TABLE OF CONTENTS
The integration with Zoey is fairly standard and provides all of the flows needed for a complete integration.
Order Management
Order Download
The Zoey API provides a list of order attributes, but does not provide a list of order lines as part of that request. As a result, the Zoey integration has to loop through each order to get all of the order details so they can be downloaded to the warehouse. This structure to the API will only be noticed in high-volume situations because checking order details one order at a time can slow down the process to get the orders through the integration.
Orders are queried out of Zoey based on a list of statuses that mean the order is ready to download, and an updated date. The updated date allows the order to be resent by updating the order in Zoey.
When getting the list of items on the order, Zoey provides multiple versions of the same item. The WarehouseOS integration removes all of the items tagged as "configurable" to eliminate potential duplicate order lines.
Fulfillments
After an order is picked in WarehouseOS, the picked details are pushed back to Zoey to create a shipment. This can happen at the time of Picking or Packing. WarehouseOS recommends performing this operation at Packing. If an integration between WarehouseOS and a Shipping system is setup, tracking details will be gathered so that the Shipment created in Zoey includes those details.
Shipments are created by picked line. This allows short-picked items to be reported back to Zoey and remain open until they can be resolved.
Creating a Shipment in Zoey does not automatically mark the order as closed or change the status. An optional last step will open the order and check that all lines are completed. The status of the order can be updated to a customized Complete or Partial status.
Items Integration
Items setup in Zoey can be automatically downloaded into WarehouseOS. Items are pulled from their system based on the last date the item was updated. This allows updates to the items to be pulled into WarehouseOS.
Inventory Management and Adjustments
Inventory Adjustments
Adjustments in WarehouseOS can be pushed up to Zoey to make the same adjustment in that system. The Zoey API requires a Set operation to be performed. To accommodate the WarehouseOS methodology, the integration first queries Zoey to find the current inventory level, makes the adjustment based on the change made in WarehouseOS, and then performs the set operation.
Inventory Reconciliation
Current inventory levels can be downloaded and compared to WarehosueOS inventory in a custom Inventory Discrepancy report. This can help identify issues where transactions weren't synced or differences in the systems occur.
Zoey Authentication
Zoey's REST API uses 3-legged OAuth 1.0a protocol to authenticate the application to access the Zoey service.
We recommend that the customer needs to go through the steps outlined in the Zoey documentation for generating a consumer_key and consumer_secret and provide those to WOS to put in the integration project.
The Zoey REST API uses a 3 legged OAuth 1.0a implementation for accessing their system. This will require our customer to access a web page on their browser and give us permission to access their Zoey API. The web page endpoint is their Instalink URL with the `/zoey/getRequestToken` appended to the end of it. So for [zoeysite] they would open their browser and go to (https://zoeysite.instalink.io/zoey/getRequestToken) and click the appropriate option to give us permission. When that is done, their browser is redirected to our site that will then record the Tokens that we need to then log into their API from that point onward.