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 2 years 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 8 months 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 1 year 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 11 months ago by Wendi Zhao

How to Create an Order for the Buyer API

In this post, we will walk you through creating an order through the Buyer Orders API. You can find the latest here for our developer API docs. You'll need to have the following information to be abl…

Keith Weaver
Updated 1 month ago by Keith Weaver

How to Determine the Remaining onboarding steps for a Partner

You can determine the remaining onboarding steps for a partner in two ways: Convictional app under Partners Page. Partners API. Getting started is another term we use to describe onboarding. Convicti…

Keith Weaver
Updated 1 month ago by Keith Weaver

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 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years ago by Keith Weaver

How to Total Number of some kind of Resource using the API

In this tutorial, we will count the total number of resource (such as orders, products, prices, etc.). We will do this using the API. depending on the resource and your commerce type (buyer vs seller…

Keith Weaver
Updated 1 month 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 1 year 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 1 month ago by Jessica Powell

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