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Omnichannel OMS Onboarding Guide for Sellers

  • Updated

1. Objective:

To provide a standardized process for assisting sellers in linking their SmartBiz accounts to an approved OMS (Order Management System) platform, ensuring seamless order synchronization and inventory management. 
 

2. Prerequisites:

  1. Smart-Biz Account - The seller needs the Smart-Biz account which they want to link to the Omnichannel OMS Platform. Help Content for account creation is attached here.
  2. OMS Platform Account - The seller needs to be on-boarded to the preferred Omnichannel OMS Platform from the mentioned partners list. Help Content for is attached here for OMS Guru, Vinculum, Easy Ecom, and SmartHub.
  3. Seller Central - The seller needs to have an active seller central account, with the Merchant ID handy. Help Content for Seller Central is attached here. Sellers can skip the optional requirements, during registration workflow; if they don't intend to sell on Amazon.
  4. OMS platform must be supported by SmartBiz (mentioned in Active Partners).

3. Step by Step Process:

  1. Completing the Prerequisites: Ensure that the Smart-Biz Account, OMS Platform Account, and Seller Central Accounts are active with the credentials handy.
  2. Raising a Request: Raise a request to your SmartBiz Contact POC or SmartBiz support to register the intent for Omni-Channel OMS Integration.
  3. Sharing Details: Share the on-boarding details with the SmartBiz POC consisting of Smart-Biz Account, OMS Partner, and Seller Central account details in the format shared.
  4. Receiving Credentials: The SmartBiz POC will share back your location ID & KMS Key once the SmartBiz Integration is successful.
  5. On-boarding with OMS: Follow the on-boarding steps on the OMS platform as per their SOP (typically having a TAT of 3-5 days). Note: These steps are only indicative and may vary from Integrator to Integrator as per their SOP.

i. Linking the Smart-Biz channel using KMS Key & Location ID shared by SmartBiz Tech.
ii. Linking the SKUs on Smart-Biz and the OMS Partner using the Smart-Biz SKU IDs.
iii. Upload the inventory, and perform testing for the integration for some test orders.
 

4. Best Practices:

  1. The user should only use one platform for all the order processing actions, and not perform simultaneous actions from both Smart-Biz and OMS Platforms to avoid ambiguity. They should only take this action in case of any emergency, or when the OMS Partner system is down.
  2. The user should continue to processing the store pick-up, and Buy with Amazon orders from their Smart-Biz panel. Returns handling will be done as per the capabilities offered by the Integrator.
  3. The user should use the OMS Partner inventory as the source of truth - and use that to provide their updated inventory, since the Smart-Biz inventory will be over written by the OMS Partner as per their SOP.

5. Points to Note:

Forward:

  1. The Store Pick-up and Buy with Amazon orders will not be dropped to the OMS Partner - and will continue to be processed from the Smart-Biz store.
  2. Accept Order action taken in Smart-Biz will not sync into OMS Partner, but acceptance done on the OMS Partner’s end will flow into their Smart-Biz store - which is based on Inventory availability at the Partner’s end.
  3. It is mandatory for the sellers to have a finite inventory for the SKUs being Integrated.

Returns:

  1. The sellers can see the returns being raised by the customers in the OMS Partner - and the return states will be changed as per the action taken on Smart-Biz to update the customer. The returns processing will continue to happen from the Smart-Biz Dashboard if not offered by the Integrator as a separate capability.
  2. Only the orders that are shipped using the OMS partner - will show up as returns on the partner panel. The returns for the orders shipped through Smart-Biz will not flow into the OMS partner as the forward leg is not generated with them. Hence, it is recommended to stick to the OMS partner for order processing workflows once the integration is done.