fulfillment requests.
Order Fulfillment: Enable/disable this source for fulfilling sales orders, set up auto-processing, and define your inventory commit strategy.
Shipping Cost Estimations: Choose to use Rate Shopping or Estimates via Rules.
Real-Time Estimates: Optionally integrate with a rate-shopping provider (e.g., ShipEngine).
Order Routing Groups: Add this source to any relevant routing group to prioritize order fulfillment.
Shipping Methods: Define your shipping method name, default carrier code, and whether to use rate-shopped codes.
Source Location: Enter the “Ship From” address (street, city, state, country).
Integration Setup: Once these steps are completed, click Done to finalize your source.
Step 5: Under Integrations, select the process you want to configure (Get Inventory [Primary], Get Inventory [Secondary], Send Fulfillment Requests, or Get Shipments). If you see "No integrations have been configured for this process yet", click Start Creating Integrations.
Step 6: Configure the connection based on the process:
For Get Inventory [Primary]: No credentials are required. You can skip entering FTP details and proceed directly to the next step.
For Get Inventory [Secondary], Send Fulfillment Requests, or Get Shipments: In the New Educators Resource Connection form, enter your FTP credentials:
Connection Name – a unique name (e.g., "Educators Resource FTP").
FTP Host – the FTP endpoint provided by Educators Resource (e.g., edi.eduresource.com).
Username and Password – your FTP login credentials provided by Educators Resource.
Port – typically 21 (or as provided by Educators Resource).
Click Test Connection to ensure your credentials are valid.
Step 7: If credentials were required (for Get Inventory [Secondary], Send Fulfillment Requests, or Get Shipments), click Save Connection to store these details in Flxpoint. For Get Inventory [Primary], you can skip this step.
Step 8: On the Configure Settings screen:
For Get Inventory [Primary]: No additional connection settings are needed since credentials are not required. Specify any file/folder paths for the Educators Resource inventory feed (if applicable), decide whether to archive older data, and configure any shipping or advanced settings as needed.
For Get Inventory [Secondary], Send Fulfillment Requests, or Get Shipments: Specify the file/folder paths for the respective process (e.g., inventory feed, fulfillment requests, or shipment data), decide whether to archive older data, and configure any shipping or advanced settings as needed.
Click Save and Proceed to continue.
Step 9: Next, select or create your Mapping Template under Define a Mapping Template. Map the vendor’s fields (SKU, quantity, etc.) to the corresponding Flxpoint fields. Click Save and Complete when finished.
Step 10: Your Educators Resource integration for the selected process is now active. Flxpoint will begin processing data according to your scheduled settings.
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Product Operations
The primary operation handles the bulk of your inventory management needs, while the secondary operation allows for more detailed control, such as focusing on specific products or updates
Get Inventory (Primary)
Supported | Educators Resource - Get Inventory (Primary)
Introduction to Educators Resource Inventory Integration
This guide explains how to use the Educators Resource Get Inventory (Primary) integration to manage your product catalog. Whether you’re new to inventory management or an experienced user, this section will walk you through the process of syncing product data—like stock levels, prices, and descriptions—from Educators Resource into your system. The goal is to ensure your inventory stays accurate and up to date, so you can focus on running your business. Let’s explore how this works and how to set it up.
Purpose of This Integration
The Educators Resource Get Inventory (Primary) integration connects your system to Educators Resource to automatically update your product catalog. It retrieves essential information, including:
- Product details (such as names, descriptions, and images).
- Stock quantities (how many items are available).
- Pricing (how much each product costs).
This ensures your store or platform reflects the most current information from Educators Resource, helping you avoid overselling or displaying outdated prices.
How the Integration Works
The integration follows a straightforward process to bring data into your system:
1. Accessing Files: It connects to a website called
ercontent.com, which acts like an online storage space. From there, it downloads three key files:
-
ERQTYBN.csv: Contains stock quantities (e.g., 50 units of a puzzle).
-
ER_Content.csv: Includes product details (e.g., product names, descriptions, and images).
-
ERBPrtr.txt: Provides pricing information (e.g., a book costs $15).
2. Syncing Data: The integration takes the information from these files and adds it to your system, updating your product catalog.
3. Keeping It Updated: You can run the integration manually or set it to run automatically on a schedule (e.g., daily).
Note: If any of these files are missing or empty, the integration will not work, and an error message will appear to alert you.
Configuration Options
You can customize how the integration behaves based on your needs:
- Handling Missing Products: If a product is no longer in the Educators Resource files, you can choose to either archive it (remove it from your active catalog) or set its quantity to 0 (mark it as out of stock).
- Scheduling: Decide whether to run the integration manually or on a schedule (e.g., every day at 8 AM).
- Images: Product images are only downloaded in the production environment (your live system). Images are stored in two folders on the server:
/Assets/Original_Images for primary images and /Assets/Additional_Images for additional images.
