Setting up Get Spiffy Accounts

The Get Spiffy team will send in a ticket whenever they request to add a new location such as the example below:

The request will usually outline which dealer they would like to add the new location to at which point you’ll need to access the following sheet where all the location details and supplier information will be provided:

https://docs.google.com/spreadsheets/d/1oMiaR4Tbbza2KI4ENbuMjhoIuBu0egBZ/edit?usp=sharing&ouid=110385292624116951230&rtpof=true&sd=true

 Everything is pretty straight forward since all the details you will need to add the location are listed in the file so its pretty much just copying and pasting. They are accessing our API directly so there is no need to modify API keys or anything like that. You are basically adding in the details and adding in the suppliers (Calculate Prices should be left off). There are no external IDs or anything similar that you need to worry about.

 

Setting Up Express Oil

Chris will reach out anytime he needs to have a new Express Oil location added or if any suppliers need to be added which will all be outlined in the following sheet. You can copy an existing location to use as a baseline:

https://docs.google.com/spreadsheets/d/1ih-xOqDyOhZQagYZUUWJLf9QOHwv1Tal/edit#gid=1778095070

 You will notice that there are multiple tabs in the sheet for our convenience making it very easy to find the information you are looking for. The breakdown of the tabs are as follows:

 

Change Log Tab:

 This will be a summary of any of the recent changes that need to be made to the Express Oil accounts. The stores will be represented by their EOC Store number which we use as their External IDs.

 

 

Dealers Tab:

This tab will contain the details needed to set up everything on the Profile page. No need to worry about the username or password.

 

 

 

 

 

 

Store Information:

This tab will contain all of the information needed to fill out the Location details on our end. Please ensure to use the Store Name listed in this tab for the Location name and not the Dealer name (refer to other Express Oil locations as needed). This tab will also include the tax rates and Ordering PIN. If the ordering pin is too short (such as 3085) just add zeros in front to make it 003085.

Supplier Information: 

Contains all of the necessary supplier details. Pretty straight forward:

Sister Store Setup:

You’ll notice that there is a supplier listed as “EOC Sister Store” in the Supplier section of our backend. You will want to refer to the “Sister Store Setup” tab for that. Basically, the main store will be listed on the left and the sisters store that they would connect to will be on the right-hand side. The store names are listed exactly as they are returned to us in the feed so if it does not appear in the list, the location was most likely not added to the warehouse list on EOCs end yet:

   

IMPORTANT NOTES:

  • Please refer to any existing EOC stores if you need a reference when setting up these accounts
  • You’ll notice that all of the EOC stores have a bunch of suppliers listed, you must ensure that only the ones that we have credentials for are activated. When copying from another account to create a new one, make sure you disable any supplier connections not being used.
  • The “My Store” connection in the Supplier section of our backend should only be connected to the location in question, if you do not see the location name listed, please disable the connection.
  • API Keys must be set up using the same settings and restrictions as the other EOC locations, please refer to an existing one to label the keys correctly while also adjusting the default restrictions as well as the supplier ordering option:

  •  Don’t forget to add the Express Oil Recommendation Rule for each store
  • There are 4 Express Oil locations that I started setting up but could not set up any of the supplier info since Chris didn’t have them ready yet(they are currently disabled but in the EOC client account). They are supposed to launch on September 7th so look out for any communications from Chris to see if he updates the onboarding sheet with the supplier info. 

 

If you do receive any requests to create new locations, you will have to also send Chris certain details once the account is up and running so that he can send it over to Epicor for deployment. Here is a link to the template that I used: https://docs.google.com/spreadsheets/d/1k6C_NqWxrSTeZkbZWLslvOR6E7XlKsR_tusiHRQQzhU/edit#gid=998083587

 Please make sure to fill out the form accordingly and input the correct API keys. I’ve put the API key that you need to use based on the labeling in brackets.