Tutorials

Downloading EDI Files related to Purchase Orders

This guide will walkthrough downloading EDI files which relate to orders. Start by navigating to the desired order through the orders page. On every the order page, you can find an "EDI Records" sect…

Keith Weaver
Updated 11 months ago by Keith Weaver

How To Update All Margins In A Price List

This guide outlines how to update all of the retail margins in an active price list. If you do not yet have a price list created, refer to our Pricing Setup Guide. To start, navigate to the Prices pa…

Kyle Tymoszewicz
Updated 3 weeks ago by Kyle Tymoszewicz

How can I confirm that Convictional can pull my Products from my WooCommerce Store?

It's a great question and how we do this is no secret. We are pulling products from the WooCommerce API. You can find the documentation for V2 here. If your store isn't setup correctly, we cannot syn…

Keith Weaver
Updated 7 months ago by Keith Weaver

How to Create a Test Order as an EDI Seller

In this tutorial, we will go through the process of creating a test order through the Convictional app. At this point, you should already have uploaded products through SFTP and have created an activ…

Wendi Zhao
Updated 2 months ago by Wendi Zhao

How to Resend an Advance Ship Notice

In this tutorial, we will walkthrough how to resend an Advance Ship Notice (ASN). It is also known as an EDI 856 document. You should start by logging into your account. Select "Orders" on the left s…

Keith Weaver
Updated 11 months ago by Keith Weaver

How to Resolve " Your SFTP user requires delete permission on your SFTP server."

If you are seeing this error, it means the SFTP user you have setup to access your SFTP server does not have delete permissions. Our system requires delete permission on the "Outbound Directory". Thi…

Keith Weaver
Updated 1 year ago by Keith Weaver

How to Resolve "Already Processed Files"

If you are seeing this error, it means there is a file on your SFTP server that wasn't archived and you are trying to process the exact same file twice. Here is a screenshot of the error: You can del…

Keith Weaver
Updated 1 year ago by Keith Weaver

How to Resolve "Unable to access your SFTP server"

If you may see the following error on your top navigation, such as: Or if you this same error on your TradeOps Issues page, such as: The underlying issue is our system is unable to access your SFTP s…

Keith Weaver
Updated 1 year ago by Keith Weaver

How to Resolve "Your SFTP user requires read permission on your SFTP server"

If you are seeing this error, it means the SFTP user you have setup to access your SFTP server does not have read or list permissions. Our system requires read permission on the "Outbound Directory".…

Keith Weaver
Updated 1 year ago by Keith Weaver

How to Resolve "Your SFTP user requires write permission on your SFTP server."

If you are seeing this error, it means the SFTP user you have setup to access your SFTP server does not have write permissions. Our system requires read permission on the "Inbound Directory". This in…

Keith Weaver
Updated 1 year ago by Keith Weaver

How to check if you are a buyer or seller on Convictional?

You can do this by going to Settings > Company Profile and in the top right corner, you will see a badge. In the screenshot below, the user is a "Buyer". Thanks for reading!

Keith Weaver
Updated 4 months ago by Keith Weaver

Migrating Ecommerce Platforms

The purpose of this guide is to outline the steps involved in migrating a seller's ecommerce platform.

Jessica Powell
Updated 11 months ago by Jessica Powell

Using REF Segments for Identifying Vendors instead of an ISA ID

Convictional believes in enabling suppliers through the most effective onboarding process of all time. A Shopify seller within the Convictional can get setup within a few short steps. We spend a lot…

Keith Weaver
Updated 10 months ago by Keith Weaver

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