Setup Instructions
Follow these steps to set up the integration:
1. Add the Integration: In your system (using a platform like Flxpoint), add the Educators Resource integration. No username or password is required for this part—the connection to
ercontent.com is preconfigured.
2. Configure Settings: Choose how to handle missing products and decide whether to run the integration manually or on a schedule.
3. Create a Mapping Template: Set up a mapping template to tell the system how to match Educators Resource data to your inventory fields. This step is explained in detail below.
4. Run the Integration: Start the integration manually or let it run automatically based on your schedule.
Pricing Details
Pricing information can come from two sources:
- Default Pricing: The integration uses prices from the
ERBPrtr.txt file (e.g., a puzzle costs $10).
- Custom Pricing (Optional): If you have special pricing, you can provide a custom file (e.g.,
E10_D.csv). This file will override the default prices. To use a custom file, you’ll need to provide:
- Server Name: A unique name for your account.
- Username: Your account’s login name.
- Password: Your account’s password, formatted as a letter + number + "D" (e.g., "E10D").
The custom file must be placed in the root folder ("/") on the server.
Quantity Details
Stock quantities are sourced from the
ERQTYBN.csv file. For example, if the file lists 100 units of a book, your system will show 100 units in stock. If a product is also listed in the ERQTY_AMZBN.csv file, it can be used for these marketplaces:
- Amazon
- Walmart
- eBay
- Jet
Mapping Template Details
A mapping template is a set of instructions that tells the integration how to match data from Educators Resource to your system. For example, it decides whether the “Product Title” from Educators Resource should become the “Title” in your inventory. This section explains how to create and use a mapping template, with detailed options for every field.
Interface Overview
- The mapping screen is labeled “Educators Resource Get Source Products” at the top. You can name your template (e.g., “Educators Resource Mapping”).
- There are three buttons: Delete (remove the template), Duplicate (make a copy), and Save (save your changes).
- The screen is divided into two columns:
- Left Column (From Value): Shows the data fields from Educators Resource (e.g., “Product Title,” “Cost”).
- Right Column (To Inventory Parent Field): Shows the fields in your system (e.g., “Title,” “Price”).
Mapping Options
For each field, you can choose how to handle the data. Here are the available options, with explanations:
- Don’t Map: Ignore the field. The data won’t be used in your system. Use this if the information isn’t relevant (e.g., ignoring “Material” if you don’t need it).
- Set To Empty: Clear the field in your system. This removes any existing data for that field (e.g., setting “Weight” to empty means no weight will be shown).
- Direct Copy / Field: Copy the data exactly as it is from Educators Resource. For example, copying “Product Title” to “Title” means a product named “Puzzle Set” in the file will be named “Puzzle Set” in your system.
- Value: Set a specific value of your choice. For example, you can set “Weight Unit” to “pound” for all products, regardless of what the file says.
- Mapping Set: Transform the data using a predefined rule (e.g., changing “Red” to “Crimson”). This is useful for advanced users who need to modify data.
- Rules: Apply conditional logic (e.g., “If the product is a book, set the category to ‘Books’”). This is also for advanced users and can be skipped if you’re new.
Available Source Fields
The following fields are available from Educators Resource files for mapping:
- Content File (ER_Content.csv): Age, Barcode, Brand, Bullet Points (1-6 for descriptions), Color, Group, Height, Length, Large Image Link, Manufacturer Reference (ISBN), Material, Product Title, ProductSeries, Suggested Long Description, Web Category, Web Product Type, Weight, Width.
- Inventory File (ERQTYBN.csv): Available (stock quantity).
- Product File: Bar Code, Cost, Description, Extra Desc, MAP (minimum advertised price), MSRP (manufacturer’s suggested retail price), Name (manufacturer), Part Id, Vend Id (manufacturer’s part number).
Complete Field Mappings
Below is a detailed list of every field you can map to in your system, with explanations, examples, and suggested mappings:
Parent SKU: A unique identifier for each main product, used to group variations (e.g., different sizes of the same puzzle).
- Example: “PUZZLE-001”
- Suggested Mapping: Map to “Part Id” from the Product File using “Direct Copy.”
- Reason: “Part Id” is a unique code for each product in Educators Resource, making it ideal for your Parent SKU.
All Attributes: Extra details about the product, such as color or material, copied together.
- Example: Color: “Blue,” Material: “Plastic”
- Suggested Mapping: Use “Direct Copy” to include all attributes (e.g., Color, Material, Age, Group, ProductSeries).
- Reason: This option saves time by copying all extra details at once.
All Custom Fields: Additional fields you’ve created in your system for specific information (e.g., “Grade Level” for school supplies).
- Example: Grade Level: “K-3”
- Suggested Mapping: Use “Direct Copy” to include any custom fields you’ve set up.
- Reason: This ensures all your custom fields are populated with relevant data.
