Turn-in orders apply only if your org uses FieldKo’s turn-in order connector for your wholesaler. Some labels in Salesforce start with your wholesaler’s name, such as the Retry … Send action, the … Transmission No field, and the … Integration Log tab. These pages leave that name out.
How an Order Reaches the Wholesaler
After the rep saves an order, everything runs in Salesforce on a schedule. The rep doesn’t need to do anything else.- The rep saves the order in the app with the status Ready to send, and then syncs.
- Salesforce holds the order at Draft until all of its line items have synced. See Why New Orders Show Draft.
- Every 15 minutes, FieldKo checks each waiting order against the wholesaler’s data rules. An order that fails a check isn’t sent. See Checks Before Sending.
- FieldKo sends each order that passes to the wholesaler’s ordering service.
- FieldKo compares the wholesaler’s response with what it sent, sets the order’s status, and records the wholesaler’s transmission number.
- Five minutes later, FieldKo creates a confirmation PDF for each sent order and emails it to the store.
Sent means received, not filled. A transmission number confirms that the wholesaler received a correctly structured order. It doesn’t confirm that the distribution center accepted, filled, or delivered it, and the wholesaler’s service can’t report order status back to Salesforce. To follow up on an order, see Confirm an Order Was Filled.
Order Statuses
Why New Orders Show Draft
The app syncs the order first and its line items afterward. To stop a half-synced order from being sent, Salesforce holds each new order:- When the order arrives, Salesforce saves its intended status, such as Ready to send, in Original Status, and sets Status to Draft.
- Each time line items sync, Salesforce counts the order’s lines. When the count matches the order’s No. of Line Items, it restores the saved status and clears Original Status.
Which Orders Are Sent
FieldKo sends an order only when all of these are true:- The order’s account is a wholesaler store. FieldKo works this out from the account’s parent account, or the parent of its banner account.
- Every line item has synced.
- The status is Ready to send, or it’s Send Failed and hasn’t reached the retry limit.
The Confirmation Email
Every 15 minutes, 5 minutes after each send run, FieldKo finds orders that are Sent and haven’t been emailed yet (Is Mail Sent isn’t selected). For each one, it creates a confirmation PDF, saves it as a file on the order, emails it, and then selects Is Mail Sent. The PDF shows:- The order number and issue date
- The store’s name, address, and store ID
- The wholesaler’s transmission number and the order’s status
- Each line item, with the product, the wholesaler’s product code, quantity, unit price, and line total
- The order total
- The store’s signature, the contact’s name, and the order date
- The territory manager’s contact details
Each address appears only once.