Setting Up MyOrderDesk Inventory Integration with Midnight Follow
This guide explains how to integrate MyOrderDesk with Midnight for inventory management, whether you're using templates and price requests or not. We'll cover how to configure the MIS ItemID field and set up your order forms for different scenarios.
Understanding the MIS ItemID Format
The MIS ItemID in MyOrderDesk is crucial for communicating with Midnight. It uses a specific format to perform different functions, such as adjusting inventory levels and requesting pricing.
Format:InventoryItemID - ServiceID - ProjectTypeID
Components Explained
-
InventoryItemID
- When to Use:
- Use this when you want Midnight to adjust inventory levels without using templates or making price requests.
- Leave Blank If:
- You plan to request pricing from Midnight using a
ProjectTypeID
.
- You plan to request pricing from Midnight using a
- Important Notes:
- Do not use both
InventoryItemID
andProjectTypeID
together, as this can lead to double inventory deductions. - Ensure the inventory item belongs to the correct customer or is set as a global item in Midnight.
- In Midnight, associated inventory items are reserved when an order is placed. You'll still need to manually adjust the inventory balance to reduce the available quantity, following Midnight's deduction logic.
- Do not use both
- When to Use:
-
ServiceID
- Purpose:
- Overrides the default
ServiceID
during order submission.
- Overrides the default
- When to Use:
- If the default
ServiceID
in your global settings isn't suitable for a specific item.
- If the default
- Purpose:
-
ProjectTypeID
- Purpose:
- Enables price requests from Midnight to MyOrderDesk based on a print template.
- When to Use:
- If you have a complex print job and need an accurate cost estimate from Midnight.
- Formatting Note:
- For wide-format project type IDs, prefix them with
"WF"
(e.g.,WF22
).
- For wide-format project type IDs, prefix them with
- Purpose:
Examples of MIS ItemID Combinations
Here are some examples of how to use the MIS ItemID and the results you can expect:
Example 1: 91254--
- Components:
InventoryItemID
:91254
ServiceID
: BlankProjectTypeID
: Blank
- Outcome:
- Inventory levels for item
91254
will be adjusted in Midnight. - Price requests from Midnight can not be made for this item.
- Default
ServiceID
will be used.
- Inventory levels for item
Example 2: 91254-1236-
- Components:
InventoryItemID
:91254
ServiceID
:1236
ProjectTypeID
: Blank
- Outcome:
- Inventory levels for item
91254
will be adjusted in Midnight. - Price requests from Midnight can be made for this item.
ServiceID
will be overridden with1236
.
- Inventory levels for item
Example 3: -1236-WF32154
- Components:
InventoryItemID
: BlankServiceID
:1236
ProjectTypeID
:WF32154
- Outcome:
- Midnight will calculate pricing using the print template
WF32154
. - Inventory levels will be adjusted in Midnight based on the template.
ServiceID
will be overridden with1236
.
- Midnight will calculate pricing using the print template
Example 4: 91254-1236-3215
- Components:
InventoryItemID
:91254
ServiceID
:1236
ProjectTypeID
:3215
- Outcome:
- Not Recommended: Inventory levels will be adjusted twice in Midnight—once for the inventory item
91254
and once for the print template3215
. This could lead to double deductions. - Midnight will calculate pricing using the print template
3215
. ServiceID
will be overridden with1236
.
- Not Recommended: Inventory levels will be adjusted twice in Midnight—once for the inventory item
Reminder: Avoid using both InventoryItemID
and ProjectTypeID
together unless you intend to adjust inventory for both separately.
Configuring Your Order Form to Use ProjectTypeID
Once your items are set up, you need to configure your order form to integrate with Midnight.
Steps:
-
Access Cart Settings:
- Go to your order form's settings in MyOrderDesk and find the Cart section.
- Select DocMart Field for ProjectTypeID:
- Locate the setting for
ProjectTypeID
and select the corresponding field from your form.
- Locate the setting for
- Price Requests:
- If Not Using Price Requests: Uncheck the Price Requests option.
- If using the requested Midnight Pricing: Check the Price Requests option.
- If Overriding Requested Midnight Pricing:
- Create a
udf_MidnightPricing
QwikPrice field as instructed to hold the requested price. - This allows you to apply additional calculations on top of Midnight's pricing to the Total field.
- Create a
Caution: Setting the ProjectTypeID
field without a corresponding value in your MIS ItemID can cause issues. Only configure this if you intend to use Midnight's Print templates.
For Items Without Templates
- Simple Inventory Adjustment: If you don't use templates and only need to adjust inventory levels, simply set the
InventoryItemID
in the MIS ItemID field, there is no additional configuration needed.
Summary
By correctly setting up the MIS ItemID and configuring your order forms, you ensure accurate inventory adjustments and pricing integration between MyOrderDesk and Midnight. Remember:
- Use InventoryItemID when adjusting inventory without price requests.
- Use ProjectTypeID when requesting pricing from Midnight.
- Avoid using both unless necessary to prevent double deductions.
- Configure your order form settings to match your integration needs.
Following these guidelines will streamline your order processing and maintain accurate inventory and pricing data across both platforms.