All Images: The product’s images, which customers will see in your store.
- Example: “puzzle.jpg”
- Suggested Mapping: Map to “Large Image Link” from the Content File using “Direct Copy.”
- Reason: “Large Image Link” provides the main product image, which is essential for your catalog.
All Options: Variations of the product, such as different sizes or colors.
- Example: Size: “Small,” Color: “Blue”
- Suggested Mapping: Use “Direct Copy” to include all options.
- Reason: This ensures all product variations are included in your system.
Title: The name of the product as it will appear in your store.
- Example: “Educational Puzzle Set”
- Suggested Mapping: Map to “Product Title” from the Content File using “Direct Copy.”
- Reason: “Product Title” is the official name provided by Educators Resource, making it the best choice for your product title.
UPC: A Universal Product Code, often used for barcodes to identify products.
- Example: “123456789012”
- Suggested Mapping: Map to “Barcode” from the Content File using “Direct Copy.”
- Reason: “Barcode” contains the UPC code, which matches this field.
Weight: The weight of the product (a numerical value).
- Example: “2.5”
- Suggested Mapping: Map to “Weight” from the Content File using “Direct Copy.”
- Reason: This provides the exact weight, which is important for shipping calculations.
Weight Unit: The unit of measurement for the weight (e.g., pounds, kilograms).
- Example: “pound”
- Suggested Mapping: Use “Value” and set it to “pound.” Other options include “ounce,” “gram,” or “kilogram.”
- Reason: Educators Resource doesn’t specify the unit, so you need to choose one. “Pound” is a common default.
Weight Unit (Abbreviated): A shorter version of the weight unit (e.g., “lb” instead of “pound”).
- Example: “lb”
- Suggested Mapping: Use “Don’t Map” since the Weight Unit field above is sufficient.
- Reason: Your system only needs one weight unit field, and the full “Weight Unit” is more commonly used.
Width: The width of the product (a numerical value).
- Example: “12”
- Suggested Mapping: Map to “Width” from the Content File using “Direct Copy.”
- Reason: This provides the exact width, which is useful for shipping and storage.
Custom Fields (100): Additional fields you can create for specific data (up to 100 fields).
- Example: “Safety Rating: Non-Toxic”
- Suggested Mapping: Map to any relevant fields, such as “Material” or “Age,” using “Direct Copy.”
- Reason: This allows you to include any extra information important to your business.
Custom Aggregate Fields (10): Fields that combine multiple pieces of data (up to 10 fields).
- Example: “Blue-Small” (combining Color and Size)
- Suggested Mapping: Use “Don’t Map” unless you need to combine data.
- Reason: This is an advanced feature and can be skipped unless you have a specific need.
Practice Mapping
To understand how mapping works, try mapping the “Title” field for your system:
Troubleshooting
If the integration encounters an issue, here are some steps to resolve it:
- Verify that the required files (
ERQTYBN.csv, ER_Content.csv, ERBPrtr.txt) are available on ercontent.com. If they’re missing, the integration cannot retrieve the necessary data.
- Check your mapping template to ensure fields are correctly matched (e.g., “Product Title” to “Title”).
- If using a custom price file, confirm that it’s named correctly (e.g.,
If the issue persists, contact your system administrator or support team for assistance.
E10_D.csv) and placed in the root folder ("/").
Conclusion
Once your mapping template is set up and the integration is running, your system will be updated with the latest product data from Educators Resource. This includes product details, stock levels, and pricing, ensuring your catalog is accurate and ready for your customers. You’re now equipped to manage your inventory effectively!
Get Inventory (Secondary)
Supported | Educators Resource - Get Inventory (Secondary)
Introduction to Educators Resource Get Inventory (Secondary) Integration
This guide provides a comprehensive overview of the Educators Resource Get Inventory (Secondary) integration, designed to help you manage your product catalog efficiently. Whether you're new to inventory management or an experienced user, this section will guide you through syncing product data—such as stock levels, prices, and costs—from Educators Resource into your system. The goal is to keep your inventory accurate and up to date, allowing you to focus on your business operations. Let’s dive into the details and setup process.
Purpose of This Integration
The Educators Resource Get Inventory (Secondary) integration connects your system to Educators Resource to update your product catalog with essential data, including:
- Stock quantities (how many items are available).
- Pricing details (such as cost, MAP, and MSRP).
This integration ensures your store or platform reflects the most current inventory information from Educators Resource, helping you avoid overselling or displaying incorrect pricing.
How the Integration Works
The integration follows a clear process to retrieve and sync data into your system:
1. Accessing Files: It connects to
ercontent.com via FTP to download key inventory and pricing files. The default quantity file is ERQTY.csv, located in Option A > Daily Files. The connection can be customized with optional FTP settings for price and quantity files.
2. Syncing Data: The integration processes the downloaded files and updates your system’s product catalog with the latest stock quantities and pricing information.
3. Keeping It Updated: You can run the integration manually or schedule it to run automatically (e.g., daily at a specific time in UTC).
Note: If the required files are missing or inaccessible, the integration will fail, and an error message will be displayed.
Configuration Options
You can tailor the integration to suit your needs with the following settings:
- FTP Price Folder and File: Optionally set a custom FTP connection to override default pricing (Cost, MSRP, MAP) with a user-specific price file.
- FTP Quantity Folder and File: Optionally set a custom FTP connection to override default quantities with a user-specific quantity file.
- Archive/Un-Archive Inventory: If enabled, products not found in the source feed will be archived (set to zero quantity). If disabled, they will be un-archived and reactivated when added back to the feed.
- Allow Create Variant: Enable this to create product variants during the integration process.
- Scheduling: Choose to run the integration manually or on a schedule (e.g., daily at 8 AM UTC).
Setup Instructions
Follow these steps to configure the Get Inventory (Secondary) integration:
1. Connect the Integration: In your system, select the Educators Resource integration and choose "Get Inventory (Secondary)." Configure the FTP connection by providing:
- FTP Host:
ercontent.com (pre-filled).
- FTP User and Password: Enter your credentials if required for custom files.
Test the connection to ensure it works, then save it.
2. Configure Settings: Adjust the following options as needed:
- Specify an FTP Price Folder and File if using custom pricing.
- Specify an FTP Quantity Folder and File if using custom quantities. Note: The default quantity file is
ERQTY.csv in Option A > Daily Files, but you can override this with a custom file.
- Enable or disable "Archive/Un-Archive Inventory" based on your preference.
- Enable "Allow Create Variant" if you want to create product variants.
- Set a schedule for automatic runs, if desired.
3. Create a Mapping Template: Define a mapping template to match Educators Resource data to your inventory fields. This step is detailed below.
4. Run the Integration: Start the integration manually or let it run on your configured schedule.
Pricing Details
Pricing information can be sourced from multiple files:
- Default Pricing: Uses the Educators Resource Product File for Cost, MAP, and MSRP (e.g., a product’s MSRP is $20).
- Custom Pricing (Optional): If an FTP Price File is specified, it overrides the default pricing with fields like Price, MAP Price, Price(elec), and Retail Price. To use a custom price file, ensure it’s accessible via the FTP connection and placed in the specified folder.
Quantity Details
Stock quantities are sourced from the Educators Resource Inventory File by default, using the
ERQTY.csv file located in Option A > Daily Files (field: Available). If a custom FTP Quantity File is specified, it will override the default quantity with its own Available field. For example, if the file lists 50 units of a product (e.g., SKU ACC3000004EZ), your system will reflect 50 units in stock. Note: Educators Resource previously used ERQTYBN.csv (Option C > Daily Files) but switched back to ERQTY.csv to improve sales performance.
Mapping Template Details
A mapping template defines how data from Educators Resource is matched to your system’s inventory fields. For example, it determines whether the “Cost” from Educators Resource becomes the “Cost” in your inventory. This section explains how to set up and use a mapping template, with detailed options for each field.
Interface Overview
- The mapping screen is labeled “Educators Resource Get Inventory Secondary” at the top. You can name your template (e.g., “Educators Resource Secondary Mapping”).
- There are three buttons: Delete (remove the template), Duplicate (make a copy), and Save (save your changes).
- The screen is divided into two columns:
- Left Column (From Value): Lists the data fields from Educators Resource (e.g., “Cost,” “Available”).
- Right Column (To Inventory Variant Field): Lists the fields in your system (e.g., “Cost,” “Quantity”).
Mapping Options
For each field, you can choose how to handle the data. Here are the available options, with explanations:
- Don’t Map: Ignore the field. The data won’t be used in your system (e.g., ignoring “MAP” if not needed).
- Set To Empty: Clear the field in your system, removing any existing data (e.g., setting “Cost” to empty).
- Direct Copy / Field: Copy the data as-is from Educators Resource (e.g., copying “Available” to “Quantity”).
- Value: Set a specific value of your choice (e.g., setting “Cost” to “10” for all products).
- Mapping Set: Transform the data using a predefined rule (e.g., changing “10” to “15” for pricing).
- Rules: Apply conditional logic (e.g., “If Cost > 20, set to 20”). This is for advanced users and can be skipped if you’re new.
Available Source Fields
The following fields are available from Educators Resource files for mapping:
- Educators Resource Inventory File: Available (stock quantity, sourced from
ERQTY.csv).
- Educators Resource Product File: Cost, MAP, MSRP, Part Id.
- Educators Resource User Price File (if configured): MAP Price, Price, Price(elec), Retail Price.
- Educators Resource User Quantity File (if configured): Available (stock quantity).
Complete Field Mappings
Below is a detailed list of key fields you can map to in your system, with explanations, examples, and suggested mappings:
SKU: A unique identifier for each product variant.
- Example: “PUZZLE-001”
- Suggested Mapping: Map to “Part Id” from the Product File using “Direct Copy.”
- Reason: “Part Id” is a unique identifier in Educators Resource, making it ideal for your SKU.
Cost: The cost of the product for your business.
- Example: “10”
- Suggested Mapping: Map to “Cost” from the Product File using “Direct Copy.” If using a custom price file, map to “Price” from the User Price File.
- Reason: “Cost” provides the base cost, while a custom “Price” can override it if configured.
MAP: The Minimum Advertised Price for the product.
- Example: “15”
- Suggested Mapping: Map to “MAP” from the Product File using “Direct Copy.” If using a custom price file, map to “MAP Price” from the User Price File.
- Reason: “MAP” ensures compliance with pricing policies, overridden by “MAP Price” if a custom file is used.
MSRP: The Manufacturer’s Suggested Retail Price.
- Example: “20”
- Suggested Mapping: Map to “MSRP” from the Product File using “Direct Copy.” If using a custom price file, map to “Retail Price” from the User Price File.
- Reason: “MSRP” provides the suggested retail price, overridden by “Retail Price” if a custom file is used.
Quantity: The stock quantity available for the product.
- Example: “50” (e.g., SKU
ACC3000004EZ).
- Suggested Mapping: Map to “Available” from the Inventory File (
ERQTY.csv) using “Direct Copy.” If using a custom quantity file, map to “Available” from the User Quantity File.
- Reason: “Available” provides the stock quantity, overridden by the custom file if configured.
Practice Mapping
To understand how mapping works, try mapping the “Quantity” field for your system:
Troubleshooting
If the integration encounters an issue, here are some steps to resolve it:
- Verify that the FTP connection to
ercontent.com is working and that the required files (e.g., ERQTY.csv) are accessible in Option A > Daily Files.
- Check your mapping template to ensure fields are correctly matched (e.g., “Available” to “Quantity”).
- If using custom price or quantity files, confirm they are correctly named and placed in the specified FTP folders.
If the issue persists, contact your support team for assistance.
Conclusion
With your mapping template configured and the integration running, your system will stay updated with the latest inventory data from Educators Resource. This includes stock quantities and pricing, ensuring your catalog is accurate and ready for your customers. You’re now set to manage your inventory effectively!
Order Operations
It submits orders to vendors for fulfillment and subsequently imports the shipment details, ensuring an integration between order processing and shipment tracking.
Send Fulfillment Requests
Supported | Educators Resource - Send Fulfillment Requests
Introduction to Educators Resource Send Fulfillment Requests Integration
This guide provides a detailed overview of the Educators Resource Send Fulfillment Requests integration, designed to streamline your order fulfillment process. Whether you're new to order management or an experienced user, this section will walk you through the steps to send purchase orders (POs) or fulfillment requests (FRs) to Educators Resource via EDI (Electronic Data Interchange). The goal is to ensure your orders are processed efficiently, keeping your business running smoothly. Let’s get started with the setup and configuration process.
Purpose of This Integration
The Educators Resource Send Fulfillment Requests integration allows you to send purchase orders or fulfillment requests to Educators Resource, ensuring they can process and ship your orders. This integration:
- Automates the submission of order details, such as product SKUs, quantities, and shipping methods.
- Uses EDI to communicate securely with Educators Resource, ensuring accurate and timely order processing.
This helps you manage your supply chain effectively, reducing manual work and minimizing errors.
How the Integration Works
The integration follows a straightforward process to send fulfillment requests to Educators Resource:
1. Connecting via FTP: It connects to
edi.eduresource.com via FTP to send EDI 850 files (purchase orders) to Educators Resource. The files are placed in the /outbound/ folder and retrieved by Educators Resource from the /inbound/ folder.
2. Mapping Order Data: The integration uses a mapping template to format your order data (e.g., SKU, quantity, shipping method) into the required EDI format.
3. Sending Requests: Once configured, the integration sends the fulfillment requests automatically or manually, based on your settings. You can schedule the process to run at specific times (e.g., daily at 8 AM UTC).
Note: Before sending orders, you must have an EDI account set up with Educators Resource. If you need assistance with this, Flxpoint support will reach out to the appropriate contacts on your behalf to facilitate the setup.
Configuration Options
You can customize the integration with the following settings:
- Outbound Remote File Folder: Specify the folder where EDI 850 files are sent (default:
/outbound/).
- Inbound Remote File Folder: Specify the folder where Educators Resource places response files (default:
/inbound/).
- Our Sender/Receiver Qualifier and ID: Enter your qualifier and ID for EDI communication (e.g., ID: 630751670).
- Their Sender/Receiver Qualifier and ID: Enter Educators Resource’s qualifier and ID, which will be provided during EDI setup.
- Hold for X Hours: Set a delay (in hours) before sending POs/FRs, allowing you to review orders if needed.
- Send During Business Hours: Enable this to send requests only during business hours, ensuring timely processing.
- Scheduling: Choose to run the integration manually or on a schedule (e.g., daily at 8 AM UTC).
Setup Instructions
Follow these steps to configure the Send Fulfillment Requests integration:
1. Connect the Integration: In your system, navigate to the "Send Fulfillment Requests" section and select "Educators Resource." Configure the FTP connection by providing:
- FTP Host:
edi.eduresource.com (pre-filled).
- FTP Protocol: Select FTP (default).
- FTP Port: Use port 21 (default).
- FTP User and Password: Enter the credentials provided by Educators Resource for your EDI account.
Test the connection to ensure it works, then save it. If you don’t have an EDI account, contact Flxpoint support, and we’ll assist by coordinating with Educators Resource to set up your account.
2. Configure Settings: Adjust the following options as needed:
- Set the Outbound Remote File Folder to
/outbound/ and the Inbound Remote File Folder to /inbound/.
- Enter your Our Sender/Receiver Qualifier and ID (e.g., ID: 630751670, unique to your account).
- Enter the Their Sender/Receiver Qualifier and ID for Educators Resource, provided during EDI setup.
- Set a Hold for X Hours delay if you want to review orders before sending.
- Enable Send During Business Hours to send requests only during business hours.
- Set a schedule for automatic runs, if desired (e.g., daily at 8 AM UTC).
3. Create a Mapping Template: Define a mapping template to match your order data to Educators Resource’s required fields. This step is detailed below.
4. Run the Integration: Start the integration manually or let it run on your configured schedule.
Shipping Methods
Educators Resource supports the following shipping methods, which you can map to your system’s shipping options:
- 3-day: Supplier Shipping Code:
ER01, Supplier Shipping Carrier Name: 3-day.
- Best Effort 2nd Day: Supplier Shipping Code:
ER02, Supplier Shipping Carrier Name: Second Day.
- Expedited: Supplier Shipping Code:
ER03, Supplier Shipping Carrier Name: Expedited.
- Guaranteed 2nd-Day Delivery: Supplier Shipping Code:
UP06, Supplier Shipping Carrier Name: Guaranteed 2nd-Day.
- Standard: Supplier Shipping Code:
Ensure your mapping template includes the appropriate shipping method for each order.
ERST, Supplier Shipping Carrier Name: Standard.
Mapping Template Details
A mapping template defines how your order data is formatted for Educators Resource’s EDI system. For example, it determines whether your “SKU” field matches their expected “Product SKU” field. This section explains how to set up and use a mapping template, with detailed options for each field.
Interface Overview
- The mapping screen is labeled “Educators Resource Send Fulfillment Requests” at the top. You can name your template (e.g., “Send Purchase Orders 1”).
- There are three buttons: Delete (remove the template), Duplicate (make a copy), and Save (save your changes).
- The screen is divided into two columns:
- Left Column (From Value): Lists the data fields from your system (e.g., “SKU,” “Quantity”).
- Right Column (To Fulfillment Field): Lists the fields required by Educators Resource (e.g., “Product SKU,” “Quantity”).
Mapping Options
For each field, you can choose how to handle the data. Here are the available options, with explanations:
- Don’t Map: Ignore the field. The data won’t be sent to Educators Resource (e.g., ignoring “Cost” if not required).
- Set To Empty: Clear the field in the EDI file, leaving it blank (e.g., setting “Unit Measurement Code” to empty).
- Direct Copy / Field: Copy the data as-is from your system (e.g., copying “SKU” to “Product SKU”).
- Value: Set a specific value of your choice (e.g., setting “Unit Measurement Code” to “EA” for all orders).
- Mapping Set: Transform the data using a predefined rule (e.g., mapping your shipping method to Educators Resource’s shipping code).
- Rules: Apply conditional logic (e.g., “If Quantity > 100, set to 100”). This is for advanced users and can be skipped if you’re new.
Available Source Fields
The following fields are available from your system for mapping to Educators Resource’s EDI requirements:
- Order Fields: SKU, Quantity, Cost, Product Description, UPC, Unit Measurement Code, Supplier FTP URL.
- Shipping Fields: Shipping Method (to map to Educators Resource’s shipping codes, e.g.,
ER01 for 3-day shipping).
Complete Field Mappings
Below is a detailed list of key fields you can map to in Educators Resource’s EDI system, with explanations, examples, and suggested mappings:
Product SKU: The unique identifier for the product.
- Example: “PUZZLE-001”
- Suggested Mapping: Map to “SKU” from your system using “Direct Copy.”
- Reason: This ensures Educators Resource can identify the product in their system.
Quantity: The number of units to order.
- Example: “10”
- Suggested Mapping: Map to “Quantity” from your system using “Direct Copy.”
- Reason: This tells Educators Resource how many units to ship.
Cost: The cost of the product (optional, depending on your setup).
- Example: “15”
- Suggested Mapping: Map to “Cost” from your system using “Direct Copy,” or set to “Don’t Map” if not required.
- Reason: Including the cost can help with order verification, but it’s not always required.
Product Description: A brief description of the product.
- Example: “100-piece puzzle”
- Suggested Mapping: Map to “Product Description” from your system using “Direct Copy.”
- Reason: This provides additional context for the product in the order.
UPC: The Universal Product Code for the product.
- Example: “012345678905”
- Suggested Mapping: Map to “UPC” from your system using “Direct Copy.”
- Reason: The UPC helps Educators Resource identify the product accurately.
Unit Measurement Code: The unit of measure for the quantity (e.g., “EA” for each).
- Example: “EA”
- Suggested Mapping: Map to “Unit Measurement Code” from your system using “Direct Copy,” or set a specific value like “EA” using “Value.”
- Reason: This specifies the unit type for the quantity ordered, ensuring clarity.
Supplier FTP URL: The FTP URL for additional supplier data (optional).
- Example: Not typically used.
- Suggested Mapping: Set to “Don’t Map” unless you have a specific FTP URL to provide.
- Reason: This field is optional and rarely used for Educators Resource.
Shipping Method: The shipping method for the order.
- Example: “3-day” (maps to
ER01).
- Suggested Mapping: Map to “Shipping Method” from your system using “Mapping Set” to match Educators Resource’s shipping codes (e.g., “3-day” to
ER01).
- Reason: This ensures the correct shipping method is used for the order.
Practice Mapping
To understand how mapping works, try mapping the “Quantity” field for your fulfillment request:
Troubleshooting
If the integration encounters an issue, here are some steps to resolve it:
- Verify that the FTP connection to
edi.eduresource.com is working and that your credentials are correct.
- Ensure the Outbound Remote File Folder (
/outbound/) and Inbound Remote File Folder (/inbound/) are correctly set.
- Check your mapping template to ensure fields are correctly matched (e.g., “SKU” to “Product SKU”).
- Confirm that your EDI account is set up with Educators Resource. If not, contact Flxpoint support, and we’ll coordinate with Educators Resource to assist you.
If the issue persists, contact Flxpoint support for assistance.
Conclusion
With your mapping template configured and the integration running, you can now send fulfillment requests to Educators Resource seamlessly. Your orders will be processed efficiently, ensuring your customers receive their products on time. You’re all set to manage your fulfillment process with ease!
Get Shipments
Supported | Educators Resource - Get Shipments
Introduction to Educators Resource Get Shipments Integration
This guide provides a detailed overview of the Educators Resource Get Shipments integration, designed to help you track and manage shipment confirmations for your orders. Whether you're new to shipment tracking or an experienced user, this section will guide you through retrieving shipment data—such as tracking numbers and SKUs—from Educators Resource via EDI (Electronic Data Interchange). The goal is to keep your order fulfillment process seamless and up to date, ensuring you can provide accurate shipping information to your customers. Let’s dive into the setup and configuration process.
Purpose of This Integration
The Educators Resource Get Shipments integration connects your system to Educators Resource to retrieve shipment confirmations (EDI 856 files), including:
- Product SKUs and UPCs to identify shipped items.
- Tracking numbers and shipment details to update your order status.
This integration ensures you have the latest shipment information, helping you keep your customers informed about their orders.
How the Integration Works
The integration follows a clear process to retrieve shipment data from Educators Resource:
1. Connecting via FTP: It connects to
edi.eduresource.com via FTP to download EDI 856 files (shipment confirmations). The files are retrieved from the /outbound/ folder and processed into your system, with processed files moved to the /inbound/ folder.
2. Processing Shipment Data: The integration uses a mapping template to match Educators Resource’s shipment data (e.g., SKU, UPC Number) to your system’s shipment fields.
3. Updating Your System: Once processed, the shipment data updates your order records with tracking numbers and other details. You can run the integration manually or schedule it to run automatically (e.g., daily at 8 AM UTC).
Note: Before retrieving shipments, you must have an EDI account set up with Educators Resource. If you need assistance with this, contact Flxpoint support, and we’ll coordinate with Educators Resource to set up your account.
Configuration Options
You can customize the integration with the following settings:
- Outbound Remote File Folder: Specify the folder where Educators Resource places EDI 856 files (default:
/outbound/).
- Inbound Remote File Folder: Specify the folder where processed files are moved (default:
/inbound/).
- Our Sender/Receiver Qualifier and ID: Enter your qualifier and ID for EDI communication (e.g., ID: 630751670, unique to your account).
- Their Sender/Receiver Qualifier and ID: Enter Educators Resource’s qualifier and ID, provided during EDI setup.
- Scheduling: Choose to run the integration manually or on a schedule (e.g., daily at 8 AM UTC).
Setup Instructions
Follow these steps to configure the Get Shipments integration:
1. Connect the Integration: In your system, navigate to the "Get Shipments" section and select "Educators Resource." Configure the FTP connection by providing:
- FTP Host:
edi.eduresource.com (pre-filled).
- FTP Protocol: Select FTP (default).
- FTP Port: Use port 21 (default).
- FTP User and Password: Enter the credentials provided by Educators Resource for your EDI account.
Test the connection to ensure it works, then save it. If you don’t have an EDI account, contact Flxpoint support, and we’ll assist by coordinating with Educators Resource to set up your account.
2. Configure Settings: Adjust the following options as needed:
- Set the Outbound Remote File Folder to
/outbound/ and the Inbound Remote File Folder to /inbound/.
- Enter your Our Sender/Receiver Qualifier and ID (e.g., ID: 630751670, unique to your account).
- Enter the Their Sender/Receiver Qualifier and ID for Educators Resource, provided during EDI setup.
- Set a schedule for automatic runs, if desired (e.g., daily at 8 AM UTC).
3. Create a Mapping Template: Define a mapping template to match Educators Resource’s shipment data to your system’s shipment fields. This step is detailed below.
4. Run the Integration: Start the integration manually or let it run on your configured schedule.
Mapping Template Details
A mapping template defines how shipment data from Educators Resource is matched to your system’s shipment fields. For example, it determines whether the “UPC Number” from Educators Resource maps to your “UPC” field. This section explains how to set up and use a mapping template, with detailed options for each field.
Interface Overview
- The mapping screen is labeled “Educators Resource Get Shipments” at the top. You can name your template (e.g., “Get Shipment 1”).
- There are three buttons: Delete (remove the template), Duplicate (make a copy), and Save (save your changes).
- The screen is divided into two columns:
- Left Column (From Value): Lists the data fields from Educators Resource (e.g., “UPC Number,” “SKU”).
- Right Column (To Shipment Item Field): Lists the fields in your system (e.g., “UPC,” “SKU”).
Mapping Options
For each field, you can choose how to handle the data. Here are the available options, with explanations:
- Don’t Map: Ignore the field. The data won’t be used in your system (e.g., ignoring “UPC Number” if not needed).
- Set To Empty: Clear the field in your system, leaving it blank (e.g., setting “SKU” to empty).
- Direct Copy / Field: Copy the data as-is from Educators Resource (e.g., copying “SKU” to “SKU”).
- Value: Set a specific value of your choice (e.g., setting “SKU” to a default value like “UNKNOWN”).
- Mapping Set: Transform the data using a predefined rule (e.g., converting a UPC format).
- Rules: Apply conditional logic (e.g., “If UPC Number is empty, set SKU to ‘MISSING’”). This is for advanced users and can be skipped if you’re new.
Available Source Fields
The following fields are available from Educators Resource’s EDI 856 files for mapping:
- Educators Resource Shipment Item: UPC Number (UP), SKU.
Note: Additional fields may be available depending on the specific EDI 856 file format provided by Educators Resource.
Complete Field Mappings
Below is a detailed list of key fields you can map to in your system, with explanations, examples, and suggested mappings:
SKU: The unique identifier for the shipped product.
- Example: “INV_SRC_PENCIL_GRIP_55912_OUT165513805204051621220486.TXT”
- Suggested Mapping: Map to “SKU” from Educators Resource Shipment Item using “Direct Copy.”
- Reason: This ensures the correct product is matched to your order records.
UPC: The Universal Product Code for the shipped product.
- Example: “012345678905”
- Suggested Mapping: Map to “UPC Number (UP)” from Educators Resource Shipment Item using “Direct Copy.”
- Reason: The UPC helps verify the product identity in your system.
Practice Mapping
To understand how mapping works, try mapping the “SKU” field for your shipment data:
Troubleshooting
If the integration encounters an issue, here are some steps to resolve it:
- Verify that the FTP connection to
edi.eduresource.com is working and that your credentials are correct.
- Ensure the Outbound Remote File Folder (
/outbound/) and Inbound Remote File Folder (/inbound/) are correctly set.
- Check your mapping template to ensure fields are correctly matched (e.g., “SKU” to “SKU”).
- Confirm that your EDI account is set up with Educators Resource. If not, contact Flxpoint support, and we’ll coordinate with Educators Resource to assist you.
If the issue persists, contact Flxpoint support for assistance.
Conclusion
With your mapping template configured and the integration running, your system will stay updated with the latest shipment data from Educators Resource. This includes SKUs, UPCs, and tracking information, ensuring your order records are accurate and your customers are informed. You’re now set to manage your shipments effectively!